Conference Sessions
Accelerate Results through Effective Metrics
Speaker(s): Connie Siu
This session highlights the pitfalls with measurements, provides a pragmatic approach to decipher the important drivers for business success and to select effective metrics for delivering results.
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Accountants and Other Dare Devils: Inspiring stories of people who have overcome “You can’t do that” thinking to become wildly interesting and live the life you envy.
Speaker(s): Carol Patterson
Learn how to combine your professional training with your special interests to live your best life. You don’t need to quit your job or move to Mongolia. You can break from the crowd and create unique opportunities for yourself and others while living your everyday life.
Session Times:
- Thursday 8:45 - 10:15 - FULL
- Thursday 10:30 - 12:00 - FULL
- Thursday 1:45 - 3:15 - FULL
- Thursday 3:30 - 5:00 - FULL
Captivating, Brilliant, & Bold: Inspirational Finance
Speaker(s): Stephanie Sharp
This session will reveal the secret to inspiring management to embrace finance to produce captivating, brilliant and bold strategies that energize the entire organization.
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Central 1 Credit Union's Short Term Economic Outlook
Speaker(s): Brian Yu
The Great Recession may be in the rear view mirror, but as the last year has shown, the road to recovery is bumpy and highly vulnerable to destabilizing shocks. The year ahead brings continued headwinds and questions to be answered. Can policy makers contain the European debt crisis and mitigate the impacts on the broader global economy? Will the American economy continue to strengthen? Will emerging markets continue to be the engine of growth?
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Cloud Computing
Speaker(s): Mark Cunningham
Cloud computing is everywhere, or so it seems. The benefits are extolled widely by IT vendors, journalists and thought leaders alike. But does it have a place in a highly regulated, data-sensitive industry such as finance?
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Coach Approach to Leading - Core Coaching Skills
Speaker(s): Lesley-Ann Marriott
Does your team get your best? Are they challenged, inspired, and supported by your leadership style? A core competency of leadership is coaching. In fact, modern coaching is becoming the management style of choice. Why? Because coaching has the power to sustain change over the long term.
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Coaching for Performance
Speaker(s): Marty Playford, CMC, CEC, PCC
In this interactive workshop, a team of seasoned leadership coaches will demonstrate the power of effective coaching in unlocking people’s potential and maximizing their awareness, responsibility, confidence and performance.
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Communication: Leading in Off-the-Cuff Communications
Speaker(s): Dan Dumsha
The one binding characteristic of all great leaders is the ability to inspire others to act in all situations. This ability is accomplished through clear and focused communication. Participants learn to view off-the-cuff conversations as an opportunity to lead and how to inspire action by shaping belief.
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Corporate Governance of Corporate Social Responsibility
Speaker(s): Janis Riven
A review of the emerging interest of stakeholders in socially responsible and sustainable organizations, including: a discussion of the new terminologies (ESG, Green marketing, Triple Bottom Line); the sources of pressure for organizations to adopt a culture of sustainability; review of risk issues; and impact on governance processes for public, private and not-for-profit organizations.
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Creating Sustainable Business Value
Speaker(s): Russ Grabb
In a lively 90-minute workshop, a team of business innovators and seasoned corporate executives from Vi³ Consulting Inc. will walk delegates through an interactive dialogue, illustrating why some organizations always seem to exceed expectations and deliver lasting value and why many don’t.
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Data insights: The balance between performance and risk
Speaker(s): Steven Fung, Farzin Ismail
Governing your data assets to drive enterprise performance
Session Times:
- Thursday 1:45 - 3:15 - FULL
- Thursday 3:30 - 5:00 - FULL
Deloitte
Speaker(s): Deloitte Speaker
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Economic Outlook of BC's Government
Speaker(s): Carla Nelson & Sadaf Mirza
Carla and Sadaf will present the BC government’s economic outlook.
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Economic Update: How the Central Okanagan Economic Development Commission is driving change, performance and results to the Okanagan.
Speaker(s): Robert Fine
Details TBA
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Employee Benefits: Mining the Income Tax Act
Speaker(s): Ian Quigley
In this seminar we look specifically at the creative planning available, thanks to a taxation review, of Private Health Service Plans (PHSPs), Flexible Benefit Plans and Employee Profit Sharing Plans (EPSPs).
Session Times:
- Thursday 8:45 - 10:15 - FULL
- Thursday 10:30 - 12:00 - FULL
- Thursday 1:45 - 3:15 - FULL
- Thursday 3:30 - 5:00 - FULL
Enterprise Risk Management
Speaker(s): John Wright, Anne Taylor
This session will address how to develop an ERM methodology within the organization to identify, evaluate, and establish action plans for strategic, operational, and financial risks and effectively monitor and communicate findings and plans throughout the organization.
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Environmental Sustainability
Speaker(s): David Crawford
Join David Crawford, CMA as he presents an overview of how to strategically approach internal environmental and external sustainability related risks and opportunities.
Session Times:
- Friday 1:45 - 3:15 - FULL
- Friday 3:30 - 5:00 - FULL
Fiscal Challenges Facing Canadian Governments
Speaker(s): Charles Lammam
Canada is at a “Fork in the Road.” Charles’ presentation focuses on the fiscal challenges facing Canadian governments.
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From Finance to Influence: How to lead every time you speak
Speaker(s): Brenda Allen
From Finance to Influence® is an intensive course designed specifically for the Financial Professional. Participants learn how to lead and inspire every time they communicate whether it’s a formal presentation, one-on-one impromptu conversation, team meeting, elevator pitch, email or phone call.
Session Times:
- Thursday 8:45 - 10:15 - FULL
- Thursday 10:30 - 12:00 - FULL
- Thursday 1:45 - 3:15 - FULL
- Thursday 3:30 - 5:00 - FULL
Global and National Influences on Local Economic Development
Speaker(s): Sasha Angus
Global and National Influences on Local Economic Development: Sasha Angus will present an overview of global and national economic performance over the past few years and their impact on how local economic development agencies help their communities keep moving forward.
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How Am I Doing? Performance Management that Works
Speaker(s): Val Carter
Performance management is widely misunderstood. It’s often viewed as simply a paper exercise. At worst, the ‘school report’ approach can actually reduce motivation. Successful performance management allows employees to grow their skills consistently. Employee engagement soars, resulting in greater results, motivation and retention.
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IFRS Technical Accounting Update
Speaker(s): Mark Patterson
Just when you thought the International Financial Reporting Standards (“IFRS”) transition was over, a new group of standards needs to be applied starting in 2013.
Starting with some lessons learned from the first year of Canadian IFRS reporting, we will review the requirements of the new standards to be applied next year including IFRS 10, Consolidated Financial Statements; IFRS 11, Joint Arrangements; IFRS 12, Disclosure of Interests in Other Entities and IFRS 13, Fair Value Measurements. We will conclude with an update on other significant ongoing IASB standards development projects including Financial Instruments, Revenue and Leases.
Due to the complex nature of these standards, we aim to provide sufficient information to help you with issue identification and application to your organization.
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KPMG’s thoughts on how Canadian Governments can respond to future fiscal challenges
Speaker(s): Giles Newman
Giles will present KPMG’s thought leadership on how Canadian gov’ts can respond to the future fiscal challenges.
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Make Your Performance Shine
Speaker(s): Lisa Martin
Learn the six key attributes of “star” talent and how to build a winning career brand and trajectory to maximize the value and results you deliver to your organization and drive greater rewards and satisfaction for yourself.
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Managing risk in private companies – It’s easier than you think
Speaker(s): Angela Reddy, Martin Pow
This short course engages the participants in a discussion of critical risks and introduces certain methodologies for managing risk in the private company context.
Session Times:
- Thursday 8:45 - 10:15 - FULL
- Thursday 10:30 - 12:00 - FULL
Measuring the Value of People
Speaker(s): Ian Cook
People are often an organizations highest single cost. Alongside salaries and benefits, absence, turnover, and other people issues bring substantial costs to an organization. Costs that need to be identified and managed. The relatively new field of HR measurement is developing quickly to enable organizations to track and control their people related costs, as well as find ways to test and substantiate the investments they make in people. Based on real examples and established measurement standards we will demonstrate the importance of effectively managing these.
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Mostafa Askari Presentation
Speaker(s): Mostafa Askari
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Not-for-Profit Organizations – Planning for, realizing and showing results in a changing environment
Speaker(s): Bill Reid, Donna Diskos
In this current environment, where “change” has taken on whole new meanings, non-for-profit organizations face even more of an imperative to reconsider their priorities and directions for the future, how this translates into their budgets, and the means by which they can demonstrate success.
Session Times:
- Thursday 8:45 - 10:15 - FULL
- Thursday 10:30 - 12:00 - FULL
One Size Doesn’t Fit All: Conflict Resolution
Speaker(s): Lee-Anne Ragan
While conflict is universal, how we deal with it isn’t. This workshop takes a holistic view of culture (including ethnicity, socio-economic status, sexuality, ability, gender and more), to provide participants with a framework for how to build a culturally sensitive, collaborative conflict resolution process that can then be tailored to fit your individual communities and cultures.
Session Times:
- Friday 8:45 - 10:15 - FULL
- Friday 10:30 - 12:00 - FULL
- Friday 1:45 - 3:15 - FULL
- Friday 3:30 - 5:00 - FULL
Organizational Change, the Ongoing Leadership Challenge
Speaker(s): Kathi Irvine
The pace of change in every organization today continues to increase in speed and intensity, and there is no sign that things will slow down any time soon. Due to global pressures or leaders’ ongoing desire to be innovative to meet the ever changing business environment the resulting changes put significant pressures on people as they try to adapt. Leaders throughout the organization need a greater capacity for dealing successfully with change than ever before in history.
Leading Organizational Change workshop is designed for leaders in all organizations undergoing change of any kind. It takes a brand new look at an age-old problem: “How does an organization learn and integrate the necessary competencies for successfully implementing complex, transformational change?” This insightful and comprehensive workshop explores exactly what is required to ensure the successful outcome of any major change initiative. Leaders at all levels benefit greatly from participating in this workshop.
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Overview of the “Canada Starts Here” Jobs Plans
Speaker(s): Dana Hayden
Dana will present an overview of the “Canada Starts Here” Jobs plans – what BC is doing through the BC Jobs Plan to respond to future economic opportunities for BC?
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Panel: Fiscal Sustainability
Speaker(s): Moderator – Gordon Gunn, KPMG
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Panel: Greater Victoria Social Services
Speaker(s): Moderator – Gordon Gunn
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Practical Tips for CMAs in a Financial Leadership Role
Speaker(s): Stephen Priddle
Learn many practical tips of interest to CMAs in leadership roles in corporations and not for- profit organizations. Stephen Priddle, CMA, CA, a very experienced Chief Financial Officer, will provide his perspective on the role of finance function, along with hardhitting, useful and specific tips
Session Times:
- Friday 8:45 - 10:15 - FULL
- Friday 10:30 - 12:00 - FULL
- Friday 1:45 - 3:15 - FULL
- Friday 3:30 - 5:00 - FULL
Ready, Get Set… Change! The Impact of Change on Workforce Productivity and Engagement
Speaker(s): Lisa Ryan
Managing change effectively can ensure your organization is properly positioned to meet current and future organizational objectives. Yet, organizations tend to underestimate the importance of managing change through their people – those who plan and implement change initiatives – inevitably undermining their ability to achieve desired goals.
Session Times:
- Friday 8:45 - 10:15 - FULL
- Friday 10:30 - 12:00 - FULL
Revolution 3.0 - Adopting new behaviours for better outcomes
Speaker(s): Bev McPhee
“Revolution doesn’t happen when society adopts new technology, it happens when society adopts new behaviors.” (Shirky, 2008).
Everyone’s talking about it: The hottest mobile app. The new gadget. The trending social media tool. But the real conversation for today’s strategic managers isn’t about what, it’s about who and why.
Session Times:
- Friday 8:45 - 10:15 - FULL
- Friday 10:30 - 12:00 - FULL
- Friday 1:45 - 3:15 - FULL
- Friday 3:30 - 5:00 - FULL
Strategic Planning in the Workplace
Speaker(s): Hana Carbert
This interactive workshop will use several case examples to examine linkages between stated organizational goals, the business environment and visible strategies, with focus on the functional strategy level. As a participant, you will gain an appreciation of the tools used to develop and execute successful strategies. You will also examine the strategies of your own organization relative to the competitive landscape. Exercises will provide an opportunity to consider your own role relative to strategy formulation, execution and monitoring, and highlight opportunities to increase personal effectiveness.
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Success is a Balancing Act
Speaker(s): Lisa Martin
In this session over-committed and overwhelmed high-performers discover the tools and take the steps to effectively lead themselves professionally and personally.
Session Times:
- Friday 8:45 - 10:15 - FULL
- Friday 10:30 - 12:00 - FULL
Succession Management: What is the role of professionals and managers?
Speaker(s): Diane Hertel
Over half of the companies surveyed recently could not name a CEO successor should an immediate need arise. And succession plans dwindle as you move down into employee ranks. Company boards and senior executives are increasingly concerned about succession management as the key to sustaining the organization’s strategic viability.
Session Times:
- Friday 1:45 - 3:15 - FULL
- Friday 3:30 - 5:00 - FULL
Surviving in the Downturn - Kelowna Flightcraft's 40 years in Business
Speaker(s): Meryle Corbett
Find out a little more about one of Kelowna’s largest non-government employers, Kelowna Flightcraft Group of Companies. What really happens out at the Kelowna airport in those 9 hangar buildings? Come and hear about recent strategies to grow the KF business and the company’s survival tactics in these tough economic times. Meryle Corbett, CFO, will provide an overview of the companies’ various business units, the owner’s entrepreneurial growth model and the efforts KF have made to overcome industry downturn pressures.
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Taming the Bull, Hunting the Elephant
Speaker(s): Sasja Nieukerk, BA, MA-Leadership
Everyone knows someone who’s like a “bull in a china shop” – they behave in ways that upset or offend others. These bulls often say or do the wrong things, trample over peoples’ feelings, cause confusion and misunderstanding, and in general are clumsy and awkward in their relations with others. Yet many individuals, teams, and organizations pretend that the bull isn’t that big of a deal and ignore it. Sound familiar? Now the bull becomes the “elephant in the room” – that obvious truth that remains ignored and unresolved and is one of the biggest reasons behind conflict and ineffective teams.
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Tax Policy Decisions and Government
Speaker(s): David Douglas Robertson
With demographics placing increasing pressure on government expenditures over the coming years and decades, there will be a corresponding obligation to ensure that government revenues match the demand. This session will explore the tax policy decisions and alternatives that both federal and provincial governments are facing, with a focus on current trends and thought leadership in the area. From attracting capital investment to increase government revenues, rebalancing the mix between income taxes, consumption taxes, and other charges, to dealing politically with the potential need to increase tax rates—all will be discussed.
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Tax Refresher / HST Update
Speaker(s): Darren Bank, Trevor Goetz, Darren Taylor
The Income Tax and HST Update is geared towards providing CMAs working in financial leadership roles, entrepreneurs and business owners with an overview of issues and opportunities for themselves and their businesses as well as an update of recent changes that may affect their tax strategies.
Session Times:
- Thursday 1:45 - 3:15 - FULL
- Thursday 3:30 - 5:00 - FULL
The Art & Science of Strategic Planning: Leading a Strategic Planning Session
Speaker(s): John Phillips
This module will offer an outline of how to conduct a strategic planning session.
Session Times:
- Thursday 1:45 - 3:15 - FULL
- Thursday 3:30 - 5:00 - FULL
The Art & Science of Strategic Planning: Preparing for a Strategic Planning Session
Speaker(s): John Phillips
Developing trust, engaging in healthy conflict, securing commitment and becoming accountable are all key elements to preparing for the planning process.
Session Times:
- Thursday 8:45 - 10:15 - FULL
- Thursday 10:30 - 12:00 - FULL
The Future of the Global Economy
Speaker(s): Prof. Saul Klein
Taking a 20-year view, Prof. Klein will speculate on the future of the global economy. In so doing, he will draw conclusions from current trends and point to key issues that warrant attention. While demographic trends are predictable, others are more uncertain.
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The Road to CFO
Speaker(s): Samuel Dergel
Using tools from my CFO Coaching kit, I will guide the audience to understand what it will take them to grow into a strategic and valuable CFO.
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The Strategic Advantage of Corporate Social Responsibility
Speaker(s): Dean Warner, CMA, Dr. Kyleen Myrah, CMA
This session will help participants navigate the terrain of corporate social responsibility (CSR) to determine the most effective approach for their organization. The workshop will present an overview of CSR, who it involves and what it encompasses. Current and future trends in CSR will be explored including more accountability, proactive long-term strategies and employee involvement. The benefits, internally and externally, of a CSR approach that is integrated into an organization’s strategy will be highlighted using specific examples from the corporate sector. Participants will leave with the knowledge of key success factors for the implementation of CSR into their business.
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The Twin Virtues
Speaker(s): Paul Summerville
Following the intense globalisation of the past 25 years the world has turned upside down. Once basket case countries like China, Brazil and India are now threatening the global leadership of countries like the United States, Japan, and Germany. What explains the rise of countries and how some countries profit from or are crushed by dramatic changes in the structure of the global economy?
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Time Management
Speaker(s): Greg Campeau
Feeling caught between a clock and a hard place? We live in a stripped-down, every-job-counts, more-with-less workplace. The time management challenges that we face in the highly unpredictable and interdependent workspace are very different than those from just a decade ago and old strategies and solutions don’t work anymore! Ever more demanding customers, more meetings, interruptions and electronic communications overload are leaving many people feeling overworked, overwhelmed!
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Understanding Today's Multi-generational Workforce
Speaker(s): Sasja Nieukerk
This fun and interactive workshop focuses on the phenomenon of the multigenerational workforce and the ever-growing challenges that leaders and organizations face in retaining and engaging such a diverse labour force.
Session Times:
- Friday 8:45 - 10:15 - FULL
- Friday 10:30 - 12:00 - FULL
- Friday 1:45 - 3:15 - FULL
- Friday 3:30 - 5:00 - FULL
