11:00 am – 7:30 pm
Registration/Information Desk
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5:30 pm – 7:30 pm
Early Arrival Reception
Guests Welcome
7:30 pm
Offsite events by invitation
6:30 am – 3:30 pm
Golf Tournament
Sponsored by:
8:00 am – 8:00 pm
Registration / Information Desk
10:00 am – 3:00 pm
Hike up Tunnel Mountain
4:30 pm – 5:30 pm
Sponsor and Exhibitor Reception
5:00 pm – 6:00 pm
New Member Reception
6:00 pm – 8:00 pm
Welcome Reception
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8:00 pm – 10:30 pm
CFO Leadership Beyond Finance Alumni Dinner
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8:00 pm
Offsite events by invitation
7:00 am – 4:00 pm
Registration/Information Desk
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7:15 am – 8:20 am
BREAKFAST SEMINARS
TOPIC 1: Achieving Your Modern Accounting Goals: Why a Value-Based Approach is Key
Michael Shultz, CPA Solutions Marketing Director, Strategic Accounting, Blackline
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TOPIC 2: Risky (Hybrid) Business
Ryan Beckwith, National Manager, Managed Services, Ricoh Canada
Epsit Jajal, Virtual CIO, IT Services, Ricoh Canada
Julian Jugmohan, Vice-President, Finance, Customer Administration and IT, Ricoh Canada
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TOPIC 3: How Your insurance Program Can Increase Liquidity and Reduce Expenses
Alex Hews: Director Insurance and Risk Management, Enbridge
Joanne Silberberg: Managing Director, Energy & Power Leaders (Canada), Marsh Canada
Sponsored by:
7:30 am – 8:40 am
CONTINENTAL BREAKFAST in Exhibit Hall for guests and delegates
8:30 am – 8:55 am
Welcome and Blessing from the Chief of the Territorial Lands
8:55 am – 9:10 am
WELCOME & OPENING REMARKS
David Marriott – Conference Chair
Dave Bezanson – FEI Canada Chair
Georgina Blanas – Executive Director
9:10 am – 10:10 am
OPENING KEYNOTE ADDRESS
Turning Disruption into Opportunity
Harry Taylor, Executive Vice President, Finance & CFO, WestJet Airlines
Michael Darling, Vice President Business Development Western Canada, National Bank (MODERATOR)
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10:10 am – 10:40 am
Networking Break in DFIN Exhibit Hall
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SHOWCASE PRESENTATION STAGE
DFIN Exhibit Hall
10:20 am – 10:35 am
Ricoh
1:00 pm – 1:15 pm
Sage
1:20 pm – 1:35 pm
UKG
1:40 pm – 1:55 pm
Anaplan
5:40 pm – 5:55 pm
Expera
10:15 am – 11:45 am
KEYNOTE PANEL
The Future of ESG: How Important is it for the Future of Companies
Patrycja Drainville, Associate Director, Sustainable Finance, Scotiabank Global Banking & Markets
Bob Hirth, Senior Managing Director, Protiviti
Sarah Marsh, Partner, National ESG Report and Assurance Leader, PwC Canada
Craig Steele, Assistant Vice President and Country Manager, Anaplan
11:50 am – 12:50 pm
KEYNOTE PANEL
The Importance of Leadership in the “S” of ESG
Paula Allen, Global leaders and Senior Vice President Research and Total Wellbeing, LifeWorks
Jamie Grossman, Managing Principal, Cresa Toronto
Steve Saddleback, Director, Indian Resource Council
Martin Fox, Managing Director Canada, Robert Walters (MODERATOR)
12:55 pm – 1:55 pm
Luncheon and Showcase Stage in DFIN Exhibit Hall
2:00 pm – 3:00 pm
Concurrent Sessions
Topic 1: ESG: THE ROAD AHEAD – ESG REPORTING IS COMING. WHAT YOU NEED TO KNOW?
Scott Bandura, Partner, Global Accounting Consulting Services, Calgary, PwC Canada
Sarah Marsh, Partner, National ESG Report and Assurance Leader, PwC Canada
Topic 2: THE FUTURE OF PAYMENTS
Jaime Leverton, CEO, Hut 8 Mining Corporation
Louis Davis, Product Management and Strategy Executive, Moneris
Kenneth Fridman, VP, Finance, Interac Corp.
Daniel Ho, Country Manager (Interim), Sage Canada (Moderator)
Topic 3: Effective Governance SME: Enhancing Private Company Value
Michael Shultz, Director of Solutions Marketing, BlackLine (MODERATOR)
Keith Chatwin, Partner, Capital Markets and Mergers & Acquisitions, Stikeman Elliot
Gerard McInnis, Principal, Ozone Advisory Group
Lisa Oldridge, Investment Director, The51 and Principal of Fullcrum Advising
3:05 pm – 4:05 pm
KEYNOTE PANEL
Economic Outlook
Karl Schamotta, Chief Market Strategist, Corpay
Matthew Stewart, Canada Director Economic and Financial
Advisory Group, Deloitte
Peter Tertzakian, Chief Energy Economist, Arc Energy Research Institute
Dr. Tu Nguyen, Economist & ESG Director, RSM (MODERATOR)
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4:10 pm – 5:10 pm
KEYNOTE PANEL
We Are Not Just Oil
Jordan Balaban, President, Greengate Power
Brent Lakeman, Director, Hydrogen Initiative, Edmonton Global
Vladen Stark, Director Finance, NGL Supply Company (Moderator)
Trevor White, President & CEO, Switch Power
5:20 pm – 5:35 pm
DISTINGUISHED SERVICE AWARD
Capon Award Recipient Celebration in DFIN Exhibit Hall
6:15 pm – 6:45 pm
Bus departure for social evening
6:30 pm – 10:30 pm
JUST OFF THE BEATEN PATH
MountView BBQ offsite venue
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10:30 pm
After Party at Banff Avenue Brewing Company
7:00 am – 3:30 pm
Registration/Information Desk
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7:30 am – 8:40 am
BREAKFAST SEMINARS
TOPIC 1: 13 Brutal Realities Stalling DEI&B Efforts
Dr. Jarik Conrad, VP Humna Insights and HCM Advisory, Executive Director, Equity at Work, UKG
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TOPIC 2: Finance in the New world – Digital Explosion of Financial Data and Ensuing Opportunities
John Hugo, Vice-President, Financials Products and Go To Market, Workday Inc.
Veena Ravi, Partner, Finance and Performance Leader for British Columbia, Deloitte Canada
Ameet Bhojwani, Managing Director, Finance and Performance, Deloitte Canada
Guy Williams, Financials Lead, Workday Canada
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7:30 am – 8:40 am
CONTINENTAL BREAKFAST in Exhibit Hall for guests and delegates
8:45 am – 9:00 am
WELCOME REMARKS
9:00 am – 10:00 am
KEYNOTE ADDRESS
CFO OF THE FUTURE
Leanne Clarke, CFO, IBM Canada
Pamela Steer, CEO, CPA Canada, CFO of the Year ™ 2019
Nadeem Velani, EVP & CFO, Canadian Pacific Railway, CFO of the Year ™ 2020
Stephen Mill, Canadian President, Executive Search, Robert Half (MODERATOR)
10:00 am – 10:45 am
Networking Break in DFIN Exhibit Hall
Sponsored by
10:25 am – 11:40 am
The Answer Company
10:50 am – 11:50 am
KEYNOTE SPEAKER
LEADING WITH A GROWTH MINDSET: HOW TO INNOVATE AND SUCCEED DESPITE DISRUPTION
Lisa Carroll, Canadian Public Sector Leader, Microsoft Canada
11:55 am – 12:55 pm
CONCURRENT SESSIONS
TOPIC 1: HOW TECHNOLOGY IS DISRUPTING PRIVATE COMPANY FINANCE
Dan Hugo, CFO, ATB Financial
Howard Johnson, Managing Director & Canadina Market Leader, Kroll
Amanda Vella, Senior Director Business Advisory, ATB Value Accelerator
Gary Teague, Senior Advisor, Estate Planning, The Targeted Strategies Group (MODERATOR)
TOPIC 2: MANAGE THE OPTIMIZATION OF OPERATIONS. A ROLE FOR FINANCE?
Vladen Star, Director Finance, NGL Supply Co. Ltd. (MODERATOR)
Mark Deller, Managing Partner, ALTS Canada Inc.
Christine J. Diaz, Senior Director S/4HANA Finance & Risk, CoE, SAP Canada
Dave Melenfant, Director, Outreach and Partnerships, Centre for Supply Chain Innovation, Texas Christian University
TOPIC 3: DRIVING TAX STRATEGY IN AN EVOLVING ENVIRONMENT
Sandra Pereira, Senior Vice President, Head of Tax, Tricon Residential (MODERATOR)
Thomas Brook, Partner, Transaction Tax, EY
Meghan Harris-Ngae, Partner, Canada Climate Change and Sustainability, EY
Fred O’Riordan, Canadian National Leader, Tax Policy, EY
Michelle Tocher, Partner, Tax Technology & Transformation, EY
1:00 pm – 2:50 pm
CLOSING LUNCHEON & KEYNOTE SPEAKER
Manjit Minhas
Canadian Entrepreneur and Dragon’s Den television personality
Constantine Hatzipanayis, Partner, Growth Equity Partners, BDC (INTRODUCTIONS)
Laura Didyk, Vice President Client Diversity, BDC (EMCEE)
Lunch sponsored by
Wine sponsored by
2:50 pm – 3:00 pm
CLOSING REMARKS & LAUNCH OF 2023 CONFERENCE