CONFERENCE PROGRAM

WEDNESDAY, JUNE 1

BREAKFAST SEMINARS

7:15 AM – 8:20 AM

TOPIC 1: ACHIEVING YOUR MODERN ACCOUNTING GOALS: WHY A VALUE-BASED APPROACH IS KEY

MICHAEL SHULTZ
Director of Solutions MarketingBlackLine

Accounting is being asked to do more—manage risk, achieve even higher levels of effectiveness, and guide corporate strategy. To meet the demands of their expanding roles, accounting and finance leaders are transforming the way work is done so their teams can adapt quickly in a dynamic environment and focus on the priorities of the organization. This requires bringing in technology to rid accounting & finance teams of old, manual ways of doing things. Automating manual, mundane tasks creates valuable time to focus on pressing matters.

 

Learning Objectives:

1) Identify ways modern accounting can help accounting & finance focus on the more important matters of the organization.

2) Recognize how to build a framework for accelerating modern accounting and measuring success along the way.

3) Discuss how a modern accounting approach can enable accounting & finance teams to lead their organizations with better decision-making with real-time access to financial data.

TOPIC 2: Risky (Hybrid) Business

CFOs are playing a central role in rethinking the post-pandemic office for the entire organization.   With a whole host of new variables and risks in 2022 that can be mitigated but not controlled, finding ways to close the digital skills gap, optimize core processes and coax further employee performance gains are areas for big wins.  Rethinking the “office” carries a one-time opportunity for Finance and IT to double down on pandemic era gains, get ahead of rising costs, close security gaps and eliminate process obstacles that hinder growth.

Join the Ricoh Canada panel of experts in digital transformation, cyber security and process optimization as they discuss the obstacles confronting finance leaders in 2022.

Panelists:

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

8:55 AM – 9:10 AM

WELCOME & OPENING REMARKS

DAVID MARRIOTT
FEI Canada, Conference Chair
& CFO, Pomeroy Lodging
DAVE BEZANSON
FEI Canada, Chair of the Board of Directors, & VP Investor Relations & Pensions, Emera Incorporated
GEORGINA BLANAS
FEI Canada,
Executive Director
9:10 AM – 10:10 AM

TURNING DISRUPTION INTO OPPORTUNITY

HARRY TAYLOR

Executive Vice President, Finance & CFO
WestJet Airlines

 

The pandemic disrupted the airline industry in many ways.  At the onset, fear of contracting the virus, travel restrictions and quarantine rules, and cancellation of large-scale events meant that people did not travel for business or pleasure. As the pandemic continued, and new COVID variants emerged, travel demand remained depressed. The pandemic also lowered the barriers for new entrants into the market, changing the competitive landscape. Find out how WestJet managed through the uncertainty of the crisis, and how they are preparing for the future as travel demand rebounds.

 

“As businesses across Canada turn their focus to recovery from the pandemic, it’s important to come together and learn from each other,” said Harry Taylor, WestJet Chief Financial Officer. “After two immensely challenging years, the FEI conference provides a terrific opportunity for finance leaders from across the country to share experiences, exchange ideas and learn from one another. And have some fun while doing so!”

SPONSORED BY
10:15 AM – 11:45 AM

THE FUTURE OF ESG: HOW IMPORTANT IS IT FOR 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 

ESG has been on the minds of the world leaders, company boards and everyday citizens for some time which has been enhanced by the pandemic. We explore the trends, lessons learned and look to the future of ESG for Canadians and the world.  

 

Net Zero banking Alliance

•   Emissions enabled through the loan program

•   Banks monitoring exposure

•   2030 target – measures / metrics à moving the dial

Reporting Trends

•   Increased climate disclosure requirements,  Task Force on climate disclosure

•  Macro trends

•   Early lessons learned

Integration of ESG in Financing / Investing

•   Have to have targets, process and overview, compliance

•   Greenwashing – biggest risk  (could be a subject on its own; we should touch on it)

 

11:50 AM – 12:50 PM 

THE IMPORTANCE OF LEADERSHIP IN THE “S” OF ESG

THIS SESSION QUALIFIES FOR AN ETHICS CREDIT

JAMIE GROSSMAN
Managing Principal
Cresa Toronto
STEVE SADDLEBACK
Director
Indian Resource Council

The pandemic is putting the “S” in ESG to the test.  Corporate social responsibility is becoming increasingly more important on company culture and the need for strong leadership. Social issues have become more important to investors, suppliers and employees during the pandemic. Diversity and inclusion, pay equity, social pressures on sustainability have become the driving forces behind policy making and governance processes of corporations around the globe. We explore how business leaders can shape corporate culture to attract the best talent and increase shareholder value. 

CONCURRENT SESSIONS

2:00 PM – 3:00 PM

TOPIC 1: ESG: THE ROAD AHEAD – ESG REPORTING IS COMING. WHAT YOU NEED TO KNOW?

SCOTT BANDURA
Partner, Assurance, PwC Canada 
SARAH MARSH
Partner, National ESG Report and Assurance Leader, PwC Canada 

Join us at this knowledge-sharing session to better understand the evolving world of ESG Reporting.

 

Scott Bandura, Partner, Global Accounting Consulting Services, Calgary, PwC Canada

 

Scott will speak on how ESG reporting is evolving across industries, including energy. Starting from a global perspective, Scott will share insights on the regulatory landscape and how it may impact Canadian Companies including the latest developments at the International Sustainability Standards Board (ISSB), the Canadian Securities Administrators (CSA), the Securities and Exchange Commission (SEC) and European standard setters.

 

Sarah Marsh, Partner, National ESG Report and Assurance Leader, PwC Canada

 

Sarah will speak to Assurance and how companies can build trust in their ESG reporting. Sarah will also discuss leading practices on how to approach mandatory and voluntary reporting needs and give practical insights on how companies are developing controls and systems to report such information.

 

Arthur Madden (CCR) will act as Moderator

TOPIC 2: THE FUTURE OF PAYMENTS

Daniel Oh
DANIEL OH
Country Manager (Interim), Sage Canada (Moderator)

Kenneth Fridman, VP, Finance, Interac Corp. 

 

This session will explore the emerging trends to facilitate the transfer of funds between businesses.  The panel will discuss the new technologies that are being adopted, the use of digital currencies, risk mitigation strategies and the benefits of more efficient and less costly transactions.

• How does technology and regulation influence the evolution of payments?

• Can consumer preferences shift the way we transact on a daily basis? (Perks/rewards, payment deferral, payment splitting, transaction speed/cost)

• Will the ‘underbanked’ and ‘unbanked’ consumers around the world drive the payment revolution and fundamentally change the payment structures?

• Is Central Bank Digital Currency (CBDC), both wholesale and retail, solve the problems with payments today (cost, time, compliance?)  Is digital Yuan driving the global adoption?

• Is crypto the end game of global commerce?  How can companies leverage crypto today from investment and capital management perspective?

TOPIC 3: enhancing private company value with effective governance

Governance is often thought of as a bureaucratic necessity for public companies, which is probably why governance is often not a priority for private companies.  However, effective governance can add tremendous value to a private company by improving risk management, strategic planning and other key areas of the business.  While public companies may spend considerable time dealing with statutory requirements,  private companies have the advantage of tailoring and evolving their governance model to meet the needs of the business and its owners.  As an operator and strategic partner across various functions, the CFO plays a key role in the governance process and can be a catalyst for change.

The panel of experts will discuss the ways in which good governance can enhance business value and the key considerations for private companies, including:

• Governance models – Differences between public and private companies

• Boards of Directors vs. Advisory Boards

• Benefits in periods of transition (e.g., succession, IPO, sale)

• Challenges and keys to success

 

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 

ECONOMIC OUTLOOK

KARL SCHAMOTTA
Chief Market Strategist
CORPAY
MATTHEW STEWART
Canada Director Economics and Financial Advisory Group,
Deloitte 
PETER TERTZAKIAN
Chief Energy Economist
Arc Energy Research Institute
DR. TU NGUYEN
Economist and ESG Director, RSM
MODERATOR

The pandemic brought on many challenges from supply chain disruptions to lack of workers to rising costs of doing business.  Hear from a panel of experts on what can we expect to see as governments, corporations and consumers embark on a post-pandemic economy. 

4:10 PM – 5:10 PM 

WE ARE NOT JUST OIL

JORDAN BALABAN
President
Greengate Power
BRENT LAKEMAN
Director, Hydrogen Initiative
Edmonton Global 
TREVOR WHITE
President & CEO
Switch Power
VLADEN STARK
Director Finance
NGL Supply Company
Moderator

Alberta is ideally positioned to be a leader in renewable technology and decarbonizing Canadian energy production on our path to net-zero future. We have world-class infrastructure, technical expertise and ability to scale-up production of natural gas and hydrogen to power the transition away from traditional oil businesses, as well as create entirely new markets with dramatically lower lifecycle GHG emissions.    Our speakers will discuss their experience in developing and operating Canadian largest solar and wind farms, how traditional oil and gas businesses  are decarbonizing through electrification and exciting hydrogen opportunities for the Edmonton region, the province, and the nation. 

THURSDAY, JUNE 2

BREAKFAST SEMINARS

7:30 AM – 8:40AM 

TOPIC 1: 13 Brutal Realities Stalling DEI&B Efforts 

Despite the recent flurry of activity regarding Diversity, Equity, Inclusion, and Belonging (DEI&B), women, people of color, and other underrepresented groups continue to experience significant inequities at various levels of the employee experience in Corporate America. These disparities won’t be overcome without acknowledging and boldly addressing 13 inconvenient but foundational challenges resulting from past and present systems, structures, and behaviors.  In this session, participants will: 

• Review the current state of DEI&B. 

• Learn the 13 Brutal Realities. 

• Explore strategies to overcome the 13 Brutal Realities

DR. JARIK CONRAD
VP HUMNA INSIGHTS & HCM ADVISORY, EXECUTIVE DIRECTOR, EQUITY AT WORK
UKG
PRESENTER

TOPIC 2: Finance in the New world – Digital Explosion of Financial Data and Ensuing Opportunities

Digital is the Force of Change – The digital revolution is forcing finance to change everything – including the way it plans, budgets, forecasts, partners, pays, accounts, controls, reports, and manages risk. Best-in-class finance means finding ways to automate everything, generate insights, and increase decision speed / accuracy. Now is the time to bring in this incremental change and stay ahead of the pack.

AMEET BHOJWANI
MANAGING DIRECTOR, FINANCE & PERFORMANCE
Deloitte
JOHN HUGO
VICE-PRESIDENT, FINANCIAL PRODUCTS & GO TO MARKET
Workday Inc.
VEENA RAVI
PARTNER, FINANCE & PERFORMANCE LEADER FOR BRITISH COLUMBIA
Deloitte
 
GUY WILLIAMS
REGIONAL FINANCIAL SALES LEADER
Workday Inc.
MODERATOR
9:00 AM – 10:00 AM 

THE CFO OF THE FUTURE

LEANNE CLARKE
CFO
IBM Canada
STEPHEN MILL
CANADIAN PRESIDENT
EXECUTIVE SEARCH
Robert Half
MODERATOR
PAMELA STEER
CEO
CPA Canada
CFO of the Year™ 2019
NADEEM VELANI
CFO & EVP
Canadian Pacific Railway
CFO of the Year™ 2020

Being on “autopilot” no longer works due to the disruption and uncertainty that COVID-19 had on the economic conditions, supply chain and the financial stability of the organizations.  In this session you will have the opportunity to hear from a panel of CFOs and Finance Leaders from 3 different organizations on the lessons learned and what they changed to support their organizations through the pandemic and beyond. 

CONCURRENT SESSIONS

11:55 AM – 12:55 PM 

TOPIC 1: HOW TECHNOLOGY IS DISRUPTING PRIVATE COMPANY FINANCE

DAN HUGO
CFO
ATB Financial
HOWARD JOHNSON
MANAGING DIRECTOR & CANADIAN MARKET LEADER
Kroll
AMANDA VELLA
SENIOR DIRECTOR BUSINESS ADVISORY
ATB  Value Accelerator
GARY TEAGUE
SENIOR ADVISOR, ESTATE PLANNING
The Targeted Strategies Group
MODERATOR

Finance Technological disruption is happening all around us and the finance industry is no exception. A panel of experts will examine how technological disruptions are impacting mergers & acquisitions, financing, entrepreneur exit alternatives and family business succession for privately held companies. Our discussion will include topics such as:

 

• Open banking, crypto currency and fintech and their impacts on the lending landscape
• The changing role of the banker in this digital landscape
• Digital transformation and aging business owners, setting the next generation up for success
• How technology is changing the M&A process for buyers and sellers
• The accuracy of automated valuation reports and their impact on selling expectations
• We will also ensure there is adequate time to address any additional questions from the audience around technology trends and private company finance.

TOPIC 2: MANAGE THE OPTIMIZATION OF OPERATIONS. A ROLE FOR FINANCE?

In this session, we will explore finance’s role in managing the effectiveness of operations while maintaining an optimal level of risk. The panelists will address how finance can use technology to provide forward looking insights on managing suppliers, procurement practices, global supply chains and contracts. The session will discuss trends in supply chain simulation, procurement modelling and ESG practices which facilitate the operating efficiency of the organization.

In depth topics:

CUSMA (NAFTA 2.0) implications to North America trade. Does political and tax landscape make Canadian companies attractive to supply goods and services to the US and Mexico, as well as internationally?

• Do geopolitical pressures across the world put pressure on North American companies tolook for local suppliers and customers? Is regionalization the next evolution of the global trade?

• Do EGS pressures create restrictions for trade in certain parts of the world. As we enter a commodity super cycle globally, how can Canadian companies keep their supply costs competitive?

• What role does finance play in operations excellence and strategy of the business and its supply chain? Deeper look at the supply chain simulation and procurement modelling.

PANELISTS

Mark Deller,  Managing Partner, Davidson Mattis
Christine J. Diaz, Senior Director S/4HANA Finance & Risk, CoE, SAP Canada
Dave Malenfant, Director, Outreach and Partnerships, Centre for Supply Chain Innovation, Texas Christian University

TOPIC 3: DRIVING TAX STRATEGY IN AN EVOLVING ENVIRONMENT

As we peer over the horizon, the key pillars to an effective tax strategy to mitigate financial, operational and reputational risk of an organization. Discussion around topics such as developing a risk framework, establishing governance protocols, framing an advocacy approach, communicating tax policies, and managing the tax compliance burden.

PANELISTS:

Fred O’Riordan, Canadian National Leader, Tax Policy, EY
Thomas Brook, Partner, Transaction Tax, EY
Meghan Harris-Ngae, Partner, ESG, Climate Change & EHS, EY
Michelle Tocher, Partner, Tax Technology & Transformation, EY

Moderator:
Sandra Pereira, Chair Tax Policy Forum, Senior Vice President, Head of Tax, Tricon Residential

10:50 AM – 11:50 PM

KEYNOTE SPEAKER

LEADING WITH A GROWTH MINDSET: HOW TO INNOVATE AND SUCCEED DESPITE DISRUPTION 

LISA CARROLL
Canadian Public Sector Leader
Microsoft Canada

As the public sector lead for Microsoft Canada, Lisa Carroll witnessed firsthand the rapid transformation across the public sector over the past two and a half years. Working alongside the government on its digital journey, a new approach to risk was developed – transforming a massive ecosystem to be digital first as tens of thousands of employees moved to remote work and citizen services were near-instantly moved online. Join Lisa as she discusses the growth mindset that not only made it possible but will also empower our recovery. From leadership to skilling to cybersecurity to diversity and inclusion, we know what it will take to come back stronger. 

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)

Manjit Minhas shares business lessons with equal parts force and finesse. A judge on CBC’s Dragons’ Den for the past six years, Minhas also runs the 10th largest brewery in the world — earning an excess of 220 million dollars last year alone. Her unprecedented success in a male-dominated field demolished stereotypes, surprised competitors, and cleared a path for entrepreneurs of every age and gender. In talks, she distills the hands-on entrepreneurial lessons of her success, showing audiences how they can embrace change, defy expectations, and incentivize disruption.

Luncheon sponsored by

Wine sponsored by

2:50 PM – 3:00 PM

CLOSING REMARKS & LAUNCH OF 2023 CONFERENCE