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KEYNOTE
SESSIONS

THURSDAY, JUNE 6

9:10 AM – 10:20 AM OPENING KEYNOTE SPEAKER
CANADA: COAST TO COAST TO COAST
RICK MERCER
Author and Host of The Rick Mercer Report for 15 years

Rick Mercer is presenting a keynote that will make you appreciate, as never before, this unique nation we all call home. It’s a heart-soaring and laugh-out-loud funny affair, and a perfect way to celebrate what our great country has to offer.

 

Few people know Canada like Rick Mercer knows Canada. Whether prodding at our institutions, celebrating our unsung heroes, or illuminating everything wonderful and weird about our country, Mercer is a galvanizing speaker. He’s our fiercest critic, our sharpest mind, and our most hilarious comic. This is a one-time talk that gathers together all his—and our—strengths. It is a talk that connects to the past, evaluates our present, and looks forward, hopefully, into the future.

10:50 AM – 11:30 AM KEYNOTE SESSION
CANADA 2030: The Defining Forces Disrupting Business
JANE COOPER
Senior Research Associate

The Conference Board of Canada

Over the next decade, the world is facing political, social, environmental and technological transformations that will have profound implications for investors and businesses operating in Canada. In this session, Jane Cooper will elaborate on some of the key research findings from the Conference Board’s research series on trends and disrupting forces that will impact Canadian business in the next ten years.

11:30 AM – 12:30 PM KEYNOTE SESSION
CFO PANEL: Disrupted Industries
MARTIN FOX
Managing Director, Canada

Robert Walters

Moderator

DARLENE DASENT
Vice President and Chief Financial Officer

University Health Network (UHN)

GORD NELSON
Chief Financial Officer

Cineplex

JUDITH PURVES
Executive Vice President and Chief Financial Officer

CBC/Radio-Canada

The year is 2019; we now have more companies, competitors and innovative business ideas than we have ever had before. The speed of technological advances has undoubtedly shaken up and disrupted various industries.

 

Because of this, businesses, regardless of their current size and success, have had to remain nimble and sometimes pivot to find new ways to stay relevant and successful.

 

The CFO panel will discuss how their businesses have made the necessary changes to not just survive in today’s disruptive economy, but thrive in it and nail it!

2:45 PM – 3:45 PM KEYNOTE SESSION
DISRUPTED CITIES / SMART CITIES
JAMIE GROSSMAN
Managing Principal, Broker

Cresa

Moderator

LISA TAYLOR
Chief Financial Officer

Waterfront Toronto

LESLIE WOO
Chief Development Officer

Metrolinx

JENNIFER REYNOLDS
President & CEO

Toronto Finance International

Paul Sywulych
VP, Digital Innovation

Morneau Shepell

New digital technologies are being used to help cities manage congestion, improve public safety, reduce energy consumption, and allocate resources based on real time data. A “smart city” is an urban area that uses different types of electronic sensors to collect data, data which is then used to manage assets and resources efficiently.

 

Smart cities have the potential and are specifically designed to improve all aspects of their inhabitants’ lives, from how they move around and use energy, to how they make a living and interact with the natural environment.

 

The panel will discuss how smart cities are not only helpful to inhabitants’ lives but increasingly essential in an ever more populated and congested world.

3:45 PM – 4:30 AM KEYNOTE ADDRESS
The Power of Perspective: A true Career Story of #Disruption #NailedIt
ROSIE MACLENNAN
Canadian Olympic Gold Medalist

After winning gold in London 2012, Rosie MacLennan immediately turned her attention to Rio 2016 and thought she could ride the momentum through the next four years, building on her previous successes. But, what do you do when you come home and everything crumbles- not once, but seemingly over and over again? In the four years between London and Rio, Rosie learned that nothing goes according to plan; that it is not about the disruption you face but how you nail it. Join RosieMacLennan as she shares her experiences about overcoming the disruption in her career and how she moved from point A to point B, from London to Rio, ultimately standing in exactly the same spot, but with an entirely different perspective.

Ready to book attendance?

FRIDAY, JUNE 7

9:00 AM – 9:30 AM

LAUNCH
Pete Pigott
President & CEO

FEI Canada

Michael Kravshik
Co-Founder & CEO

Luminari

Louis Marcotte
SVP & CFO

Intact Financial Corporation

9:30 AM – 10:30 AM KEYNOTE SESSION
FEI CANADA TALKS: Lifecycle of a Senior Financial Executive
DAVINDER VALERI
Director – Strategy, Risk & Performance

CPA Canada

Moderator

AMELIE FABIAN
Audit & Assurance Professional

Deloitte Toronto

ALEX KWONG
Co-founder & CFO

Crowdlinker

SUNIL GANDHI
VP, FINANCE & CFO

Trophy Foods Inc.

BRUCE WATERMAN
Corporate Director, Former Canada’s CFO Of the Year and Executive in Residence for the FEI Canada CFO Leadership Program.

The launch of the FEI Young Luminaries mentor/protégé program has allowed financial executive protégés to learn from senior financial executives who have been there, done that and worn the t-shirt for numerous years in the C-suite.

 

However, for as much wisdom as the mentors impart on their protégés, the fresh outlook of the protégés certainly makes this relationship a two-way street.

 

So when does the career of the financial executive start? Is it the first excel spreadsheet a child makes to track his or her allowance? Is it the graduation day from their University degree? Is it when they have their own office at work? Or when they sit at the head of the boardroom table?

 

Please join the panel as they discuss the life cycle of the senior financial executive in a TED Talk format. Listen to examples of when they faced #Disruption at work, and what they did to counter this and make sure they #NailedIt.

11:15 AM – 12:15 PM KEYNOTE SESSION
THE DISRUPTORS
RUSS WONG
Chief Financial Officer

ADP Compliance Solutions

Moderator

DANIEL DUBOIS
Serial Entrepreneur

Former Airbnb, Co-Founder & President, ShareShed + Guiides.com

LEEN LI
Chief Financial Officer

Wealthsimple

PERRY MONACO
Head of Customer Success – Canada and New Business

LinkedIn

DANIEL VALENTINI
Sr. Operations Manager – Canada

Uber

The twenty-first century has brought us a plethora of new, innovative business ideas which were brainstormed, created and developed to serve the needs of an ever more demanding and technology focused marketplace, some needs that we did not, at the time, even know existed, until they were serviced.

 

The panel will discuss how their companies and organizations came to the market. From what started as ideas in a boardroom has now, for many of them, expended into multi-billion dollar powerhouses that have caused controversy, disruption and admiration in equal measure, and what the future holds for these companies and organizations as we move further into the twenty-first century.

1:20 PM – 2:50 PM CLOSING LUNCHEON AND KEYNOTE SPEAKER
An Ongoing History of Disruption: The Music Industry with Alan Cross
ALAN CROSS
Broadcaster

Few industries have been turned upside down, beaten to a pulp and disrupted as much as the music industry.  Go back twenty years and the landscape is almost entirely unrecognizable.  The way we engage, listen to and access music has completely changed.

 

Technology was clearly the enabler, but how did it all happen?  What caused the turmoil?  How did so many global companies and their executives get caught flat footed?

 

Alan Cross, world renowned music geek, tells the inside story of technology’s impact on the music industry with insight to the disrupted, the disruptors and the ‘next new things’ that never caught on.

CONCURRENT
SESSIONS

THURSDAY, JUNE 6

1:35 PM – 2:35 PM
Global Tax Developments
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SANDRA PEREIRA
SVP and Global Head of Tax

Tricon Capital Group

Moderator

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ARLENE SCHWARTZ
Chair, Committee on Private Companies

Financial Executives International

ConferenceBiosMain_0002_Joseph Micallef
JOSEPH MICALLEF
National Financial Services Industry Tax Leader & National Asset Management Tax Leader

KPMG

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JON NORTHUP
Partner

Goodmans LLP

Tax is something that has an impact on everyone; we all have questions about it and we would all love to be more knowledgeable about it. Please join us and listen to an informative and insightful roundtable discussion from experts in the field of tax. As we approach 2020, the session will discuss the global tax trends and the management of tax risk relevant for the c-suite.

COMMITTEE ON CORPORATE REPORTING: Disruption in Finance
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CELINE ARSENAULT
VP, Finance

Livingston International

Moderator

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HASHIM AHMED
CFO

Jaguar Mining Inc.

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SHAUNA HIBRANT
Senior Vice President, Finance

MORNEAU SHEPELL

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CHRIS HOUGH
Partner

KPMG

Given technology evolution in the business world, CFOs and senior finance executives are facing disruption in finance relating to processes, systems and people in their organizations. During this session, you’ll learn about disruption in finance and how its impacting CFOs and senior finance executives.  You will have the opportunity to hear solutions and engage in a discussion with industry professionals on how disruption is impacting the finance function and assess readiness in your organization for future financial disruption to drive value and efficiency in today’s fast-paced, technology-based business environment.

Cybersecurity in 2019: Geopolitical, Espionage and other Disruptive Threats to your Business
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BILL ROSS
Business Executive

VERCERTA

Moderator

BagnallBio
Detective Constable Kenrick Bagnall
Computer Cyber Crime – Intelligence Services

Toronto Police Services

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PENNY MAXWELL
CFO

IBM Canada

biopics_0007_Rory Mcleod Blackberry (1)
RORY MACLEOD
VP & Global head of Cybersecurity and Professional services

Blackberry

Much has been reported in the media about the involvement of governments in cybersecurity. In this session, we will explore the current developments in cybersecurity: who the key perpetrators of industrial espionage are, the threats they pose to businesses and citizens, and what steps should be taken to mitigate.

US Track: From Wall Street to Bay Street: The Origins and Evolution of American and Canadian Finance. Where do we go from here?
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EVAN JUNEK
Managing Director, Corportate Finance Advisory Group

J.P. Morgan

ConferenceSite_BioPics_0004_JoeMartin
JOE MARTIN
Director – Canadian Business and Financial History Program

Rotman School of Management, University of Toronto

While both Canada and the United States were both under British rule at one point, there are significant differences in how their financial systems have evolved.

 

Joe Martin, co-author of, “From Wall Street to Bay Street: The Origins and Evolution of American and Canadian Finance” explains how the US financial system has historically been much more innovative than the Canadian system, and as a result, the American system has been much more volatile (and gotten into more trouble, both in the 2008 financial crisis and in the Great Depression).

 

One could argue that while the US Financial System has been more #Disruptive (innovative), the Canadian Financial System #NailedIt by adopting an evolutionary path.

FRIDAY, JUNE 7

12:20 PM – 1:20 PM
Economic Outlook
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CARL GAUVREAU
Chairman

FEI CANADA

Moderator

biopics_PierreCleroux
PIERRE CLEROUX
Vice President, Research and Chief Economist

BDC

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DANIEL LESLIE
Senior Vice President & Head of Corporate Banking (Canada)

HSBC

biopics_0001_Christa Manning
CHRISTA DEGNAN MANNING
Director, Human Capital Management Innovation

Ultimate Software

In an ever more globalized world, with increasingly adversarial political agendas and differing economic ideologies, what exactly does this mean for the future of the Canadian and the Global economy moving forward?

Treasury and Capital Markets – Into the Unknown: How Technology is Transforming Markets
SchamottaBio
KARL SCHAMOTTA
Chief Market Strategist

Cambridge Global Payments

A technological revolution has gotten underway – one that is different in scale, scope and complexity from any that has come before. New ideas are sweeping across the global economy, unleashing powerful forces that are shifting the flow of goods, money, and ideas across borders – while creating a whole new set of challenges for treasurers and financial executives.

 

In this session, the key technologies that are changing how the global financial system functions will be discussed, setting the stage for another round of turbulence in Canadian markets. From a foreign exchange trader’s unique perspective, Karl Schomatta will explore the risks and opportunities that are emerging for finance organizations – giving you the knowledge needed to confidently step into the unknown.

Governance and Risk
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BRIAN ELOWE
Managing Director

Marsh

Moderator

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PETER DODIC
Chief Risk Officer

Payments Canada

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GLEN RENTON
Vice President, Business and IT Services

Ricoh Canada Inc

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MICHAEL SERBINIS
Serial technology entrepreneur, investor, founder

League Inc.

More and more, organizations are recognizing “disruption” as a top risk. The speed and scale of disruption continues to intensify, as technology, societal expectations, and regulations evolve at increasing speed. These forces are fundamentally changing business models and introducing new competition. Effectively managing these risks is not just a necessary ingredient for success but for survival. Just ask Sears, Kodak or Xerox.

 

But how do you identify disruption risks and appropriately adapt your business strategy? Disruption does not neatly fit into traditional risk management models and involves a high degree of uncertainty and complexity. Risk management practices must evolve to meet these challenges.

Rise of the Fractional CFO Model in North America
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DAVID MCISAAC
Interim Chief Administrative Officer (CAO, COO, CFO),

Toronto Botanical Garden

Moderator

biopics_0010_Charlene_Bergman_800x800
CHARLENE BERGMAN
Managing Director and leader of the Interim Management & Executive Search practice

Farber

biopics_Delorme
MONIQUE DELORME
BILINGUAL FINANCE EXECUTIVE

CFO Services

biopics_0002_David Keaney
DAVID KEANEY
CEO

D’Four Group

biopics_PaulNagpal
PAUL NAGPAL
Chief Operating Officer

The CFO Centre

With the rise of the micro-business culture, globalization, technology advances, and greater regulation the need for the CFO skill set has never been greater. Many small to midsize businesses or start-ups in North America are finding themselves at a tipping point – they can no longer keep up with their financial and accounting needs, but equally are not large enough to justify a full-time CFO. Equally, organizations of all sizes are looking for the flexibility to bring on CFO skills that align to their needs or life-cycle, without the risk or long-term commitment. One option that companies in this position are taking advantage of is a fractional or part-time CFO solution that allows for the benefits of an experienced CFO, without taking on the cost of a full-time employee. The fractional CFO model, well established in Europe, is a disrupter in the industry and is rising in popularity in North America due to its flexibility and “pay for what you use” appeal, for both clients and CFOs.

Complimentary conference registration for new FEI Canada members

BREAKFAST

SESSIONS

THURSDAY, JUNE 6

The Future of Payments: Elevating your Finance function

For years, CFOs and financial professionals have identified key challenges when it comes to business payments, but disruption in this industry is helping remove these pain points and create value add opportunities for businesses. Join this interactive session led by Dwain Neckles, Vice President, Large Market, Global Commercial Services at ‎American Express Canada to learn about game changing innovation in business payments and how it’s helping financial professionals enable more streamlined processes, increased speed and efficiency, improved security, and greater access to working capital. American Express Canada will lead the conversation, joined by Sunwing Travel Group and Palliser Furniture Holdings Ltd to offer perspective on real business impacts of innovation and disruption.

 

Presented by:

DWAIN NECKLES, Vice President, Large Market, Global Commercial Services,

‎American Express Canada

PETER BARNETT, Director, Large Market Sales, Global Commercial Services, American Express Canada

GREG MIXON, Director, Payments Consulting, American Express Canada

PERCY GYARA, VP Finance, Hotels & Resorts, Sunwing Travel Group

DARREN STEVENSON, VP Finance, Palliser Furniture Holdings Ltd

It’s Time to Pay Attention to Payroll

When was the last time you really thought about payroll in your organization – how it’s managed, who is managing it, or its role in your overall corporate strategy? If it’s been a while, it’s time to pay attention and refocus on one of your biggest expenses. Payroll in Canada is incredibly complex and even one error can put your brand reputation, employee trust, business continuity and finances at risk.

 

Using real-world examples, this presentation from the Canadian Payroll Association, the authoritative source for payroll knowledge, will highlight the importance of the payroll function to businesses, employees and governments alike.  And, by the time you are done with breakfast, you will understand both the potential pitfalls of mis-management and the strategic advantages of re-prioritizing payroll in the days, weeks and years to come.

 

Presented by:

PETER TZANETAKIS, President, Canadian Payroll Association

De-risking Reporting in the Age of Disruption: A New Approach to Producing Narrative Performance Reports

As the finance leader of your organization, you are tasked with telling the company story on a
periodic basis through various report outputs. The focus is typically on external reporting, yet the internal
reports are arguably more crucial to driving strategic decision making – and the process is infinitely more
painful, disparate, and recurring.

 

In this seminar, you will hear survey data illustrating how internal reporting inefficiency might be impacting
your organization, learn methods to derisk the process in a disruptive era, and hear in-practice examples
of how global finance teams have improved controls with a more comprehensive approach.

 

Presented by:

KEVIN BECKBERGER, VP WW Solution Engineering

Disruptive Technologies: Insights on Procurement Transformation and Why It Matters to Finance

Does your organization get maximum value for the money it spends? Gain insight into how early adopters of market-leading SaaS solutions are reducing operating costs, improving internal controls, and eliminating paper by transforming procurement.

 

Join Timothy Nordin and Adam Fischer, co-founders of OPTIS Consulting for an informative perspective on the role of technology platforms for finance decision-makers within enterprise spend management. Why not RPA, why not outsourcing, why not your ERP, and plenty more – this session will get you
thinking about your organization’s roadmap and what you can do to shape how your spend is managed.

 

Presented by:

TIMOTHY NORDIN, Co – Founder, Optis Consulting
ADAM FISCHER, Co-Founder, Optis Consulting
CHRISTOPHER CRAXTON, Manager at OPTIS Consulting

FRIDAY, JUNE 7

Transformation & The Future of Finance

Business today is still using the data & analytics tools of the past.  Primitive IT infrastructure, information silos, spreadsheets or canned reports and IT as the bottleneck.  Critical decisions are made using unreliable Excel spreadsheets, yet the Future of Finance is based on a transition to a data-driven culture, business collaboration with real-time analysis driving business transformation. How does Finance drive the change needed to become a company that understands, supports, and uses Data and Analytics? Learn how to evolve your organization to truly become the Finance Function of the Future.

 

Presented by:

KATYA FORSYTH, C-Suite Advisor

In Real Life: Reducing Risk, Increasing Efficiency & Driving Material Savings with AR Automation

Payment processing can be rife with risk.  High volumes and process inefficiencies can lead to errors, data loss, PCI non-compliance, inaccurate record-keeping, lengthy DSO and post-dated cheques that get misplaced & trigger late payment notices.  It doesn’t have to be like this.

Join Purolator’s SVP & CFO, Roslyn Samtleben and Ricoh’s Ryan Beckwith as they discuss Purolator’s own experience in successfully leveraging AR automation and outsourcing to expedite payment processing and reduce errors, improve visibility and reporting, while driving material savings.

 

Presented by:

RYAN BECKWITH, Strategic Managed Services Specialist, Ricoh Canada

ROSLYN SAMTLEBEN, SVP & CFO, Purolator

Has your DB pension business model failed you?

Imagine if one of your colleagues approached you with a new business idea: let’s create a division that borrows money to make bets on the equity and bond markets, in the hope of generating excess returns for our shareholders. Unless you happen to work at a hedge fund, it’s not a business model that makes a lot of sense. So why do many companies follow this strategy for their defined benefit (DB) pension plans?

If your organization has a DB pension plan, attend this seminar to find out why this strategy has failed most companies over the last 20 years – making their pension plans more costly while putting their employees’ retirement security at risk. The session will cover real life examples of what forward-thinking financial executives have been doing to recast their pension business model and refocus their risk on their core business.

Presented by:

MATHIEU TESSIER

Managing Director, Client Relationships, Defined Benefit Solutions, Sun Life Financial

WHERE CANADA’S SENIOR FINANCIAL LEADERS GATHER