CONFERENCE PROGRAM

WEDNESDAY, JUNE 5

2:30 – 3:30

PRE CONFERENCE WORKSHOP 

SESSION ONE – LOOKING FOR AN ERP: HERE’S WHAT YOU SHOULD BE THINKING ABOUT FIRST

Speaker

JAMIE L. SMITH

Co-Founder,
Amplify Advisors

Sponsored by:

3:30 PM – 4:30 PM

PRE CONFERENCE WORKSHOP

SESSION TWO – CULTURE MATTERS: THE BUSINESS IMPACT OF BEING A GREAT PLACE TO WORK  

In today’s dynamic business landscape, talent-related issues such as high turnover, low engagement, and skills shortages pose significant challenges for organizations across industries and sizes. Recognizing the urgency to address these issues, there is a growing business imperative to enact cultural transformation.


Contrary to common assumptions, the culture conundrum extends beyond HR and Operations; it demands leadership involvement across all functions. This session delves into the transformative power of a people-centric culture on business performance. By engaging leaders at all levels, we will explore how to foster a culture of trust and belonging that drives engagement and retention.


Join us to gain actionable insights aimed at cultivating a workplace environment where every individual feels valued and empowered. Together, let us pave the way to establishing your organization as a great place to work that fosters excellence and inclusivity for all.


Session Learning Objectives

 

  • Understand the business impact of being a great place to work
  • Learn about the five factors that contribute to creating a people-centric culture
  • Explore specific actions to drive cultural transformation 

Speaker

KYLENE ZENK

Senior Principal on the Human Insights Team

UKG

4:30 PM – 5:30 PM

PRE CONFERENCE WORKSHOP

SESSION THREE – AI EVOLUTION: EMPOWERING CFOs IN FINANCE TRANSFORMATION

Join us for a dynamic panel discussion, hosted by RSM in collaboration with the City of Kelowna, as our experts delve into the transformative impact of AI in financial management. Learn about the evolving role of CFOs in data-driven insights and how AI can help streamline financial tasks

Discover success stories, challenges, and practical strategies for AI adoption while gaining insights on formulating AI strategies and managing organizational change. Be part of the journey to confidently navigate the future of finance. 

Moderator

SAWAN DHALIWAL

Director, Technology Advisor,
RSM Canada

Panelists

GEORGE CASEY

Principal, Advanced Practice Leader, 
RSM Canada

PRAVEEN CP

Manager, CFO Advisory, 
RSM Canada

Sponsored by:

THURSDAY, JUNE 6

BREAKFAST SEMINAR

7:30 AM – 8:40 AM

GLOBAL RISKS REPORT 2024

Developed in collaboration with World Economic Forum, this 19th edition of the Global Risks Report is crafted with insights from over 1,400 risk experts globally. It clearly outlines the major risk issues that leaders like you will face and provides practical steps to confidently plan for what lies ahead.

Some of the key risk areas identified in the 2024 report include:

  • Misinformation and disinformation
  • Extreme weather events
  • Societal polarization
  • Cyber insecurity
  • Interstate armed conflicts

Join Marsh McLennan experts for a session discussing the key global risks and their Canadian implications and leverage this knowledge to enhance your strategic foresight.


You can explore the Global Risks Report 2024 here: https://www.marsh.com/ca/en/risks/global-risk.html

Sponsored by

8:45 AM – 9:00 AM

WELCOME, LAND ACKNOWLEDGEMENT  & OPENING REMARKS

Welcome

AMANDA VELLA Conference Chair

NORM FERGUSON Executive Director, FEI Canada National Office


Address
ALYSIA CARTER Chair, FEI Canada Board of Directors

 

9:00 AM – 10:00 AM

OPENING KEYNOTE

THE FUTURE IS SUPERHUMAN

Today, we are undergoing a paradigm shift. The growth and adoption of new technologies, like Generative AI, is at a dizzying pace. At the same time, the baseline expectations of our stakeholders and employees keep rising. How we can harness the power of technology to achieve extraordinary feats – not at the expense of our humanity, but by amplifying it.

Shawn Kanungo provides a bold, unique and contrarian view of the near term-future. He outlines how financial executives can embrace these new disruptive trends, but at the same time, restore the human experience.

This requires us to make bold decisions in a world of uncertainty. How do we navigate the AI revolution? How do you tackle mounting stakeholder expectations? How do we disrupt ourselves before someone else does?

“‘Superhuman’ isn’t solely about better work or smarter thinking; it’s about amplifying the human experience, creating magic for our clients, and igniting bolder actions. ” Weaving together storytelling, humor, inspiration and actionable takeaways, he explores how we can take unexpected approaches to innovation to remain competitive and relevant.

Opening Keynote Speaker

SHAWN KANUNGO

10:50 AM – 11:50 AM

KEYNOTE – CFO PANEL

ADAPTATION IN ACTION: THE CFO’s EVOLUTION IN A RAPIDLY CHANGING BUSINESS TERRAIN

The evolving landscape of the CFO’s role is marked by profound shifts in the face of an ever-accelerating business environment. As we navigate the future of the workplace, dynamic changes are underway, such as the use of predictive analytics, hybrid workplaces, supply chain shifts and the knowledge loss from the retirement of baby boomers. 

 

As we embrace the future, the reskilling of finance teams becomes paramount. The evolving skill requirements necessitate a proactive approach to equip teams with the capabilities needed to thrive in a rapidly changing landscape. This commitment to reskilling not only ensures adaptability but also positions finance professionals as strategic contributors to the organization’s success.

In essence, the changing role of the CFO is intertwined with the broader transformations in the workplace and the strategic adaptation to emerging trends. Embracing resiliency, navigating the accelerated pace of business, and strategically addressing workforce dynamics are at the core of ensuring success in the future landscape.

Moderator

WINNIE LEUNG

Vice Chair, FEI Canada Board of Director

Panelists

DAN HUGO

CFO, ATB Financial

THERESA JANG

Executive Vice President & CFO

Stantec

NAZIM MERALI

Vice President Administration and CFO · NAIT
(Northern Alberta Institute of Technology)

10:50 AM – 11:50 AM

ECONOMIC OUTLOOK PANEL

OLD PROBLEMS, NEW IDEAS: OVERCOMING CANADA’S PRODUCTIVITY CHALLENGE

Canada’s productivity growth rates have been poor by international standards, highlighting a 20% productivity gap between Canada and the United States. Why is Canada lagging?  Many factors come into play including capital investment, public / private ownership, labour practices and management practices to name a few. 

Studies show that Canada has good management practices compared with firms in Germany, Japan, and Sweden, and better than most other European countries and developing countries.  Listen to the panel discussion and take part in the Q&A on what Canada can do to improve productivity.

Moderator

KARL SCHAMOTTA

Chief Market Strategist, CORPAY

Panelists

ROBERT ASSELIN

Senior Vice President, Policy
The Business Council of Canada

TREVOR TOMBE

Professor of Economics, University of Calgary and Research Fellow at The School of Public Policy

2:00 PM – 3:00 PM

THURSDAY CONCURRENT SESSIONS

SESSION #1 GREEN FINANCE: INTEGRATING ESG INTO YOUR BUSINESS

Discover how ESG is reshaping finance at our upcoming talk, ‘Green Finance: Integrating ESG into Your Business’. Learn from a compelling company case study how ESG compliance not only fosters sustainable practices but significantly impacts financial metrics – from achieving 30% savings in carbon expenses to enhancing revenue through consumer awareness and strategic sales.

Delve into the financial advantages of being ESG compliant, including cost savings and favorable banking rates, and explore actionable steps for integrating ESG into your organization. Join us to unlock the potential benefits of ESG for your company.

Moderator

ARTHUR MADDEN

Director and CEO
AJM Solutions

Panelists

MARK DELLER

Managing Partner, ALTS Canada

THEODORE TA

Senior Financial Specialist,
Centre of Excellence, SAP

SESSION #2 THE WORLD OF THE FRACTIONAL CFO: INDUSTRY TRENDS AND GETTING STARTED

Our panel of seasoned Fractional CFOs, Nicole Archibald, Florian Meyer, and Danny Chiarastella will be led through a discussion by our moderator, Stephen Mill, with Robert Half. They will dive into current industry trends and how the Fractional CFO world has continued to explode and evolve over the past 12 months. The panel will also discuss how they find new clients and the various types of engagements they have worked on. 

Using their broad range of client experiences, the panel will cover areas including investor relations, acquisitions and divestitures, connecting owners with external resources, process optimization, strategic planning, and most recently, oversight of ERP system implementation/conversion and assisting with accessing resources and funding—plenty of real-world examples and practical solutions you can take away and apply.


Given the rising demand for Fractional CFOs to fill the existing senior financial leadership gap, FEI Canada is considering creating a Fractional CFO Thought Leadership Committee. Your feedback regarding this initiative is welcome at this session or otherwise.

Moderator

STEPHEN MILL

President Canada,
Robert Half

Panelists

NICOLE ARCHIBALD

Principal, Archibald Consulting

 

DANNY CHIARASTELLA

CFO, Amplify Advisors

 

FLORIAN MEYER

Fractional CFO and Board Member, Newhouse Partners Inc.

3:50 PM – 4:50 PM

THURSDAY PM KEYNOTE ETHICS SESSIONS

LEADERSHIP IN AN ERA OF MORAL POLARIZATION

Moral leadership – and the idea of doing the ‘right’ thing in business – has long been talked about as if it were simple. Be professional, follow the code of conduct, and all will be okay. That may have been the case before, and, in this edge-of-your-seat keynote, business ethicist and TEDx speaker Morgan Hamel suggests that changing stakeholder expectations, paired with the power of social media, have changed the game. Sharing a compelling real-life story from her time as CEO of online ethical fashion company The Garment Inc., Morgan illustrates how stakeholders’ perspectives on morally charged topics can generate financial and reputational risk – offering The De-Polarization Method™ as an antidote.

Moderator

LARRY BROWNOFF

Director, Member Relations, CPA Alberta

Speaker

MORGAN HAMEL

Professional Speaker on Ethics,

session on Ethics, Innovation and AI

FRIDAY, JUNE 7

7:30 AM – 8:40 AM

BREAKFAST SEMINARS

FEI CANADA TALKS

8:45 AM – 9:00 AM

FRIDAY WELCOME

Welcome:
AMANDA VELLA Conference Chair

NORM FERGUSON Executive Director, FEI Canada National Office


Brief Remarks and presentation of the CAPON AWARD and the outgoing Chair of the BOD:
 
ALYSIA CARTER Chair, FEI Canada Board of Directors and presentation of CAPON AWARD

9:00 AM – 10:00 AM

FRIDAY OPENING PLENARY KEYNOTE

LEADING THE AI CHARGE:  STRATEGIES FOR SUCCESS AND THE ROLE CFO’s CAN PLAY

Discover the vibrant world of Artificial Intelligence and Machine Learning in Edmonton, Alberta, a world-leading hub of AI research and commercialization and home to the Alberta Machine Intelligence Institute (Amii), one of Canada’s national AI Centres of Excellence.

Join us for a dynamic fireside chat as Cam Linke, CEO of Amii shares tangible steps businesses can take to be applied AI leaders and leverage AI’s full potential. In this dynamic session, gain actionable insights and proven strategies that extend beyond the realm of technology. Learn how CFOs can play a pivotal role in igniting innovation, nurturing top-tier talent, and propelling industry transformation. This is your chance to connect with one of Canada’s top leading AI experts and gain the AI insights you’re looking for – don’t just witness the AI revolution; be a part of it.

Moderator

LEANNE CLARKE

Chief Financial Officer, IBM Canada

Speaker

CAM LINKE

Amii CEO

10:05 AM – 11:05 AM

KEYNOTE SESSION

DEVELOP A 21st CENTURY CFO MINDSET: THE FINANCIAL SCOUT ON THE HILL

There is a growing demand in public, private and nonprofit sectors to hire full time or contract, interim or fractional 21st Century CFOs.

 

The demands of a 21st Century CFO are becoming more complex. The 21st Century CFO is moving away from a super accountant, finance stereotype and moving towards a role more akin to a Deputy Chief Executive Officer. This shift in CFO expectations is due to the continual unpredictable global industry disruption and change. The CFO acts as the steward of the money for immediate and long-term measurable financial success in these ever-changing times. 

“No longer can CFOs rest on past laurels.”

 

There are two major elements for CFOs to consider in remaining relevant.  CFOs must not only focus on what they have achieved but most importantly analyze how they think and see forward. How CFOs think is critical in developing current and future financial strategies. Seeing forward allows the CFO to become the financial scout on the hill looking up and out as to what challenges may compromise the financial strength, and growth of the company. Looking up and out will prevent the CEO and the other members of the executive team from being blindsided. Secondly, integrating the following five distinct pillars leadership, sales, finance, technology, and operations into their respective CFO performance positions current and future CFOs in staying relevant and becoming better leaders, educators, and communicators. 

Speaker

JAN EDEN

Business and Professional Growth Expert

12:10 PM – 1:10 PM

FRIDAY CONCURRENT SESSIONS

SESSION #1 CYBERSECURITY & FINANCIAL RESILIENCE: SAFEGUARDING FINANCIAL RESILIENCE THROUGH CYBERSECURITY

The final session of the series will take place at our annual conference. This session will bring together thought leaders, industry experts, and forum members to delve deep into the critical connection between cybersecurity and financial resilience.

Attendees will gain practical insights into aligning cybersecurity measures with financial goals, enhancing organizational agility, and navigating regulatory and compliance challenges.

Moderator

VLADLEN STARK

Director Finance, NGL Supply Company Limited

Panelists

JOHN POPTIS

Managing Director, Teleglobal Consulting Group

 

ESPIT JAJAL

Digital Strategy and Business Transformation Leader, Ricoh

SESSION #2 THE PRIVATE EQUITY LANDSCAPE:  FUEL YOUR BUSINESS GROWTH

Dive into the world of private equity with our panel of experts! We’ve all been hearing a lot about the significant dry powder in the private equity market, and now it’s time to understand what it means for your business’s growth and succession plans.

 

Join us for an insightful discussion where our experts shed light on various private equity options in the market.  From the tried-and-true traditional private equity to the exclusive realms of family offices and the game-changing minority private equity, our experts will illuminate how these diverse forms can  integrate into your company’s financial strategy.

This is your opportunity to get your private equity questions answered by this panel of seasoned experts. 

Moderator

HOWARD JOHNSON

Head of Canadian M&A Advisory and Country Leader, KROLL

Panelists

CHAD DANARD

Senior Managing Director, Triwest Capital Powers

 

SHIVA DEAN

Vice President, Private Equity, Hokanson Capital

 

TERRY FREEMAN

Head of Investments and Founder of ATB Private Equity

1:15 PM – 2:45 PM

CLOSING KEYNOTE SPEAKER AND LUNCHEON

MANAGING YOUR ORGANIZATION’S BRAND TO DRIVE RESULTS: WHAT REALLY MATTERS!

In this closing keynote, we’ll dissect the disruptive forces shaping modern business and provide actionable insights to navigate the evolving brand landscape to drive results. Explore the strategies for adapting to rapid change, fostering innovative teams in a digitally connected world and balancing executive and corporate branding efforts that really matter based on data-backed research.

Discover the keys to crafting unforgettable customer experiences and the importance of adopting a global perspective in today’s geopolitical climate. Join us for practical tips and strategies to thrive amidst the current disruptive landscape.

NIK NANOS

Founder and Chief Data Scientist, Nanos Research | Expert in Political, Business and Social Trends