SESSIONS

WEDNESDAY, MAY 31

 

Pre-Conference Seminar

3:30 PM – 4:30 PM

 

The Strategic CFO: Building Capabilities Through Digital Transformation, an Executive Roundtable in Partnership with Coupa & Optis Consulting

 

Join Coupa, Optis Consulting, and your Financial Executive peers to discuss how modern technology can help you respond to challenges and successfully navigate economic turmoil without broad cutbacks. Discuss capabilities and strategies for maintaining profitability, and debate how to manage uncertainties in this executive roundtable.

 

JON DAVIES, Account Director, Coupa

RADIA MOUHYI, Account Director, Coupa

AARON DUNN, Partner, Optis Consulting

AMIN MOH, Manager, Optis Consulting

 

Centre des congrès de Québec
Room 204 A/B

 

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Pre-Conference Seminar

4:30 PM – 5:30 pm

 

Promoting Financial Well-being in the Workplace

 

Financial problems can be one of the biggest causes of stress and can have a significant impact on stress levels and overall well-being. Supporting employees’ financial wellbeing is one of the best ways to create a sense of security and belonging, and companies need to ensure that they can deliver this support to remain competitive. This session will look at how employers can develop a financial wellness program and measure its success to identify areas for improvement.

 

  Assessing employee and organizational needs and challenges

  Making sure your employees have the right information, planning, resources and tools

  Effectively promoting and rolling out a workplace financial wellbeing program

 

THERESA SMITH, Partner Director, Human Insights & HCM Strategic Advisory Group, UKG

 

Centre des congrès de Québec
Room 205 A/B/C

 

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THURSDAY, JUNE 1

 

Breakfast Semiars

7:30 AM – 8:30 AM

 

Climate & Sustainability – Manage your Risk and Own your Narrative

 

Results from 2022 World Economic Forum’s Executive Opinion Survey, respondents choose up to five risks they consider as being the biggest threats for their country in the next two years. For Canada, executives highlighted the failure of climate change adaptation as a critical area of concern in addition to economic risks factors including debt crisis, inflation and asset bubble burst.

 

In this session you will gain insights and takeaways from the 2023 Global Risks Report, with an aim to share some of its implications for Canadian organizations. Specifically, which are the “no regret” actions businesses can take now to improve climate risk management? And how are organizations integrating sustainability and ESG data into their investment governance frameworks and risk management processes as they allocate capital?

 

Speakers:

BONNIE FOLEY-WONG, Sustainable Investment Leader, Marsh – Mercer

CRISTINA SCENNA, Managing Director, National Corporate, Growth Leader, Marsh

 

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Centre des congrès de Québec
Room 206 A/B

 

Keynote Speaker
9:15 AM – 10:15 AM

 

Introduction and Q&A: ERIC AUBRY, General Manager Québec, Payworks

 

Discover the Business Behind the Magic

 

Cirque due Soleil Chief Executive Officer and former Chief Financial Officer, Stéphane Lefebvre, drops the curtain on life inside one of the Canada’s premier brands known around the world.

 

Speaker: STEPHANE LEFEBVRE, CEO, Cirque du Soleil

 

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Centre des congrès de Québec
Hall 2000 A/B

 

Keynote Speaker
11:10 AM – 12:10 PM

 

Introduction & Q&A: BONNIE FOLEY-WONG, Sustainable Investment Leader, Marsh – Mercer

 

Sustainability Reporting: Why it’s Important for All of Us

 

Investors and interested parties are increasingly calling for high quality, transparent, reliable and comparable reporting by companies on sustainability. Sustainability topics such as climate risk, supply chain resilience and biodiversity among others, can all affect the return of an investment. Investors have asked that Sustainability Reporting reflect the same level of rigor and transparency we have built for Financial Reporting under IFRS.

 

In May 2022, based on market-based feedback, the Independent Review Committee on Standard Setting in Canada (IRCSS) recommended to Canada’s oversight councils that a Canadian Sustainability Standards Board (CSSB) be created. On June 15th, 2022 the Auditing and Assurance Standards Oversight Council (AASOC) and the Auditing and Assurance Standards Oversight Council (AASOC) announced their approval of a Canadian Sustainability Standards Board (CSSB). The CSSB works with the ISSB to develop and support the adoption of IFRS Sustainability disclosure standards. The CSSB also works to ensure the standards are fit-for-purpose in Canada.

 

Charles-Antoine St. Jean, past CEO of CPA Canada and now Regional Director Americas for the ISSB, will enlighten our understanding of the road ahead of all of us.

 

Speaker: CHARLES-ANTOINE ST-JEAN, Chair, Canadian Sustainability Standards Board

 

Centre des congrès de Québec
Hall 2000 A/B

 

Concurrent Sessions
1:30 PM – 2:30 PM

 

Introduction: MYEN LIM, Associate Principal, The Targeted Strategies Group

 

Finance Alternatives in the Current Environment

 

The Private Company Committee of FEI Canada will host a panel to discuss the current state of the lending markets in Canada and alternatives to traditional bank financing.

 

Moderator: HOWARD JOHNSON, Head of Canadian M&A Advisory and Country Leader, KROLL

 

Panelists:

RON E. GORDON, Director/Vice-President, Business Development, TD Asset Bank Lending

MELISSA-FRANCE HEREDIA, Regional Vice-President & Head of Lending Québec, RoyNat Capital

DUANE MORRISON, Director,New Business Originations, Siena Lending Group

 

Centre des congrès de Québec
Room 205 A/B/C

 

Sustainability and the Bottom Line: How CFOs and Senior Finance Executives Can Drive Corporate Responsibility and Profitability

 

This panel discussion will explore the critical role that CFOs and senior finance executives play in advancing sustainability within their organizations. As companies increasingly recognize the financial benefits of incorporating environmental, social, and governance (ESG) factors into their strategies, it is essential for finance leaders to integrate sustainability goals into financial planning and decision-making. Our panelists will share their insights and experiences on how to create a sustainable and profitable business model that balances economic growth with social and environmental responsibility. They will address topics such as measuring ESG performance, identifying sustainable investment opportunities, and communicating the value of sustainability to stakeholders.

 

Moderator: MARTIN FOX, Managing Director Canada, ROBERT WALTERS

 

Panelists:

LEANNE CLARKE, Chief Financial Officer, IBM Canada

BONNIE FOLEY-WONG, Sustainable Investment Leader, MARSH- MERCER

 

Centre des congrès de Québec
Room 206 A/B

 

Keynote Speaker
3:20 PM – 4:20 PM

 

Introduction:  MYEN LIM, Associate Principal, The Targeted Strategies Group

 

C-SUITE PANEL: PIVOTING IN A CHANGE ECONOMY: M&A STRATEGY INSIGHTS FROM CANADA’S LEADING COMPANIES

 

Hear from some of Canada’s leading companies, including CGI and Intact, on how the rapidly changing business environment has affected their corporate strategies and how they’ve responded to the challenge.

Moderator: HOWARD JOHNSON, Head of Canadian M&A Advisory & Country Leader, KROLL

 

Panel:  

LOUIS MARCOTTE, CFO, Intact Insurance

FRANCOIS BOULANGER, COO/ex-CFO, CGI

FRIDAY, JUNE 2

 

FEI Canada Talks
7:30 AM – 8:30 AM

 

TODAY’S MUST-HAVE SKILLS FOR TOMORROW’S GROWTH

 

Amid fierce competition and ongoing disruption, accounting and finance leaders play an increasingly critical role – providing vital consultancy, analysis, planning and due diligence to ensure sound decision making. However, just 14% of CFOs are confident they currently have the skills they need within the finance function. With a growing skills gap and talent acquisition quickly rising to the top of the CFO’s agenda, Blackline worked with independent research firm Censuswide to survey C-Level executives and accounting and finance professionals in organizations around the world. Join us as Michael Schultz of Blackline discusses the survey findings, ways to stay ahead of the curve, and how to attract and retain the best talent for your organization.

 

MICHAEL SHULTZ, Solutions Marketing Director, Strategic Accounting, BlackLine

 

Learning Objectives:

 

After this session you will be able to:

 

  Identify the technological and other skills accounting and finance professionals need today to ensure growth for tomorrow

  Recognize the biggest barriers for recruiting and retaining accounting and finance’s future leaders

  Describe what makes companies attractive for talented accounting and finance candidates

 

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What is Keeping Your or Your Clients Up at Night?

 

As a business owner, or someone that supports one, you know that running a business is no easy feat. Between managing employees, balancing budgets, and making strategic decisions for the future of your company, it’s no surprise that many entrepreneurs find themselves losing sleep at night. However, the financial stressors that come with helping run, or owning a business can also have a significant impact on your personal life and the well-being of your family. That’s why we created a survey to FEI Canada Members in order to gain insight into what’s keeping them up at night, particularly when it comes to managing their family finances. This presentation will share the survey results to help you better understand the unique challenges that business owners face and how you can achieve both business and personal financial success.

 

Speaker: MYEN LIM, Associate Principal, The Targeted Strategies Group

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Centre des congrès de Québec
Hall 2000 A/B

 

Keynote Speaker

9:15 AM – 10:15 AM

 

Introduction: JULIE PÉLOQUIN, Vice President, Outreach and Visibility, CPA Quebec

 

Women in Leadership – Invisible Obstacles to the C-Suite 

 

While progress has been made in setting goals for increasing the proportion & diversity of women in leadership, women continue to be underrepresented in these positions. Our panel of powerful, insightful and inspiring female leaders will share stories on their path to the C-suite. How did they forge their way in the business world to become successful? In this session you will hear about challenges faced overcoming invisible obstacles and the persistence it takes to become a leader. While challenges still exist, the road is the bright road ahead.

 

Moderator: PAMELA STEER, President & CEO, CPA Canada

 

Panel:

MURIELLE LORTIE, Chief Financial Officer, Claridge Inc.

SAMIRA SAKHIA, President & CEO, Knight Therapeutics

PAULETTE SENIOR, CEO & President, Canadian Women’s Foundation

 

Centre des congrès de Québec
Hall 2000 A/B

 

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Keynote Speaker

11:20 AM – 12:20 PM

 

2023 ECONOMIC OUTLOOK: Long and Variable Lags

 

The famous economist Milton Friedman once observed that “monetary actions affect economic conditions only after a lag that is both long and variable” – and his words may have never been borne out as clearly as in the current cycle. A little more than a year after major central banks launched history’s biggest and most concerted tightening campaign, vulnerabilities are appearing in the global financial system, volatility expectations are shifting, and economies are slowing at wildly different paces.

 

In this session moderated by Karl Schamotta, Jean-François Perrault and Sébastien McMahon will explore how a monetary policy-induced turn in the credit cycle could impact the outlook for the Canadian and global economies.

 

Moderator: KARL SCHAMOTTA, Chief Market Strategist, Corpay

 

Panel:

SEBASTIEN McMAHON, Vice President, Asset Allocation, Chief Strategist, Senior Economist & Portfolio Manager, Industrial Alliance Investment Management Inc.

JEAN-FRANCOIS PERRAULT, Senior VP & Chief Economist, Scotiabank

 

Centre des congrès de Québec
Hall 2000 A/B

 

Closing Keynote Speaker

2:50 PM – 3:50 PM

 

MASTERING SELF-LEADERSHIP FOR PROFESSIONAL SUCCESS

 

Introduction & Sponsor: CHAD GREELEY, Director, Field Sales, Wolters Kluwer, CCH Tagetik

 

There have been many definitions of self-leadership, from Bryant and Kazan’s definition as the “practice of intentionally influencing your thinking, feeling and actions towards your objective/s” to Charles Manz initial definition back in 1983 as “a comprehensive self-influence perspective that concerns leading oneself”.

 

At its core, self-leadership is personal mastery, the ability to manage and take accountability for one’s thoughts, emotions and actions to lead oneself, and others, to a successful outcome.

 

Speaker: ELOISE GAGNON, High-Performance Mentor, Business Lawyer, CEO, and International Speaker.

 

Centre des congrès de Québec
Hall 2000 A/B

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