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Conferences & Events

National Conference 2007

AFOA's 2007 National Conference was held in Vancouver, British Columbia on February 20-22, 2007.

Conference Program

Tuesday, February 20, 2007

11 am - 5 pm Exhibitor Set-Up
4 pm - 8 pm Registration
6 pm - 9 pm Opening Reception with Exhibitors with Entertainment

Wednesday, February 21, 2007

7:30 am - 5 pm Registration
8 am - 9 am Networking Breakfast / Visit the Exhibitors and the Xerox Technology Café
9 am

Prayer:

Robert Baker, Elder, Squamish First Nation

Welcome:

Conference Co-Chairs:

Fred Tolmie, CAFM, Director of Finance, Nisga'a Lisims Government
Judy White, LLB, Chairperson, National Centre for First Nations Governance

Greetings

Bruce Dumont, President, Métis Nation of British Columbia
9:30 am - 10:30 am

Opening Plenary

Keynote

Speaker:

The Hon. Jim Prentice, Minister of Indian Affairs and Northern Development and Federal Interlocutor for Métis and Non-Status Indians (video presentation)

Speakers:

Richard Simon, Regional Chief of Nova Scotia and Newfoundland for the Assembly of First Nations
Chief Leah George Wilson, Tsleil-Waututh Nation
10:30 am - 11 am Networking Break with Exhibitors and Visit the Xerox Technology Café
11 am - 12:30 pm Concurrent Workshops
Financial Management Series

Workshop A - Establishing an Effective Community Investment Program - Keys to Success

Participants will hear first hand experiences relative to the many challenges that can arise when establishing a Community investment program and to the benefits of adhering to a disciplined strategy. A five-step process will be provided relative to the following key areas: 1) Understanding Your Fiduciary Responsibilities; 2) Investment Policy Development 3) Risk Management; 4) Finding the best Investment Manager; and 5) Ongoing oversight and reporting.

Moderator:

Tom Maracle, National Manager, XEROX Canada

Speakers:

Jack Jamieson, Vice President, T.E. Wealth
Rick Morano, Chief Financial Officer, Mnjikaning First Nation
Jim Prodger, Financial Officer, Millbrook First Nation
Healthy Workplace Series

Workshop B - Building Effective Relations Between Elected Leaders & Management

The relationship between elected officials and management has a significant impact on our ability to "take control of accountability" and on building a healthy workplace. Unclear roles, an inability to separate politics from administration, micromanagement - all these issues are universal in nature. However the subject takes on critical importance in Aboriginal communities as it is one with features unique to Aboriginal working environments. The Institute on Governance recently completed a study on this subject which featured case studies of communities that are successfully dealing with the issue. The study's researcher and representatives from communities involved will discuss their efforts at building effective relationships between elected leaders and management.

Moderator:

Romeo Crow Chief, CAFM, President, AFOA Albertaand Board Member, AFOA Canada

Speakers:

Gwen Phillips, Governance Transition Coordinator, Ktunaxa Nation
Chris Robertson.Co'Se'Ma' Communications
Gerald Wesley, Wescan Communications and Chief Negotiator, Tsimshian Nation Self-Governance Series
WORKSHOP C WAS CANCELLED ON SITE

Workshop C - Miawpukek First Nation: Introducing a Unique Approach to Self-Government

The Miawpukek First Nation (MFN) located in Conne River, on the South-West coast of Newfoundland, is recognized as one of the most advanced bands in Atlantic Canada, having a sound governance structure, providing innovative programming, and following solid administrative practices. MFN has embarked on tri-party self government negotiations in a unique way. Community representatives will discuss this process which is community driven and includes an extensive consultation component which allows for the community to develop its own self-governance model.

Moderator:

John Paul, Executive Director, Atlantic Policy Congress of First Nation Chiefs and Member of the Conference Committee

Speakers:

Tammy Drew, CAFM, General Manager, Miawpukek First Nation
Yvonne John, CAFM, Director of Finance, Miawpukek First Nation
Judy White, Self Government Advisor, Miawpukek First Nation
Beginner Series

Workshop D - Remedial Management Plans: Success Stories

This session will examine successful Remedial Management Plans – from the perspective of both general approaches and a specific community success story. Practitioners with third party and co-management experience will provide guidance on RMP formulation, , the debt retirement process, the plan's implementation and monitoring as well as the need for a documented exit strategy. Missanabie Cree First Nation has been working under an RMP for five years and has eliminated their deficit in that time with significant changes to the community's administration. Representatives from Missanabie Cree will discuss their success story.

Moderator / Speaker:

Russ Paradoski, Partner, BDO Dunwoody

Speakers:

Louise Campbell, Bookkeeper, Missanabie Cree First Nation
Jacques Marion, Senior Consultant, BDO Dunwoody LLP
Chief Glenn Nolan, Missanabie Cree First Nation
Lori Rainville, Band Administrator, Missanabie Cree First Nation
Success Stories Series

Workshop E - The Chippewas of Kettle and Stoney Point First Nation Success Story

The Chippewas of Kettle & Stoney Point First Nation's Council's vision statement is "Community Wellness, Development and Financial Stability and Sustainability for the First Nation, and Accountability and Transparency to the Community and its Members." Speakers will share with participants the political and administrative perspectives of the community's path to realizing this vision. With a strong focus on accountability, the First Nation built a governance model focused on financial and human resource development which provided a solid foundation upon which to build and maintain an economic base for a sustainable future, while retaining the principles and values passed on from generation to generation

Moderator:

Ernie Daniels, CAFM, President and COO, AFOA Canada

Speakers:

Chief Tom Bressette, Chippewas of Kettle and Stoney Point First Nation
Lorraine George, Administrator, Chippewas of Kettle and Stoney Point First Nation
Product Information Session

Aboriginal Governments and BMO Bank of Montreal - Meeting the Needs of Today

Aboriginal Banking at BMO Bank of Montreal is more than simply loans and deposits. BMO Bank of Montreal offers an array of products and services that reflect the unique nature of the Aboriginal Market and are designed to address some of the most significant challenges facing Aboriginal Governments. Clint Davis, National Director - Aboriginal Banking and Stephen Fay, Director Business Development, Aboriginal Banking will walk you through the product and service offering, talking about their experiences across the country and how BMO Bank of Montreal has helped Aboriginal Governments achieve their financial goals.

Speakers:

Clint Davis, National Director, Aboriginal Banking, BMO Bank of Montreal
Stephen Fay, Director, Business Development, Aboriginal Banking, BMO Bank of Montreal
Product Information Session

INAC Automated Reporting Forms Initiative

The purpose of this information session is to inform participants of the introduction of Automated Forms for Transfer Payment Recipients to provide their reporting requirements to Indian and Northern Affairs. The session will also solicit the advice of participants regarding the implementation and future use of Automated Forms. Topics to be discussed include: What are the automated forms? Why and how do you use them? Where do you get them? What technology is needed to use them?

Speakers:

Aaron Caplan, Director, Corporate Information Management Directorate, Indian and Northern Affairs Canada

Chris Johnson, Project Manager, Data Collection Review, Indian and Northern Affairs Canada
12:30 pm - 2:00 pm

Luncheon -Engaging Aboriginal Youth into the Profession

Speakers:

Derek Bruno, Award Winner Entrepreneur/Councillor, Samson Cree First Nation
John MacNeil, Partner, National Aboriginal Practice Leader, Grant Thornton LLP
Racine Johnson, Cornwall Collegiate and Vocational School, Ontario
Jordan Scott, Children of the Earth High School, Manitoba
Justin Stevens, Eskasoni High School, Nova Scotia
2:15 pm - 3 pm Plenary

Self-Government & Economic Development Strategies - The Innovative Approach of the Union of Ontario Indians

The Union of Ontario Indians, representing 42 First Nations in Ontario, is involved in self-government negotiations with the Government of Canada in the areas of governance and education. The Union is developing an innovative approach to assuming jurisdiction over education that involves a tripartite agreement between First Nations, the Province and the Federal Government. In this keynote session, Anishinabek Nation Grand Council Chief John Beaucage will discuss the Union's approach to self-government and the Anishinabek Nation Economic Strategy a 10 year strategic plan that will oversee the development of an Anishinabek Nation economy and First Nations economic policy in Ontario.

Speaker:

Grand Council Chief John Beaucage
3 pm - 3:30 pm Networking Break with Exhibitors and Visit the Xerox Technology Café
3:30 pm - 5 pm Concurrent Workshops
Aboriginal Management Series

Workshop F - Recruiting and Retaining Aboriginal Employees

This joint presentation from MPI (Manitoba Public Insurance) and RRC (Red River College) will discuss Aboriginal recruitment and retention strategies that focus on educational institutions, businesses, communities and families working together. MPI's award winning employment strategy highlights innovative internships, training and mentorship programs, the value of supporting retention initiatives at a post-secondary level to cooperative partnerships with other organizations/companies including a strong working relationship with the Aboriginal community. Red River College's Aboriginal Student Support & Community Relations department has been recognized nationally for their creative approach to working with industry partners and community members to increase the participation rates of Aboriginal students in the workforce.

Moderator:

Trina Trang Vy, Finance Manager, Métis Nation of Alberta and Member of the Conference Committee

Speakers:

Diane Carriere, Diversity Coordinator, Manitoba Public Insurance April Krahn, Manager, Aboriginal Student Support Centre & Community Relations, Red River College
Healthy Workplace Series

Workshop G - Leadership & Management Skills: What do You Need to Succeed?

What critical skills do Aboriginal leaders and managers need to succeed? What competencies are required of today's managers? How can you become a successful leader? This session will include a strong focus on Aboriginal women in leadership positions. It will examine the unique issues and challenges faced by Aboriginal women as they strive to meet management responsibilities while balancing other demands and obligations.

Moderator:

Janice Rose, Board Member, AFOA Canada

Speakers:

Brian Calliou, Director, Aboriginal Leadership and Management, Banff Centre
Dr. Cora Voyageur, Associate Professor, Department of Sociology, University of Calgary
Self-Governance Series

Workshop H - The Role of Traditional Governance in Aboriginal Communities

First Nations governments are complex, dynamic organizations that move in a fast paced and modern world. When thinking about governance in the 21st century, is there really a place for tradition and culture? We say yes. But many questions remain: How are First Nations using the principles and practices of tradition in modern contexts? What challenges are they facing in doing so? What is the cost? The National Centre for First Nations Governance will bring together a panel of First Nations' experts from across Canada who have first hand experiences to share.

Moderator:

Satsan Herb George, President, The National Centre for First Nations Governance

Speakers:

Darrell Boissoneau, Director of Governance Advisory, The National Centre for First Nations Governance
Mike Mitchell, Executive Director, Centre for Nation Building
Doreen Spence, Board of Directors, The National Centre for First Nations Governance
Glenn Williams, Chief Negotiator, Gitanyow Hereditary Chiefs
Beginner Series

Workshop I - What You Should Know About Insurance

This session will explore all aspects of Insurance from an insider perspective. As a financial officer, what do you need to know about insurance to ensure effective and efficient insurance coverage for your employees? What strategies should you follow? What challenges may you face? Speakers will focus on both the provider perspective and the perspective of a community who has managed a successful comprehensive insurance plan.

Moderator:

Daniel Brant, CAFM, Daniel J. Brant & Associates

Speakers:

Malcolm Smith, Aboriginal Services Group, AON
Greg Greyson, Manager of Finance and Administration, Tsawwassen First Nation
Financial Management Series

Workshop J - Building and Administering Effective Pension Plans

This session will feature three perspectives on developing effective pension plans that of the Office of Superintendent of Financial Institutions (OSFI), the Department of Indian & Northern Affairs Canada (INAC), and a private pension and group benefits firm. Speakers will discuss: 1) The roles and responsibilities of the parties involved in administering pension plans, the principles of good governance and the OSFI's role; 2) The role of INAC Band Employee Benefits, what and who is covered and the compliance cycle and 3) The rights and responsibilities of Capital Accumulation Plan (CAP) Sponsors, service providers and CAP members and the procedures for delivering a successful Pension Plan.

Moderator / Speaker:

Judy Liland, President, Many Nations Financial Services Ltd.

Speakers:

Robert Shotton, Manager, Professional and Institutional Development, Indian and Northern Affairs Canada
Linda Steele, Office of the Superintendent of Financial Institutions
Product Information Session

Adagio by Softrak

This powerful accounting system is modular, batch-oriented, and designed specifically for report-driven organizations with a full time accounting department and no IT department. Adagio offers full departmental accounting with data entry that is easy to learn, using forms and keyboard (mouse optional), tight audit trails and unsurpassed reporting flexibility. Users of ACCPAC Plus can move to Adagio in an afternoon, as there is no data conversion and very little training needed. Users of Simply Accounting or ACCPAC Advantage can move overnight, and keep all their data intact. Find out how Adagio can improve budget control and management reporting, while reducing year-end audit fees and consultant expenses. Find out how a First Nation in British Columbia produces their complete, year-end financial statements for their accountants' approval.

Speaker:

Andrew Bates, President, Softrak Systems Inc.
Product Information Session

Aboriginal Governments and BMO Bank of Montreal - Meeting the Needs of Today

Aboriginal Banking at BMO Bank of Montreal is more than simply loans and deposits. BMO Bank of Montreal offers an array of products and services that reflect the unique nature of the Aboriginal Market and are designed to address some of the most significant challenges facing Aboriginal Governments. Clint Davis, National Director Aboriginal Banking and Stephen Fay, Director Business Development, Aboriginal Banking will walk you through the product and service offering, talking about their experiences across the country and how BMO Bank of Montreal has helped Aboriginal Governments achieve their financial goals.

Speakers:

Clint Davis, National Director, Aboriginal Banking, BMO Bank of Montreal
Stephen Fay, Director, Business Development, Aboriginal Banking, BMO Bank of Montreal
5:15 pm - 6:15 pm

AFOA Canada Annual General Meeting (for members in good standing)

Evening of free time for participants.

Thursday, February 22, 2007

7:30 am - 7 pm Registration
7:30 am - 8:30 am Networking Continental Breakfast / Visit the Exhibitors and the Xerox Technology Café
8:30 am - 8:40 am

Prayer

Robert Baker, Elder, Squamish First Nation
8:40 am - 10 am

Plenary A - Financial Reporting by First Nations: An Update on the CICA Research Report

The Canadian Institute of Chartered Accountants (CICA) is conducting a ground-breaking research study on First Nation financial reporting. Although accounting standards exist for a range of public sector entities, First Nations governments have not been explicitly included in these standards. The CICA is examining that void by looking at: the changing environment for First Nations financial reporting; the needs of users; objectives of First Nations financial statements; and how financial reporting by First Nations compares with other public sector organizations. In this keynote plenary session, Keith Martell, Chairman of the Study Group and Nola Buhr, Researcher, will discuss the Study Group's mandate and preliminary recommendations. Accountability serves as the foundation for the report and a guiding principle for the Study Group.

Speakers:

Nola Buhr, Associate Dean, College of Commerce, University of Saskatchewan and Researcher, Financial Reporting by First Nations Study Group
Keith Martell, CAFM, Chairman, First Nations Bank of Canada and Chairman, Financial Reporting by First Nations Study Group

Plenary B - INAC's Management Control Framework for Aboriginal Transfer Payments - An Overview

The Department of Indian & Northern Affairs Canada is continuously improving its Management Control Framework for transfer payments to Aboriginals. Recent developments include a new intervention framework including a new capacity development initiative. A new transfer payments management system, FNITP, is also being deployed. Senior departmental representatives will provide an overview of these important developments.

Speakers:

Dominique LaSalle, Acting Director General, Finance, Indian and Northern Affairs Canada
Jim Quinn, Acting Chief Financial Officer, Corporate Services, Indian and Northern Affairs Canada
10 am - 10:30 am Networking Break with the Exhibits and Visit the Xerox Technology Café
10:30 am - 12 pm Concurrent Workshops
Financial Management Series

Workshop K -Changes to the Local Government Reporting Model - A Preview and Potential Impact on Accounting for First Nation Governments

INAC's Year-end Reporting Handbook requires First Nation governments to adhere to GAAP (Generally Accepted Accounting Principles) for the local government reporting model. This model is a set of rules and content requirements that are spelled out in the CICA (Canadian Institute of Chartered Accountants) Public Sector Accounting Handbook and must be presented in financial statements. In 2009 this model will change significantly and GAAP for local governments will be the same as GAAP for senior governments. This session will provide an opportunity for participants to get a preview of what those changes will be and the potential impact on accounting for First Nations governments.

Moderator:

Ernie Daniels, CAFM, President and COO, AFOA Canada

Speakers:

Arn van Iersel, Acting Auditor General of British Columbia
Sandra Waterson, Principal, Canadian Institute of Chartered Accountants
Aboriginal Management Series

Workshop L - Providing Accountability Information: A Focus on Performance and Results

Focussing on results means providing the right kind of information about performance to the right people. Information that supports accountability goes beyond providing financial statements to Chief and Council. To really tell the performance story, management should provide information about goals, objectives and achievements to community members and other stakeholders through an Annual Report or other vehicles. In this session, George Morfitt, former Auditor General of British Columbia, will discuss the kinds of information that answers the accountability and performance questions and Brian Titus, the CFO of Osooyoos Indian Band Development Corporation, which has had success in this area, will discuss their efforts.

Moderator / Speaker:

John MacNeil, Partner, National Aboriginal Practice Leader, Grant Thornton LLP

Speakers:

George Morfitt, Former Auditor General of British Columbia
Brian Titus, CAFM, Chief Financial Officer, Osoyoos Indian Band Development Corporation
Self-Governance Series

Workshop M - Creating Wealth and Employment in Aboriginal Communities

The Conference Board of Canada recently undertook a study which looked at a number of Aboriginal communities to examine the role of wealth and employment creation in Aboriginal economic development. The report identified key factors that contribute to the success of Aboriginal community-owned enterprises – one of which is transparency and accountability. Effective systems of governance and accountability that emphasize community control and fiscal responsibility must be put in place to ensure success. This session will look at the re port's findings and the experience of some of the communities who participated in the study.

Moderator:

John Carter, CAFM, Board Member, AFOA Canada

Speakers:

Ricky Fontaine, CAFM, Principal, RSF Consulting
Rodney Nelson, Manager, Executive Networks, Conference Board
Chief Sophie Pierre, Ktunaxa/Kinbasket Tribal Council
Healthy Workplace Series

Workshop N - The Aboriginal Finance Position: Making it the "Dream" Job

Key to securing the financial future of First Nations and to creating a healthy workplace for us all is the need to make the finance positions in Aboriginal communities and organizations desirable. There is a real need to be able to attract bright and ambitious individuals to these positions. Many would argue that in most cases the position now falls severely short of being a dream job. What can we do to change that? What should finance positions be like and how should they be perceived? What are the challenges and how can we overcome them? This session will feature a stimulating and interactive debate on this important issue with significant audience input.

Moderator:

Marilyn Osecap, CAFM, Controller, St. Eugene Mission Resort and Board Member, AFOA Canada

Speaker:

Elaine Eccleston, Professor, Applied Business Technology, College of the Rockies
Success Stories Series

Workshop O - The Long Plain First Nation Success Story

Accountability to community members is an essential feature of good governance and this success story. Elected into office as Chief of Long Plain First Nation in 1998, Chief Meeches felt it was necessary to begin releasing pertinent information to tribal citizens through a detailed Annual Report. The Annual Report is released to educate tribal citizens on the governance of the tribe's affairs and to give a financial snapshot as to how funds are being expended thus removing assumptions or hearsay. The Report has also enabled the community to acquire additional funding and resources. This session will also focus on the Arrowhead Development Corporation which has been recognized throughout Canada as a model for success and contributed to the overall well-being of Long Plain.

Moderator:

Stephanie Blackbird, CAFM, West Region Tribal Council, Health Department and Board Member, AFOA Canada

Speakers:

Tim Daniels, General Manager, Arrowhead Development Corporation
Chief Dennis Meeches,Long Plain First Nation
Product Information Session

Aboriginal Governments and BMO Bank of Montreal - Meeting the Needs of Today

Aboriginal Banking at BMO Bank of Montreal is more than simply loans and deposits. BMO Bank of Montreal offers an array of products and services that reflect the unique nature of the Aboriginal Market and are designed to address some of the most significant challenges facing Aboriginal Governments. Clint Davis, National Director Aboriginal Banking and Stephen Fay, Director Business Development, Aboriginal Banking will walk you through the product and service offering, talking about their experiences across the country and how BMO Bank of Montreal has helped Aboriginal Governments achieve their financial goals.

Speakers:

Clint Davis, National Director, Aboriginal Banking, BMO Bank of Montreal
Stephen Fay, Director, Business Development, Aboriginal Banking, BMO Bank of Montreal
Product Information Session

INAC Automated Reporting Forms Initiative

The purpose of this information session is to inform participants of the introduction of Automated Forms for Transfer Payment Recipients to provide their reporting requirements to Indian and Northern Affairs. The session will also solicit the advice of participants regarding the implementation and future use of Automated Forms. Topics to be discussed include: What are the automated forms? Why and how do you use them? Where do you get them? What technology is needed to use them?

Speakers:

Aaron Caplan, Director, Corporate Information Management Directorate, Indian and Northern Affairs Canada
Chris Johnson, Project Manager, Data Collection Review, Indian and Northern Affairs Canada
12 pm - 1:30 pm

Luncheon- Building Bridges to Success

Speakers:

Lynda Carson,Vice-President of Education, CGA-Canada
Ian Matheson, Chief Development Officer, AON Reed Stenhouse and National Chair of the Aboriginal Services Group, AON Reed Stenhouse
1:30 pm - 3 pm Concurrent Workshops
Financial Management Series

Workshop P - New Opportunities for Financing and Community Investment

The First Nations Financial Management Board, the First Nations Finance Authority and the First Nations Tax Commission have been created through the First Nations Fiscal Institutions Initiative to provide greater opportunities for First Nations to invest in their infrastructure through property tax revenue, long term borrowing and attracting investment. How can you take advantage of these opportunities? Senior representatives from these institutions will discuss how you can access long term financing, how to manage borrowing with property tax revenue, and how to attract investor confidence.

Moderator:

Dana Soonias, Manager, Business Development, Concentra Financial and Board Member, AFOA Canada

Speakers:

Harold Calla, CAFM, Chairman, First Nations Financial Management Board Deanna Hamilton, President and CEO, First Nations Finance Authority C.T. (Manny) Jules, First Nations Tax Commission
Aboriginal Management Series

Workshop Q - Aboriginal Housing: Future Strategies for Success

A strong housing system is key to the well-being of a community and is a strong indicator of "results" and "performance" in Aboriginal communities. In this session First Nation communities will share their experiences and creative solutions in increasing housing supply and improving housing environments. Speakers will also discuss the emergence of the new First Nations National Housing Managers Association and the development of an Educational and Certification Program for Aboriginal Housing Managers being undertaken by AFOA.

Moderator:

Dale Booth, Partnering First Solutions Inc.

Speakers:

Daniel J. Brant, CAFM, Project Manager, Aboriginal Housing Managers Education and Certification Program
Chief Lance Haymond, Eagle Village
Rod Ignace, Skeetchestn Indian Band
Mike King, Accredited Property Manager, Beausoleil First Nation
Walter Mishibinijima, Wikwemikong Unceded Indian Reserve
Beginner Series

Workshop R - An Introduction to Performance Reporting

Accountability to community members can mean different things than accountability to the Department of Indian and Northern Affairs Canada. To be truly meaningful, accountability to community members should focus on reporting on community/organizational performance. Financial statements alone cannot provide community members with the information they need to understand what results were achieved. To do this we should focus on the services delivered, accomplishments and results in health, education, social and economic development. This session will introduce participants to reporting on performance in terms of results.

Moderator:

Susan Wood, CAFM, Finance Manager, Skidegate Band Council and Board Member, AFOA Canada

Speakers:

Brian Callander, Partner, BDO Dunwoody LLP
Clay Harmon, CAFM, Financial Controller, Nisga'a Lisims Government
Aboriginal Management Series

Workshop S - Improving Results for Aboriginal Transfer Payment Recipients: An Update on the Aboriginal Horizontal Framework

The Treasury Board Secretariat is committed to improving horizontal management and improving results for Aboriginal recipients. This presentation will provide an update on the Aboriginal Horizontal Framework and outline work underway to improve planning, designing, delivering and managing federal Aboriginal transfer payment programs. In 2005-06 TBS engaged federal departments and Aboriginal communities on the management of Aboriginal transfer payments. There was clear indication of a need to develop a separate and distinct directive for transfer payments to Aboriginal people. With the report of the Independent Blue Ribbon Panel on Grant and Contribution programs expected to be released in January 2007, TBS continues to focus on improving the management of Aboriginal transfer payments.

Moderator:

Randell Morris, CAFM, Vice President, Institutional Advancement, Saskatchewan Indian Institute of Technologies and Board Member, AFOA Canada

Speaker:

Jamshed Merchant, Assistant Secretary, Climate Change Review, Sustainable Development, Blue Ribbon Panel and Aboriginal Affairs Sector, Treasury Board of Canada
Success Stories Series

Workshop T - The Sagamok Anishnawbek First Nation Success Story

Sagamok Anishnawbek is engaged in a process of Nation building that focuses on transforming the root causes of social and economic problems faced in a First Nation community. The process involves transforming the community's political and administrative systems so that they are aligned with supporting its journey towards well-being and prosperity. The result was a Community Story - a community needs assessment and situational analysis which involves 180 community members, Band staff, Chief & Council. This Story gave birth to a Ten Year Healing and Development Plan describing a framework for action and concrete steps to addressing the needs identified in the Community Story. Community representatives will take session participants through this journey.

Moderator:

Gloria Allen, Program Officer, Human Resources and Skills Development Canada and Board Member, AFOA Canada

Speakers:

Chief Paul Eshkakogan, Sagomok Anishnawbek First Nation
Brenda Rivers, Band Manager, Sagamok Anishnawbek First Nation
Product Information Session

Adagio FX (for smaller bands)

Softrak's award-winning Financial Statement Designer, brings drag-and-drop, presentation-quality financial statement design to Simply Accounting and QuickBooks users. Statement layout, formatting and design are completely independent of the chart of accounts. No "account mapping" is required. Completely automate month-end statement creation using statement groups. Adagio FX easily creates prior year, departmental and budget comparatives, with complete drill-down to the posted transactions. If you use Simply Accounting, QuickBooks, ACCPAC Plus, BusinessVision or ACCPAC Advantage, you will find this seminar enlightening, interesting and entertaining.

Speaker:

Andrew Bates, President, Softrak Systems Inc.
Product Information Session

The Certified Aboriginal Financial Manager (CAFM) – What is a CAFM and How Can You Become One?

The CAFM designation is the only one of its kind in the world and is fast becoming one of the most preferred credentials for Aboriginal employers seeking financial professionals. A CAFM designation demonstrates professional credibility, competency and integrity. This session will provide information on how you can qualify to be a CAFM if you have sufficient experience in Aboriginal financial management, it might be easier than you think!

Speaker:

Jody Warnes, Manager, Education Program, AFOA Canada
3:15 pm - 4:00 pm

Closing Plenary

All of Prince George, BC is talking about Brian Majore! He is bright, suave, tricky, and will keep you thinking while you're laughing. Brian proves that First Nations are also the first to see that the joke's on us all.

Speaker:

Brian Majore, Aboriginal Comedian
4:00 pm - 4:15 pm

Closing Remarks

Conference Co-Chairs:

Fred Tolmie and Judy White
5:30 pm - 6:30 pm Reception
6:30 pm - 9:00 pm

Dinner, Presentation of the AFOA-Xerox Excellence in Leadership Award and CAFM Convocation

Entertainment:

Kwa Kwa ka wakw Urban Dance Group

Opening Remarks:

Brian Callander, Partner, BDO Dunwoody LLP

After Dinner Entertainment and Dance:

Jason Burnstick and Inez Jasper
Presentations
Wednesday, February 21, 2007

Opening Plenary

  • The Hon. Jim Prentice Minister of Indian Affairs and Northern Development and Federal Interlocutor for Métis and Non-Status Indians (video presentation) WMV
  • Richard Simon, Regional Chief of Nova Scotia and Newfoundland for the Assembly of First Nations - presentation not available
  • Chief Leah George Wilson, Tsleil-Waututh Nation - presentation not available

Workshop A - Establishing an Effective Community Investment Program – Keys to Success

  • Jack Jamieson, Vice President, T.E. Wealth
  • Rick Morano, Chief Financial Officer, Mnjikaning First Nation
  • Jim Prodger, Financial Officer, Millbrook First Nation
    • Three presenters combined presentation

Workshop B - Building Effective Relations Between Elected Leaders & Management

  • Gwen Phillips, Governance Transition Coordinator, Ktunaxa Nation PDF
  • Chris Robertson.Co'Se'Ma' Communications - presentation not available
  • Gerald Wesley, Wescan Communications and Chief Negotiator, Tsimshian Nation PDF

Workshop C - Miawpukek First Nation: Introducing a Unique Approach to Self-Government

Workshop was cancelled.

Workshop D - Remedial Management Plans: Success Stories

  • Russ Paradoski, Partner, BDO Dunwoody PDF
  • Jacques Marion, Senior Consultant, BDO Dunwoody LLP - presentation not available
  • Louise Campbell, Bookkeeper, Missanabie Cree First Nation
  • Chief Glenn Nolan, Missanabie Cree First Nation
  • Lori Rainville, Band Administrator, Missanabie Cree First Nation Missanabie Cree First Nation Presentation (PDF)

    • Workshop E - The Chippewas of Kettle and Stoney Point First Nation Success Story

    Luncheon - Engaging Aboriginal Youth into the Profession

    • Derek Bruno, Award Winner Entrepreneur/Councillor, Samson Cree First Nation - presentation not available
    • Racine Johnson, Cornwall Collegiate and Vocational School, Ontario PDF
    • Jordan Scott, Children of the Earth High School, Manitoba PDF
    • Justin Stevens, Eskasoni High School, Nova Scotia PDF

    Plenary - Self-Government & Economic Development Strategies - The Innovative Approach of the Union of Ontario Indians

    • Grand Council Chief John Beaucage - presentation not available

    Workshop F - Recruiting and Retaining Aboriginal Employees

    • Diane Carriere, Diversity Coordinator, Manitoba Public Insurance - presentation not available
    • April Krahn, Manager, Aboriginal Student Support Centre & Community Relations, Red River College - presentation not available

    Workshop G - Leadership & Management Skills: What do You Need to Succeed?

    • Brian Calliou, Director, Aboriginal Leadership and Management, Banff Centre PDF
    • Dr. Cora Voyageur, Associate Professor, Department of Sociology, University of Calgary PDF

    Workshop H - The Role of Traditional Governance in Aboriginal Communities

    • Darrell Boissoneau, Director of Governance Advisory, The National Centre for First Nations Governance PDF
    • Mike Mitchell, Executive Director, Centre for Nation Building PDF
    • Doreen Spence, Board of Directors, The National Centre for First Nations Governance - presentation not available
    • Glenn Williams, Chief Negotiator, Gitanyow Hereditary Chiefs - presentation not available

    Workshop I - What You Should Know About Insurance

    • Malcolm Smith, Aboriginal Services Group, AON - presentation not available
    • Greg Greyson, Manager of Finance and Administration, Tsawwassen First Nation- presentation not available

    Workshop J - Building and Administering Effective Pension Plans

    • Judy Liland, President, Many Nations Financial Services Ltd.
    • Robert Shotton, Manager, Professional and Institutional Development, Indian and Northern Affairs Canada
    • Linda Steele, Office of the Superintendent of Financial Institutions
      • Three presenters combined presentations (PDF)
    Thursday, February 22, 2007

    Plenary A - Financial Reporting by First Nations: An Update on the CICA Research Report

    • Nola Buhr, Associate Dean, College of Commerce, University of Saskatchewan and Researcher, Financial Reporting by First Nations Study Group
    • Keith Martell, CAFM, Chairman, First Nations Bank of Canada and Chairman, Financial Reporting by First Nations Study Group
      • Both presenters combined presentations (PDF)

    Plenary B – INAC’s Management Control Framework for Aboriginal Transfer Payments – An Overview

    • English Presentation - Dominique LaSalle, Acting Director General, Finance, Indian and Northern Affairs Canada PDF
    • French Presentation - Dominique LaSalle PDF
    • English Presentation - Jim Quinn, Acting Chief Financial Officer, Corporate Services, Indian and Northern Affairs Canada PDF
    • French Presentation - Jim Quinn PDF
    • INAC Project Charter PDF

    Workshop K - Changes to the Local Government Reporting Model – A Preview and Potential Impact on Accounting for First Nation Governments

    Workshop L - Providing Accountability Information: A Focus on Performance and Results

    • John MacNeil, Partner, National Aboriginal Practice Leader, Grant Thornton LLP PDF
    • George Morfitt, Former Auditor General of British Columbia - presentation not available
    • Brian Titus, CAFM Chief Financial Officer, Osoyoos Indian Band Development Corporation PDF

    Workshop M - Creating Wealth and Employment in Aboriginal Communities

    • Ricky Fontaine, CAFM, Principal, RSF Consulting - presentation not available
    • Rodney Nelson, Manager, Executive Networks, Conference Board - presentation not available
    • Chief Sophie Pierre, Ktunaxa/Kinbasket Tribal Council - presentation not available

    Workshop N - The Aboriginal Finance Position: Making it the “Dream" Job

    • Elaine Eccleston, Professor, Applied Business Technology, College of the Rockies PDF

    Workshop O - The Long Plain First Nation Success Story

    • Tim Daniels, General Manager, Arrowhead Development Corporation - presentation not available
    • Chief Dennis Meeches, Long Plain First Nation - presentation not available

    Luncheon- Building Bridges to Success

    • Lynda Carson, Vice-President of Education, CGA-Canada - presentation not available
    • Ian Matheson, Chief Development Officer, AON Reed Stenhouse and National Chair of the Aboriginal Services Group, AON Reed Stenhouse - presentation not available

    Workshop P - New Opportunities for Financing and Community Investment

    • Harold Calla, CAFM, Chairman, First Nations Financial Management Board- presentation not available
    • Deanna Hamilton, President and CEO, First Nations Finance Authority PDF
    • C.T. (Manny) Jules, First Nations Tax Commission

    Workshop Q - Aboriginal Housing: Future Strategies for Success

    • Daniel J. Brant, CAFM, Project Manager, Aboriginal Housing Managers Education and Certification Program PDF
    • Chief Lance Haymond, Eagle Village PDF
    • Rod Ignace, Skeetchestn Indian Band PDF
    • Mike King, Accredited Property Manager, Beausoleil First Nation PDF
    • Walter Mishibinijima, Wikwemikong Unceded Indian Reserve - presentation not available

    Workshop R - An Introduction to Performance Reporting

    • Brian Callander, Partner, BDO Dunwoody LLP - presentation not available
    • Clay Harmon, CAFM, Financial Controller, Nisga'a Lisims Government PDF

    Workshop S - Improving Results for Aboriginal Transfer Payment Recipients: An Update on the Aboriginal Horizontal Framework

    • Jamshed Merchant, Assistant Secretary, Climate Change Review, Sustainable Development, Blue Ribbon Panel and Aboriginal Affairs Sector, Treasury Board of Canada PDF

    Workshop T - The Sagamok Anishnawbek First Nation Success Story

    Written Conference Proceedings
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