Conference Program

Thursday, October 10, 2019

    7:15 am - 7:45 am
Sunrise Ceremony
West Room, Lower Level

 
7:30 am - 4:00 pm
Registration
Foyer, Main Level
     
7:30 am - 8:30 am Networking Continental Breakfast
Centennial Hall, Lower Level
 
 
7:30 am - 12:00 pm
Visit the Exhibitors, Artisans and the Technology Café      
Centennial Hall, Lower Level

 
8:30 am - 8:45 am
Prayer / Welcome
Salons ABCD, Upper Level
Prayer: Elder Nora Cummings, Senator, Métis Nation Saskatchewan Senate

8:45 am - 10:00 am
Plenary - Balanced Approach Between Growing Wealth and Per Capita Payments
Salons ABCD, Upper Level
As Indigenous communities settle land claims or receive payments for past injustices, there are decisions regarding how to manage the capital. What should be the balance between a sustainable source of capital versus immediate community pressures. There has been a lot of experiences nationally and internationally that communities can draw upon. The panelists can speak to some key issues that should be considered and some lessons learned while communities develop their policy perspectives on this important area.

Sponsor Remarks: David Boisvert, President and Chief Executive Officer, Peace Hills Trust

Part 1 - Keynote Address
Keynote Speaker: Miriam Jorgensen, M.P.P., Ph.D, Research Scientist/Research Director, Native Nations Institute, The University of Arizona, USA

Part 2 - Panel Discussion
Moderator: Harold Tarbell, Owner, Lead Facilitator, Tarbell Facilitation Network
Panelists: 
Miriam Jorgensen, M.P.P., Ph.D, Research Scientist/Research Director, Native Nations Institute, The University of Arizona, USA
Tim Laronde, Associate Vice President, Peace Hills Trust
Chief William Morin, Enoch Cree Nation, AB
            
Sponsored by: 


 

 
10:00 am - 10:30 am Refreshment Break / Visit the Exhibitors and Technology Café
Centennial Hall, Lower Level

 
10:30 am - 12:00 pm Concurrent Workshops and Information Sessions
Workshop K
Leadership and Governance - Emergency Preparedness Plans for Indigenous Communities
Gallery A, Main Level
Indigenous communities are mandated to update their Emergency Management and Preparedness Plans, including the training of key personnel on the plan, its policies and its procedures, and this practice makes good business and economic sense to build capacity, security, and effectively manage risk at a community level. We leverage best practices and build out contingency plans for all aspects of an Emergency Management and Preparedness Plan that is unique to Indigenous communities and their neighbors. 
In this session we will discuss project strategy, community collaboration, lessons learned, and tailor the message for direct value takeaways for the audience.
Birch Narrows Dene Nation has recently updated its Emergency Management and Response Plan in collaboration with the Hamlet of Turnor Lake and Morris Interactive. The Co-presenters will address the uniqueness of northern communities and the need to work together with northern municipalities to provide for the safety and security of all residents and assets. With a changing world of environmental and human catastrophe, you can never be too prepared! 
Morris Interactive and Birch Narrows Dene Nation will share their experiences dealing with emergencies and Emergency Management - Preparedness - Response Planning including: 
1. Developing an Emergency Management - Preparedness - Response Plan using the Saskatchewan Emergency Management Guide endorsed by ISC in emergency planning for First Nations. This includes ‘modernizing’ of the plan to accurately reflect current risks to the community, both natural (fire, flood, etc.) and human (violence, threat, etc.).
2. Providing training on the Emergency Management and Preparedness Response Plan to key personnel and the community. Together we will discuss the importance of community collaboration both internally and with neighboring communities to maximize resources and impact at the ground level where lives and assets are at stake.
Moderator: Deborah Taylor, Executive Director, First Nations Market Housing Fund
Speakers: Sherry Jimmy, M.S.A., B.S.W., Principal Consultant, Morris Interactive 
Chief Jonathon Sylvestre, Birch Narrows Dene Nation, SK
Holly Toulejour, Health Director, Birch Narrows Dene Nation, SK



Workshop L
Management, Finance and IT Housing and Infrastructure: Major Capital Projects on our own terms: The Peter Ballantyne Cree Nation's Journey
Gallery B, Main Level
The Government of Canada cannot hope to address the serious shortages of on reserve housing and infrastructure by maintaining the existing “pay-as-you-go” model of federal funding.  PBCN is in a housing crisis that directly affects the social and economic wealth of its citizens. Through accessing the First Nations Finance Authority, the community was able to build 54 new homes in one year. Just the tip of the iceberg!  First Nations should be allowed to monetize federal transfers for housing and infrastructure through the FNFA to raise debt financing through the capital markets to build on-reserve housing and infrastructure.
This presentation will review: i) one community’s perspective on what building 54 new homes has meant and how this monumental change has had a direct impact on improving the overall Quality of life for many families; ii) benefits of accessing funds for major capital project on community’s terms; iii) PBCN’s experience of managing a major capital/infrastructure project (procurement process, jobs, capacity, community involvement), what we learned through this process and how we will improve it moving ahead.
Moderator: Dean Staff, FCPA, FCA, Partner, PricewaterhouseCoopers LLP
Speakers: Jody Anderson, CAPA, Business Development Manager, First Nations Finance Authority
Alex Ballantyne, Pelican Narrows Housing Coordinator, Peter Ballantyne Cree Nation (SK)
Clayton Morin, South End Housing Coordinator, Peter Ballantyne Cree Nation
Donna Morin, CPA, CMA, CAFM, Director of Finance, Peter Ballantyne Cree Nation and AFOA Canada Conference Committee


Sponsored by: 




Workshop M
Business Development Tax Considerations for First Nations Doing Business and Partnering with Non-First Nation Businesses
Gallery C, Main Level
Using Hotel Construction project in our example, we will walk through an example of a First Nation entering into a hotel business in Saskatchewan with a non-First Nation industry partner. Topics to be discussed will include: corporate income tax considerations on structuring the business (partnerships, corporations, NPOs, and trusts), tax considerations for the construction of the building - GST/HST/PST (including variances in tax treatment in the other Provinces), and personal income tax considerations for employees.
Moderator: Kevin Michael, Vice President Commercial Banking, First Nations Bank of Canada
Speakers: Angela Chang, CPA, CGA, CAFM, Partner, Taxation Services, MNP
Mindy Wight
, CPA, CA, National Leader, Indigenous Tax Services, MNP


  
Workshop N
Wealth Creation - Achieving Sustainable Wealth – Legal and Financial Considerations
Gallery D, Main Level
A significant amount of new wealth is being created within the Indigenous Community across Canada as a result of land and specific claim settlements, resource sharing opportunities, economic development initiatives and other revenue generating sources.  This accumulation of wealth is placing tremendous responsibility and certain challenges upon leadership to prudently manage such wealth while also balancing the needs of today with that of the future. 
Decisions surrounding the use of income and capital together with per capita distributions; to borrow or not to borrow; are all just a few of the challenges to be discussed. Participants will learn basic legal and financial concepts and best practices in the planning, implementation and oversight of an effective and sustainable community investment strategy.
Moderator: Chandre Boroto, Finance Clerk, Assembly of First Nations
Speakers: Jack Jamieson, Vice President, Indigenous Services, T.E. Wealth
Vickie Whitehead, CAFM, CPA, CGA, Director Indigenous Services, Crowe MacKay LLP


Workshop O
Human Capital Disruption and Change in Human Resource Management in the Indigenous Workplace
Salon E, Upper Level
A series of new laws, court rulings and recent technological trends can have a disruptive impact on Indigenous organizations. These include the recent changes to the Canadian Labour Code as it pertains to health and safety in the workplace; the introduction of the new Cannabis Act and the court’s rulings regarding how employers should deal with addictions; modifications to the Employment Equity Act and the Personal Information Protection and Electronics Documents Act as well as the increasing use of social media and technology in the workplace. This presentation will discuss how these changes, rulings and trends can be disruptive to Indigenous workplaces and will provide suggestions on how best to address some of the issues brought about by these changes. The presentation will briefly touch on such topics as dealing with substance use policies and addictions; violence and cyberbullying; health and safety and safety-sensitive positions; establishing non-discriminatory salary structures; and dealing with complaints and protecting whistleblowers. In discussing the implications of these changes and disruptions, the presentation will also include examples from AFOA Canada’s capacity development workshops that have been developed and updated to help Indigenous employers to better understand and face the challenges created by these new regulations and trends.
Moderator: Tom Maracle, National Manager, Xerox Canada Ltd.
Speaker: Manon Lamontagne, MA, MBA, CHRP, CAPA, President, MLRB Consulting Services. Inc.


Information Session 5 Education Become a CAFM - The Certified Aboriginal Financial Manager (CAFM) Program
Regal A, Main Level
The Certified Aboriginal Financial Manager (CAFM) designation has become one of the most preferred credentials for Indigenous employers seeking financial professionals. This session will provide information on how you can become a CAFM - it might be easier than you think!  Also learn about the new opportunities and delivery models coming to the CAFM Education Program through AFOA-Canada’s partnership with CPA Canada.
Speaker: Patricia Debassige, Manager, Education and Membership, AFOA Canada

   
Information Session 6 Sponsor Can Independent Business Valuations Solve Indigenous Financial Puzzles?
Regal B, Main Level
Mr. Livingstone will cover the basics of business valuations and give “real world” examples of how he assisted Indigenous entities price or acquire businesses in the aviation, trucking, fuel distribution, manufacturing and fishing sectors. He will also discuss “tax driven” transactions, litigation support and when “fair market value” isn’t fair.

Sponsored by:  



   

12:00 pm - 2:30 pm 
Luncheon and Closing Remarks
Salons ABCD, Upper Level

Remarks by AON, Conference Co-Chairs and AFOA Canada President and CEO
Sponsor Remarks: Annmarie Garby, Vice President, Indigenous Relations, Aon 

Entertainment: Donnie Mac, Puppeteer, Emery Burningrass and Member of the Onion Lake Cree Nation (SK)

Conference Co-Chairs: Lee Ahenakew, Principal, Lee Ahenakew & Associates Consulting
Lynnette Lori Crowe, MBA, Finance Manager, Piapot First Nation

Closing Remarks: Terry Goodtrack, MPA, B Admin, FCPA, FCGA, CAFM, CAPA, C. Dir, President and Chief Executive Officer, AFOA Canada

Exhibitor Passport Draw

Closing Luncheon sponsored by



       
2:45 pm - 4:00 pm
Concurrent Workshops and Information Session:
 
 
 
Workshop P
Leadership and Governance Get Ahead of Infrastructure Disruptions - Start an Asset Management Conversation in Your Community
Gallery A, Main Level
High-quality physical infrastructure (roads, water, buildings, etc.) is the foundation for providing the essential services that contribute to a healthy community. First Nation community infrastructure is faced with complex issues that impact the ability to build, maintain and deliver services. These issues range from, aging infrastructure, inadequate funding, broad awareness of risks and limitations related to public works, and lack of information for decision makers.
Asset Management helps inform important decisions for community sustainability including if assets are vulnerable to changes in climate, as well as the capital, operational and financial needs that are specific to each community. This session will demonstrate how asset management can be leveraged to effectively manage the delivery of essential services (like water, road maintenance, housing). We will demonstrate how asset management is the start of a conversation that changes the way infrastructure is managed and could potentially prevent major infrastructure disruptions.
We will share case studies and share First Nation experience with asset management, as a starting point of addressing the complex problem of community infrastructure.
We will provide take home material to participants so they can leave equipped with information to begin assets management conversations in their communities. Dialogue during this session is encouraged, we welcome participants to share stories and solutions to the many disruption’s infrastructure can cause in community.
Moderator: David Facca, Partner, BDO Canada LLP
Speaker: Dennis Sterritt, Housing and Capital, Gitksan Government Commission, BC
Wade Turner, Community Consultant


Workshop Q
Management, Finance and IT From Plan to Program to Future: Innovative Approaches to Capital Asset Planning
Gallery B, Main Level
Capital asset planning can involve daunting decisions for any planner and community. Why? Unclear methodologies, inadequate planning and fractured frameworks hinder leaders from advancing strategy to effectively manage capital assets. With proper governance structures and solid frameworks – these include budgets, cost analysis, feasibility studies and highest and best property use analysis and more – a Capital Asset Management Program builds a clear path to improving the quality of life for First Nations, Inuit and Métis communities. To understand how, join Colliers Project Leaders to explore best practices, benefit from lessons learned and, specifically, see how we supported the Dakota Ojibway Tribal Council Housing Authority Inc. (DOTCHAI).
DOTCHAI is a non-profit, off-reserve First Nation housing corporation based in Manitoba. The Authority manages an affordable housing portfolio of 162 units across the province that consists predominately of duplexes and single detached homes. Colliers Project Leaders supported DOTCHAI by developing an innovative and efficient capital planning solution to help identify capital cost requirements and procure housing subsidies through government rehabilitation programs. The solution helped implement asset optimization programs supportive of capital plans; ongoing monitoring for annual budgetary planning purposes; the inspection and assessment of DOTCHAI’s affordable housing portfolio and each unit’s condition, major components, life cycle and replacement costs; and developed a comprehensive Reserve Fund Report and Capital Replacement Plan.
Moderator: Louis Ledoux, Director of Operations, Mistawasis First Nation, SK and Conference Committee Member
Speakers: Lukas Douglas, PMP, B. Comm (Hons.), LEED Green Associate, Project Manager, Manitoba, Colliers Project Leaders
Georgina Brass, Program Manager, Dakota Ojibway Tribal Council Housing Authority Incorporated



Workshop R
Business Development Indigenous Clean Energy Futures
Gallery C, Main Level
There are many opportunities encompassing clean energy and renewable energy for Indigenous communities including : renewable energy projects, energy efficiency and conservation, advanced energy systems and green energy infrastructure, which are all essential  components of our country and the world’s energy transition to a low carbon future that is cleaner, more economically abundant and ecologically sustainable.
This workshop is presented by Indigenous Clean Energy (ICE) Social Enterprise, a national platform for capacity-building and collaboration amongst Indigenous communities. The focus of the workshop is to engage in a dialogue to identify how Indigenous  inclusion can be an essential component of the energy transition. 
Indigenous communities and innovators across Canada have been major players in Canada’s clean energy economy for over a decade and a half. Today, First Nations, Inuit and Métis communities own, co-own or have defined benefit agreements related to 1/5 of Canada’s electricity generating capacity. For example, Indigenous communities are joint partners in over 160 renewables energy projects of 1 MW and larger throughout Canada.
A socially-just and economically fair future that works towards reconciliation requires new affirming, balanced relationships and partnerships with Indigenous communities and peoples. Such a future can only be advanced through holistic modalities and strategies. The perspectives of workshop participants are of fundamental importance to achieving this vision.
You will also hear the challenges and successes from Piikani Nation in Alberta and Cowesses First Nation in Saskatchewan on their community's renewable energy projects.
Moderator: Brandon Baglien, Assistant Vice President - Account Executive, Indigenous Services Group, Aon
Speakers: Doane Crow Shoe, Councillor, Piikani Nation (AB)
Terri Lynn Morrison, Director of Strategic Partnerships and Communications, Indigenous Clean Energy Social Enterprise

 
Workshop S
Wealth Creation Tax Savings for Indigenous Communities
Gallery D, Main Level
Did you know that most Aboriginal governments pay tax to on their investments to the United States? It is possible to eliminate these taxes and recover past taxes paid. To date, certain communities save tens of thousands of dollars a year and over $2 million has been recovered from the IRS in refunds.
The speaker will show how savings add up even on a relatively small portfolio. Further, as indigenous communities become more comfortable with alternative investments, many of these can be invested in on a tax-free basis if they are in the United States.
Moderator: Donna Morin, CPA, CMA, CAFM, President, AFOA Saskatchewan and Conference Committee Member
Speaker: Max Reed, LLB, BCL, Esq., Cross-Border Tax Lawyer, SKL Tax


Workshop T
Management, Finance and IT - Public Sector Accounting Board Update – Financial Reporting Projects Affecting Indigenous Governments
Salon E, Upper Level
The Public Sector Accounting Board (PSAB) sets standards for financial statements of public sector entities in Canada.  Many Indigenous governments use these standards in preparing financial statements to provide accountability to their communities. 
The Indigenous community is a very important stakeholder of PSAB.  PSAB plans to work with Indigenous governments to ensure that its standards are inclusive of Indigenous governments and its standards meet their needs.   
This session will provide an update on the key PSAB projects under development that may affect the financial reporting of Indigenous governments.
Moderator: Doretta Thompson, CAPA, Director, Corporate Citizenship, CPA Canada
Speaker: Charles-Antoine St-Jean, FCPA, FCA, Chair, Public Sector Accounting Board of Canada

 
Information Session 7 Government Creating Disruption: Increasing Fairness in Canada’s Tax System Through Impartial Examination of Service-Related Issues
Regal A, Main Floor
Disruption, or what we often refer to as “effecting change” is at the core of Canada’s Taxpayers’ Ombudsman.  We examine, report, and make recommendations and help resolve service-related issues, be they individual complaints or broad systemic issues affecting a large number or specific segment of peoples.
The speaker will share information on the work of the Office on issues specific to the Indigenous community.  She will provide information on the open systemic examinations into delay in processing of T1 returns, including those with exempted income, as well as their review of the timeliness, clarity and completeness of the information available to individuals claiming a tax exemption under the Income Tax Act and Indian Act.  She will also provide an update on work on the Ontario Trillium Benefit for individuals living on reserves, as well as issues with the T4A and T4RIF, and recommendations she has made with respect to the Canada child benefit.
Through the speaker’s research and outreach visits throughout Canada, she hears how truly disruptive the maladministration of CRA programs can be on the lives of filers.  She is in a unique position to bring disruption to that which is not functioning well by critically examining complaints and bringing a new lens through which issues can be understood to ensure the fair and professional treatment of all peoples.
Speaker: Sherra Profit, Canada’s Taxpayers’ Ombudsman, Office of the Taxpayers’ Ombudsman

   

 5:30 pm - 6:30 pm   President's Reception and Presentation of the Volunteer of the Year Award
Foyer, Upper Level

Sponsored by: 



 
       
 6:30 pm - 11:00 pm   Dinner, Award Presentation and CAFM, CAPA and CIL Convocation and Entertainment
Salons ABCD, Upper Level
 
       
    Pre-Dinner Cultural Entertainment: Young Thunder Drummers and Dancers

 
    Presentation of the MNP-AFOA Canada Indigenous Community Excellence Award for Sustainable Communities

Presenter:  Clayton Norris, CAFM, MBA, CPA, CMA, Vice President, Indigenous Services, MNP

Award sponsored by: 



 
       
    CAFM, CAPA and CIL Convocation

 
     Sponsored by: 

 
    After dinner entertainment:  Conrad Bigknife Band