Pre-Conference Workshops

2019 Pre-conference Workshops

Two Day Workshops - Monday, October 7, 2019 and Tuesday, October 8, 2019

Effective Planning, Creation and Implementation of Your Trust 
More and more Indigenous Communities are creating Trusts as a result of the increasing number of specific claim settlements, impact and economic benefit agreements and other resource sharing opportunities. The resulting increase in wealth accumulation is placing tremendous responsibility upon leadership, management, and staff to create effective Trust structures. This workshop is designed to raise awareness and understanding among community officials about the following topics: how to plan a Trust; increased community readiness; understanding the complexities in creating a trust; ways to create the most appropriate Trust structure for your needs; key areas in implementing a Trust; and suitable investment strategies that meet the needs of the Trust today and for future generations.
Facilitators: Jack Jamieson, B.Com, PFP, Vice President, Indigenous Services, T.E. Investment Council Inc.
Domenic Natale, Vice President, Indigenous Trust Services, TD Bank Group
Online Registration is closed for the 2-day workshop on Effective Planning, Creation and Implementation of Your Trust.

NEW!  Project Management for Large Infrastructure Projects - SOLD OUT
Project Management for Large Infrastructure Projects introduces project management from the standpoint of a manager who must organize, plan, implement, and control tasks to achieve an organization's schedule, budget, and performance objectives as it relates to a major infrastructure project. This 2-day workshop presents several key aspects of project management concepts such as project charter (project brief), scope statement, planning (work breakdown structure), project estimating, and scheduling methodologies are studied and has been designed to ensure compliance with Indigenous Services Canada (ISC) requirements and applicable regulations. This workshop will also present financial and administrative tools developed by ISC so that participants can adapt and use them for their own capital projects.  Finally, the workshop will provide advice and recommendations regarding issues and situations encountered in First Nations in Canada. 
Facilitator: Joanne Contant, CPA, CGA, CAFM
Registration is closed for the 2-day workshop on Project Management for Large Infrastructure Projects.

One Day Workshops - Monday, October 7, 2019

Effective governance is essential to the success of First Nations communities. In this workshop tools have been developed that elected leaders can use in performing their leadership functions. Topics covered include: orientation and transition of newly elected leaders; elected leaders mandate and administrative priorities; knowing your community history and context; organizational and community issues; moving towards prosperity; governing beyond the Indian Act; and others.
Facilitator: Harold Tarbell, BA Sociology, Lead Facilitator, Tarbell Facilitation Network
Registration closed for the 1-day workshop on First Nations Governance II: Leadership.

Banking 201 - Negotiating Credit Facilities with a Financial Institution 
This is the second workshop in this banking series. It will provide participants with a better understanding of the different types of credit facilities that can meet the needs of Indigenous communities. Participants will understand important considerations in negotiating credit facilities such as: how a lender protects itself; pricing and fees of loans; and lender and borrower rights. There will be a discussion on the different types of security and collateral. This will lead into outlining strategies on how to manage financing such as refinancing, debt consolidation and asset purchases
Facilitators: Drew Hampton, Manager Commercial Banking, First Nations Bank of Canada
Keith G. Martell, CPA, CA, CAFM, Chief Executive Officer, First Nations Bank of Canada
Kevin Michael, VP Commercial Banking, First Nations Bank of Canada
Dan Murza, AVP Commercial Banking, First Nations Bank of Canada
Online Registration is closed for the 1-day workshop on Banking 201 - Negotiating Credit Facilities with a Financial Institution

One Day Workshops - Tuesday, October 8, 2019

Module 5 addresses how to develop and implement drug and alcohol policies that takes into consideration the impact of the new Cannabis Act, recent court decisions and updates to the Canada Labour Code that come into effect in September 2019. It will help participants to assess and update their existing Drug and Alcohol policies based on existing human rights, employment and privacy legislation. It also provides participants with information on how to communicate with supervisors and employees about updated policies, how to define safety-sensitive positions that may be subject to drug-testing, and how to identify potential impairment. The workshop ends with a discussion on the importance of documenting critical incidents and accommodating employees.
Facilitator: Manon Lamontagne, MA, MBA, CHRP, CAPA
Registration is closed for the 1-day workshop on Human Resources Management Essentials: Module 5 - Drug and Alcohol Policies.

With a core foundation of fairness and transparency, procurement processes are increasingly under the public and legal microscope.  This one-day workshop will provide you with a general understanding of the procurement process, applicable principles, and practical solutions to common issues seen in different procurement contexts. In addition, the workshop will equip you with the skills and tools needed to draft and evaluate proposals and to address common issues in contract award and administration.
Facilitator: Graham S. Ragan, Partner, Gowling WLG
Online Registration is closed for the 1-day workshop on Understanding the Fundamentals of Procurement and Contracting.

NEW!  The Role of the Board's Treasurer, and the Finance and Audit Committee
The learning objectives are intended to build the necessary knowledge and skills of those working in Governance roles.  Upon completion of this one-day workshop, participants will be well-versed on the roles, responsibilities and functions of the Treasurer; the Finance Committee; and the Audit Committee.  Participants will also have gained an understanding on how to read financial statements (financial literacy).
Facilitators: Brian Brown, CIA, CPA, CMA, C.Dir., CFE, Directors College
Mary Ann Morin, CPA-CMA, CAFM
Online Registration is closed for the 1-day workshop on The Role of the Board's Treasurer, and the Finance and Audit Committee.

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