200 Elgin Street, Suite 601
Ottawa, Ontario K2P 1L5
Tel: (613) 569-1158
Fax: (613) 569-4532

Edmonton Chapter

Past Events

2017 2018

Supporting Accountability: Meet Our Oversight Agents - Tuesday, February 12, 2019

Public spending and decision making is highly scrutinized by the taxpayers and the media. Fortunately, civil servants are not alone in ensuring strong controls to enhance accountability in government reports and transparent decision making. These supporting roles take on different positions in the organization from legislative officers to internal audit departments. In this session, FMI is pleased to bring together these important civil servants to discuss their roles in your organization, opportunities to work in a more collaborative fashion, and glimpse into their future initiatives.


  • Doug Wylie, Auditor General of Alberta - FCPA, FCMA, ICD.D
  • Marianne Ryan, Alberta Ombudsman and Public Interest Commissioner
  • Barry Horan, Associate Vice President, Internal Audit and Risk Management, Grand MacEwan University
  • Michael Hocken, Chief Internal Auditor, Alberta Treasury Board and Finance
  • Alex Muchortow, Chief Audit Executive, Worker's Compensation Board

Links and Resources

Retirement Planning for the Civil Servant - Wednesday, November 28, 2018

Where are you now on your career horizon? Are you just getting started in the public service after completing your technical training or perhaps a degree? Are you mid-way in your journey and building on that experience? Or are you nearing the finishing line where your age and years of service now seem to indicate that the transition to retirement is within your grasp? Regardless of your positioning on that life spectrum this is a presentation you won't want to miss. Retirement readiness is more than a financial equation. Our mindset and preparation over the course of our working lives will be key to setting us on the path for quality living in our golden years.


  • Rein Selles, Retirement Author & Educator
  • Angus Watt, Managing Director - Individual Investor Services, National Financial Bank
  • David Mulyk, Executive Director, Pension Policy

Links and Resources

Alberta: Setting a New Path to Regain Our Competitive Advantage - Thursday, October 4, 2018

In years gone by there was a common catch phrase that most Albertans will remember, the Alberta Advantage. Those glory days included a provincial economy with low unemployment, higher than the national average disposable incomes, and lower taxes. But fast forwarding to today, the boom/bust cycle of past eras has forever changed. In this session, come hear our panel of experts share their views on the current gaps in the system and government policy options that could diversify our economy and reposition Alberta to a new path to prosperity.


  • Bob Savage, Assistant Deputy Minister, Alberta Environment and Parks
  • Laurie Adkin, Professor-University of Alberta Political Science
  • Karen Young, Executive Director, Alberta Indigenous Relations
  • Graham Thomson, Political Affairs Columnist, Edmonton Journal
  • Mel McMillan, Professor Emeritus-Department of Economics and Fellow with the Institute of Public Economics, University of Alberta
  • Moderator: Dr. Bob Ascah

Links and Resources

2017 2018

Immigration: Exploring Canada's Open Door Policy - Thursday, February 22, 2018

The purpose of this event was to broaden attendee's understanding of Canada's Immigration policy including the many levels of involvement and collaboration that occurs between government, non-profit organizations and caring volunteers in the community.

The FMI Edmonton Chapter organizing committee selected this topic for the purpose of bringing awareness to our cultural diversity and supporting an inclusive and respectful environment in the workplace.  As a community we have a vested interest in supporting these goals and as public sector professionals we have an opportunity to make a positive impact by developing meaningful connections with neighbors and co-workers.  

As a country, Canada is known for being one of the most welcoming nations in the world however the system is extremely complex and not widely understood. In this session FMI Edmonton Chapter is pleased to welcome an expert panel who will help unpack the complex web of government and community touchpoints that are involved in delivering welcoming and settlement services to well over 200,000 newcomers to Canada each year.


  • Randy Boissonnault, Member of Parliament for Edmonton City Centre
  • Alice Wong, Director Immigrant Settlement and Language Programs; Alberta Labour
  • Tom Sutton, Regional Director, Access and Service Delivery; Alberta Community and Social Services
  • Dr. Glenn Feltham, President and CEO; NAIT
  • Olivia Millson, Assitant Director; Canada Border Services
  • Antoinette Davis and Shahriyar Kahn, Multicultural Relations; City of Edmonton
  • Ese Ejebe, Manager; Catholic Social Services
  • Crystal Willie, Consultant; Purple Aspen Consulting
  • Ashif Mawji, Entrepreneur; Trust Science Co-Founder and Key Advisor
  • Moderator: Dr. Bob Ascah

Links and Resources


Disruptive Writing - Wednesday, November 22, 2017

This FMI event focused on real and potential disruptions and how to navigate change.  Three local authors have each written about this topic from very different perspectives and they described their books and their journey to becoming authors.  

The Authors: 

  • Tema FrankPeopleShock: The Path to Profits When Customers RuleHow do governments and organizations manage the processes, people and products/services in a customer focused world. In the age of social media and the active citizen, this is NOT just a for-profit company's problem.

  • Rob RoachSpiders in Space: Successfully Adapting to Unwanted ChangeWhen NASA sent spiders into space, the spiders had to rediscover how to spin their webs without the aid of gravity.  Unwanted change requires us to adapt to a harsher environment.  Spiders in Space presents a menu of adaptive traits that can help us not only survive, but thrive, when unwanted change comes our way.

  • Rod SchatzPhantom Ex Machina: Digital Disruption's Role in Business Model Transformation.  From the Doomsday Book, clay tax records through to legislating privacy - governments have had a central role in managing information in a society.  This book explores the factors that make digital disruption possible and the effects this has on existing business models and to managing public policy on the wave of digital disruption.

  • Moderator: Sally Banek, Senior Consultant, Recruitment Partners.
  • Panelist: Glenn Rollans, Past President, Book Publishers Association of Alberta and 35+ years of experience in the publishing business.  
  • Must Read BooksCrowd-Sourcing Knowledge.  To help navigate change and become better leaders - the session will crowd-source must read non-fiction books for FMI Members and discuss the role of a healthy local publishing economy has on thought leadership.
  • Audreys Books will be on hand with a selection of the above books and the Must-Reads and can be purchased at the event.  In the meantime, visit  Audreys at 10702 Jasper Avenue.  

Staff Development Rationale:   This training session will introduce attendees to current and looming disruptions that may impact how the public service delivers services and programs.    As well, the must-read books will give public servants skills and understanding to navigate change. 

Links and Resources for This Event

The Lost Dutchman's Gold Mine

September 19, 2017

The Lost Dutchman's Gold Mine: this FMI session was about competition, collaboration, team building, and mining as much 'gold' as possible. As much as groups say they are a team and collaborate, the fact is most groups compete for resources. Facilitated by Randy Shuttleworth, participants were divided into teams and engaged in a game where the object is to find the Lost Dutchman's mine and mine as much gold as possible. The key to winning was good planning and working together. Outcomes of the event were learning to collaborate and breaking down information silos!


2016 2017

Building a Healthy Workplace 

May 17, 2017

Over the past 50 years we have seen the move from the industrial revolution to the information revolution. Increasingly, organizations handle information as a commodity and as a result there has been the rise of the knowledge worker. The other side of this change is that employees rely on their brain to contribute value and to provide for their families. What happens when their brain fails them as a result of mental illness? 

According to the Canadian Mental Health Association (CMHA), mental illness will impact 1 in 5 Canadians.  Because of the impact on their families and communities this number can rise to 1 in 3. CMHA's defines a mental disorder as health conditions that are characterized by alternations in thinking, mood, or behavior (or some combination thereof) associated with distress and/or impaired functioning.

The last point is the reason for this important conference.  Impaired functioning results in: disability claims, absenteeism, and low productivity.  Some questions this conference hopes to explore include: 

  • What is the role and some of the challenges mental health poses in the workplace?
  • How can managers create environments where business needs are being met and employees flourish?
  • How can we deal proactively with our staff who are going through a challenging time and make sure they come out successful?
  • What happens if we or a member of family/social circle becomes mentally ill? What resources are available?

This session examined the facts of mental health and provided tools for leaders to help manage the impact on the organization.

Speakers and Moderator:

  • Georgette Reed, City of Edmonton, Health & Wellness Coordinator, Fire Rescue Services: The stigma of mental health and myth busters.
  • Pamela Kollross, City of Edmonton,Health Promotion Consultant, Corp. Safety & Disability Management: The City of Edmonton's Psychological Health and Safety Pilot project.
  • Robert Manolson, Creator & Facilitator of Powerful Play Experiences: How to Live with Mental Illness. 
  • Linda Shaw (and Flynn), NAIT Student Counsellor and her therapy dog.
  • Scott Aylwin, Senior Director, Addiction and Mental Health, Covenant Health.
  • Isabel Henderson (Moderator), Senior Operating Officer Alberta Health Services, Glenrose Rehabilitation Hospital.

Additional Panelists:

  • Laurel Kirchner, Wellness Advisor, Occupational Health and Safety, Covenant Health.

Read the Post-Conference Notes.

Download the Morning's Presentation Deck.

Download the Pre-Conference Notes.

Greetings from Marcia Nelson, Executive Council Deputy Minister. 

Greetings from Don Iverson, Mayor the City of Edmonton.

Links and Resources for this event

The Alberta Economy - Between a Budget and a Hard Place

February 9, 2017

This is the second time the Edmonton FMI Chapter has explored this issue. The last time, September 11, 2014 West Texas Intermediate Crude was trading for about $93 a barrel and then Alberta Finance Minister, Doug Horner was still predicting a surplus despite increased spending. 30 months, 2 finance ministers and 1 government later - times have definitely changed! 

Our panel was composed of leading economists who weighed in on what Albertans might expect in 2017 and beyond. Topics will included:

  • Will the price of oil continue to recover or stay flat?
  • Will employment prospects improve?
  • How will the new carbon levy (tax) policies filter through the economy between the net payers and the net beneficiaries?
  • What will happen on the investment side? And how will other new policies like a new tax credit for small business contribute to economic recovery and diversification.

For outsiders looking in, public civil servants are in an enviable position. Compared to the private sector, pay and benefits have been relatively stable with no dramatic cuts to positions and little in the way of salary rollbacks. But while governments continue to hope for an economic turnaround, what if the recovery takes longer than expected?  Speakers and panelist who helped us navigate this topic included: 

  • Cathy Rothrock,  Alberta's Chief Economist
  • John Rose,  City of Edmonton's Chief Economist
  • Barry Scholnick, Professor,  University of Alberta Economics
  • Toby Schneider, Executive Director - Alberta Economic Development & Trade
  • Kevin Taft, Best-selling Author, Consultant, Speaker and former Leader of the Alberta Liberal Party 
  • Moderator Robert Ascah, Fellow, Institute for Public Economics

Download Pre-conference notes and the Economics Presentation Deck

After the Smoke Clears: CPAs and the Public Service

November 17, 2016

On July 1, 2015, CPA Alberta celebrated its first anniversary. Over the past 12+ months, considerable effort has gone into making the merge of three legacy accounting bodies successful.  Now that the merger-smoke is clearing what has changed for public sector financial professionals? The session asked and attempted to answer the question, how can CPA Alberta help the members who work in the public service?  

This morning was highly interactive with an opportunity to not only hear from government leaders but also question and contribute to CPA Alberta. Topics were wide ranging from how to train new CPAs, the public service voice in CPA Alberta and the CPA Alberta voice in government. Senior leadership contributing to this session included: 

  • Rachel Miller, Chief Executive Officer, CPA Alberta
  • Roger Ermuth, Assistant Comptroller General, Financial management Sector, Treasury Board of Canada Secretariat
  • Kevin Johnson, CPA, CMA; Managing Vice President, Robert Half

Panel Members: 

  • Above presenters, plus:
  • Dan Stadlwieser, Acting Controller, Alberta Treasury Board and Finance.

  • Larry Brownoff, Director, Professional And Career Services (for Rachel Miller).

  • Glen Jarbeau: Chief Financial Officer, City of Spruce Grove.

  • Laura Daniels: Partner, Assurance , PwC Audit Practice

  • Moderator/Presenter; Melissa Banks, Assistant Deputy Minister, Ministry of Labour

RH LG 2013 RGBDownload Pre-Conference Notes. Review the Questions a la carte covered at this CPA EN Ver Plur RGBconference. Read the Post Conference notes. Thank you to our sponsors: CPA Alberta and Robert Half International. Download the CPA-FMI Public Sector Certificate brochure or access  the Robert Half Salary Guide.

Fostering Innovation in the Public Service When Money is Tight

September 21, 2016

Public servants are expected to be innovative while working in a risk adverse environment. This inherent conundrum is compounded during times of fiscal restraint when ideas are solicited but resources to execute few.  This session will investigate innovation in the public services from a number of facets. 

What is innovation, how do you get it, how do you keep it and when should you ignore it?  Next, how to propose, implement and sustain an innovative idea or culture in an environment that is less than ideal.  Finally, thoughts and strategies of making the case for innovation during times of fiscal restraint; after all, never let a good crisis go to waste.  Speakers for this informative session are:

  • Dr. Markus Sharaput, Dalhousie University: the theory of innovation and its practical challenges.
  • Chris Dambrowitz, NAIT: Can Innovation Become Part of Your DNA?
  • Karen Parker, City of Edmonton: the History, Success and Challenges of Creating an Open City.
  • Christian Felske, Ph.D., P.Eng., City of Edmonton: Turning Your Trash Into Treasure.
  • Moderator/Presenter; Jean McClellan, Partner-PWC: the Catalyst-Café, Systematic Innovation from PWC.

Download Presentations

Read the Post-Conference Notes (unofficial version).

Visit PWC - Our Sponsor for this Event.

Visit Dalhousie University - Key Note Speaker. 

Read IPAC's Policy Innovation in the Canadian Public Sector.

Access the Global Innovation Index Report.

Access GO Productivity.


The Art of Influencing Others

March 17, 2016

Public servants are both influenced and are influencers in our work and personal lives.  Examples include: asking a child to complete a chore, a staff member a task, a supervisor to authorize a project or a committee of peers to endorse a decision. 

But what motivates people to agree (or not) with your perspective, how can you best present your ideas and how do you get past the 'knee-jerk-no' response?

Randy Shuttleworth is a senior partner of the Training Company which provides specialized training for organizations and for individuals. This session of influencing others will be specifically tailored to the needs of financial professionals working in the public sector.  Join us for an unique opportunity to better understand your family, team and organization.  Also, how best influence these groups and individuals to achieve the best possible decision for all concerned.

Unionization and the Public Service: Costs and Benefits

January 28, 2016 

One pervasive constant in the public service is the existence of unions. This session explored the benefits to the members, citizens and taxpayers unions play and what are the corresponding costs or inefficiencies they introduce. Speakers included: 

  • Elisabeth Ballermann, President, Health Sciences Association of Alberta
  • Todd Panas, National President Union of Environment Workers, Public Service Alliance of Canada
  • Guy Smith, President, Alberta Union of Provincial Employees
  • Heather Smith, President, United Nurses of Alberta
  • John Moritmer, President, Labour Watch
  • Lorne Gunter, Columnist, Edmonton Sun
  • Moderator: Winston Gereluk, Union Historian

Pre-Conference Notes

The Crane: Edmonton's Official Bird?

November 18, 2015

Driving through downtown Edmonton on November 18, 2015, you would have been forgiven for not realizing that oil was been trending around $45 US a barrel. During this session, the Edmonton Chapter of FMI asked the questions: what are the major capital projects being built in Alberta and what is the role of public or private interests in their development? This session looked at a state of the projects and how public servants can assist and support capital project based economic growth.
Also discussed were the challenges of maintenance after completion, the options for keeping the lights on after the ribbon has been cut. Speakers included:

  • David Egan, Partner, Consulting & Deals, PwC.
  • City of Edmonton:
  • Mark Hall, Executive Director, Blatchford Redevelopment, City of Edmonton
  • Rick Daviss, Executive Director, Downtown Arena District Project, City of Edmonton
  • Bradley Leeman, Director, Infrastructure and Funding Strategies Section, City of Edmonton.
  • Dr. Robert Ascah, Moderator.

Download the Pre-Conference Notes for this Event.

Fraud Awareness in the Public Sector or I Never Applied for that Loan

September 23, 2015

Have you received the dreaded phone call from your bank notifying you that your credit card account has been comprised. Worse, have you received the phone call from someone claiming to be from your bank asking for your credit card details?

On September 23, the Edmonton Chapter explored 'Fraud Awareness in the Public Sector'. A detective from the Edmonton Police Service, experts from Alberta Human Services and the City of Edmonton IT Branch discussed fraud from the personal to the organizational level. In addition, Ray Haywood from PwC, our event co-sponsor, provided their global expertise in assessing and preventing fraud in organizations.  

As citizens, how can we discern the difference between the two bank phone calls?  As public servants, how do we balance delivering services without feeding those who would steal from the needy? As financial managers, what are our responsibilities to control, detect, report and prevent fraud happening? On September 23, the Edmonton Chapter found out!  

  • Detective Bill Allen, Edmonton City Police
  • Monique Nowak, Human Services Investigator/Alberta Peace Officer
  • Melaney Woods, Human Services Investigator/Alberta Peace Officer
  • Ray Haywood,PwC
  • Kevin McKay, IT Security Manager, Information Technology Department, City of Edmonton
  • Dr. Robert Ascah, Moderator.

Download a copy of the presentation slides


Procurement-Who Does it Well?

February 26, 2015

Canadian governments (federal, provincial, municipal and agencies) collectively procure billions each year. Efficient and effective procurement is critical to the proper functioning of government operations and to a modern economy. 

Which organizations have mastered their procurement processes; balancing efficiency and effectiveness with the necessary controls and oversight?  This professional development-session considered this challenge from many perspectives; procurement professionals, public servants (who need to purchase goods and services), the financial manager, system providers, and the taxpayer who ultimately pays for the purchase.  This was a joint presentation by FMI and PwC Canada - a global leader in supply chain and procurement.

Download the Post-Program Notes.

Advanced Manual for Understanding People

January 22, 2015

When you have car trouble, you reach in the glove-box for the owner's manual… When your computer software does not work, you Google the problem…  What about when your problem involves co-workers, colleagues or your family?

Imagine how much more successful we would be if we just had the manual to understanding people?  What if we had the tools to understand what they do, and why they do it?

In this session George Boelcke, CCP reviewed the basics of our four colours.  These colours help us to understand our four very different personality types, their values, stresses and needs. Then  George went beyond the basics into the Four Colours at Work; their communication styles and motivators.  Finally George will took us to the dark side of our colours and the trouble they can cause.

George Boelcke, CCP facilitates seminars on personality types, leadership, and team-building throughout North America and Europe for groups ranging from Fortune 500 companies and conferences, to many small businesses. In addition to his frequent media appearances, George is the author of a number of bestsellers on personality types, relationships, management and sales. For more insights, visit: www.vantageseminars.com

Retirement Planning in the Public Service: Learning to Adapt to the Tides of Change

November 26, 2014

Is early retirement still an option for 'baby-boomer' public-servants?  Will there be anything left for Gen X/Y/etc. public servants? Uncertainty about pensions is a reality for both employees and Governments, but the right information and setting realistic expectations can help you have a satisfying and sustainable retirement plan. 

These were the questions asked and explored at this session. Thank you for attending; program notes and key links are available (or soon will be). Key links include the following:

Program Notes

Sizing Up the Economic Horizon in Alberta

September 11, 2014




The Province of Alberta is an economic engine that creates jobs and resulting federal and provincial tax revenues. But are things as rosy as they seem or is a weakening economy on the horizon? In this session, three leading economists will weigh in on the topic. Learn what key measures are monitored and how these indicators compare with events of the past. Is history about to repeat itself or is Alberta on course to achieve even greater prosperity? And how does our panel align with the general public sentiments on the economy? Do optimistic or pessimistic times lie ahead? How does Alberta's economic horizon affect Financial Managers responsible for public policy, budgeting and their own fThe Province of Alberta is an economic engine that creates jobs and resulting federal and provincial tax revenues. But are things as rosy as they seem or is a weakening economy on the horizon?  In this session, three leading economists will weigh in on the topic.  Learn what key measures are monitored and how these indicators compare with events of the past. Is history about to repeat itself or is Alberta on course to achieve even greater prosperity? And how does our panel align with the general public sentiments on the economy? Do optimistic or pessimistic times lie ahead? How does Alberta's economic horizon affect Financial Managers responsible for public policy, budgeting and their own family's finances?

program Notes & Speaker bios



Speakers & Panelists:


The Public Sector P in P3s

May 21, 2014

The public looks to all levels of government to build and maintain infrastructure to support the economic and social well being of their communities.  At the same time, the public is asking how infrastructure expenditures can be made more effective, efficient and how the results can be brought on line sooner and with less disruption.  The innovation and flexibility of private enterprise needs to meet the funding and legislative power of the public sector and thus the concepts of Public, Private Partnerships (P3s) was born. The speakers/panelists were:


Auditors and the Public Sector Organization

February 25, 2014

Auditors play a critical function in maintaining the public trust in the financial reports, processes and decisions made within a public sector organization. Offices of the auditor general have seen their scope of reviews increase well beyond the financial statements over the past decades.

On February 25, 2014; the Edmonton FMI Chapter will explore the role auditors' play in maintaining public trust, the future of the sub-profession within the public-organization financial community and practical recommendations to maintain good audit relationships. Speakers/panelists are:

  • Provincial Perspective: Merwan N. Saher, Alberta Auditor General
  • Municipal Perspective:  David Wiun, City Auditor, Edmonton
  • Audit Firm Perspective: Rachel Gosse, Partner, Deloitte
  • Federal Perspective: n/a

How to Survive, Thrive and Live with Change 

January 23, 2014

BrendaThe Edmonton FMI Chapter joined Brenda to listen, laugh and learn about managing change with humour and a positive attitude!

Brenda Robinson has been in the training and development field for 30+years.  In addition to being a sought after speaker and workshop facilitator, she is an organizational consultant and coach.  She is a published author, she holds a Bachelor of Arts and a Masters of Education. 

We have entered an era of inverse change - we will never catch up again. How can we learn to enjoy and thrive in this era? Is a change as good as a rest? Is change inevitable? Can we control change in our lives?

Learn to bring joy and laughter to your changing workplace in changing times. Working together positively will facilitate meeting the challenge we all face in today's world.

Financial Management in the Government of Canada

October 29, 2013

Sharon Smith -Thumb NailMs. Sharon Smith provided an overview of how the Government of Canada (GoC) is tackling a budget deficit while striving to maintain programs and services. This is being done through Financial Management Transformation.  As a result, the GoC looks to not only spending less but maintaining or even improving programs and services.  Ms. Smith also discussed the changes within the GoC's Financial Officer community including its strategies relating to the accounting designation merger.  Further information can be found in the attached presentation and presentation notes:


The Alberta Chapter's Annual General Meeting

September 19, 2013


Comptrollership Challenges in a Changing Environment

April 18, 2013


Guest Speaker:
James Ralston,
Comptroller General of Canada, Government of Canada

This session will address the challenges that comptrollers are facing in the current environment: touching on  cost containment, technology and people management. It will also cover some of the approaches being undertaken in the federal context and encourage discussion on best practices and approaches to meeting common challenges.


City of Edmonton's City Centre Transformation

March 14, 2013

The areas of focus will be the new Downtown Arena, City Airport, and The Quarters.

Guest Speaker:

Mary Ann Debrinski SmallMary Ann Debrinski,
Director Urban Renewal, City of Edmonton

During her 6 year tenure with the City of Edmonton, Mary has spent four of those years as the Director of Financial Strategy and Budget Planning. Mary Ann is a CMA with over 25 years of experience in budgeting, strategic planning, financial management, project management and long range financial planning in the Municipal, Education and Healthcare sectors.

Guest Speaker:

Mark Hall SmallMark Hall,
Executive Director, Blatchford Redevelopment Project, City of Edmonton

Mark Hall is the Executive Director of the Blatchford Redevelopment project. He has been involved in the land development industry in the Edmonton area for more than 30 years.  He experience includes transportation planning and policy development, suburban land use design and approvals, downtown plan policy development and implementation, and land development project planning and implementation. 

In his current role, Mark is responsible for The Blatchford neighbourhood of more than 25,000 residents, a major park, a town centre and educational institutions.  Blatchford will also have two LRT stations - one at the south end of the Plan area serving NAIT and the other in the centre of the easterly residential precinct.

Special Guest:Mayor Mandel 150pix.jpg

Mayor Stephen Mandel,
City of Edmonton

Serving Alberta's Capital City for a third term, Mayor Stephen Mandel has led the City of Edmonton since October 2004.

Mayor Mandel is a strong advocate for Alberta municipalities, ensuring they receive a fair share of funding to pay for vital infrastructure and community services. His bold vision to improve the integration of services in the Edmonton region encouraged the Province to create a new governance body responsible for building a more effective regional plan, which has marked a new era of cooperation and growth. Mayor Mandel also celebrates Edmonton's arts community and multiculturalism as great strengths of our City and his inclusive vision reflects Edmonton's our vast energy and character. He is a strong advocate and voice for low-income families, seniors and those in need. As Mayor, Stephen is a steadfast steward of numerous green initiatives and remains committed to preserving Edmonton's reputation as a global environmental leader.

The Budgeting World in Government

January 17, 2013

Join FMI, IPAC and the Institute of Public Economics to hear first- hand how budgets are planned and executed at all three levels of government. Panelists listed below will bring their experience from both the political and administrative perspectives.

Panelists include:


Ed Stelmach
Former Premier
of Alberta


Shirley McClellan
Former MLA
and Deputy Premier


Anne McLelland
Former Deputy Prime Minister


Kevin Taft
Former Leader of the Opposition
Alberta Liberal Party


Robert Bhatia
Former Deputy Minister of Finance
Alberta Government


Lorna Rosen
Chief Financial Officer
City of Edmonton


Bob Ascah
Director, Institute for Public Economics
University of Alberta


Nolan Crouse
City of St. Albert


Robyn Singleton
Former Chief Administrative Officer
Strathcona County

Public Sector Renewal: Perspectives from Multiple Orders
of Government

November 1, 2012

FMI-Alberta Chapter's first collaborative event with the Institute of Public Adminstration, Edmonton Region was a great success. Nearly 100 IPAC and FMI members and guests braved the season's first snowfall to hear about initiatives to renew the public sector from its senior leaders. The panellists included Simon Farbrother (City Manager, City of Edmonton), Peter Watson (Deputy Minister of Executive Council, Government of Alberta), and Jim Saunderson (Chief Financial Officer - Western Economic Diversification, Government of Canada). The moderated discussion touched on the importance of a healthy corporate culture, efforts to attract new talent and to maximize the potential of existing talent, as well as the role public sector organizations such as IPAC and FMI can play through networking and fostering conversations.

The Basics of Colors: The Owners Manual to Understanding People

September 13, 2012

George J. Boelcke, CCP provided an entertaining and interactive seminar on the use of Colors as a tool for team building, fostering unity, staff retention, communication and much more.

See his website at www.vantageseminars.com 


Update and Status of Financial Management
Transformation in the Government of Canada

June 20, 2012

with Doug Lloyd
Executive Director, Financial Systems Acceptance Authority Directorate,
Treasury Board Secretariat of Canada

This includes the duties and purpose of the Financial System Authority, the various policies, directives, and initiatives which collectively make up the transformation effort in regards to the stewardship of financial management systems, the financial Interoperability, and stewardship initiative. A discussion will follow on how these are related to the renewal of the financial management business processes, the creation of standard and common system configurations, and the creation of common financial information in the government of Canada.

Doug Lloyd is presently the Financial System Authority in the Office of the Comptroller General at TBS. He obtained his Masters of Business Administration from The University of Ottawa, and is a Project Management Professional (PMP), a Certified Management Consultant (CMC), and a Certified Management Accountant (CMA). He has extensive experience as the CEO of a niche market management consulting firm in Canada, and has worked for the past 5 years as an executive in the government of Canada. Mr. Lloyd is a former trustee of the 2nd largest school board in Ontario, and is also the former President and CEO of the student transportation crown authority in Ottawa, responsible for over 100,000 student movements per day. He is presently pursuing a PhD.

Presentation - Update and Status of Financial Management Transformation in the Government of Canada_June 20, 2012

Shared Systems, Truth and Myth

March 1, 2012

with Bruce Manion
Former Faculty Member, Canada School of Public Service

Up until recently, Bruce was on assignment as a faculty member with the Canada School of the Public Service. Prior to that, Bruce was the CFO at both HRSDC and Canadian Heritage. In over 28 years since joining the federal public service through the FORD/IARD Program of the OCG, he has held many different positions in audit, administration and financial management in numerous other federal organizations such as DND, OSFI, NRCAN and PWGSC.

Throughout his career, Bruce has maintained a strong interest in modernizing management practices and the strengthening of functional communities.

Bruce is married and has two children. When he is not working, he is an avid tool guy and home renovation maniac. In past lives, he has been a professional musician, actor, stand-up comic and gravedigger. He is certainly not your average accountant.

Presentation - The Brave New World of Shared Systems and Shared Services - March 1, 2012

Fiscal Sustainability in Canada

January 18, 2012

by Kevin Page
Parliamentary Budget Officer, Parliament of Canada

About Kevin Page: Kevin Page was appointed Canada's first Parliamentary Budget Officer on March 25, 2008. The Parliamentary Budget Officer (PBO) is an independent officer of the Library of Parliament who reports to the Speakers of both chambers and who is responsible for providing independent analysis to the Senate and to the House of Commons about trends in the national economy, the state of nation's finances and the estimates of the government. (http://www.parl.gc.ca/pbo-dpb/)

Presentation - Fiscal Sustainability in Canada Presentation - January 18, 2012

Moving the Canadian Accounting Profession Forward -
The Business Case to Merge

November 10, 2011

by Kara Mitchelmore, MBA, FCMA
CEO & President, CMA Alberta

Learn to Bounce - Surviving & Thriving during Changing Times

September 28, 2011

by Anita Caputo

Presentation - Learn to Bounce - Surviving & Thriving during Changing Times.


Presenting Financial Information to Senior Government Officials

May 25, 2011

by Dan Perrins and Jim Marshall
Johnson-Shoyama Graduate School of Public Policy

Dan Perrins and Jim Marshall will provide practical guidelines on presenting financial information to senior government officials, focusing on financial briefings and include general rules, tips and techniques.

Presentation - May 25, 2011 Presenting Financial Information to Senior
Government Officials

Dan Perrins, Executive-in-Residence and Senior Policy Fellow of the Johnson-Shoyama Graduate School of Public Policy is currently the Executive in Residence and Senior Policy Fellow at the Johnson-Shoyama Graduate School of Public Policy, University of Regina.

Prior to this, Mr. Perrins served in the Public Service of Saskatchewan for 36 years. In February 2001, Mr. Perrins was appointed as Deputy Minister to the Premier and the Head of the Public Service and served in that role until November 2007.

Jim Marshall, Senior Policy Fellow at the Johnson-Shoyama Graduate School of Public Policy is currently a Senior Policy Fellow at the Johnson-Shoyama Graduate School of Public Policy

He taught in the Department of Economics at Brandon University, Manitoba, and conducted research for the Library of Parliament in Ottawa before starting with the Government of Saskatchewan. In his 30 years of government service, Jim Marshall has held several senior positions in Saskatchewan Government agencies, including: Finance, Crown Investments Corporation and Industry and Resources.

Cooperative Projects and Human Capital

February 16, 2011

Morning Session with Doug Lloyd
Executive Director, Financial Systems Acceptance Authority Directorate,
Treasury Board Secretariat of Canada

Doug Lloyd will discuss the financial management transformation initiative presently underway at the Office of the Comptroller General.

Specifically, he will provide an overview of the duties and purpose of the Financial System Authority, and then will discuss the various policies, directives and initiatives which collectively make up the transformation effort. He will outline the policy and directive on the stewardship of financial management systems, the financial interoperability and stewardship initiative, and then discuss how these are related to the renewal of our financial management business processes, creation of standard and common system configurations, and creation of common financial information in the government of Canada. He will then finish off with a quick discussion as to how this is related to accountability, and a question and answer period.


About Douglas M. Lloyd: Doug Lloyd is the financial system authority for the government of Canada. He is responsible for developing and setting financial business processes for the government, as well as establishing common financial information, common financial configurations, and policies on the stewardship of financial management systems (both automated and manual). His team is also responsible for a community building and capacity development regime for finance personnel in the government, as well as operating a centre of outreach aspects of finance.

Prior to this, Doug was on exchange from the private sector where he was the President and CEO of a private sector niche management consulting company and was responsible for managing and troubleshooting major crown projects for Treasury Board Secretariat, Public Works and Government Services Canada and Human Resources Development Canada. He won two distinction awards from the industry for project management at this time.

He is the former President and Chair of the Ottawa Student Transportation Authority, the provincial Crown Corporation responsible for all yellow school busses in Ottawa-Carleton; and is now the chair of the National Institute on Biomass, Renewable and Clean Technologies.

Doug has an MBA from the University of Ottawa with a concentration in Finance and Accounting, and is CMC, CMA and PMP certified. He is in process of completing a PhD in Public Administration specialising in building high performing teams using intergenerational techniques. A subject he lectures on frequently to universities, colleges and professional associations.

Writing @ Work II

January 20, 2011

with Virginia Durksen
Visible Ink Incorporated

Clear writing is the best practice that makes all other best practices possible. Virginia Durksen is back to give you more writing tips and to introduce you to writing habits that will make you a clear writer-and an effective financial manager.

Virginia Durksen draws on two decades of experience as a writer and editor to develop customized workshops for workplace writers. Through Visible Ink, Virginia teaches business and technical writing to corporate clients across Canada.

As an adult educator, Virginia believes that everyone in today's workplace can and should develop clear, effective communication skills. Often, the greatest barriers to improving those skills are an abundance of bad examples, uncertainy about what's wrong, and lack of opportunity to keep on developing. These can be overcome.

Microsoft Canada: Gov 2.0

November 25, 2010

with Omar Rashid
Director for Municipal Government Strategy, Microsoft Canada

As Director for Municipal Government Strategy, Omar Rashid is responsible for leading Microsoft's engagement with local and regional governments across Canada. He speaks regularly on how Information & Communication Technologies (ICT) can be used to drive positive outcomes from public policy. For this event Omar will speak on Gov 2.0 - the two-way commnication between government agencies and citizens. Please join us to hear how governments across Canada and the world are leveraging Gov 2.0 principals to improve service delivery, engage citizens and improve outcomes from public service.

Change Management

Thursday October 28, 2010

with Vik Maraj

Vik Maraj Consulting

Vik Maraj consults, speaks, teaches, and facilitates on a range of topics including leadership, change and transition, group dynamics, performance execution, motivational practices, conflict engagement, and influence. This session on Change Management will introduce you to 10 practices that will make change happen. The topic for this event was selected by our fmi*igf Alberta Chapter members making this our first "Members Choice" event!

You can read more about Vik Maraj at his website http://www.vikmaraj.com/about/index.htm.

Writing @ Work II

September 9, 2010

with Virginia Durksen
Visible Ink Incorporated

Clear writing is the best practice that makes all other best practices possible. Long sentences, unclear words, and passive voice create as much confusion as a column of numbers that doesn't add up. But to make a document easy to read and a procedure easy to follow, we need to replace the bad habits we pick up in university and at work. This session introduced the participants to writing habits that will make them a clear writer - and an effective financial manager. Read more about Virginia at http://www.visible-ink.ca/.

Virginia Durksen draws on two decades of experience as a writer and editor to develop customized workshops for workplace writers. Through Visible Ink, Virginia teaches business and technical writing to corporate clients across Canada.

As an adult educator, Virginia believes that everyone in today's workplace can and should develop clear, effective communication skills. Often, the greatest barriers to improving those skills are an abundance of bad examples, uncertainy about what's wrong, and lack of opportunity to keep on developing. These can be overcome.


The Competency Connection

Thursday, May 28, 2009

by Norma Hubley, CA
Office of the Comptroller General of Canada

Competencies: We hear about them but what are they and what is their effect in the real world? The Office of the Comptroller General (OCG) of Canada has developed a professional development apprenticeship program based entirely on competencies. Competencies either are or will be used at all levels for evaluation and promotion.

If you want to know what are the competencies in government finance and how to obtain them then you need to register for this session. In addition, if you need to develop competency profiles for your department then this session is for you. See registration information below.

Norma Hubley, CA graduated from Carleton University with an Honours Bachelor of Commerce degree in 1975 and became a Chartered Accountant in 1977. Mrs. Hubley has held a number of positions within the Public Service with increasing and varied responsibilities. She has worked in financial management, financial planning and resource management, financial and accounting policy and corporate accounting, and the development of programs required to position the Financial Management workforce for the challenges surrounding the implementation of the Chief Financial Officer model.

Currently, her work with the Office of the Comptroller General, involves Capacity Building and Community development for the Financial Management community within the federal Government

Current Status of Canadian Financial Accounting Standards Development

February 19, 2009

by Al Budlong, FCA

  1.   International Financial Reporting Standards (IFRS)
  2.   Proposed Model for Canadian Small Business
  3.   Rules currently in development for Non-Profit Organizations

Al Budlong is an FCA. He is a member of the Institute of Chartered Accountants of Alberta (ICAA). He is very much involved with advising those interested in professional accounting standards.

New Transfer Payment Policy

October 21, 2008

by Pierre Laflamme
Treasury Board Secretariat, Office of the Comptroller general,
Government of Canada

Have you heard about Treasury Board's New Transfer Payment Policy effective October 1st? Our speaker Pierre Laflamme is going to bring us up to date on this new policy. If you are involved with Grants and Contributions - or are planning to become involved - then you don't want to miss this session. Some highlights:

  • G&C reform - government action plan
  • Policy, directive, guide - 2008
  • Key changes: authorities, service standards, risk management, recipient engagement
  • Implementation - gradual transition
  • Looking ahead - expected results

Pierre Laflamme is currently Director, Financial Arrangements Unit at Treasury Board of Canada. He is responsible for the renewal of the policy on transfer payments, working with multiple stakeholders to succeed with the implementation.

Create Engaging Workplaces - Improve Retention

September 17, 2008

by James Robbins

A manager's success lies in their ability to fully engage employees. Come join this engaging, entertaining and inspirational presentation that will provide you a feast of leadership ideas to help create environments that inspire employees and lower employee turnovers.

James Robbins of The Robbins Group based in Calgary, Alberta, is a rare mix of management consultant, motivational speaker and adventurer. He has worn many hats over the years from managing non-profit organizations to entrepreneur, speaker and leadership trainer. For the last 15 years, James has been helping Leaders live up to their true potential. As a speaker he has over 12 years on the platform and is known for his humour, genuine style and stories


Financial Management Policy Framework and the Office of the Comptroller General of Canada

February 21, 2008

by Bernie Geiger
Director - OCG Policy Renewal Project, Treasury Board Canada

The last few years have seen significant changes in the federal government Treasury Board and Comptroller General's Office with respect to its policies. Mr. Geiger will speak on the subject of Treasury Board (TB) and Office of the Comptroller General (OCG) Financial Management Policy Framework, renewal and new directions of the OCG.  This will include a look at the old policy suite, the Federal Accountability Act and Action Plan, the policy renewal exercise and progress to date. Subjects to be covered include:

  • Professional development in the financial community,
  • The Chief Financial Officer Model,
  • Strengthening internal controls,
  • Audited departmental financial statements,
  • Quarterly financial statements,
  • Resource utilization and
  • Financial systems standards.


3rd Annual Professional Development Day

Empowering People in a High Accountability Environment

October 25, 2007

by Anita Caputo
The BIG PICTURE Institute

Government Controllership Challenges in Alberta's Hot Economy

September 13, 2007

A full day conference including a plenary keynote speaker and two streams of speakers!

Part 1

by Doug Lynkowski
Controller for the Government of Alberta

Developments in Financial Management and Internal Audit
in the Federal Government

Part 2

by Charles-Antoine St-Jean, F.C.A.
Comptroller General of Canada