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

Halifax Chapter

Past Events

 

2016 - 2017

Events

Wednesday, February 15, 2017

Brightwood Golf and Country Club
227 School Street
Dartmouth, NS

 

FUTURE OF CANADA IN THIS AGE OF DISRUPTION

A fmi*igf Halifax Chapter Professional Learning Session

with Michel Brazeau, Partner, Ontario Region Marketplace Consulting Leader and the National Public Sector Leader, Deloitte Canada

Joining us for our February session is Michel Brazeau, Partner in Deloitte's Canada's Technology Consulting practice. Our world is changing at a dizzying speed, and to keep pace with its citizen's needs, government too is evolving in unprecedented ways. It is deviating from tradition and creating an environment where innovators thrive and technology-equipped citizens can serve themselves. Technologies and trends including advanced robotics, artificial intelligence, blockchain, big data, networks, augmented reality, additive manufacturing and collaborative connected platforms create new possibilities for smart, customized and data-driven government services.

M Brazeau

Michel Brazeau, CMC

Michel Brazeau is a Partner in Deloitte Canada's Technology Consulting practice. He is the Ontario Region Marketplace Consulting Leader and the National Public Sector Leader. Michel is also the consulting leader on the Deloitte Innovation Council and a core member of the firm's Global Innovation Network. In his Innovation leadership role, Michel is responsible for helping Deloitte create new solutions and offerings across their core services, and assist clients in creating, assessing and optimizing their Innovation Programs. Michel applies this passion for innovation and the experience gained from his 25-year consulting career working across a number of industries, including public sector, health, high tech and manufacturing. Michel truly believes that Innovation matters and that Canadian leaders have an opportunity to embrace it to propel Canada's productivity forward and to help future generations be more successful.

Wednesday, January 25, 2017

Brightwood Golf and Country Club
227 School Street
Dartmouth, NS

9:00 - 11:30 am

 

WHICH COMES FIRST, THE PROGRAM OR THE PROGRAM EVALUATION?  THE COST AND ACCOUNTABILITY OF PROGRAM DELIVERY

A fmi*igf Halifax Chapter Professional Learning Session

with Deborah Kiceniuk, Ph.D., Senior Educational Developer (Research and Evaluation), Centre for Learning and Teaching and Adjunct Professor with the Division of Medical Education, Dalhousie University

and Markus Sharaput, Ph.D., Assistant Profressor, School of Public Administration, Dalhousie University

Program delivery is supported by evaluation evidence, and when implemented appropriately can strengthen the effectiveness and efficiency of a program. Without a solid evaluation framework and defined benchmarks in place to measure the effectiveness, efficiency, and value of a program, the methods and theoretical underpinnings would be subjective and lack the basis to assess program quality or improvement. In this session the key components of program evaluation will be presented, including budgeting and resource allocation, and based on their experience, participants will have the opportunity to develop their own evaluation framework.

Deborah _KDeborah Kiceniuk, Ph.D.

Senior Educational Developer (Research and Evaluation)
As a Senior Educational Developer, Research and Evaluation, at the Centre for Learning and Teaching (CLT), and Adjunct Professor with the Division of Medical Education at Dalhousie University, Dr. Kiceniuk's role includes: facilitating university-wide initiatives for Scholarship of Teaching and Learning (SoTL); working collaboratively with the university community to facilitate course and program evaluation; and, leading the SoTL portfolio within CLT. Her research interests include social, political, and economic factors surrounding institutional change, while her teaching interests include research methods and statistics, curriculum studies, and the philosophy of education. Her interest in SoTL, is juxta positioned between her academic interest in research, the evaluation of higher education programs to facilitate change, and processes to promote excellence in teaching and learning in higher education. She is currently a reviewer for several educational journals.

Markus Sharaput, Ph.D.

Assistant Professor, School of Public Administration
Dr. Sharaput, an assistant professor in the School of Public Administration at Dalhousie University, has held teaching positions at Memorial, Lakehead, York, and Ryerson Universities, and has delivered a number of workshops to both Canadian and international client groups. His research has focussed on the task of strategic economic intervention by governments at both the federal and provincial levels, along with aspects of institutional culture and policy capacity. Professor Sharaput's work and interests include evaluation, policy learning and capacity building in government organizations, innovation in government, innovative industrial policy, and regional economic and community development.

Dr. Kiceniuk and Dr. Sharaput are co-facilitators of the NS Public Service commission Program Evaluation workshop for Managers.

Wednesday, November 2, 2016

Brightwood Golf and Country Club
227 School Street
Dartmouth, NS

8:30 am - 11:30 am

 

Discussion on Accountability in the Public Sector

with Bruce Hennebury, Senior Director, Communities Culture and Heritage, Province of Nova Scotia

and Senator Elizabeth Warren describes, government as is simply a collection of things that we the people have decided to do together - what that means for accountability? What does that mean for Nova Scotia?

Bruce HBruce Hennebury

Senior Director, Communities Culture and Heritage, Province of Nova Scotia
Bruce Hennebury is a public servant with over 30 years' experience. He has held a number of senior positions throughout the Nova Scotia government in Finance, Treasury and Policy Board, Economic and Rural Development and Communities Culture and Heritage.  He has extensive experience in policy, finance, budgeting, economic development, accountability, governance and administration.  He is currently a Senior Director at the department of Communities Culture and Heritage with the Province of Nova Scotia with responsibility for policy as well as the provincial gaming strategy.  A Chartered Professional Accountant, Bruce also holds a Master's Degree in Public Administration (Management) from Dalhousie University as well as a Bachelor of Commerce from Saint Mary's University. He has been teaching public sector comptrollership and accountability at Dalhousie in the MPA and MPA(M) programs since 2002.  He enjoys fly fishing and curling and is actively involved in the local ringette community as a Level 3 referee.  He has also served on volunteer boards.  A native Nova Scotian, Bruce lives in the Halifax area with his wife and has two grown children.

Friday, October 7, 2016

Brightwood Golf and Country Club
227 School Street
Dartmouth, NS

8:30 am - 11:30 am


 

JOIN the FMI-Halifax Chapter for the kick-off of its 2016-2017 professional development season.

"Transformation"

B Matthews2with

Bill Matthews, Comptroller General of Canada

 

speaker bio

 

 

If you attend this session, your membership to the FMI-Halifax Chapter.

Following the learning session there will be a brief AGM of the FMI-Halifax Chapter and election of its 2016-2017 officers.

Questions?, contact at (902) 897-8920.

2015 - 2016

Events

Wednesday, March 9, 2016

Brightwood Golf and Country Club
227 School Street
Dartmouth, NS

 

Under the Microscope:  Exploring Government's Use of Social Media in Communicating Science

L Harropwith

Lori Harrop, Public Servant in Residence, School of Public Administration, Dalhousie University

The fmi*igf Halifax Chapter's next learning session will be held on Wednesday, March 9th, 2016, from 9:00 - 11:30 am. Registration will begin at 8:30AM. Come and join us at the Brightwood Golf and Country Club, 227 School St., Dartmouth for an informative professional development session entitled "Under the Microscope:  Exploring Government's Use of Social Media in Communicating Science" with LORI HARROP, Public Servant in Residence, School of Public Administration, Dalhousie University.

Canada is one of the most wired countries in the world with approximately 87 percent of households connected to the Internet and almost seventy percent of those "connected Canadians" accessing social media each month. (Canadian Internet Registration Authority Fact Book/ Canada Media Fund, 2015). 

Given Canadians' penchant for online communication and connection, governments cannot ignore the power of social media as a way of informing and engaging the public. Science-based government departments in particular, due to the nature of their content that lends itself to visually creative online treatments and open and transparent sharing (think Canadian space missions), have a heightened opportunity and responsibility to use social media to inform Canadians of issues that affect their daily lives. And it follows that a more informed public, with access to a wide range of resources and information, can better contribute to policy and program discussions through a variety of social media and other engagement tools.

In her talk, Lori will look at government's usage of social media to communicate science and some of the creative social media initiatives undertaken by governments worldwide to connect with their citizenry. Lori will explore the challenges governments face in embracing social media as part of their daily communications planning and she will argue that despite the seemingly uncomfortable fit social media presents for governments; the power of social media to connect with Canadians in a meaningful way is well worth the effort it takes to harness it.

Wednesday, January 20, 2016 

Brightwood Golf and Country Club
227 School Street
Dartmouth, NS

9:00 am - 11:00 am

fmi*igf Halifax Chapter's presents
Fraud Awareness

H Averywith Hugh Avery, CP, CA IFA, CAMS 

Do you know what fraud is? Could a fraud take place within your organization? Is fraud occurring within your organization? Would you know what to do if you heard fraud was occurring? Have you taken steps to prevent fraud?

If you answered "no" to any of the above questions you will benefit from this talk. While you will not become an expert in fraud by the end of this talk you will increase your understanding of fraud, you will get some tips on how to reduce your fraud risk, and will know enough not to panic when you encounter fraud.

We are pleased to welcome Hugh Avery, CPA, CA IFA, CAMS.  For the past 13 years Hugh has worked in the field of forensic accounting. He has worked on numerous criminal investigations for the Integrated Proceeds of Crime Unit of the RCMP as well as other police and government agencies, having testified as an expert before the court on several occasions. He has been leading seminars on Fraud Awareness for the Institute of Chartered Accountants of Nova Scotia since 2007.

Hugh obtained his CA designation in 1998, his Certified Anti-Money Laundering Specialist designation in 2005 and received his IFA designation in 2010. He is a graduate of both Saint Francis Xavier University and the University of Toronto.

Tuesday, December 1, 2015 

Brightwood Golf Club
227 School Street
Dartmouth, NS

10:00 am - 1:00 pm

fmi*igf Halifax Chapter's Annual Learning Session and Christmas Luncheon

M .pickupMichael Pickup, Nova Scotia Auditor General

Appointed as Auditor General of Nova Scotia on April 29, 2014 by the Nova Scotia Legislature, Mr.  Pickup began his 10-year-term as Auditor General on July 2, 2014.

Prior to this, he worked for the Auditor General of Canada during the past 25 years, including the last 15 years in Ottawa. He obtained his CA designation with the Auditor General of Canada in the Halifax, Nova Scotia Office. During his time with that Office, he led a variety of financial and performance audits across various Government departments, agencies and crown corporations.

Mr. Pickup has also contributed to the profession through participation on a Task Force of the Public Sector Accounting Board and teaching audit at both the University of Ottawa and Carleton University. He was also a key member of the Norwegian-led international peer review of the Government Accountability Office of the United States which was conducted in 2011.

He received a Bachelor's degree from Acadia University with concentrations in Canadian economics prior to obtaining his CA designation. Mr. Pickup was born and raised in Cape Breton and graduated from Sydney Academy high school in 1984.

He also has taken extensive language training over the past 15 years in order to enhance his abilities in French. As well, he attended Ivey Executive training at Western University.

A GammonAnne-Marie Gammon, MBA, FCPA, FCMA, President & Chief Executive Officer of CPA Atlantic School of Business

Bringing over 25 years of senior financial management experience within diverse industries including education, real estate, automotive, aerospace and oil, Anne-Marie is the past Director, Education Services with the Chartered Professional Accountants of Canada, Vice President, Program Development for CMA Canada, and was previously Vice-President, Financial Reporting for ING Real Estate Canada. An experienced educator, Anne-Marie has been a moderator in CMA's professional education program for 20 years. She served as past co-Chair of the national CPA Certification Steering Committee established to develop the new accounting education program.

Actively involved in her community as a volunteer, Anne-Marie is currently the Chair and President of Financial Executives International Canada - Atlantic Chapter. She is also Past President of CMA Nova Scotia, past Chair of the CMA Canada Research Foundation and past Vice President, At Large with the Canadian Academic Accounting Association.

Anne-Marie has a BBA from the University of New Brunswick and subsequently received her CMA designation in New Brunswick in 1990. She was awarded the prestigious nationally recognized Fellow of the Society of Management Accountants' designation in 2003, received her Master of Business Administration from Heriot-Watt University in 2012 and became a Fellow Chartered Professional Accountant in 2015.

Anne-Marie resides in Bedford, Nova Scotia.

P TollerPatricia Towler, CEO of CPA Nova Scotia

Patricia Towler was named the inaugural CEO of CPA Nova Scotia in September 2015. A native of Halifax, she brings over 25 years of experience in managing complex and cross-functional strategic initiatives, while successfully managing diverse stakeholder groups. A strategic, big picture thinker, she has led senior management teams through numerous challenging projects, most recently, as Vice President (External) and General Counsel for Regent College. A graduate of Dalhousie Law School, she began her career in the Halifax office of Stewart McKelvey Stirling Scales and is a trained mediator, published author and frequent speaker and lecturer.

October 28, 2015

Brightwood Golf Club
227 School Street
Dartmouth, NS

9:00 - 11:30 am

 

Funding Immigration - Challenges and Benefits

Lili Connellan, Programming and Development Officer for the Immigrant Services Association of Nova Scotia.

Claudette Legault, Board Member, Director of Programs and Services for the Immigrant Services Association of Nova Scotia.

Presentation

September 16, 2015

Brightwood Golf Club
Dartmouth, NS

Building a Sustainable Society

Milt Isaacs, President, Association of Canadian Financial Officers

2014 - 2015

Events

Tuesday, May 12, 2015

9:00-11:30am

Halifax Club
1682 Hollis Street
Halifax

Michael J. Hughes, THE Networking Guru - Networking for Results - The Power of Personal Contact.  How to Turn 3-Minute Conversations into Long-term Relationships and Results!

Mr. Hughes explained networking as a business strategy to develop and leverage relationships. Participants received specific information about networking as a business strategy, a process and structure to communicate more effectively while networking and practical tools to assist participants in maximizing networking opportunities. (see attached poster)

Following the learning session there was be a brief AGM of the Chapter and election of 2015-16 officers.

Wednesday, April 15, 2015

Halifax Club
1682 Hollis Street
Halifax 

 

CPA

Anne-Marie Gammon, MBS, FCMA
President and Chief Executive Officer of CPA Atlantic School of Business and , CMA, Director of Marketing, Business Development, and Communication

Throughout Canada over the last two years, managers, owners, accountants, and students have been asking questions about "the merger" and the accounting world they had once understood. 

Anne-Marie Gammon, President & CEO of CPA Atlantic School of Business, provided an understanding of recent changes to Canada's accounting landscape and how it affects those wishing to become accountants, who are accountants, and those that rely on accountants - which of course is very nearly all of us. 

Following this brief overview, Anne-Marie outlined the new CPA accreditation path, including paths for those who may or may not have studied accounting and the many roles for which the thorough and varied CPA material and experience will prepare you.  

Slide Presentation    CPA Education policies

Wednesday, January 21, 2015

Registration 8:30

Session 9:00 - 11:30

Performance Management

Challenges, Success Factors, and What We Have Learned

Bruce Manion, Sessional Instructor and Adviser at the School of Public Administration, Dalhousie University and

Martine Durier-Copp, Director - Centre for Advanced Management Education, Dalhousie University.Performance Management

Event Summary   

Location: Halifax Club, 1682 Hollis Street, Halifax

Wednesday, December 3, 2014

9:30-12:30

Halifax Club
1682 Hollis Street
Halifax

Christmas Luncheon

Topic:  Talent Management

Speaker: Sylvie Séguin, A/Senior Director of the Financial Management Community Development Division within the Office of the Comptroller General

Sylvie provided an overview of talent management and related resources within the context of federal public sector financial management.  Her presentation covered competencies and the HR framework, talent management programs and services, challenges, and concluded with a reminder that we are primarily responsible for our own carreer management.  

Presentation 

Event summary

Wednesday, October 22, 2014

9:30-11:00

Halifax Club
1682 Hollis Street
Halifax

 

Local Fraud... Second in a Series

with Det. Cst. Dana A. Drover, Halifax Regional Police Service, Integrated Financial Crime Section

Cst Drover provided a very relevant and useful session on 'Mitigating employee dishonesty'

He covered Prevention, starting from the hiring process, resume fraud & 'predictors' of fraudlent behaviour, crimnal records checks, common problems encountered and red flags.  Cst. Drover also discussed how to handle the situation after a fraud is suspected.

Det. Cst. Dana A. Drover, currently assigned to the Financial Crime Section of the Halifax Regional Police, has over 25 years experience and specialization in a variety of fraud related investigations. He is qualified as a subject matter expert on counterfeit money, credit card skimming, electronic commerce fraud, bank fraud schemes and identity theft investigations.

 

September 24, 2014

FRAUD

Constable Laurie Haines, CA, CFE - RCMP Financial Crimes Investigator.   Bio attached.

At the Halifax Club, 1682 Hollis Street, Halifax

9:00 a.m. to 12:00 p.m. with registration beginning at 8:30 a.m.

Event summary

2013 - 2014

Events

May 14, 2014

A Call to Action:  Thriving in Our Challenging Financial Management Workplaces

Barb Fry, RN, BN, M.Ad. Ed.

"In today's rapidly changing public sector financial environments decades of 'silo thinking' and 'top-down' organizational structures are giving way to collaborative, integrated, and respectful relationships.

While some individuals thrive as they move toward a 'new ways of being' many struggle to simply 'survive.' This interactive, reflective, humorous, and inspirational presentation will challenge participants to examine the impact of specific attitudes and behaviors on the quality of service provision, inter-professional relationships, and the bottom line."

The morning concluded with a call to action and 10 Top Tips for creating a thriving financial management future. 

Event writeup

Registration 9:30

Session 10:00 am - 1:00pm

March 6, 2014

Social Media - Two Presentations

Networking and Professional Branding:  How to Boost Your Work in a Digital Age

Jodi LeBlanc, Advisor, Values & Ethics, Organizational Health & Ethics, Human Resources Division - Veterans Affairs Canada.   Abstract   /  Presentation Slides

Trends, Tricks and Threats of Being Social

Dr. Anatoliy Gruzd, Associate Professor in the School of Information Management at the Faculty of Managment and the Faculty of Computer Science, Dalhousie University.     Abstract  /  Presentation Slides

Halifax Club, 1682 Hollis Street, Halifax

January 15, 2014

Governing in the Public Sector

Wednesday

Halifax Club

Dulcie McCallum, Review Officer 

The Nova Scotia Freedom of Information and Protection of Privacy Review Office

 

December 5, 2013

Confronting Fraud

Thursday

9:00am - 1:00pm

Halifax Club

Christmas lunch session -

 

The Performance Excellence Process & a Senator's comments:

Nova Scotia Senator Jane Cordy    &

 

Jane Washburn, Chief of Strategy Management for the Government of New Brunswick & responsible for developing the principles, methods and tools by which NB Government can enhance performance and results. (known as the Performance Excellence Process).

Presentation slides

 October 23, 2013

Transforming Finance as an Outcome of the Strategic and Operational Review:  An Opportunity Embraced

with Jamie Tibbetts, Assistant Deputy Minister and Chief Financial Officer, Health Canada

Mr. Tibbetts provided his unique insights into the challenges faced by a major federal department - Health Canada - in meeting the demands of the recent Strategic and Operational Review and how he translated this Review into an opportunity to lead his departmental Finance function through a wholesale transformation.  As part of this agenda, explained his current efforts to revolutionize Health Canada's transactional environment by creating a single, integrated shared services platform - beginning with procurement and ending with invoice payment (known as "Procure to Pay"). 

Presentation Slides

Halifax Club

September 26, 2013

DND in a Fiscally Constrained Environment 

Kevin Lindsey, ADM & CFO Department of National Defence

Nova Scotia Room, CFB Halifax

2012-2013 Events

May 29, 2013

What do turning Fifty, $2,000 hammers, motorcycles and Verdi have in common?

Presented by Bruce Manion, a former CFO in two large federal departments and now a Public Servant in Residence at Dalhousie University

Bruce provided an lively session on maintaining balance with the title 'What do turning fifty, $2,000 hammers, motorcycles and Verdi have in common?"  The free (lunch) sesion was followed by the chapter's annual meeting.

March 20, 2013

The Advantages of Corporate Credit Cards

Guy Bwith Guy Bilodeau, VP Sales, BMO Spend and Payment Solutions, Québec-Atlantic

Guy provided an overview of credit card solutions, identifying areas of advantage, problems that can be solved, and problems that can arise and discussed 10 best practices.

Presentation

 

January 16, 2013

Operating a Container Terminal in a Globally Competitive Environment

Ashley Dinning, CEO of Halterm Ltd.

For fhe first meeting of 2013, our Chapter was fortunate to have the CEO of Halterm Container Terminal Limited give a presentation on the design and role of the terminal. Ashley Dinning, originally from Australia, was assisted by Verne Dsouza, the manager of Commercial Services for Halterm. Ashley outlined the specifics of the Port of Halifax and the modern challenges of the global shipping industry. Prior to coming to Halifax, Ashley was a Chief Commercial Officer in the Port of Pipavav, India. Under his commercial leadership, Pipavav experienced more than 60 % growth at a time when the global container business, hit by world wide recession, shrank by more than 12 %. His view of the growth of Port of Halifax was balanced against competing Ports on the Atlantic, and the changes of the shipping industry.

December 5, 2012

Annual Christmas Lunch

Mark deJonge of Halifax, who representing Canada in Olympic kayaking single 200-meter event (K1 200m) to win the bronze medal for Canada at the London 2012 Games and the only medal in the region.  Mark shared his journy over his 15 years in the sport and his thoughts on the requirements for success.

Nova Scotia Minister of Finance, Maureen MacDonald presented information on the Province's economic situation and performance, providing members with an insight into plans to elminate the deficit, and answered questions from the floor.

October 18, 2012

Expenditure Management in the Government of Canada

Bill Matthews, Assistant Comptroller General of Canada, Financial Management and Analysis Sector, Office of the Comptroller General (OCG) of Canada

September 19, 2012

Fraud

Mike Hawkes, Canada School of Public Service

His presentation was a detailed description of an actual case that took place where he was employed; and how it affected the perception on the controls that are in place and the people that work within these systems. He stressed the point that fraud exists and that wrongdoing and criminal deception are not always of large dollar amounts; but are always wrong.

He listed 3 conditions that must exist for fraud to take place: 1. Disposition or need 2. Opportunity   3. Rationalization

Detection of fraud is usually discovered by: Tips, Accident or an Audit / Financial Review. He noted that the discovery is sometimes a combination of all three, but scrutiny and just being observant will usually uncover a fraudulent action.

Mr. Hawkes listed several points that can be used to detect fraud that include being aware, applying policies & procedures and conduct review and audits, actually check references and report suspected issues.

2011-2012  

June 6, 2012

Conversation with Business and Community Leader, Mike Savage

Mike Savage, former Member of Parliament and Halifax Mayoralty Candidate, spoke about some of his duties and community visits as the Member of Parliament for Dartmouth-Cole harbour and the differences, and similarities in the communities that he visited. He made specific references to the unique challenges presented by the Halifax Regional Community which included several downtown areas of the former cities and communities as well as the large University presence.

This workshop was followed by a brief annual meeting of the Chapter and a lunch prepared by the Halifax Club.

April 4, 2012

Best Practices in Performance Management and the Role/Value of Technology in Promoting a Performance Culture

Mike P. Haley is President and Founder of Landmark Decisions Inc., a Halifax-based niche consulting practice providing worldwide "performance alignment" consulting & facilitation, training, and implementation services to both public and private sector clients. For nearly 20 years, the prime focus of the company has been to supply guidance on the development of both strategic and operational plans and to build models which help organizations improve their business decision making capacity. Landmark also partners with leading technology vendors to help clients understand the value of enterprise-wide technology solutions for the support of performance and/or process and cost management.

Mike has worked with clients worldwide in the training, technology transfer and general application of performance management to the telecommunication, manufacturing, pharmaceutical, food processing, distribution, government and financial service industries. Private sector clients include Air Canada, Allstate, Kroger Foods, Maersk-Sealand, Pfizer, and the University of Sydney. Public sector clients include a wide variety of Federal, Provincial/State and Municipal Governments such as Fisheries & Oceans Canada, the Public Health Agency of Canada, Transport Canada, Treasury Board Secretariat, Ontario Ministry of Finance, City of Charleston, US Navy and various departments in the New Zealand Government.

February 1, 2012

A Parliamentary Budget Officer's Perspective on Canada's Fiscal Challenges

Kevin Page, Parliamentary Budget Officer, Government of Canada

Mr. Page, gave us a detailed and candid look inside the fiscal workings of Federal government at our February meeting. His humorous anecdotal remarks of the fiscal scrutiny that envelops the process were enlightening to the members.

December 7, 2011

Auditor Independence  /  Annual Christmas Lunch

Jacques Lapointe, Auditor General for the Province of Nova Scotia  at the Halifax Club

November 2, 2011

 

The Economy: Globally, Regionally and Locally

The Bank of Canada's Monetary Policy Report

David Amirault, Atlantic Canada Senior Representative, Bank of Canada, Research Department

Fred Morely, Executive Vice-president and Chief Economist with the Greater Halifax Partnership

September 28, 2011

Mature Risk Management in a Risk-averse World

Bruce Manion, FCMA, Executive Faculty Member, Canada School of the Public Service and past CFO and senior financial executive in a number of federal organizations (HRSDC, Canadian Heritage, National Defence)

Enterprise-wide and fully integrated risk management is one of the new battle cries for modern public sector management.  At all levels of the Canadian public sector, individual organizations and governments as a whole are grappling with how to make mature and fully integrated risk management a reality of their operations

But how does a traditionally risk-averse environment at all levels of the country's public sector lend itself to embracing this new approach to effectively identifying and managing risks as a key to continued organizational success?  How do modern public sector organizations go beyond simply putting ticks in the right boxes of the many elements of a good risk management regime and actually live and breathe good risk management tailored to their own circumstances?

2010-2011  

June 1, 2011

Leading in Turmoil - How to Lead in Difficult Times

The Halifax Chapter of the Financial Management Institute had a special membership appreciation event to close out the 2010-2011 professional development season.  Well known speaker and author Pam Mood provided an exciting and invigorating workshop on Leading in Turmoil.

Speaker: Pam Mood, Mood Consulting

We can each agree that times are difficult.  With these difficulties there is comfort in knowing that one thing is always certain:  BUDGET CUTS!  And because each of us is a leader in our own right, we have to know how to lead others through these difficult times.  This workshop will walk you through "How to lead in difficult times".  Anyone can lead when things are going great, but take away a budget and look out - it gets ugly!  How do you play your part in ensuring things run smoothly and that quality of service is not threatened?  Hang on, it'll be quite a ride, but well worth it!"

Dynamic, energetic and humorous, Pam Mood's "tell- it-like-it-is" approach has made her a much sought-after workshop facilitator and motivational speaker!  Pam has the wonderful ability to connect with audiences and firmly believes that laugher and honesty break down walls, allowing much-needed information into our lives.

CEO of Mood Coaching & Consulting, Pam has traveled throughout Canada and the U.S. delivering hundreds of workshops with outstanding results.  Pam's messages are invariably catalysts for the positive changes we've been seeking in our lives.

Following the workshop, the Halifax Chapter held its Annual General Meeting.

February 7, 2011

Canada Games

2011_Canada _Games _1Chris Morrisey, Chief Executive Officer of the 2011 Canada Winter Games

Mr. Morrisey is the driving force behind the Games management team and is responsible for the overall planning, organization and staging of the 2011 Games, in accordance with the objectives, policies and plans approved by the Board of Directors.

He will spoke about the Games in general, and from a financial perspective and also discussed the legacy of infrastructure.
December 10, 2010

Challenges in Advancing Transportation Safety
& Christmas Luncheon

Presentation to FMI Halifax Chapter by Jean LaPorte, FCGA, Chief Operating Officer, Transportation Safety Board of Canada.
 
We were prepared for an interesting and unique presentation by Jean, we were in fact treated to 3 presentations by the many faceted personalities of Tom the investigator, Sam the Board member and Bob the representative from Treasury Board.

Tom led us through the challenges of 3 phases of an investigation being: the Field portion which involves the initial assessment of the Investigation; the Analysis which can involve Laboratory work, Tests, and Research to reconstruct the chain of events leading to accident; and the Report production which, for quality assurance, is reviewed by the board within a specified deadline.

Sam then addressed the audience to describe how the cost of the inconvenience to the public must be weighed against the cost of life and safety. over a 20 year period there have been 539 recommendations by the Board and 67% have been implemented fully satisfactorily. Sam went on to describe the various areas of transportation that in being reviewed including Fishing vessel safety, Passenger ferries with increasing number of passengers, Trains which are increasing in length to improve efficiencies, Airport congestion as a result of increased air travel, and safety management systems in general.

Bob (the Alien) from Treasury Board was the last of the presenters. He helped to outline the occasional conflicting policies between the two agencies, including Financial reporting strategies, Resource Management issues and Strategic Reviews. Bob also outlined some possible remedies to the areas of concern.

Jean (in his Triumvirate role) discussed how the Transportation Safety Board reacted to unforeseen last minute, near year end crises and other compliance issues and challenges.

The Chapter President, Stu Jamieson, thanked the speakers, noting that he only had one token of appreciation for all four presenters.

Jean is currently the Chief Operating Officer at the Transportation Safety Board of Canada. He is the most senior official responsible for running this federal government agency which conducts independent accident investigations into selected accidents and incidents in the marine, rail, air and pipeline modes of transportation. Prior to being appointed as COO, Jean worked a total of 25 years in a variety of positions with progressively more responsibilities, including the Chief Financial Officer position which he occupied for a period of 9 years.

Dec _8_smaller _012   Dec _8_smaller _006__2_
December 8th, 2010 - Jean Laporte of the
Transporation Safety Board
November 3, 2010

Managing in a Deficit Environment: Proven Approaches to Cost Reduction

Breakfast Workshop

In these times of unprecedented fiscal challenges, all public sector organizations are being challenged to reduce their operating budgets. Where do you begin? What has worked elsewhere?

Using test cases from the United Kingdom and the USA regarding efforts to reduce the gap between revenues and expenditures. It was further noted that in Canada during 2009 nine out of ten provinces ran fiscal deficits and these same nine provinces forecasted deficits for 2010.

Outlined the options in addressing a fiscal Deficit: Increase taxes; Grow Economy; Reduce Costs.

This was not just an historical review, as the team also offered a framework for identifying cost reduction opportunities. The steps in this framework included Efficiency, Changing model, Policy Choices and Exit/Divestiture. Within each of these categories examples were given as to which process would best address the concern.

Shared services experiences within Canada, by province were examined including the methodology used to determine the appropriate strategy and implementation schedule.

Political will is always a driving force in these decisions.

Presenters:
Paula Gallagher, Deloitte's Partner responsible for the public sector practice in Atlantic Canada.

Jonathan Hopkins, a Senior Manager in Deloitte's public sector practice in Ottawa who focuses on cost reduction.

Rob Barton, a Manager in Deloitte's public sector practice with a focus on financial management. Rob was part of the Deloitte team that completed the financial assessment on the Province of Nova Scotia in 2009.

Additional Deloitte resources as noted during the session:

September 29, 2010

Government 2.0: The Intersection of Technology, Public Policy and Political Aspirations

Omar Rashid, Director of Municipal Government Security, Microsoft Canada

Mr. Rashid, who has over 15 years experience with Microsoft, began his presentation by outlining the expectations of local citizens. We are currently dealing with a significant portion of the population who are very knowledgeable of computers and therefore have an expectation for an immediate response to emergences. There is also in ever increasing demand for public access to information and open government. The downside of this expectation is that mistakes in the public realm become global info quickly. One example cited was videos that appear on YouTube before the government of other public office even has an opportunity to investigate of respond. Attempts to restrict this activity are fraught with problems. How does one respect privacy concerns in a digital society? Counter concerns over terrorism and criminal activity also impact on the dilemma of what should be public. Most legislation concerning this subject was written over 20 years ago and is therefore out of touch with contemporary concerns. This quickly translates into a public relations issue with Public Trust as its focus.

The Chapter Vice President thanked Mr. Rashid, indicating the improvements in web access to public transportation routes and schedules as a benefit of the digital info age.

April 15, 2010

Auditor General Presentation

FMI_AGs 1_for _websiteSpeakers:

  • Jacques LaPointe, CA, Auditor General for Nova Scotia,
  • Kevin Potter, Halifax Office of the Auditor General for Canada, and
  • Larry Munroe, Auditor General for HRM

Click here for a summary of the event:  

FMI_Apr 2010_002_for _web

January 20, 2010

Competency Based Professional Development

Morning Session

Speaker: Norma Hubley, CA, Senior Director - Transformation Management, Capacity Building and Community Development Sector - Office of the Comptroller, Treasury Board of Canada, Secretariat

"Competencies, we all hear about them, but has anything been done with competencies in the real word? The Office of the Comptroller General (OCG) of Canada has developed a professional development apprenticeship program based entirely on competencies. After receiving approval as a non-traditional office for Chartered Accountant students, the OCG used competencies for all aspects of the program, from recruitment to promotion.

Using lessons learned from this program, the OCG will be introducing more competency based learning opportunities within their ranks, particularly for CGA and CMA students to facilitate their learning process."

Speaker: Janet Briggs, Sr. Advisor - Workplace Initiatives - Nova Scotia Department of Finance

"Senior financial executives across Government of Nova Scotia, have recognized the strategic need for a sustainable, highly skilled Financial Community within government. Recruiting and retaining our most valuable resource, skilled human resources, is becoming increasingly competitive.

To position the NS Government at the leading edge senior financial executives are implementing a new initiative referred to as the "HR Strategy for the Financial Community." Through this strategic initiative, specific competencies have been identified for the government's Financial Community which will carefully develop its existing talent and ensure a balanced approach to future recruitment. These competencies are an integral part of the Financial Community's human resource processes, including career planning, training and development and recruitment."

Writeup:  

December 2, 2009

Christmas Lunch

with Minister of Finance for Nova Scotia, Graham Steele.

October 8, 2009

Leadership Development

Becoming a Tri-athlete in Leadership - results of the new Leadership Development Program for Chiefs of Audit Executives.

Speaker: Monique Clairoux, Senior Director of the Internal Audit Capacity Building and Community Development Sector at the Office of the Comptroller General, Treasury Board of Canada.

Monique spoke on the successes of Internal audit in the financial community, but also addressed the challenges of a project without a champion. She indicated that she accepted the challenges of building and strengthening the Internal Audit function on the conditions of: a Clear mandate; a Champion for the project and proper and adequate funding.  The 2006 Accountability Act focused assurance and responsibility with the Deputy Minister for budgetary and fiscal matters, and presented a sound reporting relationship and a proper risk analysis leading to assurance of action. This led to advice and independence of the Internal Audit function by allowing the Deputy minister to make the decision and the ADM deliver, allowing the Minister to remain political.  Monique closed with a reminder that we must know and understand the audience with ongoing engagement and communication; to build relationships with trust and train beyond your level of mastery.

Speaker: Debbie Thomas, Senior Learning & Development Consultant, Nova Scotia Public Service Commission spoke about Leadership Competencies as the Development Core for the NS Public Service and Impact of Leadership on Organizational Performance.

Debbie indicated that this need must be driven by a business strategy that is  values based, and integrated in the Human Resource Plan. She presented the 8 profiles that address the question of what excellence inn leadership looks like. The key, she stressed, was clarity in terms of expectations, and team commitment.

 2009-2010  
2008-2009 Events
January 15, 2009 

Accountability from the Perspective of the Comptroller General

Comptroller General Rod Monette presented his views of the cycles in accoutability and the role of financial managers in ensuring appropriate and intelligent financial control, especially in those times when systems cannot be let to run themselves on autopilot.

Changing Canadian GAAP - International Financial Reporting Standards (IFRS)

Ian Hague, Principal, AcSB & Chair of the AcSB IFRS Advisory Committee presented timelines, application, and areas of most significant change, with the adoption of IFRS for publicly accountable business enterprises, government business entrerprises, and government business type organizations.

October 29, 2008 

Monetary Policies and Atlantic Canada

David Amirault, Senior Representative with the Bank of Canada, provided an analysis of current monetary policy and the implications for Atlantic Canada.

Roy Spence, Director - Borrowing Program and Debt Management, NS Dept of Finance addressed the implications of interest rates on the Provincial Debt portfolio.

September 17, 2008

Demographics in the Public Sector-Financial and Workplace Impacts

An interesting and open discussion of population projections and implications especially within Nova Scotia.  Audit Services Canada's approach to hiring and strategy for attracting and retaining good employees in the face of strong competition.  The planned FORD/IARD speaker was not able to attend at this time.

Speakers:

  • André Auger, CEO, Audit Services Canada
  • Christina Jones, Economics, Economics & Statistics Division, Nova Scotia Department of Finance
  • Shirley Hazen, Senior Policy Analyst, Long-term Planning Initiative, Nova Scotia Department of Finance
  • Angela Poirier, Senior Project Manager, Long-term Planning Initiative, Nova Scotia Department of Finance
2007-2008 Events
May 21, 2008 

Nova Scotia's 2008 Provincial Budget

A review of the budget and implications.

Nova Scotia Budget 2008

February 20, 2008 

Future Outlook - Economic Development 

Halifax and Regionally

An overview of outlook and development plans for the Halifax Regional Municipality, plans and opportunities for the Atlantic Gateway project, and the Province's Sustainable Development strategy.

Speakers:

  • Jim Donovan, Manager of Economic Development, Halifax Regional Municipality - Economic Development in the Halifax Regional Municipality. 
  • Jim Frost, BA, MA, MBA, president of MariNova Consulting Ltd. - The Atlantic Gateway
  • Chris Bryant, BA, MAT, MPA(M), Director of  Decision Support in the Nova Scotia Department of Economic Development - Economic Development for the region
Presentations:
December 12, 2007 

CFO Model in Government and CFO Certification of Financial Statements

The session was followed by our 7th Annual Christmas Social.

Speakers:

  • Bill Matthews, A/Executive Director, Government Accounting and Policy, Office of the Comptroller General
  • Nancy Rector, Partner, Deloitte Touche LLP, Ottawa
  • Tyler Held, Senior Manager, Deloitte Touche LLP, Halifax
Presentations:
October 17, 2007 

Governing in the Public Sector

The Chapter held a second Professional Development Workshop with Speaker Jeannine Lagasse of the Nova Scotia Treasury & Policy Board. Twenty-one people were present for an informative presentation.

September 19, 2007

Confronting Fraud

The Halifax Chapter of the Financial Management Institute held the first Professional Development Workshop of 2007-2008 on this popular topic. This session was presented at all four Atlantic Chapters during September and October and was sponsored by BMO Financial Group. There were four presenters during this full day session. Gary Moulton, CA-IFA, Partner, Forensic and Dispute Services, Deloitte & Touche, Toronto presented on "Confronting Fraud and Unethical Behaviour in Government." Monique LeBlanc, FICA from the Bank of Canada presented on "Counterfeit Bank Notes." Maureen Woodrow, MBA from TD Commercial Banking presented on "Cheque Fraud" and Inspector Eric Mattson from the RCMP Commercial Crime Unit presented on "Corruption and Fraud Against the Government." The session was well attended with 41 people present.

Presentations: