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

Victoria Chapter

Past Events

2017 - 2018

September 20, 2017
8:00 am -11:00 am




Harbour Towers 
Hotel & Suites

345 Quebec Street
Victoria, BC

PD Breakfast Event

Leadership in the Public Sector

Please join us as Lori Wanamaker, Deputy Minister at the BC Ministry of Finance, discusses Leadership in the Public Sector. Lori has held multiple leadership roles in the BC Public Sector representing a diverse portfolio of responsibilities and will be sharing her thoughts and insights. Our keynote speaker will  be  followed  by  a  panel discussion with other Public Sector leaders, coaches and trainers.

Lori Wanamaker, Deputy Minister, BC Minstry of Finance

Panel Discussion Featuring:

  1. Pat Johnson, Pat Johnson & Associates; Speaker, Coach and Trainer
  2. Marilyn Taylor, Professor, Leadership Studies, Royal Roads University
  3. Additional panellist TBD

L WanamakerA long-time public servant, Lori Wanamaker comes to Finance from the Ministry of Children and Family Development, where she was the Deputy Minister. In this role, Lori had responsibility for child protection, services for children and youth with mental health or special needs, childcare programs, and developing strategies to address the overrepresentation of aboriginal children and youth in care.

From 2010 to 2016, Lori was the Deputy Minister of Justice and the Deputy Solicitor General with responsibility for corrections, policing, victims' services, road safety, liquor, gaming and justice reform. She also served as the Chair for the BC Justice and Public Safety Council.

Prior to this appointment, Lori was:

  • Deputy Minister of Tourism, Culture and the Arts, and Chief Executive Officer for Tourism BC (2009-2010);
  • Deputy Minister of Labour and Citizens' Services (2006-2009), with responsibility for government's shared services, including accommodation and real estate, workplace technology, purchasing and procurement, Service BC, and the Office of the Chief Information Officer; and
  • Associate Deputy Minister of Housing (2005-2006), with accountability for housing and homelessness policy and programs, building and safety policy, and residential tenancy.

Lori's career with the Province of British Columbia began in 1990 at the Office of the Auditor General. She subsequently held several senior positions within the Ministry of Municipal Affairs (1993-2001), including her appointment to Assistant Deputy Minister of Corporate Services in 1998. From 2001-2005, Lori served as an Assistant Deputy Minister for several different portfolios within the Ministry of Community, Aboriginal and Women's Services.

In June 2014, Lori was awarded the Lieutenant Governor's Silver Medal for Excellence in Public Administration. She was also selected as one of Canada's Most Powerful Women: Top 100 in 2013. The Institute of Chartered Accountants of British Columbia honoured Lori by bestowing a Fellowship upon her in 2011. This FCA designation recognizes the service that she has provided to the profession and distinction in her career.

2016 - 2017

May 24-25, 2017

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Hotel Grand Pacific
463 Belleville Street
Victoria BC

2017 Joint CPA FMI Professional Development Workshop

Hosted by the FMI Victoria Chapter and the CPA BC Victoria/Southern Vancouver Island Chapter

Beyond the Crash: Waiting for the Upswing?
Managing Uncertainty in Uncertain Times

The Victoria chapters of the Chartered Professional Accountants and the Financial Management Institute of Canada invite you to the 17th Annual Joint Professional Development Workshop. This year's theme is "Beyond the Crash: Waiting for the Upswing? Managing Uncertainty in Uncertain Times".

Everyone was impacted by the Market Crash in 2008. And everyone has been waiting for the economy to recover. With interest rates at all time lows, stagnant growth and an inability to use monetary policy to kick start the recovery without creating uncontrollable inflation, people are wondering - What's next?

How can we recover or is it even possible to recover? What is the role of government in that recovery? Topics for presentation and discussion include balancing the economy and environment, trade, alternative revenue sources, emerging technology plus sessions on leadership, coaching and everyone's favourite, accounting!!

Wednesday, May 24th - sponsored by Deloitte

  • Key Note: Lisa Helps, Mayor of Victoria
  • Peter Guo, B.C. Leader, Enterprise Risk Services, MNP - To the barricades! Here come the auditors!
  • Martha Thomas, Manager, bcIMC Internal Audit - Communicating with Impact: Building Trust with Considerate Communication
  • Charles Lammam, Fraser Institute - New Challenges to Economic Growth Prospects
  • Miroslava Kubikova, Project Director, Partnerships BC - PPP Overview and Current Developments
  • Marnie Mayhew, Director Performance Branch BC PSA and David Christopher, Manager BC PSA - Resilience and Results Through Coaching
  • Grant Abrams, Financial Transformation Leader, Deloitte - The Future of Finance
  • Workshop Networking Social Event at the Guild (4:30 - 7 :00 pm) - sponsored by MNP

Thursday, May 25th
- sponsored by KPMG

  • Key Note: Sadaf Mirza, BC Chief Economist
  • Johann Kuntze, bcIMC Senior Economic & Investment Analyst  
  • Panel Discussion - TRADE: Sadaf Mirza, Johann Kuntze, James Hammond and Arn van Iersel
  • Rueben Bronee, Executive Director, Policy, Innovation and Engagement, BC PSA - Public Service Innovation: The Context for Change
  • Anindya Sen, Director of the Master of Public Service, University of Waterloo - Blueprint on Federal and Provincial Marijuana Tax Policy
  • Tony Hamer, Partner KPMG - Effective Approaches to Alternative Service Delivery in the Public Sector
  • Carol Bellringer, Auditor General - How the Accounting Profession has Responded to the 2008 Market Crash

September 28, 2016
8:00 am -11:00 am

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Parkside Hotel & Spa
810 Humboldt Street
Victoria, BC


PD Breakfast Event

The Future of Finance

We've all heard about BitCoin its potential as both a disruptor and an innovator in the financial industry. BitCoin is just one of many initiatives shaking up Financial Technology, also known as Fin Tech, one of the most rapidly growing sectors of the IT industry.   Fin Tech focuses on using technology and innovation to transform the financial industry including how it operates, provides services and handles payments.  Many startups are having success in this space displacing the large companies who have dominated financial services for decades. Please join our Presenter and panelists as we discuss how Fin Tech is changing the landscape of the finance industry and what tomorrow could look like.

Presenter and Panelist:

Chris Kiode, Senior Advisor, BeanStream (Bambora)

Koide is Senior Advisor and VP of Financial Services for Beanstream, a Bambora Company. With over thirty years of payments experience, Chris brings a wealth of knowledge to the industry. Chris is a co-founder of Beanstream, is passionate about all things FinTech and helps businesses reach their full potential through powerful payment solutions.

Panel Discussion Featuring:

Kevin MacMillen, Executive Director, Banking and Cash Management Branch, BC Government Provincial Treasury

Kevin MacMillen's career in Banking began in Edmonton in 1986 with Canadian Western Bank, after his graduation from the University of Alberta. His experience with that organization includes stints in retail banking, heavy equipment financing, marketing, general commercial banking and real estate financing. Prior to his departure from the industry in 2008 he was Assistant Vice President with responsibility of a large commercial branch in Edmonton.

Kevin transitioned his career into private business for two years before joining the Province of Alberta in their Treasury Board and Finance ministry as Director of Banking. In that role he worked on numerous projects and initiatives aimed at modernizing government revenue and payment processes. In 2015 Kevin and his family pulled up stakes in Edmonton and moved to Victoria to join the Province of BC. As Executive Director of Banking and Cash Management with the Ministry of Finance, Kevin has overall responsibility to deliver banking, payment and working capital management for the Province.

Nancy McNeill, SVP Operations and Business Process Design at Coast Capital Savings

Nancy McNeill is a Senior Vice President who identifies corporate efficiencies and ensures operational guidelines are met within Coast Capital Savings. She has more than 30 years of experience in the financial services industry. Nancy is a member of the National Canadian ATM Exchange Network Board, the Cooperative Electronic Development Board, the Provincial Governance Committee, and an alternate member of the Interac Board. She serves on numerous advisory groups for Central 1 Credit Union.

Aashish Jain, Senior Manager, Digital Integration Technology, Deloitte

Aashish Jain is a Senior Manager in Deloitte's Digital Integration Technology practice with a focus on the Financial Services industry.  Aashish has over 13 years of experience delivering large, complex financial solutions across multiple lines of business.  In his current role, Aashish helps financial services organizations better meet their customer expectations by applying Fintech innovations and practices. This includes the optimization of operational efficiencies and the simplification of regulatory burdens. Aashish work with modern technologies such as Analytics, Big Data and Robot Process Automation to solve problems like the Single Customer View challenge or to simplify back office processes. Aashish holds a Bachelor of Science in Computing Science from Simon Fraser University and an MBA from the Schulich School of Business, York University.

September 28, 2016
8:00 am -11:00 am

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Parkside Hotel & Spa
810 Humboldt Street
Victoria, BC


Presentation Button

AGM & Finance PD Breakfast Event

No $mall Change!

You've been there before. Trying to move your team through a transition that's promised to be "seamless", won't impact day-to-day business operations, and guarantees "Cheaper! Better! Faster!" outcomes for the public. Then, why so much resistance? How will you identify risk and avoid common tripwires? And, what can you do as a leader to decrease the line-ups outside your office and address pressures from above? "No $mall Change" suggests all transitions have complexity-AND the opportunity to proactively maximize key investments. This session supports you in your key role as a finance professional as you help convert change into cash and capability for your organization. 

Keynote Presenter

B Mc Phee

Bev McPhee, MBA, Organizational Strategy & Transformation Advisor, Associate Faculty Member, Royal Roads University

Bev is an instructor at both Royal Roads University and at UVic, where she teaches courses in organizational communications, intercultural communications, consulting methodologies and organizational behaviour. A keen advocate of emerging technologies, Bev has sat on various technology councils and boards. She was nominated for the YWCA Woman of Distinction Award for her work in the field of communications, and received the Chancellor's award upon graduating with her MBA.

With more than 15 years' experience in management consulting and executive leadership roles, Bev's client list spans diverse sectors including  IT services, energy/utilities/mining, manufacturing, transportation, natural resources, health, education and social services. A popular keynote speaker, she has been widely recognized for her contributions in the fields of leadership, technology and innovation, change management, culture, communications and organizational development.


R ByersRob Byers, Executive Lead - CIO, Information Services Division

Rob has been with the Provincial government since 1992 and with Information Services Division (ISD) since February 2014. As the Executive Lead for ISD, he is responsible for the delivery of strategic and operational information management and information technology services across the social sector. The division is a shared resource that supports the Ministries of Social Development and Social Innovation (SDSI) and Children and Family Development (MCFD).

Rob provides leadership to three diverse teams who work in the background to keep the more than 100 applications up and running. ISD's day-to-day objective is to assist both ministries in achieving and exceeding the goals set out in their strategic plans, including change management actives related to critical systems. The division provides direct support and advice with desktop support, resource planning and information and technology management.

Prior to becoming the Executive Lead, Rob played an essential change management role, managing the business alignment function within the final phase of the Integrated Case Management project. This long term, phased project consolidated several existing operating systems into a single updated system functioning across the Ministries of Social Development and Social Innovation and Child and Family Development.

K HarropKieran Harrop , MBA, PMP, ITIL, Partner and Director of Consulting Services at CGI

Kieran is a Partner and Director of Consulting Services at CGI with over 23 years of business and organizational change leadership experience. His expertise is in facilitating organizational transformation and public service reform. His specialties include Organizational Change Management, Business Consulting, High Performance Coaching and Team Building.

Kieran's passion is to inspire engaged and sustainable workplaces and highly effective teams through business evolution and to create space for innovative change and extraordinarily productive and purposeful organizations).

M HuttonMarina Hutton, Senior Change Management Advisor, BC Pension Corp.

Marina is fascinated by the complexity of people, systems and social change. These curiosities have led her to travel, work, study and volunteer in 17 countries across six continents. She has witnessed the complexity of change from a cross-cultural perspective by observing United Nations negotiations as an NGO delegate at the UN Earth Summit in Brazil, volunteering in socio-economic development in Vietnam, and interning with the UN Environment Programme in DC.  She deepened her understanding of organizational systems and change by studying business in Canada and Morocco. Following this, she lived in India for 5 months studying philosophy and exploring internal change.  Marina currently works in the change management field, where she has focused on business transformation projects in the BC Public Service's Natural Resource Sector and BC Pension Corporation (current).

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