Sessions

We are proud to showcase high-caliber speakers focusing on a number of different technical and soft skill competencies.

Wednesday, June 7

Opening Keynote
Creating Cultures of Leadership and the Power of “Lollipop Moments”
Speaker: Drew Dudley
Time: 8:30 am – 9:30 am

“How many of you are completely comfortable with calling yourself a leader?” What would happen if you asked that at your next team meeting? What percentage of hands do you think would be raised? Leadership speaker Drew Dudley has asked that question to hundreds of thousands of people around the world, and he’s yet to find an organization where the majority of employees are willing to call themselves leaders. That’s a problem—and this keynote aims to help solve it.

We often evaluate leadership over periods of time: a fiscal quarter, a year, even an entire career. Dudley argues that the most impactful leaders and the most successful organizations evaluate leadership differently. They focus on “everyday leadership” and ensure that it’s fostered, acknowledged, and rewarded. To Dudley, this means creating a process to create more “lollipop moments.” Don’t be fooled by the name; “lollipop moments” represent moments of powerful impact and growth, and can be transformative at every level of an organization.

A born storyteller with infectious energy, Dudley shares practical insights on how successful leaders create cultures of leadership in their own lives and within their organizations. Featuring examples that originate everywhere from small-town Canada to the deserts of Qatar, and characters who range from janitors to CEOs, this presentation will make you laugh, think, and reconsider the ways you evaluate leadership in your life and workplace. The world needs more great leaders, let’s create some together.

Concurrent Sessions
Building Leaders and Breaking Down Silos
Speaker: Drew Dudley
Time: 10:00 am – 11:30 am
Your organization has smart, dedicated, and talented people. So why does it sometimes struggle to get everyone working together effectively? Silos develop when people fear that working as part of a collective will stand in the way of reaching personal goals and living their core values. As a result, they stick to people with the same values, and avoid engagement where their values might be compromised. This can lead to cliques, turf wars, interpersonal conflict, and of course, lower productivity and satisfaction.

The problem in many organizations is that those within them only discover (or really, guess at) the key values of their teammates when a conflict arises or when a teammate does something they don’t like. In this session, leadership speaker Drew Dudley provides a step-by-step process that organizations can use to help team members understand their own values and those of their colleagues, as well as embed four key values necessary for collaboration in every organizational culture.

Strategic Financing
Speaker: Blair Cook, CPA, CA, MBA
Time: 10:00 am – 11:30 am
The need for capital is ever-present in all businesses and even when it’s not a pressing issue, there is always the opportunity to optimize capital structure. Sources of financing are vast and complex because it’s an ever-changing landscape. Accessing different sources of financing depends on the business lifecycle, the strength of the company, and the macro-economic conditions. When your traditional line of credit isn’t available, where else can you go to get the capital you need to execute your business plan?

In this session, we will look at identifying, sourcing, and executing strategic financing to achieve owner and corporate objectives. We will survey current lending conditions, but also look more closely at alternative sources of financing including asset based lending facilities, mezzanine facilities, hybrid instruments, and different types of equity investments.

Clutter to Clarity: Where on the Spectrum Are Your Private Enterprise Financial Statements?
Speaker: Bridget Noonan, CPA, CA
Time: 10:00 am – 11:30 am
Standards setters, regulators and professional bodies have given significant attention to the need to provide useful information that is understandable in the arena for public enterprises, but the discussion is not as prevalent for private enterprises. Producing financial statements that are not overly complex and provide a level of general understandability, while meeting standards for private enterprises, cannot be done through the use of template notes and disclosure checklists.

Boilerplate solutions for specific situations that have substantially different impacts on various entities need to be reconsidered. This session will look at a few areas where disclosures can be improved to provide understandable information in a move away from clutter and towards clarity.

Strategic IT Management for the Non-IT Manager
Speaker: Glenn DeRoy
Time: 10:00 am – 11:30 am
Information technology and information management is prevalent in the operations of any business today, whether private or public sector. It should be viewed as a strategic enabler as opposed to a cost center, and must be managed from that perspective also. This session will provide an overview of the major components of an effective IMT organization, and key considerations for the management of the IMT function within the broader business context.

Session topics will include:

  • IMT Foundations
    • Elements/components of IMT (e.g. Infrastructure, Applications, Data)
    • Service Delivery (What does a mature IMT organization look like)
  • The Investment Life-cycle of IMT (including how business cases should be leveraged and considerations for measuring ROI)
  • IMT Strategic Planning and the IMT Roadmap
  • IMT Governance
  • Major trends and challenges in IMT (e.g. Security, Cloud-based software as a service, the Internet of Things)

Luncheon Keynote
Building Manitoba: Creating a Culture of Never Ending Innovation
Speaker: Michael Legary
Time: 12:00 pm – 1:30 pm
How much is the long-term success of your organization reliant on innovation? How about to the success of our province? If you don’t have an immediate answer, then you are not alone. Research finds that at least 85% of organizations don’t know how to innovate effectively and Canada ranks behind many leading countries and scores a “C” when compared to innovation efforts abroad. Join us, and hear innovation expert Michael Legary share his experiences on growing businesses in Manitoba and internationally. Learn about the critical elements in our community that must be fostered to improve our competitive stance in the global marketplace. Let’s create a culture of never ending innovation together.

Concurrent Sessions
Exploring the Multi-Generational Workplace Panel
Moderator: Angela Chambers, FCPA, FCMA
Panelists: Candace Hodgins, CPA, CA; Mary Jane Loustel, CPA, CA; Colin MacLean, CPA, CA; Manny Schulz, FCPA, FCMA
Time: 2:00 pm – 3:30 pm
This panel session, featuring five CPA members will explore three broad topics as they relate to the multi-generational workplace:

  • How our panelists view their work-life balance and what that means to them
  • Leadership, including communication style
  • Team building, including coaching and motivation

Being the Credible Financial Executive
Speaker: Blair Cook, CPA, CA, MBA
Time: 2:00 pm – 3:30 pm
Credibility is key in a financial executive’s role and in this session, Blair Cook will discuss ideas on how one can develop and maintain credibility. The session will explore how to assess the maturity level of the finance function, how to achieve credibility with your employees and peers, as well as how to achieve process and systems credibility.

Income Tax Update
Speaker: Brian Anderson, CPA, CA
Time: 2:00 pm – 3:30 pm
This session will explore the following:

  • New small business rules
  • New intangible rules
  • Capital gains versus dividends
  • CRA hot topics
  • 2017 Federal/Manitoba budget – where are we headed?

Navigating the Murky Waters of Mental Health Issues in the Workplace
Speaker: Adrian Frost, LLB
Time: 2:00 pm – 3:30 pm
Mental illness affects individuals in multiple ways, and those affected by mental illness often have implications on their employment-related duties and responsibilities. As a result, employers are frequently faced with issues in the workplace that are or may be connected to an employee’s mental health, including impacts upon an employee’s performance, conduct (or misconduct) and attendance. This presentation will review how those issues in the workplace can and frequently do arise, and the legal obligations imposed upon employers when they do. Strategies for detecting issues and dealing with them to avoid significant liabilities will be addressed, with references to case law addressing these scenarios.


 

Thursday, June 8

Opening Keynote
Fuelling Success – On and Off the Field
Speaker: Milt Stegall
Time: 8:30 am – 9:30 am
Join Milt as he explores his path to success in both his career in the CFL and as a TSN Analyst.

Concurrent Sessions
Strategic Succession Planning Within the Workplace
Speaker: Val Monk
Time: 10:00 am – 11:30 am
Succession planning enables a company to place the right person in the right job, within an appropriate planning process. Succession planning can also mark a step in organizational change which opens opportunity for people to develop a career, not just a job. Intentional succession planning is a recognized method for increasing retention and strengthening your recruitment process. You want to be able to position the right person for a job, not just any available individual.

How can you do that? Be intentional about planning, identifying, integrating best practices and committing to a process that will grow the high potential people in your organization. Succession planning is an ongoing process that combines identifying, guiding and developing future individuals and reviewing your strategic plan, forecasting and creating a structured plan to replace leaders as they retire or depart from your organization.

In this session, you will learn more about the details related to internal succession planning and develop more confidence about the future of your team and business potential.

Using Business Models to Describe, Design and Change Business Strategy
Speaker: Michael Lachapelle
Time: 10:00 am – 11:30 am
Organizations are faced with many challenges when it is time to understand and to adopt a new strategy. Having a shared way to talk about the business and a common understanding of how business works will facilitate the discussion. The Business Model Generation methodology and the Business Model Canvas have been adopted by business schools, private corporations, not-for-profit organizations and professional associations.

In this session, Michael Lachapelle will guide you through the Business Model Canvas with insights and examples from real-world cases.

Fraud Awareness & Prevention
Speaker: Blair Cook, CPA, CA, MBA
Time: 10:00 am – 11:30 am
In this session, Blair Cook will provide a survey of recent fraud statistics, which tend to shock most, followed by an exploration of best practices to address fraud risk. Topics include fraud psychology and the profile of fraudsters, fraud schemes, fraud detection and prevention techniques and professional skepticism.

Increasing Mindfulness
Speaker: Monique Levesque-Pharoah
Time: 10:00 am – 11:30 am
Mindfulness is a term that is frequently used but rarely defined. People often confuse the concept of mindfulness with the idea that one should “stop and smell the roses.” However, if you found yourself with your nose stuck deep into a flower in a field where an angry bull was bearing down on you, this would be the exact opposite of being mindful. Put simply, mindfulness is a state of mind where you are fully conscious and engaged in the present moment with the demands of the present moment.

This session looks at increasing productivity by avoiding distractions, being fully present and using techniques aimed at keeping you focused. This improved perspective will enhance your personal and professional success.

In this session we will:

  • Define mindfulness
  • Develop techniques to make oneself more attuned to the present moment
  • Understand the value and utility of one’s emotions
  • Learn how to cultivate genuine positive emotions
  • Become more fully present in social interactions

Luncheon Keynote
2017 TMT Predictions
Speaker: Duncan Stewart, CFA
Time: 12:00 pm – 1:30 pm
Duncan Stewart, Director of Technology, Media and Telecommunications Research for Deloitte Canada and co-author of the 16th edition of Predictions for the Technology, Media and Telecommunications (TMT) sectors annual report will deliver this session on the 2017 TMT Predictions.

Stewart will cover ten topics that are not just important for tech companies, but for executives in every industry. He’ll cover the implications of next generation 5G wireless technology, machine learning, cloud computing, self-driving cars, biometrics, the future of advertising, and even offer some sneak peeks at possible topics for 2018! Let’s learn about the future, together.

Concurrent Sessions
The 5 Languages of Appreciation in the Workplace
Speaker: Monique Levesque-Pharoah
Time: 1:45 pm – 3:15 pm
At work, people express and receive appreciation in different ways. If you try to express appreciation in ways that aren’t meaningful to your co-workers, they may not feel valued at all. Considering ‘not feeling valued’ is one of the top reasons employees change jobs, showing appreciation effectively is key to employee retention.

This session, based on the #1 New York Times best seller, The 5 Love Languages by Dr. Chapman and Dr. White will help you start your journey to:

  • Understanding the different languages of appreciation
  • Expressing genuine appreciation to co-workers and staff — even on a tight budget
  • Increasing loyalty with the employees and volunteers in your organization
  • Reducing cynicism and creating a more positive work environment

Developing Insight and Designing Value Propositions That Matter
Speaker: Michael Lachapelle
Time: 1:45 pm – 3:15 pm
A significant challenge these days is to create and maintain a genuine connection with your customers, staying focused, understanding and serving their needs. The term you use may be specific to your context – customers, clients, users, members, or consumers, but each of these terms refer to a target for whom you create value; thus they are synonymous.

In this session, Michael Lachapelle will consider the shift in understanding from customer characteristics to their motivations. Key to this is the job-to-be-done approach of outcome driven innovation. He will introduce the value proposition canvas as a tool to profile customers and to design offers that matter to your customers. The core of this perspective is to understand the jobs your customers have to complete or the problems they have to solve. By understanding the outcomes they wish to have (gains) and the barriers to getting the jobs done or problems solved (pains), one can design a solution or an offer of products and services that will achieve ‘market fit’.

Hiring, Paying and Incenting – Creative Compensation
Speakers: Robin Kersey, LLB & Gabrielle Jabs, CPA, CA
Time: 1:45 pm – 3:15 pm
This session will consider and provide suggestions and advice with respect to all aspects of compensation, including:

  • Types of incentive compensation plans, including a variety of executive plans
  • Tax treatment, including consideration of timing issues, for both employers and employees
  • Accounting treatment
  • Legal considerations (and their accounting impact) when structuring compensation plans

Tech Storm
Speaker: Duncan Stewart, CFA
Time: 1:45 pm – 3:15 pm
In this special and intimate session, attendees will be encouraged to try to “stump the expert!” Ask Duncan Stewart anything about any technology in a rapid fire Q&A session where no future topic is off the table. Whether quantum computing, block chain, graphene, job losses due to automation, true artificial intelligence, or whether we will live forever, Deloitte’s futurist will tell all, with what data he has gathered so far in a lively and interactive format.