200 Elgin Street, Suite 1107
Ottawa, Ontario K2P 1L5
Tel: (613) 569-1158
Fax: (613) 569-4532

Capital Chapter

Professional Development (PD) Days

The Financial Management Institute's Capital Chapter is pleased to provide you with the new program brochure for the 2014-15

Professional Development (PD) year. The content is based on extensive stakeholder engagement to strategically approach training needs, identified by CFOs and DCFOs and align these needs with horizontal, objectives and new policy development from the center through consultation with the OCG. Our objective to provide relevant and current training to meet the needs of the financial community culminated in six (6) planned PD Days which were strategically selected to maximise value for participants.

Our sessions are primarily in English.  We strive to provide all PD Day presentations and documents and their posting to the website in both English and French. All participants to the PD Days are encouraged to ask questions in either English or French, the official languages of Canada.

 

REGISTER NOW!

 

http://fmi.westernitgroup.com/login.aspx?chap_id=16

INTERNAL SERVICES: WHAT DOES THE HORIZON HOLD FOR US?

Thursday, September 25, 2014

GENERATION NEXT - THE TRANSFORMATION: PEOPLE, PROCESSES AND SYSTEMS

Thursday, October 23, 2014

INVESTMENT AND PROJECT PLANNING - COSTING INITIATIVES HOW AND WHEN?

Thursday, January 22, 2015

ROLES OF THE STRATEGIC MANAGEMENT ADVISOR - PROVIDING STRATEGIC ADVICE TO CLIENTS

Thursday, February 19, 2015

OPERATING IN A COST CONTAINMENT ENVIRONMENT: HOW THRIVING ORGANIZATIONS LEVERAGE THEIR COLLECTIVE EXPERTISE

Thursday, May 21, 2015

HOW GOVERNMENT WORKS - FINANCIAL MANAGEMENT PROCESS SUPPORTING THE GOVERNMENT'S AGENDA AND THE ROLE OF DEPARTMENTS LEADING THIS PROCESS

Thursday, June 11, 2015

PD Day Cancellation Policy

Cancellation of your registration must be received by email up to 72 hours prior to the PD Day. If no cancellation notice is received, you will be invoiced. Please note that if you choose to send a replacement to the PD Day, the individual will be billed according to their membership status (member rate or non-member rate) not yours.

  

FMI Capital Chapter - Program 2014-2015

 

INTERNAL SERVICES: WHAT DOES THE HORIZON HOLD FOR US?

Thursday, September 25, 2014

Enabling services (financial management, human resources, corporate services and information technology) in the current government environment are targeted for change, whether this be review, streamlining, increased automation, sharing of services and/or consolidation. Participants to this Professional Development Day will discover how this direction has come about, and the degree and depth of government support or the movement forward. Such change is controversial: are there benefits to us all? How do we measure the benefits?  The directions from recent government Budgets will be discussed, showcasing central agency and department initiatives that respond to the direction.  This session will share departmental successes and challenges in managing internal services in the current environment in areas such as consolidation of services or in their modernization. We will also hear testimony of colleagues who have led initiatives for change within their organizations. We will also hear how the performance management regime has evolved to measure this change. Key areas are the development of efficiency indicators and the new Management Accountability Framework approach. Change on a large scale and in a continual manner does not come without personal resistance: Participants to this day will also gain an understanding of the resilience required to managing in a rapidly changing environment and of people management skills required to be successful. We welcome those who work in internal services, those who are clients of internal services, and those who wish to work in internal services sometime in their career to join us for this very interactive professional development day…

 

GENERATION NEXT - THE TRANSFORMATION: PEOPLE, PROCESSES AND SYSTEMS

Thursday, October 23, 2014

In this professional development day, participants will be exposed to the perceptions of values and expectations of the up and coming (younger) generation within the financial management sector as they are continually faced with cost containment exercises while starting their career. Recent years of strategic operating reviews, Deficit Reduction Action Plans, possible consolidation of accounting operations, modernization of Web sites / Portals to facilitate transactions with government, increasing decisions from the centre (centralization of the pay system for employees and pensioners), one cannot begin to think: What does this mean for those entering the federal government at the start of the career. What does this mean for our future job design? What does it mean for the ability to hire new recruits?  Are these the final steps or only the first steps to make government operations more efficient and increase reporting capabilities for timeliness and accuracy?  If there are more changes, what are they likely to be, what could be the possible outcomes?  How will the financial community be affected? How will the initiative Blue Print 20/20 impact the professional perspective of current and future employees?  The financial community is certainly playing a leading role in the transformations of organizations.  How will the financial community cope with these challenges and balance their professional and personal life?

 

INVESTMENT AND PROJECT PLANNING - COSTING INITIATIVES HOW AND WHEN?

Thursday, January 22, 2015

This fourth annual PD Day will continue to profile the Treasury Board policies on investment planning and the management of projects.  With the theme "Investment and Project Planning: Costing initiatives how and who?" this year's PD Day will focus on what we have learned one year after the implementation of the CFO attestation and the TBS Centre of Expertise on Costing. The diligent implementation of the emerging rigour seen in updated Treasury Board policies and  management requirements is presenting new challenges to the FIs, investment planners and project management communities.  The underlying theme of this year's Professional Development Day is about polishing essential skill sets related to horizontal approaches to investment decisions, budget allocations, costing and analysis, and paving the way for risk-free CFO Attestations.  This session will cover the various components of project/portfolio complexity, the value of life-cycle management; best practices for proposal assessment (the Gating Process); mechanisms for financing and some of the organizational considerations for attaining performance and sustainability. Learn why successful best practices depend on strong engagement and relationship building skills between those who manage project management offices and the program managers. Learn about the value and complexity of costing, the link to the new CFO Attestation requirement and emerging requirements directed by the Government of Canada Open Data initiative.  Learn from presenter's experiences, during the workshop learn about the various accounting tools used for projects, seek out the emerging communities of practice and identify techniques for building your knowledge and departmental capacity.  Join the FMI Capital Chapter for this exciting and informative day- ideally suited to the FI, investment planning and project management communities.

 

ROLES OF THE STRATEGIC MANAGEMENT ADVISOR - PROVIDING STRATEGIC ADVICE TO CLIENTS

Thursday, February 19, 2015

This Professional Development Day will feature for the first time the importance of the Strategic Advisor as a key element to develop and supporting the CFO model. It is building upon the run-away success of the previously sessions held on the Role of the Financial Management Advisor. A behavioural competency that is significant in most financial management functions today, the Strategic Advisor is the role that tells the story behind the numbers, asks the right questions, is business oriented, is client focused, understands the big picture and is an agent of change. It is the competency that that most finance officers are struggling with and the one that keeps the Government of Canada senior management leadership up at night. Given the challenging times faced by the public sector the qualities and skill sets needed to be a Strategic Advisor, given the expectations that are emerging from the various stakeholders in financial management, procurement, investment planning, human resources, material management and real property (to name a few)  are critical.  There are expectations and also challenges to develop value-added work approaches in an environment that favors streamlining and harmonization. Movement away from a transaction based role to understanding your client business, understanding the government of Canada policy framework, and the ability to think and analyze strategically are just some of the pre-requisites needed to assume the role of a Strategic Advisor.  This session will share departmental successes and challenges in developing strong advisory-based organizations in the current environment.  We will also hear testimony of colleagues who have evolved in their approaches used for Advisory services in their organizations. Clients and community leaders will also have their voice to express the qualities they look for in providing quality advice. Participants will gain an understanding of these essential new skill sets and will establish a framework of personal action plans to foster the skills. Participants to this Professional Development day will walk away understanding the new skill sets required, and establish the framework for personal action plans to meet them. We welcome those who currently provide Strategic Advice, those who are clients of Advisory Services, and those who wish be hone their Advisory skills sometime in their career to join us for this very interactive professional development day…

 

OPERATING IN A COST CONTAINMENT ENVIRONMENT: HOW THRIVING ORGANIZATIONS LEVERAGE THEIR COLLECTIVE EXPERTISE

Thursday, May 21, 2015

Using limited public resources efficiently and effectively is everybody's business. As Accounting Officers, Deputy Heads rely on the advice and recommendations of many departmental experts to fulfil their role. This professional development day is being held three years after the introduction of the Deficit Reduction Action Plans that brought cost containment forward as a new approach of Government Operations. Departments are pursuing business efficiencies not seen previously that requires the leveraging of collective expertise from within and across organizations. The growing push for enterprise solutions, with direction from the Centre, to manage government operations further reinforces the need for increased partnership and collaboration efforts to ensure alignment between emerging risks and proper controls.  Financial Management Transformation initiatives, while taxing an enterprise's internal control management framework due to rapid decision-making, are developing an emerging internal expertise that is found within relatively unknown places. This professional development day will feature departments and functional communities engaged in achieving results effectively without compromising stewardship of taxpayers' money. They will share innovative ways to provide guidance, assess controls against core reporting activities and undertake assurance work in a cost efficient way through sound resource allocation. Join us on this day as we highlight GOC wide direction that is in its early stages of implementation and showcase innovative initiatives. Discover what this means for your future career path.

 

HOW GOVERNMENT WORKS - FINANCIAL MANAGEMENT PROCESS SUPPORTING THE GOVERNMENT'S AGENDA AND THE ROLE OF DEPARTMENTS LEADING THIS PROCESS

Thursday, June 11, 2015

In this Professional Development Day, an annual event, we will examine the roles and responsibilities of departments, the Prime Minister's office / Privy Council Office, Department of Finance and the Treasury Board Secretariat.  The day will focus on developing the government's agenda through the Speech from the Throne and the Federal Budget and on translating government priorities into action through Memoranda to Cabinet and Treasury Board submissions. Another important aspect of the machinery of government is effective reporting to Parliamentary committees. The day will end with a discussion on the role of the Deputy Minister as Accounting Officer, and the evolving role of the Chief Financial Officer.  This day will of special interest to all new FI's, those who need to increase their understanding of interactions between departments and central agencies.  Participants will learn the key steps in the financial process, from funding initiation to public reporting, the financial roles, responsibilities and accountabilities of key stakeholders in the government's departments and agencies.