HUMAN CAPITAL	Odette Levac, PRINCIPAL CONSULTANT, NAVIGATING WHITE WATER CONSULTING SERVICES Eddy Reitberger, DIRECTOR GENERAL, HUMAN RESOURCES AND SKILLS DEVELOPMENT CANADA Eddie Vlasblom, A/SENIOR DIRECTOR, OFFICE OF THE COMPTROLLER GENERAL
FINANCIAL REPORTING	Andrew Newman, CA, AUDIT PARTNER, PUBLIC SECTOR PRACTICE, KPMG OTTAWA Marcel Lalande, CA, DIRECTOR DEPARTMENTAL ACCOUNTING AND REPORTING, OFFICE OF THE COMPTROLLER GENERAL, TREASURY BOARD OF CANADA SECRETARIAT  Jennifer Russell, FINANCIAL ANALYST, QUALITY ASSURANCE AND INTERNAL CONTROL, CORPORATE FINANCE, SYSTEMS AND PROCUREMENT BRANCH, INDUSTRY CANADA Bill Matthews,CA, ASSISTANCE COMPTROLLER GENERAL, OFFICE OF THE COMPTROLLER GENERAL, TREASURY BOARD OF CANADA SECRETARIAT Kelly Gillis, CHIEF FINANCIAL OFFICER, COMPTROLLERSHIP AND ADMINISTRATION SECTOR, INDUSTRY CANADA Daniel Schnob,CHIEF FINANCIAL OFFICER, DEPARTMENT OF JUSTICE
INFORMATION MANAGMENT	Jim Britton, CONSULTING PARTNER AND CEO, CACHE CONSULTING Omar Najm, DIRECTOR, FINANCIAL MANAGEMENT ADVISORY SERVICES - INNOVATION, INFORMATION AND TECHNOLOGY BRANCH (IITB), HUMAN RESOURCES AND SKILLS DEVELOPMENT CANADA François Audet, DIRECTOR GENERAL, STRATEGIC PLANNING AND ENTERPRISE ARCHITECTURE, INFORMATION TECHNOLOGY SERVICES BRANCH (ITSB), PUBLIC WORKS AND GOVERNMENT SERVICES CANADA David Seto, SENIOR COST MANAGEMENT CONSULTANT, STRATEGIC PLANNING AND ENTERPRISE ARCHITECTURE, PUBLIC WORKS AND GOVERNMENT SERVICES CANADA
CA WORKSHOP	Hassan Qureshi, CMA, PEng, CISA, SENIOR MANAGER, ADVISORY SERVICES, ERNST & YOUNG Stephen McIntyre,CA, CPA, SENIOR MANAGER, ADVISORY SERVICES, ERNST & YOUNG Marco Perron, CA, CPA, SENIOR MANAGER, ADVISORY SERVICES, ERNST & YOUNG

---

HUMAN CAPITAL

Odette Levac, Principal Consultant, Navigating White Water Consulting Services

Odette Levac mobilizes people who want to define and accomplish what matters to them:  people who seek to use their personal power and resources to move things forward for themselves and those around them, in a context of learning, innovation and integrity.  To respond to the unique needs of each “perfect client”, she blends her facilitation, learning and coaching skills such that together, she co-creates the process that best serves the client’s vision and intentions, from the initial needs identification up to the evaluation of results.  

A self-employed entrepreneur since 2000, Odette has offered her consulting services to clients from the federal public and voluntary sectors, and from non-governmental organizations.  She has worked in all regions of Canada and internationally, for the governments of Egypt and Singapore.  

As a former federal public servant with a career spanning 26 years, Odette has held positions as a subject matter expert and manager primarily in the domains of training, learning and development, and also in consultation, policy making, and program and human resources management.

Odette is certified as a professional facilitator by the International Association of Facilitation and a practitioner of consensus facilitation, trained by the Institute of Cultural Affairs of Canada and of holistic facilitation, trained by Genuine Contact™.
She has been a student and practitioner of coaching for the last twenty years and has completed the Mastery Coaching program with Paracomm Partners and the Professional Training Series with Breakthrough Disability Inc.  
Odette is a learning specialist, with extensive experience in applying the Systems Approach to Training (SATT) and the development of blended learning strategies, which promote experiential learning and support different learning styles in adults.  

Andrew Newman is an Audit Partner with KPMG and is the Leader of KPMG’s Public Sector Audit Practice in Ottawa.    Andrew received his Bachelor of Commerce (Honours) from Queen’s University in 1992 and his Chartered Accountancy designation in 1995.   Andrew has over 18 years of experience in providing auditing, accounting and financial reporting services to federal departments and agencies, provincial and municipal governments, not-for-profit organizations and charities.  Andrew has been a featured speaker at the annual conferences of FMI, CICA and others.   Andrew is currently a Board Member of the Public Sector Accounting Board of Canada.

Marcel Lalande joined the Government Accounting Policy and Reporting Division of the Government of Canada in January 2007 as a Senior Policy Analyst. His current key responsibilities as director include developing policy instruments and providing support to departments for departmental financial statements and quarterly financial reports. Over the course of the last year, Marcel has led the development of two Treasury Board accounting standards, including the new accounting standard governing the presentation of the upcoming departmental quarterly financial reports. Prior to joining the OCG, Marcel was the manager responsible for the Corporate Costing/Cost Recovery System with the Department of Public Works and Government Services Canada and he also served as Financial Management Advisor in the same department. Marcel worked for many years at the Office of the Auditor General of Canada, primarily on financial statements and management audits of Crown Corporations. He began his career in the private sector.

Marcel holds a bachelor degree in accounting from the Université du Québec à Trois-Rivières. He is also a member of the Ordre des Comptables Agréés du Québec, as well as a member of the Canadian Institute of Chartered Accountants.

Jennifer Russell is a Financial Analyst in the Corporate Finance, Systems and Procurement Branch of Industry Canada where she has been a member of the Quality Assurance and Internal Control team since April 2008.  Jennifer is a member of the team working on the implementation of Quarterly Financial Reporting within the department and is currently participating in the Office of the Comptroller General Quarterly Financial Report Working Group.  She has participated in the preparation of the departmental financial statements for the past three fiscal years.  Jennifer holds a Bachelor of Commerce – Honours Accounting degree from the University of Ottawa and is a Certified Management Accountant.

Bill Matthews joined the Office of the Comptroller General in 2004.  He was appointed Assistant Comptroller General of the Financial Management Sector of the Treasury Board of Canada Secretariat effective August 24, 2009.  His policy responsibilities include government accounting, financial management, costing and user fees and strengthening the financial management community through a range of initiatives.  He is also responsible for financial reporting in the areas of the Public Accounts and departmental financial statements.

Bill is a Chartered Accountant and has over 20 years of experience in accounting and financial management in both the public and private sectors.

He has worked with all levels of government in Canada and with governments of several other countries on financial reporting improvement initiatives.

Kelly Gillis, Chief Financial Officer (CFO), Comptrollership and Administration Sector, Industry Canada

Kelly Gillis was appointed CFO of Industry Canada in September 2009.   In her role as CFO, she is responsible for providing financial oversight, advice and services to one of the largest departments in government.  Also as Assistant Deputy Minister of Administration Services, she leads an organization that provides a range of corporate functions, including the department’s Emergency Preparedness and Business Continuity Planning, contracting & procurement, security, facility and the corporate planning function.

Previously Kelly had been the Assistant Secretary and CFO, Corporate Services Sector, Treasury Board Secretariat.  Kelly provided a leadership in creating this Sector and providing all corporate services functions to TBS as well as a number of shared services to five other departments.  Kelly also was the Executive Director and Deputy CFO at Finance Canada.  

She has also held the following positions:

• Director General, Finance and Administration at the Canadian Nuclear Safety Commission;
• Manager, Internal Audit at the head office of the Canadian Broadcasting Corporation (CBC); and
• worked in public accounting at Caron Bélanger Ernst & Young in Montreal.

Ms. Gillis holds a Bachelor of Commerce and a Graduate Diploma in Public Accounting from McGill University. Ms. Gillis qualified as a chartered accountant in Quebec in 1992.

Kelly is originally from Montreal is married with three children.

Daniel Schnob joined the Department of Justice in 2006 after a lengthy career in both the private and public sectors. He was appointed as Chief Financial Officer of the Department of Justice in 2009. He has held progressively more senior positions in a number of federal government departments including Health Canada, Statistics Canada, Agriculture and Agri-Food Canada and the Office of the Comptroller General. He was also an equity partner in a management consulting firm specializing in project management.

INFORMATION MANAGEMENT

SPEAKER BIOGRAPHIES ARE NOT AVAILABLE.

---

CA WORKSHOP

Hassan Qureshi, CMA, PEng, CISA, Senior Manager, Advisory Services, Ernst & Young

Hassan Qureshi is a Senior Manager in the Advisory Services practice of Ernst & Young LLP.  Hassan is a former federal public servant and has over 20 years of experience in IT control assessment, systems under development audit, IT audit, information systems, security, IM/IT governance and business intelligence.

Engagement Experience

• Indian and Northern Affairs Canada (INAC): IM/IT Advisory for Internal Audits - Project Leader: July 2008 - present.
• Assisted INAC to scope their IT internal audit priorities over the next five years and has served as project director for several audits.  At the conclusion of each audit, Hassan has prepared and presented management debrief presentations that have been attended by numerous departmental executives, including the chief audit executive, chief financial officer and chief information officer.
• IT Control Assessments in Support of Audited Financial Statements - helped numerous clients assess their IT controls in support of the financial statement audit including Canada Mortgage and Housing Corporation, Department of Fisheries and Oceans, Environment Canada and others - Project Leader: July 2006 - Present.
• Hassan led the IT audit in support of the client’s annual financial statement audit.  This required a complete inventory of systems supporting the financial reporting process.
• The scope of the IT audit included a review of entity level controls and IT operational controls including computer security. Hassan led teams to assess the effectiveness of IT governance and IT entity level controls for IT processes that support financial transactions. Program changes, logical access and IT operations were tested for a number of strategic systems.
• The audit also included control rationalization phases where redundant, ineffective or inefficient controls were identified and addressed.
• Cognos Incorporated - Sarbanes-Oxley Internal Controls Audits - Functional Manager, IT Governance and Internal Controls: March 2004 - February 2006.
• Cognos’ internal IT governance and internal control team audited the internal application and infrastructure systems which support Cognos’ financial reporting process.  Primary objective for the second year of Sarbanes-Oxley internal controls certification was to streamline and simplify the audit and operational processes supporting financial reporting.
• As part of the initiative to help prepare the IT department for internal controls certification, Hassan developed and delivered a COBIT training plan for the global IT organization.

Stephen McIntyre, CA, CPA, Senior Manager, Advisory Services, Ernst & Young

Stephen McIntyre has 10 years experience providing both assurance and advisory services to a broad range of clients and industries.  His experience includes external financial statement audits, contract compliance audits, enterprise risk management, and internal control compliance and improvement reviews.  Stephen has extensive experience within the internal control realm including Sarbanes Oxley 404, National Instrument 52-109 and the Policy on Internal Controls (PIC).

Engagement Experience

• Government of Canada:  Stephen has serviced both large and small government departments, crowns and agencies performing audit readiness assessments, IFRS conversion and PIC projects.  These engagements have been included work with National headquarters as well as regional offices from St. John’s to Victoria.
• Contribution Audits:  Stephen has performed contribution audits for CIDA and CFI, including international work in locations such as Thailand to perform a recipient contribution audits.  
• External Financial Statement Audits:  Stephen has 9 years of external audit experience with clients ranging from small start-up companies to large SEC registrants in a variety of industries.  Stephen was the senior manager on the Cognos annual financial statement, which included assessing the company’s compliance with the SOX 404 internal control requirements.  He has performed audits in both Canada, the US and Europe during this period.
• Internal Control Projects: Stephen has provided internal control services in advisory and assurance engagements for both industry and government clients for the past 6 years.  In 2004, when the first SEC registrants were required to comply with the SOX 404 internal control certification process, Stephen was part of the advisory team who assisted clients in meeting their certification requirements.  He was also part of the core assurance team that provided internal control opinions for SEC registrant filers such as Cognos and MDS Nordion.  
• Stephen has performed numerous advisory engagements for internal controls in the context of the Canadian National Instrument 52-109 for companies such as Mosaid, Tundra and Bridgewater.
  

Stephen’s involvement with internal controls in government entities started with the audit readiness process in 2006/2007 in which he assisted large government departments to assess their internal control design and operational effectiveness in the context of supporting an efficient and effective audit.  With the introduction of the PIC, he has continued to assist departments and agencies with meeting their annual certification requirements.

Marco Perron has 13 years experience providing services to clients primarily on internal audits, contract compliance audits, enterprise risk management, and the assessment and improvement of internal controls.  As part of the Ernst & Young Global Exchange Program, Marco spent three years in France where he conducted contract compliance audits across Europe and led a three year internal audit engagement for the subsidiary of a Fortune 500 Media and Entertainment Company. He has recently returned to Ernst & Young Canada (Ottawa) and has been focusing on the Government Sector.

Engagement Experience

• Government of Canada:  Project manager on several engagements across multiple departments, agencies and crown corporations.  Engagements included internal audit projects for areas such as revenue management, cost recovery analysis, contracting, human resources, quality assessments and practice inspections.   Marco has conducted several international audits for the Government of Canada in countries such as Egypt, Kenya, Mali and Senegal.
• Contribution Audits: Project manager for several contribution audits conducted on behalf of the Canadian International Development Agency, Canada Foundation for Innovation as well as Indian and Northern Affairs Canada.
• Marco was the project director for all Ernst & Young internal audit services rendered to the subsidiary of a Fortune 500 Media and Entertainment Company in Continental Western Europe (France, Spain, Italy, Portugal, Greece and Africa).  Marco reported to the chief financial officer and attended all audit committee meetings.  He was involved in internal audit projects such as the annual risk assessment process,   internal control certification, reviewing and improving internal controls, contract compliance audits, and efficiency projects relating to labor costs and yield management review.
• Marco worked with the chief risk officer and the director of internal audit at one of France`s largest retail company to implement contract compliance audits. The project covered international contracts. Marco was responsible for overseeing and conducting a series of audits at the pace of one audit per month which covered 11 countries (Argentina, Belgium, Germany, Mexico, Netherlands, Poland, Portugal, Russia, Spain, U.K, U.S.).

Marco lead multiple projects over the course of one year while being deployed full time at a Fortune 500 manufacturing company.  Mandated he worked on included: Accounting training in America and Europe on key issues of U.S. GAAP, Carve out of a division representing $6 billion in revenues, Implementation of hedge accounting and implementation of Sarbanes-Oxley 404.