PSMW : 2010 : Sessions & Speakers

Sessions & Speakers

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The Economy
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The Human Connection

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Innovations in Accounting

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The Environment

The Economy

Monday, June 14 - 10:45am
Strategies for Economic Recovery
(Panel Discussion)

Salon Halifax A

Moderator: Charles-Antoine St-Jean, Partner, National Public Sector Leader, Ernst & Young
Panelists: Paul Rochon, Senior ADM, Economic and Fiscal Policy Branch, Department of Finance Canada

Pierre-Marcel Desjardins, Professor University of Moncton, Department of Economy

Elizabeth Beale, President & CEO, Atlantic Provinces Economic Council

Atlantic Perspective on the Economic Recovery

Panelists will engage in a 3-part approach to the session as follows:

First part.... Provide their assessment of the current situation in the World, Canada and the Maritimes.

Second part....  Share their analysis of what brought us a relatively mild recession in the Eastern part of Canada (except Newfoundland) and what  all levels of government and the private sector to make it as mild.

Finally...   Share their perspective on the near and medium term, the risks, the opportunities, and the type of policy framework will be needed to position the Canadian economy, in general, and the Atlantic Region, in particular, for success.


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Charles-Antoine St-Jean
has assumed various leadership roles in the private and public sectors over the last 30 years .  He is currently serving as partner and national public sector leader for Ernst & Young and member of the Global Ernst & Young Public Sector Council.

He served as Comptroller General of Canada between 2004 and 2007 where he oversaw a renewal of the financial and audit frameworks for the federal government. Previously, he worked as a partner and staff with Ernst & Young and its consulting arm for most of its professional career. Prior to join the federal government, Charles-Antoine was Vice-President of Cap Gemini Ernst & Young Consulting. 

While he practiced mostly with public sector clients, Charles-Antoine also worked for many years with the banking, telecommunications and media industries in Canada and abroad. 

Charles-Antoine currently serves on the Board of Governors and Executive Committee of the University of Ottawa, and the Canadian Comprehensive Audit Foundation.  Previously, he served as Director of the Public Sector Accounting Board, Board member of the Royal Ottawa Hospital, the Rehabilitation Center of Ottawa, and various not-for profit organizations.

Charles-Antoine received his FCA designation from the Ontario Institute of Chartered Accountants and l’Ordre des Comptables agréés du Quebec. In 2008, the UK Chartered Institute of Public Finance and Accountancy awarded him the honorary designation of CIPFA for his body of work for advancing the cause of financial management in the public sector. In 2007, the Financial Management Institute named him a life-time honorary member of the Institute for services rendered to FMI and public sector management.


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Paul Rochon
is currently the Senior Assistant Deputy Minister of the Economic and Fiscal Policy Branch.  The Branch is primarily responsible for maintaining the fiscal framework of the Government of Canada, developing the federal budget, and analyzing and forecasting economic and fiscal developments.  He has held a number of positions in the Economic and Fiscal Policy and Tax Policy branches of the Department of Finance, including Director of Fiscal Policy, Director of Intergovernmental Tax Policy and General Director of Economic and Fiscal Policy.  He has been involved in the preparation of federal budgets in various capacities since 1995.  

Effective July 1, 2010, he will become the Associate Deputy Minister of Finance and will also serve as Canada’s Finance Deputy at the G7, G20 and the Financial Stability Forum.

Prior to joining the Department of Finance he worked for three years at the Conference Board of Canada.  He holds a Bachelor’s degree in History from McGill University and a Master’s degree in economics from the University of Toronto.

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Pierre-Marcel Desjardins
has been teaching economics at the Université de Moncton since 1990. He is also research associate at that Canadian Institute for Research on Public Policy and Public Administration.  From 2003 to 2005, he was Associate Director of the Canadian Institute for Research on Regional Development and 1996 to 2001 he held the Chaire des caisses populaires acadiennes en études coopératives.

Pierre-Marcel has a Ph.D. in economics from the University of Texas at Austin. He as received both his bachelor and masters degrees in economics from the Université de Moncton. His doctoral dissertation was titled “Trade Liberalization and Subnational Regions; with Evidence from Atlantic Canada”.


His current research projects focus on regional and rural economic development, public policy, fiscal federalism and trade. He as been called upon by the governments of Canada and New Brunswick, as well as the United Nations, to work on studies pertaining to economic development.


Pierre-Marcel is a member of the Management Council of the
Pays de la Sagouine.

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Elizabeth Beale
has been President and CEO of the Atlantic Provinces Economic Council (APEC) since 1996. Prior to that, she worked for 10 years as a consulting economist, advising senior levels of government on regional planning and economic strategies for Atlantic Canada. Her policy and research interests cover a wide range of topics related to the economy of Atlantic Canada including energy, labour market and innovation strategies. Ms Beale has authored numerous studies on public policy topics and is a frequent media commentator.

Under Ms. Beale’s leadership, APEC has grown to become an influential voice furthering the economic development of Atlantic Canada. Ms. Beale has also participated on a number of external advisory panels including the Labour Market Information Advisory Panel which reported in June 2009 to the Forum of Labour Market Ministers and the Nova Scotia Economic Advisory Panel which reported to Premier Darryl Dexter in November 2009.

Ms. Beale resides in Halifax, Nova Scotia. She holds a B.A. from the University of Toronto and an M.A. in Economics from Dalhousie University. Ms. Beale has taken an active role in a number of professional and community organizations. She is a past Governor of Dalhousie University and is currently a member of the National Statistics Council, Director of the Leslie Harris Centre of Regional Policy and Development at Memorial University and Director of Three Oaks Innovation at the University of Prince Edward Island.




Monday, June 14 - 10:45am
The Port of Halifax and the Atlantic Gateway
- Long Term Opportunities, Short Term Risks, Multiple Stakeholders
Salon Acadia ABC
David Oxner, Executive Director, Gateway Initiative,
N.S. Department of Transportation


Atlantic Gateway & Trade Corridor Initiative
A gateway is a system of transportation infrastructure having a significant role in international commerce, including major ports, airports, key border crossings, and road and rail connections to North America's major markets and the global economy. Gateways move goods and commodities that are a vital part of the economy, welcome visitors, and facilitate the flow of travelers to their next destination.

The Atlantic Gateway and Trade Corridor initiative is focused on increasing the volume of trade (passengers and cargo) that travels through the gateway to its final destination. Through the Gateway, Atlantic Canada is positioned to take maximum advantage of global supply chain activity and to find new opportunities in a changing world. Atlantic Gateway is a long-term investment in our regions 'future. It's a new understanding of a traditional idea - recognizing our historical role in international trade and using our assets to identify new opportunities. The Atlantic Gateway and Trade Corridor initiative reflects the complex relationships between public and private sectors, among modes of transport and the vast array of countries involved in the global supply chain. The Atlantic Gateway and Trade Corridor initiative is an integrated approach to our region's transportation infrastructure assets and reflects the complexity and connectivity of the modern world.


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David B. Oxner
is responsible for providing strategic advice, direction and support to the Directors of the Advisory Council on issue relating to the competitiveness of the Atlantic Gateway and Trade Corridor. The Atlantic Gateway Advisory Council is comprised of eleven private sector representatives from Atlantic Canada and two national representatives.

Prior to his secondment from the Nova Scotia Department of Transportation and Infrastructure Renewal to the Atlantic Gateway Advisory Council, Mr. Oxner was the Executive Director of the Gateway Initiative with the Province of Nova Scotia. He was the lead Nova Scotia representative on the Atlantic Gateway Federal/Provincial Senior Officials Committee. The Committee includes representatives from the four Atlantic Provinces, Transport Canada and the Atlantic Canada Opportunities Agency.


His executive portfolio with the Province of Nova Scotia included the following senior assignments: Executive Director of Tourism Nova Scotia with the Nova Scotia Department of Tourism, Culture and Heritage, where he was one of the founding members of the Nova Scotia Tourism Partnership Council a joint private and public sector initiative. He also served as Assistant to the Deputy Minister for the Nova Scotia Department of Economic Development.


His career has included positions with the City of Dartmouth, Halifax Board of Trade, Day & Ross Transportation Group (a division of McCain Foods), and the Toronto-Dominion Bank.


He is a graduate of Acadia University with a Bachelor of Business Administration with majors in Marketing and Management.




Monday, June 14 - 1:45pm

Legislating Sustainable Economic Development
Salon Acadia ABC
Chris Daly, Executive Director, Policy and Corporate Services,
N.S. Department of the Environment


This session will explore Nova Scotia's Environmental Goals and Sustainable Prosperity Act and how it has shaped action to address environmental and economic priorities.

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Christopher A. Daly - Executive Director, Policy and Corporate Services Division, Nova Scotia Environment. Chris has also served as Director of Policy and Director, Office of Competitiveness and Compliance with Nova Scotia Environment.

Over his career in government, Chris also managed the department’s Environmental Assessment and Air Quality Branches. Prior to his work in government, he held positions with a number of land-use planning and environmental consulting firms. Mr. Daly is also a former Officer in the Canadian Forces. He holds an undergraduate honours degree in Biological Sciences and a master’s degree in Environmental Studies (MES), both from Dalhousie University, Nova Scotia, Canada.




Monday, June 14 - 3:15pm
Implementing, Evaluating and Improving a Waste Reduction Strategy
Salon Acadia ABC
Bill Ring, Chief Executive Officer,
 Resource Recovery Fund Board Nova Scotia


Determining Success Within a Provincial Waste Management Strategy
Financial balance is a key component of any successful business model. But when the product supply costs are almost 10 times each units selling price, is the model a failure?

Join Bill Ring, CEO of RRFB Nova Scotia as he discusses the challenges and successes of implementing, evaluating and improving a Waste Reduction Strategy. RRFB Nova Scotia is an integral part of the province's waste reduction strategy.  Since 1996 this not-for-profit agency has successfully fulfilled its core mandates and remains a key component in achieving Nova Scotia's waste disposal goal of 300kg/person/year by 2015.

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Bill Ring
is the Chief Executive Officer (CEO) of RRFB Nova Scotia, a not-for-profit corporation working in partnership with Nova Scotians to improve the province’s environment, economy and quality of life by reducing, re-using, recycling and recovering resources. 

Prior to his appointment in 2006, Bill was Director and Co-Founder of ValueNet Canada Consulting Inc. As the strategic leader of ValueNet, he oversaw overall management of a firm providing expense management, operations consulting and strategic support services to clients.


Bill has been the CFO and CEO of emerging companies in the IT sector.  Prior to that, he was a major shareholder, Director and Chief Financial Officer of Crossley Carpet Mills Limited from 1987 to 1994.


Previously, Bill had significant roles with Industrial Estates Limited (IEL), a Crown Corporation providing financial services to manufacturing companies locating or expanding in Nova Scotia. Starting as Controller, he was appointed Vice President, Finance and Administration in 1979.


Bill holds a B.Com. from Dalhousie University. He is a Chartered Accountant and a member of the Nova Scotia, Ontario and Canadian Institutes.




Tuesday, June 15 - 10:45am
Measuring Progress Towards Economic Sustainability
– Beyond GDP

(Panel Discussion)

Salon Acadia ABC

Moderator: Bill Turpin, Executive Director, Sustainable Prosperity Partnerships, N.S. Department of Environment
Panelists : Catherine Lane, Senior Analyst, N.S. Department of Economic & Rural Development

John Odenthal, Senior Economic Advisor, N.S. Department of Environment

Malcolm Shookner, Manager, Community Accounts, N.S. Department of Finance

Measuring Progress Toward Economic Sustainability
The session will look at the history of the use of Gross Domestic Product (GDP) as a measurement of economic progress, work on other measures, and some of the lessons Nova Scotia has learned in working to develop its own alternative.

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Bill Turpin
is Executive Director, Sustainable Prosperity Partnerships, for Nova Scotia Environment. He has a background in journalism and communications and, before joining government, was the managing director of GPI Atlantic, a non-profit society dedicated to creating new measures of well-being and sustainable development for Nova Scotia.

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Catherine Lane
- A senior analyst with Economic and Rural Development, Catherine led a working group to develop a set of indicators of prosperity that would meet the requirements of the Environmental Goals and Economic Prosperity Act. Catherine is a long-term resident of Halifax, Nova Scotia, graduating from two local universities with degrees in biology, psychology and business administration. 

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John Odenthal
is the Senior Economic Advisor for Climate Change at Nova Scotia Dept. of Environment. His background includes research on advanced indicators of progress while serving as Economist at the Departments of Energy and Economic Development. He has been a project manager at Atlantic Provinces Economic Council, and at GPI Atlantic. He has BA in economics, and an MBA and MPA from Boston University. 


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Malcolm Shookner
is the Manager of Nova Scotia Community Counts, a provincially supported website that provides information for and about communities (
www.gov.ns.ca/communitycounts). Malcolm has an extensive background in community development, social research, health promotion and public policy in the non-profit, academic and public sectors. He has worked on many projects that use indicators to measure the quality of life, sustainability, health and well-being of communities. He is a member of the Canadian Research Advisory Group for the Canadian Index of Well-being.  He brings his experience and passion for communities to his work on making Community Counts a world-class resource for communities in Nova Scotia.



Tuesday, June 15 - 1:30pm
Climate Change: Economic Development Implications
Salon Acadia ABC
George Foote, Executive Director, Climate Change Directorate,
N.S. Department of Environment

 
Climate Change: Policy Challenge and Response
Climate Change is one of today's  greatest environmental challenge and one of the most complex.  The session will include a brief review opf what science is saying, the economic and environmental issues and how national governments, including Canada's and those of the provinces have responded.

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George Foote leads the climate change team at Nova Scotia Environment.  He has worked on  provincial, national and international climate change issues. Although he has focused on climate change for the past 10 years, George has devoted much of his 25 years in government to energy efficiency and renewable energy.

The Climate Change Directorate developed Nova Scotia’s first climate change action plan and has now taken on the challenge of co-ordinating its implementation. The directorate also provides the department with strategic analysis and policy advice on climate change issues.

George is a graduate of the University of Western Ontario.George est diplômé de l’Université Western Ontario. 



The Human Connection

Monday, June 14 - 10:45am
The Holy Grail of Employee Engagement
- How to motivate/inspire staff and fully engage them
in their work, minimizing negative
stress,
maximizing positive stress, and

managing them effectively

Salon Halifax BC
Peter Bowyer, Project Manager,
MSC Life-balance Initiative,
Meteorological Service of Canada (MSC)

Environment Canada's (Canadian Hurricane Centre)Peter Bowyer received great reviews from the Canada Revenue Agency's Manager's Retreat when he first gave his talk, "The Holy Grail of Employee Engagement." You be the judge and let Peter be your tour guide on a management adventure to discover the key to unlocking the treasure chest of employee engagement.

Peter will challenge the conventional and often politically-correct practices which have created the disengaged workforce we see today. He will also give managers some immediate "doables" for re-assessing the misunderstood challenges of fairness, compliance, and service.

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Peter Bowyer -
After a physics degree from the University of Toronto, Peter joined the Meteorological Service of Canada in 1981. He became a senior meteorologist in 1985 and served as the primary marine outreach meteorologist in Atlantic Canada for more than a decade, assisting the marine schools by developing a practical and comprehensive meteorology curriculum. In 1999, Peter was appointed as the program manager of the Canadian Hurricane Centre and the national spokesperson on issues relating to tropical cyclones. As an author of books on marine weather and scientific journal papers on extreme waves with hurricanes, Peter's work was recognized nationally when he won the 2004 Canadian Meteorological and Oceanographic Society's Andrew Thompson Prize in Applied Meteorology.
 
For the past 25 years Peter has been active in the community as a life-skills trainer, but has also has accepted invitations from as far away as Krakow, Poland, to speak on the fundamentals of leadership, management, and personal wellness. In 2005, Peter took a one-year hiatus from the weather service during which he served as the Executive Coordinator for the Government of Canada Workplace Charitable Campaign for Nova Scotia, overseeing the campaigns of 30 different federal departments and agencies and a volunteer force of more than 800. Since 2007, and in addition to managing the Hurricane Centre, he has been delivering workplace seminars on, "the Art & Science of Balancing-Life," for both the federal and provincial governments. In 2008 Peter was awarded Environment Canada's Barbara Hoglund Citation of Excellence for
Organizational Wellness. Since October 2009 Peter has been on assignment with Environment Canada delivering workshops across the country on principles of personal and employee engagement.

Peter and his wife Debbie make their home in Bedford, NS, and have two grown children.



Tuesday, June 15 - 10:45am
Intergenerational Team Building
Salon Halifax BC
Doug Lloyd, Executive Director, Financial Systems Authority,
Office of the Comptroller General


An examination on what some of the profound differences are between the generations, and how once we become aware of them, how we can build common ground and higher performing teams.

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Doug Lloyd is the financial system authority for the government of Canada. He is responsible for developing and setting financial business processes for the government, as well as establishing policies on the stewardship of financial management systems (both automated and manual). His team is also responsible for a community building and capacity development regime for finance personnel in the government, as well as operating a centre of expertise for aspects of finance.

Prior to this, Doug was on exchange from the private sector and was responsible for managing and troubleshooting major crown projects for Treasury Board Secretariat, Public Works and Government Services Canada and Human Resources Development Canada. He won two distinction awards from the industry for project management at this time.

From 1983, when he left the military, until 2005, Doug was the President and CEO of a private sector niche management consulting company offering strategic advice, major crown project management, and international consulting. The company enjoyed steady year-over-year growth in revenues, profits and employees.

Doug is also the trustee for the Bay Ward in Ottawa Carleton representing his constituents on the Ottawa-Carleton District School Board (7,000 employees and $¾ Billion dollar budget), where he is the chair of the HR Committee, and Audit Committee. He is also the President and Chair of the Ottawa Student Transportation Authority, the provincial Crown Corporation responsible for all yellow school buses in Ottawa-Carleton.

Doug has an MBA from the University of Ottawa with a concentration in Finance and Accounting, and is CMC and PMP certified. He is in process of completing a CMA, prior to finishing his PhD in Public Administration specialising in building high performing teams using intergenerational techniques. A subject he lectures on frequently to universities, colleges and professional associations.



Tuesday, June 15 - 1:30pm
Green Jobs:
How Environmental Stewardship Can Build an Economy

Salon Halifax BC
Don Jardine, Academic Chair,
Environmental and Sustainability Development,
Nova Scotia Community College

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Nova Scotia Community College’s Centre for the Built Environment is a concept steeped in environmental stewardship poised to catalyze a change in Nova Scotia’s workforce.  Hear of this construction project designed to LEED standards with environmental and educational enhancements creating a ‘living laboratory’.  Designated as a provincial demonstration site, the Centre for the Built Environment will inform, influence and inspire ‘learners’ starting in September 2010.
   
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Don Jardine has over 19 years of experience as an educator with Nova Scotia Community College. Currently the Academic Chair, Environmental Sustainability and Development, Don leads academic learning advancements in the design and construction of NSCC’s Centre for the Built Environment.  Don is responsible for leading professional development in interdisciplinary, project-based program delivery and industry engagement curriculum delivery, as well as leading environmental literacy and related initiatives in the School of Trades and Technology.

Don is a Registered Professional Engineer with Engineers Nova Scotia, and holds a Bachelor of Science in Engineering from the University of New Brunswick, as well as a diploma from NSCC Community College Teacher Education Program, a Diploma in Audio Recording Engineering, and a Certificate in Business Management.

Don’s portfolio experiences include numerous positions at NSCC of increasing responsibility including Project Management for campus construction and renovation projects, Department Head, Acting Principal and Academic Chair. Responsibilities have included teaching, curriculum and program development, industry liaison, transitioning of staff and programs to new facilities and budget and personnel management.



Innovations in Accounting

Monday, June 14 - 1:45pm
Shared Services and Systems – Integrated Service Delivery
– the SAP experience in Nova Scotia

Salon Halifax A
Steven Feindel, Director, Corporate Information Systems,
N.S. Department of Finance

Panelists : Julie Rayner, Manager, Information Services, Halifax Water Commission

Christine Adams, Director, Payroll Client Relations, Department of Finance, Province of Nova Scotia

Government organizations are looking for ways to become more efficient in delivering service for citizens and those services depend on effective delivery of a range of support services. The Government of Nova Scotia has been delivering shared services to support delivery of online internet transactions and back-office systems such as SAP for over 10 years. This session will look at the successes and challenges of shared service delivery and the future of these services under current economic pressures.

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Steven Feindel - As Director, Corporate Information Systems for the Department of Finance in the Province of Nova Scotia, Steven is responsible for IT service delivery and shared support services for thousands of SAP clients and employees within the public sector. In addition to the provincial government departments, his group supports customers in school boards, municipal organizations, district health authorities, regional housing authorities, as well as crown agencies and corporations such as Nova Scotia Liquor.

Prior to his current role, he was Director of e-Service within Service Nova Scotia and Municipal Relations for 5 years and was responsible for defining and implementing the Department's overall strategy for electronic service delivery. Service Nova Scotia is mandated to lead e-Government activities for the Province and delivers a wide range of citizen and business services over the Internet.

He has worked within the business and information technology sector for almost 30 years and has led projects spanning the utility, telecommunications, manufacturing, banking, defence and academic sectors. He is a graduate of the Masters of Business Administration program, Saint Mary’s University, Nova Scotia. 

Julie Rayner - As Manager of Information Services at Halifax Water, Julie is responsible for its corporate IT services and has performed this role since 1996.  Beginning in 2004, she started managing projects to replace legacy business systems with SAP modules.  Now with these SAP solutions in place, she is currently the key user liaison for the Halifax Water / Provincial SAP partnership and continues to assist the Halifax Water staff in promoting their business application requirements.

Prior to 1996, Julie worked for many years as an IT consultant supporting service bureau environments and developing turnkey applications for a broad range of industries. 

Christine Adams - As Director, Payroll Client Relations, Christine has been implementing a new shared service for  the provincial government departments to support payroll transaction service. Before that, she was Director, Transformation Services with the Public Service Commission.

Christine has many years of business experience in the public sector with human resource and payroll processes and systems. She was involved in the provincial implementation of SAP HR/Payroll as a consultant with Sierra Systems. She joined government again in 2005 and has led several change management initiatives involving SAP.



 
Monday, June 14 - 3:15pm
Salon Halifax A
Shared Services and Systems – A Federal Perspective
Mark Perlman, Assistant Deputy Minister, Consulting,
Information and Shared Services Integration, PWGSC

&

SAP Innovations for the Public Sector
  Jason Beal, Public Services Group,
SAP America

This session will lead you through the very rich history, experiences and successes of shared administrative services and systems in the Federal government. The session will identify some current service offerings, discuss the challenges and issues organizations are facing due to the changing environment, and describe innovative projects being undertaken in the financial systems and services area.

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Mark Perlman 
is currently the acting Assistant Deputy Minister (ADM) for the Consulting, Information and Shared Services Branch (CISSB) of Public Works and Government Services Canada (PWGSC). In his capacity as ADM, Mark is responsible for enterprise-wide financial, materiel and human resources system cluster co-ordination and development within the federal government of Canada, which is within the Shared Services Integration (SSI) sector within CISSB. Mark is responsible for managing 5 system clusters on behalf of 99 different departments and agencies representing over 250,000 employees. In addition to this, Mark is responsible for managing the provision of human resources services to 36 small departments and agencies and is currently working on expanding this function to include hosted shared systems and financial services for small departments and agencies.

The Integrated Financial and Material System (IFMS) Program, one of the five systems supported by SSI, is a shared system cluster supporting SAP technologies within the Government of Canada. The cluster currently consists of 35 departments and agencies representing approximately 85% of government expenditures.

Prior to joining PWGSC, Mark spent over 20 years in progressively responsible positions at small, medium and large federal departments in the areas of Finance, Administration, Real Property, Internal Audit, Policy and Information Systems. Mark has also served as past Chairperson of Management Board of the Integrated Financial Management System (IFMS) cluster of departments as well as a member of the Government of Canada Human Resources Management Systems (GC HRMS) Assistant Deputy Minister Steering Committee. Mark holds a Bachelor’s degree from McMaster University and is a Certified Management Accountant. 

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Jason Beal brings over 17 years of public sector finance and budgeting experience as a public sector professional and as a consultant to public sector organizations.   At SAP, he led the design of the SAP Public Budget Formulation (PBF) solution and has responsibility for the PBF practice in North America.   Mr. Beal played a key role in securing 14 new PBF clients in 2009 including City of Toronto, City of San Diego, City of San Antonio, State of South Carolina, Fairfax County, Fairfax County Schools, Amtrak, and University of Cincinnati.  Additionally, he provided direct oversight to initial implementation projects at City of San Diego and South Florida Water Management District and State of Louisiana.  

In addition to his SAP responsibilities, Mr. Beal teaches public sector enterprise software applications to graduate students at the Indiana University Kelley School of Business in Bloomington.

Previously, Mr. Beal was a Principal at CGI (formerly AMS) where he led the BRASS public sector budgeting system program.  At CGI, he consulted over 40 state and local government, K-12 and higher education organizations in support of initiatives to improve their budgeting and financial planning.  He led the first statewide implementation of BRASS at Commonwealth of Kentucky and the first higher education implementation at University of Utah. 

Mr. Beal’s public sector experience includes serving at the City of Indianapolis under Mayor Stephen Goldsmith, as Assistant Administrator for Finance.  Mr. Beal also served as a Policy and Budget Analyst at the University of Louisville.  In each of these roles, he led efforts to reduce the cost and improve the quality of services through digital government, performance-based budgeting, activity-based costing and managed competition initiatives. 

Mr. Beal holds a Master of Public Affairs in policy analysis and Bachelor of Science in public affairs from Indiana University, Bloomington.  He is a SAP-Certified Integrator for the SAP Public Sector ERP solution.  He served in the Army and Army Reserves.   He also served as an advisor to former U.S. Congressman David McIntosh.



Tuesday, June 15 - 10:45am
Consolidated Budgeting – The Manitoba Experience
Salon Halifax A
Barb Dryden, Assistant Deputy Minister, Fiscal Management and Capital Planning, Manitoba Treasury Board Secretariat

This presentation will outline the steps that led to the adoption of a summary budget in Manitoba, the issues and challenges of implementation, the introduction of an annual financial management strategy and the impact on financial reporting.

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Barb Dryden
is an Assistant Deputy Minister at Treasury Board Secretariat, Province of Manitoba, responsible for developing fiscal strategy and planning options for the Government of Manitoba.

Ms. Dryden has over 30 years of experience in the provincial civil service, holding various positions since joining the Treasury Board Secretariat.  These include Manager of Fiscal Planning and Budget Co-ordination, and Senior Treasury Board Analyst.  Ms. Dryden has spent time at the Crown Corporations Council as a Senior Business Analyst, as well as variety of positions within Travel Manitoba.  Ms. Dryden holds a Degree in Public Administration from the University of Manitoba and has recently taught a finance and budgeting course offered through the University of Manitoba’s continuing education department.

Ms. Dryden will be speaking to the topic of Manitoba’s challenges in implementing the consolidated budget process, through her own experience with its development.




Tuesday, June 15 - 1:30pm
Accounting and Budgeting Challenges
faced by the Canadian Armed Forces
Salon Halifax A
Kevin Lindsey, ADM Finance
and Corporate Services, National Defence
& Capt(N) Fred Schmidt,
Maritime Command Comptroller 


A succinct talk by Kevin Lindsey, Assistant Deputy Minister of National Defence (Finance and Corporate Services) on various challenges faced within the Department of National Defence paying particular attention, but not limited to, the CFO Governance Model, Internal Control Policy, Audited Financial Statements, and Strategic Review.  Mr. Lindsey will be assisted by Capt(N) Schmidt, Chief of Maritime Staff Comptroller, who will expand upon these and other challenges from a Naval perspective.

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Kevin Lindsey was appointed Assistant Deputy Minister and Chief Financial Officer of National Defence in June 2009.  In this capacity he serves as the strategic financial advisor to the Deputy Minister and the Defence Finance Committee.  His group responsibilities include resource allocation, financial operations, and internal and public reporting among others.

Prior to joining National Defence, Kevin served from 2001 at Industry Canada in a number of senior executive positions including Director General, Programs and Services Branch, where he led a number of industry restructuring and structured financing arrangements.  As acting Assistant Deputy Minister, Spectrum, Information Technologies and Telecommunications, he led the 2008 auction of Advanced Wireless Spectrum.  He also served as Head of Delegation to the 2008 APEC Telecommunications Ministers’ Conference in Bangkok, Thailand, and led Canadian preparations for the OECD Conference on “The Future of Internet Economy” in Seoul, South Korea. Kevin also served as Assistant Deputy Minister/Chief Financial Officer at Industry Canada in which capacity he was responsible for, among other things, implementing the Chief Financial Officer model and, with the Chief Audit Executive, implementing the Departmental Audit Committee initiative.From 1994 to 2001, Kevin served at the Treasury Board of Canada Secretariat in various economic portfolios, and in the Expenditure Management Sector where, as Director, Expenditure Operations, he was responsible for the government’s Estimates.Kevin is a graduate of Saint Mary’s University in Halifax, Nova Scotia.  He has completed the Canadian Securities Course, the Public Executive Program at Queen’s University, and the Executive Development Program at the University of Western Ontario, in addition to pursuing studies in structured financing and insolvency.

Kevin was born in Montreal, Quebec. He lives in Ottawa and is an avid skier and golfer.


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Captain (N) J.F. (Fred) Schmidt holds a B.A. from Dalhousie University and a B.Ed. from Mount Saint Vincent University.  He taught high school courses in Nova Scotia for three years before enrolling in the Canadian Forces.

Captain (N) Schmidt joined the Canadian Forces in 1981 and completed Sea Logistics training in 1983.  He holds the Supply and Finance specialties.  He has served in three ships as ship's Supply Officer (SYO):  D/SYO in HMCS PROTECTEUR and SYO in HMCS OTTAWA and ATHABASKAN.  He has served in various capacities in Maritime Command (MARCOM) units ashore:  Staff Officer (SO) to the Base Technical Services Officer; Public Fund Accounting Officer and Management Services Officer in the Base Comptroller Branch of Canadian Forces Base Halifax; N41- Senior Staff Officer (SSO) Logistics in Maritime Forces Atlantic (MARLANT); and SSO Sea Logistics, SSO Logistics and SSO Finance for the Chief of the Maritime Staff in Ottawa.

Captain (N) Schmidt has held appointments at the Canadian Forces School of Administration and Logistics (CFSAL) within Canadian Forces Support Training Group (CFSTG) Borden as the Course Director for the Finance Specialty and Sea Logistics Specialty Courses and as the SO Training in CFSAL Headquarters.  In 2005-2006, he had the privilege to serve as Commandant of CFSAL.

Captain(N) Schmidt has also held the appointment as the Chief Logistics Officer in the United Nations Disengagement Observation Force Headquarters in the Golan Heights, Syria. In 2001 and 2002, he was the Canadian Representative on the US Joint Staff J4 Focused Logistics War Game.  He attended National Defense University in Washington D.C. at the Industrial College of the Armed Forces (ICAF) for the 2002 2003 academic year. While at ICAF he received a Master of Science (Distinguished Graduate) in National Resource Strategy.

In 2007, Captain (N) Schmidt was posted to the Canadian Operational Support Command (CANOSCOM) as the Chief of Staff and was appointed the Logistics Branch Adviser.

In January 2008, Captain (N) Schmidt assumed responsibility as the Formation Commander for Canadian Forces Support Training Group and Canadian Forces Base Borden. In May 2009, Captain (N) Schmidt was appointed Comptroller/DG Finance with Chief of Maritime Staff.



The Environment

Monday, June 14 - 1:45pm
The Halifax Harbour Cleanup Project

Salon Halifax BC
Brad Anguish, Director of Business Planning & Information
Management and Harbour Solutions Project
- Halifax Regional Municipality


One of Canada’s Top Ten Infrastructure Projects, the Halifax Harbour Solutions Project is a $332M capital project that has retrofitted sewage treatment plants and collection systems throughout the municipality in order to divert approximately 200 million litres/day of raw sewage from entering Halifax Harbour.  The Project’s Director, Brad Anguish, will provide an entertaining synopsis of the numerous challenges (including financial, contractual, engineering, environmental, risk mitigation, community acceptance, etc.) faced over the Project’s history and how these challenges were overcome to enable the Harbour’s water quality objectives to be exceeded and Halifax’s beaches re-opened to swimmers after decades of closure.

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Brad Anguish - A retired and decorated Naval Engineering Officer, Brad joined the HRM management team in 2003. He has over 24 years experience leading a diverse array of projects and organizations, such as Infrastructure Construction, Engineering Design, Information Systems/Technology, Business Process Improvement, Strategic/Performance Management, and Corporate Re-Organization. And for something completely different, he also directed the first-ever mega concert on the Common with the Rolling Stones.   Brad is certified as a Professional Engineer and as a Project Management Professional.  He possesses an undergraduate degree in Mechanical Engineering and a masters degree in Business Administration.




Monday, June 14 - 3:15pm
The U.S. Environmental Protection Agency's Role
in Implementing and Providing Unprecedented Accountability
Over Economic Stimulus Funds

Salon Halifax BC
Jeff Hart - Acting Comptroller & Director,
Fiscal Management & Planning, U.S. Environmental
Protection Agency, Mountain & Plains Region 

US-EPA's Role in Providing Unprecedented Accountability and Transparency of Economic Stimulus Funds
Jeff Hart will lead you through the U.S. Environmental Protection Agency's approach to providing the unprecedented levels of accountability and transparency of the economic stimulus funds provided through the American Recovery and Reinvestment Act (ARRA).  How quick did the money get out?  How many jobs were created or saved?  What environmental results were realized?  How has this unprecedented levels of accountability and transparency raised the bar for all US-EPA programs?  Has it also raised the bar for all government programs?  Has it raised the bar in Canada?  Might it raise the bar around the world?  Come have a conversation and you be the judge!

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Jeff Hart
served in positions of increasing responsibility at the U.S. Environmental Protection Agency (EPA) before being named acting Comptroller and Director of Fiscal Management & Planning for EPA’s Mountain and Plains Region (Region 8).  He directs a multidisciplinary staff responsible for administering the Region’s $323 million budget as well as financial operations, management integrity and accountability, strategic planning, program analysis and evaluation, management advisory services, and performance measurement and reporting.  Jeff is also responsible for managing an economic stimulus package of $380 million under the 2009 American Recovery and Reinvestment Act (ARRA).  He also provides advice and assistance to top management and program managers, and represents all 10 EPA Regions as Lead Region Comptroller at national meetings influencing the direction of national regulations, policies, and budgets.  Jeff has been with EPA since 1991 when he was appointed Manager of the Office of Inspector General’s (OIG) Denver, Colorado office.  At OIG he was most recently responsible for OIG evaluations and performance audits nationwide concerning global climate change.  Jeff was also personally trained by Vice President Al Gore to present the slideshow chronicled in An Inconvenient Truth.  He has received a variety of awards while at EPA including three bronze medals and an Award of Excellence from the President’s Council on Integrity and Efficiency. 

Jeff began his government career in 1977 with the U.S. Government Accountability Office (GAO) where he served as a Senior Evaluator and Project Manager in the Denver, Dallas and Frankfurt (Germany) offices.  Over the years he was responsible for leading performance audits and evaluations of a variety of human services, national security, international trade, and environmental programs.  Jeff received a variety of awards while at GAO including the National Operations Improvement Program Award.

Jeff was the 2006-2007 National President of the 15,000-member Association of Government Accountants (AGA) where he focused on enhancing AGA’s value to its members and other stakeholders, and improving government transparency and accountability by aggressively promoting citizen-centric and other government performance measurement and reporting programs nationwide. 

Jeff is a cum laude graduate of the University of Colorado at Denver, a Certified Government Financial Manager (CGFM), and a Certified Fraud Examiner (CFE).  He grew up in Denver, and has served on a variety of community and nonprofit boards and committees.  He was the founding Chair of the Denver Housing Authority’s Ethics Committee, and was appointed to Denver’s new Independent Audit Committee in January 2008 by Mayor John Hickenlooper.  In May 2008, he was appointed Treasurer and Board Member of the Denver City Club.  Jeff resides in Denver’s Bonnie Brae neighborhood with Roxanna Hart, his wife of over 30 years.  Jeff and his wife enjoy

the company of their extended family, especially their nieces and nephews.