EVENT 4-1 : RESOURCE MANAGEMENT - KEVIN PAGE - CANADA'S PARLIAMENTARY BUDGET OFFICER
Kevin Page was appointed Canada's first Parliamentary Budget Officer on March 25, 2008. The Parliamentary Budget Officer is an officer of the Library of Parliament responsible for providing independent analysis to the Senate and to the House of Commons about trends in the national economy, the state of nation's finances and the estimates of the government.
Mr Page has 26 years of experience in the federal public service. Many of the years were in the central agencies -- Finance Canada, the Privy Council Office and the Treasury Board Secretariat -- where he held positions responsible for the provision of advice and analysis on economic, fiscal and expenditure management issues. Mr. Page has also held different positions in other departments including Human Resources and Social Development Canada, Agriculture and Agri-foods Canada and the Department of Fisheries and Oceans.
Mr Page was born in Fort William (Thunder Bay), Ontario in 1957. He has a Master of Arts in Economics (1982) from Queen's University, Kingston, Ontario. He is married and the father of three children.
Bruce Manion was appointed Chief Financial, Officer of Human Resources and Social Development Canada (HRSDC) in March 2008. In that role, he is responsible for all aspects of financial management and stewardship of an annual expenditure base of nearly $90B and a key player in supporting the Deputy Minister in her role as Accounting Officer for the HRSDC portfolio. Prior to that, he had been Director General, Financial Management Branch at Canadian Heritage since October 2001. In this role, he was successful in helping PCH get its financial house in order, in launching a G&C Centre of Expertise and a PCH Contracting Strategy, and in addressing numerous central agency initiatives on reallocation and financial management reform. Bruce joined the Public Service in 1983 through the FORD/IARD recruitment program of the Office of the Comptroller General of Canada. He holds a Bachelor of Commerce degree from the University of Ottawa and was accepted into the Society of Management Accountants of Ontario (CMA) in 1986. He became a Fellow (FCMA) of the Society in November, 2006.
Kevin Page, Canada’s Parliamentary Budget Officer
Bruce Manion, CMA, FCMA, Chief Financial Officer, Human Resources and Social Development Canada
From 2004 to 2008, he was the Assistant Deputy Minister, Planning and Corporate Affairs, at the Department of Canadian Heritage. His main role was to promote management excellence while providing key support services to PCH programs in the areas of strategic policy, corporate planning, IM/IT, financial management, audit and evaluation and a G&C Centre of Excellence. In this role, he also oversaw the Official Languages Secretariat during the period when the Government of Canada’s Official Languages Strategy was being evaluated and renewed.
He was the Director of Managerial Accountability and Comptrollership in the Department of National Defence from October 1998 to October 2001. As part of his duties at DND, he was responsible for two major projects, the implementation of the Financial Information Strategy (FIS) and Modernization of Comptrollership. From 1991 to 1998, he held a number of executive and senior analyst positions at the Office of the Superintendent of Financial Institutions, Natural Resources Canada.
Bruce is married and has two children. When he is not working, he is an avid tool guy and home renovation maniac. In past lives, he has been a professional musician, actor, stand-up comic and gravedigger. He is certainly not your average accountant.
Jean-Marc Chaput is part a stock of men who have always succeeded at the game of life despite obstacles and difficulties. Today a grandfather, this father of five was the embodiment of the perfect man across the board in his personal and professional life in all ways, except in the ordinary.
He is the author of several books that have become bestsellers and read across the entire world. He also collaborated with several newspapers and magazines, while writing columns on subjects fond to him: life, fear and love. He has shared his life with Céline, his spouse, for over 50 years. He says she is his security, his joy, his wisdom and his team-mate. To have his wife at his side, who has faith in him is as important to him as him having faith in himself.
This lively lecturer is one of the eight first Canadians to be inducted into the Speaking Hall of Fame by the Canadian Association of Professional Speakers.
Just as he knew how to instill the taste for the excellence in a number of students, who have since become integral parts of important businesses in Quebec and Canada, he continues to astound us with his witty eloquence and his enthusiasm; he continues to inspire us to surpass our own thinking and to find the key to happiness and success.
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EVENT 4-2 : LE FRANCOPHILE - 10 tips to retire without worry!
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Benoît Poliquin (B.Comm, CFP, CFA), Vice President and Portfolio Manager
Benoît Poliquin is an Honours Business graduate from the University of Ottawa and a holder of the Chartered Financial Analyst designation. Mr. Poliquin has taught at the University of Ottawa’s School of Management in the areas of Fixed Income investments, Derivatives and International Finance. Prior to joining Pallas Athena, he was with one of Canada's largest securities firms working in the areas of personal wealth management and investment management. Mr. Poliquin is a member of the CFA Institute and of the CFA Ottawa Society.
Mr. Poliquin’s professional focus is working with individual investors and their families. The all-encompassing role of Portfolio Manager is to bring to life the theoretical underpinnings of the Pallas Athena Approach in order to achieve a cohesive portfolio of investments that will enable our clients to reach their long-term financial goals. The clients who continue to benefit from working with Benoît include corporate executives, entrepreneurs, professionals and second generations-investors.
James A. Ralston, Chief Financial Officer and Assistant Commissioner, Canada Revenue Agency
Mr. Ralston joined Revenue Canada in September 1999, shortly before it became the Canada Customs and Revenue Agency. Until January 2002, he held the position of Director General, heading the Corporate Review Directorate, which was primarily responsible for providing internal audit and program evaluation services to the Agency. In January 2002, Mr. Ralston was appointed to the position of Deputy Assistant Commissioner and Agency Comptroller, leading the CCRA’s Modern Comptrollership Office. Mr. Ralston has occupied his present position of Chief Financial Officer and Assistant Commissioner, Finance and Administration Branch since March 2004.
Prior to his Canada Revenue Agency appointment, Mr. Ralston spent 15 years with the Office of the Auditor General of Canada and throughout most of the period was a Principal responsible for financial and value-for-money audits of Revenue Canada (Customs and Excise; Taxation). Before joining the OAG, Mr. Ralston worked for 8 years in a national public accounting/consulting firm in Edmonton and Ottawa (where he focussed on providing consulting services to the Federal Government) after having started his career with the Provincial Auditor of Alberta.
Mr. Ralston holds a Bachelor of Commerce degree from the University of Alberta, a Master of Arts (Economics) degree from the University of Ottawa and a Doctor of Philosophy (Political Science) degree from Carleton University. He also has a certificate in adult education from St. Francis Xavier University. Mr. Ralston is a member of the Institutes of Chartered Accountants of Alberta and Ontario. Most recently, he obtained the Chartered Director designation from the Directors College (a joint venture of McMaster University and the Conference Board of Canada).
Janique Caron , A/Director General and Chief Audit Executive, Canada Revenue Agency
Janique Caron joined the Canada Revenue Agency in 2002 as Director of Internal Audit. She is responsible for the development and implementation of an effective internal audit function within the Agency. In addition, Janique is responsible for the management of the liaison function for external audits and reviews; including those of the Office of the Auditor General. She spent the earlier part of her career as an external auditor in both the public and private sector. As a Chartered Accountant (CA) and Certified Internal Auditor (CIA), Janique has promoted education by being actively involved with the Canadian Institute of Chartered Accountants (CICA)’s qualification activities and recently completed a three-year term as a member of the Board of Evaluation.
Return to Event 4-3
Russel C. Robertson, Interim Chief Financial Officer, BMO Financial Group
Russel C. Robertson was appointed Interim Chief Financial Officer, BMO Financial Group on March 5, 2008. Russel joins BMO from Deloitte and Touche LLP in Toronto where he served as Vice-Chairman since 2002. Russel began his career in 1969 with Arthur Andersen LLP in Toronto and held a number of increasingly senior roles in that company including Canadian Managing Partner. He is an experienced audit partner with extensive financial services experience. Most recently at Deloitte and Touche he was lead client service partner for BMO Financial Group
Russel is a graduate of the Ivey School of Business at the University of Western Ontario and is a Chartered Accountant (FCA).
Over the years, Russel has been involved with a variety of educational, community and arts organizations from Shulich School of Business to Junior Achievement and the National Ballet of Canada. Most recently, he has been involved in raising money for the mechanical heart program at the Peter Munk Cardiac Centre at Toronto General Hospital.
(March 2008)
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EVENT 4-3 : COMMUNITY LEADERS - Financial Management from a Provincial Perspective
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Bruce L. Bennett, M.B.A., C.A., Assistant Deputy Minister / Provincial Controller
Bruce Bennett is an Assistant Deputy Minister and Provincial Controller in Ontario’s Ministry of Finance. He joined the Ministry of Finance in January 2003 after a lengthy career with Ontario Hydro.
Mr. Bennett is a Chartered Accountant with a Masters Degree in Business Administration from McMaster University. Prior to his joining the Ministry of Finance, he held a number of senior financial positions with Ontario Hydro including Corporate Comptroller and General Auditor.
Bruce has served as a member of the Professional Conduct Committee of the Institute of Chartered Accountants of Ontario. He is also a past-member of the Public Sector Accounting and Auditing Committee of the Canadian Institute of Chartered Accountants and a past-Chairman of the Financial Section of the Canadian Electrical Association.
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EVENT 4-3 : COMMUNITY LEADERS - Financial Management from a Provincial Perspective
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Cheryl Wenezenki-Yolland, Comptroller General, Government of British Columbia
Cheryl Wenezenki-Yolland was appointed Comptroller General for the Province of British Columbia on October 16, 2006.
The Office of the Comptroller General for the Province of British Columbia is responsible for the overall quality and integrity of the Province of British Columbia’s financial management, procurement systems, and general administrative policies. The Comptroller General performs audits, compliance reviews and champions improvements in common accounting approaches across the broad B.C. public sector.
As the chief financial officer for the Province, the Comptroller General prepares and publishes British Columbia’s financial statements, including the Public Accounts – a reporting entity with revenues and expenditures in excess of $33 billion per year.
Cheryl Wenezenki-Yolland brings over 20 years of public sector experience, including 18 years in areas of financial and strategic management. Most recently, Ms. Wenezenki-Yolland served as Assistant Deputy Minister of Finance responsible for Corporate and Ministry Support Services. She was also the Executive Financial Officer for the Ministry of Finance, Ministry of Labour & Citizens’ Services, the Premier’s Office and the BC Public Service Agency.
Ms. Wenezenki-Yolland re-joined the Province of British Columbia in 1999 after 10 years with BC Transit. In October 2007 Cheryl was awarded with an FCMA.
Cheryl balances her work-life with the help of a supportive family. She enjoys spending her free time with her husband and two young children and enjoys participating in a number of volunteer activities.
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EVENT 4-3 : COMMUNITY LEADERS - Financial Management from a Provincial Perspective
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Rod Monette, Comptroller General of Canada
Rod Monette came to the Comptroller General's Office on October 27, 2007, and was appointed Comptroller General of Canada, within the Treasury Board Secretariat, on May 1st, 2008. The Comptroller General is responsible for providing government-wide functional direction and assurance for financial management and internal audit, as well as supporting the professional development of the financial management and internal audit communities.
Career
Prior to his appointment as Interim Comptroller General of Canada, Mr. Monette was Associate Deputy Minister of National Defence.
Mr. Monette began his career in the Government of Canada in 1981, as a policy analyst in the Office of the Comptroller General. In following years, he held various positions in the former Indian Affairs and Northern Development Canada and in Western Economic Diversification Canada. In 1992, he was appointed Assistant Deputy Minister in Western Economic Diversification, in Winnipeg.
In 1995 he was appointed Assistant Deputy Minister for the Prairie and Northern Region of Revenue Canada, also based in Winnipeg, Manitoba, where he had responsibilities for revenue, customs, and excise activities.
In 1997 Mr. Monette was appointed Assistant Deputy Minister, Corporate Services at Environment Canada in Ottawa, where he was responsible for the finance, IM/IT and administration functions of the department.
In 2000 he held the position of Assistant Comptroller General and Assistant Secretary, Financial Management Policy and Analysis Sector in the Treasury Board Secretariat, where he was responsible for government-wide financial management policy and expenditure analysis.
He joined Public Works and Government Services Canada in 2001, as Assistant Deputy Minister of Government Operational Services, where he was responsible for the government's Receiver General for Canada and Paymaster General functions, as well as the department's finance, policy, and planning functions.
In 2002, Mr. Monette was appointed Assistant Deputy Minister of Operations at Public Works and Government Services Canada, where he was responsible for the provision of procurement, real property, and IM/IT services to the full spectrum of government departments and agencies.
In 2003, he was appointed Assistant Deputy Minister (Finance and Corporate Services), and the Chief Financial Officer, for the Department of National Defence.
In January 2007, Mr. Monette was appointed Associate Deputy Minister of National Defence.
Mr. Monette is a Chartered Accountant and holds a Bachelor of Science degree from Carleton University, as well as a Masters of Business Administration from the University of Ottawa. Born in Regina, he now lives in Ottawa with his wife and two children. He enjoys playing music and motorcycling.
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EVENT 4-4 : FMI WORKSHOP - Fraud from the business and personal perspective
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Louis Robertson, Cpl.,Royal Canadian Mounted Police, NCO i/c Criminal Intelligence Analytical Unit,Canadian Anti Fraud Call Center (Phonebusters)
1985-1988: Ottawa University
B.A. Social Science
1988-1989: Regina, Saskatchewan
RCMP - Depot Academy
1989-1990: Barrie, Ontario
General Investigation Section.
1990-1993: Toronto, Ontario
Executive Diplomatic Section - VIP
1993-2005: Cornwall, Ontario
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Customs and Excises - Anti-Smuggling Unit. (1993 to 1996)
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Federal Enforcement Section and Drugs. (1996 to 2002)
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Seconded to the Akwasasne Mohawk Police. (2002 to 2003)
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Seconded to the Cornwall Community Police Service. Major Crime Division. (2003 to 2004)
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Federal Enforcement Section. (2004 to 2005)
Twelve (12) years in JFO’s, long and short term investigations. Experience in Part VI investigations, Search Warrants (Criminal Code, DNA, etc), Affidavits, Agents, Confidential Informants, Development of Intelligence, Organized Crime (T.O.C., Native, Asian, H.A.), Customs and Excises, Drugs, Immigration, General Investigations. Expert in marihuana.
Teacher at St-Lawrence College and Cité Collégialle - Police Foundations (2001-2005): Developed the program for criminology, criminal code and federal statutes courses.
September 2005 to date: North Bay, Ontario
§ Canadian Anti-Fraud Call Center (Phonebusters), NCO i/c Criminal Intelligence Analytical Unit - Managing the RCMP civilian employees, telephone complaint takers assigned to the CAFCC. Developing, planning, organizing and monitoring the RCMP Call Centre Program. Overseeing the Units ability to research and identify economic crime trends from data obtained from Internet, mail and telephone complaints. Exploring and identifying crime prevention strategies and assisting in the development and expansion of the program.
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EVENT 4-4 : FMI WORKSHOP - Fraud from the business and personal perspective
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Roch Huppé, Director General, Budgeting, Planning and Resource Management Bureau,Foreign Affairs and International Trade Canada
Roch Huppé is the Director General, Budgeting, Planning and Resource Management at the department of Foreign Affairs and International Trade, prior to this he held the position of Director General, Financial Operations, Public Works and Government Services Canada from September 2005 to July 2008. Part of his responsibilities in these positions include supporting the Chief Financial Officer position in ensuring that departmental finances are managed with both prudence and probity, within the financial control frameworks of the Government of Canada (GoC) and the department. The Finance function of these departments oversees the development and implementation of a Financial Management Framework that sets out standards and expectations for sound financial management and control across the department.
Mr. Huppé began his career in the federal public service in the department of Foreign Affairs and International Trade where he held various positions within the Financial Services Division. He then joined the department of Citizenship and Immigration (CIC) as Deputy Director, Revenue Accounting. Following his experience at CIC, he went on to work as a Senior Policy Analyst with the Office of the Comptroller General at the Treasury Board Secretariat (TBS). His experience with TBS in managing the previous travel card program and his involvement with the development of the current travel card program led him to his next position of Director of Client Engagement with the Shared Travel Services Initiative (STSI). He then returned to the financial field as Director of Policies and Procedures at PWGSC in May 2005.
Mr. Huppé holds a Bachelor’s degree in Finance from the Université du Québec en Outaouais, and a Masters in Public Administration from l’École nationale d’administration publique de Gatineau. He is also a Certified General Accountant.
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EVENT 4-4 : FMI WORKSHOP - Fraud from the business and personal perspective
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Jack Martin, CA, CISA, KPMG Forensic
Mr. Martin is a Senior Manager in KPMG’s Forensic practice, where he currently provides Forensic and E-Discovery services to numerous business clients from around the world.
Prior to joining KPMG, Mr. Martin worked for 9 years at another Big 4 accounting firm where he performed financial audits and provided IT advisory services.
Mr. Martin is considered a leader in information management and analysis services, and has designed complex audit procedures and computer assisted audit techniques that were used as expert testimony for litigation support, as well as for fraud investigation and dispute services mandates.
Mr. Martin is a Chartered Accountant and a member of the Ordre des Comptables Agréés du Québec. He also is a Certified Information System Auditor (CISA).
Mr. Martin is a graduate of Concordia University, where he received a Bachelor of Commerce with a Major in Accountancy (with Distinction) and a Diploma in Chartered Accountancy from the John Molson School of Business.
Mr. Martin is currently a part-time lecturer at the John Molson School of Business, where he teaches IT Auditing in the Graduate Diploma in Chartered Accountancy program.