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Doug Lloyd, Executive Director
Financial System Authority
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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 the chair of the board of the National Institute on Biomass, Renewable and Clean Technologies, and was until recently both a trustee on the Ottawa Board of Education, and the President and Chair of the Board of the provincial crown agency responsible for education transportation in the national capital/eastern Ontario region.
Doug has an MBA from the University of Ottawa, holds a CMA, a CMC and a PMP designation. He is in process of completing a PhD in Public Administration specializing in building high performing teams using intergenerational techniques. A subject he lectures on frequently to universities, colleges and professional associations.
Date: February 2, 2012
Time: 8:30 am to 12:00 pm
Location: UBC Robson Square (Room 400), 800 Robson Street, Vancouver, BC
Personal Financial Management
December 7, 2011
8:00 am to 12:00 pm
SFU Harbour Center, 515 West Hastings Street, Vancouver, BC (1325 Axa Pacific Conference Room)
Lorenzo Pederzani, CFP, FCSI, FMA is an Investment Advisor, Certified Financial Planner with Dundee Wealth Inc. With over 10 years of financial service experience, Lorenzo has built a planning practice by sharing his knowledge and passion for financial education with his clients.
Seven years ago, Lorenzo and his colleague created a series of courses designed to improve financial literacy by bringing financial education into the workplace. Now in its eighth year, Lorenzo is proud that this program has delivered more than 200 courses in 65 companies across the Lower Mainland.
Prior to becoming a financial planner, Lorenzo gained valuable experience growing and restructuring a $7 million company in his role as VP Finance & Operation.
Lorenzo then moved on to accept a position in New York City with Mellon Investor Services as a Business Analyst in the financial services division of this prestigious US bank. After living through the events of September 11th, Lorenzo returned to his native Vancouver to launch a private wealth management practice.
Andrew Chowne, BA is an Investment Advisor with Dundee Wealth Inc. Andrew deeply values the connection he shares with his clients. Working with his clients to help them determine their financial and life goals, which then become the basis for creating and maintaining an effective financial plan is what really excites him about his line of work.
After graduating from UBC, Andrew worked with a variety of small and large local businesses before deciding to turn his interest in financial planning into a career. He joined Great Pacific Management, which ultimately became part of DundeeWealth, in 1994.
Andrew has completed the Professional Financial Planning Course through CSI (Canadian Securities Institute) and is a Level 2 licensed Life Insurance Agent with Dundee Insurance Agengy Ltd.
Capacity Building & Community Development
October 20, 2011
8:30 am to 12:00 pm
UBC Robson Square HSBC Hall (Room 680)
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Juliet has held various financial controllership roles including the Deputy Financial Officer of the NATO Security Investment Program in Brussels, Belgium; Director of Finance for a mid-sized hospital in Cold Lake, Alberta; and Controller for an oil and gas company in Calgary.
Juliet grew up in Calgary, Alberta and obtained her Bachelor of Commerce degree from the University of Calgary and her Chartered Accountant designation from the Institute of Chartered Accountants of Alberta. She very much enjoys living in the NCR with her family.
2010-2011 FMI EVENTS
A Discussion of Current Initiatives Facing the Financial Management Community & An Inside Perspective of the Property Assessment System in BC
May 4, 2011
8:00 am to 12:00 pm
USB Robson Square HSBC Hall (Room 680)
Jean Laporte is currently the Chief Operating Officer at the Transportation Safety Board of Canada, thefederal government agency which conducts independent accident investigations into selectedaccidents and incidents in the marine, rail, air and pipeline modes of transportation. Prior to beingappointed as COO, Jean worked a total of 25 years in a variety of positions with progressively moreresponsibilities, including the Chief Financial Officer position which he occupied for a period of 9years. Jean has also worked at the Treasury Board Secretariat and at Revenue Canada – Customsand Excise. He is a graduate of the University of Ottawa and a Certified General Accountant.
In 2007, Jean was awarded a Fellowship by the CGA Association of Canada for his contribution to theaccounting profession.Jean is a member of the Financial Management Institute of Canada and served as its NationalPresident. He is also actively involved in the CGA Association of Ontario. He is a frequent speakerin various professional development forums and offers a unique and candid presentation stylesomewhat uncommon for a senior public service official.
Rick McMahon, currently works for BC Assessment in Victoria and is DeputyAssessor of the Capital Region. In addition to managing the residential and institutional property portfolio in Greater Victoria, over the past two years Rick hasbeen spearheading Corporate green initiatives to coincide with the Province of BritishColumbia’s Climate Action plan to reduce green house emissions and be Carbon Neutral.
Rick provided us with an overview of the Property Assessment system in British Columbia. Rick highlighted the role BC Assessment plays within the real property taxation system in British Columbia. A brief comparison to other taxing jurisdictions was also presented.
Triple Your
February 23, 2011
8:00 am to 12:00 pm
SFU Harbour Center, Room 1700 Labatt Hall
Speaker: Terry Small
You can read fast!...and you can remember more!
Do you have enough time to read? Are you tired of feeling info-whelmed? Too many emails? Have you ever finished a page and asked yourself, "What did I just read?"
Chances are, you are reading far below your capabilities. In the upcoming FMI session, Terry Small will help you quickly, easily, and dramatically improve speed and comprehension. Using the latest discoveries about the brain and learning, Terry has trained over 150,000 people. In addition, vocabulary enrichment will be stressed. Invest in yourself! Knowledge is power! Learning has never been more important.
Even if you consider yourself a hopelessly 'slow reader', this time tested seminar will work for you. At last, a speed reading program that works!
SMART: Saving Money Advancing Retirement Transition
January 26, 2011
8:00 am to 12:00 pm
SFU Harbour Center, Room 2945 McLean Management Studies Lab
Speaker: Gary Krogfoss, CMA
Would you like to improve your financial situation?
Topics discussed at the upcoming FMI event will include the following:
- General Retirement - facts and stats
- Your Pension - basic overview
- The Retirement Payment Cycle
- Opening your eyes to wiser Investing
- Tax Tips - simple money savers
- Consumer Tips
- Estate planning - do's and don'ts
- Your Retirement Reality - crunching your own numbers
By the end of the seminar you will come out with a number of ideas on how to improve your current financial situation. Money saving tips/ideas will undoubtedly help you transition into retirement with more confidence and vision. You will also have started your solid financial plan to get you there.
Personal Emergency Preparedness
November 16, 2010
8:00 am to 12:00 pm
SFU Harbour Center, Room 2945 McLean Management Studies Lab
Speaker: DJ Lawrence, Regional Security Officer, DFO
Emergencies and disasters can happen with little or no warning. Being prepared could save your life or the lives of others and significantly improve your quality of living in the aftermath. DJ Lawrence will join us to teach you to be prepared for any type of emergency or disaster you may be faced with. You will learn personal and family preparedness, how to develop a family emergency plan, how to perform a “home hazard hunt”, what infrastructure will still be operational, and how to reconnect with family after an event.
Cambodian Relief Work
A Government of Canada employee working in
Passing the Torch – Going For Gold
September 28 – 29, 2010
River Rock Resort and Conference Centre, Richmond
The Financial Management Institute (fmi*igf) has been providing educational opportunities, information exchange platforms and incomparable chances to network with colleagues, industry leaders and corporate suppliers for over 20 years.
The Vancouver Chapter would like to take this opportunity to invite you to our 2010 2-day Professional Development Event. The theme of the event is excellence – not just in what we do but in who we are as well. This focus on excellence can make a difference between thriving and surviving in challenging times such as these. In putting together the agenda, we worked hard to provide access to high profile, informative speakers and have some great choices in topics.
During the two days of this workshop experts in public sector management will be able to gain valuable knowledge as well as focus on excellence in their professional and personal lives. There will be an opportunity to network with colleagues, share successes, and celebrate excellence.
Day 1 Theme: High Performing Workplaces
| 08:40 – 10:00 | Key Note: Parliamentary Budget Officer, Kevin Page |
| 10:30 – 12:00 | Concurrent Sessions Stream A: High Performing Teams: Characteristics of High Performing Teams Speaker: Mark DeVolder
Stream B: High Performing Organizations: Sustainability Reporting – The Triple Bottom Line Speakers: Lynda King/ Shira Mulloy, BC Hydro
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| 13:15 – 14:30 | Concurrent Sessions Stream A:High Performing Teams: Generational Issues: Thriving in a Multi-generational Workplace Speaker: Doug Lloyd, TBS
Stream B:High Performing Organizations: The Changing Face of Internal Audit Speaker: David Coderre, TBS
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| 15:00 – 16:30 | Concurrent Sessions Stream A:High Performing Teams: Coaching & Constructive Feedback Speaker: Louanne Ralston
Stream B:High Performing Organizations: Financial System Authority Speaker: Doug Lloyd, TBS
Stream C:Values & Ethics (Qualifies for CGA PD): Ethics After Enron Speaker: Chuck Campbell |
Day 2 Theme: High Performing High Performing Individuals
| 08:40 – 10:00 | Key Note: Matt Hallat, Paralympian |
| 10:30 – 12:00 | Concurrent Sessions Stream A:The Future is Open: Technology, Open Data and the Future of Government Speaker: David Eaves
Stream B:Personal Excellence: Work-Life Balance Speaker: Dimitri de Morea
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| 13:15 – 15:15 | Concurrent Sessions Stream A:Competency Based Professional Development Speaker: Sylvie Seguin, TBS
Stream B:Transforming An Organization Through Leadership – What Makes You A Good Leader Speaker: Gail Stephens
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2009-2010 FMI EVENTS
Becoming a Tri-Athlete in Leadership
Are you up for a challenge?
FMI*IGF would hereby like to invite you to our next session scheduled
for Thursday April 15th, titled "Becoming a Tri-Athlete in Leadership"
and presented by Monique Clairoux.
Monique will provide an overview of what her group at the Office of
the Comptroller General has created to support the development of
Chief Audit Executives within the Federal Government.
Her presentation will focus on the following three key challenges:
- development and nurturing of relationships with senior officials,
- provision of an oversight role and strategic advice, and
- delivery of a robust audit plan and quality assurance program.
Date: April 15th, 2010
Time: 8:00 am to 10:00 am
Speaker: Monique Clairoux
Location: UBC Robson Square Room C475
Your Brain At Work – “Making the Science of Cognitive Fitness Work for YOU!”
The next FMI session is titled "Your Brain at Work - Making The
Science Of Cognitive Fitness Work For YOU! " and will be presented by
Terry Small on Thursday January 14th, 2009 at
session will give you the tools to boost your brain power, improve
your thinking, and improve your health. It is based on the latest
cutting-edge neuroscience research and the session is packed with
tips, stories, ideas, and strategies to help you improve your greatest
asset...your brain!
Date: January 14, 2010
Time: 8:30 am to 12:00 pm
Speaker: Terry Small
Location:
The World Healthy Living Pledge / Vancouver 2010: How are you getting to places?
Our session will start off with “The World Healthy Living Pledge” presented by Annamay Pierse, an Olympic Medal winner and an ActNow BC Ambassador.
Frankie Kirby, Program Manager for Transportation Demand Management at Translink, will also join us to discuss the TravelSmart outreach program. TravelSmart’s goal is to encourage behaviour change in Metro Vancouver by promoting programs that offer alternatives to driving alone.
Date: December 9, 2009
Time: 8:30 am to 12:00 pm
Speakers: Annamay Pierse, Olympic Athlete & ActNow BC Ambassador
Frankie Kirby, Program Manager, Translink
Location: UBC Robson Square Room C680 HSBC Hall
Would you like to hear of some of the threats to your security in your
home, workplace, and through the internet? Would you like to educate
yourself on how to minimize these threats?
Topics discussed at this event will include the following:
- Internet Based Threats - scams, identity theft, social networking, and protection of children and seniors.
- Home Security and Safety - security hardware, neighbourhood watch,
- Workplace Security- I.D. cards, protecting information (storage, marking, transmitting), I.T. security, finance and real property security considerations.
Date: October 6, 2009
Time: 8:00 am to 11:00 am
Speaker: DJ Lawrence, BA, Regional Security Officer, DFO
Location:
