Keynote Speaker:

Richard Worzel
(Canada’s Leading Futurist)

Leading forecaster and futurist Richard Worzel challenges organizations to examine the future and plan for it. Changes in politics, technology, leadership, demographics and economics are altering the face and pace of business. Those who are prepared will prosper, while most organizations will flounder or fall by the wayside.  Richard Worzel can equip your organization with the ability to understand the changes to be faced in the years ahead, and the tools to leverage those changes to revolutionize and dominate your industry.

Quarterly Reporting – What Canadians need

There is a reason publicly traded companies must release accurate quarterly financial reports:  Investors have the right to that information and can make choices based on these reports and monitor and assess a company's performance.  In Bill S-217, Senator Hugh Segal makes the case that Canadian taxpayers have the same right with respect to their federal government.

Speaker:
Hugh Segal,
Honourable Senator, Senate of Canada

Policy Suite Renewal and you

Upon implementation of the Office of the Comptroller General Financial Management Policy Suite Renewal Initiative, managers and employees will need to be aware of the requirements contained in the new policy instruments and comply with them in conducting their every day business activities.  Are you prepared?  For some practical insight, join us and learn about the work, currently under way at PWGSC, aimed at ensuring continued alignment and compliance with government policy once the new instruments become effective.

Speaker:
Roch Huppé, Director General,
Financial Operations Public Works and Government Services Canada

Presentation

Digitization – Paperless and efficient

This presentation will show, through the use of customer stories and demonstrations, the automation of the Invoice Approval Process within an organization.  We will show how incoming supplier invoices are digitized, how the information necessary to process them is automatically extracted and matched to the appropriate Purchase Orders, then automatically routed, controlled and monitored through a structured Approval Process and finally electronically signed and forwarded to the Payment Process. 

Speaker:
John Kay, Senior Account Executive, Connectis Group

Presentation

Expenditure Management System (EMS): the nature of the beast

The federal government’s Expenditure Management System operates in an ever-changing environment.  Those who make the system function must deal not only with economic and fiscal pressures, but with key players that change and whose priorities shift and often compete.  Mike Joyce, will provide his perspective on how EMS has adapted and evolved over the years as well as an assessment of issues facing departments and central agencies as they enter EMS’s most recent incarnation.

Speaker:
Mike Joyce,
Adjunct Professor at Queen's University - School of Policy Studies

EMS - Where it should be heading

The Expenditure Management System (EMS) is the framework for identification and implementation of the Government's spending plans and priorities. TBS, in collaboration with PCO and other stakeholders have recently undertaken a fundamental reassessment of the expenditure planning, budgeting and decision making process of the government of Canada. This discussion panel will provide different perspectives - from departmental to central agencies - on the renewal of the Expenditure Management System.

Panalists:
David Moloney, Assistant Secretary
Treasury Board of Canada,
Secretariat EMS - Assistant Secretary's Office

Kevin J. Lindsay, Chief Financial Officer Industry Canada

EMS - Strategic Reviews

An important element of the new Expenditure Management System is the review of departmental spending to determine whether programs are achieving their intended results, are efficiently managed and are aligned with the Government's priorities. The first of these reviews are underway. Wilma Vreeswijk will outline the overall process for the reviews, addressing roles and responsibilities, the mechanics of the reviews and the timelines and providing her assessment of the lessons learned to date.

Speaker:
Wilma Vreeswijk, Deputy Assistant Secretary,
Treasury Board of Canada,
Secretariat EMS - Deputy Secretary's Office

Enterprise Management in the Government of Canada

Enterprise Management (EM) is becoming a government focus as we seek to manage resources holistically to achieve strategic results.   This session will explore the Government of Canada’s (GC) move in the direction of Enterprise Management.

The Central Agency perspective will address EM as a concept and how that concept is being approached from a GC basis.  The discussion will include insight into where the GC is going and what path will be taken to get to the level of EM that is envisioned.  The Office of the Comptroller General will also discuss the implications of EM within the CFO function.

PWGSC will discuss their role in enabling Enterprise Management for all departments.

Speaker:
Barbara Kieley, Assistant Secretary, Transformation Alignment Office of the Treasury Board’s Secretariat

Presentation

John Morgan, Assistant Comptroller General, Financial Management and Analysis Sector, Office of the Comptroller General of Canada

Presentation

Nancy Desormeau, Director General, Business and Financial Alignment Projects, Public Works and Government Services Canada

Presentation

What's hot - Business practices in the industry

TQM, BPR, BPM and Six Sigma are management practices and methodologies employed in some of the most successful companies. Now come and get the pulse of what business practices are attracting the attention of large complex organizations to help them better manage their enterprises.

An industry expert from a leading research firm will share with us current and emerging management trends in this exciting field of corporate management.

Speaker:
Mathew Soong
VP & Managing Partner, Gartner Consulting

Presentation

Real world experiences

Join us as our guest speakers share their practical experiences with the implementation and management of enterprise management business practices and solutions. 

The session will include representatives from two departments with hands on experience that will provide you with important lessons learned as you plan your move to enterprise solutions.

Speaker:
Michael Corbett, A/Senior Director, Shared Travel Services Initiative, Public Works and Government Services Canada

Presentation

Robert Gauthier, Manager of Systems and Policies, Justice Canada

Presentation

Mark Perlman, Executive Director Corporate Management Systems, Royal Canadian Mounted Police

Michel McGee, Program Director, IFMS Program Office, PWGSC

Presentation

The CFO Role: Evolving Expectations

The role of the departmental Chief Financial Officers (CFO) / Senior Financial Officers (SFO) / Senior Full-Time Financial Officers (SFFO) is now much more prominent due to the increased expectations for accountability and transparency. This session provides an opportunity to hear two perspectives on the challenges and expectations facing CFO’s in today’s world, including the changing dynamics of the interface with parliamentary committees.

Speakers:
C.E.S. (Ned) Franks, Professor Emeritus, Queen’s University
James R. Mitchell, Partner, Sussex Circle

NOTE: Participation in this session is restricted to Chief Financial Officers (CFO), Senior Financial Officers (SFO) and Senior Full-Time Financial Officers (SFFO) only.

The CFO Role: Evolving Expectations

The role of the departmental Chief Financial Officers (CFO) will evolve significantly over the next few years as the new financial management policy framework is implemented. This session provides an opportunity to hear the perspective of an experienced CFO on the challenges and expectations facing this community, as well as some practical tips for success.

Speaker:
Samuel T. Mok, Retired CFO, U.S. Department of Labour, National President Elect, Association of Government Accountants, U.S.

Note: Participation in this session is restricted to Chief Financial Officers (CFO), Senior Financial Officers (SFO) and Senior Full-Time Financial Officers (SFFO) only.

Combining the Audited Financial Statements, Holistic Opinion and Statement of Internal Control

In this workshop you will learn more about the requirements for audited departmental financial statements and the Statement on Internal Control and how a key requirement of the Internal Audit Policy can be addressed in a coordinated approach that will help achieve an efficient and effective implementation of each requirement.

Also you will find out the approach taken by Health Canada's to implement an internal control framework for financial reporting as well as, lessons learned. Workshop participants will work through a case study focused on internal control processes, find out about what is needed for a holistic opinion and participate in a panel discussion.

The Policy on Internal Audit requires the Chief Audit Executive to provide annual holistic opinions to deputy heads and audit committees on the effectiveness and adequacy of risk management, control and governance processes in their departments, as well as, reporting on individual risk-based audits. The renewed financial management policies are expected to include requirements that senior departmental officials, including the CFO approve and sign-off on statements of internal control.

Workshop presenters and facilitators include the following:

Mr. Bernie Geiger,
Director Financial Policy Renewal, Office of the Comptroller General, TBS,
Brian Bost
Partner KPMG Ottawa, Risk Advisory Services,
Andrew Newman
Partner KPMG Ottawa, Assurance Services, and
Mr. Marc-André Audette
Director, Internal Control Division, Health Canada.

President's Reception - All are invited

The FMI President's Reception is combined with the FORD/IARD graduation reception. The reception will be a great opportunity for the entire Financial Management community to celebrate the achievements of these new members.