Development
Week 2007
perfectionnement
professionnel 2007
Speaker Biographies - Session Speakers
Honorary Chair / Keynote Speakers / Session Speakers
Day 1 - Event 1-1 Internal Audit
Risk Management – From Enterprise Risk Management (ERM) to Risk-Based Internal Audit Planning
John R.S. Fraser,
C.A., F.C.C.A., C.I.S.A., C.I.A.
Vice President, Internal Audit and Chief Risk Officer Hydro One Inc.
John Fraser has worked at Hydro One since April 1999 and has over 30 years experience in the risk and control field, including areas such as fraud, derivatives, safety, environmental, computers and operations. Prior to joining Hydro One, Mr. Fraser was:
- Senior Vice President, Quality Assurance, at Newcourt Credit Group Inc. (equipment leasing),
- Director, Internal Audit, at Scott’s Hospitality Inc. (fast food, school buses and hotels),
- Vice President, Investment Banking Auditing, Canadian Imperial Bank of Commerce, where he pioneered the auditing of financial derivatives in the early 1990’s,
- Vice President and Director, Wood Gundy Inc. (investment dealer), and
- Senior Computer Audit Manager, Coopers and Lybrand, Chartered Accountants, where he pioneered computer auditing in the 1970’s.
John co-authored the Investment Dealers Association’s book “Internal Control Guidelines”, was a project author of the CICA book “Information Technology Control Guidelines – 3rd edition”, and co-authored the Conference Board of Canada Case Study “Enterprise Risk Management at Hydro One Inc” and a recent academic paper published in the Journal of Applied Corporate Finance on enterprise risk management.
Chair, Advisory Committee for the Strategic Risk Council of the Conference Board of Canada. Member of the Risk Management and Governance Board of the Canadian Institute of Chartered Accountants and advisor and co-author of the CICA’s recent publications “20 Questions Directors should ask about Risk” and “20 Questions Directors should ask about Internal Audit”.
The New TB Policy in Internal Audit – the Implementation Journey: Challenges, Opportunities and Lessons Learned
Brian Aiken,
CIA, CFE
Chief Audit Executive,
Royal Canadian Mounted Policy
In 2001, Mr. Aiken joined the Royal Canadian Mounted Police to revamp the Internal Audit function, where he is the Chief Audit Executive in the Internal Audit, Evaluation and Review group. He has a Bachelor’s of Business Administration, is a Certified Internal Auditor (CIA) and a Certified Fraud Examiner (CFE).
Mr. Aiken joined the Government of Canada as a FORD trainee in the Office of the Comptroller General in 1978. In 1980, he moved to the private sector and worked in various positions in the fields of financial business systems analysis.
From 1986 to 2001, Mr. Aiken held a variety of management positions at the Bank of Canada in Financial Systems, Strategic Planning, Corporate Security and Internal Audit.
Mr. Aiken is a Canadian Council Board Member of the Institute of Internal Auditors; sits on the Government Relations Committee of the Institute of Internal Auditors International; is a member of the Association of Certified Fraud Examiners; and is a member of the Senior Advisory Committee, Internal Audit of the Office of the Comptroller General, Treasury Board Secretariat.
The New TB Policy in Internal Audit – the Implementation Journey: Challenges, Opportunities and Lessons Learned
Tom Beaver,
Chief Audit Executive, Canadian Food Inspection Agency
Tom Beaver is a member of the Canadian Food Inspection Agency’s (CFIA) Executive Committee with responsibility for audit, evaluation, and risk oversight. Mr. Beaver is also CFIA’s Integrity Officer.
Mr. Beaver was a member of the development and implementation team responsible for setting up the CFIA in 1997. He developed the current federal accountability framework for food safety and inspection (roles and responsibilities) and directed the drafting of the Canadian Food Inspection Agency Act.
Mr. Beaver holds an Arts degree from St. Thomas University specializing in research methodology and post graduate studies from the University of Guelph specializing in regional planning and social indicators research.
Mr. Beaver has worked in a wide range of public policy areas and for a number of public and private enterprises including the Office of the Auditor General, Veterans Affairs Canada, Industry Canada, DPA Consulting Ltd., and the University of Guelph.
Tom Beaver is a member of the Canadian Food Inspection Agency’s (CFIA) Executive Committee with responsibility for audit, evaluation, and risk oversight. Mr. Beaver is also CFIA’s Integrity Officer.
Mr. Beaver was a member of the development and implementation team responsible for setting up the CFIA in 1997. He developed the current federal accountability framework for food safety and inspection (roles and responsibilities) and directed the drafting of the Canadian Food Inspection Agency Act.
Mr. Beaver holds an Arts degree from St. Thomas University specializing in research methodology and post graduate studies from the University of Guelph specializing in regional planning and social indicators research.
Mr. Beaver has worked in a wide range of public policy areas and for a number of public and private enterprises including the Office of the Auditor General, Veterans Affairs Canada, Industry Canada, DPA Consulting Ltd., and the University of Guelph.
The New TB Policy in Internal Audit – the Implementation Journey: Challenges, Opportunities and Lessons Learned
Peter Everson,
M.A, MBA
Chief Audit Executive
Industry Canada
Peter Everson has been Director General, Audit and Evaluation at Industry Canada since 2005. As its Chief Audit Executive, he has overseen a significant and successful expansion of the department's audit capacity to meet TB Policy and federal accountability requirements. Peter is also the Senior Officer for Internal Disclosure.
Prior to joining Industry Canada, Peter spent over 14 years experience in progressively more responsible positions at Consulting and Audit Canada. He worked with senior public sector executives in over 30 federal departments and international agencies on a wide variety of on policy, operational and performance assignments. He started his federal career as a Scientist with National Defence.
Peter received his Bachelor's degree from the University of Victoria (1979), a Masters Degree (1981) and a Masters of Business Administration (1983) both from the University of Alberta.
The Pathway to the Certified Internal Audit (CIA) Designation
Luc Lavoie,
MBA, CGA
Executive Director IIA Canada
Mr. Lavoie was appointed executive director of IIA Canada in January 2007. His main task is to establish the Canadian office of the Institute of Internal Auditors (IIA), located in Altamonte Springs, Florida. He reports directly to Dave Richards, President of IIA Global. He works closely with the Canadian Council president, Mr. Olivier Lecat, Senior Vice-President, Internal Audit, National Bank of Canada, and members of the council. The latter is represented by leaders of the internal audit profession from across Canada and the council sets priorities of the IIA Canada.
Before joining the IIA, Mr. Lavoie was Senior Manager, Treasury Compliance at National Bank of Canada. He also was the Director of Internal Audit at Microcell Telecommunications (Fido) for over five years before that. He has held various positions in internal auditing and in planning functions for many different organizations, both in the private and the public sector, including ten years at the Commission des valeurs mobilières du Québec (now known as L’Autorité des marchés financiers) where he oversaw the implementation of a program to assess effectiveness based on the effectiveness reporting framework developed by the Canadian Comprehensive Auditing Foundation (the 12 attributes of effectiveness).
Mr. Lavoie has been a very active member of the Montréal Chapter of the Institute of Internal Auditors, including as editor of the chapter newsletter and member of the board of directors for many years.
Return to Event 1 - 1: The Pathway to the Certified Internal Audit (CIA) Designation
Day 1 - Event 1-2: Issues of the Day
Role of the CFO and Accountability
Mike Hawkes
Mike Hawkes was appointed the Chief Financial Officer (CFO), Public Works and Government Services Canada (PWGSC) in September 2006. As the CFO, he is accountable for 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 Branch, which he leads, provides professional financial management advice and guidance to all branches of PWGSC as well as operational accounting and reporting services. It also oversees the development and implementation of a new Financial Management Framework.
Mr. Hawkes started his Public Service career in the Department of External Affairs and then in senior level positions in Public Works Canada and Fisheries and Oceans Canada. In June 2002, he returned to PWGSC as Director General, Strategic Management, Real Property Branch and in January 2004 joined the Finance, Accounting, Banking and Compensation Branch as the Director General of Financial Management. In June 2005, he was assigned to the position of Chief Financial Officer at Public Works and Government Services Canada.
Mr. Hawkes holds a Bachelor of Science degree from Carleton University in Ottawa and is a Certified Management Accountant.
Return to Event 1 - 2: Role of the CFO and Accountability
Accrual-based Budgeting - A Departmental Perspective
Rear Admiral Bryn Weadon
Born in Barton-on-Sea, England in 1957, Rear Admiral Bryn Weadon emigrated to Canada in 1965. He enroled in the Canadian Forces in 1974 to attend Military College and graduated from the Collège Militaire Royal de Saint-Jean with a degree in Business Administration in 1979. Rear Admiral Weadon has served as the Supply Officer of HMCS NIPIGON, the First Canadian Submarine Squadron and HMCS ALGONQUIN. He was the Senior Logistics Officer for Maritime Forces Atlantic, Canada’s East Coast Navy, and the Commander Canadian Forces Recruiting Group, responsible for all Canadian Forces recruiting activities. Rear Admiral Weadon was a Section Head in the Directorate of Costing Services at National Defence Headquarters, Comptroller for the Navy, and the Director General Financial Management and Senior Full-time Financial Officer for the Department of National Defence and the Canadian Forces. He was promoted to his present rank in April 2006 and assumed his current position as Assistant Deputy minister Finance and Corporate Services and Senior Finance Officer for National Defence in February 2007. Rear Admiral Weadon was awarded his designation as a Certified Management Accountant in 1986 and Professional Logistics Designation in 2000. He currently serves as a National Director of the Logistics Institute. He is a graduate of both the Advanced Military Studies Course and National Security Studies Courses.
Return to Event 1 - 2: Accrual-based Budgeting - A Departmental Perspective
Implementing the new internal audit policy
Yves Vaillancourt
A/Executive Director, Treasury Board of Canada Secretariat, Horizontal Audits
Yves Vaillancourt joined the Comptroller General’s Office as Director of Horizontal Audits of LDAs in June 2006. He is currently A/Executive Director (Directeur exécutif int), SDA&LDA Horizontal Audits (Vérifications horizontales des PMO&GMO), Internal Audit Sector (Secteur de la vérification interne), Office of the Comptroller General (Bureau du contrôleur général) responsible for horizontal auditing in both Small Departments and Agencies and Large Departments and Agencies. A career public servant, Mr. Vaillancourt has worked in Policy and Operations, Line and Staff, small and large departments including HRDC, Fisheries and Oceans, FINTRAC and the Treasury Board Secretariat. He holds an undergraduate degree in Public Administration and a Masters in Business Administration.
Return to Event 1 - 2: Implementing the new internal audit policy
Implementing the new internal audit policy
Elizabeth Murphy-Walsh
Elizabeth Murphy-Walsh was born in New Brunswick and attended the University of New Brunswick, where she obtained an Honours degree in Political Science. She pursued her studies at Dalhousie University, completing a Master of Public Administration, and has a Certificate in Financial Management.
She started her career in the federal public service as an auditor, working for a number of different departments as well as in the Office of the Comptroller General in the early 90’s. Elizabeth was the past Director of the Audit and Evaluation Branch at Environment Canada; she also worked at the Treasury Board Secretariat as Senior Director of Capacity Building and Reporting where she was responsible for developing a learning agenda in Modern Comptrollership and tracking the results of the initiative, which has now developed into the Management Accountability Framework.
Elizabeth also has extensive experience in Evaluation and is the past Executive Director, Evaluation Operations at the Department of National Defence (DND). She took on the responsibilities of Director General Audit and Evaluation at Human Resources and Skills Development in 2005, and was subsequently appointed as Chief Audit Executive.
Return to Event 1 - 2: Implementing the new internal audit policy
Implementing the new internal audit policy
Amipal Manchanda
Director General, Citizenship and Immigration Canada, Office of Internal Audit and Accountability
Amipal Manchanda, C.M.A., C.A., is Director General, Internal Audit and Accountability Branch, at the Department of Citizenship and Immigration Canada since 2002. Previously, he worked for the Auditor General of Canada (1991-2002), first as Senior Auditor, then as Program Manager (Professional Practices Group) and Director. Moreover, he taught introductory to advanced level accounting and auditing courses to university and pre-professional students at Carleton University and McGill University. He also worked in Montréal as Audit Supervisor for KPMG/ Miller Hersh Chartered Accountants from 1986 to 1990.
Mr. Manchanda holds a Bachelor Degree in Commerce and a Graduate Diploma in Public Accountancy from McGill University. He also completed the Executive Management Development Program at Simon Fraser University, British Columbia, in 2002. He is particularly interested in all areas of business, especially financial planning, and is the President of the Institute of Internal Auditors (Ottawa Chapter).
Mr. Manchanda is a member of the Board of Directors of SCO Health Service, a member of the Executive Committee, and Chair of the Quality Management & Mission Effectiveness Committee.Return to Event 1 - 2: Implementing the new internal audit policy
Day 1 - Event 1-3: Information Management
The State of the Future: Emerging High-impact Technologies
Leo Marland
Leo Marland is the Public Sector CTO for IBM Canada's Services business in Canada, focused on the technical quality of proposals and solution delivery to clients in Government, Health and Education. Leo has experience as lead architect on both implementation and enterprise architecture engagements for clients in public and private sector and twenty-five years of technical and management experience with IBM. He combines technical insight with a consistently successful delivery record in both product development and client engagements. He is a frequent speaker on both information technology and software engineering. He is an IBM Distinguished Engineer and a member of the IBM Academy of Technology.
Return to Event 1 - 3: The State of the Future: Emerging High-impact Technologies
What a Financial Officer needs to know about realizing value from IT investments?
Richard Brisebois,
CGA, CISA
Richard Brisebois is Principal, IT Audit Services at the Office of the Auditor General of Canada. He is the author of several performance audit chapters including the Government-wide audit on the management of large IT projects Information Technology Security tabled in Parliament in November 2006.
Richard earned a Bachelor of Commerce degree from Ottawa University in 1977, became a Certified General Accountant (CGA) in 1980 and a Certified Information System Auditor (CISA) in 1998. He was the Chairman of the international CISA Certification Board from 2004 to 2007. He also represents Canada on the INTOSAI IT committee where he leads the IT governance working group.
Information Privacy: The Secrets You Need to Know
Trevor Shaw,
CA, CMC
Trevor Shaw is a Chartered Accountant and Certified Management Consultant.
For 30 years he has been auditing Canadian government departments and agencies at both the federal and provincial levels. The range of his work includes:
- Assessing systems for governance, accountability, financial management and control.
- Attesting to the fairness of financial statements and assessing compliance with authorities.
- Reporting on the reliability of performance reports.
- Privacy auditing and review of privacy impact assessments
Trevor was appointed in December 2004 as acting Director General for the Audit & Review Branch of Office of the Privacy Commissioner of Canada. Reporting to the Commissioner, he is responsible for developing the audit capacity and capabilities of the OPC and leading audits of federal departments and agencies for compliance with the Privacy Act as well as private sector entities subject to the Personal Information Protection and Electronics Documents Act. His Branch is also responsible for reviewing Privacy Impact Assessments completed by federal departments and agencies.
As a principal with the Office of the Auditor General of Canada, Trevor conducted performance audits of many federal government programs. These includes entities such as the Office of Governor General of Canada, Treasury Board Secretariat, Statistics Canada, Canadian Dairy Commission, Health Canada, Agriculture Canada, National Defense, RCMP, Foreign Affairs and several Crown corporations. He led audits of a government-wide nature including financial management and control, travel and hospitality spending, and use of government purchasing credit cards.
His journey at the Provincial level took him into the world of health care where he examined programs operated by Alberta Health & Wellness and Provincial Regional Health Authorities of Alberta. This included examination of drug benefit programs, physician payment systems, business planning processes, and the delivery of health services by regional health authorities.
Prior to legislative auditing, Trevor was a partner in a national accounting firm where he provided audit, accounting, and tax services to clients in the National Capital Region.
Return to Event 1 - 3: Information Privacy: The Secrets You Need to Know
Day 1 - Event 1-4: International Perspectives
Citizen Centric Reporting
Relmond Van Daniker,
DBA, CPA, Executive Director, Association of Government Accountants (AGA)
Relmond Van Daniker has worked in the government financial management field for 30 years, including 26 years with associations. He is currently the executive director of AGA – the Association of Government Accountants - since October 2003. Prior to this, he spent 18 years as the Executive Director of the National Association of State Auditors, Comptrollers and Treasurers (NASACT).
Van Daniker is a past national president of the International Consortium on Governmental Financial Management (ICGFM) and was a professor of accounting at the University of Kentucky for more than 30 years.
He spent three years as assistant director with the Cost Accounting Standards Board and chaired a task force to develop and implement a new statewide accounting system for the Commonwealth of Kentucky.
Van Daniker was also the principal investigator for the National Science Foundation grant to develop generally accepted accounting principles (GAAP) for state governments.
He is a frequent contributor to financial management industry professional journals and is the co-author of 10 books and monographs. Van Daniker received AGA’s Author Award in 1983, and the AGA National President’s Award in 2001.
A native of Baltimore, MD, Van Daniker received his undergraduate degree in accounting from Loyola College, an MBA in finance and a DBA in accounting from the University of Maryland. He is a member of AGA and the AICPA.
Return to Event 1 - 4: Citizen Centric Reporting
Afghanistan Reconstruction
David Mulroney
Associate Deputy Minister of Foreign Affairs
Mr. Mulroney is currently the Associate Deputy Minister of Foreign Affairs, with particular responsibility for inter-departmental coordinator on Afghanistan coordination. In addition, he is the Prime Minister’s personal representative for the G8 Summit.
Prior to this appointment, Mr. Mulroney served as the Foreign and Defence Policy Advisor to the Prime Minister of Canada, a role that included responsibility for Security and Intelligence issues at the Privy Council Office.
A career foreign service officer, Mr. Mulroney formerly served as Assistant Deputy Minister, Bilateral Relations, in Canada’s Department of Foreign Affairs.
Mr. Mulroney has served in Canadian missions in Taipei, Kuala Lumpur, Seoul and Shanghai.
From 2001-2005, he was Canada’s Senior Official for Asia Pacific Economic Cooperation (APEC). From 1995 to 1998, he was Executive Director of the Canada China Business Council.
Mr. Mulroney graduated with a BA from the University of Toronto, where he was Governor General’s Gold Medallist in English in 1978. He participated in full time Mandarin instruction at the Canadian Forces Language School in Ottawa. He joined the Foreign Service in 1981.
Mr. Mulroney, who was born in Halifax, Nova Scotia, is married to Janet Wakely and has 3 children, Aidan, Kate and Sean. He currently serves on the President’s International Alumni Committee at the University of Toronto.
Return to Event 1 - 4: Afghanistan Reconstruction
Afghanistan Reconstruction
Stephen Wallace
Vice-President, Afghanistan, CIDA
Stephen Wallace is the Vice-President of the Afghanistan Task Force at the Canadian International Development Agency, appointed March 2007.
His career in international affairs and development cooperation includes experience with non-government organizations, fieldwork in Africa and Latin America, and over 20 years with the Canadian Federal Government.
Mr. Wallace joined CIDA in 1984. Successive positions on Africa, the Americas and multilateral affairs, interspersed with fieldwork in Central America and graduate work in business administration, led in 1994 to a secondment as policy advisor to the Special Joint Committee of Parliament Reviewing Canadian Foreign Policy. From 1995 to 1997, he was senior departmental advisor in turn to four cabinet Ministers.
From 1997 to 2001, he was a Director in CIDA’s Central and Eastern Europe Branch with special responsibility for the conflict areas of Bosnia and Kosovo. Following a two-year assignment as Director-General in CIDA’s Africa and the Middle East Branch, he was seconded for two years to the Treasury Board Secretariat as Assistant Secretary for Government Operations. Mr. Wallace returned to CIDA in 2005 as Vice-President of CIDA’s Policy Branch.
Return to Event 1 - 4: Afghanistan Reconstruction
Afghanistan Reconstruction
Brigadier-General Yvan Blondin
Brigadier-General Yvan Blondin enrolled in the Canadian Forces in 1980. An experienced CF18 pilot, Brigadier-General Blondin has served with the two fighter squadrons in Bagotville, 425 and 433, accumulating more than 3,000 flying hours in North America and Europe. He also occupied many staff positions in National Defence Headquarters in Ottawa, and the NORAD Headquarters in Colorado Springs, Colorado. Brigadier-General Blondin's Command appointments include Commanding Officer of the Canadian Operational Force in Aviano, Italy, supporting the NATO forces in the former Yugoslavia, Commanding Officer of 425 Tactical Fighter Squadron in Bagotville and Wing Commander of 3 Wing Bagotville. In 2006, he served in Kabul, Afghanistan, as Director of Staff in ISAF Headquarters for a six-month rotation. Appointed to his present rank in March 2007, Brigadier-General Blondin is currently assigned to 1 Canadian Air Division as Deputy Commander Force Generation.
Brigadier General Blondin holds an MBA from the University of Phoenix in Arizona. He is a graduate of the Canadian Forces Command and Staff College and of the United States Air Force Air War College in Maxwell, Alabama
Return to Event 1 - 4: Afghanistan Reconstruction
Afghanistan Reconstruction
Christine Walker
Director General of Finance Division
Christine Walker was appointed Director General of Finance Division at the
Canadian International Development Agency (CIDA) on February 26, 2007. Her
responsibilities include all external financial performance reporting, accounting
operations, financial risk management, financial systems and financial policy.
During her career, Ms. Walker has held a number of key positions in the private and public sectors, in Canada and abroad including: Office of the Superintendent of Financial Institutions Canada, Digital Equipment Corporation, Spar Applied Systems/DRS Technologies, Sparcraft France La Rochelle, France and Butterfield & Robinson in Toronto and in Beaune, France.
Ms. Walker is a seasoned financial executive with extensive experience in improving financial accountability and profitability, and in leading corporate planning and management reporting processes in the public and private sectors.
Ms. Walker holds a Bachelor of Arts (Finance) from University of Western Ontario (UWO), and is an accredited Certified Management Accountant (CMA).
Canadian International Development Agency (CIDA)
CIDA’s aim is to reduce poverty, promote human rights, and support sustainable development.
CIDA was established in 1968 to administer the bulk of Canada’s official development assistance (ODA) program. The measure of its success lies in its contribution to the achievement of the Millennium Development Goals (MDGs) and Canada’s broader international policy objectives.
CIDA’s priorities are poverty reduction, democratic governance, private sector development, health, basic education, equality between women and men, and environmental sustainability. These are areas in which Canadian expertise can make a difference.
CIDA works in coordination with its development partners, fragile states and countries in crisis, selected countries and regions, and the Canadian population and institutions.
Return to Event 1 - 4: Afghanistan Reconstruction
Day 1 - Event 1-5: CGA Workshop
Communicating for Results
Janet Stewart-Lussier,
CEO, NRL Group Incorporated
Janet is an expert in the field of Human Performance Technology with more than 20 years of experience in both the public and private sectors. She is a dynamic master facilitator and trainer and is a highly skilled proponent of learner-centered training. She is energetic and dedicated and has an endless thirst for innovation that translates into success for her clients.
As founder of NRL Group, Janet has assembled a team of specialists across Canada who work with organizations and their employees to identify roadblocks to performance and design solutions to resolve them. More than 10,000 employees in a wide variety of industries and job functions have participated in her participant-centered learning events.
A member of the Canadian Association of Professional Speakers (CAPS), Janet has been active in many capacities and is currently the President-Elect of the Ottawa Chapter. In addition to a number of teaching certifications, Janet has a Diploma in Adult Education from St. Francis Xavier University.
Return to Event 1 - 5: CGA Workshop: Communicating for Results
Day 2 - Event 2-1: Working of Government
Is Lobbying a bad word?
Michael Nelson
Michael Nelson was appointed Registrar of Lobbyists on a full-time basis in September, 2005. Between July 2004 and September 2005, he served as Registrar of Lobbyists concurrently with his responsibilities as Assistant Deputy Minister for the Comptrollership and Administration Sector of Industry Canada. As Senior Financial Officer for the Department, he was responsible for ensuring that departmental activities, such as financial management and contracting take place with the highest regard for the wise use of public funds and in line with the values and ethics of the public service.
Michael was a Vice President of the Public Service Commission (PSC) between 1999 and 2003, where he was responsible for corporate management and the PSC’s learning and development programs.
As Chief Executive Officer of the Canadian Forces Housing Agency between 1995 and 1999, Michael was responsible for the overall management of a Special Operating Agency that manages and maintains housing for military families.
Prior to those positions, Michael held a variety of roles, including Executive Director of a study on organization in government under former Clerk of the Privy Council Gordon Osbaldeston and Research Director of a study prior to that on accountability of Deputy Ministers.
Return to Event 2-1: Is Lobbying a bad word?
Day 2 - Event 2-2: Agenda for Results
Capacity Building and Community Development
Ann Marie Sahagian
Assistant Comptroller General, Capacity Building and Community Development
Office of the Comptroller General
Ms Ann Marie Sahagian is the Assistant Comptroller General, Capacity Building and Community Development and is responsible for leading a comprehensive federal strategy for capacity building and community development across the financial management and internal audit communities in the federal Public Service.
A career public servant, her position at the Office of the Comptroller General (OCG) is the latest in a number of senior positions that Ms Sahagian has held in the federal public service. After several years in the private sector, she joined the National Museums of Canada. Her work in the cultural sector continued through various positions in Parks Canada, National Museums and the National Archives of Canada and included work on the UNESCO archaeological excavations in Roman Carthage, Tunisia.
Ms Sahagian joined the Treasury Board Secretariat in 1988 and later, spent six years as Director at Environment Canada. She returned to the Treasury Board in 1994 as Senior Director of the Justice and Solicitor General Portfolio.
She was then appointed CEO of CORCAN, a unique special operating agency of the Correctional Services of Canada, with responsibility for the employment and training of over 2,000 federally sentenced offenders and annual business revenues of $75M. In April 1999, she accepted the position of Executive Director of Emergency Preparedness Canada.
Prior to joining the Office of the Comptroller General, Ms Sahagian was Assistant Deputy Minister, Corporate Services at the Privy Council Office. She became Assistant Comptroller General, Capacity Building and Community Development in March 2005.
Ms Sahagian is a member of the Dean’s Advisory Board for the University of Ottawa School of Management. She holds a B.Sc. from the University of Wisconsin.
Return to Event 2 - 2: Capacity Building and Community Development
Financial Statements Best Practice
Stanley Xu
Senior Manager, Corporate Accounting Canadian Food Inspection Agency
Stanley Xu holds an MBA from the University of British Columbia (UBC), and is a Certified General Accountant (CGA).
Stanley has over 10 years of experience in accounting and financial management in both public and private sectors. His present responsibilities include the CFIA audited financial statements, the Agency's accounting policies, financial controls and monitoring processes. Prior to joining the CFIA, he has held various positions with Health Canada (HC), Transport Canada (TC) and the Department of Fisheries and Oceans (DFO).
Stanley received the CFIA President's National Awards in 2006 for management excellence in preparing the audited financial statements. In 2004, he received DFO's Distinction Award for outstanding contribution towards Public Accounts submissions.
Return to Event 2 - 2: Financial Statements Best Practice
Financial Statements Best Practice
François Carrière
Manager, Corporate Accounting Canadian Food Inspection Agency
François Carrière holds a Bachelor's degree in Business Administration from the Hautes Études Commerciales of Montreal (HEC), and is a Certified Management Accountant (CMA).
François has held various positions with the CFIA, including manager of corporate accounting and accounting officer in financial controls and monitoring. He is presently responsible for the management of CFIA financial systems.
François has received several awards for his outstanding achievements in preparing the audited financial statements, which include the CFIA Vice-President Recognition and the President's National Award.
Return to Event 2 - 2: Financial Statements Best Practice
Integrated Business Planning – Will We Ever Get There?
Valerie Zinger
Director,
Integrated Planning and Reporting Branch,
Finance and Administration
Fisheries and Oceans Canada
Valerie Zinger was appointed Director, Integrated Planning and Reporting, in October 2004. Integrated Planning was identified as a special initiative in the department and related to one of the five management priorities in the Department of Fisheries and Oceans (DFO) five-year Strategic Plan. Prior to 2004, she served as Director of Recruitment and Retention at DFO and as the Director, Implementation of the Universal Classification Standard at the Treasury Board Secretariat.
Before joining the Federal Government in 1997, Valerie served in a number of positions in the Manitoba Government, including a six year period as a Treasury Board Analyst, a position as the Director for the Manitoba Income Supplement Programs and, a lengthy period as the Director of Finance and Administration reporting to the Deputy Minister of the Department of Industry, Trade and Tourism.
Ms. Zinger has a BA from the University of Winnipeg and an MBA from the University of Manitoba.
Return to Event 2 - 2: Integrated Business Planning – Will We Ever Get There?
Day 2 - Event 2-3: Le Francophile
Forbidden Friendship.and allowed
Louise Beaudoin and Liza Frulla
Political adversaries bound by a sincere friendship, Liza Frulla and Louise Beaudoin are two women of passion recognized for their achievements and their audacity. For the presentation of this conference, they have chosen a nontraditional format of exchange and discussion.
In their recent book Amitiés Interdites, Liza and Louise approach their common experience as public personalities, and women dedicated to advancing causes which are dear to their hearts. These two friends talk about events in their political careers, they speak to us about culture, safeguarding the French language, the national question, the integration of immigrants and other important issues on which they have left their mark. Meet this dynamic duo to hear their stories.
Return to Event 2 - 3: Forbidden Friendship.and allowed
Day 2 - Event 2-4: Financial Reporting
PSAB Accounting Standards Development and Update
Terry J. Corrigan,
BA, CA, MPA, Principal, Public Sector Accounting Board of the Canadian Institute of Chartered Accountants
Terry Corrigan is a Principal with the Public Sector Accounting Board (PSAB) of the Canadian Institute of Chartered Accountants (CICA).
Terry has over 18 years of experience in local government. Prior to joining the CICA he was Director of Financial Services for the City of Vancouver. Terry has also held various senior management positions with the City of London.
Return to Event 2 - 4: PSAB Accounting Standards Development and Update
The Role of Internal Control Certification at Canada Post Corporation
Clary F. Ottman,
CA, BSc., Vice President, Finance & Comptroller, Canada Post Corporation
Mr. Ottman, as Vice President, Finance & Comptroller, is responsible for all facets of financial decision making, comptrollership, financial performance measurement and reporting at Canada Post Corporation (CPC), a $7.5 billion corporation.
Mr. Ottman has laid the foundation for introduction, documentation and measurement of an internal control framework, and has also implemented and operationlized the Business Assessment and Process Management at CPC, both of which have become intrical components of CPC’s change to a process based organization.
Mr. Ottman’s 32 years of business experience, both within CPC and other firms, spans responsibilities for, and accomplishments in, the fields of; process management; business excellence and total quality management; financial stewardship; comptrollership; taxation; internal and external audit; re-engineering; treasury; finance; leadership and change management.Mr. Ottman is member of the Board of Directors and Chairman of the Audit Committee of Innovapost and member of the Board of Directors of Purolator.
Return to Event 2 - 4: The Role of Internal Control Certification at Canada Post Corporation
Departmental Audited Financial Statements and Related Financial Reporting Issues
Bill Matthews,
CA, A/Executive Director, Government Accounting Policy and Reporting, Office of the Comptroller General, Treasury Board of Canada Secretariat
Mr. Matthews is a Chartered Accountant with over 15 years of experience in accounting and financial management in both the public and private sectors. He has worked with all levels of government in Canada and with governments of several other countries on financial reporting improvement initiatives.
His present responsibilities include the Government of Canada's accounting policies, including departmental financial statements, and the consolidated financial statements of the Government of Canada.
Before joining the Treasury Board Secretariat, Mr. Matthews has been a principal with PricewaterhouseCoopers and IBM.
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Day 2 - Event 2-5:
A Leading Practice for Improving Planning and Budgeting Processes
Robert Torok
Robert
Torok is an Executive Consultant with IBM Global Business Services. He
has specialized in Cost & Performance Management for more than 15 years
and in the last 5 years has been a leader in the development of risk management
services for IBM. Rob has co-authored two articles in the Journal of
Cost Management on the subjects of planning & budgeting and the convergence
of risk & performance management, as well as co-edited a book on Activity-Based
Planning & Budgeting.
He is currently the chairman of the Risk Management Interest Group at CAM-I, the Consortium for Advanced Management-International, and is the co-author of CAM-I's forthcoming book on that topic. Rob also served as CAM-I’s Industry Chairman for 2006 and 2007.
Rob is a Chartered Accountant and holds an MBA from York University; for the past two years, he has also served with CMA Canada as a reviewer of a number of management accounting guidelines in the areas of risk management and other topics.
Return to Event 2 - 5: A Leading Practice for Improving Planning and Budgeting Processes
A Leading Practice for Improving Planning and Budgeting Processes
Luc Ladouceur, SAS Canada
Luc Ladouceur joined the Canadian Armed forces in 1977 and served for 20 years. During this period he held various positions in Finance ranging from payroll to financial management for the Army. He retired in 1997 while employed on the project team implementing SAP within the department.
He joined ABC Technologies in October of 1997. ABC Technologies was the most widely used ABC software in the world. He started as a consultant then widened his skills to include teaching and facilitating workshops.
In 2002, SAS acquired ABC Technologies and Luc transitioned over to SAS. His first role was as senior Pre-sales solution specialist, supporting SAS ABM sales across Canada.
In 2005, Luc was promoted to Manager of Pre-sales solutions specialist for the East of Canada. He still maintains an active role in supporting ABM sales and has continued to support customers post-sales with training and consulting services. Luc also supports the Caribbean office as it relates to the sale of SAS ABM.
Return to Event 2 - 5: Move the dials and improve performance and profitability
Day 3 - Event 3-1: Financial Services
Quarterly Reporting – What Canadians need
The Hon. Hugh Segal,
Senator, The Senate of Canada
The Hon. Hugh Segal was appointed to the Senate by Prime Minister Martin in the summer of 2005. A Conservative, Senator Segal has chaired the Foreign Relations and International Trade Committee of the Senate and sits on the Agriculture and Forestry and Aboriginal Affairs Committee.
Senator Segal is the non executive chair of the Walter and Duncan Gordon Foundation and the Canadian Institute for Strategic Studies, both independent non government organizations. Senior Research Fellow at the national law firm of McMillan Binch Mendelsohn, he is a Senior Fellow at the Queen’s School of Policy Studies, and Professor of Public Policy at the School of Business. He is a graduate of the University of Ottawa in Canadian History (1972) and holds an Honorary Doctorate of Law from the Royal Military College of Canada (2004).
A former Associate Secretary of the Ontario Cabinet and Chief of Staff to the Prime Minister of Canada, Senator Segal is a director of various private, public and not for profit enterprises. He is a Governor of the Kingston General Hospital and a Life Time Fellow of the Institute for Research on Public Policy. Senator Segal was made a Member of the Order of Canada in 2003, and is an Hon. Captain of the Canadian Navy.
He is married to Donna Armstrong and they make their home in Kingston. They have one daughter, Jacqueline.
Policy Suite Renewal and you
Roch Huppé,
Director General, Financial Operations
Public Works and Government Services Canada
Roch Huppé is the Director General, Financial Operations, Finance
Branch, Public Works and Government Services Canada (PWGSC) since September 2005. He supports the newly created Chief Financial Officer position (June 2005) in ensuring that departmental finances are managed with both prudence and probity, within the financial control frameworks of the Government of Canada and the department. The Finance Branch oversees the development and implementation of the PWGSC Financial Management Framework that sets out standards and expectations for sound financial management and control across PWGSC. The branch also provides professional financial management advice and guidance to all branches of PWGSC as well as operational accounting and reporting services.
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 à Hull, and a Masters in Public Administration from l’École nationale d’administration publique de Gatineau. He is also a Certified General Accountant.Return to Event 3 - 1: Policy Suite Renewal and you
Day 3 - Event 3-2: Resource Management
Expenditure Management System (EMS): the nature of the beast
Mike Joyce,
Adjunct Professor at Queen's University - School of Policy Studies
Mike Joyce is an adjunct professor in the School of Policy Studies at Queen’s University in Canada. He is currently on interchange from the Canadian federal government’s Treasury Board Secretariat where he was Senior Assistant Secretary (Senior Assistant Deputy Minister) responsible for the Secretariat’s Expenditure Management Sector.
At Queen’s Mike teaches courses on government expenditure management and budgeting in the Masters of Public Administration program. As well, he is a co-instructor for that program’s core course, Management in the Public Sector. His research interests include the impact of recent changes to the federal government’s budgeting process; government accountability to Parliament for expenditure management; and, the effectiveness of the Treasury Board Secretariat in its expenditure management role. He is a member of the Board of Advisors for the OECD Journal on Budgeting.
As Assistant Secretary, Mike was directly responsible for the expenditure management role played by the Treasury Board Secretariat and he played a lead role in developing and implementing a number of the Secretariat’s expenditure management initiatives. As well, he served as the Secretariat’s representative on the OECD’s Senior Budget Officials Working Group. His previous experience in the Secretariat included three years as Director of Estimates and a number of Program Sector Director positions covering Citizenship, Immigration, Justice, Cultural, Aboriginal and Crown corporation portfolios.
From 1991 to 1993, Mike worked as an Assistant Secretary in the Australian government's Department of Finance as part of an exchange program with the Treasury Board Secretariat. During that time he played a lead role in the Australian government’s initiative to commercialize a full range of programs in the Department of Administrative Services and in introducing optionality for departments in their real property needs.
Before he joined the Treasury Board Secretariat Mike worked for the Atomic Energy Control Board on regulatory process and public consultation. His previous experience included various positions as a chemical process engineer, initially in the chemical fertilizer industry and subsequently in Canada's heavy water production program. As well, he spent a year as a voluntary service high school teacher in Anguilla (West Indies).
Mike has a B.Sc in Chemical Engineering from Birmingham University (UK) and an M.A. in Public Administration from Carleton University (Canada.).
Return to Event 3 - 2: Expenditure Management System (EMS): the nature of the beast
EMS - Where it should be heading
David Moloney,
Assistant Secretary Treasury Board of Canada, Secretariat EMS - Assistant Secretary's Office
David Moloney is Assistant Secretary of the Expenditure Management Sector at Treasury Board Secretariat (TBS). Prior to June 2005, he was Vice-President, Policy at the Canadian International Development Agency (CIDA), where he led the Agency's participation in the preparation of the 2005 International Policy Statement.
David was Assistant Secretary to the Cabinet, Liaison Secretariat for Macroeconomic Policy, at PCO from 2000 to 2003, where he was responsible for advice to the Prime Minister and the Clerk on Budget and fiscal policy issues including design and operation of the Expenditure Management System. David also worked on these issues as General Director of the Economic and Fiscal Policy Branch of the Department of Finance from 1996 to 2000. From 1993 to 1996, he was Director and then General Director of the International Trade and Finance Branch of the Department of Finance.
David joined the Research Department of the Bank of Canada in 1982 and subsequently joined the Department of Finance in 1988. He has earned degrees in economics from the University of Western Ontario and University of British Columbia.
Return to Event 3 - 2: EMS - Where it should be heading
Day 3 - Event 3-3: Enterprise Management
Enterprise Management in the Government of Canada
Barbara Kieley,
Assistant Secretary, Transformation Alignment Office of the Treasury Board’s Secretariat,
Barbara Kieley was appointed Senior Assistant Secretary, Transformation Alignment Office (TAO), on January 30, 2006.
Barbara is responsible for establishing, managing, and operating the TAO. The Office’s primary purpose is to promote greater coherence in the Government of Canada’s internal and external service transformation strategies in support of Treasury Board of Canada Secretariat’s Management Excellence Agenda. The Office works proactively with TBS policy and program sectors that have key responsibilities for individual transformation initiatives and all delivery leads (Service Canada, Corporate Administrative Services, and Public Works and Government Services Canada) to put into place the enablers to promote alignment and support for the successful implementation of each transformation initiative.
Barbara was also the interim executive lead for the Corporate Administrative Shared Services initiative from July 2006 to February 2007, during which time the foundation strategies for the initiative were established. Most recently, she has assumed the executive lead role for the development of the government-wide action plan in response to the February 2007 report from the Independent Blue Ribbon Panel on Grants and Contributions.
Barbara joined the Treasury Board of Canada Secretariat through the Interchange Canada Program from Deloitte. As a Partner in Deloitte’s consulting practice, she has experience in a variety of business and operational transformation initiatives with all levels of government. Over the course of her career, Barbara has also amassed considerable strategic, operational, and tactical expertise in the area of IM/IT and change management.
Barbara has Bachelor’s degrees in Mathematics/Computer Science and Biology from Carleton University. She is also a Certified Management Consultant.
Return to Event 3 - 3: Enterprise Management in the Government of Canada
Enterprise Management in the Government of Canada
John M. Morgan,,
CA
Assistant Comptroller General, Financial Management and Analysis Sector,
Office of the Comptroller General, Treasury Board of Canada Secretariat
John Morgan joined Treasury Board Secretariat (TBS) in 1999 as the Director -- Government Accounting Policy Division with responsibility for the Public Accounts and implementing full accrual accounting within the federal government. Mr. Morgan was appointed Executive Director -- Financial Management and Accounting Policy Directorate in 2001 and Assistant Comptroller General in 2006. He is currently responsible for government-wide financial management, accounting, systems and user charging policies, including those governing the Public Accounts of Canada and departmental financial reporting.
John Morgan joined TBS with 20 years experience from Canada Mortgage and Housing Corporation where he held a number of senior positions in the areas of finance, treasury, pensions and internal audit. He obtained his B. Commerce (Honours) at Queens University in 1976 and his Chartered Accountant designation in 1978 while working with Coopers & Lybrand.
Return to Event 3 - 3: Enterprise Management in the Government of Canada
Enterprise Management in the Government of Canada
Nancy Desormeau,
MBA, Director General, Business and Financial Alignment Project, Information Technology Services, Public Works and Government Services Canada
Nancy Desormeau is the Director General, Business and Financial Alignment Project, Information Technology Services Branch, Public Works and Government Service Canada. In this new role, Ms. Desormeau is responsible for the financial leadership for the Branch as it supports the department’s IM/IT, government-wide modernization and the delivery of IT shared services. She will be implementing a series of critical initiatives, including the SIGMA project, which will enable the department to streamline and simplify financial and materiel management and facilitate transition from old to new, integrated processes.
A dynamic leader and outspoken supporter of IT shared services, Ms. Desormeau has held progressively more senior positions in IM/IT management both regionally and nationally. Previously she was the Executive Director (Chief Operating Officer) for ITSB, working alongside the Chief Executive Officer, focusing on the Branch's operational effectiveness and developing IT Shared Services and, prior to that, responsible for Enterprise Partnership Management, where she was accountable for stakeholder relationship management, the growth of IT Shared Services and transformation oversight. In addition, has played a pivotal role with respect to overseeing Secure Channel.
A native of New Brunswick, Ms. Desormeau has had a distinguished career in delivering technology across Government, and in the evolution of the Information Technology Services Branch, PWGSC. She joined the Public Service with the Department of Communications as a Technology Development Officer and held management positions in a variety of technical areas before joining the Government Telecommunications Agency as Regional Director, Central Region. With the creation of PWGSC, she was named Regional Director, Government Telecommunications Informatics Services, Western Region.
In the National Capital Area, she has led and been involved in many strategic initiatives - Integrated Business Solutions, Applications Support, E-Government Services and the Strategic Infrastructure Initiative. With the realignment of PWGSC Ms. Desormeau was appointed as Director General, Information / Knowledge Management and Chief Information Officer, PWGSC. She later moved to the private sector as the Vice-President of Communications, Information and Adoption at Canada Health Infoway.
Public Works and Government Services Canada
Return to Event 3 - 3: Enterprise Management in the Government of Canada
What's hot - Business practices in the industry
Mathew Soong,
VP & Managing Partner, Gartner Consulting
Mathew Soong is a Managing Partner with Gartner Consulting based in Toronto, Canada. He has worked with Gartner for nine years and more than twenty five years of experience in IT planning and management. He works with clients in healthcare insurance, government, manufacturing and financial services. He has considerable experience consulting in: IT strategy; IT organization design; sourcing; application strategy, implementation and oversight.
Prior to joining Gartner, Mr. Soong was president of an IT consulting firm with offices across Canada. He has also served as a CIO for a manufacturing company based in Toronto.
He is a Chartered Accountant, a Certified Management Consultant and is certified in Production and Inventory Management
Mr. Soong holds a Bachelor of Science degree in data management from the University of Toronto and attended graduate schools at the University of Waterloo and the University of Toronto.
Return to Event 3 - 3: What's hot - Business practices in the industry
Real world experiences
Robert Gauthier,
Manager of Systems and Policies, Justice Canada
Robert Gauthier joined the Integrated Financial and Materiel System (IFMS) team at Justice Canada last April as the Manager, Systems and Policies. Since 1988, he has acquired extensive experience in financial systems through the departments of Consumer and Corporate Affairs, Industry Canada and the Department of Finance.
Return to Event 3 - 3: Real world experiences
Mark Perlman,
Executive Director Corporate Management Systems, Royal Canadian Mounted Police
Mark Perlman graduated from McMaster University in 1988 and has been working in the Government of Canada for the past 19 years. During that period of time he has held several positions of increasing responsibility at Employment and Immigration Canada, Consumer and Corporate Affairs Canada, the Immigration and Refugee Board, Human Resources Development Canada, and Foreign Affairs and International Trade in positions that included functions in Finance, Administration, Real Property, Internal Audit, Policy and Information Systems. In 2003, Mark was appointed as Director, Business Systems and was later promoted to the position of Executive Director, Corporate Management Systems at the Royal Canadian Mounted Police where he is leading a project to better integrate financial and non financial information across the Force. In 2006, Mark was elected Chairperson of Management Board of the Integrated Financial Management System (IFMS) cluster of departments.
Return to Event 3 - 3: Real world experiences
Michel McGee,
Program Director, IFMS Program Office, PWGSC
Mr. McGee is a member of the Certified General Accountants Association and holds a Bachelor's degree in Business Administration with specialization in Accounting from the Université du Québec.
He began his Public Service career in 1981 working in the financial systems area. He continued to acquire experience in the fields of systems and finance while working as a senior financial systems officer at the Department of Canadian Heritage. He held a number of progressively more challenging positions, including Chief of Accounting Operations and Director of Financial Planning and Resource Management. He more recently held the position of Director, Accounting Operations, Financial Policy and Systems. In addition, Mr. McGee had recently assumed the duties of Co-Chair of the IFMS Cluster. As Program Director, Mr. McGee ensures the strategic planning and implementation of the Government of Canada's IFMS program for the IFMS Cluster. This Cluster is composed of 16 federal departments and agencies
Return to Event 3 - 3: Real world experiences
Day 3 - Event 3-4: Community Leaders
The CFO Role: Evolving Expectations
C.E.S. Franks,
B.A., M.A. (Queen's); D.Phil. (Oxford) Professor Emeritus, Queen's University
C.E.S. Franks was born in Toronto, attended Upper Canada College, earned his BA and MA from Queen's University (Arts 1959), and his DPhil from Oxford. He worked for four years for the government of Saskatchewan, including a stint as Clerk Assistant of the Saskatchewan Legislative Assembly. He taught at Queen's University for over thirty-five years in the Department of Political Studies. He was cross-appointed as a professor to the School of Physical and Health Education, and is currently an emeritus professor of both departments.
Professor Franks has, in addition to nearly one hundred learned and other sorts of articles and chapters in books, written or edited thirteen books, including The Parliament of Canada, The Canoe and White Water, Dissent and the State. His work includes explorations into public administration, government accountability, aboriginal self-government, relations between governments and aboriginal peoples, the public service, Canada's north, issues affecting nuclear energy, and politics in India. He helped to found the Association for the Study of the History of Canadian Science and Technology, and was founding president of the Canadian Study of Parliament Group. He has conducted many studies for royal commissions, for Parliament, and for government agencies, and has been a member of a commission on the pay and allowances of members of Parliament. He has worked as an adviser to legislative groups in Vietnam and Russia.
Among his academic honours, Professor Franks has been elected a fellow of the Royal Canadian Geographical Society and the Royal Society of Canada. In electing him a fellow, the Royal Society of Canada observed that " Professor Franks is unique in, on the one hand, having created an outstanding core of important academic works while at the same time penning impressive studies commissioned by parliament or government departments and, on the other hand, writing important and highly accessible items in the area of sports."
Return to Event 3 - 4: The CFO Role: Evolving Expectations
The CFO Role: Evolving Expectations
James R. Mitchell,
Partner Sussex Circle
James Mitchell is a founding partner of the policy consulting firm Sussex Circle. He has many years of experience in the analysis and resolution of complex public policy issues and in dealing with Ministers and senior government officials.
After several years as a university lecturer, Mr. Mitchell began his government career in the Department of Foreign Affairs in 1978 before moving to the Privy Council Office in 1983. He later served as Assistant Secretary of the Treasury Board from 1989 to 1991, where among other things he was responsible for the government's Employment Equity Program.
From 1991 to 1994, Mr. Mitchell held the position of Assistant Secretary to the Cabinet (Machinery of Government), in which capacity he was responsible for providing advice to successive Secretaries to the Cabinet and Prime Ministers on matters related to the organisation of government, the reform and renewal of the Public Service, and a host of other issues related to governance and change in Canada. He was a principal advisor on the 1993 reorganization of the federal government.
Mr. Mitchell has provided policy and organizational advice in virtually every area of federal responsibility including foreign policy, defence, science, agriculture, transportation, employment, criminal justice, aboriginal issues, information technology and globalization, organisational renewal, the privatization of government functions, public sector reform, and the renewal and operation of central agencies.
A native of British Columbia, Mr. Mitchell holds a Ph.D. in philosophy from the University of Colorado. He is married and has two children.
Return to Event 3 - 4: The CFO Role: Evolving Expectations
The CFO Role: Evolving Expectations
Samuel T. Mok,
Retired Chief Financial Officer, U.S. Department of Labour,
National President Elect, Association of Government Accountants, U.S.
On January 25, 2002, Samuel Tinsing Mok was confirmed by the Senate to be the Chief Financial Officer of the U.S. Department of Labor. He served as Chief Financial Officer and Comptroller of the U.S. Department of the Treasury, appointed by former Treasury Secretary James Baker. While there, he implemented many management control programs to enhance financial reporting and control.
Prior to joining the Labor Department, Mr. Mok served as the Managing Member of Condor Consulting, LLC, a Washington, DC-based international consulting firm. His expertise lies in providing and leveraging business and government contacts for American companies interested in the Asian market. Other aspects of Mr. Mok's practice included assisting American businesses that sought information on prospective business partners in Asia and facilitating meetings for American corporate executives who wished to establish contacts with senior Asian embassy officials in Washington, DC.
Mr. Mok's professional career spans both the American private and public sectors. In the private sector, Mr. Mok began his career as an auditor with Main & Hurdman (now KPMG Peat Marwick) and later served as a Senior Auditor with Parnell Kerr & Forster. In 1971, he was called to active military duty. As a Lieutenant in the U.S. Army, he served in Okinawa, Japan as a strategic intelligence officer overseeing reporting and analysis on China, Vietnam, and North Korea. Upon being promoted to the rank of Captain, he was reassigned to Army Readiness Region 1, at the U.S. Military Academy at West Point.
In 1976, Mr. Mok resigned his Army commission and reentered the private sector as the Director of Accounting at Time-Life Books. Six years later, in 1982, he accepted an offer from U.S. News & World Report and eventually became the Corporate Treasurer. In 1986, he served as a Foreign Service Officer at the Bureau of East Asian and Pacific Affairs at the U.S. Department of State. A year later, Mr. Mok became a member of the Federal Senior Executive Service and was appointed Comptroller of the U.S. Department of the Treasury. Shortly thereafter, he was re-appointed as the Treasury's Chief Financial Officer. During his six-year tenure at the Treasury, Mr. Mok was also appointed by then President George H.W. Bush to serve on the National Advisory Council on Public Service. In 1992, Mr. Mok left federal service and was appointed Chief Executive Officer of G.L. Associates, a New York-based business systems consulting firm. Four years later, Mr. Mok went on to found his own international trade consulting practice in collaboration with retired U.S. Senator Birch Bayh.
Mr. Mok received his M.A. in Auditing from Catholic University in 1982. He earned his B.S. in Accounting from Fordham University in 1968. He also graduated from the U.S. Army Institute of Administration at Fort Benjamin Harrison and from the U.S. Foreign Service Institute in Rosslyn, Virginia. Mr. Mok speaks fluent Cantonese and Mandarin Chinese. He is a Certified Internal Auditor and Certified Government Financial Manager. Additionally, Mr. Mok has undergone extensive formal training in cultural diversity instruction at the U.S. Department of Defense, the U.S. Department of the Treasury, and the U.S. Department of State.
Mr. Mok has served in various capacities for numerous community and government organizations, including Trustee of the Department of Defense Equal Opportunity Management Institute (DEOMI); Treasurer of AFSA (American Foreign Service Association) a labor union for U.S. foreign service officers at the Department of State; and Chairperson of the National Conference of Community & Justice (formerly known as the National Conference of Christians and Jews) in the Washington, DC area. In addition, Mr. Mok has frequently lectured around the country on diversity issues and formerly provided seminars to various federal agencies and senior executives of major U.S. corporations. He is a former Chapter President of the Association of Government Accountants. Mr. Mok is also a former Chapter President and National Vice President of the Organization of Chinese Americans and a founding member of the Federal Asian Pacific American Council.
In 2006 Mr. Mok is the recipient of the prestigious Donald L. Scantlebury Memorial Award for Distinguished Leadership in Financial Management Improvement and was named one of the top 100 executives from government, industry, and academia of the "Federal 100" who had the greatest impact on the government information systems. In 2005, he was the recipient of the Distinguished National Leadership Award by the Association of Government Accountants (AGA) to formally recognize elected or presidentially-appointed federal officials who have demonstrated outstanding leadership in federal financial management. Mr. Mok was appointed to serve on the Republic of the Marshall Islands Trust Fund Committee by the Secretary of the Interior. He serves on the General Administration Board for the United States Department of Agriculture Graduate School, and was recently elected to be a Fellow for the National Academy of Public Administration (NAPA). Mr. Mok serves on the U.S. Government Accountability Office (GAO) Advisory Council on Government Audit Standards, the Board of Trustees for the AGA Academy for Government Accountability and the Asian American Government Executives Network (AAGEN) Advisory Board.
He has served as deputy mayor of Chinatown, Washington, D.C., and in top leadership positions of most major Asian-American community organizations in the greater Washington, D.C. area. Mr. Mok and his wife, Nancy, reside in Maryland. They are the proud parents of two grown children, both attorneys, and five grandchildren who also reside in the Washington, D.C. area.
Return to Event 3 - 4: The CFO Role: Evolving Expectations
Day 4 - Event 4-1: Human Dimension Stream
Simply World Class: Proven Strategies For The Ultimate Adventure
Paul Frazer
As an explorer, Paul Frazer’s life is filled with excitement, opportunity and abundance, which he shares with audiences everywhere.
A former I.T. consultant and executive, Paul has conquered marathons, triathlons, and Mount Kilimanjaro, and has lived and worked overseas in Africa and the Caribbean. This wide background of adventure has supported his cutting edge research into becoming a world class leader and performer.
As an engineer, Paul has an insatiable curiosity in how things work – particularly the fascinating terrain of the mind. As an explorer of the inner and outer landscapes, Paul has extensively studied the fields of human performance and personal & professional development.
You'll benefit from his insight into being simply world class as he guides you on a journey of success.
Return to Event 4 - 1: Simply World Class: Proven Strategies For The Ultimate Adventure
Day 4 - Event 4-3: CA Workshop
Political Abilities - Create an impression in your organization!
Pierre DuBois,
CRHA, Ph.D.
Pierre DuBois, CRHA, Ph.D., principal associate of the firm DuBois et Associés, Psychologues industriels conseils Inc., will lead this training workshop. Mr. DuBois has more than 30 years of experience as a consultant with renowned organizations such as Bombardier (Recreational products group), Health Canada, Domtar, National Optical Institute, IOC mining, Granirex (Dupont), l’Ordre des CA du Québec, Archambault Group as well as Research and Development for National Defence (Quebec, Ontario, Nova-Scotia, Alberta).
Mr. DuBois has recently published (2005) a book called “Le sentiment d’appartenance du personnel” (“a sense of belonging throughout the personnel”) through Quebecor Editions. This book is based on an international research study which scientifically identified the management elements responsible for personnel of any organization to have a sense of belonging and high organizational commitment. He is also co-author, with his daughter Catherine, of two youth novels (2007, Boomerang Editions). Mister DuBois will publish, this fall, a number of musical pieces with a variety of instrumental combinations including a symphonic poem on the tragic events that took place at the Polytechnic School in Montreal.
You are invited to visit the firm’s web site at: www.dubois-assoc.org
Return to Event 4 - 3: Political Abilities - Create an impression in your organization!
Honorary Chair / Keynote Speakers / Session Speakers
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