FEI Canada 2013 Annual Conference Preliminary Brochure

FEI Canada National Conference

June 5-7

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The Fairmont Chateau Lake Louise, Lake Louise, AB register today at: www.feicanada.org/conference-2013 Join FEI Canada and attend this conference for free!

Lake Louise

Located in the heart of Banff national park and recognized as a UNESCO World Heritage Site, Lake Louise offers a tremendous variety of recreational and sightseeing opportunities. Lake Louise is known as “Canada’s diamond in the wilderness” or “the emerald of the Rockies”, but words alone cannot begin to describe the beauty this region has to offer. Come and experience it for yourself!

2013 FEI CANADA CONFERENCE

Welcome

Welcome to Lake Louise, Alberta

Come and experience the alpine wonders and dramatic history of Lake Louise, Alberta. In a national park full of stunning places, Lake Louise could very well take the top award. Roughly 60km northwest of the town of Banff, this picturesque tourist haven is the perfect backdrop for our 2013 annual conference. The lake itself is a breathtaking emerald blue, surrounded by a mountainous amphitheater of overwhelming magnificence. The Victoria Glacier hangs at the far end, while surrounding mountains paint a natural picture that could not have been engineered to be more aesthetically pleasing.

COME EARLY, STAY LATER AND ENJOY ALL THAT LAKE LOUISE HAS TO OFFER!

FEI Canada’s 2013 conference is a must-attend event FEI Canada’s annual national conference and exhibit forum provides a showcase for the best and brightest senior financial executives to come together to exchange ideas, find solutions to current challenges and benefit from a variety of educational content that will keep you up to the minute with current business trends.

This year’s conference offers: •• Six captivating keynote presentations – featuring Elyse Allan, President & CEO, GE Canada on leadership transformation; Michael Roach, President & CEO of CGI Group Inc. on CGI’s exciting acquisition and integration of Logica plc; a CFO leadership panel with two of Canada’s CFO of the Year Award winners, Colleen Johnston and Bruce Waterman; and much more •• Eight concurrent sessions presented by prominent Canadian executives and thought leaders •• Five enlightening breakfast seminars •• An exhibit forum offering the most current, solution oriented services •• Amazing special events including golf at the world renowned Banff Springs Golf Course, a bucket list opportunity •• An authentic western hoedown experience at the famous Brewster Barn

FEI Canada’s National Strategic Partners

2013 FEI CANADA CONFERENCE

Program Agenda

TUESDAY, JUNE 4 11:00 am – 8:00 pm Registration/information desk open 1:00 pm – 5:00 pm

National volunteer leadership meeting

5:30 pm – 6:00 pm

Annual general meeting

6:00 pm – 8:00 pm

Early arrival reception

WEDNESDAY, JUNE 5 6:00 am – 4:30 pm FEI Canada – Robert Half Management Resources

golf tournament (Banff Springs Golf Course)

Sponsored by: 8:00 am – 8:00 pm

Registration/information desk open

7:30 am – 8:30 am

Early arrival & guest breakfast

9:30 am – 5:00 pm

Optional activity: Columbia Icefield Tour

5:00 pm – 6:00 pm

New member reception

6:00 pm – 8:00 pm

Welcome reception in exhibit hall

Sponsored by:

2013 FEI CANADA CONFERENCE

Program Agenda THURSDAY, JUNE 6 7:00 am – 5:00 pm

Registration/information desk open

7:15 am – 8:30 am

Breakfast seminars

8:45 am – 9:00 am

9:00 am – 9:45 am

Welcome and opening remarks • Michael Conway, Chief Executive & National President • Jim Fergusson, 2013 Conference Chair Opening keynote address: Oil & gas

9:30 am – 3:30 pm

Optional activity: Banff tour, shopping and gondola ride

9:45 am – 11:00 am Keynote address: Leadership & transformation • Elyse Allen, President & CEO, GE Canada 11:00 – 11:40 am

Networking break in exhibit hall

11:40 am – 12:50 pm CONCURRENT SESSION 1 Stream A: Financing challenges & opportunities including diversification of financing • Simon Rockcliffe, Senior Manager, Working Capital Advisory Services, Ernst & Young • John Forester, CFO, DBG Canada • Ron Murphy, CFO, Aux Sable • Jim McKillop, CFO, ATB Financial Stream B: So you want to be a director?

• Stan Madgison, President & CEO, Institute of Corporate Directors • Louis O’Brien, Corporate Director, formerly SVP Canada Post • • Todd Buchanan, Partner, KPMG LLP

Stream C: CFO succession planning • Judy Munro, President-Canada, Robert Half Executive Search • Laurie Tugman, Executive Chairman, Nexterra Systems Corporation • Louis Marcotte, SVP Strategic Sourcing, Intact Financial Corporation Concurrent session streams

A: Financing

B: Governance and risk management

C: Leadership

2013 FEI CANADA CONFERENCE

Program Agenda THURSDAY, JUNE 6 12:50 pm – 2:00 pm Luncheon in exhibit hall 2:00 pm – 3:10 pm

CONCURRENT SESSION 2 Stream A: Growing your business • Bill Brushett, Partner, National Client & Services, Grant Thornton • Brad Bardua, CFO, Avigilon Corporation • James Phoenix, Managing Director, Global Distribution Capital Markets Trading, Western Canada, CIBC • Michael Borys, EVP and CFO, Newalta Corporation Stream B: Employee productivity • Paula Allen, Vice President, Research and Integrative Solutions, Morneau Shepell • Damien Mills, Principal/Broker, Cresca Partners • Delta Emerson, SVP & Chief Development Officer, Ryan Stream C: Minimizing the financial risks in rebranding programs • Jean-Pierre Lacroix, President, Shikatani Lacroix Designs

3:10 pm – 3:50 pm

Networking break in exhibit hall

3:50pm – 4:45 pm

Keynote panel: Activist investing • Kathryn McQuade, Former CFO, CP Rail • Howard Johnson, Managing Director, VeraCap Corporate Finance • Aaron Atkinson, Partner, Fasken Martineau DuMoulin LLP • Michael Noberga, President & CEO, OMERS

4:45 pm – 5:45 pm

Distinguished Service Award reception

6:30 pm – 6:45 pm

Depart hotel for dinner

6:45 pm – 11:00 pm Rocky Mountain Hoedown!

Co-sponsored by:

Concurrent session streams

A: Financing

B: Governance and risk management

C: Leadership

2013 FEI CANADA CONFERENCE

Program Agenda FRIDAY, JUNE 7 7:00 am – 3:00 pm

Registration/information desk open

7:30 am – 8:45 am

Breakfast seminars

9:00 am – 12:00 pm Optional activity: Day at leisure – enjoy the spa or hotel activities 9:00 am – 9:05 am

Opening remarks • Jim Fergusson, Conference 2013 Chair

9:05 am – 9:50 am

Keynote address: The many hats of the CFO in global M&A: A CEO’s view • Michael Roach, President & CEO, CGI Group Inc. • David Anderson, Executive Vice President & CFO, CGI Group Inc.

9:50 am – 10:55 am Keynote address: A sustainable finance career • Colleen Johnston, Group Head Finance & CFO, TD Bank Group • Bruce Waterman, Former Executive VP, Agrium Inc. 10:55 am - 11:35 am Networking break in exhibit hall 11:35 am – 12:45 pm CONCURRENT SESSION 3 Stream A: Corporate reporting panel • Allan Orr, VP Finance, CCH Canadian Limited • Alister Cowan, CFO, Husky Energy • Linda Mezon, Chief Accountant, RBC and incoming Chair, Accounting Standards Board • Carolyn Graham, SVP & Chief Accountant, Canadian Western Bank Stream B: Strategic risk management: Beyond the balance sheet • Lisa Dorian, VP, MDA Training • Peter Effer, VP, Taxation, Shoppers Drug Mart • Tyrone Cotie, Treasurer, Clearwater Seafoods Inc. • Judith Purves, CFO, IBM Canada 12:45 pm – 2:30 pm Closing Luncheon keynote address: Jack Mintz, Palmer Chair in public policy, University of Calgary

Early bird prize and exhibitor passport draw Concurrent session streams

A: Financing

B: Governance and risk management

C: Leadership

2013 FEI CANADA CONFERENCE

Keynote Speakers Leadership & transformation Thursday, June 6, 2013 | 9:45 am – 11:00 am

Elyse Allan, President & Chief Executive Officer of GE Canada

Activist investing

Thursday, June 6, 2013 | 3:50 pm – 4:45 pm

Kathryn McQuade, Former CFO, CP Rail Aaron Atkinson, Partner, Fasken Martineau DuMoulin LLP Howard Johnson, Managing Director, VeraCap Corporate Finance Michael Noberga, President & CEO, OMERS

The many hats of the CFO in global M&A: A CEO’s view Friday, June 7, 2013 | 9:05 am – 9:50 am

Michael Roach, President & Chief Executive Officer of CGI Group Inc. David Anderson, Executive Vice President & CFO of CGI Group Inc.

A sustainable finance career Friday, June 7, 2013 | 9:50 am – 11:00 am

Colleen Johnston, Group Head Finance & CFO of TD Bank Group Bruce Waterman, Former Executive VP of Agrium Inc. Program disclaimer: The program is subject to change at the discretion of the Planning Committee. The speakers, topics, program format and events are correct at the time of publishing. If unforeseen circumstances occur, the Planning Committee reserves the right to substitute speakers and alter or delete items from the program.

Social Events

Surrounded by majestic mountains, emerald lakes, in the heart of Banff National Park, FEI Canada’s 2013 annual conference guarantees an experience you won’t soon forget. Begin with a bucket list golf experience then join your colleagues at the opening welcome reception and cap off the conference with an old fashioned Rocky Mountain Hoedown.

2013 FEI CANADA CONFERENCE

Social Events Welcome reception

Tuesday, June 4, 2013 l 6:00 pm – 8:00 pm The Fairmont Chateau Lake Louise

New member reception

Wednesday, June 5, 2013 l 5:00 pm – 6:00 pm The Fairmont Chateau Lake Louise

Opening reception

Wednesday, June 5, 2013 l 6:00 pm – 8:00 pm The Fairmont Chateau Lake Louise Join your hosts at the official opening of the national conference. Mingle among the exhibitors and get to know or re-connect with fellow delegates.

Sponsored by:

Rocky Mountain Hoedown!

Thursday, June 6, 2013, l 6:30 pm Brewster Barn

Kick back for an evening of old fashioned western hospitality provided by the sixth generation of the pioneering Brewster family who first settled in big sky country in 1886. For well over 100 years they have welcomed travellers to participate in their way of life in the Rocky Mountains. From the Western Hat ceremony to gunfighters, live country and western entertainment, line dancing and the pitchfork beef BBQ, get ready to yeehaw and yahoo at the Brewster Barn. Jeans, string ties, cowboy hats and boots will be the order of the day. That’s formal attire to you urbanites!

Co-sponsored by: Conference fee includes dinner and Thursday night event ticket. Additional tickets can be purchased on the FEI Canada website at: www.feicanada.org/conference-2013

Pre and post events Come early…stay later…Extend your experience in the Rockies. Embraced by snow-frosted mountains, next to

a legendary turquoise lake, The Fairmont Chateau Lake Louise awaits your arrival. Enjoy tantalizing cuisine, or a myriad of activities like canoing, horseback riding, a guided hiking and mountaineering program or a relaxing spa experience.

Explore the beauty of the Columbia Icefields, the fun of the town of Banff nestled in the mountains, golfing at some of the most world renowned golf courses and so much more. For information, and descriptions and more details on these excursions and more refer to the FEI Canada website: www.feicanada.org/conference-2013.

The FEI Canada Robert Half Management Resources

Golf Tournament A bucket list experience awaits you.The Fairmont Banff Springs Golf Course offers two unique courses to choose from: The Stanley Thompson golf course (18 Holes, Par 72, 5,607-7,083 Yards) or the Tunnel Mountain golf course (9 Holes, 2,806-3,357 Yards)...

The toughest decision is which course to play!

2013 FEI CANADA CONFERENCE

Golf Tournament The Fairmont Banff Springs golf course Wednesday, June 5, 2013 l 6:00 am – 4:30 pm

Sponsored by: Renowned for its panoramic views, this is truly a BUCKET LIST course! The Fairmont Banff Springs golf course is situated in Banff National Park, a mile high in the Canadian Rockies. With a breathtaking view in every direction, it is a captivating and challenging course. Amateurs and professionals alike are constantly amazed by its sense of difficulty. The optional illusions created by the mountains towering overhead can deceive the eye of even the most skilled player. Stanley Thompson, Canada’s master golf course architect, used his expert talent when he designed the original 18 holes in 1928. The course winds along the Bow River under the snow-capped peaks of Sulphur Mountain and Mount Rundle. In 1989, the course was complemented with the construction of an adjoining 9 holes, designed by Cornish and Robinson, resulting in 27 holes of championship Alberta golf.

Whatever your golf skill, there is a tournament option for you. If you choose the Stanley Thompson 18 hole course you will start early and truly experience this Bucket List course, while playing your own ball. If you choose the Tunnel Mountain 9 hole course, you will have a more leisurely start to your day and still enjoy the wonderful Banff Springs environment and the camaraderie of your FEI Canada friends at lunch.

PRICE PER PERSON:

$250 + GST for 18 hole course play own ball format $150 + GST for 9 hole course scramble format

Includes transportation, breakfast, green fees, power cart, lunch, prizes, gift and awards.

If needed club rentals are available for: $65.00 + GST for 18 holes | $45.00 + GST for 9 holes Itinerary:

Format of tournament: Play your own ball (18-hole) and scramble (9-hole)

6:00 am

Buses depart hotel for Banff Springs Golf course for 18 hole golfers

7:00 am

Registration and breakfast at golf course, practice range for 18 hole golfers

8:00 am

Shotgun start for 18-hole course (golfers should arrive at least a half hour before start)

8:30 am

Buses depart hotel for Banff Springs Golf course for 9 hole golfers

9:30 am

Registration and breakfast at golf course, practice range for 9 hole golfers

10:30 am

Shotgun start for 9-hole course (golfers should arrive at least a half hour before start)

1:00 pm

Buffet lunch, reception, prizes and awards

3:30 pm

Buses depart golf course for The Fairmont Chateau Lake Louise

Dress Code • No denim pants, shorts or shirts of any colour • Shorts must have a 5” inseam and hemmed bottoms • Shirts must have a collar • No jogging pants. Nylon suits are acceptable • All players must wear non-metal spiked golf shoes

Optional Activities

Western Canada is one of the most spectacular destinations in the world, and with that comes a variety of activities that will enhance your experience. Enjoy the splendors of all that the Rockies have to offer.

2013 FEI CANADA CONFERENCE

Optional Activities These optional itineraries highlight some of the many attractions, experiences, dining and shopping adventures available in and around Lake Louise.

Columbia Icefield Tour Wednesday, June 5, 2013 • 9:30 am – 5:00 pm Spend the day exploring one of the most scenic highways in the world. The Icefield Parkway offers an ever-changing view of waterfalls, turquoise lakes, alpine meadows, snow-capped peaks and glaciers. The Columbia Icefield is the largest sub-polar body of ice in North America and is one of the reasons why the United Nations designated Canada’s four Rocky Mountain Parks as a World Heritage Site. It covers an area of nearly 325 square kilometers, sometimes reaching a depth of 300-360 metres (1150 feet) deep. The Columbia Icefield Glacier Adventure takes you onto the surface of the Athabasca Glacier in a unique, specially designed Ice Explorer. This ice age adventure is a once of a lifetime experience!

PRICE PER PERSON: $143.00 + GST includes transportation, lunch at the Icefield Chalet and local guide.

To book transportation from Lake Louise to Columbia Icefields for this tour go to www.brewstertransportation.com.

Use the promo code FEI2013 for discounted rates. To book the Columbia Icefiends tour go to: www.explorerockies.com.

Use the promo code: FEITOURS for discounted rate. Valid June 1-9, 2013. For inquiries call: 1-800-760-6934

Banff Tour, Shopping and Gondola Ride Thursday, June 6, 2013 • 9:30 am – 3:30 pm Today begins with a scenic drive along the mountain highway to the town of Banff, nestled in the side of the Rocky Mountains. One of the major attractions of downtown Banff is the fantastic shopping that can be found along Banff Ave., Bear St. and all of the side streets and malls in between. Souvenir hunters have a wide selection of gift shops to choose from, and fashion lovers will be impressed by the range of clothing stores. Banff shopping options also include a good variety of jewellers, outdoor stores, ski shops, and don’t forget to visit one of the candy stores for home made chocolate, fudge and ice cream! Take a breathtaking ride up the Banff Gondola for a panoramic 360 degree view of the townsite and surrounding area. Highlights of the tour include Surprise Corner, the hoodooos – shaped by centuries of wind and Tunnel Mountain Drive that overlooks the splendor of the Bow River Valley. Lunch is on your own at a restaurantf your choice.

PRICE PER PERSON: $101.00 includes transportation to and from Lake Louise with guide, gondola ride and taxes (minimum 20 guests).

To register for this tour go to the website: http://goo.gl/IUi14 For inquiries call: 1-800-760-6934

At your Leisure Friday, June 7, 2013 • TIME ON YOUR OWN – NO SCHEDULED TOURS – Enjoy your destination

Treat your mind, body and soul with an indulging spa day at The Fairmont Chateau Lake Louise, one of the finest Alberta resort spas. Indulge in the extensive range of massage and facial experiences, bath and body treatments and Aveda salon services or rent a canoe and paddle into the serenity of beautiful Lake Louise. Canoe rentals are available at The Fairmont Chateau Lake Louise.

Registration

2013 FEI CANADA CONFERENCE

Registration CONFERENCE HOTEL:

The Fairmont Chateau Lake Louise

111 Lake Louise Drive, Lake Louise, Alberta T0L 1E0 Phone: (403) 522-3511 or 1-866-540-4413 Online: www.fairmont.ca/lake-louise/

Attendees are responsible for making their own hotel reservations.

Special FEI Canada rates apply at the Fairmont Chateau Lake Louise.

The Fairmont Chateau Lake Louise is located in the heart of Banff National Park, and is recognized as being one of the most photographed destinations in Canada. Book your hotel room early to be guaranteed best rates and availability.

The special FEI Canada rate is in effect until May 3, 2013. Reservations received after the cut-off date (or if the group rate sells out early) will be on a space and rate availability basis. When making your reservations please indicate that you are an attendee of the FEI Canada Conference.

Bedroom rate: * • Fairmont room single/double occupancy – $249.00 • Fairmont Lakeview single/double occupancy – $299.00 • Deluxe occupancy – $299.00 * All bedroom rates are exclusive of applicable taxes and $10.00 per room night resort fee

CUT-OFF DATE: May 3, 2013

TRAVEL and ground transportation:

Regular pricing After April 1, 2013

Member Non-member Member (Retired) Member in transition Guest Academic New member

$1,495 $1,795 $750 $750 $400 $400 FREE** 5% GST will be added to all registration fees

CANCELLATION AND REFUNDS Substitutions may be made at any time by emailing a written request to the attention of Megan Bell at: mbell@feicanada.org • Cancellation requests must be received in writing by May 6, 2013.

• No refunds will be given for cancellations received after May 6, 2013. Substitutions are permitted.

GROUND TRANSFERS: All attendees are responsible for making their own transfer arrangements to and from Lake Louise. We are pleased to offer conference attendees a discounted rate with Brewster Transportation. For schedules and to make your reservations contact Brewster Transportation at www.brewstertransportation.com.

Use promo code FEI2013 to receive a discount.

AIR TRAVEL: Take advantage of special 10% discounted airfares for FEI Canada delegates with Air Canada and WestJet. Simply contact one of the airlines below and quote the promotional code: Air Canada: discounted rate. www.aircanada.com | Promotional code: QF46M4U1 WestJet Airlines: discounted rate. 1-888-493-7853 | Promotional code: CC7681

** Become a member of FEI Canada and attend this conference for FREE! For details call Sharon Bradshaw at: (416) 366-3007 x 5105.

Regular priced new memberships only.

2013 FEI CANADA CONFERENCE

Conference Sponsors FEI Canada would like to thank the following sponsors for their generous support.

Platinum Sponsors:

GOLD Sponsors:

Silver Sponsor:

Sponsorship opportunities available

For more information on how you can enhance your company’s profile or to learn more about exhibiting, contact: Don Comish

416-366-3007 x5108

dcomish@feicanada.org

2013 FEI CANADA CONFERENCE

Conference Exhibitors

FEI Canada National Conference

June 5-7

LakeReaching Louise 2013 for new heights

170 University Avenue, Suite 1201 Toronto, ON M5H 3B3 T 416.366.3007 F 416.336.3008 FEI Canada www.feicanada.org

National Conference

June 5-7

LakeReaching Louise 2013 for new heights