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CONFERENCE PROGRAM #FEICanada18


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TABLE OF CONTENTS WELCOME Welcome and 2018 Conference Committee p.6 CONFERENCE AGENDA Program at a glance p.8 Conference Centre floor plan p.13 General information p.14 Golf tournament p.16 p.18 Social and networking events EDUCATION SESSIONS For a complete list of speakers and biographies please refer to the mobile app. It is available on App Store and Google Play. DISTINGUISHED SERVICE AWARD

p.22

SPONSORS & EXHIBITORS Conference Sponsors p.26 Conference Exhibitors p.27 Exhibit Hall Plan and Exhibitor Listing p.28

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WELCOME TO HALIFAX 5


WELCOME TO HALIFAX Welcome to beautiful and picturesque Halifax, Nova Scotia On behalf of the 2018 Conference Committee and FEI Canada I am excited to be able to welcome you to the east coast and hope you are able to take in some of the local sights, food and friendly hospitality over the course of the conference. Our conference committee landed on the theme of “Oceans of Innovation” for this year’s national conference. We were inspired by the force of the Atlantic Ocean that all but surrounds Nova Scotia, and the innovation that is going on right here in and across our country. We’ve been working long and hard to ensure that you get to hear some thought provoking, educational speakers, but also that you have time to expand your network while getting a taste of what Nova Scotia has to offer. I would like to extend a special thank you to all of the conference speakers, panelists and moderators. It is with your support that we are able to put on a conference like this and I know we will all leave here better for your contribution. I would also like to sincerely thank the following FEI Canada members, sponsors and staff who have contributed so much of their time over the last year to make this conference possible. Their contributions of time, contacts, funding and creativity was significant and was greatly appreciated.

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JENNIFER BAIRD Controller, McInnes Cooper - Marketing Committee JENNIFER BAKER CFO, Keizer’s Group of Companies -Social Committee ALYSIA CARTER Toronto Chapter Program Committee JAYNE CONNOLLY Retired Program Committee ANDY CUTTEN Partner, Halifax Global - Sponsorship Committee ANNE-MARIE GAMMON President and CEO, CPA Atlantic School of Business - Program Committee COLIN GILLIS Vice President Corporate Finance, IMP Group International Inc. - Golf Committee RAELENE KENNEDY Director of Finance, Skinfix Inc. - Sponsorship Committee Chair SHARLENE LOCKE President Personal Insurance Practice, Hub International Ontario Ltd. ALAN MITCHELL CFO, Office Interiors - Golf Committee

HARRISON ROBBINS President, Robbins Financial Associates Inc – Golf Committee CHRIS SANGSTER CFO Stevens Group - Program Committee Chair JEFF SHICKELE Vice President, Corporate Finance and Technology, Amacon Inc., Vancouver Chapter 2017 National Conference Chair KIMBERLY STEPHENS CFO, Appili Therapeutics Inc - Program Committee DARREN STILLMAN VP and CFO RPS Composites - Marketing Committee Chair CARL VINCENT Director of Finance, The Municipal Group of Companies - Golf Committee Chair RUSS WONG CFO, ADP Canada, Toronto Chapter - 2019 Incoming National Conference Chair TROY YEO Partner and Senior Recruitment Consultant, Accountant Staffing - Events Committee Chair

Finally, I’d like to acknowledge the small but mighty FEI Canada staff who have worked so hard to ensure our 2018 Annual Conference is a success. A special thank you to Babar Ayyaz, Liz Bowell, Felipe Cerqueira, Steve Ilkiw, Laura Pacheco, Pete Pigott, Rita Plaskett, Elvira Rago, Wendy Siegel, Jason Taylor and Pat Todd. My wish for you at this conference is that you will be inspired to find innovative ways to deal with the challenges your companies face and perhaps more importantly, you make a couple of new friends along the way. Thank you for joining us here in Halifax for what I hope you agree will be the premier FEI Canada event of the year!

Dave Bezanson 2018 National Conference Chair

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PROGRAM AT A GLANCE TUESDAY

JUNE 12

Time

Activity

Location

11:00 am - 6:30 pm

Registration /Information Desk

The Prince George Hotel

5:00 pm - 5:30 pm

Annual General Meeting

The Prince George Hotel Regency Room

5:30 pm - 7:30 pm

Early Arrival Reception Sponsored by:

The Prince George Hotel Regency Patio

WEDNESDAY

JUNE 13

Time

Activity

Location

6:30 am - 3:30 pm

Golf Tournament Sponsored by:

Glen Arbour Golf Course

8:00 am - 8:00 pm

Registration / Information Desk

Ballroom prefunction space Halifax Convention Centre

5:00 pm - 6:00 pm

New Member Reception Sponsored by:

Ballroom foyer registration area

6:00 pm - 8:00 pm

Welcome Reception Sponsored by:

Exhibit hall Ballroom level B1/B2

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THURSDAY AM JUNE 14 Time

Activity

Location

7:00 am – 5:00 pm

Registration / Information Desk

Ballroom prefunction space

7:30 am – 8:40 am

BREAKFAST SEMINARS Summit level AMERICAN EXPRESS: Tail and Maverick Spend: Room 603/604 What You Don’t Know Can Hurt You DONNELLEY FINANCIAL SOLUTIONS: Leveraging Technology to Maximize Internal Control Efficiency and Effectiveness

Room 608/609

CERIDIAN: The Ceridian Comeback Story: Transformation and Innovation Lead to a Record-Setting Fairytale Ending

Room 612/613

7:30 am – 8:40 am

Continental breakfast for guests and delegates Sponsored by:

Exhibit hall Ballroom level B1/B2

8:45 am – 9:00 am

WELCOME AND OPENING REMARKS Dave Bezanson Chair 2018 conference Pete Pigott President & CEO, FEI Canada

Ballroom level B3

9:00 am – 10:00 am

OPENING KEYNOTE ADDRESS 10 Trends that will Change the World Mark J. Barrenechea OpenText

Ballroom level B3

10:00 am – 10:20 am

KEYNOTE ADDRESS Canada’s Competitiveness Challenge Dr. Jack M. Mintz School of Public Policy: University of Calgary

Ballroom level B3

10:20 am - 10:50 am

Networking break in exhibit hall Sponsored by:

Ballroom level B1/B2

10:50 am – 11:50 am

KEYNOTE ADDRESS Innovating from Within Martin Fox Robert Walters John Hugo Workday Allen Lalonde IBM Canada Rania Llewellyn Scotiabank

Ballroom level B3

11:50 am – 12:50 pm

KEYNOTE ADDRESS The Power of Ideas - FEI Canada Talks Dr. Kathryn Brohman Queen’s University Stephen Liptrap Morneau Shepell Karl Schamotta Cambridge Global Payments

Ballroom level B3

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THURSDAY PM JUNE 14 Time

Activity

Location

12:50 pm – 1:50 pm

Luncheon in exhibit hall

Ballroom level B1/B2

1:55 pm – 3:05 pm

CONCURRENT SESSIONS 1. 1. The Other AI - Accounting Innovation 2. 2. Hot Topics in Tax 3. 3. AI: What is it All About and How Can it Benefit Your Business?

Summit level Room 603/604 Room 608/609 Room 612/613

3:10 pm - 3:45 pm

KEYNOTE ADDRESS Sustainability + Accounting = Innovation to Business Decision Making Lawrence Davis bcIMC Jessica Fries A4S Pamela Steer Workplace Safety and Insurance Board (WSIB)

Ballroom level B3

3:45 pm – 4:45 pm

KEYNOTE ADDRESS We the East! Innovation Thrives in Atlantic Canada Bill Black Maritime Life Jean-Paul Deveau Acadian Seaplants David Hoffman Oxford Frozen Foods Dr. Travis McDonough Kinduct Inc.

Ballroom level B3

4:45 pm – 5:30 pm

DISTINGUISHED SERVICE AWARD RECEPTION in exhibit hall Sponsored by:

Ballroom level B1/B2

6:00 pm

Depart for: GALA EVENING

From hotel lobbies

6:00 pm - 10:00 pm

SOLDIER ON : FEI Canada Gala Evening Sponsored by:

Citadel Hill

10:00 pm - 1:00 am

AFTER PARTY Sponsored by:

Alexander Keith’s Brewery

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FRIDAY

JUNE 15

Time

Activity

Location

7:30 am – 4:00 pm

Registration / Information Desk

Pre-function space

7:30 am – 8:40 am

BREAKFAST SEMINAR Workday: The Agile CFO

Summit level Room 603/604

7:30 am – 8:40 am

Continental breakfast for guests and delegates Sponsored by:

Exhibit hall

8:45 am – 8:55 am

WELCOME REMARKS Dave Bezanson Chair 2018 conference Tyrone Cotie Chair FEI Canada 2017-2018 Carl Gauvreau Chair FEI Canada 2018-2019

Ballroom level B3

8:55 am – 9:45 am

KEYNOTE ADDRESS From MIT to Nova Scotia: Building an Innovation Ecosystem Dr. Richard Florizone Dalhousie University

Ballroom level B3

9:45 am – 10:50 am

KEYNOTE ADDRESS Today’s Contemporary CFO: The Role of the CFO in Innovation Fayeanne Beattie AON Greg Blunden Emera Manjit Sharma GE Canada Patti Towler CPA Nova Scotia

Ballroom level B3

10:50 am – 11:00 am

EXHIBITOR HALL PRIZES

Ballroom level B3

11:00 am – 11:30 am

Networking break in exhibit hall Sponsored by:

Ballroom level B1/B2

11:30 am – 12:05 pm

KEYNOTE ADDRESS Innovation and Growth Ejaz Ghani The World Bank

Ballroom level B3

12:10 pm – 1:20 pm

CONCURRENT SESSIONS 1. Economic Outlook - Trade and Innovation: The 21st Century Partnership 2. Managing the Risk of Disruptive Technologies 3. Digital Currencies

Summit level Room 603/604

1:20 pm – 2:50 pm

CLOSING LUNCHEON & KEYNOTE ADDRESS Olympic Insights on Leadership Hayley Wickenheiser Olympic medal winner Sponsored by:

Ballroom level B3

2:50 pm - 3:00 pm

CLOSING REMARKS & LAUNCH OF 2019 CONFERENCE Pete Pigott President & CEO, FEI Canada Russ Wong Chair, 2019 Conference

Ballroom level B3

Room 608/609 Room 612/613

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CONFERENCE CENTRE

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FLOOR PLAN BALLROOM LEVEL FREIGHT

FREIGHT

BALLROOM SE SE

B1

B2

B3

SACKVILLE STREET

KITCHEN

EXHIBIT HALL

PLENARY

E

E

FEI CANADA REGISTRATION BALLROOM SALON

Ballroom Pre-Function Area

NEW MEMBER RECEPTION

SUMMIT LEVEL

SE SE

PRINCE STREET

E

E

609 Pre-Function

CONCURRENT SESSIONS

SACKVILLE STREET

612

613

CONCURRENT SESSIONS

608

601

CONCURRENT SESSIONS 603

604

ARGYLE STREET

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GENERAL INFORMATION

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GENERAL INFORMATION REGISTRATION/INFORMATION DESK

On Tuesday the conference registration/information desk is located in The Prince George Hotel then in the Halifax Convention Centre Hotel, 2nd Floor on Wednesday for Thursday and Friday Tuesday, June 12

11:00am - 6:30pm

The Prince George Hotel

Wednesday, June 13

8:00am – 8:00pm

Halifax Convention Centre

Thursday, June 14

7:00am – 5:00pm

Halifax Convention Centre

Friday, June 15

7:00am – 4:00pm

Halifax Convention Centre

NAME BADGES Name badges must be worn at all times during the conference. Badges are mandatory to gain access to all sessions, the exhibit hall, all meal functions and social events. Badges must be worn to the After Party. If you misplace your badge, please go to the conference registration desk to request a replacement. CONTINUING EDUCATIONAL CREDITS The 2018 FEI Canada Conference qualifies for 12 CPD credits. FEI Canada members can access and download a copy of the CPD credit summary from the members-only section on the FEI Canada website: feicanada.org. EXTRA TICKETS TO SOCIAL EVENTS During the conference additional tickets for the closing luncheon are available for purchase at the registration desk (based on availability). Closing luncheon and keynote speaker: $115.00 (plus tax) per person SPEAKERS NOTES All speakers presentations and handouts will be posted on the Event Publications section of the FEI Canada website. The web page link will be sent to you after the conference by email. For copyright reasons some presentations may not be available on the website.

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FEI CANADA ROBERT HALF GOLF TOURNAMENT Wednesday, June 13, 2018 6:30 am – 3:00 pm GLEN ARBOUR GOLF COURSE

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FEI Canada is thrilled to be playing the luxurious Glen Arbour Golf Course, a fun and challenging course for players of all levels. This course is artistically hewn from some of Nova Scotia’s most pristine landscape.

Format of Tournament:

Play-own-ball and Best-ball

ITINERARY Buses depart from various hotel lobbies

6:00 am

Registration and hot breakfast at golf course, practice range, Robert Half satellite pro shop

6:30 am

Shotgun start (golfers should arrive 30 minutes prior to start)

8:00 am

BBQ lunch, reception, prizes

1:30 pm

Buses depart from golf course back to your respective hotel

3:00 pm

DRESS CODE No denim pants, shorts or skirts of any colour Shorts must have a 5� inseam and hemmed bottoms Shirts must have a collar or if a T-shirt, one with no writing on it No jogging pants (Nylon suits are acceptable) All players must wear non-metal spiked golf shoes

Sponsored by:

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SOCIAL & NETWORKING EVENTS

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EARLY ARRIVAL RECEPTION

Regency Patio, The Prince George Hotel Tuesday, June 12: 5:30 pm – 7:30 pm Welcome to beautiful Halifax, Nova Scotia, and the 2018 FEI Canada conference. Don’t miss your first chance to meet and greet your fellow FEI Canada members and conference attendees Sponsored by:

NEW MEMBER RECEPTION

Ballroom Foyer, registration level The Halifax Convention Centre Wednesday, June 13: 5:00 pm – 6:00 pm This reception is held to welcome all new members attending their first FEI Canada conference. During the reception you will be provided with some tips and ideas that are sure to inspire you to take full advantage of all of the services that FEI Canada has to offer. You will have the opportunity to meet FEI Canada Board Members, Chapter Presidents, staff and fellow new members Sponsored by:

WELCOME RECEPTION

Halifax Convention Centre, Ballroom B1/B2 Wednesday, June 13: 6:00 pm – 8:00 pm At our official conference opening get to know fellow delegates and check in on the latest technology, business solutions and trends as you visit the exhibitors. During the reception you will have the opportunity for business development and networking with exhibitors as you collect stamps, which are required to qualify for the exhibit hall passport draw for a cash prize of $2,500. Sponsored by:

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DISTINGUISHED SERVICE AWARD RECEPTION Halifax Convention Centre, Ballroom B1/B2 Thursday, June 14: 4:45 pm – 5:30 pm

Join your fellow members to toast our 2018 Frank C. Capon Distinguished Service Award winner, Bev Davies from the Winnipeg Chapter. Learn more about this award and Bev Davies on page 22 and on the mobile app. Sponsored by:

SOLDIER ON: CITADEL HILL

Thursday, June 14: 6:00 pm – 10:00 pm Experience the majestic views, traditional East Coast dinner and entertainment inside the historic Citadel Hill. Sponsored by:

THE AFTER PARTY

Thursday, June 14: 10:00 pm – 1:00 am Alexander Keith’s Brewery Keep the gala celebration going with an evening of music, Keith’s beer, fun and laughter. Sponsored by:

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FRANK S. CAPON DISTINGUISHED SERVICE AWARD RECOGNIZING EXCELLENCE FEI Canada is pleased to honour BEV DAVIES as the recipient of the 2018 Frank S. Capon Distinguished Service Award. This award honours Frank S. Capon who was an outstanding FEI Canada member for 57 years, and was credited with bringing FEI to Canada in 1948. Join your fellow members and toast Bev Davies on Thursday, June 14 at 4:45 pm in the Exhibit Hall, Ballroom Level,B1/B2. Embodying the very best of what it means to be an FEI Canada member, Bev has volunteered countless hours to contribute to the success of our organization. She is a role model who has worked to make her chapter relevant and valuable to members and prospects. She is a leader who has driven success for her chapter and for National. She is a shining example of what our organization stands for – learning and sharing knowledge through networking. Bev has made significant contributions to both National and the Winnipeg chapter. On the National Board, she has served as Chair, Vice Chair, and Chair of the Governance Committee. She has also volunteered her time to the Audit & Finance Committee, Governance and Risk Committee, CFERF Advisory Council and Chapter Leadership Council.

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Highly regarded for the success of the Annual Conference held in Winnipeg in 2015, Bev served as Chair, spearheading the hosting of the conference, assembling a cross-country team, including some of the most senior financial leadership in Winnipeg. She successfully rallied the support of the local business community, yielding new members and record-setting sponsorship. Under Bev’s leadership, the team achieved the highest percentage increase in local membership than any previous membership committee – a whopping 58%. Bev has been instrumental in growing membership and building the profile of the Winnipeg chapter. She has served as President, Vice President, and Program Chair. As President, she helped to grow membership levels during challenging economic times. She excels at outreach, ensuring that all new members feel welcome and included. A thoughtful and resourceful leader, Bev has used her extensive network to provide quality programming for chapter events, engaging her employer, Investors Group Limited as well as her network of insurance and banking connections, and external audit firms. Her very capable leadership of the National Conference enabled the chapter to invest funds to advance education and networking in support of the goals of FEI Canada.

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GOING MOBILE For complete description and contact information on speakers, sessions, conference exhibitors as well as an interactive locator map, please refer to the mobile app. It is available on App Store & Google Play.

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FEI Canada Challenge Mobile app game

Complete all our challenges to win points and prizes! New challenges will be added during the Conference days. The winner will be announced at the Closing Lunch and the winning prize is an Apple Watch. Let the fun begin!

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CONFERENCE SPONSORS PLATINUM

GOLD

SILVER

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EXHIBITORS

27


EXHIBIT HALL FLOOR PLAN Entrance

Entrance

1

36 31

37

35 32

38

34

5

3

33

30

29

28

25

26

27

4

HUB 22

39

20

24 19

B2

28

9

8

7

10

11

12

15 21

23

40

6

2

16

14 17

13 18

B1


EXHIBITOR LISTING EXHIBITOR Adaptive Insights American Express BDC Cambridge Global Payments Ceridian Certent Chrome River Technology Corporate Traveller CPA Canada Cresa Donnelley Financial Solutions Encore Travel eSentire Excel4Apps EY FEI Canada IBM IMP Solutions Integrim J.P. Morgan Kronos Longview Marsh Moneris Morneau Shepell PBC Communications PCM Canada PMH Insights Porter Prophix Ricoh Canada Rimini Street Robert Half Robert Walters S&P Global Ratings Sobey School of Business Ultimate Software Western Union Workday

BOOTH 9 33 31 2 37 30 25 6 14 & 15 10 1 21 & 22 11 18 8 Centre of Hall 36 5 13 27 29 23 28 3 16 12 24 19 32 39 7 17 38 34 26 40 20 4 35

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WIN A $2,500 CASH PRIZE • Included in the name badges of all FEI Canada members is a passport for the exhibit hall • As you visit the sponsors and exhibitors in the exhibit hall, remember to have your passport stamped so that you may enter the draw for a CASH PRIZE OF $2,500 • Delegates are encouraged to visit all of the booths and complete the passport in order to enter the draw • To enter the draw, you must be an FEI Canada member and collect at least 25 stamps from our sponsors or exhibitors • Completed passports must be entered in the drum located at the registration desk by 11:30 am on Friday, June 16 • The draw will be held during the closing luncheon

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FEI Canada 2018 Annual Conference - Onsite Program  

For more information on our 2018 Annual Conference, check www.feicanada.org

FEI Canada 2018 Annual Conference - Onsite Program  

For more information on our 2018 Annual Conference, check www.feicanada.org