9:00 - 9:20

Grand Opening, Welcome, Prayer and Introductions

9:20 - 9:30

Opening Remarks from the Chair

9:30 - 9:50

Westbank First Nation - Chief Robert Louie
Chief Robert Louie is one of the most highly respected Chiefs in the country. He will share with delegates the success story of WFN in constitution development, transparency and fairness.

9:50 - 10:30

Introduction to the “Investment Challenge”
Throughout the three days of the Workshop, teams will compete to manage simulated portfolios. News will occur at regular intervals allowing teams to change their portfolio holdings. At the conclusion, prizes will be awarded to the winning teams.

10:30 - 10:50

Refreshment and Networking Break

10:50 - 12:15

Break Out Sessions

10:50 - 12:15

Trust Basics - Susan Milne, TD Trust
This is a primer for those who are new to the area of Trusts or just want a refresher course.

Investment Basics - Steve Smith & Jeff Frketich
This session will cover basic investment concepts and principals.

Trust Advanced - Trent Hamans, TD Trust
This session will address some of the more complex issues that a Trust may face as time progresses and the community evolves.

Investment Advanced - Wayne Wilson, Lincluden
For delegates with knowledge and experience in investments, this session will help them build on that knowledge and introduce more advanced concepts and theory.

12:15 - 1:30

Lunch
Delegates will meet their team members for the Investment Challenge. Teams will review the Security Profiles and decide on their first round of trades. All trade tickets must be submitted by 1:30 pm.

1:30 - 3:00

Break Out Sessions

Trust Basics
This will be a repeat of the morning session.

Investment Basics
This will be a repeat of the morning session.

Trust Advance
This will be a repeat of the morning session.

Investment Advanced
This will be a repeat of the morning session.

Trust Managers Consultation and Dialogue - Wyatt Arcand
This is designed as a closed door session for those individuals in the role of Trust Manager, Trust Liaison or
Trust Coordinator. It is an opportunity to share concerns, ideas, and insights for common issues and problems.

3:00 - 3:20

Refreshment and Networking Break

3:20 - 4:00

Tax Issues Impacting Trusts - Mike Flatters, BDP Law
This session provides an overview of the tax issues affecting Trusts and how they differ from the tax status
of the Community.

4:00 - 4:30

Investment Challenge
First edition of the Turtle Island Financial Times is announced and distributed. Results of the first trading round and team standings announced. Turtle Island Securities Commission (TISC)

9:00 - 9:15

Opening Remarks from the Chair

9:15

Deadline for Round 2 Trades

9:15 - 10:00

Fiduciary Duty
Fulfilling your fiduciary duty is critical for Trustees , Elected Leadership and senior Administrative and Financial Staff. This session is designed to give delegates a thorough understanding of what it is, and tips on how to ensure that fiduciary Standard of Care is met.

10:00 - 10:40

Break Out Sessions
Planning - Getting Your Trust Up and Running - Mark Sevestre, MNCFN & Georgina Villeneuve, Peace Hills Trust
What are the key steps? What are the resources? How much time should be allocated to the process?

Operating - Land Acquisition Strategies - Stan Lore
This session will provide insights on how to develop a land acquisition strategy for TLE Trusts. Having an overall strategy will ensure you identify both the appropriate parcels and the appropriate price.

Economic Development -Structuring Trusts and Business Opportunities - Mike MacDonald, McDonald & Co
What are the key considerations and issues to manage the complexity. Identify the human capacity needed and develop a plan to build the capacity.

Impacts and Strategies for Own Source Revenue Agreements - Mike Flatters
Gain useful insights and up to date strategies for protecting Own Source Revenue when negotiating FinancialTransfer Agreements.

10:40 - 10:55

Refreshment and Networking Break

10:55 - 11:15

Turtle Island Financial Times Issue 2 Release and Announcement of results of Trade Round 2 and Team Standings.

11:15 - 12:30

NATOA - NATOA Executive
The National Aboriginal Trust Officers Association (NATOA) will outline how their accreditation plan can assist your community in ensuring strong governance and prudent management of the Trust capital.

12:30 - 1:30

Lunch
Round 3 Trades must be submitted by 1:30 pm

1:30 - 2:15

Break Out Sessions
Planning - Considerations in Establishing a Trust - Jeff Harris, Myers Weinberg
Determining your purposes and evaluating which Trust framework is best suited to your purposes and what team should be put in place.

Operating - Sustainable Withdrawal Levels and Disbursement Policies - Ed Kwan & Dave Mason, McLean Budden
Investment market returns can be volatile from one year to the next, yet the requirement for income is steady. This session will show how to develop a disbursement policy that is sustainable in all market environments.

Economic Development - Tax Issues for IBA's - J. Peter Ransom, KPMG
IBA's and the business opportunities resulting from them have unique tax issues that must be considered.

Effective Trust and Community Newsletters
Gain tips on how to create effective newsletters to keep members informed about the Trust.

2:15 - 3:30

Case Studies
The Electricity Industry - Joe Gaboury, CEO Five Nations Energy
There are many opportunities within the industry for First Nations. Different areas bring different benefits and opportunities as well as challenges. This will be an overview of the these opportunities and challenges.

Impact Benefit Agreements - Key considerations - Allen Edzerza
The IBA Community Toolkit is a free resource for First Nation, Inuit, and Métis communities in Canada considering impact and benefit agreements. The Toolkit addresses many of the issues and processes relevant in agreement making in a variety of industry sectors and contexts. The goal is to help communities, negotiators, and consultants to achieve positive agreements for Aboriginal communities.

3:30

Release of Issue 3 Turtle Island Financial Times and Announcement of Team Standings

3:30 - 6:30

Free Time - Arrangements have been made with Okanogan Golf Club for delegates to receive a discount on green fees for any that want tp play a round of 9 holes prior to the banquet

6:30 - 9:30

Evening Gathering & Entertainment - Banquet at Okanagan Golf Club with entertainment by Gerry 'The Bear' Barrett

9:00

Deadline for Trade Round 4

9:00 - 9:15

Opening Remarks from the Chair

9:15 - 9:35

Turtle Island Financial Times Issue 4 Release and Announcement of results of Trade Round 4 and Team Standings.

9:35 - 10:20

Environmentally and Socially Responsible Investing - Paula Glick, Jantzi Sustainalytics
The Investment Policy is a critical document that guides your investments. It is in addition to the Authorized
Investments stated in your Trust Agreement and must comply with the Trust Agreement. This session will address
the critical trade-off between risk and return.

10:20 - 10:40

Refreshment and Networking Break

Deadline for Round 5 Trades to be submitted.

10:40 - 11:20

Break Out Sessions
Planning - Establishing & Implementing the Administrative Framework for the Trust-
Georgina Villeneuve, Peace Hills Trust
Key insights for developing both initial budgets to get the Trust started and annual budgets for sustainability.

Operating - Effective Manager Search - Kelly Rodgers
Over time, the needs may change and it will be necessary to change investment managers.

Ec Dev - Community Consultation Process -
Rosanne Kyle
The success of the community consultation process will have a significant impact on the long term success and benefits of any IBA

11:20 - 12:15

Investment Outlook - The Global Economic Outlook - Robert Spencer, Chief Economist McLean Budden
What will drive returns in 2010 through 2013.

12:15 - 1:30

Lunch

Announcement of Investment Challenge Winners and 2011 Workshop.

1:30 - 2:15

Revenue Funds in Action-"The Sacred Trust" - MNCFN Community Trust
How one First Nation Trust utilized their Revenue Funds to support on-going education and public awareness through the production of an educational video.

2:15 - 3:15

Key Economic & Market Challenges - Panel
Open questions from floor and from investment managers regarding the economic outlook, and how to stucture
portfolios to accommodate the expected economic environment.

 3:15 - 3:30

Draws and Door Prizes - Winners must be in attendance to collect their prize

Conference Close

*Please note that the agenda is subject to change due to unforeseen circumstances of presenters or venue.