9:00 - 9:15

Opening Remarks from Chair, Hugh Innes

9:15 - 9:30

Introduction to “The Investment Challenge”
• Geoff Waters, CFA, Jones Heward Investment Counsel
• Jeff Frketich, CFA, Mulvihill Wealth Management
• Steven Smith, CFA, Beutel Goodman
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.

9:30 - 10:15

Trust Models
• Stephen Pillipow, LLB Woloshyn & Co
• Scott Hamilton, TD Waterhouse
This session will provide an overview of the structures of various trust models that are currently
being used by Communities across Canada.

10:15 - 10:30

Break & Team Registrations

10:30 - 12:00

Trust Basics
Susan Milne, Executive Trust Officer, Aboriginal Trust Services, TD Waterhouse
•This is a primer session for those who are new to the area of trusts or just want a refresher course.

Investment Basics
• Geoff Waters, CFA, Jones Heward Investment Counsel
• Jeff Frketich, CFA, Mulvihill
• Steven Smith, CFA, Beutel Goodman
This session will cover basic investment concepts and principals.

Investment Advanced
• Jim Lampard, CFA, Lincluden Management
For delegates with knowledge and experience in investment, this session will help them build on that knowledge base.

12:00 - 1:00

Lunch & Investment Challenge - Round 1 Trades must be submitted by 1:00 pm

1:00 - 2:45

Trust Basics - This repeats the morning session of Trust Basics

Investment Basics - This repeats the morning session on Investment Basics

Trust Managers Session
• Wyatt Arcand, Trust Liason, Alexander First Nation
• Alanna Jones, Trust Manager, Garden River First Nation Community Trust
This session is intended only for those individuals working as Trust Managers or Trust Administrators. An excellent opportunity to share experiences and learn from each other.

Advanced Investments - This repeats the morning session on Advanced Investment Concepts

2:45 - 3:00

Break

3:00 - 3:45

Structure of the Investment Industry - Why it Matters
• Kelly Rodgers, CFA, Rodgers Investment Consulting
There are many different types of firms all involved in the financial services and investment industry. This session will explain what types of firms are best suited for management of trust assets and how to identify them.

3:45 - 4:00

Issue Round 2 News Updates and Round 1 Portfolio Results

4:00 - 4:45

Establishing Priorities and Work Plans
• Victoria Grant, Temagami First Nation
Each group will identify the key learnings they want to achieve and begin the development of a report to C&C and Community reporting on what was learned.

9:00 - 9:15

Opening Remarks from Chair, Hugh Innes - Round 2 Trades must be submitted by 9:15 am

9:15 - 10:00

Fiduciary Duty: How does it apply to each structure and who are all the people in the equation
• Amber Crow, LLB Nhwegahbow Corbiere Barristers & Solicitors
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 they meet a fiduciary Standard of Care.

10:00 - 10:45

Planning: Key Issues in Developing Trust Agreements
• Nancy Kleer, LLB Olthius Kleer Townshend

Operating: Trustee and Council Orientation - Case Study
• Wayne Clarke, Trust Manager Keenanow Trust, Norway House FN
Gain practical insights into developing an effective orientation program

Accounting: Maintaining a proper paper trail for the audit
• Darlene Lafontaine, CAFM, Financial Advisor, Wabun Tribal Council
This session will provide practical tips on getting ready for an audit. Being well prepared will help control audit fees.

Youth: Understanding Financial Statements and Investment Reports
• Jeff Frketich, CGA, CFA Mulvihill Wealth Management
This session will provide an understanding of financial statements and investment reports, how to find the most
important information, and what to look for.

10:45 - 11:00

Break - Issue Round 3 News Updates and Round 2 Portfolio Results

11:00 - 11:45

Spending: An Innovative Approach to Housing, Both On and Off Reserve
• Michael Labbé, President, Options for Homes
“Options For Homes” is an innovative approach to housing that can be geared to middle and low income earners that can be adapted to the needs of Aboriginal Communities.

11:45 - 12:30

Planning: Case Study
• Ian Bannon, Councillor, Fort William First Nation
• Kim Fullerton, LLB
In developing a trust agreement, what functions need to be identified, and responsibilities assigned; and who will implement the requirements in the document.

Operating: Trust Office Operation, Job Descriptions, Budget Templates, and MOU’s
• Mark Sevestre, Trust Manager, Mississaugas of the New Credit Community Trust
Learn about best practices in the management of a Trust Office. Examples from other trusts will be provided.

Spending: An Innovative Approach to Housing, Both On and Off Reserve
• Michael Labbé, President, Options for Homes
“Options For Homes” is an innovative approach to housing that can be geared to middle and low income earners that can be adapted to the needs of Aboriginal Communities.

Youth Track: Running Business Meetings
• Clint Davis, LLB, CEO, CCAB and Nunatsaivut Citizen
Learn how to manage the business of a trust to be a key master of an effective team.

12:30 - 1:30

Lunch and Keynote Speaker - Round 3 trades must be submitted by 1:30 pm

1:30 - 3:30

Report and Update on ARI and Attawapiskat First Nation
• Joe Gaboury, CEO, Attawapiskat Resources Inc.
Attawapiskat Resource Inc. will provide a brief update on the success of their business ventures that have resulted from the Impact Benefit Agreement with DeBeers and the impact of these profits on the Trust.


Case Study: Alderville First Nation
• Dave Mowatt, Councillor, Alderville First Nation
Alderville First Nation has been running a successful program providing support to small entrepreneurs for more than a decade. They will share their insights on how to set up a successful and self-sufficient loan program to assist entrepreneurs within their membership.

Issue Round 4 News Updates and Round 3 Portfolio Results

Conference Report & Work Plan
• Victoria Grant, Temagami First Nation

FREE TIME

6:00 - 9:30

Evening Gathering:
• Dinner at Kaytoo
• Entertainment by Ryan McMahon Read more

Review standing of teams

Review of News Updates for Round 4

Trades submitted for Round 4 must be
submitted by 9:00 pm

9:00 - 9:15

Opening Remarks from Chair, Hugh Innes - Round 5 News Update and Round 4 Portfolio Results

9:15 - 10:15

Investment Policy
• Rick Brooks, Retired Portfolio Manager, PH&N
The key document that will determine your long term financial success. Learn best practices from a senior practitioner for balancing risk and return.

Round 5 Trades must be submitted by 10:00 am

10:15 - 11:00

Budgets: Developing Realistic Budgets for Trust Operations
• Georgina Villeneuve, Regional Senior Manager Estates and Trusts, CIBC Trust
Developing budgets is an annual ritual for every individual and organization. This session will provide insights and practical tools that will help Trustees develop realistic budgets.

Case Study: Project Evaluation
• Six Nations Community Development Trust, Rosemary Smith, Chair & Melba Thomas, Trustee
Learn how Six Nations Community Trust evaluates proposals for funding from Trust income.

Youth Track: Careers in the Financial Services Industry
• Panel
Learn about the career options within the financial services industry. What are the educational requirements and how to identify opportunities.

Spending: Schoolelink Online Customized Tutorials & Online Homework Help
• John Rodgers, CEO Schoolelink
Schoolelink has developed a web-based tutorial service which can be customized for any provincial curriculum, highschool equivalency, or trade school. This is a program that could be delivered to all members, regardless of where they live.

11:00 - 11:15

Break

11:15 - 12:00

Sustainable Spending Levels
• Ed Kwan, CFA and Heather Shannon, CFA, McLean Budden
How much income can a trust spend each year and still ensure the value of the trust keeps pace with
inflation for future generations.

12:00 - 1:30

Lunch - Announcement of Investment Challenge Winner and 2009 Workshop

1:30 - 2:15

Planning: Trustee and Council Training
• Nancy Hager, Councillor and Florence Pilon, Trustee, First Nation of Nacho Nyak Dun
When creating a Trust, what training is needed to ensure Trustees understand roles & responsibilities

Operating: Evaluating Performance and Defining Acceptable and Appropriate Levels of Service
• Speaker TBD
Learn how one First Nation manages their suppliers to ensure the best result for their Trust.

Environmentally & Socially Responsible Investing
• Michael Jantzi, CEO, Jantzi Research
Learn how to incorporate environmental sustainability into your investment portfolios.

National Aboriginal Trust Officers Association (NATOA) Information Session
• NATOA Executive
Find out about NATOA, and how this association can enhance your knowledge of Trusts & Investments.

2:15 - 3:00

Trustee and Investment Manager Selection Process: Case Study
• Kelly Rodgers, CFA, Rodgers Investment Consulting
The process of identifying suitable trustees and investment managers can be complex. This session will provide
a step by step methodology to ensure the Community is being well served by their professional advisors.

3:00 - 3:30

Final Conference Report & Work Plan
• Victoria Grant, Temagami First Nation

Conference Close