Canadian Association of Government Finance Officers (CAGFO) is HYBRID In Person and Online this year!
2023 CAGFO Annual Conference “Innovation – The Way Forward” will take place from October 29 – November 1, 2023.
The last two virtual conferences attracted more than 1000 delegates from across Canada and we plan to continue building on this success. We're HYBRID this year!
Register one or many (we have group rates to make it affordable for even the largest of organizations!) 100% of the conference speaker sessions Oct 30 - Nov 1 will be available by live stream online throughout on the conference website at the same time the delegates are attending in person. We are excited to offer this HYBRID conference model and look forward to meeting you either in person or virtually. (Welcome event Oct 29 in Ottawa).
This NATIONAL ANNUAL CONFERENCE is part of CAGFO's commitment to promoting excellence in government finance. We hope you will join us. And interact too! Have your Zoom open in another tab when you enter the conference website on event days, and you can participate in polls, surveys, AGM voting (if CAGFO member), Q & As, especially in the FORUMS, chatroom discussions, photo booth, visit exhibitor booths online, virtually and more!
Registrants can watch sessions back on demand (after they are edited) until November 29th on the conference website. We hope to see you there! And WELCOME to all of you who have already registered. You do not need to be a CAGFO member to register.
REGISTRATION CLOSES THIS FRIDAY OCT 27, 2023 at noon (EST)
Access, to go inside this website, will be open to registrants as of October 29, 2023 at 4:30pm EST
Conference welcome by Wendy Stephanson, Ottawa's new City Manager. And land acknowledgement ceremony.
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In our rapidly evolving business landscape, Lee Jeyes equips leaders with the tools and strategies needed to face these changes head-on and thrive.
As the most recent Head of Innovation at Walmart Canada, Lee led a team of researchers, creators, strategists and developers that continuously challenged the status quo.
Lee was the youngest store manager in both the UK and Canada for the world’s largest retailer and was part of the launch of Walmart Canada’s online grocery business which drove over $500 million in business value in a two-year period.
His contributions to the industry have been recognized in publications such as the Progressive Grocer’s Industry’s Best and Brightest Under 40 in 2021.
Spearheading the launch and leading Walmart Canada’s first innovation incubator – Blue Labs – Lee’s primary role was to discover, intake and create solutions for the most complex challenges that customers and leaders are facing today.
In his spare time, you can find him in Toronto walking along the water with his Great Dane, Wall or making music in his plant-filled loft.
CAGFO Canadian Association of Government Finance Officers Annual General Meeting.
The Office of the Auditor General of Canada (OAG) serves Parliament by providing it with objective, fact-based information and expert advice on government programs and activities, gathered through legislative audits. Parliamentarians use OAG reports to oversee government activities and hold the federal government to account for its handling of public funds. These activities cover topics such as health, culture, the environment, finance, agriculture, transportation, and scientific research, to name only a few.
This Office’s work is extremely important for our democracy. Given our ever changing world, this session will outline how the OAG is adapting to meet the evolving needs of Parliamentarians and Canadians.
Session Overview:
– Learn about the key skills required to lead as a financial professional in municipal government
– Learn about the challenges you will face on your leadership journey
– Learn how to improve your leadership skills
– Learn how to transition from being a financial professional to municipal executive or CAO roles
Many public sector organizations struggle with legacy IT systems that lack the capabilities and integration required to manage a modern City, limiting the ability to capture and utilize valuable data to enable efficient and effective decision-making. In an effort to modernize many look for a technology solution without first properly assessing and understanding their readiness for change.
This session will focus on:
– Building a Culture of Change – the importance of preparing the people who will determine your success for the future
– Assessing the Current State – understanding where you are in relation to where you want to get
– Developing a Vision for the Future – Establishing corporate policy while meeting business needs.
Five factors to consider for diversification and risk assessment.
Portfolio diversification is critical, but choosing the right financial institution can feel like a daunting task. Many decision-makers lean towards credit ratings to help assess an FI, but that shouldn’t be your sole deciding factor. In this session with Yvette Wu, CEO and Co-founder of Yield Exchange, we will explore 5 additional factors that go beyond a credit rating that will help you make better investment decisions and mitigate risk.
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Organizations of all types and sizes are constantly at risk. The implications of unidentified or unaligned risks in Public Sector organizations can be widespread, affect entire communities, and result in public scandal.
Many organizations do not have sufficient risk management processes despite the potential ramifications. It can be a mammoth task, and public sector finance departments are already overextended. This webinar will provide an overview of Enterprise Risk Management (ERM), risk governance, and the tools that enable successful risk management without overextending the finance department.
Learn how to protect your organization by identifying and keeping tabs on crucial risks before they become a crisis.
Topics to be covered include:
- ERM Introduction
- Evolution of Risk Management
- ERM definitions
- Establishing guardrails, not speed bumps
- Why adopt an ERM program?
- Risk Governance
- Overview/Key Elements
- Roles & Perspectives
- Three lines of defense
- Risk policy and program
- Risk Framework
- Risk appetite
- Risk types and risk taxonomy
- Risk monitoring and use of Key Risk Indicators (KRIs)
- Handling incidents
- Enterprise-wide risk assessments
Since ChatGPT exploded in our lives in 2022, Artificial Intelligence (AI) is already having a significant impact on the tasks and and requirements needed for today’s education and professional work. While many are fearful that AI will replace the need for many, the reality is much more nuanced than what many are preaching, though the skill sets and tasks required are evolving. Attend this session to keep up the various tech tools that will impact your career moving forward.
After participating in this session, the learner will be able to:
– Identify 30+ AI tools that can support your work
– Review and discuss with your peers the impact of AI and other technologies on the future of the profession
– Understand how current AI technology will continue to evolve
Government agencies are constantly under pressure to deliver more services more efficiently with fewer resources. In this session, learn how group procurement can help public organizations to find cost savings, enhance sustainability initiatives, and streamline finance and procurement operations.
Session Overview:
– Learn about the key skills required to lead as a financial professional in municipal government
– Learn about the challenges you will face on your leadership journey
– Learn how to improve your leadership skills
– Learn how to transition from being a financial professional to municipal executive or CAO roles
Today’s high-profile hacks of major organizations and institutions have increased awareness of the issues of digital security, yet most people are compromising their personal and company’s information on a regular basis, which can put their business…and themselves…at risk. Attendees at this session will better understand the digital risks and learn to separate truth from hype about how secure their presence is.
– Understand how to best keep your personal and professional digital presence from being compromised
– Identify 3 critical acronyms for your business’ digital security
– Learn over 5 tools that will significantly increase your online protection
Are you in charge of reporting municipal asset values for insurance or other purposes?
If yes, you know that determining property values for diverse buildings and their contents isn’t an easy task. Ever-changing construction costs, market dynamics and price points, hard-to-navigate personal property (or contents) exposures….. it is hard to keep up. This session will discuss the role of appraisals in municipal risk and financial management, the possible sources of values and the importance of report up—to-date, accurate property values.
Gain an insight into the role of insurance appraisals in public sector risk management.
Look at possible sources of property values for insurance or other purposes.
Discuss the importance of obtaining qualified, expert opinion of value.
GFOA Greeting
Pamela is the president and CEO of CPA Canada. Prior to assuming this role, she was the chief financial and corporate strategy officer at Payments Canada. She also served as chief financial officer and head of finance and employer services for the Workplace Safety and Insurance Board.
In 2016, Pamela was named a Fellow of the profession, and in 2019, she was honored as Canada’s CFO of the Year.
Pamela is an accomplished and dedicated community leader, serving on a number of boards and councils. She is also an active and founding member of the advisory board for the Institute for Sustainable Finance and helped found the Canadian Chapter of the Accounting for Sustainability CFO Leadership Network.
The Annual PSAB update is one of the mainstays of our conference. The session will provide up-to-date information keeping you current with PSAB proposals including an update on: strategic plan & initiatives, projects on the technical agenda (intangibles & employee benefits) and other key initiatives (Technical Advisory Group and Indigenous Advisory Group). At the end of this session, participants should have the information they need regarding new standards and be aware of emerging issues in public sector financial reporting.
In March 2023 PSAB approved its new reporting model in Section 1202, Financial Statement Presentation, which will be effective for fiscal years beginning on or after April 1, 2026. The Reporting Model contained in Section PS 1202:
– is consistent with PSAB’s new Conceptual Framework;
– builds on the Reporting Model in Section PS 1201, Financial Statement Presentation; and
– provides the public with understandable information for accountability purposes.
Attend this session to obtain an overview of:
– the key principles in Section PS 1202;
– significant changes from the reporting model in Section PS 1201;
– the implications of the changes to preparers and users; and
– key consequential amendments arising from the new reporting model.
The Town of Aurora, a mid-sized town in the Greater Toronto Area, embarked on their journey to replace a highly customized medley of on-premises applications with a competent, state-of-the-art Cloud solution. After a rigorous RFP process evaluating several ERP and Municipal solutions, Oracle was selected as the software provider and Vigilant Consulting as the software reseller and implementer of Oracle Cloud Applications. Over the nearly one-year timeline Vigilant has implemented the ERP (General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Assets, Self-Service Purchasing, Procurement Sourcing, Procurement Contracts, Purchasing, Supplier Portal), EPM (Workforce Planning, Financial Planning and Project Planning) integrating with the Municipal Solutions (Property Tax, Utility Billing, etc.)
The Municipal By-laws and the guidelines that the Town needed to adhere were strictly adhered to on the solution blueprint. Vigilant worked with the Town to ensure streamlining, and standardisations were an essential piece of the overall design. Re-engineering of existing businesses process had to be rendered to where applicable with happy outcomes such as paperless approvals giving way to online ones. Data integrity was achieved through segregation of Business Units in the Receivables Module, and mirrored in the Municipal solution to enable a seamless integration between the two systems.
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Social movements such as #metoo movement and #blacklivesmatter as well as the fallout from the Pandemic, have led to an increase in the incidence of workplace investigations and harassment complaints across government. Employees are increasingly using formal mechanisms to mitigate workplace transgressions which, perhaps, in the past they would have tolerated or managed themselves. The onus of Occupational Health and Safety and Federal and Provincial Human Rights regulations, good municipal governance and fear of civil lawsuits has created an atmosphere of trepidation and concern within government. Although municipal guidance and good governance procedures are standard across government, the size of the government, the relationships within it, and the history of action or inaction, has impacted government officials. The finance officer is caught between fiscal responsibility and ensuring regulations are followed. Investigations are costly; both monetarily and reputationally. Michael will discuss the post pandemic concerns facing government organizations, what can be done to mitigate issues such as a toxic culture and what to do when a transgression occurs. This session will focus on:
- Identifying the toxic workplace or the poisoned work environment.
- Identifying gaps in policies – what are the best practices.
- Managing complaints of harassment and workplace misconduct.
- Deciding should we do it ourselves or hire a professional?
- What are the surprises to be expected?
- How do we manage the cost?Identifying the toxic workplace or the poisoned work environment.
Identifying gaps in policies – what are the best practices.
Managing complaints of harassment and workplace misconduct.
Deciding should we do it ourselves or hire a professional?
What are the surprises to be expected?
How do we manage the cost?
In this exciting session, you will get first hand details on developments in the international and Canadian landscape of sustainability reporting. With so many changes happening today and coming in the near future, this is an important time to join us for this thought provoking session. Given the recent formation of the Canadian Sustainability Standards Board, you’ll get first hand updates from the Chair on what you can look forward to in the Canadian context. Additional implications for the Public sector will also be shared. We aim to give you the information you need, with practical tips on how to get started and continue your journey with the new developments.
The Town of Aurora recently implemented a new financial system, which also included implementing Enterprise Municipality Suite (EMS) for Property Tax, Utility Billing and Cash Collection. The Enterprise Municipality Suite is a user-friendly interface that manages several areas of business unique to local governments and fully integrates into your financial system of choice. This removes the need for additional systems and keeps your data together, in one repository.
Enterprise Municipality Suite integrates revenue and invoices from the Property Tax and Utility Billing modules directly into the financial system, allowing all receivables for the municipality to be managed together. In addition, implementing the integrated CashClerk module allows customer service through the Town to capture and record cash receipts for invoices and onetime payments. It also processes pre-authorized and lockbox payments as well as managing post-dated cheques and adjustments. The entries from CashClerk are automatically posted to the financial system once balanced in EMS, recording the revenue and cash in the ledger without delay.
Join us for a discussion of lessons that both the Town and the software company, Ravic, learned during the implementation of the Enterprise Municipality Suite (EMS) at the Town of Aurora. A brief background to the Town’s project, along with a brief introduction to the EMS product will be followed by a discussion of topics related to the implementation experience.
Overview: - Emerging Property Tax Trends In Canadian Municipalities
- Leveraging Tax Policy to achieve broader City objectives
- Keeping Taxes low while delivering services in a high-inflation environment
- Grants and Property Tax Reductions for Not-for-Profit Affordable Housing
Sustainability: Please join leaders from the Canadian Sustainability Standards Board (CSSB) and the International Public Sector Standards Board (IPSASB) for a question and answer style engagement session. During this discussion, our leaders are pleased to answer any questions you may have from the previous sustainability session.
Public Sector Accounting Standards: This is an opportunity to discuss issues around reporting information in public sector financial statements. While it typically engages in topics related to emerging issues and standards (public sector accounting standards) that are upcoming, out for comment and/or being implemented, any related topics are open for discussion.
The Director of the Public Sector Accounting Board will attend with his staff of experts in related topics. Possible topics could include the Technical Advisory Group; employee benefits; conceptual framework; reporting model; intangible assets, Public Sector Discussion Group, Indigenous Advisory Group, and the Government Not-for-profit Strategy. If attendees wish to discuss existing issues such as AROs, that’s also up for discussion.
Forums are intended to be interactive sessions with full participation from attendees. It is an opportunity for attendees to network and discuss current issues amongst themselves. Please turn on your cameras and take the opportunity to learn from your peers and participate in discussions.
The Police Finance forum will provide an opportunity in a Q&A format for participants to discuss and share experiences on budget/fiscal challenges that Police services across the nation are facing. Some of the topics may include firearm replacement, space and facility planning and funding/budget sustainability.
Forums are intended to be interactive sessions with full participation from attendees. It is an opportunity for attendees to network and discuss current issues amongst themselves. Please turn on your cameras and take the opportunity to learn from your peers and participate in discussions.
This will be an asset management forum discussing the current status of asset management practices and the involvement of accountants in asset management. Also to be discussed is the asset management training needs of accountants, the various training opportunities and funding available and their suitability.
Fun Night Networking Event. Join us ... for a Paranormal Spooktacular (included with your registration, exclusive event). Business/Business Casual. IN PERSON ONLY
A Talk by Terry Velasquez, CPA, CPFO
In an era defined by dynamic economic forces and global uncertainties, understanding the economic landscape at the local level is paramount. Susan offers a comprehensive glimpse into Canada's current economic situation, with a sharp focus on local dynamics. She will discuss immigration and housing and what the pivotal factors are that will shape the future of municipalities, from infrastructure investments to tax policies and the evolving nature of work. Join us for an in-depth exploration of these critical economic topics, where we'll uncover insights and strategies for navigating the challenges and opportunities that lie ahead for Canada's local economies.
COVID-19 was a game changer for many of us – some working from home, some working in a hybrid arrangement and others worked as normal. We learned again that balancing a busy and often challenging professional and personal life is never easy. Life brings us all daily challenges, but it is how we choose to address each of these challenges that defines us and the quality of life that we want and deserve. In this uplifting, positive, solutions-oriented presentation we’ll explore some common-sense strategies that you can use today to achieve a better and more realistic work life balance…and live your best life.
Learning Outcomes:
– Discover why a better and more balanced begins with important conversations.
– Learn that creating and establishing boundaries serves us and others in our lives.
– Experience two powerful demonstrations on the effects of stress…and what it means.
– Examine why less is more, that you don’t have to do it all and that its about quality over quantity.
– Learn why we need to “say when” when it comes to technology.
Closing Remarks
A few days prior to the conference starting, you will be sent a “Good to know before you go” e-mail containing additional details regarding both in-person and virtual attendance. Until then, please take a look at our FAQs for any conference attendance and program information. Didn't find your answer there? E-mail Marie-Louise at office@cagfo.ca