draft - FEI Canada

DRAFT
President’s Report
November 2016
Iwanttothankallofourboardmembersand
volunteerswhohelporganizeanddeliverchapter
contenttoyou.Asalways,weencourageeveryone
toconsidervolunteeringbyjoiningourboard,
assistingononeofourcommitteesorotherwise
providingfeedback.Ithinkithasbeen
demonstratedconsistentlythatthemoreinvolved
anindividualisintheirchapter,thegreaterarethe
rewardsofmembership.
IamlookingforwardtoanexceptionalyearwithFEI
andconnectingwithyouthroughouttheyear.
Thankyou.
DearFellowFEICanadaMembers:
WelcomebacktoanotherexcitingyearwithFEI
Canada.
Ournationalmottois“leadershipbeyondfinance”a
centralthemewhichyourBCchapteristakingto
hearttoensurethatourmembershipiswell
equippedtoprovideleadershipfromafinancial
perspective.Ourgoalistoprovideessentialand
criticalcontentbalancedwiththesocialand
networkingopportunitiesthatcreateoverallvalue
forourmembership.Wewelcomeandappreciate
allyourfeedbackandsupportwhichhelpsour
boardtoensurethatyourmembershipexperience
meetswithyourexpectations.
Nextyear’sannualconferencewillbeheldin
Whistlerandweasachapterhaveatremendous
opportunitytotakepartinanexceptionalvarietyof
programmingwithtopnotchspeakers,interactwith
otherchaptersandexpandourlocalmembership
base.IencourageallofyoutosavethedateJune
14-16,2017forthisyear’sconference.Additionally,
theconferenceprovidesagreatopportunityforour
chaptertoexpanditsmembershipbasewithallnew
membersthisyearreceivingacomplimentary
attendancetoconference,anapproximate$1,400
value.Weencourageallmemberstoreachoutto
theirpeerswhowouldbenefitfrommembership
andinvitethemtoaneventwherewecanoutline
theFEICanadavalueproposition.
November2016
Timm Kukler
Page1
DRAFT
Membership Committee
Report
•
Abigwelcometoourlong-timemembersandtoour
newmembers,whohavejoineduprecently!It’s
beenagreatstarttoanewyearbeginningin
SeptemberwithawidearrayofVancouverChapter
eventsandawholehostofnewFEICanada
membersjoiningup.
TheFEICanadaVancouverChaptermembership
currentlystandsat192members,whileourFEI
Canadamembershipstandsat1,524membersasat
October31,2016.Areviewofmember
demographicsshowsthatthelargestagegroup
amongcurrentmembershipisthe50–59agegroup
at31.9%andthelowestisthe30to39agegroupat
5.7%.Therearehugechallengesandopportunities
forustoincreaseourmembershipamongtheGenX
andespeciallytheGenYseniorfinance
professionals.AtarecentFEIMembership&
MarketingCommitteemeeting,therewasalotof
discussionaboutreducingtheaveragememberage
of57.3-yearmarkandincorporatinganumberof
newinitiativestoattractyoungermembers.There
arealsoplanstoensurethatweachievegreater
membershipretentionamongourcurrent
members.
Someofthenewstrategiesincludethefollowing:
• Coffee/lunchmeetingswithprospectiveFEI
Canadamembers&FEICanadaBoard
members
• A“MemberBuddy”programfornewerFEI
Canadamembers.
• A“Meet&Greet”programatallFEICanada
ChaptereventsfornewerFEICanada
members.
• “RiskyBusiness”–trackingandreachingout
tocurrentFEImembers,whoarenot
attendingoureventsonaregularbasis.
• ProspectiveMemberTrackingProgram–
trackingprospectiveFEICanadamembersto
November2016
ensuretimelyandperiodicfollow-upon
theirinterestinjoiningFEICanada.
At this time, I want to welcome our newest FEI
Canada members, who have joined in the last 4
months:
• LaurelCampbell–VicePresident,Corporate
ServicesatOldsCollege
•
VolodyaGusak–CFOatPCUrbanProperties
Corp.
•
AnnaKristensen–DirectorofFinanceat
MillerTiterle&Company
•
VictoriaMcComas–Director,Finance,HR&
Operations,M&PMercurySalesLtd.
•
DianeRapatz–VicePresidentatWestbank
ProjectsCorp.
•
GlenShipp–RetiredMembertransferred
intoVancouverChapter
Memberswhohavereinstatedtheir
memberships:
•
MeryleCorbett–CFO&DirectorofFinance
atKFAerospace
•
JohnHanbury–CorporateTreasureratCHC
GroupLtd.
TakecareandseeyouatanupcomingFEICanada
event!
Danley Yip
Page2
DRAFT
Members
In the News
DavidSmith,CPA(California),IC.D–wasappointed
earlierin2016asaBoardDirector&Chairofthe
AuditCommitteeforDominionDiamond
Corporation,whichisaCanadiandiamondmining
companythathasanownershipinterestof2major
producingdiamondminesintheNorthwest
Territories.DavidwaspreviouslytheEVP&CFOfor
FinningInternationalandhasbeenaCFOforBallard
PowerandFraserRiverPile&Dredged(GP)Inc.as
wellastheRegionalCFO,VP,BusinessDevelopment
andVP,CorporateRelationsforPlacerDome.
JeffBoomer,MBA,CFA–isnowaConsultantfor
B&SHoldingsLtd.,whichisacompanythatprovides
assistancetoitsclientsinawiderangeoffinancial
andstrategicmatters.JeffwaspreviouslytheCFO
forEarlsKitchen+Bar,aManagingDirectorfor
FioreCapitalCorporationandtheEVP&CFOforthe
VancouverWhitecaps.
BradCruickshank,CPA,CMA–wasappointedthe
CFOforTranscanLeasingCorporationinJuly2016.
BradwasformerlyanEVPandCFOforHub
InternationalaswellastheCFOfortheDueckAuto
Group.HehasalsobeentheFEIVancouver
ChapterPresidentandcurrentlyistheVice
Chair/TreasurerfortheTapestryFoundation,which
managesfundsandprojectstoraisefundsand
awarenessforMtStJoseph'sHospital,and7
seniorscentersinMetroVancouver.
Ifyouhaveanynewstoshareaboutanewjob,aBoardappointment
oranoutstandingachievement,pleasesendmeanemailat
[email protected]
Danley Yip
WaheedHirji,CPA,CA,CISA–isnowtheChief
OperatingOfficerforPeoplesTrusteffective
October2016.PeoplesTrustisaboutiquefinancial
servicescompanyservicingtheCanadian
marketplaceforover30years.Hewaspreviously
theCOOandCFOforProsperaCreditUnionaawell
asaDirector,StrategicPlanning&AnalysisforCIBC
WealthManagement.
November2016
Page3
DRAFT
FEIsters &
Career Transition
Career Transition
FEIsters
FEICanadaVancouverChapterwelcomesanewly
retiredmemberfromtheTorontoChapterwho
recentlymovedtotheVancouverarea.
GlenShipphasanaHonours
BachelorofCommercefrom
Queen’s(1973),articledwith
Ernst&Ernst(nowKPMG)in
TorontoandreceivedhisCAin
1975.Hewentintoindustryin
1978astheControllerofalarge
nationalelectricalwholesaler,thenmovedto
Numeris(thenBBMCanada)andspent23years
withthemretiringasEVP&CFOthispast
summer.Healsospentthreeyearsasthenational
CFOofVONCanada,anationalhealthcareNPO&
charitybetween2001and2004.Hehasspent
significanttimeonvolunteerboardsrangingfrom
UnitedWay,Children’sAidandalargeschoolbased
daycareorganizationknownasPLASP.Herecently
movedtoMapleRidgeandiscurrentlythe
Treasurerofthestratainwhichhelives
Areyouin,orcontemplating,acareertransition—
workingasacontractCFO,consultantorotherwise
self-employed?
AkeybenefitofFEICanadamembershipisthe
opportunitytonetworkwithothermemberswith
similarinterests—atmeetings,CFOroundtables,
socialeventsandasfriends.
Thechapterboardrecentlyapprovedaninitiativeto
supportandencouragenetworkingamong
membersintransitionandtheothercategories
mentionedabove.
Thewayinwhichthiswillbedonewilldependon
theinterestandpreferencesoftheparticipants.It
wouldprobablybeginwithameetingatwhich
memberswhohavebeenthroughcareer
transitions-—includingperiodsofcontractwork—
wouldsharetheirexperiences,followedbya
discussionofopportunitiesfordevelopingand
participatinginaprofessionalsupportnetwork.
Ihavehadpersonalexperienceofanearlier
initiativeofthiskindandcanstronglyrecommend
it.
We’dliketostartbyfindingoutthelevelofinterest
inthisidea.
Ifyouareinterestedinlearningmoreaboutthis,
pleasesendane-mailwith“FEICanadaTransition”
inthesubjectlinetoLizBowell
[email protected]
anFEICanadaevent—orbyphoneat(604)7320366.
Hugh Lindsay
Hugh Lindsay
November2016
Page4
DRAFT
Events
September-November
Welcomebacktoallourmembersaswediveinto
our2016–2017season.Weplantocontinueour
eventstrategyfromlastyearwithanassortmentof
eventsincludingbreakfastorlunchsessions,CFO
Roundtables,one-offspecialeventsaswellas
continuingour“ShopTours”series.
OurannualWinePairingeventsponsoredbyMNPis
setforNov15atanewvenue,theFairmontPacific
Rim.Thiseventisalwaysagreatdrawandan
opportunitytoconnectwithfellowmembersina
morerelaxedsetting.
Asalways,wehopeyouareenjoyingthemixand
quantityofeventssofarthisyear.Keepyoureyes
onyouremailandthewebsiteformoreevent
detailsaswelockthemdown
WelaunchedourseasonwithaGoldSponsorevent.
ACCAsponsoredabreakfastontheTransformation
oftheFinanceFunctionandbroughtintheHeadof
FinanceTransformation,MattDolphin,fromBritish
Airwaystospeakonthetopic.Mattprovidedarare
glimpseintotheworkingsofBritishAirwaysandwas
aninformativeandengagingspeaker.
https://www.feicanada.org/vancouver/chapterevents#
Dave Andru
TheAnnualAGMandKickoffeventwasheldat
GrouseMountainwhichprovedtobeagreatvenue.
Theweathercooperated,theview,foodandwine
wasamazingwhichculminatedinawell-attended
andsuccessfulevent.
Ifyouhaveanycommentsorfeedbackabout
FEICanadaVancouvereventsorhaveanideaor
suggestionforanevent,roundtableorshoptourplease
[email protected]
anyotherboardmember.
Wehavehadtworoundtablestodateaswell.One
hostedbyourSilverSponsor,RoperGreyellaround
StrategicPartneringandasecondfocusedonthe
CorporateSecretaryfunctionfacilitatedbyourGold
Sponsor,McCarthyTetrault.Bothhadgreat
turnouts,withinteractivediscussionsandwerevery
informative.
Wealsoinvitedmembers,spousesandguestsfora
movienightsponsoredbyoneofournewSilver
Sponsors,Anaplan.GuestsgatheredtowatchThe
Accountantmovieandwereceivedsomegreat
positivereviewsaroundtheevent.
November2016
Page5
DRAFT
Future
Events
Date
EventType
Detail
Location
December5,
2016
Luncheon
TheStrategicImportanceofHigh
PerformanceLeadership
SuttonPlaceHotel
December7,
2016
CFOShopTour
CFO‘ShopTour’TheLibertyDistillery
(rescheduledfromOctober)
TheLibertyDistillery
January24,
2017
CFORoundtable
Off-DutySocialMediaUseandtheLaw:
APrimerforEmployers
RoperGreyellLLP
April2017
Vancouver
Whitecaps
Date&DetailsTBA
BCPlace
Ifyouarenotreceivingoureventemailinvitations,pleasecontactLizat
FEICVancouver@shaw.ca.Eventdetailsarealsoavailableatwww.feicanada.org.
November2016
Page6
DRAFT
FEI Canada Vancouver Chapter
Salutes our Sponsors
Shouldyoubeinterestedinsponsorshiporhavearecommendationforustofollowupon,
pleasecontactEduardEpshteinateduard.epshtein@lithiumamericas.com604-806-0104
November2016
Page7
DRAFT
2016-2017 Chapter
Board of Directors
Tim Kukler
CFO, Nexterra Systems Corp.
1300 – 650 W Georgia Street,
Vancouver, BC V6B 4N8
President
Roger Bissoondatt
Chief Financial Officer
BC Liquor Distribution Branch
2625 Rupert St, Vancouver, BC V5M 3T5
Vice President
Doug King
Chief Financial Officer
Fenix Energy
1290-1500 W. Georgia, Vancouver V6G 2Z6
Past President
Oliver Piekaar
Vice President, Finance,
Richie Bros. Auctioneers,
9500 Glenlyon Road, Burnaby, BC V5J 3C2
Secretary-Treasurer
CRC Rail Management Services Ltd.
1254 Bracknell Place
North Vancouver, BC V7R 1V5
Head of Finance and Growth Development
Kit and Ace Designs
151 Water Street, Vancouver, BC V4A 1E1
Secretary
Peter Ballachey
Dave Andru
Treasurer
Events Committee
Chair
Gail Davidson
Events Committee
Director
Sonia Graham
Events Committee
Director
David Huber
David W Huber Professional Corporation
Events Committee
Director
Jessica Jang
Corporate Controller
Amacon Group
500 – 856 Homer St., Vancouver, VB 2W5
Events Committee
Director
Danley Yip
Vice President – BC
Robert Half Management Resources
724–1055 Dunsmuir St, Vancouver, V7X 1L4
Membership
Committee Chair
Brad Cruickshank
Chief Financial Officer
Transcan Leasing Corp
201–888 Terminal Ave,, Vancouver, V6A 0A9
Membership
Committee Director
Anne Yu
Director of Finance
American Hotel Income Properties REIT LP
1660-401 West Georgia St, Vancouver V6B 5A1
Membership
Committee Director
Eduard Epshtein
CFO, Western Lithium USA Corp.
#1100 – 355 Burrard Street,
Vancouver, BC V6C 2G8
Sponsorship
Committee Chair
Hugh Lindsay
President, FMG Financial Mentors Group Inc
FEIsters Chair
Liz Bowell
FEI Canada Vancouver Chapter
PO Box 60505 Granville Station
Vancouver, BC V6H 4B9
Chapter
Administrator
604-569-4119
[email protected]
November2016
Page8