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AFPC® Treasury Forum with the SCT Institute

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AFPC® Treasury Forum with the SCT Institute AFPC® Treasury Forum with the SCT Institute 1 AFPC® Treasury Forum with the SCT Institute The AFP of Canada Treasury Forum with the SCT Institute will explore how treasury can maximize its role as a strategic partner in business operations, capital structure decisions and overall corporate strategy. Balance sheets are showing high levels of cash and companies are structuring themselves for growth, treasury has the opportunity to increase its role as a strategic partner within the company. Come to Toronto this June to tackle this topic along with most pressing issues facing the profession. We look forward to seeing you this June. The AFPC Treasury Management Forum is especially designed for corporate practitioners who are: • Assistant Vice Presidents of Finance • Accountants • Treasury Operations Managers • Managers of Treasury/Finance • Cash Managers • Assistant Cash Managers The SCT Institute is designed for senior level corporate practitioners with the titles of: • Chief Financial Officer • Vice President of Finance • Treasurer • Assistant Treasurer • Controller • Directors of Treasury Management/Finance 2 Schedule at a glance TUESDAY, JUNE 14, 2011 THURSDAY, JUNE 16, 2011 5:00 P.M. – 6:00 P.M. Registration 7:00 A.M. – 12:00 P.M. Registration 5:30 P.M. – 7:30 P.M. SCT Institute Reception 7:30 A.M. – 8:00 A.M. Breakfast Sponsored by HSBC Bank Canada Sponsored by (Restricted attendance) Bank of America Merrill Lynch 8:00 A.M. – 9:00 A.M. Concurrent Roundtables WEDNESDAY, JUNE 15, 2011 9:00 A.M. – 9:30 A.M. Break in Marketplace 7:00 A.M. – 5:00 P.M. Registration 9:30 A.M. – 10:30 A.M. Concurrent Roundtables 7:30 A.M. – 8:00 A.M. Breakfast 10:30 A.M. – 11:00 A.M. Break in Marketplace 8:00 A.M. – 9:15 A.M. SCT Institute 11:00 A.M. – 12:00 P.M. Concurrent Roundtables Opening General Session Sponsored by HSBC Bank Canada 12:00 P.M. – 1:00 P.M. Luncheon Address (Restricted attendance) Pat Quinn 8:00 A.M. – 2:30 P.M. Corporate Risk Management Sponsored by American Express Seminar for Treasury & Finance 1:00 P.M. – 1:30 P.M. Dessert Reception 9:15 A.M. – 9:30 A.M. Break in Marketplace 9:30 A.M. – 10:30 A.M. SCT Institute 1:30 P.M. – 2:30 P.M. Concurrent Roundtables Concurrent Roundtables 2:30 P.M. – 4:00 P.M. Closing Keynote Address Sponsored by HSBC Bank Canada Jim Leech (Restricted attendance) 10:30 A.M. – 11:00 A.M. Break in Marketplace 11:00 A.M. – 12:00 P.M. SCT Institute Concurrent Roundtables Sponsored by HSBC Bank Canada (Restricted attendance) 12:00 P.M. – 1:00 P.M. SCT Institute Luncheon Address Andrew Oland Sponsored by HSBC Bank Canada (Restricted attendance) Register Online at 1:00 P.M. – 1:30 P.M. SCT Institute www.AFPonline.ca/Register Dessert in Marketplace or fax the enclosed 1:30 P.M. – 2:30 P.M. SCT Institute registration form to Concurrent Roundtables 301.907.2864. Sponsored by HSBC Bank Canada (Restricted attendance) 2:30 P.M. – 3:00 P.M. Break in Marketplace 3:00 P.M. – 4:30 P.M. Keynote Address Warren Jestin 5:30 P.M. – 7:30 P.M. Reception Sponsored by Citi 3 SCT Institute Program Highlights SCT INSTITUTE GENERAL SESSION SCT INSTITUTE LUNCHEON ADDRESS WEDNESDAY, JUNE 15 WEDNESDAY, JUNE 15 8:15 A.M. – 9:15 A.M. 12:00 P.M. – 1:00 P.M. SCT Institute General Session: Journey from Humble How Can Treasury Support Earnings Start-up to a Growth (Restricted Attendance) Household Name Explore effective strategies for making Treasury a trusted (Restricted Attendance) business adviser. Hear fellow practitioners describe their Learn how Moosehead Breweries Limited expanded tactics for motivating their teams to get a seat at the table. from its humble beginnings to Canada’s oldest and MODERATOR largest independent brewer. Andrew Oland, Chief Robert G. Stanley, CMA Executive Officer will reveal the strategies and practices Vice President & Treasurer that Moosehead has implemented to maintain its stature Samuel, Son & Co. Limited as a successful premium brewer despite economic recession and fluctuation in the commodities prices. PANELISTS Andrew Oland Kerry Biggs President & Chief Executive Officer Treasurer, Global Container Terminals, Inc. Moosehead Breweries Limited Chairman, AFP of Canada Board of Directors Paul Stinis Senior Vice President & Treasurer Bell Canada The SCT Institute is exclusively sponsored by: Scott Wilson Vice President & Treasurer Teck Resources Limited TASK FORCE We thank our esteemed task force for their dedicated efforts to guide the development of the AFPC Treasury Forum with the SCT Institute. Jackie Ancrum Debra Hinds Rhian Silvennoinen, CMA Manager, Global Cash Administration & Control and Manager, Treasury and Credit, Management & Treasury Global Cash Management Canadian Region Finning Ltd. Director WorleyParsons Canada Ltd. Bombardier, Inc. Grace Brine Nasreen Somani, CTP Cash Manager Trevor Jones Treasury Manager Irving Oil Limited Assistant Treasurer Hatch Agrium Inc. Michael Greven Paul Stinis Assistant Treasurer Arthur Kacprzak SVP & Treasurer TELUS Director, Treasury Services Bell Canada Samuel Son & Co. Limited Sharon Welsh Senior Manager, Global Treasury Woodbridge Foam Corporation 4 AFPC Treasury Forum Program Highlights OPENING GENERAL SESSION WEDNESDAY, JUNE 15 3:00 P.M. – 4:30 P.M. Opening General Session: Economic Update How will Canada’s economy be affected by the changes around the world? Brazil, India and China’s high growth rates and the demand for raw materials have a direct impact on the Canadian economy. Financial regulatory reform in the U.S. and abroad will also be felt across Canadian banking and business landscapes. What might the outlook be for the next 12-18 months? Warren Jestin Senior Vice President & Chief Economist Scotiabank LUNCH CLOSING KEYNOTE THURSDAY, JUNE 16 THURSDAY, JUNE 16 12:00 P.M. – 1:00 P.M. 2:30 P.M. – 4:00 P.M. How to Build a Winning Team Moving into the Private Pat Quinn has a knack for assessing talent Equity and Infrastructure and bringing people together to create a Investment Space— winning team. Hear how the three-time Challenges and Opportunities gold medalist and legendary coach Jim Leech, CEO of Ontario Teachers’ Pension cultivated a winning team by encouraging Plan, will address the history of moving into trust in teammates and emphasizing the the private equity and infrastructure common direction that everyone is heading investment space, discuss the successes and toward. Discover the skills necessary to challenges that were faced, and identify motivate your team to accomplish great future opportunities for OTPP in these and things. other areas. Pat Quinn Jim Leech Former Head Coach President & Chief Executive Officer Team Canada Hockey Ontario Teachers’ Pension Plan Former Head Coach and GM Toronto Maple Leafs Sponsored by: 5 Program Highlights On Wednesday, June 15, attend the Corporate Risk Management Seminar for Treasury & Finance. This seminar, normally priced at $600, is included in your registration for the AFP of Canada Treasury Forum and SCT Institute. (SCT Institute attendees may select to attend this seminar or Wednesday’s concurrent executive-level roundtables). Corporate Risk Management Seminar for Treasury & Finance Financial and treasury professionals are challenged to manage financial risks (interest rate risk, FX risk, equity risk, commodity risk, liquidity risk, and credit risk) at their institutions. This seminar will review the key trends and developments in financial risk including: • A thorough discussion of risk analytics / risk • The role of financial risk within an overall enterprise assessments, key risk indicators, value-at-risk risk management (ERM) framework and economic capital models • Dashboard reporting for the board and executive • Risk management policies, including the development management of risk tolerance levels • Expected benefits, performance metrics, and feedback • Risk governance, including the role of the board vs. loops for effective risk management management • Lessons learned from the global financial crisis INSTRUCTOR James C. Lam This seminar has been approved for 6 CTP/CCM/CPE President recertification credits. James Lam & Associates Thank you to our sponsors Platinum Sponsor Featured Sponsors General Sponsors 6 AFPC TREASURY FORUM WITH THE SCT INSTITUTE WWW.AFPONLINE.CA/GROW Concurrent Roundtables Operating a Global Business Liquidity Management – (Restricted Attendance) Strategic Uses for Cash Review cultural implications, business (Restricted Attendance) practices and other nuances of doing business What are corporates doing with excess cash on in foreign markets. the balance sheet? How much cash is too much and what are the parameters for making this FACILITATORS decision? What are the strategic uses of cash as Shan Nair, Ph.D. far as risk management and possible acquisitions? President What other forms of strategic access to capital, Nair & Co. including contingent capital, allow for growth Rick Albert opportunities? Discussion will include repatriation former Treasurer decisions and the use of intercompany loans to Biovail Corporation manage internal liquidity. Cash Forecasting to Treasury’s Role in Capital Support Business Decisions Structure & Allocation Decisions (Restricted Attendance) (Restricted Attendance) Design a cash forecasting process to provide Given high levels of cash on the balance sheet, management with the information needed to make easier access and lower cost to capital in the debt financial decisions about acquisitions and capital markets, how are corporations structuring their structure. Determine what operational support is balance sheets to prepare for
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