| DATE | SPEAKER | TOPIC | Ref |
| Feb 17, 2010 | Maria Rabiasz, MBA, Senior Director, Canadian Structured Finance Ratings Robert Palombi, Director, Fixed Income Research, Standard and Poor’s Canada |
Canadian Corporate Credit & Securitization Market Update and Outlook |
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| Jan 20, 2010 | Tammy G. Thompson, CA, Ernst & Young |
Treasury Implications of IFRS - Now and in the Future An overview of IFRS and the Treasury implications to Canadian public companies. |
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| Nov 25, 2009 |
Moderator:
Panel
Members: Michael Gregory, Managing Director and Chief Economist, BMO Capital Markets Jacques Marcil, Senior Economist, Canada West Foundation |
Global Economic Forum Our economic panel discusses the developments occurring in the world economy, from global, national and regional perspectives, and represent a diverse range of expertise. |
Click Click Click |
| Oct 21, 2009 | William MacLachlan, Director, Pas Chairman & Senior Portfolio Manager; Mawer Investment Management LTD | Investment Outlook for 2009/2010 | |
| Sept 16, 2009 |
Victor Panlilio, Marketing Director,
Worley Parsons Canada Ltd There were many requests for web addresses mentioned in Victor Panlilio's presentation on Sept 16th. Victor will be providing a "clean sheet" outlining best practices and a handout of his presentation in the near future. In the meantime here are some of the websites mentioned: http://www.ted.com (ideas worth sharing - lots of them) http://www.academicearth.org (free university lectures) http://www.glassdoor.com(rate your employer) http://qik.com/ (stream live video from your mobile) http://www.lutw.org(supported by WP and WP I&E staff) http://www.kiva.org(microfinance for the developing world) http://www.cluetrain.com(what businesses need to 'get') |
Gen X vs. Gen Y - A humorous and informative look at how we need to recognize both the differences and similarities in Gen X and Gen Y | |
| May 22, 2009 | Larry Pollock, President and Chief Executive Officer of Canadian Western Bank | Mr. Pollock will discuss how the current global financial crisis has impacted Canadian banks and what it means for local businesses and consumers. He will address changes that have occurred in lending standards and specific things that financial institutions are doing to help support continued business growth in our province. | |
| April 15, 2009 |
Susanne Alexandor, Head Mid Market Group, Senior Portfolio Manager, UBS Bank (Canada) in Toronto |
Ms. Alexandor will discuss the use of currency derivatives and Double Currency Units (DOCUs) and their applicability in yield enhancement and risk management. Susanne will also discuss hedging strategies in the context of the current market environment. | |
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March 24, 2009 |
Dr. Warren Jestin, SVP & Chief Economist, Scotiabank |
Developments occurring in the global economy and the implications for Canadian businesses and individuals | |
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February 18, 2009 |
Phil Tawtel, Director of Enterprise Risk Management and Compliance, North America, Custom House |
Corporate Fraud | |
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January 22, 2009 |
Steve
Wojciechowicz, Commercial Manager, SWIFT America |
SWIFT “A learning opportunity for all businesses" | |
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November 26, 2008 |
Tom Connell, Standard & Poors Credit Market Services |
Global Credit Markets: Current Crisis and the Canadian Outlook | |
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Stephen Small, SVP, Energy Services for Banc of America Leasing |
Renewable/Sustainable Energy Financing Options in North America | ||
| April 14, 2008 | Tim Simard, Managing Director, Energy Derivatives, National Bank | The Street’s View of Corporate Hedging Programmes | click |
| March 18, 2008 | Todd Throndson, Managing Partner, Calgary, Avison Young Commercial Real Estate | Commercial Real Estate Outlook for Alberta | |
| February 20, 2008 | Josef Schachter, President, Schachter Asset Management. | His topic will be: "Phase 2: The Commodity Boom Takes Off: Up, Up and Away for Prices!" | click |
| January 15, 2008 | Steen Skorstengaard, Partner, Deloitte & Touche LLP | Enterprise Risk Management | click |
| November 16/2007 |
Panelists: Christopher Rupkey, Chief Financial Economist Bank of Tokyo-Mitsubishi UFJ William R. MacLachlan, Chairman Mawer Investment Management Tom Connell, Managing Director, Canadian Ratings Standard and Poors Moderator: Todd Hirsch, Senior Economist ATB Financial |
2007 Economic Outlook: Global Crisis or National Opportunity? | |
| October 16/2007 |
Anatol Feygin, Head of Global Commodity Strategy, Bank of America Securities |
With deep industry knowledge and extensive sell side experience, Mr. Feygin is well positioned to understand the fundamental shifts currently occurring in commodities markets. Anatol will provide a comprehensive and informative overview of recent market developments, and insight into trends that will be influencing the markets in the future. |
click |
| May 16/2007 |
Ray Fattell, Senior Vice President, Global Transaction Banking, HSBC New York |
The Convergence Journey: Paper to Electronics: The continuing evolution of data and payments continuing the transition from paper to electronics and plastic. | |
| April 18/2007 | Peter Linder, Managing Director of DeltaOne CapitalOne partners. | Forecast for the Oil and Gas markets in 2007 and beyond. | |
| March 15/2007 | cancelled | ||
| February 21/2007 | Michael Levy, Executive Vice President, Financial Analyst, Custom House | The Canadian Dollar in a Global Context: Viewing the Canadian dollar in a macro, global environment, interpreting economic data to optimize business success; and adjusting to changes in relative value. | |
| January 17/2007 | Tim Simard, Managing Director of Energy Derivatives, National Bank | Corporate Risk Management: An Alternative Perspective: An unconventional look at corporate hedging programmes, highlighting concerns around the inclusion of market views and dollar cost averaging in implementation strategies. Tim Simard heads NBC Energy, National Bank of Canada’s energy risk management and proprietary trading business unit. | click |
| November 22/2006 | Craig Bolen; Account Manager, Thomson Financial | Treasury Management System Acquisition: Benefits and Considerations: An overview covering system justification, evaluation, selection and implementation, focusing on the development of web-based platforms and the resultant value created for organizations of all sizes. | click |
| May 17/06 |
Mo Jansons, Director of Industry Affairs Royal Bank of Canada |
Come join us as Mo discusses one of the biggest changes to Canadian banking in 50 years. He will outline what these changes are and how your company will need to prepare as Canada joins other countries in Cheque Image Exchange. |
click |
| Apr 19/06 | Michael Levy - Custom House | Preparing for Par: The Canadian Dollar in a Global Context. Viewing the Canadian dollar in a macro, global environment; interpreting information to optimize business success; and adjusting to changes in relative value. | click |
| Mar 15/06 |
Stefan DuChene, Senior Manager Financial Advisory – Deloitte & Touche LLP |
Come join us as Stefan discusses the regulatory environment of Canadian companies. He will discuss how the regulatory environment requires Canadian companies to have anti-fraud programs and controls. |
click |
| Feb 15/06 |
Ronald Matthews – Imperial Oil, Manager Cash Operations |
Come join us as Ron discusses the history Stakeholder Advisory Council and how it relates to the CPA. He will discuss the role of its members (Financial Institutions) and the role of corporations and individuals as it relates to payments. Ron will also discuss ACSS, LVTS and future of TECP (Truncation and Electronic Cheque Presentation). |
click |
| Jan 18/06 | Peter Linder – DeltaOne Capital |
Peter discusses outlook for Oil and Natural Gas Prices and Industry. Why investors may have incorrect forecast for Oil and Natural Gas future. |
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| Nov 16/05 | George E. Davis – Director and Chief FX Technical Analyst, RBC Capital Markets | Development of Trading Strategies and Medium to Long Term Price Forecasts Using Technical Analysis | click |
| Oct 12/05 | Terry Ritchie, Senior Manager International Services, Royal Bank of Canada and Ian Matheson, Chief Executive Officer, Aon Captive Services (Canada) | Tax Savings Strategies Using Captives "Canadian companies have used captives over the last few decades typically for risk management and tax benefits associated with non-Canadian risk. This session will discuss these benefits but also opportunities for tax benefits from Canadian risk." | click |
| Sept 14/05 | Ms. Mei Li Lee, Business Development Manager, EDC - Calgary | Export Financing for Companies | click |
| May 18/05 |
Brian Tario, Firm Director, Financial Advisory, Deloitte & Touche LLP |
Minefields of employee misconduct - what to do when an employee's misconduct is inappropriate, how to investigate, react, prevent and detect, etc. |
click |
| Apr 20/05 |
Wendy, Lowe, Executive Director in not for profit field and Instructor and Presenter for Petroleum Engineering Institute of Continuing Education |
Why are Baby Boomers giving their lives away at work? Why are Generation X so hard to get a commitment from? What’s with these Millennial kids and their desire to make a difference? Please join Wendy as she discusses the challenges of generational conflicts in the workplace. This session will help you be proactive in how you deal with the issue on a personal interactive level and will also help you look at what it means in managing this new corporate culture reality. |
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| Mar 16/05 |
David B. Makarchuk, FSA, FCIA, Mercer Human Resource Consulting |
What Comes After Denial? The Future of Canadian Pension Plans |
click |
| Feb 16/05 |
Constable Kathy Macdonald, Calgary City Police |
Identity Theft - A New Frontier of Safeguarding Personal Information |
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| Jan 19/05 |
Brian McArthur, VP, Treasury Management, RBC |
The ever changing role of the treasury function as it becomes more strategic. The impact of technology on emerging payment and treasury solutions and finally some thoughts from CFO's on key changes that are likely to occur in the next few years. |
click |
| Dec 3/04 |
Heather
McDermid, Silver Medalist for Rowing in 1996 and a Bronze medalist for
Rowing in 2000 |
The trials and tribulations of training and competing for the Olympics |
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| Nov16/04 |
T. J. Marta, Senior Currency Strategist with RBC Capital Markets; Tom Ebbern, Managing Director of Research at Tristone Capital |
Canadian dollar and an outlook for the currency; current commodity dynamics will impact on equity valuation for oil and gas producers and an outlook for commodities |
click |
| Oct 25/04 |
Jeffery Rubin, Chief Economist and Chief Strategist - CIBC World Markets |
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| May 13/04 |
Ms. Judy Hammond, Assistant Vice President, Payment Services, Credit Union Central Alberta Limited |
CPA-Cheque Imaging in Canada: |
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| Apr 13/04 |
Professor Piers Steel, U of C |
Why we procrastinate and what we can do about it. |
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| Mar 16/04 |
Brian
Tario, Firm Director, Financial Advisory, Deloitte & Touche LLP |
Detecting Fraud and Theft in the 21rst Century |
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| Feb 17/04 |
Andrew Foley - Paul Weiss of Rifkind Wharton and Garrison LLP. |
Sarbanes-Oxley certification - current issues. |
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| Jan 20/04 |
Robert
Palombi (S&P Canada) |
Corporate Credit Cycle, Asset Backed CP |
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| Dec 15/03 |
Jamie Clark @ the Palliser Hotel |
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| Nov 17/03 |
Marc Chandler (HSBC NY) |
FX update and outlook |
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| Oct 15/03 |
Randy Ollenberger (BMO-NB Calgary) Ranked #3 Analyst in Canada |
Commodity Markets update/price forecast. |
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| Sept 14-16 |
21st Annual TMAC Conference - CALGARY |
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