Shared insights: Deloitte Calgary’s feature seminar series

Finding your way in the new economic reality. It’s not business as usual

Shared insights is made for you and your schedule. With twelve 60-minute sessions running in three concurrent tracks throughout the day, you can sign up for one session, two sessions, or stay for the whole day and take part in the discussions that matter most to you and your business. And while you’re there, keep the conversation going at our buffet breakfast and lunch.

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 Thursday February 9, 2012 – Event agenda

SESSION DETAILS

 1. Oil and gas: Cleantech and innovation

Presented by: 

Paul Leroux, Associate Partner

This presentation will provide an overview of the technologies being developed by Cleantech companies that will have an impact on the operations of oil and gas companies. Two key areas will be discussed: water lifecycle management and emissions intensity reduction associated with hydrocarbon production and refining.

Paul Leroux, Associate Partner and national Cleantech leader for Deloitte, provides guidance and advice to Cleantech companies across the country. He helps them understand the requirements of their marketplace, build relationships with suppliers and customers and navigate the challenges of the regulatory frameworks under which they operate. Paul also provides them access to the audit, tax, financial advisory, risk management and consulting resources required to be successful. For more than 25 years, Paul has been involved in the specification, design, development and operation of complex information technology solutions for large and small companies. Paul has been Chief Technology Officer of several Internet start-up companies, which has provided him with significant insight into advanced technology and business related issues. He has experience planning and managing large IT budgets and interfacing with board-level management teams and executive-level customers. Paul’s technical skills extend beyond IT to include environmental and earth sciences, advanced vehicle technology and complex defense information systems.

2. The future of your business: Tax, productivity and opportunity

Presented by:

Matt McMillan, Senior Manager
Faisal Jamal, Senior Manager

This presentation will outline effective tax planning strategies for private companies and their shareholders.

Matt McMillan is a senior manager in the Calgary Private company services practice with a focus on Canadian corporate tax planning. After working for several years in Saskatoon, where he served many clients in the manufacturing and energy and resources industries, Matt transferred to Calgary in 2007. He now works primarily with companies in the technology, media and telecommunications, construction and real estate sectors.

Faisal Jamal is a senior manager in the Private company services group. He brings experience in addressing the tax requirements of numerous private enterprises in various industries. Faisal focuses on generating comprehensive solutions for corporate structuring, tax planning and compliance. He also has experience in estate and succession planning and providing personal tax advice.

3. One billion and counting – The China effect on Alberta

Presented by:

Anand Radia, Manager
Laura Maurer, Consultant

Over the last five years, China has experienced over eight percent GDP growth annually, surpassing Japan as the second-largest economy behind the United States. The number of Chinese companies on the Fortune Global 500 in 2011 has increased to 61, from 16 in 2005. China’s political leaders have recognized that this fast growth model requires a strong foundation to balance sustainability. This shift in motivation has China’s leaders focusing on several strategic priorities that will increase China’s international growth and presence, while building the foundation for long term prosperity that is balanced with social equity.

This is the theme for China’s 12th Five-Year Plan and in Deloitte’s view, presents both opportunities and threats for Alberta’s energy and resources industry. Deloitte will discuss:

• What China’s 12th Five-Year Plan means for Alberta’s energy and resource companies
• Possible trends in the Alberta’s energy and resources industry
• How our economy can be proactive in responding to those trends

Anand Radia is a manager in Deloitte’s Strategy and operations consulting practice where he focuses on helping the finance function cope with change. He has over seven years of experience providing advisory and implementation services across fields of Engineering, Investment banking and Management consulting to develop strategic business solutions for global energy clients. His experience at Deloitte has included program strategy and management, post and pre M&A strategy, project management, technology strategy, corporate governance, risk management and reporting and analysis across areas of Finance and program integration. He holds a Bachelor of Engineering degree from the University of Toronto and an MBA from the Queen’s School of Business.

Laura Maurer is a consultant in Deloitte’s Human capital consulting practice with a focus on transformational change management, project management and talent management. Her experience has included accelerating talent management goals by continuously building and supporting business cases for world-class talent solutions, integration and analytics in order to enhance employee productivity and company profitability in the oil, gas and mining industries. She holds a Bachelor of International Management degree from the University of Lethbridge and is a Certified Human Resource Professional.

4. Deloitte and Gowlings on anti-corruption

Presented by:

Gina Campbell, Partner – Deloitte
Kristine Robidoux Q.C, Partner – Gowlings

Is your organization operating or contemplating operations in jurisdictions at higher risk for bribery and corruption? Join Deloitte partner Gina Campbell and Gowlings partner Kristine Robidoux Q.C for a discussion on anti-corruption focusing on the following:

• What we can expect from the Canadian enforcement authorities in the year ahead
• How companies can take pre-emptive action to avoid investigations and resultant prosecution, loss of share value and reputational damage
• How to mitigate risk through anticorruption risk assessments and tiered due diligence
• How to respond when a problem is alleged or identified

Gina Campbell, Partner, has over 11 years of experience investigating and assisting companies address fraud and corruption. Gina’s investigative experience includes the areas of alleged fraud, financial misconduct, breach of fiduciary duty and corruption. She has conducted investigations for clients in a range of industries including energy and resources, manufacturing, technology and telecommunications and public sector. Gina spent two years in the US National Office of Deloitte focusing on the Consideration of Fraud in Financial Statement Audits. In this role, she was a subject matter resource to audit engagement teams in the areas of Antifraud Programs & Controls, fraud brainstorming discussions and journal entry testing. Gina has developed and facilitated numerous training sessions on the subjects of fraud and corruption for both clients and Deloitte personnel.

Kristine Robidoux is a Partner in Gowlings' Calgary office, practicing in the areas of corporate risk and business integrity and compliance with an emphasis on the energy and construction industries. Kristine specializes in the creation and implementation of corporate compliance programs in the areas of domestic and international anti-bribery and corruption laws, privacy and data protection laws, utility market conduct regulations, energy trading regulations and business ethics. Her practice focuses on corporate governance and compliance as a vital risk management tool as well as the legal aspects of corporate crisis management.

5. A-head in the clouds: How cloud computing is transforming the way companies manage, pay and develop their workforce

Presented by:

Harley Young, Senior Manager – Deloitte
Stephen Codrington, Western Canadian Regional Sales Manager – Workday

A-head in the clouds begins with an overview of cloud computing by taking a closer look at the value proposition, credible risks and popular uses that are emerging from within the enterprise market. From this foundation, the session builds an understanding of how the cloud is transforming the enterprise HR systems market by addressing questions such as:

• What is happening in the enterprise HR software marketplace?
• What drives customers to the cloud?
• What benefits does cloud-hosted HR software deliver?
• Who is using these solutions?

This session will provide an informative introduction to cloud computing and help attendees understand how one cloud-solution in particular can help address challenges with system implementation, workforce planning and human capital management.

Harley Young is a senior manager in the Calgary office of Deloitte where he focuses on the use of innovative technology as a means of addressing challenges with operating performance. Having been with Deloitte for more than a decade, Harley has worked in several offices in the United States and Canada, and has published numerous articles on topics such as electronic social networks, cloud computing and enterprise mobility. He has taught at the Queen’s School of Business and the Haskayne School of Business and managed infrastructure engineering for two technology start-ups before joining Deloitte. Harley holds an Master of Science in Management from Queen’s University, is an active software developer, a committed technophile and an enthusiastic supporter of social collaboration and cloud computing.

Stephen Codrington is the Western Canadian regional sales manager for Workday's Human Capital Management, Spend Management and Payroll solutions. Prior to joining Workday, Stephen spent seven years focused on analytics and business intelligence with Business Objects, and, through acquisition, with SAP. Stephen holds an MBA from Simon Fraser University, and both a Master and Bachelor of Environmental engineering from the University of Waterloo.

6. The changing trends of M&A in Western Canada

Presented by:

Paul Hawksworth, Senior Manager
Claire Dixon, Senior Manager

Western Canadian enterprises continue to seek transactions that create shareholder value and provide access to the necessary resources and capital. However, the landscape of Mergers and Acquisitions (M&A) activity is becoming increasingly complex and global in nature. Organizations are asking how they can realize the expected value and reduce execution risk in transactions. Deloitte is pleased to share our perspectives on how thoughtful and robust planning in advance of and throughout the transaction cycle can set your organization up for success.

Paul Hawksworth is a Senior manager in Deloitte’s Financial advisory practice in Calgary. He began his career with an international public accounting firm, completing his CA designation before moving into capital markets. He was in investment banking with a boutique investment bank focused on the junior oil and gas sector in Calgary. Paul has acted on several oil and gas advisory transactions, including: asset and corporate acquisition and divestiture advisory assignments, fairness opinions and various private placement and prospectus financings.

Claire Dixon is a Senior manager in Deloitte Calgary’s Strategy and operations consulting practice. She has twelve years of experience advising senior executives on a range of strategic issues. Claire has worked across the full cycle of transaction advisory including M&A strategy, commercial due diligence and post-merger support. Her expertise spans a range of industry sectors including energy and resources, manufacturing, defense and transportation, and strategic client issues across Europe, North America and Australasia.

7. Building your strategic plan 101

Presented by:

Ken Brownlee, Senior Manager
Shelley Jahnke, Senior Manager

All companies struggle with today’s business complexities – trying to manage risks and seize opportunities. Large companies may have dedicated groups of people focusing on specific issues, but the reality for the vast majority of the Canadian business marketplace is that small teams deal with a broad range of matters. They likely do not have the depth of expertise required to address all matters and certainly do not have large blocks of time to dedicate to specific items. Our Advisory group works with small to mid-sized companies to provide the needed expertise to address specific matters on an expedited basis. Sometimes all these companies need is a different perspective, a discussion with a subject matter expert, or someone to facilitate an executive team. Dedicating short time slots to work “on the business” instead of “in the business” can yield exponential dividends for these companies.

This presentation will highlight critical steps to developing strategy, some key pitfalls and best practices that your company can leverage.

Ken Brownlee is a Senior manager at Deloitte and is highly experienced in IFRS, U.S. GAAP and Canadian GAAP. During his career in Ottawa and Calgary, he has worked with private and public companies in a variety of different industries including manufacturing, services and technology. Ken has been involved in many securities engagements, which have included IPOs, corporate M&A and secondary offerings. He has also served a number of clients in an advisory capacity helping clients to operate more efficiently and effectively, as well as implement process improvements.

Shelley Jahnke, Senior Manager, Finance and performance management consulting, has over 15 years of experience working as a finance professional within the energy and resources industry sector, focusing on integrating and linking finance and accounting data, processes and systems with business operations to support framing and achieving corporate strategy. Her experience includes consulting in the areas of strategic planning, financial planning and analysis, budgeting, performance management, investment analysis and decision making, financial close, and cost allocation. Shelley’s industry experience includes exploration and production, midstream, energy and utilities and transportation.  Shelley also brings IFRS experience managing financial reporting and accounting operations across Canada and in several international locations.

8. Business model optimization: Tax-optimized supply chain strategies

Presented by:

Markus Navikenas, Partner
Andrew McBride, Partner
Chris Lange, Associate Partner

Deloitte’s Business Model Optimization (BMO) group designs supply chain strategies and business transformations that create value from operational, financial and tax perspectives. Through a series of case studies, this session will provide an introduction to effective supply chain management for Canadian firms with existing or expanding international operations.

Markus Navikenas is a partner and an economist in the Transfer pricing services practice in the Calgary office. Markus has significant experience in transfer pricing; including planning engagements, dealing with the Canada Revenue Agency on transfer pricing issues and assisting clients in compiling and presenting information to support transfer prices and audit strategies. Markus has developed transfer pricing analyses and documentation for numerous Canadian and U.S. multinationals in the energy sector. His experience spans a wide range, from developing transfer pricing policies and documentation for compliance purposes to assisting taxpayers with transfer pricing audits. He also assists multinationals with responding to tax authorities on transfer pricing matters including voluntary disclosures, advance pricing arrangements and obtaining relief from double taxation.

Andrew McBride is the leader of Deloitte’s International tax services practice for the Calgary office and is a member of our National Opinion Committee for International Tax. Andrew specializes in providing international and domestic tax services to both Canadian and foreign based multinational companies.  He has in excess of 18 years of professional experience dealing with Canadian and international- related tax matters. Andrew helps companies understand acquisition planning, financing and related cross-border tax planning opportunities. He has been a speaker at numerous professional conferences discussing a variety of international and Canadian tax matters.

Christopher Lange is an associate partner in Calgary and leads Deloitte’s Western Canadian Supply chain and lean six sigma practice. He has 25 years of supply chain strategy and operations consulting experience with a deep functional knowledge of supply chain strategy and operations, strategic sourcing, category management, procurement operations, purchase to pay, vendor alliances, contract management and administration, inventory and materials management, logistics, transportation and distribution. He has delivered supply chain projects in many industry sectors including energy and resources, transportation, manufacturing, technology, financial services and public sector.

9. Addressing the labour issues in the oil and gas industry with long-term workforce strategies

Presented by:

Van Zorbas, Partner

Most organizations are operating in increasingly complex environments where current and expected future growth must be managed within economic uncertainty, changing environmental and regulatory conditions and technological advancements. These conditions are shaping workforce challenges and influencing human capital trends in Canada and Alberta.

This presentation will focus on talent management issues related to the talent gap, and how taking into consideration Generation Y’s differing preferences and approaches to work will be increasingly critical in managing employee retention and developing an organization’s talent strategy. Workforce planning is central to an integrated talent management strategy and can provide a platform for organizations to better understand internal and external factors affecting their workforce and develop short and long-term strategies that are aligned with business objectives.

Van Zorbas is a partner in the Calgary office and is the Human capital market leader as well as the HR transformation and HR outsourcing leader in Canada. He specializes in conceptualizing, designing and implementing strategic HR service delivery solutions. Van has worked with organizations of all sizes in creating and refining strategies for insourcing or outsourcing various functions. His recent projects include leading the analysis of an insourcing solution for a global pharmaceutical client and post integration work for a media organization following a merger.

10. Supply chain management: Out of the box

Presented by:

Christopher Lange, Associate Partner

This session will discuss how technology and social media can be used to improve buyer-supplier relations, improve productivity and reduce costs. We plan to conduct an interactive session expressly aimed at purchasers, users, and providers of products and services.

Christopher Lange is an associate partner in Calgary and leads Deloitte’s Western Canadian Supply chain and lean six sigma practice. He has 25 years of supply chain strategy and operations consulting experience with a deep functional knowledge of supply chain strategy and operations, strategic sourcing, category management, procurement operations, purchase to pay, vendor alliances, contract management and administration, inventory and materials management, logistics, transportation and distribution. He has delivered supply chain projects in many industry sectors including energy and resources, transportation, manufacturing, technology, financial services and public sector.

11. Recent issues in compensation tax

Presented by:

Lawrence Levin, Senior Manager

Increasingly, companies are looking south of the border to attract top talent. It has also become increasingly common for employees to work in Canada on a short-term basis where their expertise is required on a specific project. Hiring U.S. persons or sending U.S. persons to work in Canada presents a unique set of tax issues which we will canvass in this presentation.

1. Attracting top talent from the U.S.: compensation opportunities and pitfalls
   Compensation tax issues involved in recruiting U.S. persons to work in Canada
   Tax issues where U.S. persons do not relocate to Canada
2. Frequent business travellers to Canada
   Navigating the associated reporting, withholding and corporate exposure

Lawrence Levin is a senior manager in Deloitte’s Tax services practice in the Toronto office. He specializes in the design and implementation of tax effective incentive, deferral and retirement compensation plans. Lawrence holds a Bachelor of Arts (Economics) from York University and a Bachelor of Laws degree from the University of Western Ontario.

12. The strategic advantage of oil and gas resource evaluations in an unconventional world

Presented by:

Dave Russum, Senior Manager

The oil and gas industry has seen radical changes as a result of using the dual technologies of horizontal drilling and multistage fracturing. These technologies have opened opportunities to produce hydrocarbons from many different unconventional reservoirs. The cost of developing these reservoirs is extremely high so companies must be able to show that the potential prize justifies the investment. Independently prepared resource reports provide a method for stakeholders to assess individual projects and compare with other opportunities early in the investment cycle. The updating of these reports and consultative relationships between the client and evaluator can ensure that the client develops the best possible plan to ultimately convert the project into bookable reserves. This presentation will address what a resource report is, how it is prepared, and how it can be used both within a company and in the marketplace.

Dave Russum, Senior Manager, Energy and resource advisory services, Financial advisory, is a geologist by training and has spent much of his career exploring and developing oil and gas fields in Canada for Amoco, Crestar Energy and Geo-Help Inc. His credits include drilling the second most prolific gas well ever drilled in Canada. In the 1990s, he recognized the limitation of conventional reservoirs to meet North America’s oil and gas needs and began independent research into unconventional reservoirs. He has followed the development of the unconventional industry for more than fifteen years and has presented many papers on the subject to technical societies, regulatory bodies, the general public and academia.

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