AFOA Canada. AFOA Saskatchewan Fall Conference and AGM September 30, 2015 Saskatoon, Saskatchewan

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1 AFOA Canada AFOA Saskatchewan Fall Conference and AGM September 30, 2015 Saskatoon, Saskatchewan Terry Goodtrack, MPA, B Admin, CPA, CGA, CAFM, CAPA President & CEO AFOA Canada

2 Our Vision AFOA Canada is the centre for excellence, information and certification in Aboriginal management Our Mission Building management proficiency and connections that enhance effective Aboriginal governance, administration and self-reliance

3 AFOA Canada Values Responsive; to the interests of our members, chapters, communities and partners; Relevant; timely, accurate and clear in all of our information, programs and services; Collaborative; in building relationships, addressing issues, and meeting needs; and Excellence; through the high quality standards that strengthen our credibility and impact.

4 Topics Membership Certified Programs Workshops CAFM part of CPA Canada Financial Literacy Youth Conferences National International

5 AFOA CANADA AND COMMUNITY REACH OVER 1500 MEMBERS Head Office in Ottawa 8 Chapters Aboriginally Controlled Governed by Board of Directors Non-profit Non-political

6 AFOA Saskatchewan Chapter Graphical Representation SK Chapter Mar 31/14 Members Lost New Members Mar 31/15

7 SK Chapter (204) Membership Mapping at March 31, 2015

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9 Communication Services Conferencing discounts Financial Services Travel Mortgages Credit cards Car Rental Hotel Other travel related Member Perks Computer Software Providers Accounting software Insurance Life Insurance Group Insurance

10 CAFM The Certified Aboriginal Financial Manager (CAFM) Designation Developed with National Accounting Association in Canada Only one of it s kind in the world Over 520 CAFMs in Canada Based on competencies, ethical standards, education and experience Professional Exam and MOC Certified Aboriginal Financial Management (CAFM) Program 14 courses leading to the CAFM designation Offered on-line through AFOA Canada

11 CAFM Program Requirements Certificate level Online Courses CAFM 1-6 CAFM 1 Financial Accounting: Fundamentals CAFM 2 Business Communications CAFM 3 Aboriginal Business Law * CAFM 4 Aboriginal Strategy & Decisions ** CAFM 5 Values and Ethics in the Aboriginal Workplace** CAFM 6 Aboriginal History & Developments ** * Offered on-line through AFOA and at accredited colleges and universities ** Offered on-line through AFOA only or through approved colleges and universities Diploma level Online Courses CAFM 7-14 CAFM 7 Management Information Systems CAFM 8 Micro & Macro Economics CAFM 9 Financial Accounting: Assets CAFM 10 Financial Accounting: Liabilities & Equities CAFM 11 Business Quantitative Analysis CAFM 12 Management Accounting Fundamentals CAFM 13 Corporate Finance Fundamentals CAFM 14 Aboriginal Human & Fiscal Issues **

12 CAFM Laddered Education CAFM Certificate 1 year CAFM Designation 3 Years CAFM Diploma 2 Years Management Degree 4 years B.Comm, BBA CGA, CMA, CA Masters/MBA Degree 5+ years

13 Education Agreements Program AGREEMENTS IN PLACE Assiniboine Community College (MB) Centennial College (ON) College of the Rockies (BC) Confederation College (ON) Saskatchewan Indian Institute of Technologies (SK) School of Community Government (NT) Yellowquill College (MB) Cape Breton U (NS) U College of the North (MB) U of New Brunswick (NB) U of Saskatchewan (ESB) (SK) IN PROGRESS Nicola Valley Institute of Technology(BC) U of British Columbia (BC) U of Victoria (BC) Grande Prairie Regional College (AB) Southern Alberta Institute of Technology (AB) Nipissing U (ON) TARGETS McGill U (PQ) U of Alberta (AB) U of Manitoba (MB) Carleton U (ON)

14 CAPA THE CERTIFIED ABORIGINAL PROFESSIONAL ADMINISTRATOR (CAPA) PROGRAM One of our most powerful and promising innovations is the Certified Aboriginal Professional Administrator, or CAPA program. Guided by a grassroots CAPA Council, community driven. A holder of a CAPA designation has demonstrated his or her attainment of high ethical, governance, finance and management competency. Our goal is to make CAPA the designation of choice for Aboriginal management professionals. Target is Aboriginal Senior Managers

15 CAPA Program Requirements Certificate level Online Courses CAPA 1-8 CAPA 1 Human Resources Management CAPA 2 Leadership CAPA 3 Financial Oversight CAPA 4 Communications CAPA 5 Governance Structures & Processes CAPA 6 Accountability & Performance Reporting CAPA 7 Planning & Organization CAPA 8 Values, Ethics & Professionalism * Offered on-line through AFOA and at accredited colleges and universities ** Offered on-line through AFOA only or through approved colleges and universities Diploma level Online Courses CAPA 9-16 CAPA 9 Negotiation & Conflict Resolution CAPA 10 Knowledge of Community CAPA 11 Critical Thinking & Analysis CAPA 12 Knowledge of Culture & Language CAPA 13 Emotional Intelligence & Professional Development CAPA 14 Law & Legislative Awareness CAPA 15 Aboriginal Community Economic Development CAPA 16 Organizational Behaviour & Capacity Development

16 Laddered Education CAPA Online Program CAPA Certificate 1 year CAPA Diploma 2 Years CAPA Designation 2+ Years Degree Program 3 or 4 years B. Commerce, BBA, Public Admin etc. Masters/MBA Degree 5+ years

17 Capacity Development Workshops 17

18 JAM: The Journal of Aboriginal Management Fall Edition Communications

19 Financial Literacy Literature Review Canada USA Australia New Zealand Financial Literacy Survey Planning Ahead Managing Financial Affairs Public and Private Benefits Financial Products & Services Protecting against Fraud and Financial Abuse Financial Literacy Products Retirement Planning for Aboriginal Canadians Dollars & Sense Series of Articles Canada Pension Plans National Conference Building Women s Wealth Matters

20 YOUTH INITIATIVES Dollars & Sense Financial Literacy Publication Designed for Aboriginal Youth PotashCorp Aboriginal Youth Financial Management Awards To date, 21 students attended the national conference as recipients Indigenous Learning Centre - Norman Taylor Memorial Bursary and Scholarship Programs To date, the following were awarded: 14 $1,000 bursaries; 16 on-line course scholarships; 16 national conference scholarships 20

21 Achievements Certified Members 527 CAFMs 41 CAPAs Workshops 137 workshops 2,443 participants National Conferences 15 Conferences 11,805 delegates

22 Upcoming Activities Membership Strategy CAFM Integration to CPA Canada Retirement Planning for Aboriginal Canadians Governance Courses Year End Preparation and Guidance

23 CAFM Integration to CPA Canada CAFM ACAF University Degree CPA Professional Education Program (PEP) Have a University degree other than Accounting ACAF CPA Prerequisite Education Program (PREP) CPA Professional Education Program (PEP) - Pass Exam - Relevant practical experience ACAF - Advanced Certificate in Accounting and Finance

24 AFOA Canada National Conference Largest Aboriginal capacity development conference attending 15 successful conferences held to date Leading edge issues Sharing of Best Practices Knowledgeable keynote speakers 2016 National Conference February 16-18, 2016 Montréal, Québec, Canada Recognition through Awards Xerox Excellence in Aboriginal Leadership

25 Thank You for helping us Build a Community of Professionals 1066 Somerset Street West, Suite 301 Ottawa, ON K1Y 4T [email protected]