Agenda

Internal Controls : Tuesday, October 27, 2020

09:00 EDT

10 min

Welcome and Opening Remarks from the Chair

10:00 EDT

15 min

Break

10:15 EDT

60 min

Leveraging ERM and internal control to Support Achievement of Business Strategies and Objectives

Leon Bloom, Consultant, Deloitte

  • ERM as a capability framework to support achievement of business strategies and objectives and performance management
  • Control assurance frameworks, regulation and common threads
  • Governing principles
  • Where are the control frameworks heading?
  • Continuous alignment of ERM and internal control with the ‘extended enterprise’
  • Sound practices and insights

11:15 EDT

60 min

Cyber Control Integration

Mark E.S. Bernard, Founder, The Bernard Institute for Cybersecurity Excellence

The Cybersecurity program will control costs while improving employee and customer engagement by reducing interruptions to services created by the loss of information confidentiality, integrity, or availability in addition to mitigating the risk of a breach the would lead to reputation damage and unplanned expenses.

  • Governance and risk management of Cybersecurity
  • The crazy 8s of Cybersecurity threats and vulnerabilities
  • Compliance risks associated with Cybersecurity regulation
  • The integration between internal control frameworks and Cybersecurity
  • The relationship between operational risk and Enterprise risks

12:15 EDT

60 min

Break

13:15 EDT

60 min

Updating risk governance to strengthen internal control effectiveness

Leon Bloom, Consultant, Deloitte

  • Risk governance objectives
  • Growing risk governance, control requirements and expectations
  • Guiding principles for risk governance and control effectiveness
  • Shortcomings in the traditional risk governance and control model
  • Updating and evolving risk governance and control
  • Management and board oversight
  • Key questions to ask

14:15 EDT

15 min

Break

14:30 EDT

60 min
Suzanne Dunn

Establishing Organizational Buy-In to Internal Audit and Internal Controls

Suzanne Dunn, Manager, Internal Audit, Pacific Blue Cross

  • How do you shift the paradigm away from “police officer” to “strategic partner”
  • Common pitfalls that cause an Internal Audit & Internal Controls department to lack organization buy-in
  • Ways to create, deploy and provide “value” to business functions
  • How to bridge the gap between compliance and operational improvement

15:30 EDT

Closing Remarks from the Chair

Writing a Great MD&A : Wednesday, October 28, 2020

09:00 EDT

10 min

Welcome and Opening Remarks from the Chair

10:00 EDT

15 min

Break

10:15 EDT

60 min
Eric Lung

MD&A In-Depth – Legal and Regulatory Developments

Eric Lung, Senior Associate, Dentons Canada LLP

  • Overview of MD&A Legal Framework 
  • Latest Developments in MD&A Regulatory Requirements
  • Recent Regulator Comments on MD&A Disclosure
  • Indicators of a Poor MD&A Process
  • Critical analysis of sample MD&A Disclosure

12:15 EDT

60 min

Break

13:15 EDT

60 min

Tools from Sustainability and Integrated Reporting

  • Think about disclosures in different ways
  • Explore Vancity’s annual reporting
  • Apply sustainability reporting techniques to your MD&A
  • Gain insights from integrated thinking
  • Add credibility to disclosures

14:15 EDT

15 min

Break

15:30 EDT

Closing Remarks from the Chair