Friday, June 13, 2008
Saturday, June 14, 2008
7:15 am - 1:00 pm
CIRI National Board Meeting
Location
Joseph
1:00 pm - 2:00 pm
National/Chapter Boards Joint Luncheon
Location
Sasseville
2:00 pm - 4:00 pm
CIRI Chapter Officers' Meeting
Location
Joseph
Sunday, June 15, 2008
6:00 am
12th Annual Golf Tournament at La Bête Golf Course
Location
Meet in hotel lobby at 5:45 am for transportation to La Bête Golf Course.
9:00 am
Optional Leisure Activities
Rock Climbing
Biking
Biking
Location
Meet in hotel lobby.
9:30 am
CNW 5k Fun Run
Location
Meet in hotel lobby.
12:00 pm - 4:00 pm
Exhibitor Set-up
Location
Mali 123
12:00 pm - 5:00 pm
Registration for Delegates and Exhibitors
Location
CIRI Registration Desk
2:00 pm - 4:00 pm
OPTIONAL WORKSHOP #1 - Delivering a Dynamic Presentation
Improve your public speaking skills, gain confidence in your ability to present, and learn to control and manage your fear of public speaking. Dr. Michael Sider will take you through the steps of speaking effectively and dynamically in front of an audience.
Location
Kamichat
Speakers
Dr. Michael Sider
Assistant Professor, Management Communications, Richard Ivey School of Business
Assistant Professor, Management Communications, Richard Ivey School of Business
2:00 pm - 4:00 pm
OPTIONAL WORKSHOP #2 - Empowering Yourself
Woman or man. Senior management or trying to get there. Everyone wants to further their career. This session promises to be vital and inspirational, whether you’re looking to embrace change or stick with the challenge you have!
Location
Joseph
Speakers
Pamela Jeffery
Founder, Women’s Executive Network
Founder, Women’s Executive Network
4:00 pm - 5:00 pm
Free Time
5:00 pm - 6:30 pm
Opening of Exhibitor Showcase
Welcome Reception and Opening Remarks
Welcome Reception and Opening Remarks
Ian Bacque
President and Chief Executive Officer, Canadian Investor Relations Institute
Andrea Gilpin
Executive Director, Investor Relations and Communications, Theratechnologies
Colleen Vancha
Vice President, Investor Relations and Corporate Affairs. Viterra
President and Chief Executive Officer, Canadian Investor Relations Institute
Andrea Gilpin
Executive Director, Investor Relations and Communications, Theratechnologies
Colleen Vancha
Vice President, Investor Relations and Corporate Affairs. Viterra
Location
Mali 123
Sponsor
CNW Group
6:30 pm
CIRI Annual General Meeting and Welcome Dinner Address
Justin Trudeau is often quoted on his views about Canada’s future. His work with diverse organizations and levels of government means he travels extensively, helping to ensure that Canada is prepared to meet future challenges and responsibilities. In the next federal election, Mr. Trudeau will run as the Liberal Party candidate in the Montreal riding of Papineau. His inspirational message is sure to be educational and entertaining.
Location
Tent
Speakers
Justin Trudeau
Education, Environment and Youth Advocate
Education, Environment and Youth Advocate
Sponsor
Marketwire
Monday, June 16, 2008
7:00 am - 8:00 am
Registration and Breakfast with Exhibitors
Location
Mali 123
8:00 am - 8:15 am
Welcome and Opening Remarks
Location
Mali 4
8:15 am - 9:15 am
Embracing a Changing Environment
Minor tremor or seismic shift…
These days, everything seems to happen much more rapidly and with far less predictability. It’s no wonder that store shelves are crammed with books for those of us who are desperately trying to navigate through this torrent of change.
In this opening session and over the next two days, compare notes with your peers and learn from those who are truly embracing change.
These days, everything seems to happen much more rapidly and with far less predictability. It’s no wonder that store shelves are crammed with books for those of us who are desperately trying to navigate through this torrent of change.
In this opening session and over the next two days, compare notes with your peers and learn from those who are truly embracing change.
Location
Mali 4
Speakers
James Lukaszewski
Author, Why Should the Boss Listen to You? The Seven Disciplines of the Trusted Strategic Advisor
Author, Why Should the Boss Listen to You? The Seven Disciplines of the Trusted Strategic Advisor
9:15 am - 10:15 am
BREAKOUT SESSION #1 - Educating Management and Board About 'Real IR' (Small-cap)
IR may be perceived as either stock promotion or the function that organizes corporate roadshows and presentations. Overcome these misconceptions by demonstrating that IR is a strategic position. Tactics and strategies to educate senior management and better position IR will be discussed.
Location
Kamichat
Moderator
Eddy Miller
Vice President Eastern Canada, Christensen
Vice President Eastern Canada, Christensen
Speakers
Pamela Murphy
Vice President, Investor Relations & Corporate Communications, Incyte Corporation
Vice President, Investor Relations & Corporate Communications, Incyte Corporation
Bob Tait
Vice President, Investor Relations, First Uranium
Vice President, Investor Relations, First Uranium
9:15 am - 10:15 am
BREAKOUT SESSION #2 - Guidelines for Conference Calls (General)
What are best practices when hosting a conference call for your investors? Are participants scripted? Do you hold a practice run prior to the event? What happens if an answer to an investor question results in new information being leaked during the call? Hear the findings of a recent on-line survey conducted by CICA and CIRI to determine conference call best practices.
Location
Mali 4
Moderator
Andrea Bargetzi
General Manager, Chorus Call Canada Corp.
General Manager, Chorus Call Canada Corp.
Speakers
Susan McCracken
Professor, DeGroote School of Business, McMaster University
Professor, DeGroote School of Business, McMaster University
John Reucassel
Managing Director, Financial Services - Life Insurance and Diversified Financial Research, BMO Capital Markets
Managing Director, Financial Services - Life Insurance and Diversified Financial Research, BMO Capital Markets
Sponsor
This is a joint presentation by the CIRI Annual Conference Committee and CIRI's Conference Partner, Chorus Call Canada Corp.
9:15 am - 10:15 am
SENIOR IR ASSEMBLY - Meltdown of the Debt Market/The Credit Crunch...What's Happening? (by invitation only)
How has the U.S. credit crunch affected Canada, and more specifically Canadian IROs? Understand the mechanisms that led to the U.S. credit crisis and how this impacts Canada.
Location
Sasseville
Speakers
Gilles Vigneau
Managing Director, Financial Products, BMO Capital Markets
Managing Director, Financial Products, BMO Capital Markets
Sponsor
CNW Group
10:15 am - 10:45 am
Break with Exhibitors
Location
Mali 123
10:45 am - 12:00 pm
BREAKOUT SESSION #1 - Overview of Securities Law for the IRO (Small-cap)
IROs are often faced with issues of materiality, disclosure, filings, and setting precedents, all of which involve some aspect of security law. This session will provide an overview of the key elements of securities law that most often affect the IRO.
Location
Kamichat
Speakers
Ian Bacque
President & Chief Executive Officer, Canadian Investor Relations Institute
President & Chief Executive Officer, Canadian Investor Relations Institute
Doug Ballou
Partner, MacPherson Leslie & Tyerman LLP
Partner, MacPherson Leslie & Tyerman LLP
Louis-François Hogue
Partner, Fasken Martineau DuMoulin LLP
Partner, Fasken Martineau DuMoulin LLP
10:45 am - 12:00 pm
BREAKOUT SESSION #2 - Capital Market Fraud Investigations - White Collar Crime (General)
Investor confidence is critical to the efficient functioning of the capital markets, and to the Canadian economy as a whole. Strengthening both legislation and its enforcement – ensuring that individuals and companies violating the public trust face punishments consistent with the seriousness of the violation – are important elements in efforts to bolster confidence in Canada’s capital markets. Learn how cases are reviewed and selected for investigation, and what criteria are used to weigh the significance of referred cases.
Location
Mali 4
Moderator
Neil Stewart
Executive Editor, IR Magazine
Executive Editor, IR Magazine
Speakers
Norman Inkster
President, INKSTER Incorporated
President, INKSTER Incorporated
Thomas Newkirk
Partner, Jenner & Block LLP
Partner, Jenner & Block LLP
Lawrence Ritchie
Vice-Chair, Ontario Securities Commission
Vice-Chair, Ontario Securities Commission
10:45 am - 12:00 pm
SENIOR IR ASSEMBLY - Private Equity Investors and the IRO (by invitation only)
What are private equity investors? How do they impact the IRO? What are they looking for and what is their mandate? Private equity investors can play a transformational role in a public company, so get to know these powerful investors who want to be heard.
Location
Sasseville
Speakers
Paul Renaud
President and Chief Executive Officer, OMERS Capital Partners
President and Chief Executive Officer, OMERS Capital Partners
Sponsor
Marketwire
12:00 pm - 1:45 pm
Lunch with Exhibitors
Location
Mali 123
2:00 pm - 3:00 pm
Shareholder Engagement - Who's in Charge?
Institutional investors are increasingly active in corporate governance and with their concentrated voting powers they can exert significant influence to orchestrate change in a company. What is the role of the IRO? How can you prepare? Join our experts for an interactive discussion of the pros and cons of shareholder engagement. Hear from institutional investors who have been successful in influencing major corporate actions. Understand their motivations and expectations and learn how IROs can support the company’s Board and management team in proactively managing these relationships.
Location
Mali 4
Moderator
Glenn Keeling
Partner
Partner
Speakers
Sharon Mathers
Vice President, Corporate Affairs and Investor Relations, Canadian Tire Corporation, Ltd.
Vice President, Corporate Affairs and Investor Relations, Canadian Tire Corporation, Ltd.
Eric Rosenfeld
President & CEO, Crescendo Partners, L.P.
President & CEO, Crescendo Partners, L.P.
3:00 pm - 3:30 pm
Break with Exhibitors
Location
Mali 123
3:30 pm - 5:00 pm
Shareholder/Board Communications
Does your board know what your investors are thinking? Do your investors have confidence in your board? How can IROs ensure that the Board understands how existing and prospective investors feel about the company’s opportunities and challenges? Get real life examples from our experienced panel to help engage your board. Gain a new perspective on improving shareholder/board communications to boost your company’s success.
Location
Mali 4
Moderator
Tom Enright
President and Chief Executive Officer, CNW Group
President and Chief Executive Officer, CNW Group
Speakers
Andy Burgess
Co-founder and President, Somerset Entertainment Income Fund
Co-founder and President, Somerset Entertainment Income Fund
Beverly Topping
President and Chief Executive Officer, Institute of Corporate Directors
President and Chief Executive Officer, Institute of Corporate Directors
Sponsor
This is a joint presentation by the CIRI Annual Conference Committee and CIRI's Conference Partner, CNW Group.
5:00 pm - 6:00 pm
Free Time
6:00 pm - 7:00 pm
Reception with Exhibitors
Location
Mali 123
Sponsor
Broadridge Investor Communication Solutions, Canada
7:00 pm
Dinner and Dance
The future starts now. Star Wars. Star Trek. Buck Rogers. H.G. Wells. What is your vision? The future will be what we make it.
Location
Tent
Tuesday, June 17, 2008
7:30 am - 8:30 am
Breakfast with Exhibitors
Location
Mali 123
8:30 am - 9:30 am
Opening CEO Keynote Address
How does the CEO perceive the role of IR during change? Hear about this issue and many more from our Canadian CEO.
Location
Mali 4
Speakers
Michael Roach
President and Chief Executive Officer, CGI Group Inc.
President and Chief Executive Officer, CGI Group Inc.
9:30 am - 10:30 am
BREAKOUT SESSION #1 - Corporate Roadshow Clinic (Small-cap)
This clinic will provide you with dozens of tips for effectively managing the three most critical components of an IR roadshow – logistics, content and take-away materials. Our panel of road-tested experts will tell you how to make sure you’re meeting the right people, effectively using senior executives’ time, delivering core corporate messages, satisfying the needs of investors and analysts, and providing effective materials for investors and analysts to take back to the office.
Location
Kamichat
Moderator
Naomi Nemeth
Vice President, Investor Relations, Homeland Energy Corp.
Vice President, Investor Relations, Homeland Energy Corp.
Speakers
Rhonda Chiger
Co-President, Rx Communications Group
Co-President, Rx Communications Group
Michelle Dodokin
Vice President, Investor Relations, ING Canada Inc.
Vice President, Investor Relations, ING Canada Inc.
9:30 am - 10:30 am
BREAKOUT SESSION #2 - Financial and Business Reporting on the Internet (General)
With the Internet becoming a key medium for communicating financial information, and the IR sections of corporate websites becoming an integral part of the reporting process, companies must stay on top of best practices in web-based reporting. The panel will discuss recently published guidelines by CIRI and the CICA on best practices for web-based reporting.
Location
Mali 4
Moderator
Michael Nowlan
President and Chief Executive Officer, Marketwire, Incorporated
President and Chief Executive Officer, Marketwire, Incorporated
Speakers
Tim Herrod
Manager, Investor Relations, PotashCorp
Manager, Investor Relations, PotashCorp
Viki Lazaris
Senior Vice President, Investor Relations, BMO Financial Group
Senior Vice President, Investor Relations, BMO Financial Group
Jerry Trites
Project Director, XBRL Canada
Project Director, XBRL Canada
Sponsor
This is a joint presentation by the CIRI Annual Conference Committee and CIRI's Conference Partner, Marketwire, Incorporated.
9:30 am - 10:30 am
SENIOR IR ASSEMBLY - Globalization of Investor Relations (by invitation only)
IROs are increasingly looking to the international marketplace for investment capital. Doug McCutcheon will describe what he looks for when deciding whether to invest in a company.
Location
Sasseville
Speakers
Doug McCutcheon
Managing Director, UBS Investment Bank’s Global Health Care Team
Managing Director, UBS Investment Bank’s Global Health Care Team
Sponsor
Marketwire
10:45 am - 11:15 am
Break with Exhibitors
Location
Mali 123
11:15 am - 12:30 pm
BREAKOUT SESSION #1 - IR Outsourcing (Small-cap)
The list of services seems endless: shareholder targeting, proxy solicitation, M&A consulting, disclosure management, perception surveys, writers, designers, IR consultants. You can buy it all, but using outside suppliers can be expensive, confusing and time consuming. Our panel of experts will explain how they decide what services to buy, how to pick and manage suppliers and how to get the most from every dollar spent on outsourcing.
Location
Kamichat
Moderator
Tracy Lutz
President, Keystone Investor Relations Inc.
President, Keystone Investor Relations Inc.
Speakers
Marguerite Manshreck-Head
President, MMH Investor Relations Inc.
President, MMH Investor Relations Inc.
Karen Taylor
Manager, Investor Relations, Freehold Royalty Trust
Manager, Investor Relations, Freehold Royalty Trust
11:15 am - 12:30 pm
BREAKOUT SESSION #2 - Annual Report Effectiveness - Communicating your Content and Message by Using Best Practices (General)
What makes an award-winning annual report stand out? Viewed by many as a company’s most important investor communications document, our panel discusses the best ways to effectively communicate your content and message plus impress the judges with your annual report.
Location
Mali 4
Moderator
Michael Murray
Director, Investor Relations, The Jean Coutu Group (PJC) Inc.
Director, Investor Relations, The Jean Coutu Group (PJC) Inc.
Speakers
Chuck Midgette
Consultant, Blunn & Company Inc.
Consultant, Blunn & Company Inc.
Darrell Rae
Manager, Investor Relations, TELUS Corporation
Manager, Investor Relations, TELUS Corporation
11:15 am - 12:30 pm
SENIOR IR ASSEMBLY - Board Evaluations (by invitation only)
Nexen was ranked first on the Top 25 Boards in Canada by Canadian Business magazine in 2007. How did board evaluations result in this recognition of corporate governance and disclosure? How did this affect Nexen’s share performance? Learn the inside scoop from this award-winning company.
Location
Sasseville
Speakers
Sylvia Groves
Chief Governance Advisor and Assistant Secretary, Nexen Inc.
Chief Governance Advisor and Assistant Secretary, Nexen Inc.
Sponsor
CNW Group
11:30 am
Exhibitor Tear-down
12:30 pm - 2:30 pm
Luncheon Keynote Address:
What is Next for Canada?
What is Next for Canada?
Ranked among the top three teams of economists for the past five years, Clement Gignac is welcomed back to share his predictions about the changing environment that faces IROs in the coming year.
Location
Mali 4
Speakers
Clement Gignac
Senior Vice President, Chief Economist and Strategist, National Bank Financial
Senior Vice President, Chief Economist and Strategist, National Bank Financial
2:30 pm - 3:30 pm
Closing Keynote Address:
Changing Sox?
Changing Sox?
In 2002, Michael Oxley co-authored the Sarbanes-Oxley Act, which transformed the investor relations profession and devastated the audit industry.
How does he feel about this change today? The architect of the law designed to stamp out corporate corruption recently said he thought he and Paul Sarbanes could have done a better job.
Hear Michael Oxley’s predictions about the future of the Act, both in America and abroad, and the chances for any reopening in the next Congress.
Location
Mali 4
Speakers
The Honorable Michael Oxley
Vice Chairman, NASDAQ
Vice Chairman, NASDAQ
3:30 pm - 4:30 pm
Closing Reception
Location
Kamichat
Sponsor
IR Magazine








