Agenda - February 26th, 2021

   9:00

Welcome and Introduction by PBLI

   9:05

Chair's Welcome and Introduction
 

Jaimie Lickers

CIBC

 

   9:10

Fiduciary Duties of Trustees
 

Michael McDonald, Q.C.

Clark Wilson LLP

 

  • Trustee skills, rolls and responsibilities

 

  10:00

Questions and Discussion

  10:10

Morning Break

  10:25

Best Practices with First Nation Trusts
 

Jerome Slavik

Slavik & Associates

 

  • Valuable insights, best practices and common pitfalls learned from the increased use of trusts by First Nations

 
  11:15

Questions and Discussion
  11:25

Per Capita Distributions
 

Linda Hartford

CIBC Trust

 

Jaimie Lickers

CIBC 

 

Vickie Whitehead

Crowe Mackay LLP

 

  • Per capita distributions by First Nations becoming increasingly common
  • What to consider when deciding whether to issue a per capita distribution
  • Exploring the legal, financial and social considerations factoring into this decision

 
  12:20

Questions and Discussion
  12:30

Lunch Break
   1:25

Investing with Purpose
 

Shannon Rohan

Shareholder Association for Research & Education

 

Katherine Wheatley

Shareholder Association for Research & Education

 

Mark Sevestre

NATOA

 

  • The Reconciliation and Responsible Investment Initiative
  • Aligning investment policies and practices with community values
  • New research on Indigenous law and fiduciary duty

 
   2:15

Questions and Discussion
   2:25

Afternoon Break
   2:40

Community Engagement in the Time of COVID
 

Lisa Caswell

T.E. Wealth

 

Kaisha Thompson

Gowling WLG

 

  • Establishing a community vision through the identification of realities, conditions, needs, gaps and aspirations
  • How to establish the most optimal financial structure for the long term benefits of the community
  • Initiating member consultation efforts to help inform, educate, and obtain feedback throughout the planning and development stages of trust development
  • How to hold consultations, how to hold annual meetings in the "new normal"

 

   3:30

 Questions and Discussion

   3:40

 Aderville Community Trust Development: A Case Study
 

Gwen Barron

Alderville First Nation Community Trust

 

Jason Marsden

Alderville First Nation Community Trust

 

Maurice Switzer

Alderville First Nation Community Trust

 

  • Insights from trustees into their trust development process following the finalization of their treaty settlement
  • Developing and operationalizing the trust, highlighting the challenges and successes

 
   4:30 Questions and Discussion
   4:40 Chair's Closing Remarks - Program Concludes