Agenda - February 26th, 2021
9:00 |
Welcome and Introduction by PBLI |
9:05 |
Chair's Welcome and Introduction |
Jaimie Lickers CIBC
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9:10 |
Fiduciary Duties of Trustees |
Mike McDonald, Q.C. Clark Wilson LLP
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10:00 |
Questions and Discussion |
10:10 |
Morning Break |
10:25 |
Best Practices with First Nation Trusts |
Jerome Slavik Slavik & Associates
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11:15 |
Questions and Discussion |
11:25 |
Per Capita Distributions |
Linda Hartford CIBC Trust
Jaimie Lickers CIBC
Vickie Whitehead Crowe Mackay LLP
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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
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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
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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
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4:30 | Questions and Discussion |
4:40 | Chair's Closing Remarks - Program Concludes |