Agenda - February 26th, 2021


Welcome and Introduction by PBLI


Chair's Welcome and Introduction


Jaimie Lickers




Fiduciary Duties of Trustees


Mike McDonald, Q.C.

Clark Wilson LLP


  • Trustee skills, rolls and responsibilities



Questions and Discussion


Morning Break


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



Questions and Discussion


Per Capita Distributions


Linda Hartford

CIBC Trust


Jaimie Lickers



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



Questions and Discussion


Lunch Break


Investing with Purpose


Shannon Rohan

Shareholder Association for Research & Education


Katherine Wheatley

Shareholder Association for Research & Education


Mark Sevestre



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



Questions and Discussion


Afternoon Break


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"



Questions and Discussion


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