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Round Table Discussions

  • 21 Nov 2012
  • 11:30 AM - 1:30 PM
  • National Arts Centre - Fountain Room - Buffet lunch and round table discussions start at 12:05 p.m.


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Please join us for one of three round table discussions.  These round table discussions will be facilitated by an expert on the subject and will allow you the opportunity to engage your colleagues in discussion and hear what others have to say on the matter. 

Our topics for this event are:

  • Five trends changing the business banking industry;
  • The importance of prudent debt and cash management;
  • How recent regulatory development could affect your Treasury.
The facilitators and additional information on each roundtable is provided below.

Please register early (deadline November 16, 2012), pick a topic and join in the discussion.  You will be asked to identify your 1st, 2nd and 3rd choices.  To the extent possible we will try to accommodate your 1st choice, however it is possible that you may end up with your 2nd or 3rd choices.

Round Table 1:

Topic:  Five trends changing the business banking industry

The Corporate Executive Board has cited five trends changing the business banking industry:
  1. CFOs  are Challenging the Relationship-Based Value Proposition
  2. Great Banks Matter More than Great Bankers
  3. Other Industries Set Bank Customer Expectations of Online Services
  4. The Relationship Tax is on the Rise
  5. The Best RMs are the Least Engaged.

The discussion will explore your thoughts and insights on these key trends. 

Facilitator: Marianne McInnis

Marianne McInnis has been the Manager of Corporate Banking, at Export Development Canada, since November 2007.  Marianne is responsible for all banking & instrument settlements and related business relationships.  Marianne and her team work closely with seven financial partners in a variety of capacities from banking partner to fiscal agent on debt issuance.

Before joining the Banking team, Marianne worked in the Treasury teams of EDC and CMHC collecting 18 years of experience in capital, money and derivative markets.  Marianne is currently the Director of Publicity with the Association of Financial Professionals of Canada, Ottawa.  She holds a degree in Business Administration from the University of Ottawa.

Round Table 2:

Topic:  The importance of prudent debt and cash management

The recent global financial crisis has highlighted the importance of prudent debt and cash management. The management of funding and liquidity is increasingly becoming a core part of strategic treasury planning and proactive balance sheet management. Leading organizations are currently focusing on enhancing their reporting and stress-testing capabilities through investments in data and technology infrastructure, as well as incorporating liquidity formally within their enterprise risk and funds transfer pricing frameworks. The discussion will seek an exchange of views on prudential liquidity and contingency planning management in the context of our turbulent times.

Facilitator: Marie-Josée Lambert

Marie-Josée Lambert has been Chief of the Debt Management Policy Section in the Financial Markets Division at the Department of Finance Canada since August 2008. Marie-Josée is responsible for providing analysis, advice and operational oversight for the wholesale and retail debt programs, as well as for the Receiver General cash management program. Marie-Josée and her team collaborate closely with colleagues at the Bank of Canada, the Government’s fiscal agent.

Before joining the Financial Markets Division in February 2006, Marie-Josée worked at the City of Ottawa for 10 years, where, as Senior Investment Officer, she was responsible for supervising cash management and banking activities, and managing assets held in short- and long-term investment portfolios. In recent years, Marie-Josée has played a key role in the Department’s annual University Recruitment Campaign and was the Secretary of the Association for Financial Professionals of Canada – Ottawa for many years. Marie-Josée holds an M.Sc. Finance degree from Concordia University, Montreal and has been a CFA charterholder since 1998.

Round Table 3:

Topic: How recent regulatory development could affect your Treasury

There are concerns that the implementation of new regulatory frameworks, such as Dodd-Frank, along with higher risk weighting and capital requirements under Basel III could have a negative impact on the ability of financial institutions to use their balance sheets for market-making and risk-taking activities. The discussion will focus on how recent regulatory developments could affect your treasury, and how best to prepare.

Facilitator: Will Paterson

Will Paterson is a Senior Economist in the Financial Markets Division of the Department of Finance Canada, where he leads the provision of advice to senior government officials on issues related to financial market regulatory developments. Will joined the Public Service of Canada through the Recruitment of Policy Leaders program. Prior to joining the Department, Will was the legal and policy advisor to two Presidents of the United Nations International Criminal Tribunal for Rwanda in Tanzania. Immediately prior, Will was an Associate in the Capital Markets department of Clifford Chance in London, England. At Clifford Chance, he worked on a number of high-profile files including the restructuring of global Lehman Brothers related entities. He articled at McCarthy Tétrault in Toronto.

Will graduated valedictorian from McGill University’s Faculty of Law with a combined LLB and BCL. Will also holds an MSc in Public Policy and Public Administration from the London School of Economics and a BA (Hons.) in International Studies (specialty Economics) from Glendon College, York University.

Will is a Member of the Law Society of England & Wales as well as the Law Society of Upper Canada (Ontario).

P.O. Box 889 Station B, Ottawa, Ontario, K1P 5P9


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