Aboriginal Financial Officers Association of Canada Report on Activities

1. Aboriginal Financial Officers Association of Canada Report on Activities Presented by: Dana Soonias, CAFM, Chair AFOA Chapters Manitoba, Saskatchewan and Ontario “Working Together & Sharing Information” October 11 & 12, 2011

2. OVERVIEW • Background / Eight Strategic Objectives • Membership • Education Program • Certified Aboriginal Financial Managers (CAFM) • Professional Development On-line courses • Workshops and Publications • Leadership Awards • Youth Initiatives • JAM – Journal of Aboriginal Management • National Conference

3. Founded in 1999 to help First Nations better manage and govern their communities and organizations through a focus on enhancing finance and management practices • AFOA’s premise - effective management is key to building social and economic prosperity and essential to successful Aboriginal governance • All of AFOA’s work is undertaken to support above premise MISSIONContributing to Aboriginal social and economic prosperity by building a professional, educated workforce that supports effective governance and administration VISIONAFOA is the centre for excellence, information and certification in Aboriginal management Background - afoacanada

4. WHAT DOES AFOA DO? • Conduct capacity development research aimed at enhancing competency in financial management, general management and program management; • Develop capacity development programs, products and services; • Provide professional development training; • Certify Aboriginal financial managers; • Participate in the development of Aboriginal financial management, accounting and reporting standards; • Promote best practices; • Encourage Aboriginal youth to enter into the finance and management professions; • Provide a forum to share knowledge, experience and best practices; and • Support Aboriginal accountability and governance efforts.

5. Five year STRATEGIC plan (2009-2014) Eight Strategies

6. 1. Support Aboriginal Self-Governance Efforts

7. 2. Promote Enhanced Financial and Management Practices and Standards in Aboriginal Communities and Organizations

8. Enhance AFOA and CAFM Profile Among Aboriginal and other Stakeholders

9. 4. Strengthen and Augment AFOA Products, Programs and Services

10. 5. Increase and Stabilize AFOA Revenue and Funding

11. 6. Increase Membership and CAFMS and Continue to Improve Member Services

12. 7. SUPPORT CHAPTERS AND REGIONAL NETWORK DEVELOPMENT AND STRENGTHEN COORDINATION AMONG CHAPTERS AND WITH AFOA CANADA

13. 8. CONTINUE TO ENHANCE AFOA GOVERNANCE AND MANAGEMENT

14. AFOA MEMBERSHIP Member Composition AFOA members include: • First Nation financial managers • Band Administrators • Elected leaders • Directors • Program managers • Economic development officers • Band and Tribal Council members • Executives and decision-makers Band Management and/or Governance 25% 75% Financial Management 1,449 Members – September 30, 2011

15. EDUCATION PROGRAMS • CAFM designation • Developed with CGA Canada • Only of its kind in the world • Over 400 in Canada • CAFMs can fast track into CGA Program up to 4th Level • Based on competencies, ethical standards, education and experience • Professional Examination and Maintenance of Certification (MOC) • Aboriginal Financial Management (AFM) Program • 14 courses leading to the CAFM designation • 5 tailored to Aboriginal context and offered on-line through AFOA • New Certified Aboriginal Public Administrator (CAPA)

16. CAFM PROGRAM REQUIREMENTS Certificate Level Courses • AFM 1 – Financial Accounting Fundamentals • AFM 2 – Business Communications • AFM 3 – Aboriginal Business Law * • AFM 4 – Aboriginal Strategy & Decisions ** • AFM 5 – Values and Ethics in the Aboriginal Workplace** • AFM 6 – Aboriginal History & Developments ** Diploma Level Courses • AFM 7 – Managing Information Systems • AFM 8 – Micro & Macro Economics • AFM 9 – Financial Accounting -Assets • AFM 10 – Financial Accounting-Liabilities & Equities • AFM 11 – Business Quantitative Analysis • AFM 12 – Management Accounting Fundamentals • AFM 13 – Corporate Finance Fundamentals • AFM 14 – Aboriginal Human & Fiscal Issues ** * Offered on on-line through AFOA and at accredited colleges and universities ** Offered on-line through AFOA only

17. Management Certificate Courses 8 courses focusing on management skills: • AFOA 1 – Community Economic Development • AFOA 2 – Aboriginal Management Practices I • AFOA 3 – Aboriginal Program Management • AFOA 4 – Aboriginal Management Practices II • AFOA 5 – Values and Ethics in the Aboriginal Workplace • AFOA 6 – Performance Measurement & Reporting in First Nations • AFOA 7 – An Introduction to Comprehensive Community Planning in First Nations • AFOA 8 – Developing an Effective Management Action Plan PROFESSIONAL DEVELOPMENT

18. Capacity Development Workshops • Performance Measurement & Reporting in First Nations • Developing an Effective Management Action Plan • An Introduction to Comprehensive Community Planning • Strategic Planning for First Nations • First Nations Financial Reporting Workshop - Tangible Capital Assets • Values and Ethics in the Aboriginal Workplace • An Introduction to Economic Development NEW WORKSHOPS FOR ELECTED & APPOINTED ABORIGINAL LEADERS • The Politics of Ethical Decision-Making for Elected Leaders • Demystifying Finance for Elected Leaders

19. Series of Publications on: • Performance Measurement & Reporting in First Nations • An Introduction to First Nations Comprehensive Community Planning • Developing an Effective Management Action Plan • Presenting and Understanding Financial Information • Developing Business Plans and Funding Proposals • Understanding Debt Management • Audits • Risk Management • Project Management • Technology and Operations Management • Managing Employee Performance • Introduction to Document Management PRODUCTS AND SERVICES

20. Financial Literacy Publication • Dollars & Sense designed for Youth [NEW!] PRODUCTS AND SERVICES • Awards • Youth Awards • Excellence in Leadership • Youth Initiatives • Scholarships • Bursaries [NEW!]

21. PRODUCTS AND SERVICES • JAM: The Journal of Aboriginal Management

22. PRODUCTS AND SERVICES National Conference • Largest Aboriginal capacity development conference – 900 - 1,000 attending • 11 held to date • Leading edge issues • Pre-conference workshops • 2012 National Conference February 14-16, 2012 TCU Place – Saskatoon’s Arts & Convention Centre

23. AFOA CANADA BOARD OF DIRECTORS • Chair - Dana Soonias, CAFM, Saskatchewan • Vice-Chair - Janice Rose, director-at-large, British Columbia • Secretary-Treasurer - Allan Munroe, CAFM, Manitoba • Gloria Allen, Northwest Territories • Deboraha Christmas, CAFM, Atlantic • John Carter, CAFM, CGA director-at-large, Northwest Territories • Clay Harmon, CAFM, British Columbia • Dennis Meeches, director-at-large, Manitoba • Daniel Richard, CAFM, membership director-at-large, Manitoba • Andre Richer, CAFM, Quebec • Stan Sabourin, CAFM, Ontario • Gerald Whitford, Alberta

24. ANNUAL MEETING OF MEMBERS February 15, 2012 TCU – Saskatoon’s Arts & Convention Centre at 4:30pm

25. FOR MORE INFORMATION ON AFOA AND ITS PROGRAMS AND SERVICES • See www.afoa.ca • Contact AFOA at: AFOA Canada 1066 Somerset Street West Suite 301 Ottawa, Ontario K1Y 4T3 Tel: (613) 722-5543 Fax: (613) 722-3467