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The National Aboriginal Trust Officers Association (NATOA) and co-host New Relationship Trust (NRT), is excited to announce a 1-day Indigenous Trust and Investment Workshop that will take place on September 20, 2016 at the Vancouver Marriott Pinnacle Downtown Hotel
in Vancouver, BC.


The Workshop is designed to provide an informative and interactive venue for all those involved with Aboriginal Trusts, including topics specific to Communities in British Columbia. Speakers and facilitators will represent Aboriginal Communities who will share their successes of how they have established, or in the process of establishing, and maintained prosperous Trust operations, and the steps they took to succeed. Corporate Industry presenters will also talk about how they effectively service and help these Communities succeed.
AGENDA (subject to change)
9:00 am – Welcome
9:15 am – First Nation Investment Opportunity – Michael Bonshor, CPA (CMA); Ryan Smith, Terragenex  – Ainchut Business Group and its partner Terra Genex Inc.  This direct investment portfolio creates an exciting opportunity for First Nations to diversify their investment portfolio; in a new and attractive investment space generally not available to First Nations in Canada previously.
10:30 am – Networking Break
10:45 am – Gwa’sala-‘Nakwaxda’xw – Leslie Walkus
12:00 pm – Lunch Break
1:00 pm – Program Policies Shelley Ergang & Diane Bigfoot, Prophet River First Nation – How to develop and implement them.
2:00 pm – Investment Consultant – Roles & Responsibilities (Panel) – Andrew Hoffman, CFA; Jeff Frketich, CFA; Jeff Harris, LLP; Don Woods, TD Bank – Performing a specific job effectively and efficiently can give the impression a provider’s skills and qualifications are broader and deeper than may be the case.  With education, experience and success in one area, a provider may venture beyond their core competency in an attempt to be more helpful or to increase their compensation – both have the potential to be detrimental to the management of your Trust.  This panel discusses key competencies and boundaries of different financial service providers.
3:00 pm – Networking Break
3:15pm – Pooled vs Segregated – Lisa Caswell and Leanne Flett Kruger – Pros vs cons and when do you move them?
Diane Bigfoot
Michael Bonshor
Lisa Caswell
Shelley Ergang
Jeff Frketich
Jeff Harris
Andrew Hoffman
Leanne Flett Kruger
Ryan Smith
Leslie Walkus
Don Woods

*Block of rooms are now full*

Coast Coal Harbour Hotel (beside the Vancouver Marriott Pinnacle Downtown Hotel)
1180 West Hastings Street, Vancouver, BC V6E 4R5
Toll Free Reservation Line: 1-800-663-1144
We look forward to seeing you in Vancouver!

For more information, please contact NATOA:

Toll Free: 1-866-409-1315
Fax: 1-866-462-7648


Workshop Host:

NATOA is a national charitable organization that was established in 2006. We are dedicated to building knowledge about trusts and investments within Aboriginal communities to enhance the professionalism and accountability in the management of this important resource. We are committed to providing the Aboriginal Peoples of Turtle Island with the financial knowledge to ensure the seven generations yet unborn, have the ability to achieve their goals and dreams.  NATOA’s goal is to be a highly relevant resource for the Aboriginal Peoples in becoming a self-sustaining and vital economic communities.



nrtf_logo[1]Workshop Co-Host:

The New Relationship Trust (NRT) is an independent non-profit organization dedicated to strengthening First Nations in BC through capacity building. NRT invests in BC First Nations by supporting them in five key capacity development areas: Governance capacity, Education, Language & Culture, Youth & Elders, and Economic development.