CHARTING THE COURSE THE NEXT FOUR YEARS

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1 REGISTRATION DEADLINE November 14, 2018 Forum registration is limited to Corporate Officers and their Deputies (Maximum 120 participants) CHARTING THE COURSE THE NEXT FOUR YEARS 2018 LGMA CORPORATE OFFICERS FORUM NOVEMBER 21 23, KELOWNA, BC Since 2006, this annual educational offering has focused on emerging trends and legal and legislative changes of relevance to Corporate Officers in BC local government. The Corporate Officer is key to any local government, in particular, post-election when a new Council and Board are poised to set their agenda for the next four years. The 2018 Forum features local government experts who will help you build your skillset to chart the course and set the stage for the term. Important elements and learning outcomes include: a blend of theory and practice, with an emphasis on interactive, two-way discussion, practical application, and case study review; updates and information based on current concepts relating to administrative, legal, and statutory matters; a forum for the exchange of ideas and methodologies within local government, particularly in the area of best practices; the opportunity to establish a network of contacts and potential mentors throughout the province. Forum Fees: Early Bird until August 15th: $675 + GST LGMA Member $790 + GST Non Member Starting August 16th: $735 + GST LGMA Member $845 + GST Non Member Optional Workshop Fee: $185 + GST LGMA Member $210 + GST Non Member Refunds/cancellations Request for refunds accepted until 4:30 p.m. November 14. No refunds after November 14, however registration is transferable to another Corporate Officer in your organization. Register online at: For further information Local Government Management Association office@lgma.ca Delta Grand Okanagan Resort & Conference Centre 1310 Water Street Kelowna, BC Accommodation: LGMA Corporate Officers Forum Block M 8X290KJ until October 22, 2018 Reservations call: Standard Room $155 + taxes

2 2018 CORPORATE OFFICERS FORUM 2 WEDNESDAY, NOVEMBER 21 OPTIONAL PRE-CONFERENCE HALF-DAY WORKSHOP (Maximum 40 participants) Fee: $185 LGMA Member, $210 Non Member 12:30 4:30 PM AWARENESS OF MENTAL HEALTH AT WORK AND RESPONDING WITH RESPECT ON THE FRONT LINE Amanda Swoboda, Canadian Mental Health Association This half day workshop is designed to build comfort talking about mental health and responding in a supportive way to co-workers who may be experiencing a mental illness. The workshop will also provide tools to work with clients and/or the public who may be experiencing distress due to mental illness or stress. Workshop topics to be covered: Building an understanding of the continuum of mental health, and the risk and protective factors that influence our current state of mental health Increasing your own resiliency by learning practical techniques to take care of your own mental health Gaining knowledge on how to recognize those who may be experiencing a mental health problem, responding to their behaviours and safely and appropriately referring them to further help 4:30 7:00 PM FREE TIME or OPTIONAL NETWORKING EXERCISE 6:30 7:00 PM FIRST TIME ATTENDEE MEET AND GREET Is this your first time attending the Corporate Officers Forum? Are you new to your position as a Corporate Officer? During the Meet and Greet you will have the opportunity to meet members of the committee, enjoy a refreshment, and make a new friend or two. 7:00 9:00 PM WELCOME RECEPTION An opportunity for you to meet up with old friends and network with new colleagues. Sponsored by Young Anderson

3 2018 CORPORATE OFFICERS FORUM 3 THURSDAY, NOVEMBER 22 7:30 am - 8:30 am BREAKFAST and NETWORKING 8:30 10:00 AM THE CORPORATE OFFICER S RELATIONSHIP WITH A NEW COUNCIL OR BOARD Local Government Elected Official Brian Reardon, Chief Administrative Officer, Central Okanagan Regional District Stephen Fleming, City Clerk, City of Kelowna A new Council or Board has just been sworn in how can you get off to a good working relationship with these newly elected or returning elected officials? How can you help the rest of your organization do the same? What is your role in helping your new Mayor or Chair to implement governance changes such as a new committee structure? Learn some tips from an experienced CAO, Corporate Officer and elected official on how they have built relationships post-election with a new Council or Board and the role they played in the organization during this period of change. Learn how to: Get the role and responsibility conversation right with your Council or Board Determine whether a Code of Conduct can help that conversation Start to build trust with your Council or Board Identify critical information your elected officials need 10:00 10:15 AM REFRESHMENT BREAK 10:15 AM 12:15 PM CONFLICT RESOLUTION Stacey Holloway, The Holloway Group Conflict in the workplace is often perceived as negative - something to be avoided at all costs. It is sometimes viewed as a characteristic of individuals who can t get along with others, aren t team players, or simply don t fit in. Today, conflict is viewed much differently. Conflict is normal and natural - an interpersonal dynamic that, when handled well, can at least be managed, often resolved and potentially has very creative results. Participants will be exposed to understandings and skills that will help them to more successfully manage disputes. Whatever the position - management or staff, team leader or team member - the ability to effectively manage differences with co-workers, staff, members of the public and elected officials is a critical factor in both personal and professional success. Learn how to: Have an increased understanding of the dynamics present in a conflict situation. Increase awareness of strengths and challenges in dealing effectively with conflict in your life. Learn the process of win-win conflict resolution as an approach to conflict management to resolve conflict effectively. Gain exposure to the communication skills which assist you to be collaborative in managing conflict. Address the emotional content and resistance present in conflict and consider methods to deal effectively with this information.

4 2018 CORPORATE OFFICERS FORUM 4 12:15 1:15 PM LUNCH UPDATE from MINISTRY OF MUNICIPAL AFFAIRS AND HOUSING 1:15 2:45 PM CONCURRENT SESSIONS SESSION 1 CONTRACTS AND AGREEMENTS Peter Johnson, Stewart McDannold Stuart What do you as a Corporate Officer need to know about contracts and agreements? Are you responsible for reviewing these documents prior to execution? Who has the authority to approve and sign contracts and agreements? This session will provide an overview of essential legal instruments in the local government sphere. There will be a focus on best practices and the common pitfalls and avoidable mistakes in the use of the contracts, service agreements and Memoranda and Understanding (MOU). SESSION 2 MINUTES AND RESOLUTIONS BEST PRACTICES Lisa M. Zwarn, Consultant & Registered Parliamentarian What are the different types of minutes and what is the essential content that needs to be included? What does a properly worded resolution look like? Does your local government have minute taking guidelines? Join Lisa Zwarn for best practices review of minutes and resolutions. 2:45 3:15 PM REFRESHMENT BREAK 3:15 3:45 PM LGMA CODE OF ETHICS Nancy Taylor, Executive Director, LGMA The LGMA s Code of Ethics include ethical principles that govern the conduct of any member of the Local Government Management Association of BC. The LGMA is committed to a new Code of Ethics that aligns with the foundational principles developed as part of the work around Responsible Conduct of Local Government Elected Officials and clarifies both the standards of conduct expected of local government professionals as well as the procedures to launch a complaint. This session will highlight the work being undertaken to renew the Code of Ethics while also serving as an opportunity for your input and feedback. 3:45 5:00 PM NUTS AND BOLTS SESSION This is an opportunity for participants to discuss common problems and the solutions that are working for them. You are encouraged to bring success stories as well as questions! 5:00 6:30 PM FREE TIME Please note: The Clerks and Corporate Officers Forum will be a scent free event.

5 2018 CORPORATE OFFICERS FORUM 5 6:30 9:00 PM NETWORKING, DINNER & KEYNOTE SPEAKER BUILDING BRIDGES TO GREAT RELATIONSHIPS Beth Page, Dream Catcher Consulting As a new four-year cycle begins, opportunities for building stronger relationships with Council and Board members abound. This session will introduce you to three strategies for successfully navigating transition. Come and join Beth Page to reflect on the opportunities for your leadership as you seek to set yourself and your new Council or Board up for success. Beth Page is an author, international consultant and speaker who specializes in providing organization development consulting and coaching services in collaboration with her clients. She has led and consulted on numerous projects in the areas of change management; small systems; role negotiation, and team-building. She also provides coaching for individuals and senior executives to encourage greater leadership and organizational success. FRIDAY, NOVEMBER 23 7:30-8:30 AM BREAKFAST UPDATE from International Institute of Municipal Clerks 8:30 10:00 AM HOW TO BUILD A DEPARTMENTAL WORKPLAN David Allen, Chief Administrative Officer, City of Courtenay Laura Benson, Director of Corporate Administration, City of Maple Ridge Why is the development of a departmental workplan important? How does you workplan align with your organization s Corporate and/or Strategic Plan? Whether you re a department of 20 or a department of 1, a workplan will help you plan your core responsibilities and any special projects or initiatives you have been tasked with over the next four years. It will also help you to identify where you might need to seek additional resources, realign your work priorities and plan for succession. Join your colleagues as they share the process they undertake and the tools they use to prepare a departmental workplan and align the departmental priorities with organizational ones. 10:00 10:30 AM REFRESHMENT BREAK 10:30 AM - NOON LEGAL UPDATE Sukh Manhas, Partner, Young Anderson Participants will receive an update on the current legal issues of interest to Corporate Officers and will gain a better understanding of how these legal issues impact their work in local government. Participants will be asked to provide input on recent cases/issues they would like to receive an update on.

6 2018 CORPORATE OFFICERS FORUM 6 INTERNATIONAL INSTITUTE OF MUNICIPAL CLERKS (IIMC) ACCREDITATION The Forum provides the following points/credit hours for members of IIMC (certificates of attendance will be provided upon request): CMC aspirants: MMC aspirants: 4 CMC Experience/Continuing Education points 4 MMC Advanced Education points The Pre-conference workshop provides the following points/credit hours for members of IIMC (certificates of attendance will be provided upon request): CMC aspirants: MMC aspirants: 2 CMC Experience/Continuing Education points 2 MMC Advanced Education points CLERKS & CORPORATE OFFICERS FORUM PROGRAM ADVISORY COMMITTEE The program was designed with the input of experienced local government practitioners. Thanks to: Hanieh Berg, City of Richmond Gabryel Joseph, City of Port Coquitlam Frances Long, City of Nelson Matt O Halloran, Powell River Regional District Kate O Connell, City of Burnaby James Warren, Comox Valley Regional District LGMA Gratefully Acknowledges Financial Support From