The National Aboriginal Trust Officers Association

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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 event is designed to provide an informative and interactive venue for all those involved with Aboriginal Trusts, including topics specific to the Communities in the province of British Columbia. Speaker and facilitators will represent both the Aboriginal Communities who have established, or in the process of establishing, and maintained successful Trust operations, and members of the Corporate Industry that effectively service these Communities.

“After the successful launch of the first 1-day workshop last autumn, we are very excited and look forward to the upcoming 1-Day Indigenous Trust and Investment Workshop in Vancouver,” says Mark Sevestre, President of NATOA. “The theme for the event is “Sharing Success” and will be aimed at providing Aboriginal Communities across the country relevant information to help our Communities and Leaders effectively manage and maintain their own Trust and Investment operations. The workshop will be specific to issues and topics to the province of British Columbia.”

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 and 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 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


Please check back often for updates. 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



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