Writing a Great MD&A
Learn Key Techniques and Understand the Regulatory Concerns to Craft a Strong, Effective and Compliant MD&A
Toronto, Ontario · June 6, 2018
About Your Training Seminar Leaders
Eric Anastacio, Senior Consultant, IT Governance, Risk & Controls, CIBC
Eric Anastacio has been in the accounting industry for over 20 years. Eric initially started out at PwC in the Financial Statement Assurance practice and then gained substantial experience in Internal audit and most recently Information technology. Eric holds a BBA, CIA, CISA and CRMA and his passion for education led him into pursuing a Masters is Education focused on career and technical education. Eric currently works at CIBC as a Senior Manager, IT Governance. Eric views the MD&A as a key document as it informs potential shareholders with a holistic view of the organization and potential investors.
Leon Bloom, Consultant, Deloitte
Leon is recognized globally for his thought leadership and expertise in assistingleading financial institution clients with financial and non-financial risk and
capital management and governance solutions. He has served as a senior Deloitte Partner for more than 20 years both in Canada and globally, including
several terms as an Executive Board member of Deloitte's Global Financial Services Industry (GFSI) practice. He also served as the firm's GFSI Global Deputy Managing Partner for more than 12 years.He specializes in the area of risk and capital management and risk governance and has extensive global experience advising regulators (including the Basel Committee on Banking Supervision) deposit insurers, major financial institutions and rating agencies on related issues. He is a co-architect of Deloitte's Enterprise Risk Management (ERM) methodology and has led its implementation in leading financial institutions.
Nigel Bunbury, Chief Executive Officer, WorkOps Consulting Inc.
Nigel Bunbury is WorkOps' founder and an innovative thinker with over 19 years of finance, controls and reporting systems experience, Mr. Bunbury is committed to a high standard of excellence. Having held senior management positions throughout his career, Mr. Bunbury has led high performing teams through periods of rapid growth and transformation at some of Canada's most renowned public companies, including Royal Bank of Canada, GMP Capital and RioCan REIT. Mr. Bunbury graduated from McMaster University in 2000 and earned an Honours Bachelor of Commerce degree with a specialization in Accounting and Finance, having received a scholarship for academic excellence. Mr. Bunbury began his career at KPMG and is a 2001 CPA.
Bryan Lillycrop, Vice-President, Compliance, Loblaw Companies Limited
Bryan Lillycrop has over 20 years of experience in senior positions in some of Canada's largest companies. As Vice President, Controller for both Loblaw Companies Limited and previously Maple Leaf Foods Inc he was accountable for the external public filings as well as technical accounting and internal controls. Bryan also worked as Senior Manager of Technical Accounting Support at Nortel Networks supporting the business in both its Canadian and US GAAP filings.
Jennifer Purves, Senior Director, Internal Audit Services, George Weston Limited
Jennifer Purves has over over 20 years of governance experience and has been responsible for managing and directing internal audit activities through effective risk assessments risk-based audit focus, quality and timely execution of projects, and superior client service and relationship building at George Weston Limited. She has also been involved with planning, executing and reporting on financial, operational strategic and compliance reviews as well as advisory or consulting engagements. She has also coordinated and overseen the planning, execution and reporting of testing activities with the Internal Control Compliance (ICC) within Finance.
Prior to joining George Weston Limited, Jennifer was a senior manager at EY involved in project management, program transformation, internal controls and audit, and enterprise risk management.
The Management Discussion and Analysis (MD&A) is one of the key parts of your financial reporting, and often one of the trickiest to master. It's not just about meeting technical requirements, or repeating the financial statements. An effective MD&A requires you to go beyond that and deliver corporate communication objectives.
To help you meet these challenges, Infonex is presenting an in-depth one-day workshop: Writing a Great MD&A.
Over the course of this seminar, you will go through the most important issues in disclosure requirements, best practices, and techniques for avoiding deficiencies. You will understand common challenges and errors in devising a comprehensive report, and you will get tips and tricks for improving your MD&A.
Infonex has been providing the Canadian business community with highly-rated training in accounting and reporting for over twenty years. This session promises to deliver those continued high quality standards.
Don't miss this chance. Learn to write an MD&A that provides investors and other users with material information that is crucial to an understanding of your company's operating performance, financial situation, and its prospects for the future. Register today!