Major Assignments

• Conducted a Board Governance seminar for the Board of Agricultural Financial Services Corporation (March 2009)
• Conducting a review of the Winfield Agricultural Society for Alberta Agriculture and Rural Development (2009)
• Conducted a Board Governance seminar for the Board of the newly formed Anglican Network in Canada (February 2009)
• Conducted an orientation session for the Local Government Leadership Academy in Kelowna (February 2009)
• Conducted a Board Governance seminar for the Board of Alberta College of Paramedics (February 2009)
• Spoke at the 2009 Municipal Interns Workshop sponsored by Alberta Municipal Affairs (February 2009)
• Conducting a review of the Manning REA for Alberta Agriculture and Rural Development (2009)
• Conducted a Board Governance seminar for the Board of Alberta Weekly Newspapers Association (January 2009)
• Conducting a review of Horse Racing Alberta for the Minister of Alberta Solicitor General and Public Security (2009)
• Conducting a review of the Public Security Division of Alberta Solicitor General and Public Security (2009)
• Retained by the Office of the Auditor General to conduct a comprehensive overview of the systems used by government organizations (ABCs) to select, evaluate and compensate Chief Executive Officers (CEO)(2008)
• Conducted a series of about 25 orientation seminars for municipalities in British Columbia following the November 2008 municipal election (November 2008-February 2009)
• Conducted a two day Mini-Audit for the City of Steinbach, Manitoba (November 2008)
• Conducted a major Governance Review for the City of Victoria (2008)
• Conducted a major Review of the Environmental Appeals Board (2008)
• Conducted a Seminar on Effective Governance for the City of Westmount Quebec (October 2008)
• Conducted a Seminar on Effective Governance and Council-Management Relations for the City Clerks section of LGMA in Sun Peaks, BC (October 2008)
• for the City of Oshawa, Ontario (Council and Management) (September 2008)
• Conducted a Refresher on Governance for Yellowhead County (October 2008)
• Conducted a Seminar on Governance for the City of Oshawa, Ontario (Council and Management) (September 2008)
• Conducted an Orientation Seminar for the College and Association of Registered Nurses of Alberta (September 2008)
• Conducted a session on Board Governance for the Board of the Comox Valley Regional District (May 2008)
• Spoke at the LGMA Conference in Sydney, BC (April 2008)
• Spoke at a session for new interns involved in Alberta Municipal Affairs’ Internship Program (March 2008)
• Spoke at the Spring Conference of the AAMDC in Edmonton (March 2008)
• Conducted a two day mini-audit of the District of Sicamous, BC (January 2008)
• Conducted a series of about 20 orientation seminars for municipalities in Alberta following the October 2007 municipal election
• Reviewed an ongoing issue for the Minister of Tourism, Parks, Recreation and Culture (summer 2007)
• Prepared a course on municipal governance for the AUMA and the AAMDC (summer 2007)
• Conducted a two day mini-Audit of Governance for the District of Hope, BC (June 2007)
• Conducted a two day mini-audit of Governance for the Regional District of Comox-Strathcona BC (May 2007)
• Conducted a Review of Governance of the Alberta Gaming and Liquor Board as requested by the Alberta Solicitor General (2007)
• Facilitated a performance review of the CAO for the Regional Municipality of Wood Buffalo (formerly Fort McMurray) Alberta (February 2007)
• Conducted a major Corporate Governance Review for Parkland County, Alberta (October 2006-May 2007)
• Conducted a review of Governance for the Bethany Board of Management (East Central Health Authority, The Bethany Group and Alberta Health and Wellness) (December 2006-March 2007)
• Conducted a Governance Review for the District of Smithers, BC (in cooperation with Ron Born, former CAO of Kelowna, BC) (November-December 2006)
• Provided advice to Alberta Children’s Services in the recruitment and selection of members for the Appeal Panel (September 2006)
• Conducted a Review of Resources for the District of Pitt Meadows, BC (May-July 2006)
• Conducted a Corporate Review of the Town of Whitecourt (2006)
• Conducted a governance audit for the North Okanagan Regional District (April 2006)
• Presented a Pre-Conference Seminar on the Role and Function of Corporate Reviews “Assessing Below the Waterline” to the Local Government Administrators’ Association in Red Deer (March 2006)
• Conducted a Review of the Appeals Secretariat, Alberta Children’s Services (2006)
• Conducted a mini-review of the Skeena-Queen Charlotte Regional District (2006)
• Conducted a Review of the Surface Rights Board and Land Compensation Board for the Minister of Sustainable Resource Development (2005-06)
• Conducted a session on decision-making for the District of North Saanich (January 2006)
• Conducted orientation seminars for various BC municipalities following the 2005 elections, including: Esquimalt, Ladysmith, North Saanich, Victoria, Highlands, Parksville, Qualicum Beach, Lantzville, Lilloett, Chase, Logan Lake (2005), Terrace and area municipalities, Grand Forks and area municipalities
• Conducted a series of sessions for the newly elected (2005) Council members in BC on behalf of the UBCM in Richmond and Penticton
• Delivered a one day seminar on Governance and the Role of Audit Committees for eight School Boards in Ponoka, Alberta (December 2005)
• Delivered a one day teambuilding seminar for the Central Region, Alberta Child and Family Services Authority (December 2005)
• Conducted an Inspection of the Town of Lac La Biche for the Minister of Alberta Municipal Affairs (2005-06)
• Conducting a two day Governance Seminar for the Town of Fort Erie Ontario (2005)
• Conducting a two day Management Skills and Performance Review Seminar for the City of Nelson, BC (2005)
• Conducted a Corporate Review of Mountain View County, Alberta (2005)
• Conducted a Corporate Review of the Town of Creston, BC (2005)
• Conducted a Corporate Review of Yellowhead County Alberta (2005)
• Delivered a half day seminar for the Alberta Public Works Supervisors (2005)
• Delivered a one day seminar on Priority Setting for the City of Edmonton Council (2005)
• Conducted a Corporate Review of the Natural Resources Conservation Board for the Minister of Alberta Sustainable Resource Development (2005)
• Delivered a half day session for the combined conference of LGMA/GFOBC in Whistler, BC (2005)
• Delivered a session on governance for the officials of Alberta Children’s Services to their annual conference (2005)
• Conducted a Review of Governance of Mount Royal College for the Alberta Auditor General (2005)
• Conducted three seminars for the Board of Samson Management Ltd. (2005)
• Delivered the keynote addre
• to the National Summit on Municipal Governance (2005)
• Delivered a seminar on Governance for the Board of the Palliser Health Authority in Medicine Hat (2005)
• Spoke to the 2002-03-04-05 Classes of Municipal Interns for Alberta Municipal Affairs
• Delivered a refresher orientation to the Council of the MD of Rocky View (November 2005)
• Provided advice and input to Alberta Children’s Services on governance issues for audit committees of CFSAs (2004)
• Reviewed the Busine
• Planning Proce
• for Edmonton Child and Family Services Association (2004)
• Conducted the recruitment of the chief administrative officer for Lamont County (2004)
• Review of the Draft Organization Structure for the Town of Fort Erie (2004)
• Management Training/Orientation Seminar for the MD of Rocky View (2004)
• Delivered the Keynote Addre
• to the City of Edmonton Leadership Series for senior management (2004)
• Conducted Orientation Seminars (2004) for the following municipalities: City of Peterborough, Ontario, City of Cornwall, Ontario, Beaver County and Area Municipalities (Alberta), Yellowhead County and Area Municipalities (Alberta), Town of Westlock and Area Municipalities (Alberta), Town of Gibbons and Area Municipalities (Alberta), Town of Carbon and Area Municipalities (Alberta), City of Lethbridge (Alberta), City of Edmonton (Alberta), MD of Rocky View (Alberta)
• Corporate Review of the City of Guelph, Ontario (2004)
• Corporate Review of Lamont County (2004)
• Participated in the 2004 Local Government Leadership Program at Royal Roads University
• Governance Seminars (2004) for: Simcoe County, Kneehill County, Peavine Metis Settlement, Saskatchewan Association of Urban Municipalities, Association of Manitoba Municipalities, OMMA (Ontario Municipal Administrators Association), Local Government Leadership Conference (Edmonton and Owen Sound)
• Review of the North American Baptist Conference (Chicago)(2004)
• Review of the Districts of North Saanich and Highlands, both located on Vancouver Island (2004)
• Conducted Inspections of Brazeau County and the Village of Clyde for Alberta Municipal Affairs (2004)
• Taught the internet E-course on local government for NACLAA (2004)
• Conducted a review of the Regional District of Okanagan-Similkameen (2004)
• Conducted an Orientation Seminar for the City of Niagara Falls, Ontario (2003)
• Conducted a Corporate Review of the City of Lethbridge (2003)
• Presented the keynote addre
• at the First Annual Canadian National Summit on Municipal Governance in Niagara Falls (2003)
• Guest speaker at the LGL Conference in Winnipeg (May 2003)
• Guest speaker at the LMMA Conference in Whistler, BC (May 2003)
• Participated in the 2002 Local Government Leadership Program in Red Deer and in Victoria at Royal Roads University
• Completed a comprehensive review of the MD of Rocky View in the Calgary region (2002)
• Conducted a Corporate Review and Inspection of the Municipal District of Clear Hills (north of Grande Prairie) on behalf of the Minister of Municipal Affairs (2002)
• Provided guidance to the Board and administration of the Peace Health Region in its review of its Busine
• Plan; acted as agents of Alberta Health and Wellne
• and the Board (2002)
• Spoke at a major Recreation conference in Comox, BC (2002)
• Conducted a review of the Office of the Children’s Advocate (2002)
• Conducted a review of the Relationship between Alberta Children’s Services and the Alberta Corporate Services Centre (2002)
• Conducted a Review of the West Yellowhead Child and Family Services Authority (2001-02)
• Spoke at the Union of Nova Scotia Municipalities Conference in Sydney, Nova Scotia (Fall 2001)
• Conducted a review of Woodlands County including its Council and administration (Summer/Fall 2001)
• Recently completed a major review of the NWT Health and Social Services system (2000-01)
• Conducted a major assignment for the City of Edmonton, Community Services Department of the Greater Edmonton Foundation: Housing for Seniors (2000)
• Delivered a seminar for Alberta Health and Wellne
• on corporate governance for the members of the new Board of the Lakeland Health Authority (2000)
• Conducted a Corporate Review and recruitment of the CAO for the Municipal District of Mackenzie (1999-2000)
• Conducted a Corporate Review and recruitment of the CAO for the Town of High Level (1999-2000)
• Conducted a comprehensive review of the Persons with Developmental Disabilities system for Alberta Health and Wellne
• (1999-2000)
• Conducted a review of service-sharing for the Town of Peace River and the M.D. of East Peace (1999-2000)
• Conducted a comprehensive review of the Town of Olds (1999) subsequent to an Inspection Report by Alberta Municipal Affairs; recommended certain legislative and administrative changes which have been endorsed and implemented
• Lead a review of the Lakeland Regional Health Authority (1998); facilitated the work of the Board, management and the public in addressing a ‘deficit elimination plan’ process
• Conducted a review of the Alberta Mental Health Board (1998); provided advice to the Board on governance issues
• Conducted a session on governance for the Alberta Cancer Board (1998)
• Conducted a major review of the legislative and senior administrative roles and responsibilities as well as the decision-making processes of the City of Winnipeg (1997); acted as the facilitator of two seminars for the Executive Committee of Council
• Provided an independent review of the provincial Municipal Act
• Conducted a review of “Best Practices” for Alberta Health of the regional health authorities (1997)
• Authored a review of Governance (1997) for the regional health authorities; providing input to the Province on the expectations of new board members
• Conducted a review of the central administrative operations and structure of a school division
• Assisted the Province in facilitating the transition of assessment services to a private sector model
• Assisted with the review of a municipal library board structure and operations
• Conducted a review of the legislation affecting municipal administrators and made recommendations to their Association
• Developed reference manual for the board of a womens’ shelter
  Authorized a position paper on long-term care for senior citizens for a provincial health organization
• Completed numerous executive search engagements for both public and private organizations
• Lectured at conferences and seminars for the governors and administrators of major health organizations
• Organized and conducted seminars and retreats for municipal elected officials acro
• Canada.
• Lectured at seminars on personnel administration and management decision-making for senior municipal administrators
• Conducted organization and service delivery reviews of health authorities examining roles, responsibilities, financial management, information systems, reporting relationships, funding and service delivery
• Developed a policy development proce
• and codification system for public sector agencies; conducted seminars on policy development
• Developed and instructed at management seminars for continuing education agencies; prepared a professional development program outline for further education coordinators
• Reviewed the operations support functions for a region of a provincial Social Services Department
• Conducted "climate audits" to determine ways to improve communication patterns and managerial styles for various civic governments
• Reviewed the reporting relationship between a Family and Community Support Services Board and the local municipal council
• Taught the leadership and governance sessions (over a 10 year period) for the Local Government Leadership Program at the Banff School of Management.