2010

  • Conducted a review of governance and management responsibilities for Strathcona County as a result of a Council-management dispute (September 2010)
  • Held a conference call with the Town of Creston BC on the role of the Mayor (September 2010)
  • Held a conference call with the District of Kitimat BC on the role of the Mayor (August 2010)
  • Conducted a 2 day mini-governance audit of the District of Lillooet, BC (June 2010)
  • Conducted a review of the Alberta Emergency Management Agency on behalf of the office of the Premier (May-August 2010)
  • Conducted a review of the leadership of the Kelowna Fire Department on request by the City management (May 2010)
  • Conducted a comprehensive Inspection and a review of the sustainability of the City of Cold Lake (November 2009-May 2010)
  • Conducted a review of the organization and structure of Wagner Hills Society (Addictions Centre) (January 2010)

2009

  • Conducted a review of the Winfield Agricultural Society for Alberta Agriculture and Rural Development (March-June 2009)
  • Conducting a review of the Manning REA for Alberta Agriculture and Rural Development (January-April 2009)
  • Conducted a review of Horse Racing Alberta for the Minister of Alberta Solicitor General and Public Security (February 2009-July 2009)
  • Conducting a review of the Public Security Division of Alberta Solicitor General and Public Security (December 2008-April 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)

2008

  • Conducted a two day Mini-Audit for the City of Steinbach, Manitoba (November 2008)
  • Conducted a major Governance Review for the City of Victoria (February-December 2008)
  • Conducted a major Review of the Environmental Appeals Board (April-August 2008)
  • Conducted a two day mini-audit of the District of Sicamous, BC (January 2008)

2007

  • 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)

2006

  • 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)
  • 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)

2005

  • Conducted an Inspection of the Town of Lac La Biche for the Minister of Alberta Municipal Affairs (2005-06)
  • 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)
  • Conducted a Corporate Review of the Natural Resources Conservation Board for the Minister of Alberta Sustainable Resource Development (2005)
  • Conducted a Review of Governance of Mount Royal College for the Alberta Auditor General (2005)

2004

  • Provided advice and input to Alberta Children’s Services on governance issues for audit committees of CFSAs (2004)
  • Reviewed the Business Planning Processes 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)
  • Conducted a Corporate Review of the City of Guelph, Ontario (2004)
  • Conducted a Corporate Review of Lamont County (2004)
  • Participated in the 2004 Local Government Leadership Program at Royal Roads University
  • Conducted a 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)

2003

  • 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 address 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)

2002

  • 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 Business Plan; acted as agents of Alberta Health and Wellness 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)

2001

  • 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)

2000

  • 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 Wellness 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)

1999

  • Conducted a comprehensive review of the Persons with Developmental Disabilities system for Alberta Health and Wellness (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

1998

  • 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)

1997

  • 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

Pre-1997

  • 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 women’s 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 across 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 process 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.