Experience Timeline

2023

Seminars

• Rocky Mountain House
• Alberta Agricultural Society
• City of Wetaskiwin
• City of Powell River, BC
• City of Lethbridge
• Yellowhead County
• Town of Taber
• Olds College
• Rocky View County
• Nunavut Association of Municipalities (Iqaluit)

Webinars/Podcasts

• Gord McIntosh
• Municipal World

Studies

• Advisor to MNP, Edmonton Police Commission
• Inspection, City of Chestermere (Alberta Municipal Affairs)
• Regina Exhibition Association Ltd., SK
• MD of Bighorn
• Blackfalds Code of Conduct Inquiry
• Red Deer County, Governance Audit

2022

• Governance Assistance, Edmonton Metro Region Board
• Code of Conduct Inquiry, Two Hills County, AB
• Webinar, City of Whitehorse, Yukon
• Governance Assistance/Role Definitions, City of Bathurst, NB
• Webinar, Town of Hampstead, Quebec
• Code of Conduct Inquiry, RM of St. Andrews, MB
• Governance Assistance, City of Medicine Hat, AB
• Governance Training/Role Definitions, City of Red Deer, AB
• Seminar, Society of Local Government Managers, AB
• Webinar, OMAA (Ontario)
• Union of Municipal Administrators, Saskatchewan
• Inspection, Chestermere, Alberta Municipal Affairs
• Videos
• Seminar, MD of Bighorn, AB
• Governance Audit, MD of Bighorn, AB
• Counselling a Councillor, RM of Wood Buffalo, AB
• Governance Seminar, Beaver County
• Webinar, Sask. Urban Municipalities Association
• Seminar, Saskatchewan Southwest Municipalities
• Orientation Seminars (BC and Manitoba): Dawson Creek, Prince George, Abbotsford, North Saanich, Kelowna, West Kelowna, Port Alberni, Vernon, Summerland, RM of West St. Paul, Eastman District/Beausejour, Prince Rupert, Stewart)
• Webinars (County of Perth, Township of Hornepayne)

2021

• Webinar, District of Vanderhoof, BC
• Governance Audit, District of Vanderhoof, BC
• Governance Assistance, City of Regina, Sask
• Governance & Management Review, City of Nanaimo, BC
• Saskatchewan Economic Development Association
• Podcast, The Thriving Mayor
• ICMA Webinar Series (Six Modules)
• Podcast, Municipal World
• Governance Assistance, RDAR (Results Driven Agricultural Research)
• Webinar, Community Futures, AB & Sask
• Webinar, RM of Meadow Lake, Sask
• Webinar, SUMA
• Webinar, Prince Edward Island Municipalities
• Webinar, City of Moncton, NB
• Webinar, Association of NB Municipalities
• Webinar, Tri-Cities, (Moncton, Riverview, Dieppe)
• Webinar, Northern Ontario Mayors (E4M)
• Webinar, Kincardine, ON
• Webinar, Calvin Township, ON
• Seminar, Alberta Cattle Feeders
• Seminar, Management, RDAR
• Governance Seminar, City of Abbotsford, BC
• Orientation Seminars: Alberta (Woodlands County, Yellowhead County, St. Albert, MD of Bonnyville, Regional Municipality of Wood Buffalo, Whitecourt, Delburne/Region, Westlock, Stony Plain, Clearwater County, Beaver County, City of Red Deer, EMRB, Strathcona County, Okotoks, Grande Prairie, Camrose & Region, Minburn County)
• Webinar, Town of Hay River, NWT
• Webinar, Gillam MB
• Governance Seminar, EMRB
• Seminar, Pincher Creek & region

2020

• Governance seminar, Yellowhead County
• Executive coaching, Mayor, Alberta
• Governance advice, Lutheran Association of Missionaries & Pilots
• Governance advice, Results Driven Agricultural Research
• Webinar, Municipal World
• Governance Audit, RM of East St. Paul, MB
• Podcast, Municipal World
• Governance Audit, Municipality of Jasper
• ICMA Annual Conference, Virtual
• Governance seminar, E4M, Northern Ontario
• Governance seminar, District of Mission. BC
• Governance seminar, District of Lantzville, BC
• ICMA Council webinar modules (6)
• Governance seminar, Town of Nipawin, SK
• Governance seminar, City of Moose Jaw, SK
• Webinar, Municipality of Greenstone, ON
• Webinar, City of Swift Current, SK

2019

• Governance seminar, Cowichan Valley Regional District & member municipalities
• Organizational restructuring advice, City of Saskatoon
• Restructuring advice and management training, City of Nanaimo
• Organizational Review, Heartland Housing Authority, Sherwood Park, Alberta
• Management and Structural Review, Legal Aid Alberta
• Management Development seminar, City Operations, City of Edmonton
• Governance Update, Town of Morinville, Alberta
• Podcast for MNP (Myers Norris Penny)
• Review of Controlled Corporations, City of Saskatoon, Saskatchewan
• Governance and Management Audit, City of Cranbrook, BC
• Governance Audit, Review of ABCs, City of Yellowknife, NT
• Review of SAO Bylaw, City of Yellowknife, NT
• Coaching/mentoring assistance, Town of Morinville
• Review of Governance; assistance to Council, City of Fort Saskatchewan, Alberta

2018

• Review of the City of Pitt Meadows’ boards and committees
• Executive coaching for a Mayor in Alberta and a CAO in Saskatchewan
• Governance seminars in: Drayton Valley, Hay River, Daysland, Beaumont, Regina, Municipal and Community Affairs in the NWT; Strathcona County; Chestermere
• Keynote address for the Local Government Administrators of the NWT
• Developed and videotaped a series of seminars for the remote communities of the NWT
• Conducted a class on local government with a group of young CAOs and for a CAO Networking Group in British Columbia
• Two webinars on Council-Management Relations for municipalities in Canada and the US
• Session for local government Interns (those entering local government) for Alberta Municipal Affairs
• Conducted a Governance Audit for the MD of Pincher Creek
• Conducted a Review of the Aboriginal Consultation Office for the Alberta Government
• Conducted a review of a Governance/personnel issue for Service Alberta regarding the Real Estate Council of Alberta;
• Developed and delivered a series of 1-2 day orientation seminars (Oct-Dec)(about 20) for municipalities largely in BC but also in Manitoba and the NWT.

2017

• Seminars: City of Weyburn, SK; Municipal Interns of Alberta, Municipal Affairs; ICMA Webinar: Council-Management Relations
• Consulting Assistance: RM of Sherwood, SK
• Governance Review: City of Lloydminster, SK
• Governance Inspection: City of St. Albert, AB

2016

• Seminars: Feeder Association of Alberta; Alberta Cattle Feeders of Alberta; Gift Lake Metis Settlement; Municipal Interns of Alberta; Saskatchewan Association of Rural Municipalities; City of Edmonton New Councillor (By-election) Orientation; “Brown Bag” session, Alberta Indigenous Relations; City of Pitt Meadows; Nunavut Association of Municipalities (Rankin Inlet); Alameda County Municipalities, San Leandro, CA; ICMA University Workshop, Kansas City; Webinar for ICMA (International City Managers Association); City of Abbotsford, BC; District of Muskoka, ON; Town of Kindersley, SK; City of Swift Current, SK; City of Moose Jaw, SK; City of Prince Albert, SK; Town of Battleford, SK; Public Service Commission Board, AB; Town of Eston (and region), SK; City of Nipawin, SK; City of Warman, SK; St. Walburg (and region), SK; City of Meadow Lake, SK; RM of Sherwood, SK
• Partner in review of AEMERA
• Conducted a Governance Review of the Alberta Cattle Feeders Association
• Review of Alberta Motor Vehicle Industry Council (Service Alberta)
• Review of Code of Conduct process for ECSB (Edmonton Catholic School Board)
• Review of Alberta Environment & Parks Communications Branch
• Advisor to City of Edmonton Clerk’s Department re: Review of ABC Framework

2015

• Seminars: Pitt Meadows, Yellowhead County, City of Saskatoon, Saskatchewan, Peace River Regional District, BC, Local Government Leadership Academy, Association of Kootenay Boundary Local Governments, BC, Oregon City and County Managers Association, Bend, Oregon, Leadership Forum, Edmonton Transportation Department, Metis Settlements of Alberta, Nunavut Municipal Managers (Training Organization), Council Report Writers, City of Edmonton, 2015 ICMA Conference, Seattle, WA
• Conducted a Mini-Audit of the Town of Cardston, Alberta
• Conducted a review of the Beaver Regional Waste System
• Spoke to the Class of Municipal Interns for Alberta Municipal Affairs
• Conducted webinar for ICMA: Session One: Building a Sound Foundation: “How to” Template on Council Orientations; Session Two: Ensuring Role Clarity: The Governance Challenge
• Conducted a Mini-Governance Audit for the City of Kenora, Ontario
• Conducted a review of the Integrated Resource Management system for Alberta Energy & Alberta Environment
• Conducted a review of Edmonton Transit Services
• Facilitated a review of the Long Term Agreement between Alberta Aboriginal (now Indigenous) Relations & Metis Settlements General Council
• Conducted review of Corporate Communications Department, City of Edmonton

2014

• Assisted the Council of Lac Ste. Anne County make a decision on where they preferred to locate their new County office
• Seminars: Strathcona County; City of Lethbridge, LGLA (Richmond, BC); Interns program-Alberta Municipal Affairs; Management of Alberta Livestock and Meat Agency; City of St. Albert; Town of Kindersley, Sask; Town of Unity, Saskatchewan; Board of Alberta Livestock and Meat Agency; Ste. Anne Natural Gas Coop; ICMA in Charlotte,NC
• Conducted an Inspection of the Town of Peace River, Alberta
• Conducted a Governance Review of Strathcona County
• Provided advice on key legislation for AAMDC
• Conducted a webinar for ICMA on Council-management relations
• Conducted a review of a Branch of Alberta Environment and Sustainable Resource Development
• Conducted a review of the Beaver Waste Management Commission for the Beaver Regional Partnership

2013

• Conducted a series of governance seminars for: City of White Rock, SUMA, Swift Current, ICMA, Urban Systems, City of St. Albert, City of Forest Grove (Oregon), City of Regina & Region, AAMDC, Association of Manitoba Municipalities, ECSB
• Council orientations: Metis Settlements, Mountain View (& regional municipalities), Yellowhead County (& regional municipalities), Town of Stony Plain, Sylvan Lake (& regional municipalities), City of Red Deer, Lethbridge County (& regional municipalities), Woodlands County, City of Edmonton, Strathcona County, City of Leduc, Brazeau County (& Town of Drayton Valley), Sturgeon County (& regional municipalities), Medicine Hat (& regional municipalities).
• Report for Alberta Tourism, Parks, Recreation and Culture (Recreation Division)
• Report on E4C
• Report on Thorhild County
• Report on MGA re: inspections, role of Official Administrator
• Report for the Capital Region Board (Governance Processes)
• Report for the Capital Region Board (Membership)
• Report for the Ste. Anne Natural Gas Co-op

2012

• Conducted a series of seminars for Councils and Boards on the general theme of "good governance"
• Conducted a major Governance Review of Huron County in Ontario
• Conducted a Governance Review for the Metis Settlements General Council in Alberta
• Reviewed the Meat Inspection Branch of Alberta Agriculture
• Taught (with colleague Gord McIntosh) a two day session for community leaders in Alberta and Saskatchewan for communities served by Encana and Cenovus
• Conducted a mini-audit of Wheatland County, AB
• Conducted a mini-audit of Campbell River and Courtenay on Vancouver Island

2011

• Conducted a series of governance seminars for organizations such as ALMA (Alberta Livestock and Meat Agency), CARNA (College of Registered Nurses of Alberta), ASBA (Alberta School Boards Association), Agricultural Products Marketing Council, Lions Senior Citizens Centre, County of Thorhild (AB), East Prairie Metis Settlement, Birch Hills County, Local Government Management Association of BC, Edmonton Catholic School Board, ICMA (Milwaukee), Edmonton Public School Board, Yellowhead County Council, Institute of Public Administrators of Canada, City of Cornwall
• Conducted orientation (post election) seminars for City of Kelowna, District of West Kelowna and region, City of Rossland and region, Parksville and region, Thompson Okanagan region, Sechelt and region, District of Terrace and region
• Assisted in the development of a Governance Manual and training video for the Alberta Association of Agriculture Societies
• Conducted a Governance Review of the St. Albert Affordable Housing Society
• Conducted a review of Goodwill Industries
• Conducted a Governance Review of Region Four of Alberta Children's Services
• Faciliatated a revenus review seminar for Metis Settlements General Council

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.