Challenge One: Measuring What Matters

Challenge Two: Enhancing Multi-Stakeholder Engagement

Challenge Three: Embedding Upmanship by Design

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Challenge One: Measuring What Matters Presentation

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Challenge Two: Enhancing Multi-Stakeholder Engagement

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Challenge Three: Embedding Upmanship By Design

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This course is offered in three locations:

1. Toronto (Craig Hannaford) May 5, 2016

If you would like a corporate rate for offering this course in Ottawa or Calgary, please contact us at here.

2) Ottawa (John Reid)May 5, 2016
3) Calgary (Gord Tomlinson) May 5, 2016

Many organizations, in both the public and private sector, are required to conduct investigations, be they internal or external in nature. It is not a question “if” an investigation will be required but “when?” Organizations must have access to people with the skills to conduct a fair, impartial and efficient investigation. The focus is on collecting the needed information in the least disruptive manner as possible.

Your Investment:  $CDN 499 per registrant; $CDN 399 per person if three or more registrants come from one organization, Fee includes full buffet lunch, pre-reading material, a morning and an afternoon health break, and a Course Binder.

• About
• Objective
• Who Will be There
• Instructors

This half day intensive course provides registrants with a blueprint to conduct an internal investigation no matter what government or industry sector they come from. It will provide the participant with a working knowledge of the theory behind planning an investigation. Case studies will be referenced throughout the course in order to provide candidates with hands-on experience in planning and carrying out an investigation.

• Reasons to conduct an investigation.
• Legal considerations
• Preparation of an investigative plan
• Conducting effective interviews
• Documentary evidence
• Sources of information
• Electronic evidence considerations
• Field investigations
• Reporting

Develop a sophisticated understanding about the conduct of a workplace Investigation: At the conclusion of this course, participants will have a blueprint and the tools to conduct an effective and efficient investigation according to prevailing legal and ethical standards.  Participants in the course, Conducting an Investigation, will be required to create their own investigative plan for a scenario. In addition, participants will design an interview plan for a potential person to be interviewed. Various scenarios will be employed throughout the seminar. At the end of this seminar, the student will be able to effectively and efficiently plan and implement the steps needed to conduct an investigation. Benefits in your Participation

• Highlight relevant legislation and court decisions related to conducting investigations.
• Provide a structured strategy to planning and undertaking simple or complex investigations.
• Learning basic interview skills to assist in investigations.
• Understanding documentary and electronic forms of evidence and how they should be handled.
• Writing an effective investigation report

Who is this course for: Any person who is or may be tasked with conducting a regulatory, internal, statutory or other investigation. This includes harassment matters, code of conduct violations as well as more serious statutory violations.

About Craig Hannaford

Craig has extensive experience in managing and investigating complex multi-faceted cases for both criminal prosecutions and civil proceedings; managing large groups of investigators and support personnel; conducting strategic reviews, risk management assessments and management plans; public speaking and lecturing experience both with the Government of Canada and the private sector (seminars, television, radio); forensic accounting; computer forensic services.

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About John Reid

John Reid, an articulate peace officer, recently retired as Superintendent by rank, and lawyer with the Royal Canadian Mounted Police, is results orientated with a diverse background from complex investigations in white collar crime and internal affairs to managing a national witness protection program to sitting as Director and Chair of internal discipline and performance boards. Major strengths include integrity, planning and organization, problem solving, negotiations and a dedicated work ethic.

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This full-day, interactive course, Ethical Partnering: the Good, The Bad and the Ugly, is based upon a number of successful education programs and seminars researched, designed and presented by David Nitkin, Jane Garthson and Marie-Claude Boudreau across the country, from Moncton to Vancouver. Participants will learn how to develop a state-of-the-art sponsorship policy; how to apply best practice lessons to design and monitor your organization’s partnerships, sponsorships and strategic alliances; and how to identify and negotiate with optimal public and/or private prospective partners.

The presentations and discussions are supplemented by case studies and ideas offered by your fellow participants in order to provide many insights in how to plan and deliver more effective management and oversight of win-win partnerships. Lunch as well as morning and afternoon breaks are included in the course, as well as some pre-read material, and a course binder.

Your Investment: CDN $899 per registrant; CDN $799 if three or more registrants from same organization

Fee includes a detailed course binder, access to case studies, opportunity to discuss your workplace experiences and questions; and breakfast, full buffet lunch, and two health breaks

If there are 5 or more participants from one organization, this course can be relocated and customized by date and content to the client’s facility.

• About
• Objective
• Who Will be There
• Instructors

In this course, you will learn how to design and deliver public-to-private and public-to-public sponsorships. The step by step process developed by EthicScan for use in training Government of Canada staff in all departments, agencies and boards and commissions is the starting point for the framework presented here in this day-long course. The material, supplemented by one day-long immersion in a case study, exposes a number of useful skills and checklists as well as a state-of-the-art process for achieving these objectives.

In this course, you will learn how to design and deliver public-to-private and public-to-public sponsorships. The step by step process developed by EthicScan for use in training Government of Canada staff in all departments, agencies and boards and commissions is the starting point for the framework presented here in this day-long course. The material, supplemented by one day-long immersion in a case study, exposes a number of useful skills and checklists as well as a state-of-the-art process for achieving these objectives. Benefits in Your Participation

• Learn how to determine and calculate a value and values proposition so that your organization can move beyond mere transaction relationships
• Understand the range of, and differences between, such relationship types as sponsorships, partnerships, strategic alliances, joint ventures and collaborations
• Gain confidence in your understanding of construction of management plans, negotiation and business plans, and opportunity-cost analyses
• Gain a richer perspective on the variety of ways of assessing risk—not only avoidance but also when and where it is appropriate to share, reduce, or accept/embrace risk
• Use case studies to develop appropriate communications strategies to sell prospective alliances inside and outside your organization
• Offer practical ideas about how media and social media partnerships can be used to further your advertising, marketing and promotion objectives
• Enhance awareness of the risks and ethical dilemmas that could arise in developing and implementing relationship initiatives

Sponsorship, partnership and P2P managers, Charity and health sector policy analysts, Philanthropy and community investment professionals, Community-based NGOs, Corporate and community engagement professionals, Media and social marketing professionals, Procurement officers

Instructors:

About Marie-Claude Boudreau

Depuis 2004, Marie-Claude Boudreau a accompli divers mandats en tant que consultante, conférencière et formatrice dans le domaine de l’éthique au travail, tant au gouvernement fédéral que provincial. Depuis 6 ans maintenant, elle se concentre ses activités au Québec. Marie-Claude Boudreau has been a facilitator since 2004 and has worked at the federal government for 6 years. She has worked with various organizations, mainly within the federal and provincial governments in facilitating values and ethics sessions as well as ethical decision-making training for managers and employees.

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About Jane Garthson

Jane Garthson is President of the Garthson Leadership Centre, dedicated to creating better futures for our communities and organizations through values-based leadership. Jane has been an EthicScan Canada associate on various projects over fifteen years,

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About David Nitkin

David is a rare breed in North America: a full-time organizational ethicist. He does original writing, teaching, consulting and research on ethical decision making, enhancing corporate social accountability, auditing, and reporting, and developing ethics assurance programs, including transparency, risk management, ethical management and “safe” partnering

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Why should we be concerned about privacy legislation, security and protection of confidential information about individuals, in particular, personal health information? The answer goes to the integrity of your institution, the reputation of each and every worker and volunteer and the respect that individuals have for those they serve. Our blood type, our mental health records, our marital status, police records, income information, whether or not an individual had a therapeutic abortion, takes growth hormones or has been diagnosed with a mental illness. Our lives and how people react to us flow through the hands of others in the form of paper and electronic records. It is the responsibility of every employee and volunteer, every driver and insurer, every fundraiser and accountant to be aware of how privacy and security rules apply to personal and personal health information.

Objectives:
Our society is becoming increasingly focused on security as a significant portion of organizational records are held electronically. You will learn about what rules your organization must follow to protect personal and personal health information, navigate the perils of electronic records, the consequences of inadequate attention to privacy and how to minimize the risk of privacy breaches. You will learn how to recognize where your organization may be at risk for unauthorized access to personal and personal health information and how to limit health information custodians’ exposure to future incidents involving unauthorized access. Case studies, recent Privacy Commissioner orders and court decisions will be discussed to give insight into where organizations should focus their attention in this emerging regulatory and enforcement regime.

Questions Answered:
What are my obligations under PHIPA, public and private sector privacy legislation? When can I disclose personal health information (to CSA, the Police, insurance providers)? Should we conduct a privacy audit? Can individuals decide how their personal information will be collected, used and disclosed? Is confidentiality the same as privacy? How do I imbed Fair Information Practices into my organizational business model? Are our organization’s software systems in legislative and regulatory compliance?

Who Should Attend:
those responsible for privacy and confidentiality matters
human resources, corporate responsibility, and other officers in corporations and organization

Timetable:
8:00 a.m. – 8:30 a.m.   Registration/Sign-in
8:30 a.m. – 8:45 a.m.   Objectives
8:45 a.m. – 9:30 a.m.   Presentation 1
9:30 a.m. – 10:00 a.m. Case Study Phase One
Health Break
10:15 a.m. – 11:00 a.m.  Presentation 2
11:00 a.m. – 11:30 a.m.  Case Study Phase Two
Lunch
12:30 p.m. – 1:00 p.m.   Conclusions/Evaluation

Your Investment:
$499 per registrant; $399 per person if three or more from one organization. Registration fee, includes pre-read material, Course Binder, a full buffet lunch (noon-1:00 PM); a mid-morning health break; and an opportunity if desired to schedule a follow-up workplace meeting within 5 weeks

Instructors:

Mark Handelman	Suzanne Craig

Friday, 17 June 2016 from 12:30 PM to 4:30 PM (EDT)
Yorkdale Holiday Inn, Toronto

Organizations typically have a code of ethics or business conduct code that is stale, outdated or in need of reinvigoration. This new half day course is intended to help you systematically plot the review and update of your ethics program. Three EthicScan associates who have conducted ethics program reviews in over thirty companies, organizations and associations will take a systematic approach to the how’s, when’s, and where’s of making this happen. You’ll receive high quality ideas and a framework about how can you can oversee state of the art governance, credibility, and ethical assurance, as well as stakeholder responsiveness and buy-in.

There is plenty of opportunity to bring your program to the class for comment and constructive analysis.

Content: Come hear and be inspired by three knowledgeable ethics and integrity experts talk about how to move beyond old compliance-based standards and texts to new empowering techniques. They’ll use practical examples to discuss:

• How to recognize, address and nurture and empower relevant stakeholders
• How to define, assess and measure reputation management
• How to evaluate compliance, identify sources of conflict, and document wrong-doing or corruption vulnerabilities
• What thinking to use when making appropriate recommendations in the face of dilemmas
• How to get executive and Board buy-in
• When and how to address situations where issues can typically involve conflicting rights and responsibilities of stakeholders
• How to judge practices and decision choices where there are conflicts of interest, perceptions of wrongdoing, or discrimination issues
• How to differentiate between motives, rationales and behaviour, because the three are not necessarily synonymous.

Outcome: This half-day course is designed to empower leadership by providing a best practices framework for managers seeking to update their ethics program, including related training and reinforcement issues. It will provide lots of practical ideas to address and act upon business conduct and sustainability challenges. An integrated approach combining multiple ethical principles will be presented that offers workable ideas for stakeholder engagement, reputation enhancement, and compliance managers to apply. Learning will be tailored to the dual purpose of proactively defining an “ethics edge” for organizations as well as allowing them to profit from the growing corporate responsibility expectations of consumers, governments, taxpayers and stakeholders for leadership and “doing the right thing”.

Participants will receive answers to the following questions:

• Are there ethical vulnerabilities identified in current management planning?
• Which code documents to be in languages other than English, for the benefit of specific stakeholders such as clients, suppliers, regulators and sub-contractors?
• Are there relevant independent assessments of ethical and reputation risks and stakeholder attitudes to the organization?
• How do you uncover whether certain key staff and advisors have concerns about the current policy suite?
• When are legal compliance answers insufficient for best governance questions?
• Are there opportunities to empower staff with ethical decision-making decision tools?
• When are potential complements or substitutes for a code either desirable or necessary?
• Are there acknowledged risks in the current whistle-blower protection and complaint investigation process?
• When and how should you initiate or conduct a social or ethics audit?

Pricing: $499 per registrant; $399 per person if three or more from one organization, including receipt of pre-read material, a Course Binder, and an in-depth program that starts with a buffet lunch and includes an afternoon health break. College or university students in active ethics study may apply to register for a special rate of $100 (send an e-mail request to [email protected]). Professors may enquire about arranging special rates for groups of five or more students.