Education & Events

2017 Municipal Finance Forum





Infrastructure Funding and Asset Management: Moving From a Noun to a Verb

Friday, December 1, 2017

The annual MFOA/AMCTO Municipal Finance Forum provides a platform for Ontario’s municipal financial management leaders to explore the key strategic issues and emerging trends in municipal financial management. At the 2017 Forum, issues experts will examine 2 critical inter-related financial management issues…


Infrastructure Funding and Asset Management

Infrastructure Funding Phase 2: Investing in Canada Plan

Through the Investing in Canada Plan, the Government of Canada recently introduced the Investing in Canada Infrastructure Program, which will provide approximately $33 billion in infrastructure funding over 11 years focusing on 4 key areas: public transit; green infrastructure; social infrastructure; and infrastructure in rural and northern communities. In order to be eligible for these funds, Provinces and Territories are required to have a minimum 3 year forward looking infrastructure plan in place in mid-2018.

Funding and Financing Infrastructure:

Panelists will discuss the various financing and funding options available for infrastructure projects. Financing and funding application dos and don’ts, and what funding agencies are looking for in a successful grant application. What are eligible expenses? What are the reporting requirements and obligations of municipalities for accessing funds? What are the pros and cons of using Internal expertise vs using a grant writing consultant?

Chair: Rick Charlebois, Director Corporate Services/Treasurer, Town of Petrolia

  • Michael Leong, Vice President, Commercial Underwriting, Infrastructure Ontario
  • John McCharles, Mayor, Town of Petrolia
  • Katherine Fleming, Project Director, Municipal Asset Management Program, Federation of Canadian Municipalities (FCM)
  • Anthony Boland, Acting Manager, Municipal Infrastructure Policy Unit, Ontario Ministry of Infrastructure, Government of Ontario 

Asset Management 

Using Asset Management Plans Enterprise-Wide for Better Decisions in Infrastructure Investment

  • Asset Management in comparative perspective: Where are other provinces with respect to asset management? Panelists will offer a province-wide perspective on progress in asset management, including the challenges, successes, lessons learned, and discuss their local area community of practice.
  • Theory: Best Practices of integrating Asset Management Plans. What common municipal processes should shape the asset management plan (e.g. defining levels of service), and how can municipalities integrate the asset management plan into a long term financial plan and into the budget process.
  • Continuous improvement: How can finance officers leverage their local asset management community of practice for better integration and the continuous improvement of asset management into their day-to-day activities?


  • Wally Wells, Executive Director, Asset Management BC
  • Daisy Foster, Managing Director, Atlantic Infrastructure Management Network (AIM Network)
  • Curtis Ching, Chair, Asset Management Ontario

Afternoon Keynote Speaker: Michael Fenn, AMCT, Senior Advisor, StrategyCorp

Michael Fenn presents highlights of his report Infrastructure Ontario: A Key Agency to Implement the Long-Term Infrastructure Plan, an Independent Study commissioned by the Residential and Civil Construction Alliance of Ontario, which looks at infrastructure planning, priority-setting and Alternative Financing and Procurement (AFP) / Public Private Partnerships (P3s), calling for more innovation, more municipal involvement and more competition.  Part 1 of the study recommends that better decision-making structures be put in place to elevate infrastructure planning and project selection. Part 2 takes a detailed look at the Alternative Financing and Procurement (AFP) model used by Infrastructure Ontario.

Communicating To Rate Payers and Elected Officials To Get Buy-in For Infrastructure Investment

Panelists will share proven strategies on how to communicate the asset management plan so the rate payers get the full picture, and to council (especially ones who ran on a 0% budget) to get internal buy in so that infrastructure investment is prioritized.


  • Daryush Esmaili, M.A.Sc, PMP | Manager of Corporate Asset Management, Engineering and Capital Infrastructure Services | Infrastructure, Development and Enterprise, City of Guelph
  • Rob Adams, Hons. BA, MPA, Chief Administrative Officer, The Municipality of Grey Highlands
  • Roberto Rossini, Retired, Deputy City Manager & Chief Financial Officer, City of Toronto

The 2017 Municipal Finance Forum will also incorporate 3 facilitated break-out sessions where participants will be able to participate in group discussions in areas of interest.

Participants will discuss, network and share their 'on the job' challenges, effective solutions, best practices, lessons learned and current / upcoming trends.

These sessions will be facilitated by our subject experts and panelist and will address many of the issues relevant to the day.

At the end of this facilitated discussion, each group will share their session ideas, learnings, issues and “eureka” moments with the larger audience

Break-Out Sessions (3): Potential Topics/ Questions:

1.  Developing a Financial Strategy for Your Asset Management Plans:
Facilitators: Colin Macdonald, Senior Policy Advisor, MFOA and Wally Wells, Executive Director, Asset Management BC
2.  What Barriers Prevent You from Developing and Leveraging Your Asset Management Plans:
Facilitators: Tammy Carruthers, Principal & CEO, WSCS Consulting Inc. and Mike Mayes, Director, Financial Services/Treasurer, Town of Newmarket

3.  What Does Good Asset Management Governance Look Like:
Facilitators: William Dakin, Director of Finance/Treasurer, Municipality of Strathroy-Caradoc and Mary Lou Spicer, Deputy Director of Finance, County of Grey

2017 Sponsor

Chartered Professional Accountants of Ontario

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