Schools Board


Robert Caissie, CFP
Chair of Atlantic School: Shayne Connolly, CHS
Chair of the Banff School: James Savage
Chair of the Okanagan School: Tod Alstad, CHS
TFAAC Board Liaison: Wendy Playfair, CFP, CLU, CHS

The purpose and operations of the Schools are to provide annual continuing education programming to TFAAC members and are subject to the TFAAC Board policy “Statement of Committee Governance”. Although each School operates as a discreet entity, it is desirable that the Schools collectively form a business unit of TFAAC under a common governance structure.
The TFAAC Schools Committee shall:

  • Make recommendations to the Board of Directors of TFAAC on the Strategic direction of the Schools in support of the Member Value Proposition
  • Ensure the provision, quality, and integrity of relevant and industry-leading programs and services that align with the practice areas of our membership: 

(1) Financial Management,
(2) Investment Management,
(3) Risk Management,
(4) Tax Planning,
(5) Retirement planning,
(6) Estate Planning, and
(7) Employee Benefits Planning

  • Carry out its mandate in the interests of the TFAAC Board
  • Provide expertise and attention to detail on behalf of the TFAAC Board in relation to all School matters related to the member services of the Association
  • Assess the effectiveness of the delivery of Membership programs in terms of communication, penetration, and cost effectiveness
  • Obtain and report feedback from the Membership through a variety of methods, including surveys from attendees, input from the School Board of each School, an annual survey of the membership, liaison with the Chapter Leadership Council, reports from the Members Services team, etc.
  • Provide leadership, under direction of the TFAAC board, with regard to holding the TFAAC Annual General Meeting adjacent to School events for the mutual benefit of each activity
  • Review, annually, the Terms of Reference and forward to the Governance Committee

Each school will be separate and distinct, maintaining its own leadership School Board. The chair of each School Board will join chairs of other schools in forming the School Committee. The Committee will elect an Advocis member to serve at large. One member of the Committee will be elected by the Committee to serve as the Chair and also as appointee to the TFAAC Board. The Chair of the Committee will also be a member of the Professional Services Committee. The nomination of the at-large appointee will be submitted to the TFAAC Nominations Committee and approved by the TFAAC Board.
Each School will maintain its own financial statements and distinct reserves will be under the direction of each School Board. Costs of TFAAC may be allocated to the School overall business unit upon the approval of both the TFAAC Board and the Schools Committee. The Committee will determine the further allocation of those costs to individual Schools. The Committee will be represented on the TFAAC Board by the elected Chair of the Committee.

  • The Committee will be comprised of a business unit chair, and the four chairs of the four School Boards, who are members in good standing
  • Staff Liaison shall be the Professional Services COO or their representative.
  • 1-year term
  • Majority – 50 percent plus 1 of the total Schools Committee members, present in person or by phone
  • By consensus where possible
  • Any questions shall be referred to Robert's Rules of Order
  • Committee Chair to receive information, agenda, and minutes in advance for approval
  • Agenda and meeting material to be distributed in advance to Committee members within a reasonable period
  • Committee Chair shall NOT have a vote
  • Any tie will give the Chair a casting vote
  • Committee business to remain with the Committee until it is agreed to communicate this business beyond the Committee
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