Course

NI 43-101 Survival Guide: Mastering the Art of Compliant Technical Disclosure 

Level: Intermediate
Facilitators: 
Sally Gillies, Ausenco
Hilary Evans, P. Geo. 

Abstract:
Every time a mining company puts out a technical report or news release, there can be a slight twinge of worry that this is the time their disclosure will be reviewed by the regulators. To ensure compliant technical disclosure, preparation begins long before the regulators may conduct a review. Many problems stem from a lack of understanding and motivations of all the stakeholders in the technical disclosure ecosystem.
By using examples as well as context, this course aims to give you the tools and understanding to confidently create content that is prepared in accordance with NI 43-101. During this course, participants will gain a deeper understanding of (i) basic disclosure requirements under NI 43-101, (ii) who reviews the reports and more importantly what and why they are reviewing, (iii) the evolving data requirements as reports advance from an exploration property through initial mineral resource estimate to a feasibility study, (iv) practical examples to help QPs and company's understand the concepts and requirements (v) common errors and mistakes that create the chasm between company expectations and regulatory requirements.
There will also be an update on what is known about the regulators’ efforts to modernize NI 43-101.
The target audience for this course are (i) exploration and mining companies responsible for technical disclosure, (ii) the engineers and geoscientists who create and contribute technical content, and (iii) Qualified Persons who prepare, supervise and sign off on the technical disclosure.

Short Course Objectives: 
1) Learn how to love disclosing technical information by understanding the difference between good and bad disclosure
2) Grasp who is responsible for technical disclosure and how that impacts companies and QP’s 
2) Find out who will review technical disclosures, what they are looking for and triggers for reviews 
3) Recognize and overcome challenges at the beginning, during and finalizing technical reports 
4) Gain insight into the contributing factors and quality of disclosure at different levels of technical reports as they advance from a mineral exploration property through to feasibility study 
5) Understand the key areas where errors in disclosure can happen – and how to avoid them 
6) Provide an update on the ongoing efforts to modernize NI 43-101

Target Audience: 
Exploration geoscientists, process engineers, environmental scientists, mine engineers, Qualified Persons, project engineers, junior engineers or geoscientists 

About the instructor: 
Sally Gillies is a Professional Geologist with over 30 years international experience in the mining industry. Sally works at Ausenco, advising technical report stakeholders on all aspects of compliance with NI 43-101, S-K 1300 and JORC. She provides NI 43-101, S-K 1300 and JORC regulatory advice PEA, PFS and FS technical disclosure for Ausenco clients. Sally has extensive experience in the exploration and development of precious and base metal deposits in a variety of terrains, including orogenic and epithermal precious metals, polymetallic porphyries and Precambrian nickel and uranium deposits. Sally also spent 12 years at the TSX Venture Exchange, helping multiple Canadian companies understand their policy and regulatory disclosure requirements. As a result of her time there, she has reviewed over 1,500 technical reports for compliance with NI 43-101 and listed over 160 companies on the TSX Venture Exchange. She also previously co-presented on NI 43-101 short courses in collaboration with the BCSC, and CIRO. She is a Professional Geologist registered in BC and holds a master’s degree in economic geology. She is currently a sitting member on the CSA Mining Technical Advisory and Monitoring Committee and the CIM Mineral Resource and Mineral Reserve Committee. Her core skills include reviewing PEA, PFS and FS technical reports and news releases for compliance with NI 43-101, S-K 1300 and JORC, creating and providing courses on project management and technical disclosure and compliance, and advising on professional body by-laws and impact on technical disclosure.

Hilary Evans, P. Geo. Hilary holds a B.Sc. (Honours) in Earth and Ocean Sciences from the University of Victoria and an M.Sc. in Sustainable Management and Social Impact from ESSCA in Paris, France. She has 14 years of professional experience, including 9 years in the environmental sector, specializing in environmental management and sustainability for large-scale mining and infrastructure development projects. Her expertise includes environmental due diligence and safeguards, sustainability integration, mitigation strategies, and ensuring regulatory compliance for complex projects. Hilary has supported mining projects at various stages of development, including prefeasibility and feasibility studies, and has contributed to technical reporting aligned with NI 43-101 requirements, including sustainability inputs, permitting strategy, and integration of environmental considerations into engineering and project development. She has a proven ability to deliver projects on time, within budget, and in full compliance with environmental permits, standards, and commitments.

Currently serving as Environment and Sustainability Lead, Hilary supports clients in project planning and compliance with international environmental and sustainability standards. She has worked on mining, pipeline, and infrastructure projects across North America and internationally, contributing to environmental assessment, permitting, sustainability integration, and technical study support. Previously, she served as the Environmental Superintendent for a pipeline replacement project in Madagascar, leading a team of environmental specialists and ensuring adherence to local and international environmental requirements. She also has extensive experience as a Project Manager for multiple mining and infrastructure projects in Canada, overseeing proposal writing, budget management, technical coordination, and project execution.

Hilary’s strong communication skills and ability to foster stakeholder buy-in have contributed to the successful management of multi-stakeholder projects. She is designated as a Professional Geoscientist (P.Geo.) with Engineers and Geoscientists BC and is a Certified Professional in Erosion and Sediment Control (CPESC). Hilary has a working-level proficiency in French and an elementary proficiency in Spanish.