Annual Report 2015/16 - CESO | SACO...6 • CESO | SACO ANNUAL REPORT 2015/16 $ 63% 315 assignments completed 4,008 people trained & mentored 48% were women of clients reported a change

CESO | SACO ANNUAL REPORT 2015/16 • 1

Annual Report 2015/16

2 • CESO | SACO ANNUAL REPORT 2015/16

TABLE OF CONTENTSLeadership Message...............................3

Key Learnings & Best Practices..............4Partnership Model............................. ..... 5By the Numbers ...................................................... 6Canada ........................................................................ 7Latin America ........................................................... 8Caribbean .................................................................. 9Africa ..........................................................................10Asia .......................................................11Financials......................................... 12-14Donors & Board Members.................... 15

Agribusiness

Apiculture

Business & Strategic Planning

Community Development

Financial Management

Gender Equality

Governance & Leadership

Health Planning & Management

Higher Education

Hospitality & Tourism

HR Process & Skills

Municipal Strengthening

Natural Resource Management

Production & Manufacturing

Project Management

SME Development

FOCUS OF WORK 2015/16* BY REGIONS & SECTOR

WHO WE ARE

CESO is a leading economic development organization dedicated to sustainably reducing poverty and fostering economic growth in Canada and globally. Our volunteers drive both economic and social change by strengthening the private sector and creating an environment where communities can thrive.

* the above map and symbols represent the predominant focus of activities by region and sector, and does not refl ect the full list of CESO activities.


Wendy Harris, CPA, CACEO & President

Martine NormandBoard Chair

Th e word “partnership” is used to signify many diff erent things across industries and sectors. For CESO, partnership is one of our guiding principles and one of the core values for our organization. It’s about the fi rm belief that the best solutions come out of the convergence of multiple perspectives through true and balanced collaboration.

Whether we’re referring to partnerships with our clients in the fi eld, the Canadian government, our funders, our Canadian volunteers, or other NGOs and organizations with whom we collaborate, our partners are instrumental to our vision of building stronger economies and better lives. Because of the important role of partnerships across all areas of our work, the results and stories shared in this year’s annual report connect to this concept in various ways.

Programmatically, partnership begins with ensuring our work is locally-driven. Th is is a critical aspect to the delivery of our work and it means our clients become the co-creators and owners of the impacts, and not simply recipients of a Canadian intervention. In fact, most of our work is delivered through our Partnership Model – a multi-level framework that allows us to extend our reach and scope in both cumulative and compounding ways across various stakeholders, from individuals to multi-country regional institutions, over multiple years. You’ll read more about our Partnership Model on page 5.

Nowhere is the concept of partnership and the need for collaboration so eloquently embodied than in our work with Indigenous communities, where we’ve learned over our nearly 50 years the critical importance of developing strong relationships built on trust and true cooperation. Th is includes a commitment to fully understanding the context of a given issue or challenge, a collective approach to identifying the potential solutions, and fi nally, to ensuring our clients and partners actively participate in and take ownership over those solutions.

As the links between economic and social development become ever clearer, so too do the connections between the national and international development environments. We emphatically support the Canadian government’s interest in leveraging reciprocal learnings between Canada’s international programs with those here in Canada. Because of CESO’s extensive history and experience working in both national and international settings, we look forward to exploring how our unique perspective will play a role in the changing landscape of economic development.

Whether nationally or internationally, our model of partnering Canadian business and government leaders and highly-experienced professionals with communities and organizations where they mentor clients continues to prove an eff ective means to create lasting economic and social change. By unlocking the intellectual capital and extensive expertise of our Volunteer Advisors through the transfer of knowledge and experience with clients and partners, we help catalyze innovative and truly collaborative solutions to local challenges. We continue to be humbled and honoured by their partnership and deep commitment to our mission.

We gratefully acknowledge our longstanding funding partnership with the Canadian government, including Global Aff airs Canada and Indigenous and Northern Aff airs Canada. We also extend our gratitude for our funding partnerships with Canadian donors, such as the RBC Foundation, Cameco Canada and the many individuals who continue to commit to our work through their generous donations.

In the pages that follow, we hope you will fi nd the inspiration to see a role for yourself in helping us achieve our vision of stronger economies and better lives.

LEADERSHIP MESSAGE


KEY LEARNINGS & BEST PRACTICES

FOSTER COLLABORATIVE PARTNERSHIPS

ENGAGED VOLUNTEERS

Better equipped to supportclient & partner objectives

Additional avenues forVAs to provide feedback

Provide accurate datafor improved project activities

ENH

ANC

ED S

YSTE

MS,

TOO

LS &

PR

OC

EDU

RES

Builds StrongRelationships

Understands LocalContext & Situations

Bridges Local Needs &Sustainable Solutions

StrengthenedCommunicationsInfrastructure

Improved TrainingProcedures

Revamped Manuals& Documents

EMPO

WER

ED TEAM

.........................

.........................

.........................

.........................

..................................................

..................................................

With nearly 50 years of experience, we know the value of cultivating a culture of continuous learning and improvement throughout the organization to better set the stage for new opportunities and to improve client service excellence.

In the spirit of our commitment to continuous learning, we hosted the One CESO conference in Toronto last September, bringing together Lead Volunteer Advisors, board members, in-house volunteers and CESO staff from Canada and around the world. This was an opportunity to share perspectives and knowledge, and to identify best practices that foster collaborative partnerships and ensure exceptional program delivery. Below are some of the learnings and best practices that emerged:

Following the One CESO conference, CESO Country Representatives from our regional areas of focus shared the impacts of Canada’s investments in international economic development at the Global Aff airs Canada offi ces.


THE PARTNERSHIP MODEL: THE VALUE OF LOCAL COLLABORATION

Approximately 80 per cent of our work is organized through our Partnership Model, a multi-level framework that allows us to broaden and deepen our scope by addressing both individual and institutional issues. The model is both scalable and fl exible, meaning we can adapt to the needs of our partners and their local environment, ensuring we are addressing the right combination of individual and broader systemic challenges.

Read more about our Partnership Model at: www.ceso-saco.com/about-us

Watch a video that showcases the value of local collaboration: https://youtu.be/v7mi0He0an8

We have been fortunate to work with CESO through their volunteer experts. CESO’s approach to partnership is unique and truly embodies the importance of harnessing local knowledge to identify sustainable solutions. The support of CESO VAs has been a big help in our continued growth as a leading co-operative federation.”

-Agnes Namuhisa, Director of Cooperative Development, TFC

“


63%$ ..............

.....

... .

. . ...................$

...............................

.....

... .

. . .

315assignments completed

4,008

48%people trained & mentored

were women

of clients reported achange in business practices

319unique clients and partners assisted

days donated by CESO VA to complete assignments

723 number of active VAs on roster

4,763of every donation dollar goes directly to CESO programs

85%

BY THE NUMBERSAll sta s cs used throughout the report are resultsfrom FY2015 /16 unless otherwise noted

I volunteer with CESO because I learn as much as I give. It allows me to share my knowledge and expertise with those who can use it.”

-Claude Paquette

VIDEO: Hear what motivates CESO Volunteer Advisors to volunteer:www.ceso-saco.com/volunteer

“


Read the full stories at:www.ceso-saco.com/canada

CANADACESO supports Indigenous communities across Canada to reach their economic objectives and to support the creation of sustainable socioeconomic change. Below are some of their stories:

STRENGTHENING NETWORKS OF INDIGENOUS WOMEN ENTREPRENEURS

The Native Women’s Association of Canada (NWAC) partnered with CESO to facilitate collaborative workshop sessions among Indigenous women entrepreneurs to deepen their understanding of business planning, marketing, finance and social media.

Watch a video about the impacts of the initiative:https://youtu.be/-_9x_Nm6EDI

SUPPORTING COMMUNITY DEVELOPMENT IN CANADA’S NORTHAfter working on a business development plan with a CESO Volunteer Advisor last year, Inuit Ilagiit successfully opened a youth centre and community kitchen in Pangnirtung, Nunavut. The community organization then extended its partnership with CESO to collaboratively identify sustainable funding mechanisms to further support community health and wellness.

54 633 5,259189(61%)43VA daysAssignments

completedPeople trained/mentored Benefi ciariesPartners/clients

Our CESO Volunteer Advisor had years of experience in museum work. She understood what it was we wanted to do. We needed that help and we needed someone focused on it.”

- Mike Diabo, Church Warden of Kahnawà:ke’s St. Francis Xavier Mission

“

of clients were satisfied orextremely satisfied with CESO services

reported notable changes in their communities96% 87%


LATIN AMERICA CESO supports local partners in developing key socioeconomic sectors, including agriculture, tourism and municipal strengthening. Below are some of their stories:

64 746 2,202639(42%)49

Read the full stories at:www.ceso-saco.com/latin-america

SUPPORTING THE CONTROL AND ERADICATION OF THE PINE BEETLE

In order to combat the pine beetle infestation and destruction of forests across Honduras, the Asociación de Municipios de Honduras (AMHON) partnered with CESO to explore

methods of prevention and control, as well as ways to monitor the impacts. Following the assignment, AMHON established direct communication with local

municipalities to learn about local challenges relating to the infestation, and to begin developing a comprehensive strategy to tackle the problem

and control the destruction of the forests.

STRENGTHENING SMALL-SCALE AGRICULTURE IN THE REGIONFour rural development organizations across Latin America sought to promote and conserve local natural resources, increase food security and sovereignty, and enhance the quality of life of rural communities. With support from CESO Volunteer Advisors, they began to identify practical and innovative ways to support the small-scale agricultural sector, through training in research, technical expertise and marketing.

The Asociación Turismo Rural Perú (ATRP) partnered with CESO to strengthen the capacity of the association, to promote the development of sustainable rural tourism and to improve the productivity of its individual SME members.

Find out more about the

importance of ecotourism to

Indigenous populations in Peru:

https://youtu.be/w2a-LavbVUE

DEVELOPING SUSTAINABLE RURAL TOURISM

VA daysAssignments completed

People trained/mentored Benefi ciaries Partners/clients


43 1,324 1,129330(61%)31

CARIBBEANCESO supports local partners in the region in community governance, gender equality, tourism and small and medium-sized enterprise (SME) development. Below are some of their stories:

BUILDING TECHNICAL CAPACITY OF ENTREPRENEURSBred Treasure Beach Foundation (Breds) partnered with CESO to provide technical business training workshops for business operators and workers from across the community. Breds empowers business owners and community members to fully participate in the growing economy of the formal tourism sectors, regardless of literacy capabilities in the community.

He has fundamentally transformed our knowledge, efficiency and kitchen economy for the best, while inspiring our senior and junior chefs to be passionate and creative in their culinary practices.”

-Kevin Daby, Deputy CEO for Grand Coastal Hotel

“

Read the full stories at:www.ceso-saco.com/caribbean

PROMOTING WOMEN’S PARTICIPATION IN THE REGIONIn support of an organizational commitment to gender equality, the Caribbean Community (CARICOM) Secretariat partnered with CESO. Working with a CESO Volunteer Advisor, the Secretariat completed two critical gender strategy documents: Gender Equality Policy and Gender Equality Strategy. These documents guide CARICOM’s 15 member states to champion gender equality and facilitate women’s participation in the social and economic development of the region.


People trained/mentored Benefi ciariesPartners/clients


DEVELOPING OPPORTUNITIES FOR GROWTH

AND DIVERSIFICATIONThe Tanzania Federation of Cooperatives (TFC)

worked with CESO Volunteer Advisors to successfully expand its operation to become a certifi ed co-

op insurance provider. This initiative generated a new source of revenue, eff ectively supporting the

federation’s growth. It also allows TFC members to access low-cost insurance plans to ensure

sustainable business operations by mitigating consequences of emergencies or natural disasters.

Through a partnership with the Association Professionnelle des Systèmes Financiers Décentralisés (APSFD), CESO Volunteer Advisors supported the improvement of youth entrepreneurship training programs off ered by Tin Tua - a microfi nance institution in rural Burkina Faso. As a result, the institution successfully acquired signifi cant funding to train 300 Burkinabe youth to start their own business ventures as entrepreneurs.

SUPPORTING YOUTH ENTREPRENEURS

THROUGH MICROFINANCE

AFRICACESO supports local partners to build capacity across Africa, particularly in small and medium-sized enterprise (SME) development, microfi nance and agro-industries. Below are some of their stories:

STRENGTHENING AGRO-INDUSTRY IN BENIN THROUGH MICROBIOLOGYCentre Songhai worked with CESO to train staff and establish a microbiology lab to test and produce its own food processing bacterias. In doing so, the Centre can maximize food production and build their revenue, ultimately contributing to the Centre’s mission of leading Africa’s growing agro-industry through environmentally sound processes.

Read the full stories at:www.ceso-saco.com/africa

81 1,225 3,666601(39%)62VA daysAssignments

completedPeople trained/mentored Benefi ciariesPartners/clients


EMPOWERING BUSINESS MENTORSThe Department of Trade and Industry (DTI) in the Philippines developed the project “Building

Entrepreneurs through Advisory and Mentoring Services” (BEAMS) to provide mentorship services to Filipino entrepreneurs. Through our partnership, CESO Volunteer Advisors will continue

their work with DTI to implement the project, train volunteer mentors and facilitate workshops for local entrepreneurs. It will also provide Filipino small and medium-sized business owners with systems and tools

to participate more eff ectively in economic activities across the Philippines.

SUPPORTING GENDER EQUALITY IN RURAL VIETNAMThe Quang Ngai Women’s Union partnered with CESO to create an action plan that supports its mission to spread gender equality policies throughout the region. The goal of the partnership is to build the institution’s capacities in programming, fund development and member recruitment, ultimately strengthening the ability of the organization to connect with vulnerable groups in the region who have limited access to social and economic opportunities.

ASIA CESO supports local partners in Asia to strengthen small and medium-sized enterprise (SME) development, gender equality and strong governance. Below are some of their stories:

STRATEGIC PARTNERSHIPS FOR SUSTAINABLE DEVELOPMENTOur newest project – MERIT (Mongolia: Enhancing Resource Management through Institutional Transformation) – is a six-year program in partnership with the World University Service of Canada (WUSC). The goal of MERIT is to strengthen responsible public sector management of the extractive sector in Mongolia in order to maximize its contribution to sustainable economic and social development.

73 835 7,2212,249(49%)134

Find out more about our mentorship project with DTI: https://youtu.be/i5aGv-IR7q0

Read the full stories at: www.ceso-saco.com/asia


People trained/mentored Benefi ciariesPartners/clients


FINANCIALS

DISCUSSION ON FINANCIAL RESULTSIt was a good year for CESO with signifi cant increases in both revenues and corresponding expenses, which refl ect the positive return on investments made in the long-term growth of the organization. Th e statement of operations for the year ended March 31, 2016 shows a small defi ciency of revenue over expenses of $126,826.

Programming revenue increased by $964,750 or 26%. Th is increase was primarily due to the start of an expanded fi ve-year international Volunteer Cooperation Program funded by Global Aff airs Canada (GAC); the start of a new bi-lateral GAC-funded international program in January 2016, that is being delivered in consortium with World University Service Canada (WUSC); and the continuing strong support of our National program by Aboriginal communities and organizations, the RBC Foundation, private donors and Indigenous and Northern Aff airs Canada (INAC). Private sector, clients and other revenue decreased by $293,010 or 40% mainly due to an unanticipated pause on our program activities to support small and medium-sized enterprise development in Kazakhstan. Th is program is expected to resume during the 2016/17 fi scal year.

Under Expenses, salary and fees increased by $251,217 or 13% as human resources were ramped up to ensure service excellence with the growth of our programs. Assignment costs also increased by $554,312 or 22% relating to expansion of our program scope, program countries and strengthening of local resources for program implementation.

Included in both revenues and expenses are the “Value of volunteer services at assignment sites and subsistence paid by clients” lines which represent over 4,763 days of donated services by CESO Volunteer Advisors (VAs). During fi scal 2016, the fair value of services donated by CESO VAs was increased from $500 to $750 per day, approved by GAC. Th is represents an acknowledgement by GAC of the amazing calibre, experience and contributions of CESO VAs.

Michelle Ng, Director of Finance

Report of The Independent Auditor on the Summary Financial Statements To the Members of Canadian Executive Service Organization

Th e accompanying summary fi nancial statements, which comprise the summary statement of fi nancial position as at March 31, 2016, the summary statement of operations, the summary statement of changes in net assets for the year then ended, and the related notes, are derived from the audited fi nancial statements of Canadian Executive Service Organization (the “Organization”) for the year ended March 31, 2016. We expressed an unmodifi ed audit opinion on those fi nancial statements in our report dated June 23, 2016.

Th e summary fi nancial statements do not contain all the disclosures required by Canadian accounting standards for not-for- profi t-organizations. Reading the summary fi nancial statements, therefore, is not a substitute for reading the audited fi nancial statements of the Organization.

Management’s Responsibility for the Summary Financial Statements Management is responsible for the preparation of a summary of the audited fi nancial statements on the basis described in the notes to the summary fi nancial statements.

Auditor’s ResponsibilityOur responsibility is to express an opinion on the summary fi nancial statements based on our procedures, which were conducted in accordance with Canadian Auditing Standards (“CAS”) 810, “Engagements to Report on Summary Financial Statements.”

OpinionIn our opinion, the summary fi nancial statements derived from the audited fi nancial statements of Canadian Executive Service Organization for the year ended March 31, 2016 are a fair summary of those fi nancial statements, on the basis described in the notes to the summary fi nancial statements.

Chartered Professional Accountants

Licensed Public Accountants

June 23, 2016


Summary statement of fi nancial position at March 31, 2016

2016 2015

$ $

AssetsCurrent Assets

Cash and cash equivalents 1,354,913 290,087

Operating advances to representatives 143,266 7,924

Accounts receivable 283,993 158,486

Prepaid expenses 89,131 61,872

1,871,303 518,369

Long-term investments 1,261,248 1,262,978

Capital assets 132,132 96,354

Total assets 3,264,683 1,877,701

LiabilitiesLiabilitiesCurrent liabilities

Accounts payable and accrued liabilities

Amounts due to partner

337,217

375,140

241,657

-

Deferred revenue 1,606,641 559,404

Loan payable to landlord - 4,129

Total liabilities 2,318,998 805,190

Net assetsUnrestricted funds 945,685 1,072,511

Total net assets 945, 685 1,072,511

Total liabilities and net assets 3,264,683 1,877,701

Approved by the Board

Director Director


Summary statement of operations year ended March 31, 2016

2016 2015

$ % $ %

RevenueProgramming revenue 4,716,780 51 3,752,030 47

Private sector, clients and other 435,196 5 728,206 10

Donations 192,428 2 193,793 2

Value of volunteer services at assignment sites and subsistence paid by clients 3,830,358 42 3,295,762 41

9,174,762 100 7,969,791 100

ExpensesSalary and fees 2,141,880 23 1,890,663 24

Assignments costs 3,079,562 33 2,525,250 32

Corporate expenses 249,788 3 246,983 3

Value of volunteer services at assignment sites and subsistence paid by clients 3,830,358 41 3,295,762 41

9,301,588 100 7,958,658 100

Defi ciency (excess) of revenue over expenses (126,826) 11,133

Summary statement of changes in net assets year ended March 31, 2016

2016 2015

$ $

Net assets, beginning of year

Defi ciency (excess) of revenue over expenses

1,072,511

(126,826)

1,061,378

11,133

Net assets, end of year 945,685 1,072,511

Notes to the Summary Financial StatementsMarch 31, 2016

Summary fi nancial statements

Th e Organization has prepared these summary fi nancial statements to be included as part of its annual report.

Th ese summary fi nancial statements present the same information as the audited fi nancial statements, except for the statement of cash fl ows and the notes to the audited fi nancial statements. Complete audited fi nancial statements are available upon request.


Martine Normand, Chair

Peter Chiddy, Past Chair

Wendy Evans

Yves Gauthier

Harry Hobbs

Paul Lavelle

Robert Noble

Glenn Nolan

Anne Noonan

Danièle Ayotte

Scott Wetmore

Lee Anne Cameron

Anthony Pagano

Darren Schemmer

$5,000+

3249531 Canada Inc.FEDNAV LTDHayes, MeredithHewitt Equipment LimitedThe CSL Group Inc.

$1,000-$4,999

Border Paving LtdGauthier, YvesLaroche, Lionel FNoble, RobertNolan, GlennNormand, MartineNorton, Gary

$250-$999

Ayotte, DanielleCarter, MichaelCirque du SoleilCopf, NadineDesrosiers, JulesEvans, JimGabriel-Whyte, PiriyeGarrett, MichaelHarris, WendyHiseler, StanleyHobbs, HarryIhaza, Mushidi ApollinaireLampkin, VibertLee, GaleMarshman, BryanNg, MichelleO’Connor, GerardRheault, RenéRoss, DavidScott, GwenUnited Way of Burlington & Greater HamiltonVan Esch, JohnVandervelde, Harry

Up to $250

Amey, AlanAnderson, AllanArthur, MarkAtkin, SteveAzar, AndréBaer, DonaldBaker-Anderson, MarilynBarrington, ColinBeauchemin, ValerieBeer, CharlesBenjamin, JohnBentley, JamesBosschaart, HarryBouchard, BenoitBoucher, MarcCardin, CarmenCarter, AngelaChapman, DavidChomienne, Marie-HeleneClair, MichaelCole, MartinConnolly, JohnCrovisier, MichelCumming, RobertDaigle, KarenDalton, JamesDawson, WilliamDe Fonseka, ChrisDeegan, LucilleDemers, LucieDesai, JitendraDouville, SuzanneDuquette, LaurentEvans, WendyEvaskevich, PaulFacchin, SilvanoFaubert, ClaudeFiala Timlin, MarieForristal, DenisFuller, ChrystalGasner, Stan

Gelgoot, PierreGill, LouisGreenbaum, JohnHamel, Jean-GuyHazelwood, JackHeading, RalphHickes, JohnHildebrand, DavidHinds, CoraHornell, MarkIllsley, GarthJacome, JoséJohnson, DouglasJones, PeterKabaluk, ToddKharbanda, PremKingsmill, JohnKlassen, EdwardKoch, EdmondLaprise, JacquesLazar, BiancaLeduc, PhilippeLegros, PierreLeMire, NicoleLevrero, MichelLi, ArunaMailloux, GuillaumeManning, PatriciaMartens, VictorMartin, JudithMartin, Judith LouiseMathieu, SuzanneMaximov, ValeriaMcBride, ScottMcCook, JohnMcInnes, JamesMcPherson, BruceMcVeigh, DouglasMontcalm, RéalMorel, GillesMorgan, FrederickMurray, Kenneth

Nicinski, DoraNolette, RealNoormohamed, FayazO’Hara, KathrynPalmer, LynnPanneton, YvesPaquette, CarmenPardoe, MauricePetrash, CharllenePhillips, ElbertPhiniotis, EliasPinet, MarcPollock, WilliamReed, SusanReid, TimothyRenaud, DanielRobertson, TimothyRobinson, IanRocoski, GeorgeRoth, KathleenRovet, JenniferScoffi eld, DebraScott, MoniqueSimeoni, GinoStebelsky, MariaStitt, NicholasTan, RaymondTeich, IraThivierge, RobertThomas, PhillipTobin, RichardVega, AlexWatson, SheriWebber, RosemaryWheelock, John RogerZhong, Lily

DONORS

BOARD OF DIRECTORSTHANK YOU!Your donation made a diff erence. Your generosity made it possible for our Volunteer Advisors to impact the lives of over one million people in Canada and around the world. A special thank you to the RBC foundation, Bryan Blenkin and Alan Rowe, and Cameco Canada for their continued generous support of our National program.


Charitable # 1183 0850 RR 0001

FSC - need dimensions

CESO gratefully acknowledges fi nancial support from Global Aff airs Canada

and Indigenous and Northern Aff airs Canada.

TORONTO

700 Bay Street,

8th fl oor, Box 800

Toronto, ON M5G 1Z6

MONTREAL

1001 Sherbrooke St. East,

5th fl oor, Suite 500

Montreal, QC H2L 1L3

1-800-268-9052

[email protected]

cesosaco @cesosaco CESO (Canadian Executive Service Organization)

VOLUNTEER. PARTNER. DONATE.

PartnerYour organization has the power to directly impact the lives of others as a CESO partner. Find out what partnering with CESO is all about:www.ceso-saco.com/our-work

VolunteerYour skills and experience will make a diff erence. Become a Volunteer Advisor: www.ceso-saco.com/volunteer

DonateWhether you choose to make a monthly donation or a one-time contribution, your gift will help build better futures for CESO clients and partners. To donate to CESO: ww.ceso-saco.com/donate