NEW for 2015! CPA CANADA’S Not-for-Profit fiNaNcial · PDF file · 2015-01-06Radisson Admiral Hotel Toronto-Harbourfront TORONTO, ON ... so that you can benefit from the challenges

NEW for 2015!

Ryan Berlin,Economist, Demographer and Director at Urban Futures Inc.

KEYNOTE SPEAKER: Get the training and

practical insights you

need to address the tough

challenges facing today’s

not-for-profit financial

executives.

VISIT: cpacanada.ca/NFPForum

CPA CANADA’S

Not-for-Profit fiNaNcial ExEcutivE forumMarch 9-10, 2015

Radisson Admiral Hotel Toronto-HarbourfrontTORONTO, ON

Program information is correct at time of printing. For the most current information, visit: cpacanada.ca/NFPForum

http://www.castore.ca/product/2015-cpa-canadas-not-for-profit-financial-executive-forum/1905?urlcode=nfpforum

FOR MORE INFORMATION AND TO REGISTER, VISIT: cpacanada.ca/NFPForum

Not-for-Profit fiNaNcial ExEcutivE forumMarch 9-10, 2015 • radisson adMiral hotel toronto-harbourfront TORONTO, ON

2

WHO SHOULD ATTEND?

• chieffinancialofficersandotherseniorfinancialexecutivesworking in not-for-profit organizations

• boardmembersofnot-for-profitorganizations

BENEFITS OF ATTENDING:

• atremendousnetworkingopportunitytoshareexperienceswith colleagues, peers and leading industry experts from across Canada

• content-richagenda,customizabletoyourlearningneeds

• upto14hoursCPDCreditsfortheForumPLUScontinuetolearn afterwards with our free streaming media content!

• exceptional value:

P two days – two tracks – 20 sessions

P one place – one price: $995* *plus applicable taxes

SuccESSful lEadErS PoSSESS a combiNatioN of tEchNical ExPErtiSE aNd wEll-hoNEd PErSoNal aNd lEadErShiP SkillS.CONFERENCE ADvISORY COmmITTEE

Marilyn J. De Mara, KPmG LLP

R. Paul Goodyear, The Salvation Army Territorial Headquarters for Canada & Bermuda

Michael Herrera, United Way Toronto

Patrick Manley, SickKids Foundation

Sara N. Oates, World Wildlife Fund Canada

Dale Varney, Grant Thornton LLP



3FOR MORE INFORMATION AND TO REGISTER, VISIT: cpacanada.ca/NFPForum

AGENDA DAY ONE — MONDAY, MARcH 9, 2015

7:30 – 8:30 REGISTRATION AND cONTINENTAL BREAKFAST

8:30 – 9:30 WELcOME – OPENING KEYNOTE ADDRESS – Ryan Berlin, Economist, Demographer and Director at Urban Futures Inc.

9:30 – 10:15 Accounting Standards for Not-for-Profit Organizations Update: The Landscape Is changing – Be Part of the Evolution!

10:15 – 10:30 cOFFEE BREAK

10:30 – 11:15 Role of cFO As Strategist – It’s No Longer Just about the Numbers

11:15 – 12:15 Planning and Budgeting – Getting Everyone on the Bus and Getting the Bus Going in the Right Direction

Explaining Financial Information – Simply

12:15 – 1:15 NETWORKING LUNcH

1:15 – 2:10 Speed Learning and Exchange – Topics Selected by You

2:10 – 2:15 SESSION cHANGE BREAK

2:15 – 3:15 Business continuity – How to Keep Going despite Flood or Power Outages or Storms or…

Performance Measurement – How Does Your Organization Keep Score?


3:30 – 4:30 Fraudsters Know What They Are Doing – Do You? What to Do When You Are chosen for a cRA Audit – Lessons from Experienced Survivors

4:30 – 5:30 NETWORKING REcEPTION

AGENDA DAY TWO — TUESDAY, MARcH 10, 2015

7:30 – 8:30 cONTINENTAL BREAKFAST

8:30 – 9:30 A Retrospective on the World of Not-for-Profit Accounting – How Did We Get Here and Where could We Go?

9:30 – 10:30 What Everyone’s Talking about in IT Introduction to Investment Management: Key Issues to consider


11:00 – 11:45 Managing the Board/Audit committee – Getting the Most out of This Strategic Asset

What’s New in the charities Directorate World?


1:00 – 2:00 Linking Risk Management and Performance in the Not-for-Profit World

Mindful Leadership: Enhancing Focus, clarity and Results


2:05 – 3:00 It’s Not Always about the Money: Tips for Becoming an Employer of choice

Embracing Social Media – How to Thrive Online


3:15 – 4:15 Invest in Trust through Accreditation

Note: Program information is correct at time of printing. For the most current information, visit: cpacanada.ca/NFPForum




4

daY oNE – moNdaY, march 9, 2015 7:30 – 8:30 REGISTRATION AND cONTINENTAL BREAKFAST

8:30 – 9:30 WELcOMING REMARKS AND OPENING KEYNOTE ADDRESS

Our changing demography has profound implications for virtually all dimensions of our society, from the housing and labour markets to health care, government, and consumer spending. No organization will be left untouched – including those in the not-for-profit sector, who are operating in an increasingly competitive business environment. Ryan’s presentation will explore how Canada’s population is changing through aging and immigration, and how these dynamics are altering conditions on both the demand and supply side of the market. Building on this, Ryan will share a framework that organizations should consider in their efforts to respond to both their changing external environment (their customers) and their changing internal environment (their workers).

Keynote Speaker: Ryan Berlin, Economist, Demographer and Director at Urban Futures Inc.

9:30 – 10:15 Accounting Standards for Not-for-Profit Organizations Update: The Landscape Is changing – Be Part of the Evolution!

Attend this informative session to understand the views of stakeholders relating to the Statement of Principles issued by the Accounting Standards Board (AcSB) and the Public Sector Accounting Board and to learn about the numerous activities underway as the Boards consider the feedback from stakeholders. You will also hear about recent changes to Part II of the CPA Canada Handbook – Accounting that are relevant to not-for-profit organizations and receive an update on the AcSB’s recent Strategic Initiative project. Now is the time to find out about the exciting changes that are happening.

Speaker: Linda F. mezon, Chair, Canadian Accounting Standards Board

10:15 – 10: 30 cOFFEE BREAK

10:30 – 11: 15 Role of cFO As Strategist – It’s No Longer Just about the Numbers

With the rapid pace of change in the charities and not-for-profit landscape – the role of the CFO has continued to evolve to meet the needs of this dynamic environment. While the traditional roles of steward and financial manager continue to exist, the CFO’s responsibilities with respect to strategy have continued to develop. Yes, the CFO is responsible for the financial implications of the strategy, but now they are being asked to play a leading role in setting the strategy. In this session, we will discuss this changing role and how the CFO can excel in this environment.

11:15 – 12: 15 cONcURRENT SESSIONS – cHOOSE ONE OF TWO:

Planning and Budgeting – Getting Everyone on the Bus and Getting the Bus Going in the Right Direction

Planning and budgeting is a core responsibility of the CFO. But this process cannot be done in isolation. It requires the input and buy-in of everyone in the organization. Planning and budgeting is critical in ensuring the mission and vision of the organization will be met. The CFO is the link between the two - at all stages of the process including the interpretation of the results. This session will discuss how the CFO can be more effective in achieving these objectives.

moderator: Dale varney, Grant Thornton LLP

Panelists: Carolyn Bodnar-Evans, Canadian Partnership Against Cancer; Kim Cooper, Canadian Federation of Independent Business

OR Explaining Financial Information – Simply

It can often be difficult to explain financial information to those with limited or no financial sophistication. It is essential that finance executives are able to provide financial insight and make compelling arguments by balancing accuracy, depth and understandability when discussing matters that those outside your profession find complex and confusing. This panel discussion will address some of the more common and more significant challenges in providing understandable financial insight and explore ways to effectively address those challenges. With representation from fundraising and service delivery as well as finance, this panel will inform the discussion from multiple points of view.

moderator: Patrick manley, SickKids Foundation

Panelists: Lois Fine, YWCA Toronto; Kevin Goldthorp, mount Sinai Hospital Foundation; Jean-Gilles Pelletier, Ontario Trillium Foundation

SESSioN dEScriPtioNS





1:15 – 2:10 Speed Learning and Exchange – Topics Selected by You

This interactive facilitated session will start with an overview of the results of a survey completed by the conference participants of current key issues facing the not-for-profit sector. You’ll then move to designated topic tables moderated by a roster of facilitators to exchange your thoughts and experiences with your peers.

This session provides a valuable opportunity to gain insights by interacting with your peers from across Canada and forming relationships for the duration of the conference and beyond.

Lead Facilitator: michael Herrera, United Way Toronto


2:15 – 3:15 cONcURRENT SESSIONS – cHOOSE ONE OF TWO:

Business continuity – How to Keep Going despite Flood or Power Outages or Storms or…

Have you ever had to put your business continuity plan into action? Learn first-hand from the experiences of the Calgary Stampede about how, in spite of unforeseen challenges, they were able to continue to operate and how they put their plan into action. You will also learn from some of their issues so that you can benefit from the challenges they faced.

In this session you will: gain insights into the importance of having a strong, effective business continuity plan and get an understanding of what the critical components to have in your plan are – regardless of the size or mandate of your organization.

Speakers: Scott Crowley, mNP LLP and Paul Harrison, Calgary Stampede

OR Performance Measurement – How Does Your Organization Keep Score?

Performance measurement is critical to the ongoing success of your organization. It is important to all your stakeholders. It justifies your existence as an organization and why your stakeholders should continue to support the organization. However, the reporting challenges are deep: Which measures are the right ones? How do we link strategy and performance? How do we understand success? How do we communicate performance externally?

In addition, some objectives are not directly measurable. How do you deal with these? This session will deal with these issues, including describing the best practice method of deriving a set of performance measures and the best practice method of reporting on performance.

Speaker: Deryck Williams, Grant Thornton LLP



Fraudsters Know What They Are Doing – Do You?

No organization is completely safe from fraudulent activity. Understanding the activity may help you build the necessary controls to prevent it. Reducing the opportunities and enhancing your detection skills may deter both internal and external attempts at fraud. Are you a target? Have you done all that you can to protect and safeguard your assets?

Speaker: Derek Rostant, KPmG Forensic

OR What to Do When You Are chosen for a cRA Audit – Lessons from Experienced Survivors

We all live with the possibility that our organization may be chosen for a CRA audit. The fear of the unknown may cause concern, even for the most accurate of record keepers. What do you do when you are advised you have been selected for a CRA audit? Experienced professionals share their tips for how to navigate this process as successfully as possible.

moderator: Sara N. Oates, World Wildlife Fund Canada

Panelists: Walter Kurz, Canadian Diabetes Association; Craig Lillico, CNIB; Bill Thomas, Heart and Stroke Foundation

4:30 – 5:30 NETWORKING REcEPTION




6

daY two – tuESdaY, march 10, 2015 7:30 – 8: 30 cONTINENTAL BREAKFAST

8:30 – 9:30 A Retrospective on the World of Not-for-Profit Accounting – How Did We Get Here and Where could We Go?

Two well-known and highly regarded professional services leaders in the not-for-profit sector will look back and look forward, as each prepares to retire frompublicpracticein2015.Theywilldiscusstheirearly careers, and what drew them to focus on the sector. They will share their views on challenges and opportunities in Canada’s not-for-profit sector, and on recent and emerging accounting standards. The moderator, who has worked with both panelists over the years, will add his own perspectives, and won’t shy away from asking some “tough” questions!

moderator: L. Robin Cardozo, SickKids Foundation

Panelists: marilyn J. De mara, KPmG LLP and martha Tory, Ernst & Young LLP


What Everyone’s Talking about in IT

The fluid and fast-changing world of IT impacts business decisions on a daily basis. In this session, you’ll learn more about the topics that IT professionals in not-for-profit organizations across the country are talking about – cloud computing, theconsumerizationofIT,Office365andmore.Findout how these areas are relevant to you and how organizations of different sizes have approached making the most of information technology trends.

Speaker: Neil Bhattacharya, Accenture

OR Introduction to Investment Management: Key Issues to consider

Current issues in investment management will be explored to assist CFOs with limited experience in this area along with key issues will be considered for setting up an investment management function within your organization. Topics to be explored include: investment vehicles available; setting an investment policy active vs. passive; pooled vs. segregated; socially responsible investments; outsourced CIO; risk management.

Speaker: Bill Chinery, Chair of the Salvation Army Investment Committee



Managing the Board/Audit committee – Getting the Most out of This Strategic Asset

Frustrated by your board? It goes with the territory. So make it the exception rather than the rule. You should view your board as a strategic asset, and not

a necessary evil. The relationship with your board is critical not only to the organization’s success but yours as well. The board brings perspective and expertise well beyond what you can bring as an individual or part of the senior management team. managing the board is about ensuring the right people get on the bus, that they know their roles and responsibilities, and that there is a process in place for transition and rejuvenation. This session will discuss how you, as a member of the senior management team, ensure this happens.

Speaker: Lori A. Tymchyk, Toronto Cricket Skating & Curling Club

OR What’s New in the charities Directorate World?

This session will cover the latest developments at the Charities Directorate, including potential changestotheT3010andanupdateontheexcitingmodernization project that is currently underway. Find out how your organization could be impacted going forward and how you can find out more.

Speaker: Susan Groundwater, Planning and Legislation Division, Charities Directorate, Canada Revenue Agency



Linking Risk Management and Performance in the Not-for-Profit World

Establishing an ongoing risk management competency within not-for-profit organizations has become a necessity for navigating complex challenges and maintaining board and stakeholder confidence. Designing and implementing the right risk process can be a daunting task. Who should own it? How do you link it to your strategy? How do you build momentum and support for it? How do you know you are looking at the right risks? These questions will be explored by using real-life examples to illustrate what a performance-focused risk management program looks like for your organization.

Speaker: Richard Wilson, PricewaterhouseCoopers LLP

OR Mindful Leadership: Enhancing Focus, clarity and Results

Increasing workloads and tighter deadlines are turning many high performers into frenzied under-achievers. You’ll discover why organizations such as Nike, Google, Accenture, Suncor and The Calgary Philharmonic Orchestra are using mindfulness training programs to improve the focus, attention and influencing skills of their professional staff and managers. In this session, you will also examine some of the recent scientific research in psychology, neurology, and organizational behaviour linking mindfulness to leadership effectiveness and overall well-being.

Speaker: Danny Cushing, The Potential Project






It’s Not Always about the Money: Tips for Becoming an Employer of choice

It is often a challenge for not-for-profit organizations to compete with the private sector when it comes to salaries. However, many not-for-profit organizations have developed healthy and thriving workplaces and adopted innovative practices that have made them very attractive employers. In this session, our panel, which includes representatives from some ofCanada’sTop100Employers,willsharetheirHRprograms, policies, ideas and best practices that have distinguished their organizations and made them employers of choice, attracting and retaining top-level talent.

moderator: Judy munro, Robert Half Executive Search

Panelists: Catherine Fels-Smith, Toronto Region Board of Trade; Charlie Fluit, World vision Canada; Pamela Steer, Workplace Safety and Insurance Board

OR Embracing Social Media – How to Thrive Online

many charities and not-for-profits consider social media to be important. Some use social media for communications, some for fundraising and even some to deliver services. However, few incorporate social media as a core strategy for achieving the organization’s mission and vision. They should. This session will focus on five key areas: strategy, governance, education, risk and measurement, thereby providing you with guidance on how to embrace social media and create an environment that enables your organization to thrive online.

Speaker: marina Glogovac, CanadaHelps


3:15 – 4:15 Invest in Trust through Accreditation

Government, donors, funders, and the general public are increasingly demanding higher levels of accountability from charities and nonprofits. How does your organization meet current expectations of good governance, transparency, and accountability? Accreditation through Imagine Canada’s national Standards Program may be a way for you to demonstrate that trust in your operations is well founded. In this session, you’ll learn about the basics of the Standards Program, including the pros and cons of pursuing accreditation; hear firsthand from successful applicants about the challenges and benefits of achieving accreditation; and take away tips and resources to strengthen your current practices and assist you through the accreditation process.

moderator: Dr. Cathy Barr, Imagine Canada

Panelists: Debra D. Kerby, CANADIAN FEED THE CHILDREN; Laurel Read, Sport manitoba; Laura Schembri, Aurora Cultural Centre

rEGiStratioN iNformatioN aNd coNditioNS

HOTEL INFORmATION:

Radisson Admiral Hotel Toronto-Harbourfront 249Queen’sQuayWest Toronto,ONM5J2N5 radisson.com/toronto

The Radisson Admiral Toronto-Harbourfront is a boutique-style hotel conveniently located in downtown Toronto with easy access to major businesses and attractions. Situated within walking distance of Union Station, the Radisson also offers proximity to Billy Bishop Toronto City Airport.

CPA Canada has reserved a limited block of guest rooms at a guaranteed room rate of $145plusapplicabletaxesuntilFebruary16,2015,oruntiltheroomssellout.Bookearlyto avoid disappointment.

Reservations:Telephone:1-800-333-3333(Reference “CPA Canada’s Not-for-Profit Financial Executive Forum”) or online: www.cpacanada.ca/NFPforum (Accommodation page).

PROGRAm DISCLAImER

The speakers, topics, program format and events are current at time of printing. If unforeseen circumstances occur, CPA Canada reserves the right to alter or delete items from the program or cancel the Conference and refund all registration fees.

CANCELLATION POLICY

If you are unable to attend the event for any reason, you may substitute, by arrangement with the Participant Coordinator, someone else from your organization, or you may cancelupto14calendardayspriortothe event start date for a full refund. Cancellationsreceivedwithin14calendardays of the event start date will be subject toa$150administrationfee(plusapplicabletaxes). All cancellation requests must be receivedby5:00p.m.ETonthedaypriorto the event start date. Refunds are not available after that point.

PLEASE NOTE: All cancellations must be received in writing by email to [email protected].


277 WELLINGTON STREET WEST TORONTO,ONM5V3H2CANADA

coNfErENcE rEGiStratioN formYES! I would like to attend cPA canada’s Not-for-Profit Financial Executive Forum, March9-10,2015,RadissonAdmiralHotelToronto-Harbourfront,Toronto,ON

conference Fee* $995.00 $

*conference registration includes online access to recorded presentations. (Online access available approximately 4-6 weeks post-event.) Plus13%HST $

GST/HST:831733647RT0001 TOTAL $

FIRST NAmE (PREFERRED) mIDDLE INITIAL(S)

BADGE NAmE (IF DIFFERENT FROm FIRST NAmE)

SURNAmE

DESIGNATION(S)

TITLE

FIRm/EmPLOYER

DEPARTmENT

BUSINESS ADDRESS

CITY

PROvINCE POSTAL CODE

BUSINESS PHONE

BUSINESS FAX

EmAIL

SPECIALDIETARYOROTHERREQUIREMENTS (NEEDS, NOT PREFERENCES)

YOU MUST HAVE AN AccOUNT TO REGISTERI have an up-to-date account/profile at the CPAStore:

YES NO

If NO, visit the CPA Store at www.cpastore.ca and click “my account” (top right-hand corner), and either Login and ensure your profile information is current,

PAYmENT OPTIONS(NOTE: registration cannot be processed until payment is received.)

Credit Card: visa masterCard AmEX

CARD NO. EXPIRY DATE

NAmE OF CARDHOLDER

waYS to rEGiStErONLINE AT: www.cpacanada.ca/NFPForum BY PHONE:416-204-3263

FAX REGISTRATION FORM AND PAYMENT INFORMATION TO: 416-204-3415

Documents

NEW for 2015! CPA CANADA’S Not-for-Profit fiNaNcial · PDF file · 2015-01-06Radisson Admiral Hotel Toronto-Harbourfront TORONTO, ON ... so that you can benefit from the challenges