PROGRAM AT A GLANCE

Colour Coding Post-Award Pre-Award Relevant to Both

TIME CAURA Ontario| Sunday, November 23, 2014 Location 9:00 am - 5:00 pm

Registration opens at the Waterloo Inn Conference Centre

Lower Lobby

11:45 am - 12:45 pm Lunch and Workshop: A Case Study on Research Management System Use in an Academic Setting (Converis) Presented by Thomson Reuters

Regent Room

1:00 - 5:30 pm ARMA UK: Understanding the UK and EU Research Environments and Identifying Routes to Collaboration

Regent Room

6:30 - 10:00 pm Reception and Dinner Salon A,B TIME CAURA Ontario| Monday, November 24, 2014 Location 7:00 am - 12:00 pm

Registration

Lower Lobby

7:30 - 9:00 am Breakfast (sponsored by Ontario Centres of Excellence) Regent Room 9:15 - 10:45 am Research Finance Roundtable I Salon A 9:15 - 10:45 am Data Management Plans and Open Access: Update from Tri-

Agency and Best Practices for Implementation Salon B

9:15 – 10:00 am Research Matters and Accessibility at Ontario Universities - A Collaborative Approach

Salon C

10:00 - 10:45 am Agri-Food and Rural Research – Why it Matters to You Salon C 10:45 - 11:00 am Break Regent Room 11:00 am - 12:00 pm Finance Roundtable II: CFI Award Finalization Process & Post-

Award Administration Salon A

11:00 am - 12:00 pm CIHR’s New Open Suite of Programs and Peer Review Processes Salon B 11:00 am - 12:00 pm University-Industry Partnerships: Challenges, Advice and Best

Practices (NSERC) Salon C

12:00 - 1:30 pm Lunch (sponsored by Thomson Reuters) Regent Room 1:30 - 2:30 pm Discussion Group: Lab User Fees Salon A 1:30 - 2:30 pm Ontario Centres of Excellence (OCE) Programs Update Salon B 1:30 - 2:30 pm Project Management for Research Grants: Best Practices Salon C 2:30 - 3:30 pm Tri-Agency Financial Monitoring Review Process: Operating

Effectiveness Testing Salon A

2:30 - 3:30 pm Knowledge Mobilization Throughout the Research Process Salon B 3:30 - 4:00 pm Break Regent Room 4:00 - 5:00 pm Canada Foundation for Innovation (CFI) Updates and Managing

Awards Salon A

4:00 - 5:00 pm People-Research-Investment-Innovation: Where We Are, Where We Are Going

Salon B

4:00 - 5:00 pm Social Entrepreneurship and Academic/Community/Industry Partnerships

Salon C

CONFERENCE PROGRAM

TIME CAURA Ontario| Sunday, November 23, 2014 Location 9:00 am - 5:00 pm

Registration opens at the Waterloo Inn Conference Centre

Lower Lobby

11:45 am - 12:45 pm

Lunch and Workshop: A Case Study on Research Management System Use in an Academic Setting (Converis) Presented by Thomson Reuters Presenters:

• Jeff Clovis, Senior Director, Global Solutions Support and Customer Education, Thomson Reuters

• Dr. Susan Blum, Director, Office of Research Services, University of Saskatchewan

Join us for a case study that will explore University of Saskatchewan’s use of the research information system, Converis.

Regent Room

1:00 - 5:30 pm ARMA UK: Understanding the UK and EU Research Environments and Identifying Routes to Collaboration Presenters:

• Martin Hamilton, Head of Funding Development, Research and Innovation Services, University of Leeds; Board of Directors, Association of Research Managers and Administrators (UK)

• Marie Garnett, Head of Professional Development, Association of Research Managers and Administrators (UK)

• Andrew Chamberlain, Chief Executive, Association of Research Managers and Administrators (UK)

The workshop is designed to provide participants with an introduction to the UK and EU research environments, in particular giving an overview of the broader policy context in which research funding operates, but also providing participants with more practical information about some of the key funding schemes and how Canadian researchers might engage with them. There will also be information relevant to post-award administration including reporting and eligibility requirements. Learning Outcomes: By the end of the session, participants will understand the broad policy context within which researchers operate, have received an overview of some of the key funding schemes and appreciate some key cross-cutting issues and how they are dealt with in the UK and EU.

Regent Room

6:30 - 10:00 pm Reception and Dinner Welcome Message: Dr. Charity Parr-Vasquez, Director, Office of Research Services, Wilfrid Laurier University Introduction to Research2Reality, Dr. Molly Shoichet Entertainment: Erik Johnson-Scherger (violin), Alex Szoldra (guitar), Scott Alton (bass)

Salon A,B

TIME CAURA Ontario| Monday, November 24, 2014 Location 7:00 am - 12:00 pm

Registration

Lower Lobby

7:30 - 9:00 am

Breakfast (sponsored by Ontario Centres of Excellence) Opening Remarks:

• Dr. Charity Parr-Vasquez, Director, Office of Research Services, Wilfrid Laurier University

• Bryce Pickard, Executive (Member at Large), CAURA; Director, Research Development, Western University

Keynote Address: Leadership and Innovation Through Research Services: A Transformative Imperative Speaker: Dr. Ginette Lafrenière Associate Professor, Faculty of Social Work, Wilfrid Laurier University Director, Social Innovation Research Group (SIRG) Director, Manulife Centre for Community Health Research

Regent Room

9:15 - 10:45 am

Concurrent Sessions

9:15 - 10:45 am

Research Finance Roundtable I Facilitators:

• Angela Zeno, Manager, Research Accounting, York University • Dave Reinhart, Director of Research Financial Services, University

of Guelph • Deanne Babcock, Director, Research Accounting, Western

University • Diane Johnston, Director, Research Finance, University of

Waterloo • Donna Walker, Director, Research Financial Reporting and Audit,

University of Toronto • Philip Thomas, Manager of Research Accounting, Brock

University

Salon A

9:15 - 10:45 am

Data Management Plans and Open Access: Update from Tri-Agency and Best Practices for Implementation Presenters:

• Christine Trauttmansdorff, Executive Director of Corporate Strategy and Performance, SSHRC

• Michael Steelworthy, Data Librarian, Wilfrid Laurier University • Charlotte Innerd, Head, Collection Development and Acquisitions,

Library, Wilfrid Laurier University

Salon B

This session will focus on the Tri-Council policy on Open Access and the proposed policy on Data Management and how both initiatives affect the research enterprise. SSHRC will provide updates on these policy changes and the Laurier Library will discuss library responses to this changing environment with Research Offices. Charlotte Innerd, Head of Collection Development and Acquisitions at Laurier Library will discuss the impetus for new OA policies and the resources Canadian libraries have built to help researchers satisfy their requirements. Michael Steeleworthy, Data Librarian and coordinator of the Laurier Library’s Research Data Management Programme, will discuss what the new proposed Tri-Council data management planning provisions would mean for researchers and universities, the expertise that libraries have in this area, and how they provide planning, collection management, and preservation solutions.

9:15 - 10:00 am

Research Matters and Accessibility at Ontario Universities - A Collaborative Approach Presenters:

• Dominika Flood, Senior Policy Analyst, Council of Ontario Universities

• Amanda Thomson, Policy Analyst, Council of Ontario Universities Ontario’s 21 publicly assisted universities have joined forces to create a unique public outreach initiative called “Research Matters.” (YourOntarioResearch.ca) This collaborative and multi-faceted initiative includes public events across the province, media relations and a social media campaign. This session will outline what is new about Research Matters’ approach to public outreach. It will explore how our universities are working together to change public discourse and to inspire our audiences to share in our sense of pride in the research happening on university campuses across the province. Ontario universities have also worked collaboratively on multiple projects to remove barriers to accessibility, to assist in “reinvention prevention” within the sector, and in advancing the objectives of the AODA, including in research related areas.

Salon C

10:00 - 10:45 am

Agri-Food and Rural Research – Why it Matters to You Presenter:

• Stacy Favrin, Senior Research Advisor, Research and Innovation, Ontario Ministry of Agriculture, Food and Rural Affairs

This presentation will focus on three areas:

1. An overview of research programming at the Ontario Ministry of Agriculture, Food and Rural Affairs, including a discussion of knowledge translation and transfer and other tips that can improve

Salon C

success rates in the review process. 2. Key elements of OMAFRA’s on-line Research Management System

(RMS) including the ‘Research Office Workbench’, the primary interface between Research Office staff and the ministry.

3. An overview of emerging trends in agri-food research which spans many disciplines and areas of inquiry including policy, environmental science, business, health, information management, as well as traditional agricultural production.

10:45 - 11:00 am

Break

Regent Room

11:00 am - 12:00pm

Concurrent Sessions

11:00 am - 12:00 pm

Research Finance Roundtable II: CFI Award Finalization Process & Post-Award Administration Facilitators:

• Kelly McFalls, Financial Analyst - Infrastructure Programs, Western University

• Lee Bennard, Manager, Infrastructure Programs, University of Guelph

• Linda Hoffman, Financial Officer, Infrastructure Programs, University of Guelph

• Louise Kilianski, Post-Award Grants Facilitator, Western University

• Wendy McCallum, Financial Officer - Infrastructure Programs, Western University

In a roundtable format we can learn from each other by sharing our experience with the CFI’s newest guidelines regarding the award finalization process. Time will also be set aside for participants to discuss other CFI post-award administration matters.

Salon A

11:00 am - 12:00 pm

CIHR’s New Open Suite of Programs and Peer Review Processes Presenter:

• Dominique Lalonde, Deputy Director, Program Delivery, Foundation Pilot Team, CIHR

CIHR began designing a new Open Suite of Programs and peer review processes to improve the efficiency and effectiveness of CIHR's funding and peer review system. CIHR is now in the critical implementation phase of the Reforms and is engaging with research administrators as key players in this process. This presentation will provide an update on the Reforms, with a focus on the 2014 Foundation Scheme live pilot Stage 2 application. The presentation will be followed by a question and answer period.

Salon B

11:00 am - 12:00 pm

University-Industry Partnerships: Challenges, Advice and Best Practices (NSERC) Presenters:

• Tibor Turi, Manager, Ontario Regional Office, NSERC • Oleg Stukalov, University-Industry Liaison Officer, Wilfrid Laurier

University

There are ever growing expectations that research at universities should produce a greater positive impact on the Canadian economy. One of the ways to realize these expectations is to increase the amount and quality of academic partnerships with industry. This session will focus on the key success factors and challenges of creating lasting partnerships, and on discussing and documenting the best practices in managing these challenges. Dr. Tibor Turi, manager of the NSERC Ontario office, will give examples of some of the most successful projects NSERC has supported via their Partnerships Programs and will talk about the elements of a successful partnership. Dr. Oleg Stukalov, Laurier’s University-Industry Liaison Officer, will discuss key challenges he has encountered in his practice and will share his own approaches to overcoming them. He will also touch upon some troubling elements of typical industry-sponsored research contracts, e.g. ownership of the resulting IP, with positive examples and trends from leading US universities as well as his own experience.

Salon C

12:00 - 1:30 pm

Lunch (sponsored by Thomson Reuters) Keynote Address: Changing Lives: Research on AIDS in Africa Speaker: Dr. Alan Whiteside, CIGI Chair in Global Health Professor, Balsillie School of International Affairs and Laurier’s School of International Policy and Governance Director, Health Economics and HIV and AIDS Research Division, University of KwaZulu-Natal

Regent Room

1:30 - 2:30 pm

Concurrent Sessions

1:30 - 2:30 pm

Discussion Group: Lab User Fees Facilitator:

• Jennifer Otterwell, Manager, Restricted Funds and Accounting, Trent University

Institutions, facing financial constraints in the maintenance of lab equipment previously purchased through externally funded grants, are establishing user fees to help cover these costs.

This discussion group will be facilitated by Jennifer Otterwell, Trent University, and will include a presentation from Gena Braun, a Research

Salon A

Instrumentation Technician at Laurier who has spearheaded the development of user fees for a lab at Laurier. Gena will share with the group how she calculated the user fees and provide a summary of the process she has followed to date in her effort to get the program running and to ensure such fees are eligible expenditures for external funding agencies such as Tri Council.

This discussion session will be a great opportunity for institutions to learn from each other and share their experiences with respect to lab user fees.

1:30 - 2:30 pm

Ontario Centres of Excellence (OCE) Programs Update Presenter:

• Vanessa Williamson, Director, Programs, Ontario Centres of Excellence

This session will provide an overview of the main changes to OCE programs and processes which have occurred this fiscal year. Participants will be encouraged to ask questions and engage in discussion. Representatives from the OCE Programs Team (Program Managers and Accountants) will also be present to answer your questions.

Salon B

1:30 - 2:30 pm

Project Management for Research Grants: Best Practices Presenters:

• Sarah Brown, Associate Director, Interdisciplinary Centre on Climate Change, University of Waterloo

• Alison Paprica, Principal and Founder, Research Project Management

• Justine Richardson, Project Manager, 2030+ Research Group, Wilfrid Laurier University/Balsillie School of International Affairs

• Mary McNally, Research Associate/Project Manager, International Tobacco Control Policy Evaluation Project

As research offices have taken a more service-oriented approach to administering faculty research and an active role in research coordination, facilitation and management, project management techniques become more important across both pre- and post-award activities. This session offers a rare opportunity to learn from experienced research project managers and discuss the application of project management in research environments and with interdisciplinary teams. The session will begin with each panel member sharing their top three tips or tools for effective research project management, followed by discussion with audience and panel members on real-life examples and challenges that arise over the course of a research project

Salon C

2:30 - 3:30 pm Concurrent Sessions

2:30 - 3:30 pm

Tri-Agency Financial Monitoring Review Process: Operating Effectiveness Testing Presenters:

• Rita Carrière, Awards Administration Manager, Finance, NSERC & SSHRC

• Robert Potvin, Senior Financial Policy Officer, CIHR • Dave Reinhart, Director of Research Financial Services, University

of Guelph • Susan Munro, Assistant Director, Research Finance, McMaster

University The panel of presenters including Robert Potvin and Rita Carrière from the three federal granting agencies and Susan Munro (McMaster University) and Dave Reinhart (University of Guelph) will lead an open discussion on the transactional testing conducted during a financial monitoring review. Participants will get a clear understanding of the operating effectiveness testing steps and will hear about the agencies’ interpretation of specific expenditure types.

Salon A

2:30 - 3:30 pm

Knowledge Mobilization Throughout the Research Process Presenters:

• David J. Phipps, Executive Director of Research & Innovation Services, York University

• Shawna Reibling, Knowledge Mobilization Officer, Wilfrid Laurier University

• Elizabeth Shantz Vanleeuwen, Knowledge Mobilization Officer, Canadian Water Network

Knowledge mobilization is more than dissemination of research findings to potential users. It is a process that influences each stage of the research funding process. We will discuss how knowledge mobilization is part of a successful research funding application from pre- to post- application. David Phipps (York University) and Shawna Reibling (Wilfrid Laurier University) will discuss the process from a research office perspective. Elizabeth Shantz Vanleeuwen (Canadian Water Network) will discuss this process from a funder perspective.

Salon B

3:30 - 4:00 pm

Break

Regent Room

4:00 - 5:00 pm

Concurrent Sessions

4:00 - 5:00 pm

Canada Foundation for Innovation (CFI) Updates and Managing Awards Presenters:

• Isabelle Henrie, Manager, Financial Monitoring, CFI

Salon A

• Sandra Zohar, Senior Programs Officer (SPO), CFI The CFI will present an update on its current activities and funding competitions, and more specifically on the cyberinfrastructure initiative. Changes to current policies or practices will be discussed.

In addition, the upcoming release of the financial post-award component in the CFI Awards Management System (CAMS) will be highlighted. As the final component that completes the transition to our new online system, the CFI will present an overview of the new functionalities and features that will be part of CAMS.

4:00 - 5:00 pm

People-Research-Investment-Innovation: Where We Are, Where We Are Going Presenter:

• Allison Barr, Director, Research Branch, Ontario Ministry of Research Innovation

This session will provide an update on MRI programs, including the Ontario Research Fund and Early Researcher Awards. In addition MRI will outline upcoming timelines, key steps in the post-award process, and the impact they may have on research administration professionals. There will be ample opportunity for questions and answers.

Salon B

4:00 - 5:00 pm

Social Entrepreneurship and Academic/Community/Industry Partnerships Presenters:

• Hari Stirbet, University Lecturer, Wilfrid Laurier University and the University of Waterloo; Director, Social Entrepreneurship. Manulife Centre for Community Health Research/Social Innovation Research Group

• Dale Howatt, Executive Director of Community Support Connections, Meals on Wheels & More

• Neil Craik, Director, School of Environment, Enterprise and Development, University of Waterloo

• Nadia Hamilton, Founder and CEO of Magnusmode Four guests, with four very distinctive backgrounds (University, non-profit sector and a young social entrepreneur), will join us to discuss the role that Academic institutions play or can play in the Social Entrepreneurship Ecosystems that are developing in many communities around the province.

Salon C

Menu

Sunday November 23

*Please let your server know about any pre-arranged dietary restrictions*

Lunch 11:45-12:45, Regent Room, Upper Charred Tomato Soup

Classic Braised Beef simmered in demi glace with cream & fresh dill, with Chef’s choice of vegetables and a bed of buttered rice

Apple Caramel Cake (with caramel sauce)

Break 3:00-3:15, Regent Room, Upper Specialty cookies, tarts, squares, fruit, assorted drinks, tea and coffee

Reception 6:30-7:30, Salon A

• Vegetarian spring rolls with homemade sweet and sour dip

• Coconut shrimp with fruit jalapeno marmalade

• Vegetable samosas with tamarind dip • Spanokopita and sausage rolls

• Selection of Canadian and imported cheeses, crackers and fresh fruit garnish

• Variety of garden vegetables presented with creamy herb dip

• Artichoke & asiago dip, roasted red pepper & smoked paprika dip, hummus, served with pita and olives

Dinner 7:30-10:00, Salon B

Butternut squash & parmesan soup with a chipotle cream

Field greens with herbed croutons, grape tomatoes, grilled red onions and a fresh herb dressing

Spring onion & cheddar infused chicken with a brown butter bread crumb crust and a warm grape tomato and roasted garlic confit

New York style cheesecake with a duo of chocolate sauces

Menu

Monday November 24

*Please let your server know about any pre-arranged dietary restrictions*

Breakfast, 7:30-9:00, Regent Room

• Scrambled eggs with fresh herbs & cheese • Chilled bowls of fruit and berries • Canadian smoked bacon & sausages • Old fashioned home-fried potatoes • Pancakes or french toast

• Assorted cold cereals & nutty granola • Bakeshop creation of breads, criossants, &

muffins; butter & preserves • Chilled citrus juices • Freshly brewed tea and coffee

Break 10:45-11:00, Regent Room, Upper Beverage break with an assortment of muffins & danishes, coffee, tea

Lunch 12:00-1:30, Regent Room • Romaine lettuce with roast garlic & chive

dressing • Marinated vegetable salad • Chicken breasts with a parmesan & white

truffle crust • Cheese tortellini with fresh tomato basil

sauce

• Rice studded with italian parsley & lemon zest

• Fresh rolls and butter • Assorted cakes and sweets • Coffee, tea, soft drinks

Break 3:30-4:00, Regent Room, Upper

Freshly baked cinnamon rolls, cookies, tarts, squares Warm mulled cider, hot chocolate with mini marshmallows, coffee, tea