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This is the agenda for
February 6, 2019 - Conference Day One
7:30 - 8:30
Registration and Continental Breakfast

8:30 - 9:30
The WEconomy: Creating purposeful partnerships for a sustainable organization

Keynote Speaker: Marc Kielburger, Co-founder of the WE Organizations

Marc Kielburger is an internationally acclaimed speaker, social entrepreneur and New York Times bestselling author, author of 12 books, including his newest book co-authored with his brother Craig Kielburger and Holly Branson WEconomy: You can find meaning, make a living, and change the world.

Marc will share his story about how he and his brother Craig founded WE, an organization with a start-up mentality that grew from 12 kids in the suburbs to a $50 million a year charity that makes doing good, doable. WE has partnered with some of the biggest companies in the world, helping them tap into their purpose, including KPMG, Unilever, Microsoft and Virgin.

Marc will share learnings on the journey to create these partnerships and provide tangible takeaways for your organization to apply some of the same strategies to your NFP organization. He will share stories from some of WE’s biggest supporters, from world-class business leaders like Sheryl Sandberg and Sir Richard Branson, to the methods of megastars he has encountered like Oprah Winfrey and Earvin “Magic” Johnson, who make the world a better place through purposeful—and highly profitable—business strategies. Creating cross-sector partnerships can be a game changer for your NFP. These collaborations aren’t just good for the charity, but can provide significant brand value for the companies you choose to partner with.

Marc Kielburger

9:35 - 10:35
Concurrent Sessions:

Essential Charity Law and Compliance Update

Speaker: Terrance S. Carter, Managing Partner, Carters Professional Corporation

In this session, Terrance Carter will provide an update on key developments in the law and compliance issues for charities, including political activities, new directives from the Canada Revenue Agency, changes in corporate legislation, including the Canada Not-for-Profit Act and the Ontario Not-for-Profit Corporations Act, recent changes to the Charities Accounting Act in Ontario, including social investments and the remuneration of directors, as well as important court decisions affecting charities across Canada.

Terrance Carter

Recent trends in the not-for-profit sector - and their legal implications

Speaker: Nick Pasquino, Partner, Borden Ladner Gervais LLP

In this session, Nick will discuss recent trends he is seeing with his not-for-profit clients: (1) revenue diversification through social enterprise: how to do it as a not-for-profit organization (NPO) without jeopardizing your tax exempt status!; (2) collaborations, integrations and ‘hubs’ - why are people doing it and where are the legal risks?; (3) conflicts 101: what is a conflict of interest, what is a conflict of duty, and what are the best practices to manage conflicts in an NPO setting?; and (4) a brief update on the status of implementation of the Ontario Not-for-Profit Corporations Act, 2010.

Nick Pasquino

10:35 - 10:50
Networking Break

10:50 - 11:50
Digital transformations in not for profit organizations

Moderator: Ryan Tollofson, VP Marketing, Sparkrock
Mark Banbury, Chief Information and Constituent Services Officer
Lise Johnston, Director of Fin Planning, Management Reporting & Controller, Heart and Stroke Foundation
Marina Glogovac, CEO, Canada Helps

As we approach a 4th industrial revolution and technology becomes increasingly accessible and affordable to not-for-profits, more organizations are undergoing digital transformations. Our panel will provide various cross functional perspectives on these transformations and communicate valuable takeaways from their experiences with the audience.

Ryan Tollofson ; Mark Banbury ; Lise Johnston ; Marina Glogovac

11:50 - 12:50
Lunch and Networking

1:00 - 2:00
The importance of culture for successful change management

Speaker: Deanna Heroux, Partner, KPMG People & Change Advisory Services

Culture determines how an organization operates and ‘gets things done’ in response to internal and external challenges. It is the product of shared basic assumptions, that underpin the values, norms and behaviours found in the organization. People talk about culture in many different ways……but although you may struggle to pin it down you can’t afford to ignore it since an organization’s culture will either support or inhibit its short and long-term performance. So how do you ‘shift’ culture and all the related underpinnings to be resilient, agile, nimble to align with and drive outcomes? In a word - leadership. In four words – tone at the top. When looking to effect culture change, we believe you need to focus twice as much attention on leadership and behaviours as on other organizational levers for change. Getting a pulse on leadership will drive the pulse for culture change.

Deanna Heroux

2:05 - 2:50
Concurrent Sessions:

You merged! How’s that going? A strategic outlook - mergers in the non-for-profit sector

Moderator: Cheryl Swallow, VP Finance Canadian Cancer Society
Lynne Hudson, President and CEO, Canadian Cancer Society
Brad Park, President and CEO, United Way Halton & Hamilton
Jonathan Bennett, CEO, Laridae Communications Inc.
The focus for the panel will be on the external and internal strategic outcomes that the organizations experienced.

This session will focus on the post-merger results – what worked, what didn’t and how it transformed the organizations. We hope to have a conversation about outcomes and the challenges of integrating culture, systems and communities.

Cheryl Swallow ; Lynne Hudson ; Brad-Park ; Jonathan Bennett

Workplaces and spaces – It’s all about your people

Peter Davies, Vice-President and Co-Chair of Colliers Not-for-Profit Advisory Group
Arlene Dedier, Principal of Colliers Project Leaders
Matthew Johnson, Vice President and Co-Chair of Colliers Not-for-Profit Advisory Group
Andrea Wolf, Managing Director, Strategy & Innovation

Employees today are highly sophisticated and seek more than a desk and a phone when it comes to their work space. Today’s workplace is often the first impression that organizations are able to provide as donors, volunteers, prospective employees, Board members and stakeholders enter your premise. Thus, it is vital to maximize the overall impact this impression creates.

We will discuss trends in workplace strategy and design that demonstrate the importance of employing a people-first ideology in the development of work space strategies. Real estate is a substantial organizational cost, yet people costs are significantly greater. Understanding your people and translating this knowledge into a real estate strategy is the key to ensuring your office premises maximizes productivity, attracts the best talent, retains your valued talent, promotes your organizational identity and develops an overall culture that drives success for your organization well into the future.

Peter Davies ; Arlene Dedier ; Matthew H Johnson ; Andrea Wolf

2:50 - 3:05
Networking Break

3:10 - 4:10
Leadership in turbulent times

Speaker: Carla Funk, President and CEO, Transform International Canada

Critical uncertainties are caused for leaders by the rapid changes we are witnessing both globally and locally. Consider technological advances or the production and spread of “fake news" through algorithms and technological fabrication. Consider societal changes such a rapidly aging population and the surging crisis of opioid use and addition in Canada. Add into the daily mix of political, environmental and economic changes that are hurtling towards us at a rapid pace - we are indeed living in turbulent times.

Amidst this turbulence, not-for-profit leadership is expected to navigate increasing complexities. Your role as leader requires that you engage in greater depth with a more diverse group of stakeholders. What skills can you learn to help navigate rapid change and increased complexity? This session will provide you with simple, highly effective techniques you can apply immediately in your own organization to increase collaboration, engagement and effectiveness.

In this interactive 1-hour session, you will learn about some of the latest leadership and organizational practices and how to apply them in your workplace.

Carla Funk

4:15 - 5:10
Networking Reception

This is the agenda for
February 7, 2019 - Conference Day Two
7:30 - 8:30
Registration and Continental Breakfast

7:30 - 8:15
How Canadian pension innovation can support Not-for-Profit talent management

Sponsored by: Colleges of Applied Arts and Technology (CAAT) Pension Plan
Speaker: Derek W. Dobson, Chief Executive Officer & Plan Manager

A cost-effective and sustainable pension plan could be a key differentiator for not-for-profits looking to attract, retain, and engage valuable employees. This thought-provoking presentation will assist not-for-profit leaders seeking new approaches to talent management. Pension expertise is not required.

Derek Dobson

8:30 - 9:30
Bridging the innovation-aspiration gap in the not-for-profit sector

Speaker: Daniel Marquez, Executive, Accenture Strategy

80% of non-profit leaders aspire to innovate, but only 40% say they have the capacity to do so. In this session, we will explore why innovation is an essential attribute of successful non-profits, and how leaders can infuse it into their organizations to keep pace with a rapidly evolving Canadian ecosystem.

Daniel Marquez

9:35 - 10:35
Concurrent Sessions

Before brand, before mission, before vision, let’s talk about purpose: Why does the organization exist and what is it purpose?

Speaker: Speaker: Giselle Commissiong, Partner, Ernst & Young LLP

Many organizations can describe what they do and how they do it, but very few organizations can articulate why they do it. Giselle Commissiong will share how having a clearly defined purpose can inform what you communicate to your stakeholders to convince them to support your organization. Examples will be shared of organizations who have a clearly defined purpose, and the negative impact that occurs when your organization doesn’t have a clearly defined purpose to guide it’s decisions. In this highly competitive environment for dollars and support, having a clear and concise purpose may be the difference between someone supporting you or another organization.

Giselle Commissiong

Managing social deficit and sustained growth

Moderator: James Temple,Chief Corporate Responsibility Officer PWC
Narinder Dhami, Managing Director, Leap Pecaut Center for Social Impact
Cathy Barr, VP, Mission Effectiveness from Imagine Canada
Rachel Laforest, Associate Professor and Head of the Public Policy and Third Sector Initiative, School of Policy Studies, Queen's University

The charitable sector in Canada is facing a growing social deficit – increasingly strained resources accompanied by rising demand for services provided by charities and non-profits. In addition, there are high expectations for outcomes and impacts by society. Join our expert group of panelists to discuss the challenges faced by the sector and some strategies to mitigate the social deficit gap including; partnering and working with public and private sectors, social enterprise and innovative leadership in the sector.

James Temple ; Narinder Dhami ; Cathy Barr ; Rachel Laforest

10:35 - 10:55
Refreshment Break

10:55 - 11:55
Clutter to clarity: Where on the spectrum are your financial statements?

Speaker: Bridget Noonan, Partner, Clearline Consulting

Producing external financial statements that are not overly complex and provide a level of general understandability, while meeting standards for not-for-profit organizations cannot be done through the use of template notes and disclosure checklists.

Boilerplate solutions for financial statement presentation and disclosures need to be reconsidered. This session will look at a few areas where disclosures can be improved to provide understandable information in a move away from clutter and towards clarity.

Bridget Noonan

11:55 - 12:55
Lunch and Networking

1:00 - 1:50
From describing data to predicting outcomes in the world of not for profits

Victor Anjos, Co-founder Data for good
Brad Parry, CMO & Advisor Data for Good

The Data for Good team has been helping organizations leverage their data to gain insight in their business operations for years. Victor Anjos and Brad Parry will showcase how these organizations have begun and continue to take steps down their data journey with a hands on immersive session on how to prepare yourself and your data for real world use.

Topics covered will include:
• What is AI, really? And is it coming for my job?
• The Artificial Intelligence Anonymous 12-step program to predicting the future
• Is your organization actually looking for AI or should you step back and start with understanding your data?
• Charting the path to get the organization thinking of AI, predictive and prescriptive modelling.

Victor Anjos ; Brad Parry

1:50 - 2:30
Accounting Standards Board Update

Speaker: Linda Mezon, Chair, Accounting Standards Board

Attend this session to learn about the numerous activities underway with the Accounting Standards Board (AcSB) with regards to the evolution of accounting standards for not-for-profit organizations.

Linda Mezon, FCPA, FCA, CPA (MI), CGMA

2:30 - 2:50
Networking break

2:50 - 3:50
Concurrent sessions:

Disruption in US, UK and Australian philanthropy and its impact in Canada

Speaker: Mark Blumberg, Partner, Blumberg Segal LLP

With the Trump administration in the US there have been significant changes affecting philanthropy which now mean that 19 out of 20 US citizens will receive no tax benefit for donating to a US charity (501c(3)). The UK has been rocked by a number of scandals and a vicious tabloid media. Australia has had many challenges in terms of regulation of charities. This presentation will provide an overview of these events and how they may affect the partners of Canadian charities but most importantly the Canadian charities themselves. If UK tabloid media attacks on charities are followed in Canada there could be a significant reduction in public confidence in charities. Now that our most important trading partner the US has dramatically altered their tax incentive structure it is quite foreseeable that one day Canada will follow suite. These dramatic changes present tremendous opportunities and risks for Canadian charities.

Mark Blumberg

Talent in the NFP Sector – Attracting, Retaining and Sustaining a High Functioning Team

Moderator: Lois Fine, Director, Finance and Information Technology, YWCA Toronto
Tara George, Senior Vice President & Partner, Ketchum Canada Inc.
Owen Charters, President & CEO, Boys and Girls Clubs of Canada
Mary Barroll President, TalentEgg

Hear from leaders in the sector about their experiences and ideas for talent attraction, retention and succession planning. Meaningful work is increasingly important to attracting talent and your organization’s culture and values often compensate for tight talent budgets and salaries. Add your thoughts to the mix in this lively and interaction session.

Lois Fine ; Owen Charters ; Tara George ; Mary Barroll

3:50 - 4:50
Poll the Executive Leader

Moderator: Rayna Shienfield, Principal of Corporate Oversight and Governance at CPA Canada.
Michael Herrera, Former VP finance and administration, United Way Greater Toronto
Esther Vise, Director of Finance, Stephen Lewis Foundation
Nalini Bhargava, CFO, Ontario Real Estate Association

Our panel of executive leaders will cover the most significant issues they face in their organizations to generate discussions that allow participants to share common challenges and solutions.

Rayna Shienfield, JD ; Michael Herrera ; Esther Vise ; Nalini Bhargava

This is the agenda for
Friday, February 8, 2019 - Optional Workshop on Accounting and Taxation Issues
Overview and Facilitators

Lyndsey McIntyre, Partner
Armando Minicucci, Partner - Tax Services
Grace Caputo, Senior Manager, Commodity Tax
Grant Thornton LLP

Attend this one-day workshop to learn of the accounting and taxation issues, best practices and updates for the not-for-profit sector. See full list below.

Lyndsey-McIntyre ; Armando Minicucci ; Grace Caputo

Accounting Standards overview

• Key differences with NFP’s and for profit entities
• Updates (proposed future changes to NFP accounting standards)

Taxation overview for NFP and Registered Charities

Canadian tax rules that impact tax exempt status, risks and considerations, and planning techniques to minimize the risk
• Political purposes (interpretation and compliance)
• Disbursement quota
• Operating related/unrelated businesses
• Revenue generation and the impact of the structure within which you earn revenue
• Any legislative updates

NFP Rules
• Section 149(1)(l)
• Earning a profit and planning for surpluses
• Reserves

Undertaking business activities
• Rules and risks
• Considerations and options for Charities and NPO’s


Gifting considerations

Overview of different type of gifts, taxation implications and receipting
• Taxation, administration and other issues to look out for with different types of gifts (including bequests, securities, in-kind, insurance, online, third-party and more…)
• Receipting different types of gifts (CRA receipting guidelines and examples of different receipting types).


HST rules for NFP’s and Registered Charities

• Common issues
• Practical steps to protect your organization

This is the agenda for
2019 Conference Advisory Committee
Thank you to our advisory committee members

Ninette Bishay, Partner, Charities and Not-for-profit Organizations, Hogg, Shain and Scheck

Lois Fine, Director, Finance and Information Technology, YWCA Toronto

Michael Herrera, Former Vice-President, Finance and Administration, United Way Greater Toronto

Jeanette Hill, Principal, Professional Learning & Development, CPA Canada

Stephen McCourt, Partner, Assurance, RSM Canada LLP

Rayna Shienfield, Principal, Corporate Oversight & Governance, CPA Canada

Cheryl Swallow, Vice President, Finance and Administration, Canadian Cancer Society

Dale Varney, Partner, Grant Thornton LLP

Bobbi White, Partner, KPMG LLP

Ninette Bishay ; Lois Fine ; Michael Herrera ; Jeanette Hill ; Stephen McCourt ; Rayna Shienfield, JD ; Cheryl Swallow ; Dale Varney ; Bobbi White