Learning and Events

CAUBO provides a wide variety of professional development offerings for the benefit of its members, including our annual conference, online courses, workshops, and webinars. We also produce a Guide to Communications in a University Context, available online in its entirety. Click here to view a list of on-demand webinars.

Upcoming Events

Online Course: Fundamentals of the Research Enterprise - March 22 - June 3, 2021

Thank you for your interest in CAUBO’s online courses. Registration for this course offering is now closed as we have filled all available spaces.

Click here to add your name to a waiting list now. Please be sure to include your full name, title, institution and contact information. You will receive an email offering you priority registration for the next offering of this course.

“I found the course very helpful and we are putting some of the strategies learned into practice.”
– Cathy Gates, Director, Office of Research Services, Trent University

“This course is very useful and I will certainly recommend it to my colleagues.”
– Lily Li, Major Purchasing Contracts Officer, Simon Fraser University

Course Overview

Please note that this course is only offered in English at this time.

This course will assist university administrators in understanding the overall context of university research, including its funding, regulation, and administration. It will explain why so many areas of the university are involved in research administration, and will explore some of the challenges that arise from the sharing of responsibilities between the university and researcher, as well as the balancing of resource allocation between the university’s two principal missions of teaching and research.

Every university administrator needs to have an understanding of the importance of research in order to effectively do his or her job. Whether you are in a central service, a student service, or a faculty office, your role is affected by the demands research places on you, directly or indirectly, and more importantly on the resources you have at your disposal to do your job. The arguments you make for more funding or greater participation in decision-making need to reflect how you and your unit support both teaching and research.

To provide you with a broad understanding of the context for university research, this course is subdivided into five modules:

Module 1
The Policy Context for University Research and its Funding

  • Research Defined
  • Growing Contribution of the Research Enterprise
  • The Importance of Research to Universities
  • The Importance of Research to Canada’s Prosperity
  • Sharing Knowledge and Managing Intellectual Property

Module 2
Types of Research Performed and Their Funding Sources

  • Areas of Research in Canadian Universities
  • Research Funding – Contractual Forms and their Impact on Flexibility
  • The Profile of Research Funding
  • Federal Government Research Programs

Module 3
The Underlying Principles that Guide University Research

  • Overview of Key Research Principles
  • Ethics and Integrity in the Conduct of Research
  • Accountability
  • Equity, Diversity and Inclusion (EDI)
  • Transparency

The Research Environment

  • Research Projects, Programs and Groups
  • Research Relationships
  • One Research Group – Multiple Projects
  • Research Projects Life Cycle
  • Challenges Inherent to the University Research Environment 

Module 4
Research Enterprise Administration

  • Structures Involved in Research Administration
  • Centralized versus Decentralized Administration
  • Proposal Creation and Submission
  • Common Challenges and Issues in Research Administration
  • Potential for Over Management at the Cost of Creativity

Module 5
Conclusion & Case Studies

  • The Implications of a Research-Oriented Campus
  • Case Study 1 & Case Study 2

Time commitment

Participants are expected to commit approximately 30-35 hours towards the completion of this course, which includes required readings, module quizzes, courseware activities, a group work presentation and attendance at the scheduled Live Learning Sessions.

FORE Course Schedule Overview

Subject Location Date Time Module Chapter
CAUBO FORE Technical Orientation 1 * online Monday March 22, 2021 11:00 AM -11:45 AM
CAUBO FORE Technical Orientation 2 * online 2:00 PM – 2:45 PM
CAUBO FORE – Introduction / Overview online Thursday March 25, 2021 1:00 PM – 2:00 PM
CAUBO FORE LLS 1 of 6 online Wednesday April 7, 2021 1:00 PM – 2:30 PM 1  
CAUBO FORE LLS 2 of 6 online Monday April 19, 2021 1:00 PM – 2:30 PM 2  
CAUBO FORE LLS 3 of 6 online Tuesday April 27, 2021 1:00 PM – 2:30 PM 3 1
CAUBO FORE LLS 4 of 6 online Thursday May 6, 2021 1:00 PM – 2:30 PM 3 2
CAUBO FORE LLS 5 of 6 online Friday May 14, 2021 1:00 PM – 2:30 PM 4  
CAUBO FORE Working Group 1 of 2 (Group A) online Monday May 17, 2021 1:00 PM -2:00 PM Group A 5 Case Study Prep
CAUBO FORE Working Group 1 of 2 (Group B) online 2:00 PM -3:00 PM Group B
CAUBO FORE Working Group 2 of 2 (Group A) online Thursday May 27, 2021 1:00 PM -2:00 PM Group A 5 Case Study Prep
CAUBO FORE Working Group 2 of 2 (Group B) online 2:00 PM -3:00 PM Group B
CAUBO FORE Case Study Submission Due Date online Wednesday June 2, 2021 By 11:00 AM
CAUBO FORE LLS 6 of 6 online Thursday June 3, 2021 1:00 PM – 3:00 PM PPT Group Presentations

* Only attend 1 timeslot
* All times are (ET)

Facilitated by:

Rosie Parnass

Rosie Parnass is currently a consultant offering HR consulting, facilitation and coaching services to higher education and not-for-profit organizations. Rosie recently retired from the University of Toronto after working there for over 35 years in a variety of functional areas including; student life; career services; human resources; organizational development and learning; and work/life support. As Executive Director, Organizational Learning and Development and Work Life Support, Rosie led a team providing organizational development, career management, mentoring and continuous learning programs that supported the University community. Rosie has presented at many conferences, nationally and internationally and has taught at the University’s School of Continuing Studies. Rosie has also been involved with CAUBO on the Training and Development Committee, and as a facilitator in their on-line course program. Rosie has a Master of Education, specializing in Adult Education and Counselling from OISE/UT as well as completed the Advanced Program in Human Resources Management. Rosie is a recent graduate of the Solution Focused Coaching program.

This CAUBO PD activity may count towards credits for accreditation programs and designations in your field. Visit the CAUBO website for more details.

Take note that registration will close at 8:00 PM ET on March 15, 2021.

CAUBO’s Benefits Initiative – Manulife and Green Shield Canada Information Sessions

Employee benefits costs and the levels of risk associated with the management of benefit plans have significantly increased in recent years.

CAUBO, through the National Benefits Steering Committee, has been looking at ways to help member institutions manage these rising benefits costs and risks. The Committee has been exploring opportunities for institutions to achieve potential efficiencies, including savings on administrative costs and implementing pooling levels and stop-loss provisions through a consortium with common providers.

To this end, a request for proposal process was launched last fall to identify providers interested in offering benefits and services through a collaborative program for Canadian universities and colleges. Subsequently, two providers (Manulife and Green Shield Canada) were pre-qualified by the Steering Committee. The providers were selected based on the quality of their proposals and the potential advantages offered to members. 

The proposals received from Manulife and Green Shield Canada have the potential to provide cost efficiencies to member institutions of all sizes. An information document that provides key details of each proposal, has been prepared and is available on CAUBO’s website (for institutional members only).

Registration is now open for the member information sessions with Manulife and Green Shield Canada. 

During the sessions, Manulife and Green Shield Canada will present their proposals to members, in order to gain sufficient interest to form a consortium. Members will have the opportunity to ask questions and provide feedback on each of the proposals directly with the providers. These sessions will also provide members with information regarding next steps, including how members can submit their preliminary expressions of interest in joining a consortium this spring.

Distinct sessions will be hosted by each of the providers and delivered by region. This will allow the presentations and discussions to be tailored to each proposal as well as to institutions within the same region. A session is also being offered for current Manulife clients in order for those institutions to learn more about what would and would not change by joining the consortium. Members are invited to attend sessions offered by both providers. Please contact etaylor@caubo.ca if you are interested in participating but unable to attend the session for your region. 

Information sessions for Atlantic members and UQ institutions are being organized separately by ISI and the UQ network.

Click on the appropriate link below to register for an information session with Manulife and Green Shield Canada! 


  • April 22 (1:00-2:30 EDT) – Current Manulife Clients * Register Now
  • April 27 (10:00-11:30 EDT) – Ontario and Quebec (English session) * Register Now
  • April 27 (2:00-3:30 EDT) – Alberta, Saskatchewan and Manitoba * Register Now
  • April 29 (10:00-11:30 EDT) – Québec (en français) * Register Now
  • April 29 (2:00-3:30 EDT) – British Columbia* Register Now

Green Shield Canada (GSC)

  • May 4 (10:00-11:30 EDT) – Ontario and Quebec (English session) * Register Now
  • May 4 (2:00-3:30 EDT) – British Columbia * Register Now
  • May 6 (10:00-11:30 EDT) – Québec (en français) * Register Now
  • May 6 (2:00-3:30 EDT) – Alberta, Saskatchewan and Manitoba * Register Now

FREE CAUBO and CUCCIO Webinar: Moving to the Cloud: Understanding the Financials - April 28, 2021, 1:00 – 2:30 PM ET

* Please note that this webinar is delivered in English only *

Date and Time: Wednesday, April 28, 2021, 1:00 – 2:30 PM ET
Target Audience: Senior Administrators interested in this issue

The decision to move to the cloud or not should be based on a strong business case that covers a wide array of considerations, including the impact of the move on the institution’s operational resilience and organizational productivity and an analysis that demonstrates a positive return on investment (ROI).

A Total Cost of Ownership (TCO) analysis that ensures a full cost assessment of the current approach versus the planned cloud approach is one critical component of an ROI analysis.

Webinar participants will learn about the elements that should be included in ROI and TCO analyses. Presenters will address the following questions:

  • How are cost models for cloud and on-premise systems different?
  • What key financial and operational considerations should be included in the business case leading to a decision about whether to move to the cloud?
  • What are the components of the total cost of ownership and how do you calculate it?

There will be opportunities for interaction during the webinar via live polling, and a tailored discussion will follow the presentation. This 90-minute webinar is intended for all senior administrators interested in this issue.

This is the fourth of five free webinars in a series presented by CAUBO and CUCCIO titled Moving to the Cloud: Key Considerations. Click here to save the date for the final webinar in the series!

This CAUBO PD activity may count towards credits for accreditation programs and designations in your field. Visit the CAUBO website for more details.

Take note that registration will close at 8:00 PM ET on April 27, 2021.


Jennifer Burns
Chief Information Officer

University of British Columbia

Reporting to the Provost and Vice-President Academic, Jennifer provides leadership in ensuring the Institution’s digital capabilities meet the needs of UBC’s teaching and research community, as well as identifying opportunities to deliver efficient and effective administrative solutions. In our changing landscape, this means engaging the community in discussions and future planning aimed at leveraging emerging new technologies and protecting the community against even more sophisticated cyber threats.

Jennifer is responsible for IT delivery across all of UBC’s campuses, and is also responsible for the operation of the UBC Information Technology department and its efforts to deliver leading edge services that are relevant, robust, and readily accessible to faculty and students to support their research and teaching experience. Jennifer views technology as a strategic enabler to the University’s vision of creating an exceptional learning and research environment. Her work as AVP and CIO is guided by the values of integrity, transparency, collaboration, and excellence.

Along with overseeing the strategic vision and leadership for UBC, Jennifer also represents UBC in British Columbia’s IT leadership community, as well as those across Canada and internationally, comprised of executive leaders in Higher Education and partner organizations world-wide. An experienced leader within higher education and with an extensive background in client services and management, Jennifer is a UBC Commerce alumna, with a focus on Marketing and Entrepreneurship. She has been in management for over twenty years, fourteen of which have been in higher education IT delivery.

Mark Roman
Chief Information Officer

Simon Fraser University

Mark Roman serves as the Chief Information Officer (CIO) for Simon Fraser University and is on the Board of Directors for EDUCAUSE and BCNET. Mark has been the CIO at other Canadian universities, is a former President of CUCCIO, and was the owner of a higher education IT consulting firm.

He holds a B.Math (Computer Science) from the University of Waterloo, an MBA (Finance) from Queen’s University, is a Project Management Professional (PMP), and is working towards his Certified Information Systems Security Professional (CISSP) designation.

Growing up at the same time the computer era exploded, Mark is a product of his times. Understanding technology from the ground upwards and from the business case downwards, he has a balanced perspective of the excitement and practicalities of the information age.

Jennifer Schaeffer
Vice President, Information Technology and Chief Information Officer

Athabasca University

Jennifer Schaeffer is the Vice President, IT and Chief Information Officer of Athabasca University (AU), Canada’s Online University, the 5th-largest university in Canada serving more than 43,000 learners across 87 countries. Jennifer leads the digital transformation of AU to a Cloud & Code Campus for students, professors and researchers who are continuously innovating in digital pedagogy in online learning. Under Jennifer’s leadership, in 2018, AU became the first Canadian university to collaborate with Amazon Web Services for accredited cloud education programs, and comprehensive cloud training for all AU employees. In July 2020, AU became the first post-secondary in Canada to be fully in the cloud, migrating hundreds of AU operational systems, including its LMS and ERP systems to their secure AU cloud, powered by AWS, a first accomplished while her team worked remotely during Covid-19.

Jennifer, a dual citizen of Canada and the USA, has over 20 years of digital strategy leadership. She was AVP of University Digital Strategy at University of Alberta and while there, co-founded the spin-off Onlea.org, an award-winning Alberta EdTech company producing interactive online learning for academia and industry. Before joining the post-secondary sector in 2010, she led institutional securities digital product development, FinTech R&D, retail banking customer strategies in the USA and Canada, and founded one of the first online news distribution start-ups back in the ‘90s. Jennifer has a Masters from Yale University and Bachelors from Indiana University.

FREE CAUBO and CUCCIO Webinar Series: Moving to the Cloud: Key Considerations - Save the Dates

Save the Dates!

The reasons why an institution may want to leverage cloud-based alternatives for IT-enabled services and solutions vary as widely as the issues that must be considered when making these decisions. Legacy systems may need to be upgraded or replaced; new functionality may only be available in the cloud; or the cloud may present an opportunity to change or streamline legacy processes. Issues such as data privacy and protection, total cost of ownership, accessibility, business process and technical integration, functional support, and exit plans all need to be addressed. It’s not simply a technical decision.

To help our member institutions as they look to the cloud, CAUBO and CUCCIO have partnered to deliver a series of five webinars, each aimed at a specific aspect of the decision process, including why to move at all, assessing the risks, contract negotiations, understanding the financials, and change management. In each 90-minute session, participants will learn from their colleagues’ experiences, hear from subject matter experts, ask questions, and participate in discussions and information-sharing with the panelist and other participants.

These sessions will be free, and participants can attend any or all of them. More detailed information, including registration information, will be available after the holiday break.

Please plan to join your colleagues in 2021 to hear about and share experiences moving to the cloud. Mark your calendars for the following days/times:

Webinar 1:
Why Move to the Cloud?
Wednesday, February 3,  1:00 -2:30 PM (ET)
Webinar 2:
Assessing the Risks
Wednesday, March 10,  1:00 -2:30 PM (ET)
Webinar 3:
Contract Negotiations and Management
Wednesday, March 31,  1:00 -2:30 PM (ET)
Webinar 4:
Understanding the Financials
Wednesday, April 28,  1:00 -2:30 PM (ET)
Register Now!
Webinar 5:
Change Management
Wednesday, May 26,  1:00 -2:30 PM (ET)


Other Events of Interest

As events become available, CAUBO will provide updated listing of professional development events hosted by other organizations that CAUBO members may find to be of interest. These listings are submitted by the hosting organization and are not endorsed by CAUBO. If you are hosting an event that you would like to see listed here please contact CAUBO’s Professional Development Coordinator Kristine Serjak at kserjak@caubo.ca.

In an effort to expand professional development opportunities, CAUBO has partnered with NACUBO and its Eastern chapter, EACUBO, to offer reciprocal member pricing on events. Visit www.nacubo.org for a list of upcoming events. If you see an event you’d like to participate in, contact the Communications and Membership Coordinator for the appropriate discount code.

Webinars on PSAB’s Government Not For Profit Strategy Consultation Paper II:


Earn Accreditation Credits from CAUBO Professional Development

Members who participate in CAUBO’s professional development offerings can now ask to have them applied as credits towards some accreditation programs and designations in their respective fields. We have engaged with a number of accrediting organizations who have acknowledged CAUBO as an offeror of professional development that may be eligible for their programs.

How do I acquire my credits?

Each individual member will be responsible for assessing whether or not the PD activities you take part in are relevant to your work and/or education requirements. If you believe they are, you must file directly with the specific accreditation body to earn your credits. Generally, the receipt or email confirmation originally provided by CAUBO can serve as proof of registration. Please contact the respective organizations directly to find out more about how to receive your credits.

Which accreditation bodies are participating?

The list of accreditation programs and organizations that may provide continuing education credit for CAUBO professional development activities is below. This list may be incomplete, so if you know of others that should be added, please let us know by emailing kserjak@caubo.ca.

  • Association of Certified Fraud Examiners
  • American Society of Heating Refrigeration and Air-Conditioning Engineers (ASHRAE)
  • Association of Physical Plant Administrators (APPA)
  • Association For Supply Chain Management
  • Board of Canadian Registered Safety Professionals (BCRSP)
  • Board of Certified Safety Professionals
  • Canada’s Association of I.T. Professionals (CIPS)
  • Canadian Institute of Traffic & Transportation (CITT)
  • Canadian Payroll Association
  • CFA Institute
  • Chartered Professionals in Human Resources (CPHR)
  • CIM Chartered Managers Canada
  • CPA Canada
  • The Institute of Internal Auditors Canada
  • Institute for Supply Management in the US
  • LEED Green Associate/LEED AP
  • National Institute of Government Procurement (NIGP)
  • Ontario Public Buyers Association (OPBA)
  • Risk and Insurance Management Society, Inc. (RIMS)
  • Supply Chain Canada

If you have questions about this accreditation initiative, please contact Kris Serjak at kserjak@caubo.ca.