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 past events.

Upcoming Events

Free Webinar: Reporting Quality Performance Measures – Learn about Best Practices for Preparing non-GAAP and Operational Measures - October 30th, 12:00 - 1:00 PM EDT

Date and Time: October 30th, 12:00-1:00 PM EDT

Target Audience: Senior Management as well as all levels of Finance involved in developing, overseeing and reporting performances measures. Cross-functional groups would also be interested, including audit or those in operations who use/provide operational measures that are reported externally.

A university and other entity’s ability to raise funds, perform and maintain its reputation can be at risk when performance measures reported, or key performance indicators, are not of quality. Learn how you can help improve the quality of performance measures by leveraging the Accounting Standards Board’s (AcSB) Framework for Reporting Performance Measures.

The Framework was developed after considering feedback from over 350 stakeholders across the globe. The best practices in the Framework encourage conversations and actions to report performance measures that are more consistent, comparable and transparent as lenders and other resource providers need quality information to allocate resources to profit and not-for-profit entities.

This webinar will provide insights into how the Framework can help:

  • select a relevant performance measure;
  • establish policies and procedures to develop a measure;
  • size the effort so the benefits exceed the costs; and
  • communicate effectively.

Linda F. Mezon, FCPA, FCA, CPA (MI), CGMA
Chair, Accounting Standards Board

Linda F. Mezon is the Accounting Standards Board (AcSB) Chair and has served in this capacity since July 1, 2013. Linda’s experience as a standard setter began in 2004 as a volunteer AcSB member. Her time with the Board includes the period encompassing the adoption of IFRS Standards and development of separate sections of the CPA Canada Handbook – Accounting for private enterprises and not-for-profit entities.

She is a frequent speaker on topics related to financial reporting, able to represent both the standard setter and preparer points of view.

Prior to her appointment as Chair, Linda was the Chief Accountant at the Royal Bank of Canada (RBC), responsible for the interpretation and application of IFRS Standards and U.S. GAAP. Before RBC, Linda held other senior positions in industry and has four years of experience in public accounting. In regard to her not-for-profit experience, Linda is Chair of the Board of Directors of the Toronto Rehabilitation Institute Foundation.

Linda was named a fellow of the Institute of Chartered Accountants of Ontario in 2013, is a Certified Public Accountant (Michigan) and Chartered Global Management Accountant (CGMA), holds a BA in Accounting from Michigan State University and an MBA from the University of Detroit.

Professor Steve Fortin, PhD, CPA, CA, ICD.D
Member, Accounting Standards Board

Steve Fortin was appointed to the Director role for the School of Accounting and Finance at the University of Waterloo in September 2018. A graduate of the University of Waterloo (PhD – 2000) and the Université du Québec à Rimouski (BBA Accounting – 1992), his research is published in multiple academic and practitioner journals, including the prestigious Journal of Accounting and Economics and Contemporary Accounting Research.

Prior to joining Waterloo, Steve was a faculty member at McGill University for 19 years, serving terms as Associate Dean Undergraduate Programs, Academic Director of the MBA and Associate Dean Masters programs. An accomplished teacher and academic administrator, he taught in multiple programs at McGill and in industry, from undergraduate to PhD, in degree programs and executive courses. Steve has received multiple awards over his career for academic excellence, teaching excellence and for his service.

Steve was appointed to the AcSB in April 2017. He is a CPA in both Québec and Ontario and a member of the Institute of Corporate Directors.

University Culture and Governance Online Course, November 05 - December 12, 2019

Registration Fee for Members: $550
Registration Fee for Non-Members: $660

Course Description

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

This course provides a comprehensive overview of university culture and governance. The objective is to help administrators, new and established, to better understand the university context and work more effectively and efficiently within the unique university environment.

Among the longest standing institutions in the world, universities adhere to fundamental principles and values that have been championed by academics from the earliest of times.  Those principles and values continue to shape the modern university and contribute to an environment that is substantially different from that encountered in private or public sector organizations.  To be effective in a university, it is essential that administrators understand and respect these values and principles and adapt their practices accordingly.

The unique nature of universities and the academic culture impact how administrators work, interact with individuals, consult, bring forward ideas or plans for review or approval and implement new initiatives. They are experienced by all administrators whether in academic units, central services, student services or ancillary services.

For the complete information including registration details, please visit: https://www.caubo.ca/knowledge-centre/learningevents/online-education-courses/.

Cancellation/Substitution Policy for online courses

Cancellations must be received in writing five (5) or more business days before the course start date and are subject to a $50.00 processing fee. Refunds will be processed within 30 days after the event. Refunds will not be granted after the registration deadline (5 business days before the start date).

Substitutions must also be received five (5) or more business days before the course start date. Only one substitution is permitted per original registrant with written consent. To request a cancellation or to make a change please send an email to the Event Coordinator at kserjak@caubo.ca.

2019 FBS Annual Conference, November 6-8, Toronto, ON

Free Webinar: Hiring for Social Impact: HE Leadership in Diversity Recruitment and Retention - November 20th, 12:00 - 1:00 PM EST

Date and Time: Wednesday, November 20th, 12:00-1:00 PM EST

Target Audience: Senior Management (Human Resources and associated cross functional groups)

As universities and colleges strive to maximize their social impact, it is incumbent on them to create an environment where all employees and students can thrive, regardless of their country of origin, visible or invisible disability, gender expression, sexual orientation, or race.

This environment is not merely one that is free of discrimination; it is one where the individuality of every person is celebrated for their unique value, where every person feels at home, and all voices are valued. Building this kind of environment cannot happen organically. It takes intention and deep, sustained commitment.

Universities and colleges across Canada have been implementing progressive policies and actions that constitute important steps toward developing these work environments.

Join us for this informative, practical and interactive webinar with leaders at Calgary, McMaster, and Sheridan College who are championing progressive hiring practices. Hear how they engaged different institutional members, developed their equity plans, and continually bring these commitments into reality to diverse and inclusive workplaces.

Note: This webinar is the second in the new Social Purpose Administration and Finance Webinar Series, brought to you by the McConnell Foundation and CAUBO. More information on the Social Purpose Administration and Finance project is available at this link.

Coro Strandberg, President, Strandberg Consulting

Coro Strandberg is the Social Purpose Advisor to RECODE, a project of the McConnell Foundation. She is the author of the highly acclaimed white paper commissioned by SFU and the McConnell Foundation and published in 2017: Maximizing the Capacities of Advanced Education Institutions to Build Social Infrastructure for Canadian Communities. Since the launch of the white paper, she has been helping McConnell and CAUBO advance social purpose administration and finance within the post-secondary sector. She is also a nationally recognized independent consultant and thought leader advising business, government, industry and professional associations on strategies to accelerate social and environmental innovation in Canada. She specializes in sustainable governance, finance, risk management and procurement. She won an award as the top corporate social responsibility consultant in Canada in 2015 for her impacts.



Dr. Jane Ngobia, Vice President Inclusive Communities, Sheridan College

Dr. Jane Ngobia is the Vice President for Equity, Diversity and Inclusive Communities at Sheridan College. Jane has held progressive leadership positions in higher education both locally and abroad. She has a solid record of accomplishment in the development of administrative policies and procedures to promote an inclusive learning, teaching and working environments. Jane has served as a Chief Diversity Officer, implemented a human rights complaint system, launched pan-institutional initiatives to ensure employment equity and accessibility for persons with disabilities, and established the first-ever International Student Centre at the University of Toronto at Mississauga. Jane has published in The Canadian Journal for Scholarship of Teaching and Learning and has presented at the Canadian Association of College and University Student Services. She also currently serves as Treasurer of the Canadian Association for the Prevention of Discrimination and Harassment in Higher Education.


Dr. Arig al Shaibah, Associate Vice-President, Equity and Inclusion, McMaster University

Dr. Arig al Shaibah is McMaster University’s inaugural Associate Vice-President (Equity and Inclusion) and she is also an adjunct professor in the Department of Sociology at McMaster.

Arig oversees the Equity and Inclusion Office, which includes: the Human Rights & Dispute Resolution Program; the Accessibility, Equity and Inclusion Education Programs; and the Sexual Violence Prevention & Response Program. Arig is also the senior-most executive responsible for championing and leading the development and implementation of institution-wide strategic EDI priorities at McMaster.



Nicole Wheeler, Manager of Talent Acquisition, University of Calgary

Nicole is an HR Leader with a background in change management, coaching, experiential learning, career development and human resources. As Manager of Talent Acquisition at the University of Calgary, she was involved in the development and implementation of the University’s Indigenous Strategy. She also manages the employment equity program and is involved in the CRC EDI plan development and implementation.




Workshop: Cybersecurity in Higher Education: Preparing and Improving to Mitigate Risk, November 27-28, Montreal, QC

Co-hosted by CAUBO and CUCCIO
November 27-28, 2019
Montreal, QC

Institutions across the country are actively attempting to defend themselves against cyber threats, which are constantly increasing in number and level of sophistication. Just how prepared are we? And how do we know we are improving? This workshop will focus on the activities required to assess and improve our individual and collective cybersecurity postures.

Preparedness will be discussed from the following perspectives:

  • Can preparedness be measured?
  • What preventative actions should be taken at the institutional level? Which are best achieved in collaboration with others?
  • What levers do post-secondary institutions have to enhance their preparedness? What role do policies and the control environment play in increasing compliance and ensuring accountability? What are the barriers?
  • Can information be shared in ways that enhance preparedness, yet do not impact privacy and other considerations? What are the boundaries of open communication?
  • What role does insurance play? What are the options?

This workshop will provide an opportunity to learn from your peers, hear about and provide input on the many initiatives at play at the regional and national level and, most importantly, share tips, tools (e.g., sample policies), and experiences to take back to your institution and support your preparedness.

Registration Fee for Members: $600
Registration Fee for Non-Members: $700


The complete agenda can be found here.


This workshop will be of interest to the various stakeholders who are responsible for ensuring that their institutions are well-prepared to face cybersecurity threats, including vice-presidents, CIOs, CISOs, risk managers, and internal auditors. Cross-functional teams are strongly encouraged to participate.


Hôtel Le Crystal
1100 de la Montagne, Montréal, QC H3G 0A1

Discover a 5-Star boutique hotel in the heart of the city center, which will charm you with its chic but relaxed atmosphere and its human touch.

Being the nearest hotel from Bell Center – Montréal’s premier sports and entertainment destination – Hôtel Le Crystal Montréal is the perfect pied-a-terre with the chic, urban energy of its surroundings.

The following room rates have been negotiated at the Hotel for single and double occupancy (subject to room availability):

Loft Suite
$199.00 per night, CAD +taxes

Extra person charge (3rd and 4th person) sharing a room is $40.00 CAD per person, per night.

These rates will be offered 2 (two) days prior and 2 (two) days after the meeting dates, subject to availability of rooms at the time of reservation.

Reserve by calling: 1-877-861-5550

Please refer to the group name (CAUBO Group) when making your reservation by telephone in order to obtain these special rates.

The cut-off date for reserving rooms in the CAUBO room block is October 29, 2019. Reservation requests received after this date will be based on availability at the hotel’s prevailing rates.

Cancellations must be made before 3PM at least 24 hours prior to arrival date, in order to avoid the first night fee and taxes to be charged.

CAUBO 2020 Annual Conference, June 14-16, 2020, Toronto, ON

From June 14-16, 2020, the Annual CAUBO Conference takes place in Toronto, hosted by the University of Toronto.

The annual conference is CAUBO’s flagship professional development event. It brings together Canadian university administrators working in a variety of functional areas including finance, human resources, treasury, procurement, facilities, internal audit, risk management and IT.

Conference sessions focus on trends and hot topics in higher education administration in order to send delegates home with best practices and information they can put to use immediately. There are also multiple social and networking opportunities where attendees can connect with friends and colleagues while they enjoy great food and entertainment.

CAUBO has secured a room block at the Westin Harbour Castle, Toronto. Hotel rooms are sure to book quickly – Reserve early to make sure you get to stay in the official conference hotel!

When planning this year’s budget for travel and professional development, be sure to put CAUBO 2020 on your list!

Visit the CAUBO 2020 website for the latest updates as they become available.


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 Associate Director Tamara Nemchin at tnemchin@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.

Social Purpose Administration Workshop – hosted by Saint Mary’s University, Halifax, NS - November 8th, 2019 1:00 – 4:00 PM

This workshop is an outcome of the highly acclaimed white paper on Maximizing Capacities of Advanced Education Institutions to Build Social Infrastructure – a joint initiative of the McConnell Foundation and CAUBO.

Hosted by Saint Mary’s University at the CLARI institute, this free cross- institutional professional development and strategy workshop will focus on the opportunities and benefits of applying a social innovation / impact lens to existing and future administration and finance priorities and projects.

Participants will:

  • Better articulate your organizations social purpose
  • Identify opportunities to advance your organizations social purpose through the tools of administration and finance
  • Learn new strategies for future-proofing your organization
  • Understand how to generate more value from traditional roles
  • Share best practices, network with peers and stay abreast of trends and developments in the profession and the post-secondary sector

November 8th, 2019 1:00 – 4:00
No cost to participants

CLARI institute at Saint Mary’s University (3rd floor, Patrick Power Library)
Please RSVP to jane.mulatz@smu.ca by October 18th, 2019