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

FREE Webinar: Improving Comparative Financial Analyses through Financial Dashboards - December 2, 2021, 1:00-2:30 PM ET

* Please note that this webinar is delivered in English only

Date and Time: Thursday, December 2, 2021, 1:00-2:30 PM
Target Audience: All Finance and senior administrators interested in this issue

The Université du Québec’s institutional research team, in collaboration with CAUBO, has enhanced the financial dashboards available to all Canadian universities by including student and faculty data, which are produced by Statistics Canada. These inclusions significantly increase the relevance of both inter-institutional and interprovincial comparative analyses that can now be conducted.

Using concrete examples, the following questions will be addressed during the session:

  • How can data from Statistics Canada and CAUBO help me identify universities comparable to mine?
  • How does the introduction of student and faculty data improve the analysis of revenues generated by a university?
  • Can dashboards provide me with elements of reflection in the planning of teaching staff? (Spoiler alert: Yes!)
  • Are institutional priorities for university spending comparable?
  • What data limitations do I need to be aware of in order to use this information responsibly and in “added” value mode?

This presentation will build on a pre-recorded demo of the dashboards’ design and functionalities, which will be made available to all members prior to the webinar. While it is not mandatory to view the demo in advance of this webinar, we recommend participants to do so in order to maximize their learning experience.

There will be opportunities for interaction during the webinar via a tailored discussion through a Q&A segment based on submitted audience questions following the presentation. This 90-minute webinar is intended for all senior administrators interested in this issue.

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 December 1, 2021.


Denis Marchand
Director, Institutional Research
Université du Québec

Denis Marchand received his bachelor degree from McGill in 1984 and his M.Sc. from Laval in 1988. Denis worked as a dairy cattle geneticist, and after completing his PhD courses in 1995, he started working at McGill’s Planning and Institutional Analysis Office where he became Associate Director in 2001. In 2005, he was appointed Director of the Institutional Office at Université de Montréal, and in 2007, he joined the Université du Québec’s head office. He has been both Vice-Chair and Chair of the G13 (now known as U15). His work is mostly oriented towards the creation of comparative performance and management indicators. The Université du Québec Institutional Research Office has developed a comprehensive review of Québec universities, and was able to include national and North American indicators in such areas as student graduation, faculty statistics, research income and productivity as well as university expenditure. These indicators have been incorporated in a BI tool.

FREE CAUBO and CUCCIO Webinar - Fighting the Good Fight: Using a Risk Based Approach - December 9, 2021, 1:00-2:30 PM ET

* Please note that this webinar is delivered in English only

Date and Time: Thursday, December 9, 2021, 1:00 – 2:30 PM ET
Target Audience: Senior Administrators interested in this issue

Universities, like all other organizations, must make informed decisions and appropriate investments when it comes to cybersecurity programs. Effective investments in cybersecurity should be informed by an assessment of the institution’s overall cyber risk posture and most critical cyber risks. The same rigour and diligence applied to risks that are more familiar, such as student safety, must also be applied to cybersecurity. Yet, the cyber risk profile of a university can be significantly complex.

This webinar will present a case study of Wilfrid Laurier University’s journey to develop an Enterprise Risk Management program. The presentation will highlight how Laurier has tackled the challenge of assessing cyber risk and prioritizing investments, and how this risk is reviewed as part of their overall risk matrix.

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

This is the first in a series of five free webinars presented by CAUBO and CUCCIO titled Fighting the Good Fight: Cybersecurity in Higher Education. Participants can attend any or all of the webinars. Click here to reserve the dates/times in your calendar!

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 December 8, 2021.


Nela Petkovic
Chief Information Officer
Wilfrid Laurier University

Nela Petkovic joined Laurier as a Senior Systems Analyst and has since served in a number of progressively responsible roles, culminating in her 2014 appointment as CIO. In her capacity as CIO, she has helped shape ICT at Laurier through the creation and implementation of a 5-year strategic plan for the department, as well as the establishment of a formal ICT governance structure and the realization and adoption of a university-wide cloud policy. Nela has been chairing the Operational Risk Management Committee (ORMC) at Laurier since 2018.

Nela holds a Master of Science in electronic engineering and is a designated Project Management Professional (PMP ®). Nela sits on the CUCCIO (Canadian University Council of Chief Information Officers) Board of Directors, Co-chairs ON-CHEC (Ontario Cybersecurity Higher Education Consortium) Steering Committee and in 2021, has joined CANARIE’s (Canada’s National Research and Education Network) Cybersecurity Technical Committee.

Stacey Smith
Manager of Enterprise Risk and Insurance
Wilfrid Laurier University

Stacey Smith joined Laurier in August 2020 as the Manager of Enterprise Risk and Insurance. In her role, she is responsible for providing direction and oversight to the development and administration of an enterprise risk management program that identifies, analyzes and responds to institutional risk exposure. Additionally, she leads and coordinates Laurier’s corporate insurance program, ensuring the appropriate terms, coverage and operational risk management strategies are in place.

Stacey completed her BSc in Environmental Science as well as her MSc at the University of Guelph and is a graduate of the Advanced Agricultural Leadership Program. In 2020, she completed her Risk Management Certificate through the Insurance Institute of Canada and obtained her Canadian Risk Manager Designation from the Global Risk Management Institute.

FREE Webinar - Responsible Investing: An Analysis of Investment Policies at Canadian Universities in an International Context - December 15, 2021, 1:00 – 2:30 PM ET

* Please note that this webinar will be offered in English and is open only to employees of Canadian universities and colleges or Higher Education associations.

Date and Time: Wednesday, December 15, 2021, 1:00 – 2:30 PM ET
Target Audience: University vice-presidents, treasurers, chief investment officers, directors and senior managers of investments and finance

Canadian universities face many challenges regarding Responsible Investing (RI) inclusion in the Statement of Investment Policies and Procedures (SIPPs), which may negatively impact their RI integration system wide. This webinar will focus on developing effective RI practices and policies for university investment professionals. The webinar will also present findings from recent research on RI perspectives and practices at Canadian universities to build on previous research on this topic.

The presenters will discuss how to incorporate specific RI positions and statements within SIPPs, including effective delegation, community engagement and review, RI policy integration, and policy review cycles by drawing on international policies on RI inclusion for recommendations, along with examples from successful domestic and international SIPPs.

There will be opportunities for interaction during the webinar via live polling, and a Q&A session with our academic and practitioner experts will follow the presentation.

This 90-minute webinar is intended for university finance and investment professionals, however administrators and researchers interested in RI may also find value in participating.

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 December 14, 2021.


Brandon Dickson
Graduate Student
Balsillie School of International Affairs

Brandon Dickson is a SSHRC funded graduate student in Global Governance at the Balsillie School of International Affairs in Waterloo, Ontario. He holds an Honours BA in Political Science and English, and a Bachelor of Education from Western University. Brandon’s research focuses on educational legitimacy and resiliency in international comparative contexts. Brandon has worked as a research assistant in the education field since 2017 on projects related to higher education governance, mathematics education, and data science education. His academic contributions include peer-reviewed contributions to journals such as Policy Reviews in Higher Education and the Journal of Professional Capital and Community as well as numerous national and international conferences on education. Brandon has also received institutional, provincial and national scholarships and awards for his contributions to education research.

Deidre (Dee) Henne
Chief Financial Officer and Assistant Vice-President of Administration
McMaster University

Dee is a well-respected leader with in-depth strategic financial planning, investment management, pension administration, treasury, contract negotiation, risk management and human resource expertise. Dee is an active researcher focused on responsible investing, modern fiduciary duty, effective RI delegation in policies and procedures for investment consultants and managers, divestment activism, the social license construct, and more. Dee is engaged on many Canadian higher education studies with co-PIs from Western University.

Prior to her role at McMaster, Dee held a number of positions at Hamilton Health Sciences (’02-11), Canada’s second largest academic health sciences centre, finishing her tenure as Chief Operating Officer (COO) of the Population Health Research Institute. Dee graduated from McMaster University in 1999 with a Bachelor of Commerce Degree and articled with Ernst & Young LLP obtaining her Chartered Accountant designation in 2001. In 2009, she was recognized as an Ivey Scholar, when she completed her executive Masters of Business Administration at the University of Western Ontario.

Dee has a reputation for instilling confidence, interest and engagement in people, and she also enjoys her career while raising her five boys and daughter with her husband Sevren in Hamilton, Ontario.

Donna Kotsopoulos
Professor and Dean of the Faculty of Education
Western University

Donna Kotsopoulos is a professor and the Dean of the Faculty of Education at Western University, London, Canada. Her research explores policy and pedagogy in higher education, including leadership, academic program prioritization, and responsible investing. Her research has been extensively funded by SSHRC and NSERC. She is the secretary general of Senior Women Academic Administrators of Canada. Her contributions to the post-secondary sector have been recognized with numerous awards including the prestigious Fields Fellow from the Fields Institute for Research in Mathematical Sciences, an Ontario Confederation of University Faculty Associations Teaching Award, and more recently a John and Gail MacNaughton Prize for Teaching Excellence.

Srikanth Ramani
Professor, Finance
Huron University College, Western University

Dr. Srikanth Ramani (Ram) received his Ph.D. in finance from the Richard Ivey School of Business and a M.Sc. in finance from University of Illinois. Prior to his role at Huron University College, he was assistant professor of finance at the University of New Brunswick, Saint John, Canada. Ramani actively researches various topics in corporate finance, responsible investing, ESG investing, mutual funds, and textual analysis. He has multiple research publications in journals such as Journal of Business Ethics and Policy Reviews for Higher Education (forthcoming), and a publication for the Canadian Association of University Business Officers. Ramani’s research has received funding through SSHRC and has been recognized by presentations at numerous Canadian and international conferences.

FREE CAUBO and CUCCIO Webinar Series: Fighting the Good Fight: Cybersecurity in Higher Education - Save the Dates!

Save the Dates!

Universities continue to make significant effort toward addressing and improving their cybersecurity posture. From adopting best practice frameworks and approaches, measuring progress and benchmarking results to leveraging shared services, institutions are fighting the good fight. However, cybersecurity remains a long-term and difficult challenge.

To help our member institutions face this challenge, CAUBO and CUCCIO have partnered to deliver a series of five webinars from December 2021 to May 2022. Topics to be covered include:

  • Assessing cyber risks to inform cybersecurity investments
  • Tools and services for measuring progress
  • Insight or consideration when navigating the unique challenges of higher ed
  • The cyber-insurance challenge
  • Types of services and support available both regionally and nationally to help institutions strengthen their individual cybersecurity programs.

In each 90-minute session, participants will learn from their colleagues’ experiences, hear from subject matter experts, have the opportunity to ask questions, and participate in discussions and information-sharing with the panelist and their peers.

These sessions will be free, and participants can attend any or all of them. More details, including registration information, will be available in early November.

Please plan to join your colleagues over the next six months to hear about and share experiences regarding cybersecurity on our campuses.

Reserve the following dates/times in your calendar:

Webinar 1:
Fighting the Good Fight Using a Risk Based Approach
Thursday, December 9, 2021, 1:00 – 2:30 PM (ET)
Webinar 2:
Navigating the Unique Challenges of Higher Education
Thursday, January 20, 2022, 1:00 – 2:30 PM (ET)
Webinar 3:
Fighting the Good Fight Using Data Informed Strategies
Thursday, March 3, 2022, 1:00 – 2:30 PM (ET)
Webinar 4:
Cyber-Insurance: Do We Need It/Can we Get it?
Thursday, April 14, 2022, 1:00 – 2:30 PM (ET)
Webinar 5:
Fighting the Good Fight Using Shared Services and
Sector Based Tools
Thursday, May 26, 2022, 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.

CANARIE Summit 2021 – Stronger Together: Rethinking Cybersecurity, November 16 – 18, 2021, 1:00-4:00 PM ET each day

Public Sector Accounting Board (PSAB): Exposure Draft “Employee Benefits, Proposed Section PS 3251”

  • WebinarWatch the recorded webinar to learn about the key proposals in PSAB’s Exposure Draft “Employee Benefits, Proposed Section PS 3251.”.

Mental Health and Well-being Research and Training Hub (MeWeRTH)
– offering two non-credit Spring Seminars on mental health and well-being (Carleton University)


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.