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

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

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.

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.

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

*Please note this webinar is delivered in English only*

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.

Facilitator:
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.

 

Speakers:

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

Thank you for your interest in the upcoming workshop presented by CAUBO and CUCCIO on Cybersecurity in Higher Education: Preparing and Improving to Mitigate Risk, to be held on November 27 and 28, 2019 in Montreal. Registration for this workshop is now closed as we have filled all available spaces.

Click here to join the waiting list now. Please be sure to include your full name, title, institution, and contact information. We will contact you if any spots open up. Thank you.

*Please note this workshop is delivered in English only*

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

SCHEDULE

The complete agenda can be found here.

WHO SHOULD ATTEND?

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.

ACCOMMODATIONS

Hôtel Le Crystal
1100 de la Montagne, Montréal, QC H3G 0A1
877-861-5550
Website

Please note that the CAUBO room block is currently sold out. All new reservation requests received will be based on availability at the hotel’s prevailing rates.

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.

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.

Free Webinar: Strategic Procurement Webinar Series - Moving Towards Strategic Procurement (Session 1) - December 4th, 12:00 - 1:30 PM EST

*Please note this webinar is delivered in English only*

Date and Time: Wednesday, December 4th, 12:00-1:30 PM EST

Target Audience: Senior Procurement Management (associated cross functional groups like senior administration responsible for procurement, human resources and finance would also benefit)

What Does a Strategic Approach to Procurement Look Like?

Strategic Procurement has been a topic of active discussion in many business sectors in recent years. What does this movement mean for higher education and what does it really look like?

This webinar, the first of a four session series, will build on last year’s Procurement Pre-Conference session Building Leadership Capacity in the Higher Education Sector – Positioning Procurement as a Strategic Team Player.

Observations and experiences, from 3 university executives, will be shared from both a senior administrative as well as operational perspectives. Additionally, a procurement recruitment specialist will also weigh into the mix to talk about the current workplace demands for different skill sets and how these needed skills can be used to promote a strategic workplace.

Topics that will be explored include:

  • What are the attributes of a tactical vs. strategic approach?
  • What value can strategic procurement bring?
  • How to fast track the development of required skills?
  • Making the transition from tactical to strategic procurement
  • What does success look like at McGill University and the University of Saskatchewan

Participants will hear real experiences and will gain some practical ideas to use in their respective workplaces. There will be opportunities for interaction in the webinar through live polling and for a tailored discussion in a Q&A segment based on submitted audience questions following the presentation.

This webinar is directed towards procurement directors, managers and operational staff. Senior administration responsible for procurement, finance and human resources may also realize benefits in participating.

Moderator:

Gwen Toole
Community Practice Leader, CAUBO Procurement TLAG

Gwen Toole is the former Director of Purchasing Services at the University of Saskatchewan and former Chair of the CAUBO National Procurement Committee. Her purchasing/supply management career spans over 37 years in the public and corporate sectors including post-secondary education, mining, electronics manufacturing, construction, media advertising and the hospitality industry.

In 2012, Gwen received the Ken Clements Distinguished Administrator Award for her leadership, commitment and contributions to her institution, her profession, CAUBO and the Western Universities Supply Management Association (WUSMA). Upon retirement, she was recognized by Supply Chain Canada (formerly known as the Purchasing Management Association of Canada) with an Honorary Life Member Award.

 

Presenters:

Ed Kane
AVP, University Services
Carleton University

Ed Kane is a senior leader at Carleton University and within the Finance and Administration division in his capacity as Assistant Vice-President (University Services), a position he has held since 2004. University Services is made up of 11 units with a wide range of services from dining to student and guest services, housing, and all purchasing on campus. He also oversees the ancillary budget of over $121-million.

As an experienced Assistant Vice-President, Ed is a key member of the executive strategy planning team at the university. He is also involved beyond the campus in a number of organizations. Currently, he is a member of the Board of Governors for Excellence Canada, and is the Chair of the Professional Development Committee for the National Association of College Auxiliary Services. In 2017, Ed received the Dr. Wright L. Lassiter Jr Legacy Award for his leadership, commitment to volunteerism and community service.

Tim Moore
President
Tim Moore Associates, Supply Chain Recruiters

Tim directs Tim Moore Associates, one of Canada’s leading search firms focusing solely in the recruitment of Supply Chain professionals; representing over 25,000 practitioners-from both the public and private sectors. Since 1996, Tim has worked with over 3000 of Canada’s top firms – coast-to-coast, requiring procurement and supply chain professionals for assignments across Canada, the U.S., U.K, Europe, Russia and Bermuda.

Tim managed the Supply Chain function of several international firms prior to joining the Purchasing Management Association of Canada (pre Supply Chain Canada). Tim has the distinction of holding two roles at PMAC including National Director of Membership Services, and eventually National Director of Education Services, involved with the Supply Chain training and accreditation processes.

Tim has received appointments to the Accreditation Review Panel of the Canadian Supply Chain Sector Council, the Program Advisory Committee for graduate studies at Sheridan College, as well as reviewed and made recommendations for the National Occupation Codes (NOC) related to Supply professionals for the Federal Government. As a Certified Association Executive (CAE), Tim served as a Course Marker for its Association Management Education (AME) program.

Tim speaks, consults, and mentors on a wide range of topics including hiring processes, resume design, social media, personal branding and ethics – plus much more, all with the modern supply chain professional in mind.

Richard LeBlanc
Director, Enterprise Procurement
University of Saskatchewan

Richard LeBlanc is a dedicated procurement leader with the University of Saskatchewan and he has been their Director of Enterprise Procurement since January 2018. He is currently leading a major transformation initiative to modernize the university’s procurement and materiel management functions with a goal of enhancing the customer experience while delivering streamlined processes, savings and increased collaboration across the institution.

Prior to joining the university, Richard spent almost 15 years in the federal government with several different departments including Fisheries and Oceans Canada/Canadian Coast Guard, Shared Services Canada, Treasury Board and the Department of National Defense. In that time, he was part of the leadership team that helped create the procurement function of a new federal department, he acquired the government’s first comprehensive electronic procurement system and he managed a wide variety of contracts covering the full spectrum of government operations.

François Pouliot
Director & Contract Rules Compliance Monitor, Procurement Services
McGill University

François started working in procurement 27 years ago as a summer student at Bombardier Aerospace in Montreal. After he completed his studies in law and industrial relations, François joined the company as a permanent employee working in product support, new projects and eventually commodity sourcing. He transferred to the company’s mass transit division in the role of director of strategic sourcing of systems for the North American market of the division. For personal reasons, he left the company after 14 years and focused his efforts as a part-time procurement consultant to small and medium business enterprises who were hoping to make a name for themselves, as well as working with large manufacturers.

In June of 2011, François joined McGill University in the capacity of director of procurement services, and has been able to use lessons learned from prior experience, to implement the best possible service delivery model to internal clients.

Free Webinar: Emerging Tax Issues on Course Offerings - December 10th, 12:00 - 1:00 PM EST

*Please note this webinar is delivered in English only*

Date and Time: Tuesday, December 10, 12:00-1:00 PM EST
Target Audience: Senior Management (Finance, Taxes, Internal Audit)

Universities across Canada continue to grow and expand the many facets of their operations within and outside Canada. When extending their functions to jurisdictions outside of Canada, universities must consider income tax and indirect tax issues for the personnel involved in the activity and for the institution as a legal entity, both in Canada and in the foreign country where the activity takes place.

This CAUBO tax webinar will feature Barry Travers and Jennifer Boychuk, Tax Partners with KPMG, who will focus on two key issues arising from emerging trends in HE related to course offerings by Canadian universities.

The first emerging issue relates to tax reporting requirements that could arise with the offering of online courses outside of Canada. In particular, the presenters will highlight foreign filing requirements, GST/HST, VAT, withholding tax, and operational considerations that Canadian institutions face when hosting an online course for participants residing outside of Canada. The discussion will be illustrated with real-life scenarios and examples.

The second emerging issue is the offering of continuing studies courses, highlighting specific examples of tax authority issues raised by recent CRA/MRQ audit activity. The tax experts will discuss unique course-offering arrangements, GST/HST implications, taxable benefit concerns for employees, and other real-life reporting issues.

Moderator:

Paul Farrelly
Tax Manager
The University of British Columbia

Paul is a Bachelor of Commerce graduate of The University of British Columbia.  He is a CPA, CA with over thirty years of full-time tax experience, mainly in public practice with Big 4 firms, including five years with the Canada Revenue Agency in the Audit and Appeals Divisions.  Paul has been Tax Manager for The University of British Columbia since 2014.

 

 

Presenters:

Barry Travers, FCPA, FCA
Partner, National Leader, Public Sector Tax
KPMG LLP

Barry is a Partner and the National Leader of the Public Sector Tax Practice, and is based in Toronto.

Barry was admitted as a partner in our Halifax office in 1992 and was the Partner-in-Charge of the Atlantic Canada Regional Indirect Tax Practice prior to his transfer to develop the overall Regions tax practice in Western Canada. Barry also acted as Business Unit Leader for the Tax Practice in Regions West until October 2015 when he moved to the Toronto office to take up his current role as National Tax Leader for Public Sector Tax.

Barry utilizes his corporate tax planning skills to develop structural planning solutions for organizations in the public sector that are designed to optimize their position from an income tax, indirect tax and financing perspective. Barry is the lead tax service provider for many of the leading public sector organizations in Canada with a specific emphasis on municipalities, Universities and hospitals.

Jennifer Boychuk, CPA, CGA
Partner, National Indirect Tax
Public Sector Indirect Tax
KPMG LLP

Jennifer has over 15 years of Indirect Tax experience and has been working with KPMG since 2006. Jennifer has significant experience in managing large audit projects and understands thoroughly the CRA audit process. She specializes in the Public Sector environment as part of the National Public Sector Tax team. Jennifer’s vast experience in the Public Sector environment and knowledge of the indirect tax issues affecting the organizations allows her to provide comprehensive support to the organizations as a whole. This includes advising on complex technical issues, identifying key tax risks, identifying significant indirect tax savings, and performing Indirect Tax training to organizations to ensure compliance with legislative changes. , Jennifer’s clients include Universities, Colleges, Technical Institutes, Charities, Not for Profit, and Municipalities across Canada.

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