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.
FREE Virtual Roundtable: Treasury & Investment Survey Results and Discussion, Wednesday, Thursday, September 24, 2020, 1:00-2:15 PM ET
FREE Virtual Roundtable: Let’s Stay Connected and Informed… From a Distance
*Please note this virtual roundtable is delivered in English only*
Join us at CAUBO’s virtual roundtable for a lively discussion on topical issues identified by your Treasury and Investment colleagues across the country. In addition, two of your colleagues, Jacky Shen, Simon Fraser University, and Andrew Coward, University of Victoria will present a high level overview of the results from the Investment Survey and the Responsible Investment Survey.
Topics for discussion include;
- How has the COVID pandemic affected your institution’s asset allocation?
- Do you plan to re-evaluate your real estate allocation as more people work from home?
- How do you conduct due diligence on new managers or interact with existing managers during the COVID pandemic?
- What has your organization done well (or not so well) to keep you and your team productive and engaged during the COVID crisis?
- Does the COVID pandemic increase or decrease your thinking or plans for ESG related actions?
This session will be limited to 30 participants to ensure there is opportunity for a meaningful discussion.
FREE Webinar: Increasing Administrative Efficiency with Robotics Process Automation, September 30, 2020, 1:00-2:30 PM ET
* Please note that this webinar is delivered in English only *
Now more than ever, higher education administrators are looking for efficiency gains and seeking to answer a critical question: How can we do more with less?
To help members answer this question, CAUBO has commissioned a report that outlines how Robotic Process Automation (RPA) can be applied to optimize administrative processes. The report suggests a framework specific to higher education that can be used to identify and prioritize opportunities for automation and offers practical, real-life examples of RPA application.
Join Deloitte’s David Sloane (Director, Consulting, National Lead, Finance Robotics) and Mike Rosenblood (Director, Consulting) for a comprehensive overview of the framework, methodologies, and considerations that can be used to identify, prioritize, and manage opportunities for automation. David Dittaro, Director, Enterprise Applications at the University of Alberta and Lee Ha Lewis, Director, Research Accounting at the University of Calgary will provide practical advice and insights based on their own experiences implementing RPA at their institutions.
The presentation will cover:
- insight into how RPA can benefit VPs Administration and Finance with examples from their functions
- common practices for how to identify and prioritize opportunities, including factors to consider, automation objectives, and how to leverage an automation framework
- key success factors when implementing and starting to scale automation
- lessons learned from past projects
- case studies featuring specific PSE examples of successfully automated processes and the benefits derived
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 university vice-presidents, directors, and senior managers interested in this topic.
Take note that registration will close at 8:00 PM ET on September 29, 2020
Director, Consulting, National Lead, Finance Robotics
David is a Director in Deloitte’s Consulting Practice. David leads the Operational Finance offering and the Finance Robotics & Cognitive Automation service in Canada. David has experience working across a variety of industries including Higher Education, Energy & Resources, Telecommunications, and Financial Services. He has recent experience delivering robotics process automation initiatives with several clients – including in Higher Education – and has over 15 years of experience advising Finance leaders regarding topics including fiancé transformation, process & system improvement, performance management, merger integration and digital innovation. David has worked with a variety of technology platforms including Oracle Cloud, SAP S4, Blue Prism, Automation Anywhere, UiPath and others. David holds a MBA from Western University and a CPA, CMA designation.
Mike is a Director in Deloitte’s consulting practice, where he is focused on the public sector. He has several years of experience leading Deloitte’s intelligent automation (RPA +) practice in British Columbia and has led this capability for higher education in Canada. Mike has automation experience in all industries (public sector including higher education, financial services, insurance, and SME/private clients). With nearly 15 years of consulting experience focused on improving operations and service delivery, he specializes in enabling clients to improve service delivery and efficiency.
Mike holds a MBA from Western University, PMP certification, and a B.Ed. from the University of Victoria.
Director, Enterprise Applications
University of Alberta
David Dittaro is the Director of Enterprise Applications at the University of Alberta. Since beginning at the university in 2008, David has transformed the Enterprise Applications team by building a focus on clients, strategy and purpose, motivating his staff to think beyond the boundaries of existing solutions and building relationships with business leaders that benefit the entire institution. A respected and influential leader, David collaborates with a variety of institution leaders to deliver business solutions to meet the continuously changing and evolving stakeholder expectations and needs. He provided leadership in the development of the University of Alberta’s Information Technology (IT) governance structure and IT strategic plan, which will help overcome challenges through changes in service delivery, enabling access to data, and improving user experience through self-service and automation.
Lee Ha Lewis CPA, CMA
Director, Research Accounting
University of Calgary
Le Ha leads the Research Accounting and RPA teams at the University of Calgary. She has been part of the university’s RPA journey from the start of the initiative in March 2019 to the deployment of numerous automations within the Finance portfolio.
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 email@example.com.
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.