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: Unveiling the Hidden Impact of Scope 3 in University Supply Chains - February 22, 2024, 1:00-2:30 PM ET

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

Date and Time: Thursday, February 22, 2024, 1:00 – 2:30 PM ET
Target Audience: Procurement, facilities, risk management, sustainability, and finance senior administrators

Many Canadian universities have committed to carbon neutrality, and most have a good understanding and quantification of their direct (Scope 1) greenhouse gas (GHG) emissions and indirect emissions from their energy purchases (Scope 2). Meanwhile, the GHG emissions associated with university supply chains, including those generated by the acquisition of goods, services and construction projects may be the elephant in the room, potentially representing more than ten times Scope 1 and 2 emissions.

Colleagues from Simon Fraser University, Université de Montréal and McGill University share their experiences as they have recently embarked on the adventure of exploring and quantifying these emissions for their respective institutions. In this session, they will share their journeys – why they embarked on this project, what tools and resources they use, and their assumptions. They will discuss their challenges, what obstacles they have encountered, their findings, and their reflections on what they would do differently.

This session will be useful to higher education Senior administrators in procurement, sustainability, facilities, risk management, or finance, interested in deepening their understanding of Scope 3 emissions, and related quantification methodologies.

There will be opportunities for interaction in the webinar for a tailored discussion in a Q&A segment based on submitted audience questions following the presentation.

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


Mary M. Aylesworth
Director, Financial Operations
Simon Fraser University

Mary is the Director of Financial Operations at Simon Fraser University. She is responsible for Procurement Services, Payment services, and Payroll. She is a leading voice for Sustainable Procurement in higher education in British Columbia and active member of CASPAR, CAUBO’s Canada-wide Inter-University Working Group on Sustainable Procurement.
Thierry Gras Chouteau
Climate Change Advisor, Sustainable Development Unit, Vice-Rectorate of Administration and Finance
Université de Montréal

Thierry is the Climate Change Advisor at the Université de Montréal. Thierry is responsible for the carbon quantification of the institution, the strategy for reducing its carbon footprint, and the development of digital tools for sustainable development data management.

Stéphanie H. Leclerc, Program
Manager, Sustainable Procurement, Procurement Services
McGill University

Stéphanie is the Program Manager for Sustainable Procurement at McGill University. She is PhD Candidate in the McGill School of Urban Planning, and the Co-Chair of CASPAR, CAUBO’s Canada-wide Inter-University Working Group on Sustainable Procurement.


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.

Virtual Roundtable: Resource Allocation and Budget Models - February 29, 2024, 1:00-2:30 PM ET

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

Date and Time: Thursday, February 29, 1:00-2:30 PM ET

CAUBO’s Resource Allocation Survey, released in September 2023, reveals that close to half of participating institutions are considering or have already implemented a change in budget model. Revisions to budget models are often undertaken in order to increase budget transparency, incentivize revenue growth, and provide better links between resource allocation and the strategic plan. However, these goals can easily be sidetracked if such revisions are not carefully planned.

Join us in this 90-minute session for a recap of key insights gleaned from the survey report presented by Elizabeth Taylor, CAUBO’s Senior Analyst, and hear from representatives of three institutions who will briefly present lessons learned on their budget modeling journeys. Then, engage with your peers in a discussion of key questions such as:

  • How strategic are formula-based budget resource allocation models?
  • What conditions must be in place to ensure that models remain flexible in times of fiscal constraint?
  • What are the unintended consequences of growth-based incentives?

This invitation is being extended to the VP Finance & Administration (or equivalent) and to one senior finance member per institution. The session will be limited to 50 participants to ensure there is opportunity for meaningful discussion.

Please RSVP to events@caubo.ca by February 27, 2024, to secure your spot and receive the meeting invite and login details. Registrations will be confirmed on a first-come basis until all seats are filled.

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


Shelley Hopkins
Executive Director, Financial Planning and Budgeting
University of Manitoba

Shelley Hopkins is currently Executive Director, Financial Planning and Budgets at the University of Manitoba, where she brings valuable insights and experience from previous roles at Winnipeg Regional Health Authority and EDS Technologies. Shelley holds a CMA in accounting with the Society of Management Accountants, and possesses a robust skill set that includes healthcare, quality improvement, hospitals, EMR, healthcare information technology and more.
Daniel Therrien
Associate Vice-President, Integrated Planning
Concordia University

Daniel Therrien is Associate Vice-President of Integrated Planning at Concordia University, where he oversees a coordinated approach to data analytics and forecasting to support data-informed decision-making. As the university’s chief data officer, he collaborates with senior leadership to build on existing strategies in developing an integrated-planning framework that supports institutional priorities. Daniel has been a member of the CAUBO Board of Directors since September 2022.
Nancy Walker
Vice-President, Finance & Administration
University of Lethbridge

As Vice-President, Finance & Administration, Nancy Walker oversees eight administrative reporting units and serves as a liaison officer for the Universities Academic Pension Plan and other provincial and federal funding agencies. Nancy has worked at the University of Lethbridge since 1990. She is a Fellow of the Chartered Professional Accountants and recipient of the 2020 CAUBO Ken Clements Distinguished Administrator Award. In 2023, she received Honorary Membership in CAUBO for Distinguished Service.

Join us for CAUBO 2024 in Montreal!

Registration is open now!

From June 3–5, 2024, join your colleagues from across Canada for CAUBO’s 2024 annual conference in cosmopolitan Montreal!

NEW FOR 2024!

Based on member and exhibitor feedback, the Farewell Evening has been replaced with a new Mix and Mingle Reception in the trade show area on Tuesday afternoon. The Welcome Reception kicks off the conference on Monday evening as usual.

Also new this year, the trade show will only be open on Tuesday, so make sure to take the opportunity to chat with sponsors providing services
for the higher ed sector!

If you’ve been waiting to hear more about CAUBO 2024, you can visit the conference website now and get an overview of the conference schedule, full program, registration rates, and review the FAQ section.

We can’t wait to see you in Montreal—join us for CAUBO 2024!


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 and https://www.eacubo.org/ for a list of upcoming events. If you see an activity that you would like to participate in, click here for details on the discount codes and registration instructions.

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 events@caubo.ca.