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

Online Course: Fundamentals of the Research Enterprise - March 22 - June 3, 2021

“I found the course very helpful and we are putting some of the strategies learned into practice.”
– Cathy Gates, Director, Office of Research Services, Trent University

“This course is very useful and I will certainly recommend it to my colleagues.”
– Lily Li, Major Purchasing Contracts Officer, Simon Fraser University

Course Overview

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

This course will assist university administrators in understanding the overall context of university research, including its funding, regulation, and administration. It will explain why so many areas of the university are involved in research administration, and will explore some of the challenges that arise from the sharing of responsibilities between the university and researcher, as well as the balancing of resource allocation between the university’s two principal missions of teaching and research.

Every university administrator needs to have an understanding of the importance of research in order to effectively do his or her job. Whether you are in a central service, a student service, or a faculty office, your role is affected by the demands research places on you, directly or indirectly, and more importantly on the resources you have at your disposal to do your job. The arguments you make for more funding or greater participation in decision-making need to reflect how you and your unit support both teaching and research.

To provide you with a broad understanding of the context for university research, this course is subdivided into five modules:

Module 1
The Policy Context for University Research and its Funding

  • Research Defined
  • Growing Contribution of the Research Enterprise
  • The Importance of Research to Universities
  • The Importance of Research to Canada’s Prosperity
  • Sharing Knowledge and Managing Intellectual Property

Module 2
Types of Research Performed and Their Funding Sources

  • Areas of Research in Canadian Universities
  • Research Funding – Contractual Forms and their Impact on Flexibility
  • The Profile of Research Funding
  • Federal Government Research Programs

Module 3
The Underlying Principles that Guide University Research

  • Overview of Key Research Principles
  • Ethics and Integrity in the Conduct of Research
  • Accountability
  • Equity, Diversity and Inclusion (EDI)
  • Transparency

The Research Environment

  • Research Projects, Programs and Groups
  • Research Relationships
  • One Research Group – Multiple Projects
  • Research Projects Life Cycle
  • Challenges Inherent to the University Research Environment 

Module 4
Research Enterprise Administration

  • Structures Involved in Research Administration
  • Centralized versus Decentralized Administration
  • Proposal Creation and Submission
  • Common Challenges and Issues in Research Administration
  • Potential for Over Management at the Cost of Creativity

Module 5
Conclusion & Case Studies

  • The Implications of a Research-Oriented Campus
  • Case Study 1 & Case Study 2

Time commitment

Participants are expected to commit approximately 30-35 hours towards the completion of this course, which includes required readings, module quizzes, courseware activities, a group work presentation and attendance at the scheduled Live Learning Sessions.

FORE Course Schedule Overview

Subject Location Date Time Module Chapter
CAUBO FORE Technical Orientation 1 * online Monday March 22, 2021 11:00 AM -11:45 AM
CAUBO FORE Technical Orientation 2 * online 2:00 PM – 2:45 PM
CAUBO FORE – Introduction / Overview online Thursday March 25, 2021 1:00 PM – 2:00 PM
CAUBO FORE LLS 1 of 6 online Wednesday April 7, 2021 1:00 PM – 2:30 PM 1  
CAUBO FORE LLS 2 of 6 online Monday April 19, 2021 1:00 PM – 2:30 PM 2  
CAUBO FORE LLS 3 of 6 online Tuesday April 27, 2021 1:00 PM – 2:30 PM 3 1
CAUBO FORE LLS 4 of 6 online Thursday May 6, 2021 1:00 PM – 2:30 PM 3 2
CAUBO FORE LLS 5 of 6 online Friday May 14, 2021 1:00 PM – 2:30 PM 4  
CAUBO FORE Working Group 1 of 2 (Group A) online Monday May 17, 2021 1:00 PM -2:00 PM Group A 5 Case Study Prep
CAUBO FORE Working Group 1 of 2 (Group B) online 2:00 PM -3:00 PM Group B
CAUBO FORE Working Group 2 of 2 (Group A) online Thursday May 27, 2021 1:00 PM -2:00 PM Group A 5 Case Study Prep
CAUBO FORE Working Group 2 of 2 (Group B) online 2:00 PM -3:00 PM Group B
CAUBO FORE Case Study Submission Due Date online Wednesday June 2, 2021 By 11:00 AM
CAUBO FORE LLS 6 of 6 online Thursday June 3, 2021 1:00 PM – 3:00 PM PPT Group Presentations

* Only attend 1 timeslot
* All times are (ET)

Facilitated by:

Rosie Parnass

Rosie Parnass is currently a consultant offering HR consulting, facilitation and coaching services to higher education and not-for-profit organizations. Rosie recently retired from the University of Toronto after working there for over 35 years in a variety of functional areas including; student life; career services; human resources; organizational development and learning; and work/life support. As Executive Director, Organizational Learning and Development and Work Life Support, Rosie led a team providing organizational development, career management, mentoring and continuous learning programs that supported the University community. Rosie has presented at many conferences, nationally and internationally and has taught at the University’s School of Continuing Studies. Rosie has also been involved with CAUBO on the Training and Development Committee, and as a facilitator in their on-line course program. Rosie has a Master of Education, specializing in Adult Education and Counselling from OISE/UT as well as completed the Advanced Program in Human Resources Management. Rosie is a recent graduate of the Solution Focused Coaching program.

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 March 15, 2021.

FREE CAUBO and CUCCIO Webinar: Moving to the Cloud: Assessing the Risks - March 10, 2021, 1:00 to 2:30 PM ET

* Please note that this webinar is delivered in English only *

Date and Time: Wednesday, March 10th, 2021, 1:00-2:30 PM ET
Target Audience: Senior Administrators interested in this issue

Moving to, or accessing services and solutions in the cloud presents a number of risks that may not be inherent in maintaining or managing a service or solution within the institution. Are cloud-based technologies mature enough? What do future service costs look like? Does moving to the cloud create labour concerns?

This session will provide participants with a comprehensive overview of these risks, and offer participants insights and advice as they manage two of the most prevalent risks of “moving to the cloud”: ensuring data protection, privacy and security and the successful integration of “out of the box” solutions with other processes and systems.

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 all senior administrators interested in this issue.

This is the second of five free webinars in this series presented by CAUBO and CUCCIO titled Moving to the Cloud: Key Considerations.  Participants can attend any or all of the webinars. Click here to save the dates!

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 March 9, 2021.


David Fraser
McInnes Cooper 

David Fraser is a partner with McInnes Cooper, where he acts as privacy and internet law counsel to some of the world’s best known brands. A significant portion of David’s practice is devoted to working with multi-national businesses in addressing Canadian privacy law issues, and advising on matters related to cloud computing and cross-border data transfers.

In addition, David is the Past President of the Canadian IT Law Association and the former Chair of National Privacy and Access Law Section of the Canadian Bar Association. David is listed in The Best Lawyers in Canada and is among the world’s leading lawyers in Internet and eCommerce Law in the International Who’s Who of Business Lawyers. In 2013, David was appointed as a “Privacy By Design Ambassador” by the Information and Privacy Commissioner of Ontario.

Mark Roman
Chief Information Officer (CIO)
Simon Fraser University

Mark Roman serves as the Chief Information Officer (CIO) for Simon Fraser University and is on the Board of Directors for EDUCAUSE and BCNET. Mark has been the CIO at other Canadian universities, is a former President of CUCCIO, and was the owner of a higher education IT consulting firm.

He holds a B.Math (Computer Science) from the University of Waterloo, an MBA (Finance) from Queen’s University, is a Project Management Professional (PMP), and is working towards his Certified Information Systems Security Professional (CISSP) designation.

Growing up at the same time the computer era exploded, Mark is a product of his times. Understanding technology from the ground upwards and from the business case downwards, he has a balanced perspective of the excitement and practicalities of the information age.

FREE Virtual Roundtable: Remote Work Policy Discussion - March 9, 2021, 1:00 to 2:00 PM ET

*Please note this virtual roundtable is delivered in English only*

Date and Time: Tuesday, March 9 2021 from 1:00-2:00 PM (ET)

The COVID-19 pandemic has dramatically changed the work environment for Higher Ed staff. Institutions have quickly adapted to remote work arrangements in order to keep their workforce healthy, safe and productive during the pandemic.

Many institutions are currently developing and or adapting their work from home policies and are exploring how to create more flexible work environments once we all return to our campuses.

In response to recent discussions on the listserv, CAUBO is hosting a virtual roundtable on this topic to facilitate the sharing of ideas and best practices.

This session will be limited to 40 participants to ensure there is opportunity for a meaningful discussion. Please share this invitation with colleagues within your organization.

Rosie Parnass, CAUBO’s Conference Program Consultant, will facilitate the roundtable.

Take note that registration will close at 8:00 PM ET on March 8, 2021.

FREE CAUBO and CUCCIO Webinar Series: Moving to the Cloud: Key Considerations - Save the Dates

Save the Dates!

The reasons why an institution may want to leverage cloud-based alternatives for IT-enabled services and solutions vary as widely as the issues that must be considered when making these decisions. Legacy systems may need to be upgraded or replaced; new functionality may only be available in the cloud; or the cloud may present an opportunity to change or streamline legacy processes. Issues such as data privacy and protection, total cost of ownership, accessibility, business process and technical integration, functional support, and exit plans all need to be addressed. It’s not simply a technical decision.

To help our member institutions as they look to the cloud, CAUBO and CUCCIO have partnered to deliver a series of five webinars, each aimed at a specific aspect of the decision process, including why to move at all, assessing the risks, contract negotiations, understanding the financials, and change management. In each 90-minute session, participants will learn from their colleagues’ experiences, hear from subject matter experts, ask questions, and participate in discussions and information-sharing with the panelist and other participants.

These sessions will be free, and participants can attend any or all of them. More detailed information, including registration information, will be available after the holiday break.

Please plan to join your colleagues in 2021 to hear about and share experiences moving to the cloud. Mark your calendars for the following days/times:

Webinar 1:
Why Move to the Cloud?
Wednesday, February 3,  1:00 -2:30 PM (ET)
Webinar 2:
Assessing the Risks
Wednesday, March 10,  1:00 -2:30 PM (ET)
Register Now!
Webinar 3:
Contract Negotiations and Management
Wednesday, March 31,  1:00 -2:30 PM (ET)
Webinar 4:
Understanding the Financials
Wednesday, April 28,  1:00 -2:30 PM (ET)
Webinar 5:
Change Management
Wednesday, May 26,  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.


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.