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 - Data Governance Capabilities - October 12, 2023, 1:00 – 2:30 PM ET

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

Date and Time: Thursday, October 12, 2023, 1:00-2:30 PM ET
Target Audience: all senior administrators interested in this issue

This second Data Governance webinar will take a deep dive into the capabilities required to implement Data Governance as presented in CAUBO’s Data Governance Framework for Canadian Universities. Based on potential objectives pursued by institutions, Deloitte will recommend capability requirements and discuss how institutions can assess their data governance maturity and progress. This webinar will also include a discussion on leading practices and present an outlook into trends in data management in higher education. Margaret Kierylo, Assistant Vice-President, Institutional Planning and Chief Data Officer and Patrick Cernea, Director, Data Strategy and Governance, both from York University, will share their perspectives on lessons learned from the Data Governance journey at their institution.

There will be opportunities for interaction during the webinar via a Q&A session that will follow the presentation. This 90-minute webinar is intended for all senior administrators interested in this issue and is pertinent to institutions of all sizes.

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


Riphay Al-Hussein
Senior Manager, Data Driven Campus
Deloitte Canada

Riphay is a senior manager in the AI Strategy group for Deloitte’s Omnia AI practice. His focus is on public sector and higher education in Western Canada. He has a Bachelor of Commerce in Finance and a Master of Science in Construction Engineering and Management, a Project Management Professional designation, a Green Belt in Lean Six Sigma, and is a PROSCI certified Change Manager. He is experienced in managing the end-to-end journey of transformation projects, from ideation to implementation, and driving business optimization by leveraging AI and advanced data analytics.

Patrick Cernea
Director, Data Strategy and Governance, Office of Institutional Planning and Analysis
York University

Patrick Cernea serves as the Director of Data Strategy and Governance at York University. Patrick holds an International MBA from the Schulich School of Business, York University, and is a PMP-certified professional.

In late 2020, he launched York University’s Data Governance Program. His visionary leadership has led to the development of a scalable data governance framework, paving the way for the definition of key terminologies and advancements in data quality.

Zamyla Chan
Lead, Artificial Intelligence and Higher Education
Deloitte Canada

Zamyla is the Artificial Intelligence and Higher Education Lead at Deloitte. Her journey with data and artificial intelligence began at Harvard University, where she obtained her Honors Bachelors, Masters, and PhD degrees. During this time, she also designed curriculum and was a Lead Instructor for CS50, an intensive introductory computer science course, both on campus and to millions of students worldwide on edX.Within Omnia AI, Deloitte Canada’s Data and Artificial Intelligence practice, Zamyla supports the development of solutions in data, analytics, and artificial intelligence within higher education and the government and public sector.

Margaret Kierylo
Assistant Vice-President, Institutional Planning and Chief Data Officer
York University

Dr. Margaret Kierylo’s career spans over 14 years in higher education. Currently serving as the Assistant Vice-President, Institutional Planning and Chief Data Officer at York University, Margaret leads the Office of Institutional Planning and Analysis. The Office leads and supports York’s Data and Analytics Strategy, Data Governance, Integrated Resource Planning, Institutional Research and Analysis, Strategic Enrolment Management, and Academic Resource Planning.

Since joining York University in 2022, she has devoted her efforts to developing the institution’s inaugural Data and Analytics Strategy. Margaret holds a BA and MA from the University of Waterloo, a PhD in history from Queen’s University, and a Certificate in College and University Administration from the University of Manitoba.

Mario Morgado
Partner, Data Driven Campus
Deloitte Canada

Mario is a Partner in Deloitte’s Omnia AI, where he serves as the National Cloud Data practice leader. He excels in data migration, modernization, transformation, strategy, and advisory leadership roles within diverse industries such as energy and resources, higher education, and the public sector government. He has enabled clients to harness the power of cloud data, supporting strategic business objectives and achieving measurable results.

Save the Dates for CAUBO’s FREE fall Webinar Series on Data Governance in addition to an in-person workshop happening December 5-6 in Toronto!

Save the Dates for CAUBO’s FREE fall Webinar Series on Data Governance
in addition to an in-person workshop happening December 5-6 in Toronto!

(Workshop registration fee to be provided in the coming weeks)

Canadian universities collect, store, and manage large quantities of data to support their academic, research, and administrative pursuits. However, for many universities, data governance is not well understood or mature. Further, the decentralization of institutional data can lead to concerns about its quality, accessibility, and reliability. This is critical for maintaining credibility and making data-driven decisions, adopting data-based processes, and achieving institutional priorities.

CAUBO developed and recently released a Data Governance Framework to support members as they build their institutional data governance practices. The framework is based on existing models or standards from other sectors—adapted to higher education—and considers the different institutional structures and invested parties, such as IT, institutional planning, and chief data officers. The framework connects members with best practices in data stewardship and governance specific to higher education institutions and more importantly, enables them to build a tailored data governance framework for their unique institutional needs. The Data Governance Framework is available here for institutional members.

The Framework will be presented, by Deloitte, through a three-part webinar series, and culminate into an interactive member workshop that will be offered on December 5-6, 2023 in Toronto.

The webinar sessions are free, and participants can attend any or all of them.
Registration for Webinar #1 will open in the coming weeks, so keep an eye on your inbox!

More information on the webinars and workshop will be available in the coming months however we encourage you to save the dates now!

Webinar 1:
Introduction to Data Governance and its Primary Drivers
Thursday, September 21, 2023
1:00 – 2:30 PM (ET)
Webinar 2:
Data Governance Capabilities
Thursday, October 12, 2023
1:00 – 2:30 PM (ET)
Register Now
Webinar 3:
Operating Model, Roles and Responsibilities in Data Governance
Thursday, November 2, 2023
1:00 – 2:30 PM (ET)
Data Governance Workshop December 5-6, 2023 in Toronto, ON

Online Course - Fundamentals of the Research Enterprise - September 27 – December 14, 2023

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.

“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 45 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

* All times are in Eastern Time (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 assists CAUBO with their professional development activities including acting as a program consultant for the annual conference and functional seminars. She has also been a facilitator for their on-line courses for the past few years. Rosie has a Master of Education, specializing in Adult Education and Counselling from OISE/UT; has completed the Advanced Program in Human Resources Management from the Rotman School of Management. Rosie is a recent graduate of the Solution Focused Coaching program and has an active coaching practice.

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

FREE Webinar - Canadian University Leadership on Sustainability and the Race to Net Zero with Mark Carney - October 26, 2023, 12:00 – 1:00 PM ET

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

CAUBO would like to thank the team at Brookfield Asset Management for their coordination support of this webinar.

Date and Time: Thursday, October 26, 2023, 12:00-1:00 PM ET

“Canada must remain at the forefront of the net zero movement to ensure competitiveness in the global economy, sustain well-being, create good jobs, and attract investment to leverage competitive advantages.”

—Canada’s Net Zero Advisory Body

Universities play an essential role in leading by example and preparing the next generation of workers to participate in a future net zero economy. Universities are knowledge leaders that drive innovations to address global population growth and its draw on energy, food, and other resources, while protecting the environment, biodiversity, and human rights.

The Paris Agreement struck in 2015 at COP 21 set an ambitious goal to limit global warming to +1.5 degrees by reducing carbon emissions 45 per cent from pre-industrial levels by 2030 and achieving net zero by 2050. Each of the 127 treaty countries, including Canada, was to determine its own contribution toward this goal for review.

In 2021, at COP 26 in Glasgow, the progress of these combined nations fell short of the Paris Agreement goal, but net zero was still within reach. With the Glasgow Climate Pact, countries committed to accelerating their national targets to realize net zero by 2050 in order to limit global warming to two degrees. Acceleration plans call on every country, including its domiciled organizations, to focus their action plans. Canada’s Net Zero Advisory Body recommends the government focus on:

  • Carbon mitigation: projects that reduce carbon emissions
  • Adaptation: actions to help those already impacted by climate change
  • Finance: enabling investment to help reach climate goals
  • Collaboration: working together to deliver even greater action

Mark Carney has called the climate crisis the greatest tragedy of our time. Carney is a long-time and well-known advocate for sustainability, specifically regarding financing solutions that incentivize better management and reduction of climate risks. He established the Task Force on Climate Related Financial Disclosures in 2017 to recommend a global framework for organizations to manage, measure, mitigate, and report on climate-related risks and opportunities. This globally endorsed framework helps organizations understand and manage their climate impact and target reduction with transparent public reporting. The Government of Canada called on organizations to voluntarily adopt this framework in 2019. Since then, several organizations, including universities, have begun using the framework to better inform their decision-making and reporting.

Following COP 26, Carney formed the Glasgow Financial Alliance for Net Zero (GFANZ) to coordinate financial support for accelerating the net zero transition. The goal of GFANZ is to expand the number of financial institutions committed to net zero and establish a forum to address sector-wide challenges associated with this transition.

In 2021, GFANZ recommended that governments:

  • Set net zero targets and publish transition plans, including those organizations committed to net zero following suit with five-year milestone pathway plans.
  • Align global financial architectures with net zero delivery, enabling transition finance without unduly tightening finance to sectors needing to transition.
  • Commit to pricing carbon emissions, both direct and indirect, and work collaboratively on a cross-border carbon credit and market plan.
  • Create incentives for people, businesses, and communities to transition, by creating policy incentives toward a lower carbon lifestyle, identifying areas where public-private partnerships can assist, and promoting activities that safeguard nature and prevent deforestation.
  • Mobilize capital flows to emerging markets and developing economies, with a short-term focus to ensure a phaseout of high-emitting assets.

The work of GFANZ and the recommendations of the Net Zero Advisory Body point toward growing pressure on countries and organizations with net zero commitments to develop clear and transparent net zero transition pathway plans.

Join CAUBO’s webinar to hear the latest thinking from Carney on the role of universities in addressing sustainability issues and the climate crisis. He will share his perspective on the role of university boards and senior leadership related to sustainability strategies, action plans, and priority considerations when approaching future strategic and capital investment decisions. Further, he will offer his views on university sustainability goals, climate target-setting, and how university public reporting might better contribute to national priorities. He will discuss how universities can contribute to key areas where more thought leadership is needed related to finance, economic transitions, climate adaptation strategies for communities impacted by global warming (both within Canada and beyond), and opportunities for universities to develop transition solutions for global energy demands, carbon storage, and more.

Carney will also share some of the national and international initiatives underway that he sees as essential to a sustainable economy and responsible business transition, such as a further focus on biodiversity reporting, social accountability, and the shift toward globally aligned international sustainability standards and jurisdictionally required reporting.

“It’s not just the destination that matters, the journey is important too… While balance-sheet greening—or paper decarbonization—may reduce the direct risks organizations face from transition, it will not reduce the system-wide risks we will all face, unless those actions mean that emissions are actually reduced.”

—Sarah Breeden, Executive Director, Financial Stability Strategy and Risk

Who Should Attend:
This 60-minute session is directed towards university governance members, senior university and college leaders, and professionals focused on finance, sustainability, risk, and innovative solutions to address the climate crisis.

A Q&A session will follow the presentation. If you would like to suggest a question, please click on the link below by Tuesday, August 22.

Question Submission Form

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

Guest Speaker:

Mark Carney
UN Special Envoy for Climate Action, Chair of Brookfield Asset Management, and Head of Transition Investing
Brookfield Corporation

Mark Carney is the Chair of Brookfield Asset Management. He is also the Head of Transition Investing and, in this role, he is focused on the development of products for investors that will combine positive social and environmental outcomes with strong risk-adjusted returns. Mr. Carney is an economist and banker who served as the Governor of the Bank of England from 2013 to 2020, and prior to that as Governor of the Bank of Canada from 2008 until 2013. He was Chairman of the Financial Stability Board from 2011 to 2018. Prior to his governorships, Mr. Carney worked at Goldman Sachs as well as the Canadian Department of Finance. He is a long-time and well-known advocate for sustainability, specifically with regard to the management and reduction of climate risks and is currently the United Nations Special Envoy for Climate Action and Finance and Co-Chair for the Glasgow Finance Alliance for Net Zero. He is also an external member of the Board of Stripe, a member of the Global Advisory Board of PIMCO, the Group of Thirty, Harvard University, Rideau Hall Foundation, Bilderberg, the Foundation Board of the World Economic Forum, the boards of Bloomberg Philanthropies, the Peterson Institute for International Economics the Hoffman Institute for Global Business and Society at INSEAD, Cultivo, as well as Senior counsellor of the MacroAdvisory Partners, Advisor of the Watershed, and Chair of Chatham House. Mr. Carney holds doctorate and master’s degrees from Oxford University and a bachelor’s degree in Economics from Harvard University.

Deidre (Dee) Henne
Founder & Chief Executive Officer
Lead Accretive

Deidre (Dee) Henne is a financial sustainability knowledge leader who helps organizations with governance, strategy, risk, and metrics integration across policies, processes, and public reporting. Dee’s government-sponsored research focuses on responsible investing practices and policy integration. Dee has over 20 years of leadership experience, most recently serving as McMaster University’s Chief Financial Officer and Assistant Vice-President (Administration), where, throughout her leadership, she led transformational systems and process changes focused on sustainability reporting and climate-related disclosures. Dee also facilitated and chaired the Canadian Climate Charter Technical Committee, a consortium of over 15 universities committed to decarbonizing invested asset portfolios. Dee is a CPA/MBA committed to serving the public sector. She lives in Hamilton, Ontario with her husband and six children.

Save the Dates! The CAUBO 2024 Annual Conference will be in Montreal June 3–5!

From June 3-5, 2024, the CAUBO Annual Conference is in Montreal! Mark those dates in your calendar now and look forward to reconnecting face to face with friends and colleagues from across Canada!

The CAUBO 2024 website is now live with information about the conference location, accommodations, and transportation options. You can book your hotel room now at the host hotel, Hotel Bonaventure Montreal.

The full conference program and registration will go live on the website in February 2024, so check back for more information about sessions, speakers, and social events.

We’re excited to welcome you to CAUBO 2024 in stylish and cosmopolitan Montreal! Get ready for three-days of enriching sessions and plenty of networking opportunities with higher education administration experts and industry partners.


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.

The Community Safety Office, University of Toronto, is hosting a 1-day symposium open to attendees from Ontario Colleges and Universities:

International Students and Safety Symposium
October 26, 2023

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.