CAUBO 2018: Pre-Conference Seminar Presentations

Click below to download available CAUBO 2018 Pre-Conference seminar presentations.

Looking for the main conference sessions? Visit the presentations page for CAUBO 2018’s main conference.



Linking Academic Planning to Financial Implications
Iris An, Senior Financial Analyst, Office of Institutional Planning and Analysis – York University
George Taylor, Manager, Faculty Budget and Finance, Faculty of Arts and Science – University of Toronto

Goodbye, Us vs. Them: How Two Canadian Universities Are Connecting their Campuses with their Communities and their Communities with their Campuses to the Benefit of Both
David Estok, Vice-President, Communications – University of Toronto
Jacqui Tam, Vice-President, University Relations – University of Alberta

You Can Both Be Batman: Developing a Culture of Excellence Through Team-Building Work and Cross-Unit Collaboration
Susan Corner, Director, Academic Advising and International Student Services, Division of Student Affairs – University of Victoria
Cindy Holder, Associate Dean Academic Advising, Faculty of Humanities Science and Social Sciences – University of Victoria


Putting Nudge Theory Into Practice
Ed Kane, Assistant Vice-President, University Services – Carleton University

Business Analytics – An Ancillary Perspective
Ahmed Doha, Associate Professor, Supply Chain Management, Sprott School of Business – Carleton University
Ron Germain, Account Manager, Canadian Public Sector – Tableau Software
Elio Velazquez, Enterprise Business Intelligence Architect, Aviation and Defense Division – IFS/Mxi


Capital Investment Intent: Staying Focused After Project Initiation
Ian Wagschal, Assistant Director, Projects – Dalhousie University

Facilities Management Service Excellence
Dave Button, Vice-President, Administration – University of Regina

Achieving Energy Conservation Efficiencies Through Human Behavior Adjustment
Mohamed Attalla, Assistant Vice-President and Chief Facilities Officer – McMaster University
Daniel Redmond, Director, Energy and Sustainability Services Facilities Management and Planning – Carleton University


Cyber-Security and Financial Controls – Lessons Learned: The MacEwan Perspective
John McGrath, Vice-President, Resources and People – MacEwan University
Michelle Plouffe, General Counsel and Vice-President Governance, Diversity and Inclusion – MacEwan University

Update on the Renewal of the Tri-Agency Financial Administration Guide
Pierre Côté, Manager, Financial Operations and Procurement – CIHR
Marc Lafontaine, Deputy Director, Financial Compliance of Transfer Payment Programs – NSERC/SSHRC
Nathalie Manseau, Director General, Finance and Award Administration – NSERC/SSHRC

Tax Authority Audit Trends
Jennifer Boychuk, Partner, National Indirect Tax Public Sector Indirect Tax – KPMG LLP


Appreciative Inquiry – A Transformative Force in HR
Jeanie Cockell, Co-President – Cockell McArthur-Blair Consulting

Successful Approaches to Team Discovery
Terrence Odin, Senior Quality Advisor, Office of Quality Initiatives – Carleton University

Mental Health Initiatives for Faculty and Staff
Marcia Buchholz, Associate Vice-President, Human Resources – University of Calgary
Miranda Massie, Health Promotion Specialist – The University of British Columbia


PCard Fraud Prevention: Best Practices
Anne Liu, Director, Treasury and Payment Solutions, Corporate Finance Division – BMO
Charles MacLean, Director Procurement Services – Brock University
Tanya Motola, Manager, Accounts Payable and Procurement Systems – Brock University

Social Media Auditing
Erik Berg, Partner, Technology Risk Consulting – KPMG LLP
Shooka Heirat, Manager, Internal Audit, Risk and Compliance Service, KPMG LLP


A Living Lab Approach to Sustainable Procurement
Renata Faverin, Director, Procurement Services – University of Toronto
Stéphanie Leclerc, Program Manager, Sustainable Procurement – McGill University

The Sign of the Times: Redefining Cyber-Security in Procurement
Patrick McCarthy, Director, Information Security and Compliance – University of Manitoba
Bill Trott, Chief Privacy Officer – University of Victoria
Karen Meelker, Access and Privacy Officer – University of Manitoba


Understanding Cannabis Complexities
Julie Domingo, Co-Founder, CannaReps Consulting Inc.

Building Resilience on Campus: How to Not Only Survive but Thrive in the Face of Adversity
André Le Duc, Associate Vice-President and Chief Resilience Officer, Safety and Risk Services – University of Oregon


Private Debt
Roger Polishak, Director, Manager Relations and Investment Operations, IMANT – The University of British Columbia
Theresa Shutt, Chief Information Officer – IAM Private Debt Group

Outsourced Chief Investment Officer (OCIO) in Canada
Chris Kautzky, Partner and Managing Director, AHIM – Aon Hewitt Investment Management Inc.
David Lester, Investment Solutions Strategist and Institutional Sales – Northern Trust
Marcus Turner, Director and Senior Investment Consultant – Willis Towers Watson

It’s Not You; It’s Me – When to Break up with an Investment Manager
Marc Williams, Portfolio Manager – Leith Wheeler

Responsible Investing Update
Andrew Coward, Treasurer, University of Victoria

Investment Survey Results
Jacky Shen, Director of Treasury, Financial Services, Simon Fraser University