Past Events


Free Webinar: Reporting Quality Performance Measures – Learn about Best Practices for Preparing non-GAAP and Operational Measures - October 30th, 12:00 - 1:00 PM EDT

*Please note this webinar is delivered in English only*

Date and Time: October 30th, 12:00-1:00 PM EDT

Target Audience: Senior Management as well as all levels of Finance involved in developing, overseeing and reporting performances measures. Cross-functional groups would also be interested, including audit or those in operations who use/provide operational measures that are reported externally.

A university and other entity’s ability to raise funds, perform and maintain its reputation can be at risk when performance measures reported, or key performance indicators, are not of quality. Learn how you can help improve the quality of performance measures by leveraging the Accounting Standards Board’s (AcSB) Framework for Reporting Performance Measures.

The Framework was developed after considering feedback from over 350 stakeholders across the globe. The best practices in the Framework encourage conversations and actions to report performance measures that are more consistent, comparable and transparent as lenders and other resource providers need quality information to allocate resources to profit and not-for-profit entities.

This webinar will provide insights into how the Framework can help:

  • select a relevant performance measure;
  • establish policies and procedures to develop a measure;
  • size the effort so the benefits exceed the costs; and
  • communicate effectively.

Linda F. Mezon, FCPA, FCA, CPA (MI), CGMA
Chair, Accounting Standards Board

Linda F. Mezon is the Accounting Standards Board (AcSB) Chair and has served in this capacity since July 1, 2013. Linda’s experience as a standard setter began in 2004 as a volunteer AcSB member. Her time with the Board includes the period encompassing the adoption of IFRS Standards and development of separate sections of the CPA Canada Handbook – Accounting for private enterprises and not-for-profit entities.

She is a frequent speaker on topics related to financial reporting, able to represent both the standard setter and preparer points of view.

Prior to her appointment as Chair, Linda was the Chief Accountant at the Royal Bank of Canada (RBC), responsible for the interpretation and application of IFRS Standards and U.S. GAAP. Before RBC, Linda held other senior positions in industry and has four years of experience in public accounting. In regard to her not-for-profit experience, Linda is Chair of the Board of Directors of the Toronto Rehabilitation Institute Foundation.

Linda was named a fellow of the Institute of Chartered Accountants of Ontario in 2013, is a Certified Public Accountant (Michigan) and Chartered Global Management Accountant (CGMA), holds a BA in Accounting from Michigan State University and an MBA from the University of Detroit.

Professor Steve Fortin, PhD, CPA, CA, ICD.D
Member, Accounting Standards Board

Steve Fortin was appointed to the Director role for the School of Accounting and Finance at the University of Waterloo in September 2018. A graduate of the University of Waterloo (PhD – 2000) and the Université du Québec à Rimouski (BBA Accounting – 1992), his research is published in multiple academic and practitioner journals, including the prestigious Journal of Accounting and Economics and Contemporary Accounting Research.

Prior to joining Waterloo, Steve was a faculty member at McGill University for 19 years, serving terms as Associate Dean Undergraduate Programs, Academic Director of the MBA and Associate Dean Masters programs. An accomplished teacher and academic administrator, he taught in multiple programs at McGill and in industry, from undergraduate to PhD, in degree programs and executive courses. Steve has received multiple awards over his career for academic excellence, teaching excellence and for his service.

Steve was appointed to the AcSB in April 2017. He is a CPA in both Québec and Ontario and a member of the Institute of Corporate Directors.

Free Webinar: The Canadian Collaborative Procurement Initiative (CCPI): Procurement Opportunities for Universities in Canada - September 26th, 12:00 - 1:00 PM EDT

Date and Time: September 26th, 12:00-1:00 PM EDT

Target Audience: Senior Procurement Management and Senior Finance Management

Click here to download the presentation.

The Canadian Collaborative Procurement Initiative (CCPI) is an approach the Government of Canada has adopted to make some of its procurement instruments available for use by provinces, territories and members of the broader public sector including universities. Over the last year, CCPI participants have purchased approximately $2.7 million in goods through the CCPI. Participation in the CCPI therefore carries a number of benefits including:

  • creating economies of scale, that results in more competitive pricing, terms and conditions;
  • using federal procurement instruments, rather than having to develop instruments in-house; and
  • streamlining the procurement approach for selected commodities.

This presentation has two main objectives:

  • to increase awareness regarding the procurement opportunities available to universities through the Canadian Collaborative Procurement Initiative (CCPI) and
  • to educate interested universities how they can join, and begin to benefit, from the CCPI procurement opportunities.

Join us to learn more!


Sean Crossan
Director of Federal, Provincial, Territorial and International Relations, Acquisitions Program
Public Services and Procurement Canada (PSPC) / Government of Canada

Sean Crossan is the Director of Federal-Provincial-Territorial and International Relations for the Office of Small and Medium Enterprises and Stakeholder Engagement, Acquisitions Program at Public Services and Procurement Canada (PSPC) since July 2015. He has held several Director level positions including Director, Branch Planning and Management Services, Finance and Administration Branch (2010-2015), Director PSPC Strategic Review Team (2009-2010), Director Communities and Partnerships, ESDC (2008-09), and Director, Financial Policy, PSPC (2007-08). Sean is a graduate of the Accelerated Economic Training Program, the Institute on Governance, Executive Leadership Development Program and has over 29 years of experience in the federal public service.

Sean obtained a Co-operative Masters in Public Administration Degree from Carleton University (1992) and a Co-operative Bachelors in Environmental Studies Degree (Urban Planning) from the University of Waterloo (1988).

CAUBO 2019, June 9-11, 2019 - Halifax, NS

Webinar: Not Just an IT Issue: Roles of the Board and Executives in Managing Cyber Threats - March 29, 2019

Date and Time: Friday, March 29, 2019 12:00 – 1:00 PM EST
Target Audience:
Senior Management and Board members (Risk and Audit Committee)

With almost daily reports of intrusions, data breaches and cyber attacks, many organisations are unclear what approach to take to ensure their own security. Some view cybersecurity as a technical matter for the IT department to “fix” while others look to senior management and to the Board for answers. Whose role is it?

Senior executives along with their Board Audit/Risk Chairs are invited to join Justin Fong, Partner Risk Advisory of Deloitte for this highly informative webinar.
This tailored presentation will provide the following insights:

  • How the cyber threat landscape has evolved and why it is critical to effectively mitigate the risks;
  • Why the same rigor and diligence that is applied to managing enterprise risks also applies to cyber threats;
  • What are the sound principles of Board oversight on cyber risks including key questions they should consider.

Board members and executives have distinct roles and responsibilities with respect to managing various risks. Cybersecurity is no exception.

Is your institution adequately managing cyber risks? Join us and find out.

Justin Fong, Partner, Risk Advisory

Justin is Deloitte’s Cybersecurity Leader for Western Canada. He has over 17 years of experience in Cybersecurity specializing in security strategy, complex program implementations/operations and incident response.

Highlights include extensive work in the US, UK and Asia various sectors in Energy, public sector, high tech and financial. Justin is a NATO and Canadian Secret level status, a Certified Information Systems Security Professional (CISSP).

His contributions include education to executive teams, boards and audit committees across the globe; he has developed the curriculum and materials for the IIA, Rotman/UofC Director Education Program, MacKay CEO Forums and other associations.

Webinar: Responding To A Cyber-Security Or Data Breach: Are You Ready? - February 14, 2019

Date and Time: Thursday, February 14, 2019 12:00 – 1:30 PM EST

Target Audience: Senior Management teams at Canadian Universities (CIOs, VPs Administration, Director of Communications, Legal Counsel, Risk specialists, and any other individuals responsible for responding to a breach)

Team participation is highly recommended for this session.

It is not possible to have 100% breach-proof information systems. The question is not whether there will be a breach at your institution, but rather – will you and your colleagues be ready when it does occur?

Join us for this informative, practical and interactive webinar where Alex Cameron, Partner at Fasken Martineau and breach coach specialist, will provide a brief overview of recent breach incidents in Higher Education and other sectors, and offer insights relative to the following questions:

  • What should a strategic response management framework entail? Who should be involved and to what end? When such incidents occur, who do you communicate with, when and to what end?
  • To what extent should key considerations such as reputational risks, financial risks, privacy and other legal considerations influence the response?

The second part of this webinar will be an interactive session where participants will be taken through various escalating breach scenarios that will test your organization’s readiness to respond.

Are you ready to respond? Join us and find out.


Alex Cameron, Fasken Martineau
Partner and Chair, Privacy and Cyber-security Group

Alex Cameron is Chair of the Privacy and Cyber-security Group at Fasken. He has a leading practice in the areas of cyber-security and privacy and is consistently sought out by clients from all industry sectors, including in the higher education sector and numerous Fortune 100 and 500 companies. He has helped clients respond to high-profile cyber-security breaches involving millions of affected individuals. In recognition of his expertise, has received a doctoral degree in the field of privacy law and a number of prestigious commissions from the Office of the Privacy Commissioner of Canada. He is a former member of the Advisory Board of the International Association of Privacy Professionals, Canada and past Chair of the Canadian Bar Association, National Privacy & Access Law Section. An accomplished litigator, Alex has acted as lead counsel in landmark cases and regulatory investigations in his areas of practice, including in defence of high-profile data breach class action matters, and before all levels of court, including the Supreme Court of Canada. Alex is ranked in the highest band in the legal rankings guide, Chambers, and is consistently top ranked in The Best Lawyers in Canada in the fields of Privacy and Data Protection Law. He was also recognized as the 2018 Toronto Privacy and Data Security Law “Lawyer of the Year.”

Workshop: Sharpen Your Bargaining Planning and Drafting Skills with Roper Greyell LLP - January 17-18, 2019 - Vancouver

About: What not to Bargain

  • interpret a governing statute and determine the limits of board authority
  • resist a proposal on the grounds of ultra vires
  • resist a proposal on the ground that the board or President cannot delegate the identified authority
  • identify existing provisions that are unenforceable
  • use ultra vires and unlawful delegation to defeat existing provisions
  • assert management rights
  • use estoppel notices
  • manage the interaction of university policies with the CA
  • avoid problems arising from incorporation by reference

About: How to Draft Collective Agreements

  • contract drafting principles
  • twelve tips for successful drafting of collective agreements.
  • using incorporation by reference
  • using definitions effectively
  • understanding delegation of authority
  • concise, precise, and unambiguous drafting


Early Bird (until 11 p.m. December 14)
1 Day: $675
2 Days: $1,250

Regular Rate
1 Day: $850
2 Days: $1,525



Webinar: How to incorporate sustainable procurement into the day-to-day operation: A Procurement Management Perspective - December 5, 2018

Date and Time: Wednesday, December 5th, 2018, 1:00 – 2:00 PM EST

Sustainable procurement is becoming a higher priority at institutions. Now procurement managers are expected to take their procurement beyond the buy, to include social, ethical, environmental and economic impact. Leaders are moving beyond transactional supplier relationships to supplier capacity building and engagement.

Join us for this informative, practical and interactive webinar with sustainable procurement leaders at SFU and McGill. Hear the stories of how they engaged different institutional members, developed their sustainable procurement plan, set priorities, and are embedding social and environmental impact into their sourcing mandates.

Procurement leaders will discuss the drivers, successes, benefits, challenges and lessons learned. They will share their future plans and discuss the role of students, faculty and external partners.

This webinar is the first in the new Social Purpose Administration and Finance Webinar Series, brought to you by the McConnell Foundation and CAUBO. More information on the Social Purpose Administration and Finance project is available at this link.


Coro Strandberg
President, Strandberg Consulting

Coro Strandberg is the Social Purpose Advisor to RECODE, a project of the McConnell Foundation. She is the author of the highly acclaimed white paper commissioned by SFU and the McConnell Foundation and published in 2017: Maximizing the Capacities of Advanced Education Institutions to Build Social
Infrastructure for Canadian Communities. Since the launch of the white paper, she has been helping McConnell and CAUBO advance social purpose administration and finance within the post-secondary sector. She is also a nationally recognized independent consultant and thought leader advising business, government, industry and professional associations on strategies to accelerate social and environmental innovation in Canada. She specializes in sustainable governance, finance, risk management and procurement. She won an award as the top corporate social responsibility consultant in Canada in 2015 for her impacts.

Mary M. Aylesworth
Director of Financial Operations, Simon Fraser University

Mary joined Simon Fraser University in 2012 and is the Director of Financial Operations. Her responsibilities include leadership of Procurement Services, Accounts Payable and Payroll. Mary has extensive experience in procurement and supply chain management in both the private and public sectors, including senior positions in high tech manufacturing, health care, government, and higher education. Mary holds an MBA and has earned professional credentials in both Canada (CSCMP) and the US (CPM). She was formerly Executive Director of Education for the Purchasing Management Association of Canada (now the Supply Chain Management Association of Canada) and President of the Canadian Purchasing Research Foundation.

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

Stéphanie is guiding McGill University’s efforts to develop a more sustainable supply chain, taking account of social, environmental and ethical principles. Together with the University’s Sustainable Procurement Core Team, a diversified group of stakeholders representing administration staff, faculty and students, she has developed and is overseeing implementation of the University’s first Sustainable Procurement Strategic Plan. Before joining McGill’s Procurement Services, Stéphanie worked for various governmental agencies, international organizations and consulting firms.

Webinar: Tax Reporting for Activities Outside of Canada, November 28

12:00 pm – 1:00 pm EST


Members: $100
Non-Members: $150

Universities across Canada continue to grow and expand the many facets of their operations within and outside Canada. These activities could include, for example, development of a foreign recruiting office, execution of foreign research projects, and delivery of programs outside of Canada.

When Universities expand their functions outside of Canada they need to consider income tax and indirect tax issues both for the personnel involved in the activity outside of Canada, as well as the institution as a legal entity in Canada, and the foreign country where the activity takes place.

This webinar will highlight some of the key income tax and indirect tax issues on transactions that relate to the core operations that have expanded outside of Canada. This includes the compliance requirements within a foreign jurisdiction and planning opportunities to minimize the cost of the expansion for the activities. In addition, the webinar will review the consequential treatment of tax costs incurred in Canada as it relates to the foreign activity.

In order to provide firsthand experience on the treatment of key tax issues in a foreign jurisdiction, tax experts from KPMG India will outline the key income tax and GST issues for conducting operations in India. These individuals work closely with KPMG Canada in assisting universities in the management of their tax reporting in Canada.

This combined experience will provide a platform of points to consider in both Canada and the foreign jurisdiction when reviewing expansion outside of Canada.


Nabin Ballodia, ACA, CWA, CS – Partner, Tax & Regulatory, KPMG LLP, India

Nabin is a partner with KPMG India with over 21 years of experience in tax & regulatory matters. He is based out of New Delhi office and has extensive experience in advising Not for Profit & Educational Institutions in relation to tax & regulatory matters in India. He also works as a tax lead for India Public sector companies helping them navigate through the dynamic tax challenges.

Over the last few years, Nabin has worked extensively with foreign charities & universities in relation to their setup, operations and also address complicated issues around Permanent Establishment (PE), Foreign Contribution Regulation Act (FCRA) and Reserve Bank regulations (RBI). He also supports India corporates to address the challenges around the corporate social responsibility (CSR) regulations applicable to Indian companies. Nabin’s clients include Universities, Colleges, Charities, Not for Profit and Corporates.

Jennifer Boychuk – Partner Indirect Tax Practice, KPMG
Currently, Jennifer oversees a team across Canada supporting various Universities, Colleges, Technical Institutes, Charities and Not for Profit entities with a full suite of indirect tax advisory and compliance services.

Paul Farrelly – Tax Manager, The University of British Columbia
Paul is a Bachelor of Commerce graduate of The University of British Columbia. He is a CPA, CA with over thirty years of full-time tax experience, mainly in public practice with Big 4 firms, including five years with the Canada Revenue Agency in the Audit and Appeals Divisions. Paul has been Tax Manager for The University of British Columbia since 2014.

Sanjay Garg, ACA – Partner, Indirect Tax, KPMG LLP, India

Sanjay is a Partner and Member of Institute of Chartered Accountants of India (ICAI), based out of Gurgaon (India). He has an experience over 17 years in advising Clients on matters pertaining to Indirect taxes such as VAT, Service tax, Excise and Customs duty. Sanjay was involved in drafting VAT legislation, conceptualizing the overall administrative framework and in post implementation training to VAT officials in the State of Delhi. Of late, he has been extensively involved in educating large multinationals on the potential impact of GST on their businesses in India.

Sanjay is in-charge of Indirect tax compliances of Clients having pan-India presence and has been involved in model structuring options (high seas sale, mergers/demergers) from an indirect tax perspective. Sanjay is the lead indirect tax advisor for many of the leading organizations with a specific emphasis on Universities, not for profit entities and hospitals.

Barry Travers, Partner and the National Leader of the Public Sector Tax Practice – KPMG
Barry utilizes his corporate tax planning skills to develop structural planning solutions for organizations in the public sector that are designed to optimize their position from an income tax, indirect tax and financing perspective. Barry is the lead tax service provider for many of the leading public sector organizations in Canada.

Forum: University Forum on Contract Academic Staff, October 12, 2018 - Toronto

FBS Workshop: Workplace Investigations in the University Sector, October 11, 2018 - Toronto

Workplace investigations in the university context are unique. Investigators are frequently confronted with faculty to faculty complaints, the challenges of students as witnesses and complainants, as well as anonymous complaints. These unique situations demand a high level of specialized skill from universities and investigators. This training session will closely examine the demands and challenges that investigations present in the university context, and allow for a deep dive into possible solutions.

In this interactive training session, presented by CAUBO and FBS, participants will learn:

  • How to deal with faculty to faculty complaints, and related union/association issues;
  • What the tension is between academic freedom and harassment and civility:
  • How to deal with the challenges of student witnesses and student complainants;
  • Jurisdictional issues and policy application issues in shared teaching arrangements;
  • Anonymous complaints;
  • Workplace assessments versus workplace investigations.


Rubin Thomlinson LLP offices, 20 Adelaide St. East, Suite 1104, Toronto, ON M5C 2T6


Open to members only

Fee: $1,250


Kenda Murphy is a lawyer with over 20 years of experience in civil and criminal litigation. Over the course of her career she has been in private practice and worked in the public sector with the Public Prosecution Service, Department of Justice and Health Association Nova Scotia. Most recently Kenda was the Associate Director & Counsel of the Employee/ Labour Relations Unit at Queen’s University. Throughout her career, she has negotiated collective agreements on behalf of Employers in the acute care, continuing care, and university sectors. She has represented clients at all levels of courts, including the Supreme Court of Canada and the courts of Appeal in New Brunswick and Nova Scotia, and at various administrative tribunals.

At Rubin Thomlinson, Kenda conducts workplace investigations into harassment, bullying, poisoned workplaces, and Bill 132 complaints. Kenda also conducts workplace audits that delve into the underlying causes of low productivity, poor morale, communication issues, and interdepartmental conflict. Once investigations are concluded with a Fact Finding Report, with or without recommendations, Kenda remains available to her clients to work on the implementation of appropriate avenues of resolution including, but not limited to, restoration, mediation, and facilitation. Kenda is also able to deliver these services in French.

Kenda also assists her clients by providing training to staff at all levels on conducting workplace investigations and human rights issues in the workplace. Past training sessions also include managing in unionized environments; conducting investigations in the university and college context; conducting sexual harassment and violence investigations; performance management – how to and why; and discipline and discharge.

Kenda spent a number of years as part-time faculty at Saint Mary’s University where she taught Human Resource Management and Industrial Relations and is an accredited creator of the test bank and power point presentation for the 2nd, 3rd and 4th editions of Fiona McQuarrie’s textbook, Industrial Relations in Canada.

When she is not working, Kenda enjoys travelling to places near and far. She enjoys time with family and friends in many locales across the Maritimes and spends as much time as possible exploring museums, churches, and vineyards across Europe.

Year of Call, Nova Scotia 1992; Ontario 2011
B.A. (Hons.) History/ English Mount Allison University
LL.B. University of New Brunswick
Member: Nova Scotia Barristers’ Society, Law Society of Upper Canada

Join us at the 75th anniversary of the CAUBO Conference in Vancouver! June 10-12 2018

From June 10-12, 2018, CAUBO and Simon Fraser University invite you to Discover the Diversity at the 2018 Conference!

In addition to formal programming which will take place at The Westin Bayshore, this flagship event offers multiple opportunities to network and share best practices with your colleagues from institutions across Canada, connect with sponsors, and take in some of the cities most recognizable landmarks.

CAUBO has secured a room block at The Westin Bayshore. Hotel rooms are sure to book quickly Reserve early to make sure you get to stay in the official Conference hotel!

When planning this year’s budget for travel and professional development, be sure to put CAUBO 2018 on your list! Visit the newly designed CAUBO 2018 website for the latest updates as they become available.

University Culture and Governance Online Course, April 09, 2018 - May 17, 2018

Registration Fee for Members: $550
Registration Fee for Non-Members: $660

Course Description

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

This course provides a comprehensive overview of university culture and governance. The objective is to help administrators, new and established, to better understand the university context and work more effectively and efficiently within the unique university environment.

Among the longest standing institutions in the world, universities adhere to fundamental principles and values that have been championed by academics from the earliest of times.  Those principles and values continue to shape the modern university and contribute to an environment that is substantially different from that encountered in private or public sector organizations.  To be effective in a university, it is essential that administrators understand and respect these values and principles and adapt their practices accordingly.

The unique nature of universities and the academic culture impact how administrators work, interact with individuals, consult, bring forward ideas or plans for review or approval and implement new initiatives. They are experienced by all administrators whether in academic units, central services, student services or ancillary services.

For the complete information including registration details, please visit:

Cancellation/Substitution Policy for online courses

Cancellations must be received in writing five (5) or more business days before the course start date and are subject to a $50.00 processing fee. Refunds will be processed within 30 days after the event. Refunds will not be granted after the registration deadline (5 business days before the start date).

Substitutions must also be received five (5) or more business days before the course start date. Only one substitution is permitted per original registrant with written consent. To request a cancellation or to make a change please send an email to the Event Coordinator at

Webinar: CAUBO Tax Webinar, February 20th, 2018, 12-1 pm EST

The CAUBO Tax webinar will feature Barry Travers and Jennifer Boychuk, Tax Partners with KPMG, who will review the key issues that have been the focal point of CRA audits from both a GST/HST/QST and Income Tax perspective over the past year. The team will also address the CRA’s new initiative to review the charitable purpose activities being undertaken by Registered Charities.

The KPMG team will also take the opportunity to review and discuss some of the interesting issues arising from questions that have been submitted by CAUBO members to the CAUBO Tax Hotline over the past 12 months.

Registration Fee for Members: $100
Registration Fee for Non-Members: $150

Barry Travers, Partner, National Tax, National Leader, Public Sector Tax, KPMG

Barry is a Partner and the National Leader of the Public Sector Tax Practice, and is based in the Bay Adelaide Centre office in Toronto. Barry was admitted as a partner in our Halifax office in 1992 and was the Partner-in-Charge of the Atlantic Canada Regional Indirect Tax Practice prior to his transfer to develop the overall Regions tax practice in Western Canada which took place in September 1997. Barry also acted as Business Unit Leader for the Tax Practice in Regions West until October, 2015 when he moved to the Toronto office to take up his current role as National Tax Leader for Public Sector Tax.

Barry utilizes his corporate tax planning skills to develop structural planning solutions for organizations in the public sector that are designed to optimize their position from an income tax, indirect tax and financing perspective. Barry is the lead tax service provider for many of the leading public sector organizations in Canada.

Jennifer Boychuk, Partner, National Indirect Tax, Public Sector Indirect Tax, KPMG

Jennifer is a Partner with KPMG LLP’s Indirect Tax practice, as part of the National Public Sector Tax group. Jennifer’s vast experience in the public sector environment and knowledge of the indirect tax issues impacting these organizations allows her to provide comprehensive support to the organizations as a whole. This includes advising on complex technical issues, identifying key tax risks and significant indirect tax savings, and performing Indirect Tax training to organizations to ensure compliance with legislative changes.

Currently, Jennifer oversees a team across Canada supporting various Universities, Colleges, Technical Institutes, Charities and Not for Profit entities with a full suite of indirect tax advisory and compliance services.

University Culture and Governance Online Course, January 15, 2018 - February 16, 2018


Registration Fee for Members: $550
Registration Fee for Non-Members: $660

Course Description

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

This course provides a comprehensive overview of university culture and governance. The objective is to help administrators, new and established, to better understand the university context and work more effectively and efficiently within the unique university environment.

Among the longest standing institutions in the world, universities adhere to fundamental principles and values that have been championed by academics from the earliest of times.  Those principles and values continue to shape the modern university and contribute to an environment that is substantially different from that encountered in private or public sector organizations.  To be effective in a university, it is essential that administrators understand and respect these values and principles and adapt their practices accordingly.

The unique nature of universities and the academic culture impact how administrators work, interact with individuals, consult, bring forward ideas or plans for review or approval and implement new initiatives. They are experienced by all administrators whether in academic units, central services, student services or ancillary services.

For the complete information including registration details, please visit:

Cancellation/Substitution Policy for online courses

Cancellations must be received in writing five (5) or more business days before the course start date and are subject to a $50.00 processing fee. Refunds will be processed within 30 days after the event. Refunds will not be granted after the registration deadline (5 business days before the start date).

Substitutions must also be received five (5) or more business days before the course start date. Only one substitution is permitted per original registrant with written consent. To request a cancellation or to make a change please send an email to the Event Coordinator at


Workshop: Cyber-Security in Higher Education: Mobilizing to Respond - November 30-December 1, 2017 - Montreal

Workshop presented by CAUBO in partnership with CUCCIO

Course Description

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

News of cyber-security incidents in higher education institutions are regularly making headlines, is your institution next?   Would you know how best to mobilize efforts to respond to the threat?

Participants at the Workshop will have the opportunity to learn from colleagues that have experienced an incident and gain expert insights in response areas such as crisis communication and legal implications of breaches. Preventative tools such as policies and user education will also be addressed.

The complete agenda can be found here.


This workshop is particularly geared to the various stakeholders who may be required to pilot their organization through the complexity of a response to cyber-security threats, including Vice-presidents, CIO’s, Risk Managers and Communications Directors.  Cross-functional teams are strongly encouraged to participate.

Introduction to CAUBO’s Financial Dashboards


In an ever-increasing need for evidence-based decision-making, university administrators rely on indicators to inform their financial, academic and strategic planning processes. In partnership with the Université du Québec Network – Head Office, CAUBO now conveys sector-wide financial data through web-based dashboards, providing members with the ability to see various trends in university finances and how institutions compare.

An overview of the online dashboards will be presented, followed by a live demonstration of how the dashboards can answer some of the most frequently asked questions regarding university finances.

Watch the webinar!

FREE Webinar: Cyber-Security in a University Setting, April 19, 2017 12pm to 1pm EDT and April 26, 2017 12pm to 1pm EDT


In a two-part format we will explore a high level summary of the CAUBO CUCCIO cyber-security report and then discuss progress being made by your peers with regard to implementing the recommendations.

Part 1 – 19/04/2017 12:00PM to 1:00PM EDT
Cyber-security report summary.

Part 2 – 26/04/2017 12:00PM to 1:00PM EDT
Implementation of recommendations discussion.

Webinar Resources

Part 1 – The Video Recording
Part 1 – The presentation
Part 2 – The Video Recording
View the Cyber-Security Report Executive Summary, Full Cyber-Security Report (members-only)


James Cranston
James G (Jim) Cranston’s background consists of two distinct professional experiences: Management Consulting (1975-2001 and 2009-present), primarily in the private sector and Executive Responsibility as a Chief Information Officer at Simon Fraser University (2001-2009).

The IT field consulting work included: system feasibility studies, user requirement definition, business case analysis, RFP preparation, evaluation and package selection, project management, system audits, change management and overall IT planning. While CIO at SFU, then a newly created CIO position, he was accountable for network, telecommunications and infrastructure, ERP and other administrative systems, e-Learning, research support and IT security.

Ted Dodds
Ted is a seasoned IT executive with twenty-five years of experience as the CIO in large, complex, research-intensive universities including UBC and Cornell. He has led major transformational initiatives in organizational change, infrastructure management, information systems, IT security, and strategic visioning.

Ted has specific, relevant, and recent experience with contemporary practices in Cyber/IT security. While at Cornell he reported annually to the Audit Committee of the Board of Trustees on the university’s track record, challenges, and strategy for managing the risks associated with Cyber/IT security. He created the institution’s first Chief Information Security Officer (CISO) position, made the position part of his senior management team, and worked closely with the CISO to develop and adjust Cornell’s Cyber/IT security posture. He chaired the committee charged with institutional oversight in this area, which members included senior staff from risk management, internal audit, and legal counsel.

The severity and frequency of cyber-attacks is increasing. Today’s attackers are malicious, organized, sophisticated, stealthy, and well-resourced. The impact of a breach involves both qualitative (reputational) and quantitative (financial) factors, with remediation costs ranging from tens of thousands to many millions of dollars.

Collaboratively CAUBO and CUCCIO produced the CYBER-SECURITY IN A UNIVERSITY SETTING: Materials to Assist Board Members and Senior Executives Provide Oversight on Cyber-Security Matters report, released in December 2016. The report provides a series of recommendations centred around four pillars, Prepare, Prevent, Respond and Improve. The recommendations are comprehensive and address needs around people, processes and resources.

The authors of the report will provide the summary on April 19 and members from both CAUBO and CUCCIO will share their stories of implementing these recommendations at their institutions on April 26.


University Culture and Governance Online Course, January 23 – February 24th, 2017

CAUBO’s popular online course “University Culture and Governance” is back starting on January 23, 2017! This course provides a comprehensive overview of university culture and governance. The objective is to help administrators, new and established, to better understand the university context and work more effectively and efficiently within the unique university environment. Look for more details on the CAUBO website.

About Facilitator Peter Godman

When Peter Godman began working at the University of British Columbia in 1988, it was clear it was only the beginning of his path in Higher Education. With his wealth of post-secondary knowledge from roles ranging from fundraising to supply management and human resources, it is a natural fit for Peter to be facilitating the University Culture and Governance since 2013.

In 2012, he obtained his MEd in Higher Education from UBC, where he studied the history and culture of higher education and Canadian higher education issues, structure and policy.

Peter currently works as the Operations Manager for Entrepreneurship@UBC, which supports venture creation for UBC students, faculty, and alumni.

Fundamentals of the Research Enterprise

Click here to view the 2016 Schedule

“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 Description

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 seven chapters that are grouped into four modules:

Module 1 – The Research Policy Context and Funding

  • The Policy Context for University Research and its Funding
  • Types of Research Performed And Their Funding Sources

Module 2 – Research Principles and Environment

  • The Underlying Principles that Guide University Research
  • The Research Environment

Module 3 – Administrative Support to the Research Enterprise

  • Research Enterprise Administration
  • Conclusion – The Implications of a Research-Oriented Campus

Module 4 – Group Case Study

Time commitment

Participants are expected to commit approximately 25 hours to the completion of this course, which includes presentations, readings, course activities, group work and Live Learning Sessions.

About Rosie Parnass

Rosie Parnass is the Executive Director of Organizational Development and Learning Centre (ODLC) & Quality of Work-Life Advisor, University of Toronto (U of T).

Rosie has been an active CAUBO member for many years and has facilitated both the University Culture and Governance and the Fundamentals of the Research Enterprise online courses multiple times. She has a Master of Education, specializing in Adult Education and Counselling, from OISE/UT and over 25 years experience at U of T.

FREE Webinar: Quality Starts Here: Changing the Way We Work – McGill University

13:00-14:00 EST

We will introduce some very simple yet effective Lean concepts that can have a huge impact on operations.  Would you like to save hundreds of hours a week?  How about over $200,000? All it takes is about $800 and the willingness to make a difference.  Small improvements can go a surprisingly long way. After this presentation, you will be armed with the building blocks to make what may have seemed impossible, a reality. Jarrod will explain some of the Lean methodologies used to achieve impressive saving with a challenging staff scheduling issue and client service challenge.

The scenario – Scheduling over 80 employees, who on average have 45 days off a year, across seven different locations. Constant staff shortages, often with little or no notice lead to deviations from standard operating procedures and clients see a decrease in quality as employees struggle to manage the work. Managers have to constantly reassign duties as everyday three or more staff are not present.  Join this webinar to learn how McGill created a workable solution that increases efficiency while making their clients happier.


Jarrod Nichol, Lean Thinking Administrator, Animal Resources Center

Webinar Resources

View the Video Recording

The presentation

The 5S numbers game

Building a Toolkit for Effective, Ethical and Responsible Responses to Divestment Campaigns Workshop, November 24-25, 2016 in Toronto

Workshop Summary


Divestment campaigns targeting the fossil fuel industry have become a prominent occurrence for many Canadian higher education institutions over the last several years and it is anticipated that this trend will not be ending anytime soon. This workshop is designed to help institutions respond to divestment requests in ways that ensure that the institutions’ social objectives, environmental concerns, prudent financial management and fiduciary responsibilities are duly considered, carefully balanced and positively conveyed. Given the scope of the workshop, it will be relevant to VPs Administration, treasury and investment professionals, communication officers and others with an interest in the divestment conversation on University Campuses.

Speaker Presentations

Supplementary Material


Kevin ThomasKevin Thomas

Kevin Thomas is the Director of Shareholder Engagement at the Shareholder Association for Research & Education (SHARE), which engages companies on environmental, social and governance issues on behalf of Canadian institutional investors with more than $14 billion in assets under management. SHARE’s clients include pension funds, mutual funds, foundations, university endowments, faith-based organizations and asset managers across Canada.

judy-cotteJudy Cotte

Judy Cotte is V.P. & Head, Corporate Governance & Responsible Investment for RBC Global Asset Management (“RBC GAM”) and is a member of the firm’s Executive Committee. The Corporate Governance & Responsible Investment team oversees all of RBC GAM’s activities related to corporate governance and responsible investment, including the integration of Environmental, Social and Governance (ESG) factors into the investment process, proxy voting, and its ESG focused engagement program. Prior to joining RBC GAM, Judy was the Director of Policy Development & Chief Operating Officer for the Canadian Coalition for Good Governance, a coalition of most of Canada’s largest institutional investors. Previously, she was Senior Litigation Counsel with the OSC, litigation counsel for a large broker/dealer and a partner in a Bay Street law firm.

David EstokDavid Estok

David Estok, Vice-President Communications for the University of Toronto, oversees a team of marketing and communications professionals in digital media, brand marketing, media relations and communications. Prior to this he was the Vice-President, Communications for Sick Kids Hospital Foundation which was recognized for numerous awards in marketing and communications including a Silver Lion at Cannes for the “Better Tomorrow” campaign.Also noteable, The Hamilton Spectator newspaper was nominated for 11 National Newspaper Awards, two Michener awards, and was named best large-scale media organization in Canada under David’s leadership as the Editor in Chief. David is also the former Associate Vice-President for Communications and Public Affairs for The University of Western Ontario and has worked as a writer and senior editor for a number of publications including Macleans Magazine and The Financial Post. David holds a Master’s degree in Journalism from Carleton University and an Honours BA in English and History from The University of Western Ontario.

Robert Inglis

Robert Inglis became the Vice-President, Finance and Administration, of Mount Allison University in 2014. He served as the University controller since 2002, overseeing the financial affairs of the University and has expertise in a wide variety of areas including governance, financial analysis and accountability, not-for-profit management, and financial sustainability. Prior to Mount Allison, Robert held positions at Aon Insurance Managers (Bermuda) Ltd., and KPMG. He is a member of the Canadian, New Brunswick, and Nova Scotia Institutes of Chartered Professional Accountants. Robert is also a Director of Inter-University Services Incorporated and an active CAUBO member who served as the Chair of the Treasury and Investment Committee for several years. Robert holds a Bachelor of Commerce from Mount Allison and completed the Foundation Year Programme at the University of King’s College.

dr-tess-hebbDr. Tessa Hebb

Dr. Tessa Hebb is a Senior Research Fellow and past Director of the Carleton Centre for Community Innovation at Carleton University. She is also Vice-President of Hebb, Knight and Associates. Her research focuses on Responsible Investment, Impact Investment, and Impact Measurement. Dr. Hebb is the past chair of the steering committee of the UN- backed Principles for Responsible Investment (PRI) Academic Network. She also serves on the boards of the Responsible Investment Association (Canada), the Impact Investing Policy Collaborative, the Heartland Network, and the Centre for Innovative Social Enterprise Development. Dr. Hebb brings a deep understanding of impact measurement to her work with her Master’s in Public Administration from Harvard and her Doctorate from the University of Oxford. She has received the Canadian Social Sciences and Humanities’ William E. Taylor Fellowship for outstanding doctoral candidate as well as a Clarendon Fellowship from University of Oxford.

Peter SmailesPeter Smailes

Peter Smailes is responsible for managing university-wide activities relating to capital financing and corporate borrowing, cash management, tax, faculty housing assistance financing, and business contracts and leases.  He has been the Treasurer of the University of British Columbia (UBC) for nine years, and was previously the Associate Treasurer, Finance. Before rejoining the University in 2001, Peter was a treasury consultant working with various universities, hospitals and not-for-profit clients. Peter is the Assistant Secretary Treasurer to the UBC Properties Trust Board, a Board member and Chair of the Finance Committee for BCNET, A Great Northern Way Campus Trust Director, a UBC Staff Pension Plan Director and the Co-chair of the post-secondary Administrative Services Delivery Transformation Initiative. He is also a member of the Boundary Bay Airport Advisory Committee. Peter has a BA in Economics from Carleton University and is a CPA, CMA.

Laura O'NeillLaura O’Neill

Laura O’Neill is a Staff Representative at the B.C. Government and Service Employees’ Union (BCGEU). Her work is concentrated in the areas of pensions, investments and collective bargaining. Before joining the BCGEU in 2013, Laura’s focus was on corporate governance at TD Asset Management, Institutional Shareholder Services (ISS), Ontario Teachers’ Pension Plan and The Shareholder Association for Research and Education (SHARE). Laura was called to the bar in Ontario in 1996, and has a Bachelor of Laws degree from Queens’ University. She is a member of the Law Society of Upper Canada and a CFA Charterholder.

Christie StephensonChristie Stephenson

Christie Stephenson is the Executive Director of the Peter P. Dhillon Centre for Business Ethics at the UBC Sauder School of Business. Prior to joining UBC Sauder, she spent more than 15 years in key roles at socially responsible and impact investing firms including Sustainalytics, NEI Investments (Ethical Funds) and Purpose Capital. She previously worked in politics, government and the non-profit sector. She currently serves as a corporate reporting judge for the Chartered Professional Accounts of Canada, a governance committee member at BlueShore Financial and a director of the Canadian Centre for International Justice and Philippe Kirsch Institute. She has an undergraduate degree from University of Victoria and a graduate degree from McGill University.

Colin SpinneyColin Spinney

Colin is the Treasurer of Dalhousie University.  As Treasurer, his responsibilities include the management of the University’s endowment, expendable and pension fund investment portfolios.  He is also responsible for debt management, financial policy review and development, and endowment budgeting.  He currently is a member of the CURIE investment committee, and is on advisory committees for various private capital organizations.  He is a past member of the CAUBO Treasury & Investment Committee and served on an investment advisory committee for a public insurance fund.  Prior to joining Dalhousie University, Colin was the Assistant Treasurer of a telecommunications company where he was responsible for cash and debt management, investments, banking relations, leasing administration and investor relations.  Colin holds a MBA and is a CPA-CMA.

Deidre Henne

A transformational leader with depth in accounting, financial planning, treasury, contract negotiation, risk management and human resource experience; who has also effectively led significant finance and information technology reorganizations and large capital projects. A people motivator, who instills confidence, interest and engagement to achieve results and provides hands-on support where needed. Provides high quality customer-service to all internal and external stake-holders. A self-starter who is adaptable, inquisitive, organized, precise, confident, dedicated, communicative, patient, and personable. A person who values caring, accountability, respect, integrity and ethics. Deidre is the AVP (Administration) & CFO, McMaster University.

Culture académique et gouvernance collégiale : les comprendre et en apprécier les implications, 17 novembre 2016 à Montréal

This workshop is only offered in French

Culture académique et gouvernance collégiale : les comprendre et en apprécier les implications – Atelier d’un jour présenté sur mesure par l’ACPAU


Cet atelier d’une journée résumera les principaux éléments de contenu de chacun des deux cours en ligne de l’ACPAU afin d’outiller solidement les participants à l’égard des aspects uniques de l’administration en contexte universitaire.

Le cours « La culture et la gouvernance universitaires » a pour objectif d’aider les administrateurs, nouveaux et chevronnés, à mieux comprendre les particularités du monde universitaire, y compris en ce qui a trait à la gouvernance, à la titularisation et à la liberté intellectuelle. Ces connaissances peuvent aider les administrateurs à travailler de manière plus efficace dans le contexte universitaire et à atteindre de meilleurs résultats.

La recherche est l’une des trois raisons d’être d’une université et concerne tous les usagers du campus, des étudiants aux professeurs en passant par les chercheurs et le personnel administratif. Le cours « Principes fondamentaux de la recherche » présente les grandes lignes de cette activité en examinant son financement, ses règles et son administration, de même que ses retombées sur l’ensemble de l’établissement.

Les administrateurs débutants et les employés qui en sont à leurs débuts dans l’administration de l’enseignement supérieur trouveront cet atelier particulièrement utile; quant aux participants ayant une décennie ou plus d’expérience en enseignement supérieur, ils seront motivés d’apprendre que de nombreux collègues aussi expérimentés qu’eux ont trouvé la matière des deux cours très intéressante et instructive.

Cliquer ici pour l’agenda.

L’atelier sera animé par David Graham, conseiller principal du recteur en matière de stratégie internationale et anciennement vice-recteur principal et vice-recteur à l’enseignement et à la recherche à l’Université Concordia. David a contribué de près à l’élaboration du contenu du cours « La culture et la gouvernance universitaires ».

Show Me The Money! (Turning AP into a Profit Center) - McMaster University - October 21, 2016

Friday October 21 from 1PM to 2PM ET

Presenters: Deidre Henne, AVP (Administration) & CFO, McMaster University

Terri Wetton, Senior Manager, Accounts Payable, McMaster University

The speakers will discuss how the project team was able to implement expanded adoption of p-card use with integration to the accounts payable system. These efforts produced a win-win scenario: Services were enhanced with faster and easier reconciliation processes, costs were reduced due to efficiency gains, and revenue increased through enhanced p-card system rebates. Learn more about how this successful Q&P award winning project was implemented and managed.

Webinar Resources

View the Video Recording

Show Me The Money Slide Deck

Purchasing Card Program FlowChart

Purchasing Card Program – RFP

Facilities & Services Invoice Workflow Project, University of Toronto

12:00-13:00 ET

The University of Toronto is constantly working to ensure operational excellence through constant innovation. Learn about some of their work by exploring the Facilities and Services Invoice Workflow Project where the team set out to optimize its accounts payable processes and increase savings and efficiencies. They achieved these objectives by identifying, developing and implementing an innovative solution that meets the University’s requirements. While the solution is SAP-centric, the concept is transferable, scalable and can be put to use by other institutions.

The webinar will discuss how the project team was able to implement an SAP-centric solution that automated the department’s manual accounts payable process totaling approximately 25,000 invoices per year taking into consideration the university’s complex business processes and diverse vendor community. Find out how F&S was able to implement a highly flexible Accounts Payable solution that significantly increased productivity of over 100 staff, enhanced internal controls, improved transparency and expedited invoice payment generating annual savings of over $200,000. The speakers will give an overview of the project – what prompted the need for change, how they identified and implemented the solution, the unique features of the system and lessons learned throughout the process. Apart from the initiative’s productivity and quality impact, the transferability potential and other transformative aspects of this award-winning project will also be highlighted.


Ron Swail, Chief Operations Officer, Property Services & Sustainability, University of Toronto
Darrel Fernandopulle, Director, Financial Services – Facilities and Services, University of Toronto

Click here to download the presentation.

View the Webinar Recording

Purchaser Power Management Training

February 24, 2016
12:30 pm to 14:00 pm (EST)

The Supply Chain Management Association (SCMA) is offering this free 90 minute webinar exclusively to CAUBO members one time only thereby making it more targeted and valuable to the higher education sector.


Purchasing professionals at the management level play an integral role in the supply chain, making decisions that have the potential to be beneficial for both the bottom line and the environment!

This ninety minute session will demonstrate and illustrate some of the different strategies, tools and case studies where energy efficiencies are leveraged and play a pivotal role in reducing waste and substantially decreasing operating expenses.

This program is aimed at senior managers who want to gain better understanding of how to plan and implement an energy efficiency procurement strategy and benefit from the cost savings.

Participants will come away from this workshop with practical tools and guides to help them implement a plan to achieve energy efficiency cost savings and environmentally friendly procurement practices.

Higher Education GST/HST Capital Real Property Planning

Tuesday, February 2, 2016 – 12:00 – 13:00


Jennifer Boychuk, Senior Tax Manager, Public Sector Tax Group at KPMG LLP (Canada)
Martin Coutts, AVP Finance and Supply Management Services, University of Alberta
Brad Klaiber, Director of Finance, University of Calgary
Barry F. Travers, FCPA, FCA, Partner, National Tax, National Leader – Public Sector Tax, KPMG

The Tax Court of Canada has recently released the decisions for the University of Calgary and University of Alberta on the treatment of GST/HST claims in respect of capital real property under a section 211 election pursuant to the Excise tax Act. The Crown is now in the process of deciding whether to accept or Appeal these decisions. These landmark decisions provide a foundation for considering both retroactive and future planning relating to GST claims under section 211 which differ dramatically from the Canada Revenue Agency audit and assessment practice on this issue over the past number of years.

This webinar will feature the KPMG Tax team which designed the approach to the application of the Excise Tax Act for the universities in these court cases along with senior members who acted as witnesses at the court case proceedings from these universities. The objective of the webinar will be to discuss the key issues from the court cases and to review the planning approach to consider going forward in the optimization of utilizing these provisions to all higher education institutions in Canada.


Advanced Resource Management Workshop

November 16-17, 2015 (1.5 days)
Hyatt Regency Toronto
370 King Street West, Toronto, Ontario, Canada, M5V 1J9

In an effort to manage resources effectively, administrators often look to budget models for answers. This workshop will consider if and to what extent such resource allocation models can effectively contribute to sustainability in a financially-constrained environment. We will explore the wide spectrum of resource allocation models, the importance of linking incentives and other elements to the strategic plan and, most importantly, seek answers to key questions that must be contemplated to ensure that a change in model helps drive positive change.

Some of the questions that will be explored are:

  • What are the key elements of a successful resource allocation model?
  • How can we successfully implement a new budget model that will help minimize challenges and maximize expected results?
  • How do incentives impact decision-making and behaviours?
  • How does understanding marginal revenue and costs associated with programs contribute to program optimization?

This one-and-a-half-day workshop will be facilitated by Andrew L. Laws, Managing Director, Huron Consulting Group. The workshop has been developed under the guidance of the CAUBO national office team and a volunteer steering committee.

Those who may find this workshop useful include VPs Administration and Finance, Provosts and VPs Academic, controllers, planning officers and budget directors. All employees of Canadian universities and colleges or Higher Education associations are welcome to attend.

Academic Collective Bargaining in Universities, a Primer

FREE two-part webinar
Part 1: Thursday October 1, 2015 – 12:00-13:30 ET
Part 2: Thursday October 8, 2015 – 12:00-13:30 ET


Louise Pagé-Valin, Chief Negotiator and Associate Vice-President, Human Resources, University of Ottawa (Retired)

This two-part webinar provides an overview of labour relations in the specific context of universities, focussing on academic labour relations and negotiations and their impact on university life and processes.

Collective agreement bargaining with academics occupies a significant amount of time and energy for those who are directly involved in the process, but also generates discussion and speculation within the rest of the university population. When the parties conclude their negotiations, many are involved in the implementation of the agreement.

The webinar will be of interest to you if you are not directly involved in the process but are curious about the unique nature of negotiations with academic personnel and at universities in general, or if you are tasked with implementing aspects of collective agreements but lack knowledge of the issues that are often the mainstay of these negotiations.

By the end of this webinar you will have a better understanding of:

  • The particular context for labour relations in the university environment, the impact of the notion of collegiality, and governance;
  • Basic principles of negotiations and the framework in which collective agreements must operate, as well as the legislation that they cannot ignore;
  • How mandates for negotiations are defined, the role of the negotiation committee and others in the process;
  • Major issues in academic negotiations;
  • Communication principles during negotiations; and
  • Ratification and implementation.

The Story the Numbers Tell

Friday, May 29, 2015 – 12:00 – 13:30

The University of Colorado successfully turned their annual report on its head by rethinking the way they share financial information. Robert C. Kuehler, Assistant Vice President/University Controller and Travis Chillemi, Strategic Communication Technology Manager from the University of Colorado will provide an overview of the “The Illustrated Guide to the Annual Financial Report,” showing how the information was rethought and repackaged to be more user-friendly.

Robert and Travis will also provide an overview of the business case they made for this approach and how they effectively managed this change initiative, and will discuss the benefits that the University of Colorado experienced and the lessons they learned from making their financial statements more accessible.

Using an Active Shooter Scenario Video to Strengthen Campus Safety

Tuesday, May 12, 2015 – 12:00 – 13:30
Free Webinar

The University of Alberta has successfully used a video about responding to an active shooter scenario, along with associated support materials, to improve safety on their campus for faculty, students and staff. Presenters Philip Stack, Associate Vice-President, Risk Management Services, University of Alberta and Terry Langley, Staff Sergeant, Edmonton Police Service will share their success story and explain how you can effectively use this video on your own campus.


Human Pathogens and Toxins Act and Biological Risk Management in Canadian Universities

Thursday, September 25th, 2014
12:00 to 13:30 ET
Free Webinar


Sandra Fry, Director General, Centre for Biosecurity, Public Health Agency of Canada.

In this interactive webinar, the Centre for Biosecurity will present a summary of the Human Pathogens and Toxins Act, as well as biosafety and biosecurity program updates at the Public Health Agency of Canada to support the full implementation of this Act. The Agency recognises that any program and regulatory framework must be evidence based and proportional to the risks. In this vein, some risks will be presented that have been associated with research activities, for a discussion of proposed strategies to reduce biosafety risks while minimising additional regulatory burden on academic institutions. Finally, preliminary analysis of input received from the public comment process on the proposed Human Pathogens and Toxins Regulations will be presented.

This webinar builds upon the presentations given by Ms. Fry at the pre-conference risk management seminar at the CAUBO Annual Conference and Dr. Kirsten Mattison at the CAURA Annual Conference; both this past June.

Implementing an Integrated Travel and Expenses System and Lessons Learned


Crystal French, Travel Program Administrator, University of Manitoba


CAUBO Members: $90
Non-Member Higher Education Institutions: $120

In this interactive webinar, the University of Manitoba will explain the development of their Integrated Travel and Business Expense System, highlighting its successes and benefits as well as the challenges of implementing a new system. The University of Manitoba was awarded the Western Regional Award in the 2013 CAUBO Quality and Productivity Awards for the Integrated Travel and Business Expense System.

This webinar will be followed in June with a session at the CAUBO 2014 Finance Pre-Conference Seminar titled Moving Travel Management into the 21st Century, presented by representatives from York University.


CAUBO Sales Tax Webinar Series 2013-2014

CAUBO, in collaboration with Ryan Canadian Sales Tax Consultants, presents a series of three new tax webinars covering the topics of sales tax, GST/HST and QST, and taxable benefits. These webinars will be presented live on-line, where participants will have the opportunity to ask questions of the presenter.

Webinar Overviews

Webinar 1 – Introduction to Sales Tax in Canada

October 25, 2013 – 12:00-13:30 EDT

This webinar will review the most important issues posed by Canada’s value-added and retail sales taxes.  The value-added tax content will focus on which taxes to charge and when, highlight critical documentation requirements, and outline the common pitfalls that can impede your institution’s ability to recover tax paid.  In addition, the webinar will include a general discussion on organizations that are considered to be public service bodies and public institutions.  During the retail sales tax component, an overview of these taxes will be provided, including who is liable for the tax, how the tax applies to property and services, and exemptions available to taxpayers.   The webinar will conclude with an overview of the impact that Canada’s sales taxes can have on cross-border transactions entered into by universities and colleges.

Webinar 2 – GST/HST and QST – Impact on Universities and Colleges

November 19, 2013 – 12:00-13:30 EST

Complying with GST/HST and QST legislation can be challenging for universities and colleges due to their status as exempt organizations.  To help participants navigate these complex rules, this webinar will outline the various exemptions for supplies provided by public sector/service bodies, public institutions and universities and colleges. In addition, the tax impact of sponsorships, fundraising, transfer payments and research activities will be discussed.   Finally, this webinar will cover specific restrictions that may limit your organization’s ability to recover tax paid and will summarize the rules for employee and volunteer expense reimbursements.

Webinar 3 – Sales Tax Implications of Taxable Benefits
January 14, 2014 – 12:00-13:30 EST

This webinar will include a detailed review of the application of GST, HST and QST to automobile standby charges and operating costs, and provide insight and guidance on other items that may qualify as a taxable benefit.  In addition, the often-overlooked sales tax implications of taxable benefits will be covered, including a discussion of the GST/HST and QST remittance rates that will be in place for taxable benefits provided in 2013.

Managing Projects in Higher Education Administration

The program

The content will be delivered in two parts: a preparation phase and a two-day face-to-face workshop. During the preparation phase, to be completed prior to arriving in Toronto, participants will complete a series of required readings that will provide an overview of principles and practice of project management. Reading materials will be provided to the participants prior to the course with instructions that the material be read before attending the workshop.

The face-to-face workshop will focus on the role of project leaders and the execution of projects within the context of higher education institutions. Special attention will be directed towards what leaders need to do to ensure success, accountability and the creation of an environment conducive to effective change management. A case study approach will be used to allow for a hands-on application of the content.

At the end of the workshop, participants will be better equipped to do the following within a university environment:

  • Successfully plan, manage and close projects that meet their objectives, stay on time and on budget
  • Facilitate the overall project process in a way that promotes long-term success, positive working relationships and interdisciplinary collaboration
  • Use a common lexicon for clear communication using contemporary project management methodology and terminology

The target audience

This workshop will benefit senior higher education administrators from all functional areas.

The facilitator

The workshop will be facilitated by Dwight Fischer, Assistant Vice President and CIO, Dalhousie University. Dwight, a CAUBO volunteer, has developed and conducted this workshop over the past 15 years in several venues and has taught it as a 14-week course online for the University of Phoenix and in the classroom for graduate students in computer science and management at Dalhousie University.


Building the Business Case for Investment in Student Housing

Thursday, April 19 – Friday, April 20

The traditional model of student housing is dead – or is it? Come prepared to challenge your assumptions and broaden your perspective. This CAUBO workshop will look at the WHAT, the WHY, and the HOW of student housing: starting from an overview of the current state of housing at Canadian universities, it will review the reasons for providing housing in the first place, propose solutions to the common barriers to investment in student housing and present practical tools to address some of the financial problems around housing development and operations.

Presenting Financial Information Effectively

Friday, September 28, 2012

The Program

This workshop will provide an in-depth exploration of key issues business officers face when presenting financial information to various audiences. It will investigate, demonstrate and deliver specific tools that participants can take back to their campuses and use successfully.

Three specific areas will be explored:

  • Understand Your Audience Needs – Know what the audience wants/needs, and how information will be used
  • Evaluate Financial Information – Identify the most important aspects of the financial data and relevant time frames
  • Present the Financial Information – Setting context, emphasizing key messages, why is the information important and anticipating questions in advance

The Target Audience

This program is intended for any manager, whether in central administration or at the unit level, who is responsible for conveying financial information to an audience with varying degrees of understanding of financial matters.  Whether you are new to higher education or a seasoned veteran, this program is for you.

The Facilitator

Lyrae Williams, Director of Budget, Colorado College, Colorado Springs is a twenty-year financial professional who has spent the last fourteen years in higher education finance in the United States. She holds a master’s degree in higher education finance and economics.  She is a past presenter at WACUBO’s annual conference and Winter Management & Leadership Institute. She currently serves on the board of WACUBO as co-chair of the professional development committee.


APPA Facilities Performance Indicators (FPI)

October 13th, 2011 at 1:00 pm (EDT)
Free Webinar

The webinar will focus on the “express” survey questions and those modules recommended by CAUBO for completion by our members.  Specific subjects addressed will include:

  • Current replacement value of buildings and infrastructure;
  • Use of facilities audits or estimates for deferred maintenance;
  • Renovation, modernization and adaptation need;
  • Consistent definitions for energy consumption and utilities;
  • Reporting of administrative, custodial and maintenance costs.Ample time will be provided for Q&A following the presentation.

Even if you have participated in the FPI Survey for years this webinar can help you get better results with less effort.  Participants in last year’s pilot project were able to correct inconsistencies and improve their processes – the knowledge they gained is now available to you.

Meet the presenters:

Dan Leslie, Leslie Consulting
Dave Riddell, DVB Riddell & Associates

Dan Leslie and Dave Riddell have extensive experience in Facilities Management at Canadian universities, combined with in-depth knowledge of the FPI survey and its uses.  In their work on CAUBO’s FPI Pilot Project last year they worked with six member institutions to reconcile differences in data definitions and collection techniques, and prepared recommendations for improvements going forward.

Internationalization of Higher Education: Supporting the Internationalization Agenda

Thursday, March 24 – Friday, March 25, 2011


Internationalization is now a determining feature of higher education policy; however, it is not a risk-free proposition for universities. Through strategic partnerships, universities are creating opportunities for faculty and student exchanges, research collaboration, development cooperation and they are offering educational services abroad. These activities bring their own set of challenges, including financial, safety and legal concerns. They also impact services related to student recruitment and support. It is crucial for senior executives and administrators to better understand the internationalization trends regionally, nationally and globally and how these trends translate into their universities’ strategic and operational plans.

The Workshop will explore:

  • The multiple facets of internationalization, including national and international trends
  • How internationalization is impacting higher education policy and the role university executives can play in influencing this policy
  • The institutional approaches followed by universities with extensive experience with internationalization
  • The lessons learned and best practices for dealing with course and service delivery, international student recruitment and support and cultural differences

Tax Webinar Series: Updates and Discussion: PDFs, GST/HST, Pensions, 211 elections and other issues

March 8, 2011 at 1:00 pm (EST)


This session will provide an update on current tax issues, including:


While the 2010 Federal Budget explicitly removed the tax exemption for postdoctoral fellowships, it did not specifically address the income tax status of PDFs. The CRA has recently issued a technical interpretation that states that the income tax treatment of each PDF must be determined on a case by case basis taking into account all of the relevant facts of the individual’s situation.  The webinar will explore the current views being expressed by the Canada Revenue Agency through interpretations and rulings that have been issued in 2010.

GST/HST and pension plans

Recent changes to GST/HST legislation significantly affect universities that provide resources to support the operations of a registered pension plan as the employer is now required to remit GST/HST on the value of these employer resources. The webinar will outline the key employer resources which need to be identified as part of the required tax remittance at the year end of the university. Other implications will also be highlighted, including the 33% pension rebate; the SLFI rules and the provincial attribution %.

GST/HST and 211 elections

The election under section 211 is an election by a public service body to have an exempt supply of real property treated as a taxable supply. There have been notable differences in the interpretation made by the CRA and that made by tax advisors serving the sector, of the circumstances in which such an election can be made. This session will address some of the key issues that this situation raises.

Meet the presenters:

Tracey McHardy, Taxation Manager, University of Saskatchewan
John Robinson, Director, Special Projects, University of Calgary


Members: $90 per session
Non-Members: $125 per session


The Endowment Model: Is it Still Valid for the 21st Century?

Wednesday, May 5, 2010

After more than 500 years, have the wheels finally come off the endowment model? After less than 50 years, have total return, MPT, CAPM and other investment concepts been rendered obsolete by events of the past two years? Are the current common spending formulas still valid and sustainable as we move forward? This webinar will address these issues and look at lessons learned.

Tax Webinar Series

Wednesday, March 31, 2010

The Federal Income Tax Act can have unique implications for universities and colleges, their employees, students, donors and research partners. Although not taxable enterprises, universities and colleges enter into numerous transactions the tax treatment of which can impact positively or negatively on their stakeholders and on the institution’s reputation.

Turnover in personnel, changes in tax law, and the university’s distributed processing of certain transactions all expose the university to serious risks in the tax treatment of transactions. It is for that reason that CAUBO has always assisted universities in tax matters through the development and update of a comprehensive tax guide since 1986.

To further assist university and college staff, CAUBO is introducing a six-part web-based tax series which will focus on the higher risk areas of federal taxation for universities and colleges. Each part will target a different audience in addition to the central financial professionals. It is important that individuals who process transactions or interpret policies which are affected by tax law understand why a process or particular documentation is important for eligible tax treatment. A better understanding of how the institution’s policy or process fits into a broader legal requirement can lessen the chance of errors or of procedural changes which can impact tax treatment. Participants will be introduced to the applicable sections of the web-based CAUBO Tax Guide and university tax rulings that can be helpful when faced with particular issues or requests for exceptions.

The series includes the following:

  • Contract for Services versus Contract for Employment – October 2008
  • Research Related Tax Issues – January 2009
  • Post-Doctoral Fellows and Scholarships
    • The third session, Post-Doctoral Fellows (PDF) and Scholarships, was scheduled for Spring 2009. However, this session is on hold pending resolution of issues with the Canada Revenue Agency relative to post-doctoral fellows.
  • Tax Issues Related to Students – October 2009
  • Donations to Universities – February 2, 2010
  • Payments to Employees / Taxation of Benefits – Fall 2010

Building Sustainable Pension Plans and Post-Retirement Benefit Programs in Canadian Universities

March 24 – 25, 2010

Going concern and solvency deficits are plaguing a number of university Defined Benefit pension plans and Hybrid pension plans as a result of the 2008 economic crisis.  A similar situation, albeit smaller in scope, arose in 1999 with the collapse of the dotcoms. Pension funds have grown to the point that they dwarf university operations creating severe financial hardship for universities when investment losses arise or returns are less than expected.

Post-retirement benefit programs are also placing significant and rapidly escalating financial pressures on universities.  Although many universities have accrued the expenses, few if any, have funded their programs.

Universities are quite different than much of the broader public sector which have mostly pooled their pension plans or pension assets or which have some degree of government backing for the funding of the programs.  To some degree, universities are more akin to large corporations when responding to the challenges of funding these benefit programs and they are looking for ways of making these programs more sustainable going forward.

Universities have often come together to share knowledge, to explore how best to respond, and to seek collective solutions where appropriate.  In this workshop, experts will explore the possible impact of provincial and federal pension reforms, including reforms of CPP, on universities as employers  and on employees…  Universities which have achieved greater sustainability of pension and post-retirement programs at the bargaining table will describe how this was achieved and the tradeoffs granted.  The union view of these issues as well as case law will be considered. Finally, delegates will hear about the experience of collective action in two provinces as well as options currently be explored in one province and by the private sector (General Motors of Canada).

Join us for this important comprehensive review of all the factors and developments affecting pensions and post-retirement benefit programs in universities.  Whether you are introducing or modifying programs or plans, it is important to understand the overall context for this rapidly evolving sector.

Tax Webinar Series: Donations to Universities

February 2, 2010

Donations to colleges and universities are highly diverse and can, at times, be highly complex. They can include anything from the simple donation of cash, to the donation of property (real or intangible) to testamentary gifts. The donor may be employed by the university or independent, and Canadian or foreign, thereby giving rise to certain questions and tests. Know the possible tax implications of the type of donation before you make representations to a potential donor or employee; the financial risks for your organization and the donor are high as are the reputational risks.


Leadership for Sustainability in Higher Education: Taking an Institutional Approach

March 26 – 27, 2009

The challenges of sustainability impact all aspects of universities and colleges: teaching and learning, research, operations and community relations. Across North America, institutions are exploring new management models and creating advisory councils, task forces and steering committees to take an institutional approach to sustainability. Those taking an institutional approach may find themselves with a competitive advantage in the future.

Sustainability is no longer only about operational practices; it is about faculty members, staff and students learning and working together to shape a sustainable future. It creates challenges for administrators and academics alike, making leadership at the institutional level essential.

The workshop will explore:

  • the role of universities in creating a sustainable future
  • the integration of sustainability across teaching, learning and research activities
  • the university as a “living laboratory” and as agent for change in the community
  • ways to assess and manage your institution’s carbon footprint
  • how Canadian universities compare in the global context
  • the integration of sustainability into institutional plans
  • management models for sustainability (structures, policies, accountability)

Investment 101: Introduction to Institutional Investment and Endowments

February 26, 2009

This one-day training program will be of interest to those individuals in higher education who are new to institutional investing and others who have investment management among their many responsibilities.

The morning will begin with an introduction to capital market basics and the characteristics of equity and fixed income investments. This will lead into a description and comparison of active and passive management styles, questions of manager structure and selection, and performance measurement techniques.

The afternoon will focus on the management of endowment funds. Keys to a successful investment program will be discussed, as will legal, regulatory, and fiduciary issues. Factors to be considered in the development of investment and spending policies will be presented. The afternoon session will be enhanced by contributions from university investment professionals, who will present examples from their own institutions.