* Please note that this webinar is available in English only

Date: March 31, 2025
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Universities everywhere across Canada are engaging in Sustainable Procurement and leveraging their supply chain to prevent social and environmental risks and generate positive outcomes for communities. As part of their Sustainable Procurement toolkit, many universities have developed and are using of a Supplier Code of Conduct to convey minimal expectations from their suppliers in terms of ethical business practices, as well as social and environmental commitments.

In Part 2 of this webinar series, the presenters will focus on the work that happens after the adoption of a Supplier Code of Conduct.  McGill University and the London Universities Purchasing Consortium will present how institutions can help ensure compliance with their Supplier Code of Conduct by engaging in risk assessment, communications, monitoring, capacity building, as well as collaborating with worker-led initiatives and organisations conducting on-site audits.

This session will be useful to colleagues interested in Sustainable Procurement or institutions falling in scope of the Fighting Against Forced Labour and Child Labour in Supply Chains Act.

Presenters:

Stéphanie H. Leclerc Program Manager, Sustainable Procurement, Procurement Services McGill University Stéphanie H. Leclerc is McGill University’s Program Manager for Sustainable Procurement. She is guiding the University’s efforts to develop a more sustainable supply chain by taking account of social, environmental, and ethical principles. She works in close collaboration with other administrative staff, faculty members, and students, and she engages in capacity-building with suppliers, and other institutions, to help ensure alignment between procurement activities and the University’s broader Sustainability and Climate Strategy. She is co-founder and co-chair of CASPAR, Canada’s interuniversity working-group on Sustainable Procurement. She holds graduate degrees in Political Science and Management for Sustainability, and she recently completed her PhD with the McGill School of Urban Planning.

Margaret Shapiro Responsible Procurement Lead London Universities Purchasing Consortium Mags is responsible for helping LUPC to implement policy, develop and implement strategy, conduct research and training in responsible procurement. She supports senior category managers to embed responsible procurement throughout the lifecycle of LUPC's framework agreements and supports suppliers to meet human rights and environmental criteria set against global benchmarks. Mags joined LUPC as Responsible Procurement Lead in May 2023 after moving from South Africa, where she ran a sustainability consulting practice for over 15 years. She has worked with global brands and retailers, consulted and trained for the Ethical Trading Initiative (ETI), the Global Reporting Initiative (GRI), the International Labour Organisation (ILO) and participated in research programmes for Durham and Manchester Universities. Mags has a wide range of experience across the private sector in retail, clothing, textiles & footwear, mining, Fast Moving Consumer Goods (FMCG), services and manufacturing, civil society and the public sector. She has a Social Science degree from the University of Kwazulu Natal (South Africa).

* Please note that this webinar is available in English only

Date: February 25, 2025
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Effective strategies for engaging in challenging yet necessary conversations with employees are critical to maintaining respectful workplace interactions, especially when addressing sensitive topics such as perceived health concerns, potential misconduct, or communications that may impact others’ sense of safety.

This session will provide practical guidance, grounded in principles for conflict management, effective communications, and labour law principles, to navigate these discussions while respecting legal frameworks and fostering constructive outcomes. Attendees will also explore restorative processes to rebuild trust and relationships when harm has occurred.

Presenters:

Michael J. Kennedy Partner Hicks Morley LLP Michael Kennedy is a labour and employment lawyer in Hicks Morley’s Toronto office. He is counsel to a wide variety of broader public sector employers such as universities and municipalities as well as large private-sector employers. Michael is the chair of the firm’s University Practice Group and is the former chair of the Municipal Practice Group. He is a trusted advisor to organizations across the country. Michael appears as counsel in labour and employment disputes involving the courts, arbitration, the Ontario Labour Relations Board and the Human Rights Tribunal of Ontario. Michael is experienced in providing strategic bargaining advice and he has unique experience as counsel in interest disputes. He works with executive teams and boards to implement sophisticated planning strategies. He has a proven track record of working with employers and unions to resolve complex disputes in an efficient and timely manner.

Crista Renner Workplace Fairness Analyst & Restoration Practitioner unSpeakable Crista Renner specializes in providing conflict resolution support to senior leaders and executives, facilitating complex discussions, and designing restorative processes that repair relationships and rebuild trust. She coaches leaders at all levels in constructive conflict behaviors, approaching conflict resolution with a trauma-informed lens and cultural sensitivity. Crista’s in-depth knowledge of emerging trends and best practices allows her to design and implement innovative solutions that position organizations for long-term success. She brings a diverse blend of expertise and experience across many industries, including the higher education and academic sectors, providing support and direction in conflict resolution, workplace development, and the creation and maintenance of healthy cultures. With a deep understanding of the higher education sector, she equips leaders with practical tools to navigate sensitive topics, foster inclusivity, and create cultures of accountability and respect. Crista is a Qualified Mediator with an Intercultural designation and holds a Master's Degree in Peace and Conflict Studies from Conrad Grebel College at the University of Waterloo, and a BA in Justice Studies. She also has a speciality as a Restorative and Workplace Fairness Practitioner from the Workplace Fairness Institute.

Moderator:

Tracey Jandrisits Field Representative FBS/CAUBO Tracey Jandrisits is the Faculty Bargaining Services (FBS) Field Representative for the Ontario universities. In this role she provides expert-level advice and support to senior academic administrators and those leading academic labour relations at 24 universities. Tracey served for more than 25 years in various senior roles at the University of Guelph, including: 10+ years as Assistant Vice President Academic (Faculty and Academic Staff Relations) and Senior Advisor to the Provost. Tracey has led the collective bargaining process with faculty (librarians, veterinarians) and academic staff (TAs, Sessional Lecturers) for 20+ years, and is recognized as a leader and go-to-person in the postsecondary education sector with respect to all aspects of academic labour relations.

* Please note that this webinar is available in English only

Date: February 19, 2025
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Universities everywhere across Canada are engaging in Sustainable Procurement and leveraging their supply chain to prevent social and environmental risks and generate positive outcomes for communities.

As part of their Sustainable Procurement toolkit, many universities have developed and are using a Supplier Code of Conduct to convey minimal expectations from their suppliers in terms of ethical business practices, as well as social and environmental commitments. This session will answer the “what, where, who, when, and why?” of the development and adoption of a Supplier Code of Conduct in a university context. Procurement professionals from three different universities will discuss their experience and some of the challenges they encountered along the way.

This will be the first webinar of a 2-part series. Part 2 will cover universities’ experience in working with suppliers to correct issues or improve compliance with their institution’s Supplier Code of Conduct. Both sessions will be useful to members interested in Sustainable Procurement or institutions impacted by the Fighting Against Forced Labour and Child Labour in Supply Chains Act.

Presenters:

	Patrick Greene Acting Manager, Procurement Dalhousie University Patrick is the Acting Manager of Procurement, Procure to Pay Services at Dalhousie University with 19 years of experience in the department. A graduate of the Public Sector Procurement Program and previous roles as a Buyer and Senior Buyer have provided valuable hands-on experience working with suppliers and users alike. This brings to the forefront the challenges and opportunities for positive change. As Dalhousie launches DalBuy (powered by Jaggaer), the timing is perfect to bring such change. With the intersection of Bill S-211, DalBuy and positive leadership momentum, Dalhousie’s Supplier Code of Conduct became effective January 2025.
	Stéphanie H. Leclerc Program Manager, Sustainable Procurement, Procurement Services McGill University Stéphanie H. Leclerc is McGill University’s Program Manager for Sustainable Procurement. She is guiding the University’s efforts to develop a more sustainable supply chain by taking account of social, environmental, and ethical principles. She works in close collaboration with other administrative staff, faculty members, and students, and she engages in capacity-building with suppliers, and other institutions, to help ensure alignment between procurement activities and the University’s broader Sustainability and Climate Strategy. She is co-founder and co-chair of CASPAR, Canada’s interuniversity working-group on Sustainable Procurement. She holds graduate degrees in Political Science and Management for Sustainability, and she recently completed her PhD with the McGill School of Urban Planning.
	Kristen McGill Director, Procurement Services Western University Kristen McGill is the Director of Procurement Services at the University of Western Ontario (Western University), with 12 years of experience in the department. She previously served as the eProcurement Manager, where she oversaw operational, systems, and financial processes. Kristen is an active member of CASPAR and participates in an Ontario university working group for human right due diligence practices. Western’s Sustainable Procurement program has been a priority over the past couple of years, with a focus on integrating high-impact practices into both strategic projects, initiatives, and everyday operations. A key achievement in this area, and in support of Canada’s Bill S-211 legislation, has been the implementation of Western’s Supplier Code of Conduct, which ensures that suppliers commit to minimum ethical standards and business practices.

* Please note that this webinar is available in English only

Date: January 14, 2025
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

In today’s data-rich landscape, institutions are increasingly leveraging data governance to drive digital transformation, enhance human resource data management, and advance strategic enrolment management (SEM).

This session delves into practical case studies illustrating how data governance frameworks can streamline operations, improve decision-making, and ensure data integrity across functions.

We will explore how an institution-wide data strategy bridges the gaps between departments, creating a cohesive, institution-wide approach to data that supports long-term success. Concluding with actionable insights, this session underscores why a unified data strategy is essential for every modern institution.

Presenters:

Patrick Cernea Director, Data Strategy and Governance, Office of Institutional Planning and Analysis York University Patrick Cernea serves as the Director of Data Strategy and Governance at York University. Patrick holds an International MBA from the Schulich School of Business, York University, and is a PMP-certified professional. In late 2020, he launched York University’s Data Governance Program. His visionary leadership has led to the development of a scalable data governance framework, paving the way for the definition of key terminologies and advancements in data quality.

Margaret Kierylo Assistant Vice-President, Institutional Planning and Chief Data Officer, Office of Institutional Planning and Analysis York University Dr. Margaret Kierylo’s career spans over 15 years in higher education. Currently serving as the Assistant Vice-President, Institutional Planning and Chief Data Officer at York University, Margaret leads the Office of Institutional Planning and Analysis. The Office leads and supports York’s Data and Analytics Strategy, Data Governance, Integrated Resource Planning, Institutional Research and Analysis, Strategic Enrolment Management, and Academic Resource Planning. Since joining York University in 2022, she has devoted her efforts to developing the institution's inaugural Data and Analytics Strategy. Margaret holds a BA and MA from the University of Waterloo, a PhD in history from Queen’s University, and a Certificate in College and University Administration from the University of Manitoba.

* Please note that this webinar is available in English only

Date: September 24, 2024
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

In this webinar, panel members will highlight current examples of troublesome behaviour and law applicable to the following questions:

1. Can expression customarily be considered the exercise of academic freedom and be actionable bullying, harassment, or discrimination?
2. Is incivility, occupying common university property, hate or defamatory speech protected by academic freedom?
3. Does academic freedom protect someone from misconduct claims arising out of disrupting a class, meeting, event, or other university activity?
4. Are the responses to these questions different if freedom of speech is engaged?
5. Are the responses to these different if the act complained about is unrelated to a university activity?

Using scenarios and hypothetical questions, the panel members and webinar participants will examine the limits of academic freedom and freedom of expression as an answer to claims of culpable behaviours.

Presenters:

Gabriel Joshée-Arnal Partner Neuman Thompson Gabriel (Gab) practices in all areas of labour and employment law on behalf of employers and has extensive litigation experience. He has appeared on behalf of clients at all levels of Court in Alberta, as well as before the Saskatchewan Court of Appeal and the Federal Court of Canada. He has also represented clients in grievance arbitrations, as well as in matters before the Alberta Labour Relations Board, the Workers’ Compensation Board, Alberta Employment Standards, Alberta Occupational Health and Safety, the Office of the Information and Privacy Commissioner of Alberta, the Alberta Human Rights Commission and in proceedings under the Saskatchewan Employment Act and Canada Labour Code. Gab supports clients with several other labour and employment-related matters. He acts as the lead spokesperson for employers in collective bargaining on behalf of employers and provides strategic advice related to collective bargaining. He also advises clients on day-to-day labour and employment-related matters, including policy drafting, organizational changes, labour and employment issues in transactions, and employment contracts. Gab has worked with a range of clients in both the public and private sectors, with operations across Canada. He has supported and continues to support several of Alberta’s post-secondary institutions in labour and employment-related matters.

Chantel Kassongo Partner Neuman Thompson Chantel has significant experience with providing strategic advice on behalf of employers in both the public and private sectors. Chantel is often engaged as chief spokesperson in numerous rounds of collective bargaining and bargaining disputes that are extremely high-risk and complex. Chantel has been providing both federally and provincially regulated employers with labour and employment advice for 20 years. She has an extensive background representing employers on a diverse range of labour and employment matters including certification applications, collective agreement administration, advising on discipline, terminations, and defending wrongful dismissal claims, human rights and labour relations complaints and grievance arbitrations. Chantel has appeared as counsel before courts, arbitration boards, human rights tribunals, and federal and provincial Labour Relations Boards. Chantel represents a broad cross-section of management-side clients in all her practice areas. In the public sector, Chantel represents governments at the provincial and municipal levels, public agencies, health care employers, and educational institutions. Private sector clients include mining, transportation, gaming, industrial manufacturing, agricultural and retail undertakings. Before joining Neuman Thompson, Chantel was the Director of Global Labour Relations for Viterra Inc. and, before that, practiced labour and employment law as an associate at a law firm in Saskatchewan.

* Please note that this webinar is available in English only

Date: June 20, 2024
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Bill S-211, an Act to enact the Fighting Against Forced Labour and Child Labour in Supply Chains Act and to amend the Customs Tariff (the Supply Chains Act) received royal assent on May 11, 2023, and came into force on January 1, 2024. The measures introduced through the Act aim to increase industry awareness and transparency and drive businesses to improve practices.

The Act obligates certain entities and government institutions to submit an annual report to the Minister of Public Safety by May 31 of each year. This report must detail the steps they have taken during the previous financial year to prevent and reduce the risk of the use of forced or child labour, either by reporting entities or in their supply chains.

This webinar will address some of the questions being raised about the application of the Act and provide more practical details about the reporting process. Participants will hear from KPMG, Carleton University, and McGill University about their experiences and lessons learned about the approval and filing process to submit their first report. They will also outline next steps for planning and compliance.

Details about the reporting requirements, submission process, and guidance for reporting entities are available on Public Safety Canada’s website.

Presenters:

	Lisa Cabel National Leader, Employment & Labour Law KPMG With over 20 years of experience, Lisa is a Partner at KPMG Law and the National Leader of KPMG law’s Employment and Labour practice. Lisa’s practice is management side labour, employment, human rights and pay equity. She works with a diverse array of clients across all industries, from start-ups and family businesses, to large-cap public and private sector employees and companies. She also specializes in and provides legal advice to clients around forced labour legislation, pay equity, collective agreement interpretation and negotiation, collective bargaining, employee discipline and terminations, wrongful dismissal claims, health and safety, harassment, and workplace policies and investigations. Lisa provides practical and timely advice on a wide range of topics through webinars, client seminars, articles, podcasts and media interviews. She has published her book Ontario Litigator's Guide to Human Rights Practice, which is in its second edition, as well as released significant thought leadership pieces in response to employment and labour issues.
	Stéphanie H. Leclerc Program Manager, Sustainable Procurement, Procurement Services McGill University Stéphanie is the Program Manager for Sustainable Procurement at McGill University. She is PhD Candidate in the McGill School of Urban Planning, and the Co-Chair of CASPAR, CAUBO’s Canada-wide Inter-University Working Group on Sustainable Procurement.
	Sandra Nelson Director, Strategic Procurement and Financial Information Systems Carleton University Sandra Nelson is the Director of Strategic Procurement and Financial Information Systems at Carleton University, and the current Chair of the Ontario University Professional Procurement Management Association (OUPPMA). As Chair of OUPPMA, she is stewarding the Association through transformation, realignment, and rebranding to emphasize the strategic role of the Association and its members in the public procurement landscape while initiating projects that connect the membership and the sector in new and meaningful ways. She is also a PhD Candidate in Management and Change at the Sprott School of Business at Carleton and is a Chartered Professional Accountant in Ontario. Her areas of research interest include organizational change and organizational culture. The many lessons learned throughout her academic and professional career have led her to advocate for a people-focused approach to strategy and change, with an emphasis on understanding value, purpose, and impact throughout any initiative.

* Please note that this webinar is available in English only

Date: June 12, 2024
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

As a follow-up to last year’s webinar where the staff from the NSERC/SSHRC Finance team provided an update on the revised tri-agency financial monitoring framework and the pilot conducted in 2022-23, this year’s session will present the approach taken by NSERC/SSHRC to establish a baseline of the overall financial risk of each organization receiving grant funding from NSERC-SSHRC.

Topics covered include:

• Context for the revised financial monitoring framework
• Financial risk assessment
• Baselining process
• Revised process for financial monitoring reviews
• Next steps

Presenters:

Assétou Coulibaly Acting Manager NSERC/SSHRC Financial Monitoring Assétou is the Acting Manager of the Financial Monitoring team since March 2024. Prior to this assignment, Assétou was a Senior Financial Officer within the same team and worked on the review of the Agencies’ financial monitoring framework. Before joining the Financial Monitoring team, she was Program Officer in the SSHRC Research Training Portfolio team.

Rawni Sharp Deputy Director NSERC/SSHRC Financial Compliance Rawni has been with the NSERC/SSHRC Finance team since April 2019, working on the financial administration renewal project. Prior to that Rawni worked in various NSERC program and corporate teams, where she managed several research grants and scholarships funding opportunities and NSERC-wide activities related to research compliance and council governance.

* Please note that this webinar is available in English only

Date: April 30, 2024
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Canadian universities may have satellite campuses, research laboratories and employees outside their home province. Considering advances in technology and an increase in remote working, this trend is likely to continue. Consequently, it is now more important than ever for universities to carefully consider and manage the legal issues and risks associated with operating and employing individuals in other jurisdictions.

But what steps can universities take to manage and address the legal risks associated with out-of-province activities?

Join our expert legal panel as they discuss key issues and best practices for out-province and out-of-country operations and employment, including, for example:

• The interpretation of your collective agreements and their applicability to out-of-province employees
• Negotiating collective agreement language for remote workers
• Human rights and other remote working accommodations for out-of-province employees
• Best practices in non-union employment contracts for remote working relationships
• Tax implications for universities operating and employing out-of-province or out-of-country
• Determining the province of employment

Presenters:

	William Hlibchuk Partner Norton Rose Fulbright Canada LLP A fluently bilingual member of both the Ontario and Quebec bars, Hlibchuk represents and advises employers and national and international corporations on employment and labour law matters. His strengths lie in understanding complex situations and formulating effective strategies to prevent and avoid litigation. He also helps employers manage employee-related risk in matters such as harassment, health and safety, performance management, absenteeism, and drafting and interpreting employment contracts and workplace policies.
	Chris Johnston Associate Norton Rose Fulbright Canada LLP Chris Johnston’s tax practice includes personal and corporate tax planning. He advises clients on tax-effective corporate structuring, reorganizations, and business succession planning, as well as inter vivos and post-mortem estate planning. He also advises on transactional tax planning and international tax matters. In 2021, he completed the CPA In-Depth Tax Course.
	Jordan Kirkness Partner Norton Rose Fulbright Canada LLP Jordan Kirkness represents employers in labour and employment disputes and advises businesses on employment, pension and benefits issues. In litigation, he defends management interests in wrongful dismissal claims, union grievance arbitrations, and human rights tribunal applications. In his solicitor practice, he advises employers on corporate transactions and reorganizations and administration of pension and benefits plans. He also drafts and negotiates executive employment agreements, collective bargaining agreements, and incentive compensation plans.

Moderator:

Lynne Gervais
Field Representative
FBS/CAUBO

Lynne has been a Field Representative since 2018. Lynne served eleven years as Associate Vice-Principal, Human Resources, McGill University and has over 30 years’ experience with various multinational organizations. At the international level, she has served as an expert member of a mergers and acquisitions due diligence team on HR matters and moderated roundtables as part of the European Works Council (EWC) process. Her areas of expertise are total compensation, benefits, pension, human resources information systems, succession planning, international mobility, collective labour negotiation mandates and organizational effectiveness. She has demonstrated skills in change management, team building and project management and is known for promoting leadership through mentoring and coaching.

* Please note that this webinar is available in English only

Date: March 27, 2024
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

The new Canadian Sustainability Standards Board, established in 2023, will be issuing its first two sustainability reporting standards. The new standards will focus on general disclosures integrating enterprise risk with sustainability concepts (IFRS S1), and climate related reporting focused mainly on carbon emissions across all scopes including direct and indirect (IFRS2).

This webinar will provide an overview of the upcoming reporting changes and how universities can adapt existing policies, processes, and structures to prepare for new sustainability reporting requirements. Tools and tips will focus on governance, strategy, integrated enterprise & sustainability risk assessments and scenario considerations, along with measures and reporting. As well, the webinar will include additional guidance on how to shift policies toward sustainability to promote practices aligned with these reporting requirements and other international best practices including the Task force recommendations for Climate-related Financial Disclosures (TCFD).

The presenters will discuss how to leverage existing university structures to incorporate specific sustainability matters, where accounting and auditing professions will require specific sustainability reporting, and how to prepare for the reporting disclosures when the requirements become effective.

Presenters:

Deidre (Dee) Henne
Chief Executive Officer
Lead Accretive

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

Brandon Dickson
Graduate Student
Balsillie School of International Affairs

Brandon Dickson is a SSHRC funded doctoral student in Global Governance at the Balsillie School of International Affairs in Waterloo, Ontario. He holds an Honours BA in Political Science and English, and a Bachelor of Education from Western University as well as a Masters of Arts in Global Governance from University of Waterloo. Brandon’s research focuses on global sustainability governance with particular focus for how universities interpret and react to global sustainability agendas. Brandon has worked in research since 2017 on projects related to higher education governance, mathematics education, and data science education. His academic contributions include peer-reviewed contributions to journals such as Policy Reviews in Higher Education and the Journal of Professional Capital and Community as well as numerous national and international conferences on higher education policy. Brandon has also received institutional, provincial and national scholarships and awards for his excellence in research.

* Please note that this virtual roundtable is available in English only.

Date: February 29, 2024
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

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

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

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

Panelists:

	Shelley Hopkins Executive Director, Financial Planning and Budgeting University of Manitoba Shelley Hopkins is currently Executive Director, Financial Planning and Budgets at the University of Manitoba, where she brings valuable insights and experience from previous roles at Winnipeg Regional Health Authority and EDS Technologies. Shelley holds a CMA in accounting with the Society of Management Accountants, and possesses a robust skill set that includes healthcare, quality improvement, hospitals, EMR, healthcare information technology and more.
	Daniel Therrien Associate Vice-President, Integrated Planning Concordia University Daniel Therrien is Associate Vice-President of Integrated Planning at Concordia University, where he oversees a coordinated approach to data analytics and forecasting to support data-informed decision-making. As the university’s chief data officer, he collaborates with senior leadership to build on existing strategies in developing an integrated-planning framework that supports institutional priorities. Daniel has been a member of the CAUBO Board of Directors since September 2022.
	Nancy Walker Vice-President, Finance & Administration University of Lethbridge As Vice-President, Finance & Administration, Nancy Walker oversees eight administrative reporting units and serves as a liaison officer for the Universities Academic Pension Plan and other provincial and federal funding agencies. Nancy has worked at the University of Lethbridge since 1990. She is a Fellow of the Chartered Professional Accountants and recipient of the 2020 CAUBO Ken Clements Distinguished Administrator Award. In 2023, she received Honorary Membership in CAUBO for Distinguished Service.

* Please note that this webinar is available in English only

Date: February 22, 2024
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

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

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

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

Presenters:

	Mary M. Aylesworth Director, Financial Operations Simon Fraser University Mary is the Director of Financial Operations at Simon Fraser University. She is responsible for Procurement Services, Payment services, and Payroll. She is a leading voice for Sustainable Procurement in higher education in British Columbia and active member of CASPAR, CAUBO’s Canada-wide Inter-University Working Group on Sustainable Procurement.
	Thierry Gras Chouteau Climate Change Advisor, Sustainable Development Unit, Vice-Rectorate of Administration and Finance Université de Montréal Thierry is the Climate Change Advisor at the Université de Montréal. Thierry is responsible for the carbon quantification of the institution, the strategy for reducing its carbon footprint, and the development of digital tools for sustainable development data management.
	Stéphanie H. Leclerc Program Manager, Sustainable Procurement, Procurement Services McGill University Stéphanie is the Program Manager for Sustainable Procurement at McGill University. She is PhD Candidate in the McGill School of Urban Planning, and the Co-Chair of CASPAR, CAUBO’s Canada-wide Inter-University Working Group on Sustainable Procurement.

Host:

Gwen Toole
Community Practice Leader
CAUBO Procurement TLAG

Gwen Toole is the former Director of Purchasing Services at the University of Saskatchewan and former Chair of the CAUBO National Procurement Committee. Her purchasing/supply management career spans over 37 years in the public and corporate sectors including post-secondary education, mining, electronics manufacturing, construction, media advertising and the hospitality industry.

In 2012, Gwen received the Ken Clements Distinguished Administrator Award for her leadership, commitment and contributions to her institution, her profession, CAUBO and the Western Universities Supply Management Association (WUSMA). Upon retirement, she was recognized by Supply Chain Canada (formerly known as the Purchasing Management Association of Canada) with an Honorary Life Member Award.

* Please note that this webinar is available in English only

Date: December 12, 2023
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Artificial intelligence (AI) is transforming the academic sphere and presenting new challenges in the context of labour relations. This webinar will provide a general overview of the AI landscape and AI tools currently being used and the implications of their use with respect to faculty, students, and members of the research community. It will also focus on emerging issues including the ethical use of AI, academic integrity and discipline, student misconduct, and the use of AI tools in labour relations environments.

Presenters:

	John E. Brooks Partner, Hicks Morley LLP John Brooks, a partner in Hicks Morley’s Toronto office, advises and represents employers on all aspects of the employment relationship. John has significant experience in the post-secondary education sector and represents a variety of Ontario universities in labour and employment matters. He regularly provides strategic advice regarding union organizing, certification and collective bargaining negotiations, and he assists employers in establishing realistic mandates and long-term collective bargaining goals. His broad expertise allows him to draw on best practices when proposing effective collective agreement language or settlement options. He also provides representation in various forums including rights and interest arbitrations, labour board proceedings, and internal university tribunals.
	Mark J. Daley Chief AI Officer Western University Mark is the Chief AI Officer at Western University and a full professor in the Department of Computer Science with cross-appointments in five other departments, The Rotman Institute of Philosophy, and The Western Institute for Neuroscience. He is also a faculty affiliate of Toronto’s Vector Institute for Artificial Intelligence. Mark has previously served as the Vice-President (Research) at the Canadian Institute for Advanced Research(CIFAR), and Chief Digital Information Officer, Special Advisor to the President, and Associate Vice-President (Research) at Western. Mark is the past chair of Compute Ontario and serves on a number of other boards.
	Agatha Suszek Associate Hicks Morley LLP Agatha Suszek, an associate in Hicks Morley’s Toronto office, is a labour, employment and privacy lawyer in Hicks Morley’s Toronto office. She regularly provides advice and representation to employers and management in both the public and private sectors on a wide range of issues including grievance arbitrations, labour disputes, wrongful dismissal actions, human rights and accommodation, employment standards, privacy and data security. She has represented clients before the Superior Court of Justice, the Health Professions Appeal and Review Board and various tribunals including the Human Rights Tribunal of Ontario. Agatha also has experience in drafting policies and procedures in the public sector.

Moderator:

Tracey Jandrisits Field Representative FBS/CAUBO Tracey Jandrisits is the Faculty Bargaining Services (FBS) Field Representative for the Ontario universities. In this role she provides expert-level advice and support to senior academic administrators and those leading academic labour relations at 24 universities. Tracey served for more than 25 years in various senior roles at the University of Guelph, including: 10+ years as Assistant Vice President Academic (Faculty and Academic Staff Relations) and Senior Advisor to the Provost. Tracey has led the collective bargaining process with faculty (librarians, veterinarians) and academic staff (TAs, Sessional Lecturers) for 20+ years, and is recognized as a leader and go-to-person in the postsecondary education sector with respect to all aspects of academic labour relations.

* Please note that this webinar is available in English only

Date: November 29, 2023
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Procurement in higher education institutions has become more complex and subject to an increasing array of legislation, regulations, and policies. Navigating through these frameworks is challenging at best.

The Building Ontario Businesses Initiative (BOBI) is meant to strengthen supply chain security and boost domestic production of critical goods. It will provide Ontario companies with greater access to public procurement opportunities. Scheduled to come into effect on January 1, 2024, the BOBI Act will be applicable across all public sector procurements, including ministries, agencies, hospitals, school boards, universities, and various other institutions.

The Ontario Superior Court of Justice (Divisional Court) recently voided two decisions by Ontario’s Ministry of Transportation in Thales DIS Canada Inc. v Ontario. The Court found that the request for bids in dispute did not comply with the Government of Ontario’s obligations under the Canada-European Union Comprehensive Economic Trade Agreement (CETA). This is a precedent setting and significant decision as it raises the responsibility and compliance required of provincial authorities with international trade obligations in the context of procurement. It demonstrates that the courts understand the trade agreements and what that means for public sector entities, which includes higher education. In brief, this decision has set precedent meaning it has the potential to affect Canadian higher education procurement that is thinking of, or that has been directed to, favour local suppliers.

In May 2023, Bill S-211: Forced Labour in Canadian Supply Chains was given Royal Assent. The Bill comes into effect on January 1, 2024, implementing new measures to address the use of forced and child labour in global supply chains and to make some tariff related changes. These measures are directed at federal government institutions and private sector entities and compel them to take steps to prevent this exploitation of vulnerable individuals.

Join our panel of legal experts who will discuss the implications for Canadian higher education institutions.

Presenters:

Laura Little Counsel Fasken LLP Laura Little practices in the areas of procurement and government contracts, national security and international trade and is a member of the Fasken Government Relations team. With over a decade of experience as counsel to the Canadian International Trade Tribunal and the Treasury Board Secretariat for the federal government, Laura provides clients with practical and relevant advice on the laws, policies and processes that apply to government operations, procurement and contracts, as well as the interpretation of Canada’s domestic and international trade agreements.

Marianne Smith
Partner
Blake, Cassels & Graydon LLP

Marianne has over 15 years of experience as a commercial lawyer. A significant portion of Marianne’s practice encompasses public procurement, infrastructure, and public-private partnerships. She advises clients on the development, preparation and ongoing administration of public tenders and procurement processes, and the development and negotiation of commercial agreements for the design, construction, financing, and maintenance of infrastructure.

In her procurement practice, Marianne acts for domestic and international clients in a wide range of sectors, including transit and transportation, civil infrastructure, roads and bridges, water and wastewater, health-care services, information technology, gaming, energy, and mining. She also regularly acts for both procuring entities and bidders with respect to conducting a successful procurement process, fairness issues, mitigating procurement risk and avoiding compliance issues. In particular, Marianne has expertise in the procurement of mega infrastructure development projects and alternative finance and procurement projects across multiple jurisdictions, including municipal, provincial, federal, and international.

Host:

Gwen Toole
Community Practice Leader
CAUBO Procurement TLAG

Gwen Toole is the former Director of Purchasing Services at the University of Saskatchewan and former Chair of the CAUBO National Procurement Committee. Her purchasing/supply management career spans over 37 years in the public and corporate sectors including post-secondary education, mining, electronics manufacturing, construction, media advertising and the hospitality industry.

In 2012, Gwen received the Ken Clements Distinguished Administrator Award for her leadership, commitment and contributions to her institution, her profession, CAUBO and the Western Universities Supply Management Association (WUSMA).  Upon retirement, she was recognized by Supply Chain Canada (formerly known as the Purchasing Management Association of Canada) with an Honorary Life Member Award.

* Please note that this webinar is available in English only

Date: November 6, 2023
Duration: 75 minutes

Click here to get access to the presentation documents and recording from the session

Four years ago, the World Health Organization (WHO) declared that COVID-19 was a global pandemic. As we have now regained a degree of normality, CAUBO’s two-part series Improving Our Resilience in Times of Crisis: Governance and Planning Insights will seek to reflect on lessons learned to ensure that we are collectively better prepared to face potential future long-lasting and highly disruptive events.

Join us for this webinar facilitated by MNP, where representatives from three universities will share insights and lessons learned related to their Crisis Management Governance Structures, including major challenges encountered, areas of most significant debates, thoughts on right-sizing crisis governance bodies, and the evolution of their institutions’ governance structures throughout the pandemic.

Save the date for Part 2 – Virtual Roundtable: Documenting and Evolving Emergency and Business Continuity Plans happening on Thursday, November 30^th from 1:00 to 2:30 PM (ET). Registration opening soon.

Moderator:

Cliff Trollope
Partner, National Leader, Business Resilience Services
MNP

Cliff Trollope, CBCP, CRM, CAS, is a partner and MNP’s Business Resilience Practice Leader. With more than 20 years of experience helping clients with emergency response, business continuity, crisis management and physical security, Cliff delivers effective, efficient solutions to address the most complex business challenges. He has led business continuity and emergency management projects for private companies and with all levels of government, postsecondary education institutions, and schools. Cliff holds a BA and MA in Defence Studies from the Royal Military College of Canada. His professional certifications include Certified Business Continuity Professional and Certified Anti-Terrorist Specialist. He is also a member of Disaster Recovery International, Disaster Recovery Information Exchange, and the International Association of Emergency Managers.

Panelists:

Bob Maber
Senior Director, Security & Emergency Management
University of Calgary

Bob Maber is a skilled emergency management and security professional with over 18 years of experience. He has provided fire and technical rescue response and training to a wide range of industries including oil and gas, municipal governments, postsecondary institutions, manufacturing and construction. Bob is currently Senior Director of Emergency Management and Campus Security at the University of Calgary, where he oversees emergency response, business continuity and public safety activities. He was instrumental in leading UCalgary through several major incidents, including the 2013 Calgary floods, 2016 Fort MacMurray wildfires and, most recently, the university’s multifaceted response to COVID-19. In June 2021, Bob received the Order of the University of Calgary Award for his exemplary and distinguished service.

Kim Murphy
Executive Director, Risk Management and Safety Services
Queen’s University

Kim Murphy assumed the role of Executive Director of Risk and Safety Services at Queen’s in April 2018. She leads the departments of Environmental Health and Safety, Campus Security and Emergency Services, and Insurance Services, and oversees the strategic direction on all issues related to risk management, safety, and security. Kim is also responsible for the development of a framework that allows the university to manage risk in a structured way and promote a strong risk management culture. Kim is a Chartered Public Accountant who began her career at Queen’s in 1999 after working in public accounting for eight years. Her previous roles at Queen’s have included positions in Internal Audit, the Office of the AVP & Dean of Student Affairs, and the Office of the Vice-Principal (Finance and Administration).

Natalia Skapski
Director of Safety & Emergency Services
Capilano University

Natalia is the Director of Safety and Emergency Services at Capilano University (CapU) in North Vancouver, BC. She holds a MA in Geography (disaster studies) from Carleton University and has had a more than 30-year career in emergency management and safety services in public service and as a hands-on volunteer with the Canadian Red Cross disaster services and, more recently, with Team Rubicon Canada. Natalia was instrumental in helping CapU navigate in-person courses, work, and events throughout the COVID-19 pandemic, including supporting plans for “car-vocation” graduation ceremonies. For her experience, dedication, and innovation during the pandemic, she was nominated by CapU and awarded the B.C. Medal of Good Citizenship for 2021.

* Please note that this webinar is available in English only

Date: November 2, 2023
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

The third and final data governance webinar will focus on operating models and roles and responsibilities for data governance within higher education institutions. Representatives from Deloitte will compare and contrast different operating models for data governance and the benefits and challenges of each. They will then discuss the various roles and responsibilities required within the framework. Deloitte will be joined by Chris Gaschler, Associate Vice-President, Information and Communications Technology at the University of Saskatchewan and Daniel Therrien, Associate Vice-President, Integrated Planning at Concordia University, who will share their perspectives on lessons learned from the data governance journeys at their institutions.

Presenters:

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

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

Zamyla Chan
Lead, Artificial Intelligence and Higher Education
Deloitte Canada

Zamyla is the Artificial Intelligence and Higher Education Lead at Deloitte. Her journey with data and artificial intelligence began at Harvard University, where she obtained her Honors Bachelors, Masters, and PhD degrees. During this time, she also designed curriculum and was a Lead Instructor for CS50, an intensive introductory computer science course, both on campus and to millions of students worldwide on edX.

Within Omnia AI, Deloitte Canada’s Data and Artificial Intelligence practice, Zamyla supports the development of solutions in data, analytics, and artificial intelligence within higher education and the government and public sector.

Chris Gaschler
Associate Vice-President, Information and Communications Technology
University of Saskatchewan

Chris Gaschler currently serves as the Interim Associate Vice-President Information and Communications Technology and Chief Information Officer at the University of Saskatchewan but has spent the prior 5 years as the Chief Enterprise Architect and Director of Identity and Data Management. With over two decades at USask, Chris has played a pivotal role in spearheading strategic technology and data initiatives across the university.

Mario Morgado
Partner, Data Driven Campus
Deloitte Canada

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

Daniel Therrien
Associate Vice-President, Integrated Planning
Concordia University

Daniel Therrien holds the position of AVPIP at Concordia University, where he oversees a coordinated approach to data analytics and forecasting to support data-informed decision making. As the university’s chief data officer, the AVPIP works in collaboration with the university’s senior leadership to build on existing strategies in developing an institutional integrated-planning framework that supports institutional priorities. Daniel has been a member of the CAUBO board of directors since September of 2022.

* Please note that this webinar is available in English only

Date: October 26, 2023
Duration: 60 minutes

Click here to get access to the presentation documents and recording from the session

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

—Canada’s Net Zero Advisory Body

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

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

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

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

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

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

In 2021, GFANZ recommended that governments:

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

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

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

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

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

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

Guest Speaker:

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

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

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

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

* Please note that this webinar is available in English only

Date: October 12, 2023
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

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

Presenters:

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

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

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

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

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

Zamyla Chan
Lead, Artificial Intelligence and Higher Education
Deloitte Canada

Zamyla is the Artificial Intelligence and Higher Education Lead at Deloitte. Her journey with data and artificial intelligence began at Harvard University, where she obtained her Honors Bachelors, Masters, and PhD degrees. During this time, she also designed curriculum and was a Lead Instructor for CS50, an intensive introductory computer science course, both on campus and to millions of students worldwide on edX.

Within Omnia AI, Deloitte Canada’s Data and Artificial Intelligence practice, Zamyla supports the development of solutions in data, analytics, and artificial intelligence within higher education and the government and public sector.

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

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

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

Mario Morgado
Partner, Data Driven Campus
Deloitte Canada

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

* Please note that this webinar is available in English only

Date: September 21, 2023
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

In this first of a three-part webinar series, representatives from Deloitte will introduce CAUBO’s Data Governance Framework for Canadian universities. This framework will help you customize and select the key components and capabilities of an efficient data governance framework tailored to your institution’s needs. Presenters will discuss use cases for data governance in the higher education sector and identify how a healthy data governance program can facilitate your institution’s specific needs and objectives. They will be joined by Marcela Hernandez, Chief Data Officer at UBC, who will share her perspectives on lessons learned during that institution’s data governance journey.

The CAUBO Data Governance Framework is available here.

Presenters:

Mario Morgado
Partner, Data Driven Campus
Deloitte Canada

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

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

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

Marcela Hernandez
Chief Data Officer
The University of British Columbia

Marcela is responsible for UBC’s enterprise data and information strategy. The data governance function ensures data processes and standards are built and reviewed to prevent misuse of institutional data assets. Marcela’s work includes developing a data governance framework and collaborating with institutional data stewards representing academic and administrative areas across campus.

* Please note that this webinar is available in English only

Date and Time: April 25, 2023
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Please join us for a presentation on group benefit market trends with Geneviève Lemieux and Vincent Boudreau-Plouffe from Mercer, moderated by Lynne B. Gervais, FBS Field Representative. This webinar seeks to provide an overview of trends that, together, contribute to the challenges faced by employers to fund both the increasing costs of current employee benefit and post-retirement plans and employees’ requests for additional benefits and coverage. An overview of well-being and mental health provisions embedded in group benefit plans will also be presented, as well as how diversity, equity and inclusion considerations impact benefit programs. Hear what’s top of mind for employees and how Canadian employers can address those concerns.

Presenters:

Geneviève Lemieux, GBA
Partner, Québec and Ottawa Health Business Leader
Mercer Canada

Geneviève is a partner and leader of Mercer’s Health practice for Eastern Ontario and Québec. Her experience with the public sector and large clients allows Geneviève to respond to the benefits consulting needs of complex organizations. This includes helping them define an employee benefits strategy and implement innovative programs that foster employee engagement while optimizing cost management. She has vast experience designing, managing, and developing benefit funding strategies. Geneviève holds a Bachelor of Science degree with a major in actuarial sciences from Université Laval. She is a certified group benefits associate from the International Foundation of Employee Benefits Plans.

Vincent Boudreau-Plouffe, FSA, FCIA
Associate, Group Benefits
Mercer Canada

Vincent is a senior associate at Mercer Marsh Benefits in Montréal. He provides advice and services related to all aspects of group benefit programs. His areas of expertise include renewal and financial analysis, market research, plan redesign and harmonization, support for union bargaining exercises, and more. He works closely with organizations in the public and private sectors and various industries, including unionized environments. Vincent holds a Bachelor’s degree in actuarial sciences from the Université du Québec à Montréal and is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries.

Moderator:

Lynne Gervais
Field Representative
Faculty Bargaining Service

Lynne has been a Field Representative since 2018. She spent eleven years as the Associate Vice-Principal, Human Resources, McGill University. In addition, she has over 30 years experience with various multinational organizations. At a global level, she served as an expert member of a mergers and acquisitions due diligence team on HR matters. She moderated roundtables as part of the European Works Council (EWC) process. Her areas of expertise are total compensation, benefits, pension, human resources information systems, succession planning, international mobility, collective labour negotiation mandates and organizational effectiveness. She has demonstrated skills in change management, team building and project management. Lynne is known for promoting leadership through mentoring and coaching. She has experience as a member of Board of Directors as an HR Specialist. Lynne is a Certified Human Resources Professional (CHRP); she has a BA (Honours Economics, cum laude) from Concordia University, a Graduate Management Diploma from McGill University, and has completed a Directors Education Program.

* Please note that this webinar is available in English only

Date and Time: March 30, 2023
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Understanding how universities are governed, and the principles, practices, and relationships that underscore these complex processes, is essential for those who play administrative roles within these institutions. In this webinar, Julia Eastman and Glen Jones will discuss the history, developments, and challenges of university governance in Canada. Their presentation will highlight the findings they outlined in their recent book University Governance in Canada: Navigating Complexity (co-authored with Claude Trottier and Olivier Bégin-Caouette).

Their study provides an overview of university governance, draws on six detailed case studies of universities in five provinces, discusses key differences in provincial coordination and institutional governance practices, and locates Canadian university governance within an international context. The presenters will also discuss some of the key governance challenges facing Canadian universities.

Presenters:

Julia Eastman
Adjunct Professor, Gustavson School of Business
University of Victoria

Julia Eastman writes, speaks and advises on university governance in Canada, drawing on her extensive experience in the field. She is Adjunct Professor in the Gustavson School of Business at the University of Victoria, where she served as University Secretary from 2005 to 2018. Prior to that, she held various administrative positions at Dalhousie University. She holds a BA in Political Economy from the University of Toronto, a MA in Political Studies from Queen’s University and a PhD in Higher Education from the University of Toronto. She is lead author (with Glen Jones, Claude Trottier and Olivier Bégin-Caouette) of University Governance in Canada: Navigating Complexity, based on a comparative case study of the governance of six major universities across the country.

Glen Jones
Ontario Research Chair, Postsecondary Education Policy and Measurement, Professor of Higher Education, and Director, Centre for the Study of Canadian and International Higher Education, Ontario Institute for Studies in Education
University of Toronto

Glen A. Jones is the Ontario Research Chair in Postsecondary Education Policy and Measurement, Professor of Higher Education, and Director of the Centre for the Study of Canadian and International Higher Education at the Ontario Institute for Studies in Education, University of Toronto. His research interests include higher education governance, policy, and academic work. He has co-edited several books and received numerous national and international awards for his research, including an honorary degree from the University of Manitoba.

* Please note that this webinar is available in English only

Date and Time: March 7, 2023
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Sustainability (environmental, social, ethical, and Indigenous) is a pressing focus for governments and all sectors, including higher education. This webinar is intended to serve as preparation for the procurement functional seminar taking place on May 8 during the 2023 CAUBO Annual Conference in Toronto.

The webinar will offer insights and approaches that move sustainable procurement strategies under a number of sustainability pillars from idea to reality. Presenters will share current examples, identify challenges and opportunities, and discuss the benefits that can be achieved when procurement teams take a sustainable approach to designing agreements. They will enable a closer examination of the importance of sustainability in the supply chain and share lessons learned about how procurement can drive sustainable solutions on our campuses. The webinar will also examine key elements of sustainable procurement, application of reporting, practical tips to implement successful sustainable procurement initiatives, and ideas that could be explored further at the functional seminar.

Participants will learn about a program framework that more than 50 public sector organizations are using to structure their sustainable procurement programs; take a deep dive into measurement and reporting on sustainable procurement efforts; and gain insights into setting up a system based on the experience and recommendations of Canadian Collaboration for Sustainable Procurement (CCSP) members.

Presenters:

Elietha Bocskei
Senior Project Manager – Institutional Partnership and Strategies
Feed BC, Food System Partnerships Unit, BC Ministry of Agriculture and Food

Elietha Bocskei is Manager of the Institutional Partnerships and Strategies team with the B.C. Ministry of Agriculture and Food. She leads the Feed Program, a government partnership initiative to increase B.C. food in public institutions, including health authorities, post-secondary institutions, and beyond. Bocskei has a passion for big ideas and working with others to go beyond the status quo.

Amanda Chouinard
Program Manager – Canadian Collaboration for Sustainable Procurement (CCSP)
Reeve Consulting

Amanda Chouinard is Program Manager for the Canadian Collaboration for Sustainable Procurement and a consultant at Reeve. Since joining Reeve in 2019, Chouinard has been working closely with multiple public sector clients to jump-start their sustainable procurement programs through policy and tool development, action planning, and training. She has five years of diverse experience working both in Ontario and B.C. for a variety of non-profit, public, and consulting organizations all advancing sustainability in their own ways. She holds a Masters of Environment and Business from the University of Waterloo.

Xavier Serrano
Director – Purchasing Services
University of Victoria

Xavier Serrano is Director of Purchasing Services at the University of Victoria, with over 20 years of experience in procurement strategic sourcing and supply management. While at UVic, Serrano has overseen the development of a new purchasing code of conduct to set labour, environmental, and human rights standards for suppliers, as well as the implementation of a pilot project with a global sustainability rating company to conduct sustainability performance assessments of supply chain partners.

Dennis Silva
Chief Procurement Officer
BCNET

As Chief Procurement Officer of BCNET, Dennis Silva is responsible for developing and guiding collaborative sourcing strategies and category management programs to achieve savings and benefits for the sector in British Columbia. Working with 25 public post-secondary institutions, the B.C. Ministry of Education, and the vendor community, Silva has a proven track record of creating partnerships to deliver value to stakeholders.

Moderator:

Gwen Toole
Community Practice Leader
CAUBO Procurement TLAG

Gwen Toole is the former Director of Purchasing Services at the University of Saskatchewan and former Chair of the CAUBO National Procurement Committee. Her purchasing/supply management career spans over 37 years in the public and corporate sectors including post-secondary education, mining, electronics manufacturing, construction, media advertising and the hospitality industry.

In 2012, Gwen received the Ken Clements Distinguished Administrator Award for her leadership, commitment and contributions to her institution, her profession, CAUBO and the Western Universities Supply Management Association (WUSMA).  Upon retirement, she was recognized by Supply Chain Canada (formerly known as the Purchasing Management Association of Canada) with an Honorary Life Member Award.

* Please note that this webinar is available in English only

Date and Time: March 2, 2023
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Staff from the NSERC/SSHRC Finance team will provide an update on the revised tri-agency financial monitoring framework, which was prepared in collaboration with CIHR. Topics that will be covered include:

• Risk-based approach to monitoring
• Tools and approaches used in monitoring
• NSERC/SSHRC pilot conducted in 2022-23: feedback and lessons learned
• Next steps and timeline

Presenters:
Rawni Sharp
Deputy Director
NSERC/SSHRC Financial Compliance

Rawni has been with the NSERC/SSHRC Finance team since April 2019, working on the financial administration renewal project. Prior to that Rawni worked in various NSERC program and corporate teams, where she managed several research grants and scholarships funding opportunities and NSERC-wide activities related to research compliance and council governance.

Joanne Proulx
Manager
NSERC/SSHRC Financial Monitoring

Joanne has been the Manager of the Financial Monitoring team since 2019 working on the new Tri-Agency Guide and now on the revised financial monitoring framework. Prior to that Joanne was managing corporate projects and leading the awards administration team.

* Please note that this webinar is available in English only

Date: January 31, 2023
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Hear an update from Saint Mary’s University (SMU) and Toronto Metropolitan University (TMU) about how they are assessing, adjusting, and monitoring their adoption of flexible workplace models. Presenters will share their roadmap from inception to implementation and reveal their progress so far. They will also share lessons learned and tips to ensure that flexible workplace programs allow institutions to pivot and adjust as needed.

Panelists:
Michelle Benoit
Vice-President, Finance and Administration
Saint Mary’s University

Michelle Benoit has served as Vice-President, Finance & Administration at Saint Mary’s University since July 2020. Her responsibilities include oversight of facilities management (including ancillary services), financial services, HR, IT systems and support, athletics and recreation, and emergency response. She also plays a leadership role in various strategic initiatives including campus renewal and master planning, institutional sustainability, intercultural learning, health and wellness, and service excellence. She is currently a board member of the Atlantic Universities’ Interuniversity Services Incorporated (ISI) group. A finance leader in the retail and consumer goods industry for over 20 years, Michelle previously worked with Loblaws, Nestle Canada, Sobeys, and Wal-Mart Canada. She holds a Bachelor of Commerce degree from Saint Mary’s University and the CPA, CMA professional accountancy designation.

Janelle McNulty
Director, Quality Initiatives and Transformation
Saint Mary’s University

Janelle McNulty joined Saint Mary’s University in January 2021, bringing 37 years of experience in various roles including customer service, logistics, supply chain, finance, business analytics, account management and business development at various organizations and industries such as TELUS, TELUS Health and Nestle Canada. McNulty holds a Bachelor of Business Administration from Mount St. Vincent University. A lifelong grassroots volunteer within her community, she is currently Vice-Chair of The Chisholm Foundation for Children.

Laurie Stewart
Executive Program Director, Future of Work
Toronto Metropolitan University

As the Executive Program Director, Future of Work, Laurie is leading Toronto Metropolitan University in their transition to a hybrid workforce under three streams: People, Technology and Workspace. With nearly 20 years experience in the areas of employee communications, administration and operations, human resources, and equity, diversity and inclusion, Laurie is committed to fostering an inclusive workplace experience for the TMU community.

* Please note that this webinar is available in English only

Date: December 13, 2022
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

The pandemic has created an opportunity for institutions to explore whether flexible work arrangements can and should be adopted to enable employee recruitment and retention. This assessment needs to be considered through a variety of lenses, including taxation. What is the impact of work-from-home arrangements on determining an individual’s employment status (employee versus consultant)? What are the implications, for both the employer and the employee, associated with employees working abroad? Representatives from Price Waterhouse Coopers will discuss these and other considerations.

Speaker:

Patrice Lalande Partner, Indirect Tax PwCMr. Lalande has been practicing since 1994. He is currently a partner in the tax department of PricewaterhouseCoopers Associates. He has been providing tax and compliance services to companies for over 25 years with respect to their Canadian operations and also acted for a few years in industry as Tax Manager for a BioPharmaceutical company. He has successfully managed the transactional process for numerous M&A transactions on both the seller and buyer sides. He has a solid knowledge of all aspects of Canadian, domestic, and cross-border taxation, as well as in-depth expertise in the biotechnology, consumer, and manufacturing sectors.

* Please note that this webinar is available in English only

Date: October 12, 2022
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

CAUBO initiated a Climate Change Mitigation Strategies project to support members’ efforts to mitigate and adapt to the impacts of climate change. This project encompassed four deliverables, including educational materials, a report that outlines the current landscape regarding member policies, practices, areas of focus, and planned priority areas related to climate change adaptation and mitigation, and a Roadmap to net-zero that provides guidance to institutions as they act towards becoming net-zero.

This webinar will focus on the fourth component of the project which provides guidance on the measurement of Scope 3 Greenhouse Gas Emissions.

Assessing GHG emissions across the entire value chain can be complex, and for institutions just beginning to assess their Scope 3 emissions, it can be difficult to know where to start. As Scope 3 emissions can represent upwards of 87% of an institution’s total GHG emissions, it is an important concept to understand and integrate for an institution to achieve its goal of becoming net-zero.

The presenter will provide an overview of the activities and operations to be included as Scope 3 emissions, discuss the challenges associated with the measurement of these emissions, provide examples of how calculations are performed, as well as offer advice and recommendations for tracking Scope 3 at higher education institutions.

Speaker:

Kris Urban
Senior Project Manager
Footprint

With a background in construction technology and project management, Kris provides design assistance for various building types pursuing sustainable certifications. He specializes in LEED rating systems, LEED O:M recertifications, and WELL certifications, and also has experience with the development of sustainable master plans, Green Globe certifications, and the LEED Neighbourhood Development system. Kris is based in our Kitchener office and advises on sustainable building design across Canada.

*Please note that this webinar is available in English only

Date: May 18, 2022
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Finding and securing effective and comprehensive cyber-insurance coverage is becoming more and more out of reach for Canadian universities. As incidents continue to rise, claims are escalating leading carriers to de-risk their offerings and fewer and fewer (if any) options are available, which brings universities to ask: Does cybersecurity insurance still make sense or are there alternative approaches universities, or perhaps the sector, should pursue.

This webinar will begin by exploring the cyber-insurance market from a carrier’s perspective, with a focus on the considerations that inform an institution’s insurability, followed by a brief overview of other potential alternatives to cyber-insurance currently offered by carriers. Finally, an institution will present the key considerations that informed their decision to look at alternative approaches to mitigating their risk.

Panelists:

Shari Baraniuk
CIO and Associate Vice-President, Information & Communications Technology
University of Saskatchewan

Shari Baraniuk is the CIO and Associate Vice-President of Information & Communications Technology at the University of Saskatchewan.  She has held this position since August 2015 and has undertaken extensive organization and culture change; significant IT policy development including a new IT Security policy and updated data management, ICT communications and Computer use policies that have helped to mature IT and data practices throughout the university. Shari has more than 30 years of experience in the information technology sector. Prior to joining the University of Saskatchewan, she worked for a number of organizations including the City of Saskatoon, LGS Group Inc., Canadian Pacific Rail System, SHL Systemhouse and Andersen Consulting.

Shari holds a Bachelor of Commerce (Honours) in Operations Research Management from the University of Manitoba and an MBA in Information Technology Management from Athabasca University.

Patrick Lundy
CEO and Attorney-In-Fact
Canadian Universities Reciprocal Insurance Exchange (CURIE)

As CURIE’s CEO and Attorney-In-Fact, Patrick oversees the reciprocal insurance exchange to 64 universities and colleges across Canada, servicing the unique and specialized Property, Liability, and Educators Errors & Omissions needs of the higher education sector.  Patrick has more than 25 years of insurance industry experience, including having served in several senior executive and business line leadership roles across risk management advisory, underwriting, alternative/complex risk, brokering, operations, and client management. He served as President and CEO of Zurich Canada (2012-2017) and in executive roles for Zurich, AIG, and Travelers in the United States. Prior to CURIE, he led multiple national industry practices at a global insurance brokerage firm, and he currently serves as an outside board director for TruStage Life of Canada.

Jonathan Weekes
National Cyber Growth Leader
Marsh

With over 12 years in the insurance industry, Jonathan brings extensive experience in underwriting Cyber Liability, Technology Errors & Omissions and Architect & Engineers professional liability risks. As Marsh Canada’s Cyber Growth Leader, Jonathan’s responsibilities include developing client-specific product solutions, advising organizations on issues related to cyber risk, negotiating with insurers, and educating clients as well as colleagues on emerging risks. Collaborating with the Marsh global growth leaders, Jonathan is also responsible for the development and deployment of creative solutions for Marsh clients across Canada and North America. In conjunction with his team, Jonathan is charged with assisting Marsh colleagues across the country and in all industry segments with the placement of complex cyber-insurance programs.

Moderators:

Lori Macmullen Executive Director CUCCIO

*Please note that this webinar is available in English only

Date: March 10, 2022
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

While cybersecurity risks are pervasive across all aspects of society, higher education institutions are an attractive target for cybercriminals due to their fundamental characteristics as institutions who hold a significant amount of sensitive and valuable research, financial, and personal data, who support diverse and mobile populations, and who are often highly decentralized organizations which trade strongly on their reputations.

With all that is at stake, cybersecurity cannot be viewed as a technical matter to be left solely for IT to “fix”.  An effective cybersecurity program must be built upon a foundation of trust – trust in the technologies, processes, and the people within the ecosystem, and implemented with consideration of the culture and context of the institution as represented and illustrated by its leaders.

In a moderated panel discussion format, two Provosts and a Vice-President Research will share their perspectives on both the challenges and possible approaches to embedding and sustaining a strong cybersecurity culture within institutions, including ensuring the buy-in of students, faculty, and researchers.

Presenters:

Dr. Dale Keefe
VP Academic and Provost
Acadia University

Dr. Dale Keefe earned a B.Sc. (Hon) from Memorial University majoring in chemistry and mathematics, a PhD in physical chemistry from the University of Alberta, and an NSERC post-doctoral fellowship at the University of Ottawa.

From 2006 to 2011, Dr. Keefe was the Canada Research Chair in Molecular Spectroscopy.  As a researcher, Dr. Keefe supervised more than 30 students from honours to PhD, authored more than 50 scientific papers and was awarded more than $1.2 million in funding.

In 2010, Dr. Keefe was appointed the Dean of Research at Cape Breton University, and in 2014 he was appointed Vice-President Academic & Provost.  In July 2019, he was appointed as the Provost & Vice-President Academic at Acadia University.

Dr. Keefe has served on the Maritime Provinces Higher Education Commission, the Nova Scotia Offshore Energy Research Association, and the Alliance of Canadian Comprehensive Research Universities.  Outside the university, Dr. Keefe serves on the Valley Regional Hospital Foundation.

Dr. Dugan O’Neil
Vice-President, Research and International
Simon Fraser University

Dr. Dugan O’Neil obtained a BSc. at the University of New Brunswick, an MSc. at the University of Alberta, and PhD in physics at the University of Victoria. In addition to his work as a particle physicist, Dr. O’Neil has played a leadership role in building Canada’s Digital Research Infrastructure through work with WestGrid and Compute Canada.

As SFU’s Vice-President, Research and International, Dr. O’Neil leads SFU’s strategic research initiatives and facilitates international opportunities that foster research collaborations and student exchange. His work focuses on facilitating research excellence and helping the university respond to new opportunities. Building on his long-standing leadership and research experience, he works with faculty, students and staff to secure research partnerships within the community and industry.

A key element of Dr. O’Neil’s role focuses on knowledge mobilization by facilitating opportunities to transfer the results of SFU research to society. He also works to raise SFU’s research profile to an internationally competitive level.

Dr. James Rush
Vice-President Academic & Provost
University of Waterloo

Dr. James Rush was appointed Vice-President Academic and Provost of the University of Waterloo on July 1, 2018. In this role, Dr. Rush serves as the Chief Academic Officer, the Chief Operating Officer, and the Chief Operating Budgetary Officer of the university. He works closely with the President, the Deans, and the Executive Team in executing the university strategic and operational plans.

Prior to his appointment as Vice-President Academic and Provost, Dr. Rush served in a number of other administrative roles at the University of Waterloo, including Dean of the Faculty of Applied Health Sciences, and as Chair of the Department of Kinesiology, where he continues to hold an academic appointment as professor.

Dr. Rush earned bachelor’s and master’s degrees from the University of Guelph, a PhD in Physiology from the State University of New York Health Sciences Center at Syracuse, and completed post-doctoral studies at the University of Missouri-Columbia. Dr. Rush held the Canada Research Chair in Integrative Vascular Biology and his research interests relate to the regulation of blood vessel function and influences on endothelium derived contracting factors on cardiovascular health and disease.

Moderators:

Nathalie Laporte Executive Director CAUBO

Lori Macmullen Executive Director CUCCIO

*Please note that this webinar is available in English only

Date: February 24, 2022
Duration: 60 minutes

Click here to get access to the presentation documents and recording from the session

The Canada Border Services Agency (CBSA) is changing several processes related to the import of goods that will directly affect all importers of commercial goods in Canada, including universities.  The first phase has already been rolled-out and the second phase will require importers to post security bonds and provides greater ease of online access for reviewing customs documents, making changes, and payment of customs and duty fees.

During the webinar, CBSA will provide information to help you understand the changes and the implications for your institution. Prior to the webinar, participants are encouraged to review the Important Notice Customs Clearance Changes – CBSA Assessment and Revenue Management (CARM) posted on the CAUBO website.

Presenters:

Vladimir Omazic
Senior Program Advisor
CBSA Assessment and Revenue Management (CARM) Project

Vladimir Omazic joined the federal public service in 1996. His career has focused on commercial and trade programs, where he has held numerous management positions, including Superintendent, GTA Commercial Operations District as well as Regional Manager, GTA Trade Operations Division. He has extensive experience in providing advice, support and operational guidance with respect to the delivery of commercial and trade programs.

Vladimir is currently working on the CBSA’s Assessment and Revenue Management (CARM) project representing regional operations as a Subject Matter Expert.

Kerri-Anne Whittaker
Manager
CBSA Assessment and Revenue Management (CARM)

Kerri-Anne Whittaker is a Manager at the Canada Border Services Agency currently responsible for CARM’s Stakeholder Engagement activities. Kerri-Anne joined the CBSA in 2007 and has held numerous positions within the field of project management for CBSA’s commercial projects.

Moderator:

Gwen Toole
Community Practice Leader
CAUBO Procurement TLAG

Gwen Toole is the former Director of Purchasing Services at the University of Saskatchewan and former Chair of the CAUBO National Procurement Committee. Her purchasing/supply management career spans over 37 years in the public and corporate sectors including post-secondary education, mining, electronics manufacturing, construction, media advertising and the hospitality industry.

In 2012, Gwen received the Ken Clements Distinguished Administrator Award for her leadership, commitment and contributions to her institution, her profession, CAUBO and the Western Universities Supply Management Association (WUSMA).  Upon retirement, she was recognized by Supply Chain Canada (formerly known as the Purchasing Management Association of Canada) with an Honorary Life Member Award.

*Please note that this webinar is available in English only

Date: February 3, 2022
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

“If you can’t measure it, you can’t improve it,” said Peter Drucker (renowned Austrian-American management consultant, educator, and author). Measuring and assessing cybersecurity readiness and activities is necessary to help ensure that the decisions and investments made will improve both the institution and the sector’s cybersecurity posture. In fact, institutions participate in a number of cybersecurity benchmarking and readiness assessment programs – nationally, regionally and institutionally and the data from these programs are being used to inform the investments and activities at these three levels – including the decision or ability to access cyber insurance.

This webinar will focus on two programs – CUCCIO’s Benchmarking Program and the National IS Assessment Program facilitated and led by the provincial network organizations (NRENs) with an emphasis on how institutions are using or are planning to use the data from these programs to inform their activities and investments.

Panelists:

Brian Lesser
Chief Information Officer
Ryerson University

Brian is Ryerson University’s Chief Information Officer (CIO). Brian helped develop Ryerson’s first identity management system, establish Ryerson’s e-learning support team and was a founding member of Ryerson’s Digital Media Zone (DMZ) steering committee. The DMZ is Ryerson’s startup incubator and accelerator. Brian is a board member of the Rogers Cybersecure Catalyst, manages CUCCIO’s cybersecurity benchmarking project, and is a member of the CANSSOC steering committee. Before working at Ryerson Brian worked at the Xerox Research Centre of Canada and the National Archives of Canada.

Barb Carra
President and CEO
Cybera Inc.

Dr. Barb Carra is the President and CEO of Cybera, Alberta’s Research and Education Network. She is a respected leader and collaborative partner within Canada’s National Research and Education Network (NREN) landscape. With a PhD in applied research, spatial statistics and data modeling, Barb has over a decade of experience in data analytics and policy, which allows her to act as a bridge between research and technical domains. Barb is a champion for the digital needs of Canadians, and frequently meets with municipal, provincial and federal government leaders, raising awareness of the need to improve internet access, minimize the digital divide, and grow digital literacy and computational thinking across Canada.

Barb spearheaded the development of Cybera’s policy, strategic and operational initiatives, including programs that are strengthening the cybersecurity posture of Alberta’s education sector. She currently sits on the Boards for The Pacific Institute of Mathematical Sciences (PIMS), The Calgary Zoo, and the Saskatchewan Research & Education Network (SRNet).

*Please note that this webinar is available in English only

Date: December 15, 2021
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Canadian universities face many challenges regarding Responsible Investing (RI) inclusion in the Statement of Investment Policies and Procedures (SIPPs), which may negatively impact their RI integration system wide. This webinar will focus on developing effective RI practices and policies for university investment professionals. The webinar will also present findings from recent research on RI perspectives and practices at Canadian universities to build on previous research on this topic.

The presenters will discuss how to incorporate specific RI positions and statements within SIPPs, including effective delegation, community engagement and review, RI policy integration, and policy review cycles by drawing on international policies on RI inclusion for recommendations, along with examples from successful domestic and international SIPPs.

Presenters:

Brandon Dickson
Graduate Student
Balsillie School of International Affairs

Brandon Dickson is a SSHRC funded graduate student in Global Governance at the Balsillie School of International Affairs in Waterloo, Ontario. He holds an Honours BA in Political Science and English, and a Bachelor of Education from Western University. Brandon’s research focuses on educational legitimacy and resiliency in international comparative contexts. Brandon has worked as a research assistant in the education field since 2017 on projects related to higher education governance, mathematics education, and data science education. His academic contributions include peer-reviewed contributions to journals such as Policy Reviews in Higher Education and the Journal of Professional Capital and Community as well as numerous national and international conferences on education. Brandon has also received institutional, provincial and national scholarships and awards for his contributions to education research.

Deidre (Dee) Henne
Chief Financial Officer and Assistant Vice-President of Administration
McMaster University

Dee is a well-respected leader with in-depth strategic financial planning, investment management, pension administration, treasury, contract negotiation, risk management and human resource expertise. Dee is an active researcher focused on responsible investing, modern fiduciary duty, effective RI delegation in policies and procedures for investment consultants and managers, divestment activism, the social license construct, and more. Dee is engaged on many Canadian higher education studies with co-PIs from Western University.

Prior to her role at McMaster, Dee held a number of positions at Hamilton Health Sciences (’02-11), Canada’s second largest academic health sciences centre, finishing her tenure as Chief Operating Officer (COO) of the Population Health Research Institute. Dee graduated from McMaster University in 1999 with a Bachelor of Commerce Degree and articled with Ernst & Young LLP obtaining her Chartered Accountant designation in 2001. In 2009, she was recognized as an Ivey Scholar, when she completed her executive Masters of Business Administration at the University of Western Ontario.

Dee has a reputation for instilling confidence, interest and engagement in people, and she also enjoys her career while raising her five boys and daughter with her husband Sevren in Hamilton, Ontario.

Donna Kotsopoulos
Professor and Dean of the Faculty of Education
Western University

Donna Kotsopoulos is a professor and the Dean of the Faculty of Education at Western University, London, Canada. Her research explores policy and pedagogy in higher education, including leadership, academic program prioritization, and responsible investing. Her research has been extensively funded by SSHRC and NSERC. She is the secretary general of Senior Women Academic Administrators of Canada. Her contributions to the post-secondary sector have been recognized with numerous awards including the prestigious Fields Fellow from the Fields Institute for Research in Mathematical Sciences, an Ontario Confederation of University Faculty Associations Teaching Award, and more recently a John and Gail MacNaughton Prize for Teaching Excellence.

Srikanth Ramani
Professor, Finance
Huron University College, Western University

Dr. Srikanth Ramani (Ram) received his Ph.D. in finance from the Richard Ivey School of Business and a M.Sc. in finance from University of Illinois. Prior to his role at Huron University College, he was assistant professor of finance at the University of New Brunswick, Saint John, Canada. Ramani actively researches various topics in corporate finance, responsible investing, ESG investing, mutual funds, and textual analysis. He has multiple research publications in journals such as Journal of Business Ethics and Policy Reviews for Higher Education (forthcoming), and a publication for the Canadian Association of University Business Officers. Ramani’s research has received funding through SSHRC and has been recognized by presentations at numerous Canadian and international conferences.

*Please note that this webinar is available in English only

Date: December 9, 2021
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Universities, like all other organizations, must make informed decisions and appropriate investments when it comes to cybersecurity programs. Effective investments in cybersecurity should be informed by an assessment of the institution’s overall cyber risk posture and most critical cyber risks. The same rigour and diligence applied to risks that are more familiar, such as student safety, must also be applied to cybersecurity. Yet, the cyber risk profile of a university can be significantly complex.

This webinar will present a case study of Wilfrid Laurier University’s journey to develop an Enterprise Risk Management program. The presentation will highlight how Laurier has tackled the challenge of assessing cyber risk and prioritizing investments, and how this risk is reviewed as part of their overall risk matrix.

Presenters:

Nela Petkovic
Chief Information Officer
Wilfrid Laurier University

Nela Petkovic joined Laurier as a Senior Systems Analyst and has since served in a number of progressively responsible roles, culminating in her 2014 appointment as CIO. In her capacity as CIO, she has helped shape ICT at Laurier through the creation and implementation of a 5-year strategic plan for the department, as well as the establishment of a formal ICT governance structure and the realization and adoption of a university-wide cloud policy. Nela has been chairing the Operational Risk Management Committee (ORMC) at Laurier since 2018.

Nela holds a Master of Science in electronic engineering and is a designated Project Management Professional (PMP ®). Nela sits on the CUCCIO (Canadian University Council of Chief Information Officers) Board of Directors, Co-chairs ON-CHEC (Ontario Cybersecurity Higher Education Consortium) Steering Committee and in 2021, has joined CANARIE’s (Canada’s National Research and Education Network) Cybersecurity Technical Committee.

Stacey Smith
Manager of Enterprise Risk and Insurance
Wilfrid Laurier University

Stacey Smith joined Laurier in August 2020 as the Manager of Enterprise Risk and Insurance. In her role, she is responsible for providing direction and oversight to the development and administration of an enterprise risk management program that identifies, analyzes and responds to institutional risk exposure. Additionally, she leads and coordinates Laurier’s corporate insurance program, ensuring the appropriate terms, coverage and operational risk management strategies are in place.

Stacey completed her BSc in Environmental Science as well as her MSc at the University of Guelph and is a graduate of the Advanced Agricultural Leadership Program. In 2020, she completed her Risk Management Certificate through the Insurance Institute of Canada and obtained her Canadian Risk Manager Designation from the Global Risk Management Institute.

*Please note that this webinar is available in English only

Date: December 2, 2021
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

The Université du Québec’s institutional research team, in collaboration with CAUBO, has enhanced the financial dashboards available to all Canadian universities by including student and faculty data, which are produced by Statistics Canada. These inclusions significantly increase the relevance of both inter-institutional and interprovincial comparative analyses that can now be conducted.

Using concrete examples, the following questions will be addressed during the session:

• How can data from Statistics Canada and CAUBO help me identify universities comparable to mine?
• How does the introduction of student and faculty data improve the analysis of revenues generated by a university?
• Can dashboards provide me with elements of reflection in the planning of teaching staff? (Spoiler alert: Yes!)
• Are institutional priorities for university spending comparable?
• What data limitations do I need to be aware of in order to use this information responsibly and in “added” value mode?

Presenter:

Denis Marchand
Director, Institutional Research
Université du Québec

Denis Marchand received his bachelor degree from McGill in 1984 and his M.Sc. from Laval in 1988. Denis worked as a dairy cattle geneticist, and after completing his PhD courses in 1995, he started working at McGill’s Planning and Institutional Analysis Office where he became Associate Director in 2001. In 2005, he was appointed Director of the Institutional Office at Université de Montréal, and in 2007, he joined the Université du Québec’s head office. He has been both Vice-Chair and Chair of the G13 (now known as U15). His work is mostly oriented towards the creation of comparative performance and management indicators. The Université du Québec Institutional Research Office has developed a comprehensive review of Québec universities, and was able to include national and North American indicators in such areas as student graduation, faculty statistics, research income and productivity as well as university expenditure. These indicators have been incorporated in a BI tool.

*Please note that this webinar is available in English only

Date: November 24, 2021
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Under federal and provincial accessibility laws in Canada, universities should carefully consider legal and moral obligations in order to eliminate any barriers to accessibility.  This includes accessibility considerations in university procurement processes where accessibility design criteria and features should be incorporated when procuring or acquiring goods, services and facilities.

The purpose of this webinar is to look at procurement processes and determine the best ways to embed accessible design criteria and features into the decision making process. In this session, the presenter, Ben Poynton, Accessibility for Ontarians with Disabilities Act (AODA) Officer from the University of Toronto, will explore the definition of accessibility, what accessible procurement is, and how to include accessibility in the university’s procurement practices.

Presenter:

Ben Poynton, LLM (IDLHR) (he, him, his)
Accessibility for Ontarians with Disabilities Act (AODA) Officer
University of Toronto

Ben was drawn to his work by an interest in the philosophical underpinnings of human rights and how they support social justice. He promotes compliance with the Accessibility for Ontarians with Disabilities Act (AODA) – a piece of legislation in Ontario aimed at making the places we work, live and learn as accessible as possible – and ultimately seeks to lead the University beyond compliance. Ben works to help members of the University community understand legal obligations, how accessibility is broadly defined, and how to create an institution that values disability and the changes in perspective it brings. He does this, in part, by facilitating workshops and training across the institution related to accessibility in all areas of the life of the university.

Ben holds a Master of Laws from the University of Warwick in International Development Law and Human Rights, and currently sits on the provincial committee establishing new AODA standards in the postsecondary sector.

*Please note that this webinar is available in English only

Duration: 30 minutes

Click here to get access to the pre-recorded session

Ms. Deidre (Dee) Henne, Chief Financial Officer at McMaster University, sits down with Mr. Mark Carney, Vice Chair and Head of Transition Investing at Brookfield Asset Management and former Governor of the Bank of Canada and of the Bank of England, for a discussion on investing assets in a carbon sensitive environment.

During the discussion Mr. Carney provides his perspective on key priorities universities might consider adopting over the next 1-5 years, his views of evolving responsible investment practices related to climate change and the growing needs across higher education organizations to take effective and meaningful actions, which may include climate-strategy becoming directly integrated into investment strategy, and commitments to measure, report, and reduce carbon.

*Please note that this information session is available in English only

Date: June 29, 2021
Duration: 90 minutes

Click here to get access to the presentation documents and recording from the session

Many of CUCCIO and CAUBO’s members have recently raised concerns related to cyber insurance, including substantial costs increases, difficulty finding an insurer, significant requests for information from potential insurers and challenges engaging the insurer when a claim arises.

The virtual information session will include a panel of experts and providers of cyber insurance, including representatives from Ridge Canada, CFC Underwriting, Axxima and Marsh. During the 90-minute virtual session, participants will have the opportunity to share information, ask questions and gain a better understanding of the perspectives of the sector and the industry.

Some of the topics to be discussed during the session include:

• The factors that contribute to determining cyber insurance risk, and how those factors impact insurability and cost for organizations, specifically universities, when seeking or renewing coverage
• Insurer expectations during the claim process and how the insurer and supporting organizations will engage with the university when claims are issued
• Alternative cyber insurance policy types and how they differ from typical cyber insurance products.