Webinars

CAUBO offers topical webinars on trends and issues affecting higher education administrators.

Upcoming Webinars

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

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

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

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

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

There will be opportunities for interaction during the webinar via live polling, and a tailored discussion will follow the presentation. This 90-minute webinar is intended for all senior administrators interested in this issue.

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

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

Take note that registration will close at 8:00 PM ET on March 9, 2021.

Presenters:

David Fraser
Partner
McInnes Cooper 

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

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

Mark Roman
Chief Information Officer (CIO)
Simon Fraser University

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

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

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

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

Save the Dates!

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

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

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

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

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

 

On-Demand Webinars

Procurement Legal Hot Topics: Coffee with Counsel - February 24, 2021

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

Date: February 24, 2021
Duration: 75 minutes

Click here to get access to the webinar

This webinar is the last of a four-session series that focuses on strategic procurement related legal concerns, and the importance of collaboration.

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. Add risk mitigation, the legal implications of laws, trade agreements, litigious suppliers and internal demands for service, and you have the perfect recipe for a hot topics session with procurement legal experts who will discuss their experiences, share their expertise and take questions from participants.

Based on hot topics and questions submitted in advance to the webinar, participants will hear about real experiences that are intended to initiate discussion in their respective workplaces.

Presenters:

Marcia Mills
Counsel
Fasken

Marcia Mills is counsel to Fasken’s Procurement, International Trade & Customs, and Technology, Media and Telecommunications groups. Prior to joining Fasken, Marcia worked in both the public and private sector as external and in-house counsel in defence, aerospace & security and information technology; most recently as counsel to Public Services and Procurement Canada (PSPC), the central purchasing agent for federal departments and agencies. During her 10-year tenure at PSPC, she provided strategic and legal advice for some of Canada’s largest defence and Major Crown procurements.

 

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.

 

Facilitator:

Trish Rafuse
Contracts Manager
Interuniversity Services Inc.

Trish began working as Contracts Manager with Interuniversity Services Inc. in 2017, following ten years as a procurement specialist with the Annapolis Valley Regional School Board.  She has in depth procurement experience in an educational environment and has earned both the Certified Professional Public Buyer (CPPB) as well as the Certified Public Procurement Officer (CPPO) designations through the Universal Public Procurement Certification Council (UPPCC). Trish was recently appointed to the UPPCC board of examiners as the Canadian Public Procurement Council representative, the group who provides subject matter expertise in the development of content for both the designation examinations.  Trish first volunteered with CAUBO as part of the local committee helping to organize the Halifax Conference and has since joined the procurement pre-conference coordinating committee.

Why Move to the Cloud? - February 3, 2021

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

Date: February 3, 2021
Duration: 90 minutes

Click here to get access to the webinar

There are many reasons why an institution may move to the cloud. Legacy systems may need to be upgraded or replaced; new functionality may only be available in the cloud; or it can be an opportunity to change how the business works. Before making the change, institutions should clearly articulate and understand the business objectives of moving to the cloud. Many institutions have developed an overarching strategy or framework to help guide their discussions and processes toward adopting cloud solutions. Webinar participants will hear an overview of three different approaches.

Presenters:

Stephen Lamb
Deputy Chief Information Officer
University of British Columbia

Stephen Lamb joined UBC’s Office of the CIO in April 2017 as Deputy Chief Information Officer to help lead significant change across the information technology landscape of the university. Stephen oversees governance and investment planning processes, project and portfolio management, IT-related risk management, workforce planning, service management, financial maturity improvement, engagement services and communications. In addition, he collaborates with senior executives across UBC on the development and implementation of projects at the enterprise and local level.

 

Terry Nikkel
Associate Vice President, Information Technology Services
University of New Brunswick

Terry Nikkel is Associate Vice President, Information Technology Services, at University of New Brunswick. Terry has strategic and organizational responsibility to ensure that enterprise information and communications technologies and services meet the current and anticipated needs of the University, in collaboration with relevant UNB partners across both campuses including academic and research computing. Terry has direct responsibility for the planning and delivery of enterprise IT services, Fredericton campus-specific IT services, and the services provided to the New Brunswick sector of the national research and education network.  Previously, he was Director, Information Services and Systems at the UNB Saint John campus. Before joining UNB he was a tenured librarian at Dalhousie University, and also worked for a number of years for Honeywell International Corporation, in a large R&D unit. Terry has an MLIS from the University of Western Ontario, and an MBA from Dalhousie.

 

Dr. Karen Smyth
Director, Information Technology & Services
Mount Saint Vincent University 

Dr. Karen Smyth is the Director of the Information Technology & Services Department at Mount Saint Vincent University. Karen is an experienced leader in delivering technology services and solutions, both in university and financial sectors. Originally from Glasgow, Scotland, Karen’s IT career began in the financial sector, where she honed her leadership and technical skills delivering on a number of complex multi-jurisdictional, change initiatives.

When Karen moved to Canada in 2008 she joined the IT&S department at Mount Saint Vincent University, allowing her to return to her academic roots. Karen has a PhD in microbial genetics from Cardiff University.

Karen looks at the big picture of technology use within organizations and has used her leadership role at the Mount to break down department silos and transform the way the University looks at its data and business processes.

Pandemic Related Employment Issues for Higher Ed - Part 2: Home Office Expenses Update - December 18, 2020

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

Date: December 18, 2020
Duration: 60 minutes

Click here to get access to the webinar

The COVID-19 pandemic has dramatically changed how Canadians live and work. The Higher Ed sector has quickly adapted to remote work arrangements in order to keep their workforce healthy, safe and productive. However, many institutions are grappling with the complex taxation environment as a result of these arrangements.

On November 30th the Federal Government released a Fall Economic Statement that provided further details on Home Office Expenses (see excerpt below).

Join us for this CAUBO webinar, featuring Barry Travers, Tax Partner with KPMG LLP who will provide CAUBO members with the latest information and guidance on this topic. KPMG will explain the options available to institutions and provide examples for how to support your university employees.

This is a follow-up to the webinar, Pandemic Related Employment Issues for Higher Ed, that was offered in August (webinar recording available here).

Fall Economic Statement 2020 – Supporting Canadians and Fighting COVID-19
Chapter 4: A Prudent Fiscal Plan
4.8.3 – Simplifying the Home Office Expense DeductionMillions of Canadians are unexpectedly working from home because of COVID-19. They are turning their bedrooms, basements and kitchens into offices, and taking on increased household expenses to do their jobs. Canadians working from home can already deduct certain home office expenses for tax purposes, but first-time claimants may not be familiar with the rules and the claim process imposes an administrative burden on employers who are already dealing with the broader impacts of the pandemic and have to fill out additional information for their employees who qualify.To simplify the process for both taxpayers and businesses, the CRA will allow employees working from home in 2020 due to COVID-19 with modest expenses to claim up to $400, based on the amount of time working from home, without the need to track detailed expenses, and will generally not request that people provide a signed form from their employers. This measure will help taxpayers access deductions they are entitled to receive and simplify the tax filing process. Further details will be communicated by the CRA in the coming weeks.


Presenter:

Barry Travers, FCPA, FCA
Partner, National Leader, Public Sector Tax
KPMG LLP

Barry is a Partner and the National Leader of the Public Sector Tax Practice, and is based in Toronto.

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

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

Responsible Investing in Canadian Universities - December 10, 2020

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

Date: December 10, 2020
Duration: 75 minutes

Click here to get access to the webinar

Canadian post-secondary institutions are increasingly contemplating or acting on important issues related to responsible investing (RI) and incorporation of environmental, social and governance factors (ESG) into the selection and management of investments.

Deidre Henne, AVP (Administration) and CFO at McMaster University, Donna Kotsopoulos, Professor, Management and Organizational Studies and Srikanth Ramani, Assistant Professor of Finance, both from Huron University College at Western University are leading a comprehensive study exploring approaches to responsible investing across Canadian institutions.

Join us for a webinar where this research team will provide valuable insight into key findings from CAUBO’s recent 2020 Responsible Investing Survey (report available here). They will also present preliminary findings from their interviews with 32 institutional leaders about institutional practices and constraints related to RI. 

Presenters:

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

Dee is a well-respected leader with in-depth strategic financial planning, treasury, contract negotiation, risk management and human resource expertise. She has a reputation for instilling confidence, interest and engagement in people. 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. She then held a number of positions at Hamilton Health Sciences, Canada’s second-largest academic health sciences centre, finishing her tenure there as Chief Operating Officer (COO) of the Population Health Research Institute. In 2009, she was recognized as an Ivey Scholar as she completed her executive MBA at the University of Western Ontario.

Donna Kotsopoulos
Professor
Huron at Western University

Donna has a PHD in Educational Studies from Western University and is the co-director of the of Ontario Ministry of Education’s Mathematics Knowledge Network. Throughout her career she has held various leadership roles that have inspired a research focus on postsecondary education – particularly strategic resource allocation, leadership, and university governance. Donna serves as co-president of the Board of Amabile Choirs of London, Ontario. She also serves as the Secretary General for Senior Women Academic Administrators of Canada. Her service, research, and teaching have been recognized with several awards. She was recently honoured as a Fields Institute Fellow through the esteemed Fields Institute for Research in Mathematical Sciences.

Srikanth Ramani
Assistant Professor, Finance
Huron at Western University

Prior to joining Huron, Srikanth worked at the University of New Brunswick and completed his PhD in finance from Ivey Business School at Western University. His primary research interests are in the areas of responsible investing and ESG and CSR. His research was recently published in the Journal of Business Ethics under the title “The role of mutual funds in CSR.”

Making Data-informed Decisions with HR Metrics - December 3, 2020

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

Date: December 3, 2020
Duration: 75 minutes

Click here to get access to the webinar

CAUBO and the HR Metrics Service announced a joint partnership in early 2020 to provide CAUBO members with quality HR benchmarking services. HRMS is a privately owned national benchmarking service with 65 client organizations from a variety of sectors, including several Canadian universities.

Join us for this CAUBO webinar to hear from Lisa Irish, Owner/Operator of HRMS on how members can benefit from the key benchmark metrics developed by HRMS for higher education. The metrics allow institutions to measure and compare institutional performance in the areas of productivity, HR efficiency, compensation, recruitment, retention, and workforce demographics.

The webinar will also feature Stephen Dodge, Director, Human Resources at Memorial University of Newfoundland and Larry Phillips, Executive Director of Human Resources at Thompson Rivers University who will share their experience with the HR Metrics Service and provide practical information on how they are using their data and benchmarks to support their organizational decision making.

Presenters:

Lisa Irish
Owner / Operator
HR Metrics Service

Lisa Irish is the Owner/Operator of the HR Metrics Service, Canada’s leading HR benchmarking service. Managing the service since its inception in 2010, Lisa has focused on providing organizations with the comparative HR data to support their decision making. A process improvement specialist, Lisa has consulted on a variety of projects focused on employee service centres. Past experience includes 15 years with the Niagara Region in various roles from Community Services to Human Resources.

Lisa holds an Honours Bachelor of Arts in Psychology from Brock University, a certificate in Human Resource Management from Niagara College, and is a Certified Human Resource Leader (CHRL – HRPA).

Stephen Dodge
Director, Human Resources
Memorial University

Steve has 34 years of experience in the field of human resource management with the past 30 at the senior and executive level.  After almost 25 years in healthcare, he joined Memorial University in 2011 to assume the university’s senior HR position as Memorial’s Director of Human Resources. During this time, Steve and his leadership team have embarked on transforming HR’s mandate and service delivery model. This client-centered approach has resulted in a new HR service model (MyHR) which has streamlined all transactional HR processes and is underpinned by case management and other technologies. Greater transparency and accountability have been supported through the development of performance metrics and reporting.

Steve is a graduate of Memorial’s Faculty of Business Administration.  He has also completed the Health Services Management Program of the Canadian Healthcare Association, receiving the Ronald J.C. McQueen Award for academic performance and leadership.

Larry Phillips
Executive Director
Thompson Rivers University 

Larry is the Executive Director of Human Resources at TRU. Larry has participated or led national and international leadership committees with a focus on consensus building, problem-solving and conflict resolution. At TRU he participates in workplace committees primarily dealing with employee and labour relations. Part of this vision is to identify and implement learning and career opportunities for staff and students. By building trust-based relationships, Larry has led fundraising and volunteer activities including the United Way, Royal Inland Hospital and at TRU. He has a passion for student engagement and learning and delivers workshops, guest lectures and career planning for TRU students.

Higher Education and Cybersecurity in 2020 - November 30, 2020

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

Date: November 30, 2020
Duration: 90 minutes

Click here to get access to the webinar

The university sector has experienced substantial cybersecurity attacks in 2020, including large-scale ransomware intrusions and significant data breaches. CSIS and the Canadian Centre for Cyber Security warn that COVID-19 related research at Canadian universities is being targeted by nation-states.

The pandemic has also created new cybersecurity challenges for universities. Our ability to detect and remediate infected user-owned devices has declined, while demand for remote access to services has increased sharply.

Universities have made significant efforts in improving cybersecurity. We have adopted frameworks, benchmarked results, and often use shared services. However, cybersecurity remains a long-term and increasingly difficult challenge. In this interactive session, Brian Lesser, Chief Information Officer at Ryerson University will describe the evolving cybersecurity landscape, including progress in our sector and what we can do during the pandemic and in future to improve our security posture.

This webinar will cover:

  • Where the cybersecurity problem comes from
  • The importance of an ongoing and relentless focus on improving cybersecurity
  • The value of cybersecurity programs, frameworks, and risk-based approaches
  • Opportunities to reset our approach during the pandemic

Cybersecurity is more than just an IT issue.  This webinar is intended for university executives and senior managers that are interested in understanding and mitigating this institutional risk.

Presenter:

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.

Procurement and Information Security – Advantages of Partnership (at any time) - November 18, 2020

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

Date: November 18, 2020
Duration: 75 minutes

Click here to get access to the webinar

Strategic procurement continues to be a topic of active discussion in many business sectors. What does this movement mean for higher education and what does it really look like?

This webinar is the third in a four-session series that builds on the importance of collaboration.

Two University of Toronto colleagues (the Director of Procurement Services and the Manager of Information Risk) will share their thoughts on how collaboration is a fundamental operating principle at the U of T. Specifically, the discussion will focus on how collaboration between procurement and security contributes to the safeguarding of institutional information (wherever it resides) during COVID-19 or at any time.

Topics that will be explored include:

  • The need to treat information as an institutional asset.
  • The value of well-drafted contracts with relevant clauses.
  • The concept of risk assessment when procuring tools that gather and store information.
  • Dealing with the “land and expand” phenomenon.

This webinar is directed towards procurement, IT and risk management directors, managers and operational staff.  Senior administration responsible for procurement and finance may also realize benefits in participating.

Presenters:

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.

 

Renata Faverin
Director, Procurement Services
University of Toronto

Renata Faverin was appointed Director of Procurement Services at the University of Toronto in March 2014, following a long career at York University where she held several senior roles including Director of Procurement Services. Renata has extensive experience in university procurement and has worked towards ensuring that provincial procurement guidelines and directives are workable within the university sector. An active member of CAUBO, she has served on the national procurement committee and as a member of the Procurement Thought Leader Advisory Group. Renata holds an undergraduate degree from Queen’s University and a joint MBA from Northwestern and York Universities.

 

Sue McGlashan
Manager of Information Risk, IS, ITS
University of Toronto

Sue McGlashan joined the Information Security department at the University of Toronto in 2014. She has over 25 years of varied experience within the university sector (19 of those with U of T), a strong technical IT background in Information Security (including CISSP certification), and a M.Ed in the administration of universities and colleges. Sue brings a breadth and depth of knowledge to information risk management practices within the University, and her valuable expertise is essential to discussions on the importance of information security principles as a basis for making informed decisions about protecting information. She is a member of the BSides Toronto organizing committee.

A Holistic Approach to Supporting Workplace Mental Health and Well-Being - October 28, 2020

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

Date: October 28, 2020
Duration: 75 minutes

Click here to get access to the webinar

Carleton University and University of Calgary have undergone a transformation in the realm of workplace mental health. Their holistic approaches, although unique to their respective settings, have allowed them to expand on the number and type of offerings that support mental health, particularly during the COVID-19 pandemic. They have focused on creating spaces, both virtual and in-person, where people can talk more openly about mental health and access available resources.

Each University has used approaches such as Excellence Canada Healthy Workplace and Mental Health at Work Standards and the National Standard for Psychological Safety in the Workplace to inspire their initiatives. Along the way, both adjusting how to measure and talk about impact. In this interactive session, the presenters describe their journeys and invite participants to examine how they can apply some of the lessons learned to their own organizational context.

Learning Outcomes

  • Consider best practices for creating a more socially supportive workplace culture
  • Identify ways to embed conversations about mental health across the organization
  • Transform our conceptions of how to measure and communicate impact around workplace mental health

Presenters:

Samantha Munro
Healthy Workplace Officer
Carleton University 

Samantha is the Healthy Workplace Officer at Carleton University’s Office of Quality Initiatives. Samantha is passionate about cultivating a healthy workplace community at Carleton through building relationships, promoting positive physical and mental health, and providing opportunities for employees to interact and learn from one another.

 

 

Michele Moon, MSc BScOT
Team Lead, Wellbeing and Worklife, Staff Wellness
University of Calgary 

Michele is the Team Lead for Wellbeing and Worklife and co-chair of the Campus Mental Health Strategy Implementation Committee at the University of Calgary.  She worked clinically as an occupational therapist helping injured and ill employees return to work and now considers it a tremendous privilege to support healthy, inclusive, and thriving post-secondary institutions through a health promotion lens.

Increasing Administrative Efficiency with Robotics Process Automation - September 30, 2020

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

Date: September 30, 2020
Duration: 90 minutes

Click here to get access to the webinar

Now more than ever, higher education administrators are looking for efficiency gains and seeking to answer a critical question: How can we do more with less?

To help members answer this question, CAUBO has commissioned a report that outlines how Robotic Process Automation (RPA) can be applied to optimize administrative processes. The report suggests a framework specific to higher education that can be used to identify and prioritize opportunities for automation and offers practical, real-life examples of RPA application.

Join Deloitte’s David Sloane (Director, Consulting, National Lead, Finance Robotics) and Mike Rosenblood (Director, Consulting) for a comprehensive overview of the framework, methodologies, and considerations that can be used to identify, prioritize, and manage opportunities for automation.  David Dittaro, Director, Enterprise Applications at the University of Alberta and Lee Ha Lewis, Director, Research Accounting at the University of Calgary will provide practical advice and insights based on their own experiences implementing RPA at their institutions.

The presentation will cover:

  • insight into how RPA can benefit VPs Administration and Finance with examples from their functions
  • common practices for how to identify and prioritize opportunities, including factors to consider, automation objectives, and how to leverage an automation framework
  • key success factors when implementing and starting to scale automation
  • lessons learned from past projects
  • case studies featuring specific PSE examples of successfully automated processes and the benefits derived

Presenters:

David Sloane
Director, Consulting, National Lead, Finance Robotics
Deloitte

David is a Director in Deloitte’s Consulting Practice. David leads the Operational Finance offering and the Finance Robotics & Cognitive Automation service in Canada. David has experience working across a variety of industries including Higher Education, Energy & Resources, Telecommunications, and Financial Services. He has recent experience delivering robotics process automation initiatives with several clients – including in Higher Education – and has over 15 years of experience advising Finance leaders regarding topics including fiancé transformation, process & system improvement, performance management, merger integration and digital innovation.  David has worked with a variety of technology platforms including Oracle Cloud, SAP S4, Blue Prism, Automation Anywhere, UiPath and others. David holds a MBA from Western University and a CPA, CMA designation.

 

Mike Rosenblood
Director, Consulting
Deloitte

Mike is a Director in Deloitte’s consulting practice, where he is focused on the public sector. He has several years of experience leading Deloitte’s intelligent automation (RPA +) practice in British Columbia and has led this capability for higher education in Canada. Mike has automation experience in all industries (public sector including higher education, financial services, insurance, and SME/private clients). With nearly 15 years of consulting experience focused on improving operations and service delivery, he specializes in enabling clients to improve service delivery and efficiency.

Mike holds a MBA from Western University, PMP certification, and a B.Ed. from the University of Victoria.

 

David Dittaro
Director, Enterprise Applications
University of Alberta

David Dittaro is the Director of Enterprise Applications at the University of Alberta. Since beginning at the university in 2008, David has transformed the Enterprise Applications team by building a focus on clients, strategy and purpose, motivating his staff to think beyond the boundaries of existing solutions and building relationships with business leaders that benefit the entire institution. A respected and influential leader, David collaborates with a variety of institution leaders to deliver business solutions to meet the continuously changing and evolving stakeholder expectations and needs. He provided leadership in the development of the University of Alberta’s Information Technology (IT) governance structure and IT strategic plan, which will help overcome challenges through changes in service delivery, enabling access to data, and improving user experience through self-service and automation.

 

Lee Ha Lewis CPA, CMA
Director, Research Accounting
University of Calgary

Le Ha leads the Research Accounting and RPA teams at the University of Calgary.  She has been part of the university’s RPA journey from the start of the initiative in March 2019 to the deployment of numerous automations within the Finance portfolio.

Pandemic Related Employment Issues for Higher Ed - August 11, 2020

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

Date: August 11th, 2020
Duration: 75 minutes

Click here to get access to the webinar.

The COVID-19 pandemic has dramatically changed the way we live and work. The Higher Ed sector has had to quickly adapt to remote work arrangements in order to keep their workforce healthy, safe and productive. However, many institutions are grappling with the complex taxation environment as a result of these arrangements, particularly where paid individuals typically on campus in Canada will now support the University remotely and from out of country.

Are you looking for guidance regarding payments to students employed as a teaching or research assistant but located outside of Canada? Do you have employees who, due to current global circumstances, will be working remotely from outside of Canada? Have you considered employees coming off the CERB and using a SUB plan to supplement their earnings? Are you looking for a summary of the latest information from CRA on T2200s?

Join us for this CAUBO webinar featuring Barry Travers, Tax Partner with KPMG LLP, Naumaan Hameed, KPMG Law and Joanne McKee, Chief Financial Officer at Ryerson University.

During the webinar KPMG will provide key principles to consider and general guidance regarding the key tax and legal issues and reporting requirements for remote work environments, both in Canada and outside of the country.

Ryerson University will provide members with valuable insight and practical information regarding the payroll, payables and T2200 matters the university has grappled with.  Hear how Ryerson has taken this knowledge and applied a risk-based approach in order to determine how to proceed to support individuals in these unique circumstances yet continue to remain compliant.

Presenters:

Barry Travers, FCPA, FCA
Partner, National Leader, Public Sector Tax
KPMG LLP

Barry is a Partner and the National Leader of the Public Sector Tax Practice, and is based in Toronto.

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

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

Joanne McKee
Chief Financial Officer
Ryerson University

Joanne McKee is the Chief Financial Officer at Ryerson University reporting to the President and a key member of the executive team. She has strategic and operational responsibility for leading and overseeing financial activities of Ryerson and the Financial Services department.

Joanne has spent over 25 years in higher education while at Wilfrid Laurier University as assistant vice-president, financial resources; Brock University, as associate vice-president, finance and Niagara College as the director of financial services. Joanne graduated with a BAdmin from the co-op accounting program at Brock University, a MBA at Niagara University, and has Chartered Professional Accountant (CPA) and Chartered Accountant (CA) designations.

Joanne is an active member of the Council of Ontario Finance Officers (COFO) and was the recipient of their 2011 and 2019 COFO Distinguished Leadership Award. In 2017, Joanne received the Brock University’s Goodman School of Business Distinguished Graduate as “a passionate administrator dedicated to serving post-secondary education”.  In 2019, Joanne was also recognized with the CAUBO Ken Clements Distinguished Administrator Award.

Naumaan Hameed
Partner
KPMG Law LLP

Naumaan is a Partner in the Immigration practice of KPMG Law LLP and a Partner of KPMG LLP. He is a Certified Specialist in Immigration Law by the Law Society of Upper Canada, having over fifteen years of dedicated experience in corporate immigration law. He has particular skill in developing customized cross-border strategies for multinational companies. Naumaan has extensive experience advising companies in diverse industries, including the Financial Services, Information Technology, Aerospace, Professional Sports, Start-up and High Growth sectors. Additionally, he has developed unique processing strategies to assist companies in attracting and retaining world-class talent from around the world. He proactively identifies immigration compliance issues, including legal, financial and reputation concerns, while recommending strategies and best practices to mitigate risks. He is also actively involved in immigration policy analysis and development with senior government authorities. Naumaan is actively involved in Immigration Reform, and has previously made submission to the Minister of Immigration on policy changes to support Canadian innovation and the start-up ecosystem. Naumaan’s other professional activities include acting as a Legal Advisor to the Syrian Refugee Initiative.

Statistical Approach Framework for Transactional Compliance Testing - July 9, 2020

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

Date: July 9th, 2020
Duration: 90 minutes

Click here to get access to the webinar.

CAUBO has developed a series of resources to support members during the transition to the Tri-Agencies’ new principles-based guidelines. The new guide promotes efficiencies, reduces administrative burden, and provides administering institutions and grant recipients with greater flexibility in ensuring the appropriate accountability and use of grant funds.

As part of this initiative, CAUBO engaged KPMG to develop a framework that can be used by institutions to implement a statistical approach to compliance testing, based on their own particular circumstances and in ways that would complement the Tri-Agencies’ new financial monitoring framework.

Join KPMG’s Bailey Church (Partner), Sana Malik (Senior Manager) and Hassan Jan (Manager) for a comprehensive overview of the sampling methodologies that could be applied by institutions, methodologies or considerations that could be utilized to establish materiality thresholds, and examples and case studies that highlight computer-based technologies.

The presentation will cover:

  • developing a framework
  • building a compliance program
  • review of case studies

Presenters:

Bailey Church, CPA, CA, CIA
Lead Engagement Partner
KPMG

Bailey is a Partner in KPMG’s Accounting Advisory service line. Bailey has substantial experience in financial, accounting, and related services within the public sector, with a focus on complex accounting and financial management matters for public sector entities including Universities.

As KPMG’s national Professional Practice Partner for the public sector, Bailey has extensive experience with statistical sampling techniques. Bailey has also advised on complex financial management matters for universities across the country. This has provided Bailey with an in-depth understanding of University compliance requirements, including the administration of grants.

 

Sana Malik
Engagement Manager
KPMG

Sana is a Senior Manager with KPMG’s Internal Audit, Risk, and Compliance practice, based in Hamilton. Prior to joining the Hamilton office, Sana worked with the City of Hamilton in the City Auditors’ office where she performed operational, compliance, and value-for-money reviews. Sana is a growth-driven risk management professional with 16 years of experience in the private and public sectors in organizations including Procter and Gamble, GSK, Chevron, and BMO Bank of Montreal.

Sana has demonstrated experience in successfully managing and executing audits, consultations, and forensic investigative work in large municipal environments. She holds a Bachelor of Commerce (Finance) degree from McGill University and is also a Certified Internal Auditor, Certified Fraud Examiner and has a Certification in Control Self-Assessment.

 

Hassan Jan
Senior Consultant
K
PMG 

Hassan is a Manager in KPMG’s Risk Consulting practice with over seven years of experience in data analytics, internal audit, risk management, and compliance. He has mainly worked with organizations in the financial services, not-for-profit and public sector industries. Hassan has deployed numerous solutions for his clients, helping them achieve significant time efficiencies, cost savings, and improved service delivery. Some of his key achievements include leading the development and expansion of the internal audit program for a mid-sized credit union and using data analytics to execute external audits, which included implementing data analytics tools in the financial statement audits of over 200 clients.

Returning to Campus Safely Amidst COVID-19 – A Planning Framework, Physical Distancing and HR Perspectives - June 26, 2020

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

Date: Friday, June 26, 2020
Duration: 60 minutes

Click here to get access to the webinar

COVID-19 has had an unprecedented impact across post-secondary campuses. University administrators are approaching the fall semester with a mix of anxiety and cautious optimism. Many institutions are already planning for a variety of scenarios, but an opportunity to share plans and practices with colleagues across Canada may be helpful for administrators looking for reassurance or silver linings.

This one-hour webinar is designed to share emerging practices from our institutions that can prepare us to resume activities in compliance with workplace health and safety guidelines and help build trust with the communities we serve. Presenters from Simon Fraser University and the University of Victoria will examine reopening scenarios, planning frameworks, guiding principles, what physical distancing could look like, communication elements, and staffing protocols.

Presenters:

Mark McLaughlin, CPA, CA MBA
Chief Commercial Services Officer
Simon Fraser University

Mark considers himself a community builder, change leader, and sustainability advocate, and tries to inspire students to be entrepreneurial, to do good, and dream big. Mark is currently leading SFU’s Covid-19 Physical Distancing Working Group and the university’s Re-Use for Good initiative to reduce and eliminate single-use plastics and products. Mark has been heading SFU’s Fair Trade Campus initiative and for these efforts, Mark has received the SFU President’s Award for Leadership in Sustainability. He is a member of Fairtrade Canada’s Board of Directors, acting as its Treasurer. Mark previously served as VP Finance at Bishop’s University.

 

 

 

Kane Kilbey
Associate Vice President, Human Resources
University of Victoria 

Kane is the Associate Vice President, Human Resources at the University of Victoria.  In this capacity, he is responsible for HR strategy and the leadership of HR services for staff including Organizational Development and Learning, Occupational Health and Safety, Labour Relations, Disability Management, and Total Compensation and Recruitment.  Since March, Kane has been co-leading the university’s Emergency Operations Team and response to Covid-19.

Kane is an alumnus of the University of Victoria, with a BA in Economics and Political Science before adding an MBA from the University of British Columbia.

 

 

 

Laura Vajanto
Senior Director, Enterprise Risk & Resilience
Simon Fraser University

Laura is a Zero-Gravity Thinker that brings diverse stakeholders together to drive innovation. As the Senior Director for Enterprise Risk and Resilience at Simon Fraser University, Laura leads the implementation of Enterprise Risk Management (ERM) and ‘Resilient SFU’ frameworks. She has successfully developed a positive culture of strategic and operational risk management by collaborating with executive leadership and the Board of Governors. She has two decades of accomplishments in leadership, strategic planning, financial management, risk management, organizational resilience, emergency management, business continuity planning, safety, process improvement and project management. She is part of the SFU Emergency Operations Center (EOC) team that provides leadership during crisis situations such as COVID-19. Laura is a resilient world citizen with ability to think “outside the box” having lived, studied and worked in Europe and North America.

Decarbonizing the University Endowment – The McGill University Approach - June 23, 2020

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

Date: June 23, 2020
Duration: 60 minutes

Click here to get access to the webinar

In colleges and universities across North America, students, faculty, and staff are forging new paths to sustainability, integrating these concerns into all facets of the higher education institution, from curricula and research to operations and administration.

At McGill University, sustainability is a top priority. Adopting a more carbon-conscious investment approach complements McGill’s far-reaching climate change and sustainability goals, including institution-wide efforts to achieve carbon neutrality across the University’s operations by 2040.

In December 2019, the University committed to reduce the overall carbon footprint of its endowment portfolio, in keeping with McGill’s sustainability ambitions, while recognizing that these actions should not materially impact the investment committee’s flexibility, the risk/return profile of the endowment fund, or the portfolio’s stated goal to provide a dependable and optimal source of income to beneficiaries.

Join Sophie Leblanc, McGill’s Chief Investment Officer and Treasurer, for a comprehensive overview of the financial analysis undertaken at McGill to develop an ambitious yet operationally achievable plan to implement this and other related commitments, such as investing in low-carbon funds and ones that will contribute to decarbonization of the endowment.

The presentation will cover:

  • The McGill Endowment Investment Pool’s objectives and purpose
  • The complexity of its investment structure (60 different strategies)
  • An overview of the extensive evaluation process for the various approaches to endowment decarbonization and their potential impacts on the McGill endowment’s performance

Presenter:

Sophie Leblanc
Chief Investment Officer and Treasurer
McGill University

Sophie Leblanc is Chief Investment Officer and Treasurer of McGill University.  Ms. Leblanc has more than 22 years of experience in investments and capital markets and currently oversees a diversified portfolio of assets for the McGill Pension members and for the McGill Endowment Fund. In addition, she is responsible for the financing and investment strategies of the University.

Prior to joining McGill, Sophie spent 14 years at Bombardier where she held a Manager position in the Treasury and subsequently as Director, Investments for Bombardier Pension Plans worldwide. She began her career as analyst in Portfolio Management at Caisse de dépôt et placement du Québec where she was able to apply portfolio optimization concepts developed in her master’s thesis.

Ms. Leblanc holds a Master’s degree in Operational Research from École des Hautes Études Commerciales (HEC) and a Bachelor’s degree in Business Administration from Université Laval.  As well, Ms. Leblanc is a Certified Financial Analyst (CFA).

Payments to Indigenous Peoples for Services - June 18, 2020

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

Date: June 18th, 2020
Duration: 75 minutes

Click here to get access to the webinar.

Universities across Canada continue to grapple with the complex issue of developing policies and practices that demonstrate respect for Indigenous peoples while recognizing their unique needs and contributions.

During the webinar, KPMG will provide valuable information regarding the taxation aspects to be considered when handling payments for services performed by Indigenous peoples. The income tax treatment and reporting requirements of Universities in Canada on their payments of honorariums to Indigenous peoples will be outlined.

The representatives from Lakehead University will provide useful details and considerations regarding how their institution has successfully implemented non-financial policy considerations. Ensuring the process is carried out in a respectful manner with the acceptance and support of Elders and other Indigenous partners.

Presenters:

Barry Travers, FCPA, FCA
Partner, National Leader, Public Sector Tax
KPMG LLP

Barry is a Partner and the National Leader of the Public Sector Tax Practice, and is based in Toronto.

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

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

 

Rita Blais
Associate Vice-President, Financial Services
Lakehead University 

Rita Blais is the Associate Vice-President of Financial Services at Lakehead University and has over 30 years of experience in post-secondary education. She holds a Bachelor of Commerce from Carleton University and is a Chartered Professional Accountant, Chartered Accountant (CPA CA).

Rita is a member of the Executive Committee of the Council of Ontario Finance Officers (COFO) and also chairs its Program Committee. She is a past COFO Chair, has served on several of its other committees, and is a recipient of the COFO Distinguished Leadership Award.

Rita is a member of Lakehead’s Executive Budget and Integrated Planning & Budgeting committees and Chair of the Enterprise System Subcommittee of the IT Oversight Committee.

 

 

Denise Baxter
Vice-Provost of Aboriginal Initiatives
Lakehead University 

Denise is completing her PhD in Equity and Indigenous Education at York University. As an established education leader, she has worked in multiple contexts including public school boards, the Ministry of Education, Lakehead University, and First Nations private schools. Within each of these contexts, she has built capacity and partnerships with community stakeholders. Her work has involved education conferences, workshop presentations, and capacity-building with educators in First Nations schools.

A Marten Falls First Nation member, Denise maintains that preserving and practicing cultural traditions and ceremony keeps her connected to the community, Aboriginal cultures, traditions, and protocols. She works to establish networks, strengthen relationships with Indigenous communities and governments, and build capacity between First Nations, public, and private partners who have supported multiple initiatives that advance educational outcomes for Aboriginal students.

Denise serves as co-chair for the Reference Group on Aboriginal Education at the Council for Ontario Universities and has previously served as co-chair of the Ministry of Education Literacy and Numeracy Secretariat’s First Nations, Métis and Inuit provincial committee. Her educational experience has included opportunities to lead and teach in educational environments including K-12 public and First Nations schools and Lakehead University.

Strategic Procurement Webinar Series - Collaboration / Strategic Sourcing (Session 2) - February 13, 2020

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

Date: February 13th, 2020
Duration: 90 minutes

Click here to get access to the webinar

What Role Does Collaboration Play in Strategic Sourcing?

Strategic Procurement has been a topic of active discussion in many business sectors in recent years. What does this movement mean for higher education and what does it really look like?

This webinar is the second in a four-session series, building on the importance of collaboration discussed in the first Procurement webinar ‘What does a Strategic Approach to Procurement Look Like?’ and focuses on strategic sourcing.

Observations and experiences from two university executives and the Chief Procurement Officer from BCNet, will be shared from both administrative as well as operational perspectives.

Topics that will be explored include:

  • What are the attributes of a tactical vs. strategic approach to sourcing?
  • What value can collaboration and strategic sourcing bring?
  • Making the transition from tactical to strategic sourcing.
  • What does success look like at Western University and Queen’s University?
  • How can success be measured?
  • How can regional/provincial initiatives be leveraged?

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.

Presenters:

Dennis Silva
Chief Procurement Officer
BCNET

As the 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 Advanced Education Sector in British Columbia. Dennis and his team serve as lead agency for sector wide contracts and initiatives. Working with twenty-five public Post-Secondary Institutions, The Ministry of Advanced Education, Skills & Training, and the vendor community, Dennis has a proven track record in creating partnerships to deliver value to stakeholders.

His career has spanned over two decades in both the corporate sector with Best Buy Canada and public sector with the University of British Columbia. During his time in those organizations, he has led various transformational strategies and employed concepts to build capabilities around vendor and category management, sustainable purchasing strategies, and procurement leadership development.

Kelly McGarry
Associate Director
Queen’s University

Kelly McGarry joined Queen’s University’s Strategic Procurement Services department as a Procurement Specialist in 2008, and currently holds the role of Associate Director. Prior to joining Queen’s, Kelly’s career in the pharmaceutical industry spanned 10 years in supply chain management with roles as Procurement Leader and Logistics Manager.

Kelly has a unique skill set that encompasses experience in both private and public sector procurement. Operating within a research-intensive institution, her deep understanding of policies and procedures related to granting agencies has been invaluable. She has applied strategic oversight while achieving operational objectives. Recently, Kelly was a leading member of the Queen’s team for the successful implementation of a new procure-to-pay system, including an e-Procurement tool and revamped credit card program.

Peter Jeffs
Acting Director, Procurement Services
Western University

Peter Jeffs has been the Acting Director of Procurement Services at Western University since June 2018, after advancing through multiple roles in his 34 years at Western. Peter’s major achievements are focused on many complex technology-based procurement projects and more than 15 Best Value Business Model (BVBM) procurements that he has led. Throughout his career he has consistently applied himself to higher learning and is currently completing a Masters of Science (Procurement stream) at Arizona State University – Ira Fulton School of Engineering. Peter’s research is in the area of Barriers to gathering metrics in Canadian higher education procurement.

Emerging Tax Issues on Course Offerings - December 10th, 2019

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

Date: December 10, 2019
Duration:
60 minutes

Universities across Canada continue to grow and expand the many facets of their operations within and outside Canada. When extending their functions to jurisdictions outside of Canada, universities must consider income tax and indirect tax issues for the personnel involved in the activity and for the institution as a legal entity, both in Canada and in the foreign country where the activity takes place.

This CAUBO tax webinar will feature Barry Travers and Jennifer Boychuk, Tax Partners with KPMG, who will focus on two key issues arising from emerging trends in HE related to course offerings by Canadian universities.

The first emerging issue relates to tax reporting requirements that could arise with the offering of online courses outside of Canada. In particular, the presenters will highlight foreign filing requirements, GST/HST, VAT, withholding tax, and operational considerations that Canadian institutions face when hosting an online course for participants residing outside of Canada. The discussion will be illustrated with real-life scenarios and examples.

The second emerging issue is the offering of continuing studies courses, highlighting specific examples of tax authority issues raised by recent CRA/MRQ audit activity. The tax experts will discuss unique course-offering arrangements, GST/HST implications, taxable benefit concerns for employees, and other real-life reporting issues.

Moderator:

Paul Farrelly
Tax Manager
The University of British Columbia

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

 

 

Presenters:

Barry Travers, FCPA, FCA
Partner, National Leader, Public Sector Tax
KPMG LLP

Barry is a Partner and the National Leader of the Public Sector Tax Practice, and is based in Toronto.

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

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

Jennifer Boychuk, CPA, CGA
Partner, National Indirect Tax
Public Sector Indirect Tax
KPMG LLP

Jennifer has over 15 years of Indirect Tax experience and has been working with KPMG since 2006. Jennifer has significant experience in managing large audit projects and understands thoroughly the CRA audit process. She specializes in the Public Sector environment as part of the National Public Sector Tax team. Jennifer’s vast experience in the Public Sector environment and knowledge of the indirect tax issues affecting the organizations allows her to provide comprehensive support to the organizations as a whole. This includes advising on complex technical issues, identifying key tax risks, identifying significant indirect tax savings, and performing Indirect Tax training to organizations to ensure compliance with legislative changes. , Jennifer’s clients include Universities, Colleges, Technical Institutes, Charities, Not for Profit, and Municipalities across Canada.

Strategic Procurement Webinar Series - Moving Towards Strategic Procurement (Session 1) - December 4th, 2019

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

Date: December 4th, 2019
Duration:
90 minutes

Click here to get access to the webinar

What Does a Strategic Approach to Procurement Look Like?

Strategic Procurement has been a topic of active discussion in many business sectors in recent years. What does this movement mean for higher education and what does it really look like?

This webinar, the first of a four session series, will build on last year’s Procurement Pre-Conference session Building Leadership Capacity in the Higher Education Sector – Positioning Procurement as a Strategic Team Player.

Observations and experiences, from 3 university executives, will be shared from both a senior administrative as well as operational perspectives. Additionally, a procurement recruitment specialist will also weigh into the mix to talk about the current workplace demands for different skill sets and how these needed skills can be used to promote a strategic workplace.

Topics that will be explored include:

  • What are the attributes of a tactical vs. strategic approach?
  • What value can strategic procurement bring?
  • How to fast track the development of required skills?
  • Making the transition from tactical to strategic procurement
  • What does success look like at McGill University and the University of Saskatchewan

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.

 

Presenters:

Ed Kane
AVP, University Services
Carleton University

Ed Kane is a senior leader at Carleton University and within the Finance and Administration division in his capacity as Assistant Vice-President (University Services), a position he has held since 2004. University Services is made up of 11 units with a wide range of services from dining to student and guest services, housing, and all purchasing on campus. He also oversees the ancillary budget of over $121-million.

As an experienced Assistant Vice-President, Ed is a key member of the executive strategy planning team at the university. He is also involved beyond the campus in a number of organizations. Currently, he is a member of the Board of Governors for Excellence Canada, and is the Chair of the Professional Development Committee for the National Association of College Auxiliary Services. In 2017, Ed received the Dr. Wright L. Lassiter Jr Legacy Award for his leadership, commitment to volunteerism and community service.

Tim Moore
President
Tim Moore Associates, Supply Chain Recruiters

Tim directs Tim Moore Associates, one of Canada’s leading search firms focusing solely in the recruitment of Supply Chain professionals; representing over 25,000 practitioners-from both the public and private sectors. Since 1996, Tim has worked with over 3000 of Canada’s top firms – coast-to-coast, requiring procurement and supply chain professionals for assignments across Canada, the U.S., U.K, Europe, Russia and Bermuda.

Tim managed the Supply Chain function of several international firms prior to joining the Purchasing Management Association of Canada (pre Supply Chain Canada). Tim has the distinction of holding two roles at PMAC including National Director of Membership Services, and eventually National Director of Education Services, involved with the Supply Chain training and accreditation processes.

Tim has received appointments to the Accreditation Review Panel of the Canadian Supply Chain Sector Council, the Program Advisory Committee for graduate studies at Sheridan College, as well as reviewed and made recommendations for the National Occupation Codes (NOC) related to Supply professionals for the Federal Government. As a Certified Association Executive (CAE), Tim served as a Course Marker for its Association Management Education (AME) program.

Tim speaks, consults, and mentors on a wide range of topics including hiring processes, resume design, social media, personal branding and ethics – plus much more, all with the modern supply chain professional in mind.

Richard LeBlanc
Director, Enterprise Procurement
University of Saskatchewan

Richard LeBlanc is a dedicated procurement leader with the University of Saskatchewan and he has been their Director of Enterprise Procurement since January 2018. He is currently leading a major transformation initiative to modernize the university’s procurement and materiel management functions with a goal of enhancing the customer experience while delivering streamlined processes, savings and increased collaboration across the institution.

Prior to joining the university, Richard spent almost 15 years in the federal government with several different departments including Fisheries and Oceans Canada/Canadian Coast Guard, Shared Services Canada, Treasury Board and the Department of National Defense. In that time, he was part of the leadership team that helped create the procurement function of a new federal department, he acquired the government’s first comprehensive electronic procurement system and he managed a wide variety of contracts covering the full spectrum of government operations.

François Pouliot
Director & Contract Rules Compliance Monitor, Procurement Services
McGill University

François started working in procurement 27 years ago as a summer student at Bombardier Aerospace in Montreal. After he completed his studies in law and industrial relations, François joined the company as a permanent employee working in product support, new projects and eventually commodity sourcing. He transferred to the company’s mass transit division in the role of director of strategic sourcing of systems for the North American market of the division. For personal reasons, he left the company after 14 years and focused his efforts as a part-time procurement consultant to small and medium business enterprises who were hoping to make a name for themselves, as well as working with large manufacturers.

In June of 2011, François joined McGill University in the capacity of director of procurement services, and has been able to use lessons learned from prior experience, to implement the best possible service delivery model to internal clients.

Hiring for Social Impact: HE Leadership in Diversity Recruitment and Retention - November 20th, 2019

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

Date: November 20th, 2019
Duration:
60 minutes

Click here to get access to the webinar

As universities and colleges strive to maximize their social impact, it is incumbent on them to create an environment where all employees and students can thrive, regardless of their country of origin, visible or invisible disability, gender expression, sexual orientation, or race.

This environment is not merely one that is free of discrimination; it is one where the individuality of every person is celebrated for their unique value, where every person feels at home, and all voices are valued. Building this kind of environment cannot happen organically. It takes intention and deep, sustained commitment.

Universities and colleges across Canada have been implementing progressive policies and actions that constitute important steps toward developing these work environments.

Join us for this informative, practical and interactive webinar with leaders at Calgary, McMaster, and Sheridan College who are championing progressive hiring practices. Hear how they engaged different institutional members, developed their equity plans, and continually bring these commitments into reality to diverse and inclusive workplaces.

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

Facilitator:

Coro Strandberg, President, Strandberg Consulting

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

 

 

Speakers:

Dr. Jane Ngobia, Vice President Inclusive Communities, Sheridan College

Dr. Jane Ngobia is the Vice President for Equity, Diversity and Inclusive Communities at Sheridan College. Jane has held progressive leadership positions in higher education both locally and abroad. She has a solid record of accomplishment in the development of administrative policies and procedures to promote an inclusive learning, teaching and working environments. Jane has served as a Chief Diversity Officer, implemented a human rights complaint system, launched pan-institutional initiatives to ensure employment equity and accessibility for persons with disabilities, and established the first-ever International Student Centre at the University of Toronto at Mississauga. Jane has published in The Canadian Journal for Scholarship of Teaching and Learning and has presented at the Canadian Association of College and University Student Services. She also currently serves as Treasurer of the Canadian Association for the Prevention of Discrimination and Harassment in Higher Education.

 

 

Dr. Arig al Shaibah, Associate Vice-President, Equity and Inclusion, McMaster University

Dr. Arig al Shaibah is McMaster University’s inaugural Associate Vice-President (Equity and Inclusion) and she is also an adjunct professor in the Department of Sociology at McMaster.

Arig oversees the Equity and Inclusion Office, which includes: the Human Rights & Dispute Resolution Program; the Accessibility, Equity and Inclusion Education Programs; and the Sexual Violence Prevention & Response Program. Arig is also the senior-most executive responsible for championing and leading the development and implementation of institution-wide strategic EDI priorities at McMaster.

 

 

 

Nicole Wheeler, Manager of Talent Acquisition, University of Calgary

Nicole is an HR Leader with a background in change management, coaching, experiential learning, career development and human resources. As Manager of Talent Acquisition at the University of Calgary, she was involved in the development and implementation of the University’s Indigenous Strategy. She also manages the employment equity program and is involved in the CRC EDI plan development and implementation.

 

 

Reporting Quality Performance Measures – Learn about Best Practices for Preparing non-GAAP and Operational Measures - October 30th, 2019

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

Date: October 30th, 2019
Duration:
60 minutes

Click here to get access to the webinar

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

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

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

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

Speakers:

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

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

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

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

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

 

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

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

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

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

The Canadian Collaborative Procurement Initiative (CCPI): Procurement Opportunities for Universities in Canada - September 26th, 2019

Date: September 26th, 2019
Duration:
60 minutes

Click here to get access to the webinar

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

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

This presentation has two main objectives:

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

Facilitator:

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

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

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

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

Date: March 29, 2019
Duration:
60 minutes

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

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

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

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

Facilitator:

Justin Fong, Partner, Risk Advisory
Deloitte

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

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

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

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

Date: February 14, 2019
Duration:
90 minutes

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Team participation is highly recommended for this session.

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

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

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

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

Facilitator:

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

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

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

Date: December 5th, 2018
Duration:
60 minutes

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

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

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

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

Facilitators:

Coro Strandberg
President, Strandberg Consulting

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

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

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

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

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

Tax Reporting for Activities Outside of Canada - November 28, 2018

Date: November 28, 2018
Duration:
60 minutes

Click here to get access to the webinar

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

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

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

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

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

Presenters

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

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

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

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

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

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

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

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