Webinars

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

Upcoming Webinar

Free Webinar: Emerging Tax Issues on Course Offerings - December 10th, 12:00 - 1:00 PM EST

*Please note this webinar is delivered in English only*

Date and Time: Tuesday, December 10, 12:00-1:00 PM EST
Target Audience: Senior Management (Finance, Taxes, Internal Audit)

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.

 

Past Webinars

Free Webinar: Strategic Procurement Webinar Series - Moving Towards Strategic Procurement (Session 1) - December 4th, 12:00 - 1:30 PM EST

*Please note this webinar is delivered in English only*

Date and Time: Wednesday, December 4th, 12:00-1:30 PM EST

Target Audience: Senior Procurement Management (associated cross functional groups like senior administration responsible for procurement, human resources and finance would also benefit)

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

Participants will hear real experiences and will gain some practical ideas to use in their respective workplaces. There will be opportunities for interaction in the webinar through live polling and for a tailored discussion in a Q&A segment based on submitted audience questions following the presentation.

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

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.

Free Webinar: Hiring for Social Impact: HE Leadership in Diversity Recruitment and Retention - November 20th, 12:00 - 1:00 PM EST

*Please note this webinar is delivered in English only*

Date and Time: Wednesday, November 20th, 12:00-1:00 PM EST

Target Audience: Senior Management (Human Resources and associated cross functional groups)

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.

 

 

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

*Please note this webinar is delivered in English only*

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

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

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

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

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

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

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.

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

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

Target Audience: Senior Procurement Management and Senior Finance Management

Click here to download the presentation.

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

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

This presentation has two main objectives:

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

Join us to learn more!

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

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

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

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

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

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

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

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

Team participation is highly recommended for this session.

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

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

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

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

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

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

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

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

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

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

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

12:00 pm – 1:00 pm EST

Fees

Members: $100
Non-Members: $150

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

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

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

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

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

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.

Harnessing Big Data - October 16, 2018

Come hear from CANARIE’s President and CEO, Jim Ghadbane on October 16th at 1 pm ET.

Managing and protecting data, and evolving the digital research infrastructure required to move, store, process and reuse these data, continues to present challenges for Canada’s higher education communities. The recent $572.5M “Harnessing Big Data” federal investment in Budget 2018 is an indication of the federal government’s focus on this issue.

In partnership with CAUBO, CANARIE will deliver a 90-minute webinar to raise Vice-presidents Administration and Finance’s awareness and understanding of the most recent developments in this critical area, including:

Data Security:

  • An update on the Shared Security Operations Center (SOC) initiative being implemented by six universities;
  • Changes to the EU’s General Data Protection Regulations (GDPR) and how they impact universities.

Long-Term Data Preservation and Data Discovery:

  • The challenges of creating a strategy for, and funding the infrastructure required to support, long-term data preservation and data discovery systems and processes, and the impact of these systems on institutions and researchers

Funding and Service Delivery Ecosystem:

  • The evolution of the funding and service delivery ecosystem, provincially, federally, and institutionally and what it could mean for your institution.

For over 25 years, CANARIE’s has focused on strengthening Canadian leadership in science and technology by delivering digital infrastructure to support world-class research and innovation. Through its recent mandate renewal proposal, CANARIE is focussing on cyber-security initiatives, among others, in order to support the research enterprise in Canada.

CAUBO Tax Webinar - February 20th, 2018

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

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

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

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

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

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

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

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

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

Cyber-Security in a University Setting - April 19, 2017 and April 26, 2017

Description:

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

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

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

Webinar Resources

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

Speakers:

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

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

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

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

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

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

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

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

02/12/2016
13:00-14:00 EST

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

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

Presenter

Jarrod Nichol, Lean Thinking Administrator, Animal Resources Center

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

21/10/2016
1:00PM-2:00PM EST

Click here to download the presentation.

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

Presenters:

Deidre Henne, AVP (Administration) & CFO, McMaster University & Terri Wetton, Senior Manager, Accounts Payable, McMaster University

Facilities & Services Invoice Workflow Project - University of Toronto

29/09/2016
12:00-13:00 EST

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

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

Speaker(s):

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

Click here to download the presentation.

View the Webinar Recording