* Please note that this webinar is available in English only

Date: March 27, 2024
Duration: 90 minutes

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

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

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

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

Presenters:

Deidre (Dee) Henne
Chief Executive Officer
Lead Accretive

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

Brandon Dickson
Graduate Student
Balsillie School of International Affairs

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

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

Date: February 29, 2024
Duration: 90 minutes

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

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

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

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

Panelists:

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

* Please note that this webinar is available in English only

Date: February 22, 2024
Duration: 90 minutes

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

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

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

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

Presenters:

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

Host:

Gwen Toole
Community Practice Leader
CAUBO Procurement TLAG

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

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

* Please note that this webinar is available in English only

Date: December 12, 2023
Duration: 90 minutes

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

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

Presenters:

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

Moderator:

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

* Please note that this webinar is available in English only

Date: November 29, 2023
Duration: 90 minutes

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

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

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

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

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

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

Presenters:

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

Marianne Smith
Partner
Blake, Cassels & Graydon LLP

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

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

Host:

Gwen Toole
Community Practice Leader
CAUBO Procurement TLAG

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

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

* Please note that this webinar is available in English only

Date: November 6, 2023
Duration: 75 minutes

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

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

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

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

Moderator:

Cliff Trollope
Partner, National Leader, Business Resilience Services
MNP

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

Panelists:

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

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

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

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

Natalia Skapski
Director of Safety & Emergency Services
Capilano University

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

* Please note that this webinar is available in English only

Date: November 2, 2023
Duration: 90 minutes

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

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

Presenters:

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

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

Zamyla Chan
Lead, Artificial Intelligence and Higher Education
Deloitte Canada

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

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

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

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

Mario Morgado
Partner, Data Driven Campus
Deloitte Canada

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

Daniel Therrien
Associate Vice-President, Integrated Planning
Concordia University

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

* Please note that this webinar is available in English only

Date: October 26, 2023
Duration: 60 minutes

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

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

—Canada’s Net Zero Advisory Body

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

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

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

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

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

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

In 2021, GFANZ recommended that governments:

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

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

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

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

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

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

Guest Speaker:

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

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

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

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

* Please note that this webinar is available in English only

Date: October 12, 2023
Duration: 90 minutes

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

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

Presenters:

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

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

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

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

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

Zamyla Chan
Lead, Artificial Intelligence and Higher Education
Deloitte Canada

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

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

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

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

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

Mario Morgado
Partner, Data Driven Campus
Deloitte Canada

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

* Please note that this webinar is available in English only

Date: September 21, 2023
Duration: 90 minutes

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

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

The CAUBO Data Governance Framework is available here.

Presenters:

Mario Morgado
Partner, Data Driven Campus
Deloitte Canada

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

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

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

Marcela Hernandez
Chief Data Officer
The University of British Columbia

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

* Please note that this webinar is available in English only

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

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

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

Presenters:

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

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

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

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

Moderator:

Lynne Gervais
Field Representative
Faculty Bargaining Service

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

* Please note that this webinar is available in English only

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

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

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

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

Presenters:

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

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

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

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

* Please note that this webinar is available in English only

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

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

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

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

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

Presenters:

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

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

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

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

Xavier Serrano
Director – Purchasing Services
University of Victoria

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

Dennis Silva
Chief Procurement Officer
BCNET

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

Moderator:

Gwen Toole
Community Practice Leader
CAUBO Procurement TLAG

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

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

* Please note that this webinar is available in English only

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

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

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

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

Presenters:
Rawni Sharp
Deputy Director
NSERC/SSHRC Financial Compliance

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

Joanne Proulx
Manager
NSERC/SSHRC Financial Monitoring

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

* Please note that this webinar is available in English only

Date: January 31, 2023
Duration: 90 minutes

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

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

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

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

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

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

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

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

* Please note that this webinar is available in English only

Date: December 13, 2022
Duration: 90 minutes

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

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

Speaker:

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

* Please note that this webinar is available in English only

Date: October 12, 2022
Duration: 90 minutes

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

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

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

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

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

Speaker:

Kris Urban
Senior Project Manager
Footprint

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

*Please note that this webinar is available in English only

Date: May 18, 2022
Duration: 90 minutes

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

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

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

Panelists:

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

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

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

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

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

Jonathan Weekes
National Cyber Growth Leader
Marsh

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

Moderators:

Lori Macmullen Executive Director CUCCIO

*Please note that this webinar is available in English only

Date: March 10, 2022
Duration: 90 minutes

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

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

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

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

Presenters:

Dr. Dale Keefe
VP Academic and Provost
Acadia University

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

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

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

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

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

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

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

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

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

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

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

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

Moderators:

Nathalie Laporte Executive Director CAUBO

Lori Macmullen Executive Director CUCCIO

*Please note that this webinar is available in English only

Date: February 24, 2022
Duration: 60 minutes

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

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

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

Presenters:

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

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

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

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

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

Moderator:

Gwen Toole
Community Practice Leader
CAUBO Procurement TLAG

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

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

*Please note that this webinar is available in English only

Date: February 3, 2022
Duration: 90 minutes

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

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

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

Panelists:

Brian Lesser
Chief Information Officer
Ryerson University

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

Barb Carra
President and CEO
Cybera Inc.

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

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

*Please note that this webinar is available in English only

Date: December 15, 2021
Duration: 90 minutes

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

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

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

Presenters:

Brandon Dickson
Graduate Student
Balsillie School of International Affairs

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

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

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

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

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

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

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

Srikanth Ramani
Professor, Finance
Huron University College, Western University

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

*Please note that this webinar is available in English only

Date: December 9, 2021
Duration: 90 minutes

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

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

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

Presenters:

Nela Petkovic
Chief Information Officer
Wilfrid Laurier University

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

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

Stacey Smith
Manager of Enterprise Risk and Insurance
Wilfrid Laurier University

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

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

*Please note that this webinar is available in English only

Date: December 2, 2021
Duration: 90 minutes

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

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

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

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

Presenter:

Denis Marchand
Director, Institutional Research
Université du Québec

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

*Please note that this webinar is available in English only

Date: November 24, 2021
Duration: 90 minutes

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

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

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

Presenter:

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

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

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

*Please note that this webinar is available in English only

Duration: 30 minutes

Click here to get access to the pre-recorded session

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

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

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

Date: June 29, 2021
Duration: 90 minutes

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

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

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

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

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

*Please note that this webinar is available in English only

Date: May 26, 2021
Duration: 90 minutes

Click here to get access to the webinar

This is the final webinar of this five part series presented by CAUBO and CUCCIO titled Moving to the Cloud: Key Considerations. 

Moving to the cloud entails significant changes at various levels of an organization, and throughout all stages of transition.  From the planning process to post-implementation of a cloud-based system or software, multiple functions will be impacted – not only in IT but also in the numerous business units involved in the change due to shifting roles and required capacities.  The transition may also imply significant changes from a user perspective, as a result, an effective change management approach is needed to ensure an optimal transition to the cloud.

The following questions will be addressed:

• In what areas is a good change management approach most useful?  And why?
• What are the success factors in recruiting and retaining the right individuals?
• How do you effectively identify and engage all stakeholder groups throughout the transition?

Our panelists include:

Carolina Almonte
Director, Talent Management
University of Toronto

Carolina Almonte is currently the Director, Talent Management at the University of Toronto.

Before taking on this role, she had built a 20 year international career in the private sector, which span six countries and combine experiences in various functions such as Sales, Marketing, Operations, Human Resources, and Training and Development.

Carolina has a Bachelor of Market Administration from the Universidad Nacional Pedro Henriquez Ureña, a Master of Marketing from Universidad Pontifica Madre y Maestra, a Master of Science from the World Maritime University, and Human Resources Management postgraduate certificate from Centennial College.

She is a Certified Human Resources Leader (CHRL) by HRPA.

Cathy Eberts
Director, Enterprise Applications and Deputy CIO
University of Toronto

Cathy Eberts has held a variety of positions within the Information Technology field over the past 30 years.  Prior to joining the University of Toronto, she was employed at the Workplace Safety & Insurance Board of Ontario within their Information Technology division.  Since joining the University of Toronto, she has worked within the central IT division overseeing the development and implementation of many aspects of the major enterprise systems.  In her current role, Cathy provides strategic oversight of the central SAP Administrative Management Systems (Finance, HR, Research, etc.), Office 365, ServiceNow, and the Next Generation Student Information Services Program.

*Please note that this webinar is available in English only

Date: May 10, 2021
Duration: 90 minutes

Click here to get access to the webinar

This FBS/CAUBO webinar will provide an opportunity for solution-oriented discussion, with outstanding representatives of university leadership within our sector, with respect to priority issues impacting Black Faculty and how we can address anti-Black racism, and ensure an environment of inclusivity, equity, and support for Black Faculty at Canadian universities.

Please join Indira Naidoo-Harris, Associate Vice President Diversity & Human Rights, University of Guelph, and former Cabinet Minister for the Status of Women & Minister of Education in the Province of Ontario, as she moderates this important conversation.

Our panelists include:

• Dr. Malinda Smith, Vice Provost Equity, Diversity, and Inclusion, University of Calgary
• Dr. Gervan Fearon, President and Vice-Chancellor, Brock University
• Dr. Kelly Hannah-Moffat, Vice President Human Resources and Equity, University of Toronto

*Please note that this webinar is available in English only

Date: May 5, 2021
Duration: 90 minutes

Click here to get access to the webinar

Mental Health issues in the workplace have become increasingly prevalent. The pandemic has brought increased stressors and challenges to all organizations highlighting the need for more awareness, programs, services and policies to be developed. A psychologically healthy workplace allows all staff and faculty to thrive and bring their best self to their work environments. If our organizations are to evolve amidst the changing nature of work, then they need to address these mental health concerns in order to ensure that the individual employee, the teams they work in and the institutional community succeed in all of their endeavours.

The conversation will begin with an environmental scan identifying the unfolding mental health issues that faculty and staff in higher education are currently facing. An open discussion with colleagues will follow, focusing on the “me-we-us” philosophy to support mental health and well-being. Participants in the roundtable will learn about effective tools and strategies to support mental health at all levels of the organization.

Facilitator:

Samah Sabra
Assistant Director of Wellness, Leadership, and Organizational Development
Carleton University

Samah Sabra is the Assistant Director of Wellness, Leadership, and Organizational Development at Carleton University’s Office of Quality Initiatives. Samah joined the office in 2016 and has worked closely with colleagues both within OQI and across campus in collaborative efforts to expand learning opportunities that build community, develop leadership, and support mental health and well-being across the university. With the shift to remote work, she and her colleagues have been guided by Carleton University’s calls to create virtual, sustainable social spaces that support wellness.

*Please note that this webinar is available in English only

Date: April 30, 2021
Duration: 90 minutes

Click here to get access to the webinar

This FBS/CAUBO Webinar will provide an opportunity for solution-oriented discussion, with outstanding representatives of university leadership within our sector, with respect to priority issues impacting Indigenous Faculty and how we can ensure an environment of inclusivity, equity, and support for Indigenous Faculty at Canadian universities.

Please join Indira Naidoo-Harris, Associate Vice President Diversity & Human Rights, University of Guelph, and former Cabinet Minister for the Status of Women & Minister of Education in the Province of Ontario, as she moderates this important conversation.

Our panelists include:

• Dr. Caroline Langill, Provost and Vice-President Academic, OCAD University
• Dr. Vianne Timmons, President and Vice-Chancellor, Memorial University of Newfoundland
• Dr. Robina Thomas, Associate Vice President Indigenous, University of Victoria
• Michele Parkin, Associate Vice-President Faculty Relations and Academic Administration, University of Victoria

*Please note that this webinar is available in English only

Date: April 28, 2021
Duration: 90 minutes

Click here to get access to the webinar

The decision to move to the cloud or not should be based on a strong business case that covers a wide array of considerations, including the impact of the move on the institution’s operational resilience and organizational productivity and an analysis that demonstrates a positive return on investment (ROI).

A Total Cost of Ownership (TCO) analysis that ensures a full cost assessment of the current approach versus the planned cloud approach is one critical component of an ROI analysis.

Webinar participants will learn about the elements that should be included in ROI and TCO analyses. Presenters will address the following questions:

• How are cost models for cloud and on-premise systems different?
• What key financial and operational considerations should be included in the business case leading to a decision about whether to move to the cloud?
• What are the components of the total cost of ownership and how do you calculate it?

Presenters:

Jennifer Burns
Chief Information Officer
University of British Columbia

Reporting to the Provost and Vice-President Academic, Jennifer provides leadership in ensuring the Institution’s digital capabilities meet the needs of UBC’s teaching and research community, as well as identifying opportunities to deliver efficient and effective administrative solutions. In our changing landscape, this means engaging the community in discussions and future planning aimed at leveraging emerging new technologies and protecting the community against even more sophisticated cyber threats.

Jennifer is responsible for IT delivery across all of UBC’s campuses, and is also responsible for the operation of the UBC Information Technology department and its efforts to deliver leading edge services that are relevant, robust, and readily accessible to faculty and students to support their research and teaching experience. Jennifer views technology as a strategic enabler to the University’s vision of creating an exceptional learning and research environment. Her work as AVP and CIO is guided by the values of integrity, transparency, collaboration, and excellence.

Along with overseeing the strategic vision and leadership for UBC, Jennifer also represents UBC in British Columbia’s IT leadership community, as well as those across Canada and internationally, comprised of executive leaders in Higher Education and partner organizations world-wide. An experienced leader within higher education and with an extensive background in client services and management, Jennifer is a UBC Commerce alumna, with a focus on Marketing and Entrepreneurship. She has been in management for over twenty years, fourteen of which have been in higher education IT delivery.

Mark Roman
Chief Information Officer
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.

Jennifer Schaeffer
Vice President, Information Technology and Chief Information Officer
Athabasca University

Jennifer Schaeffer is the Vice President, IT and Chief Information Officer of Athabasca University (AU), Canada’s Online University, the 5th-largest university in Canada serving more than 43,000 learners across 87 countries. Jennifer leads the digital transformation of AU to a Cloud & Code Campus for students, professors and researchers who are continuously innovating in digital pedagogy in online learning. Under Jennifer’s leadership, in 2018, AU became the first Canadian university to collaborate with Amazon Web Services for accredited cloud education programs, and comprehensive cloud training for all AU employees. In July 2020, AU became the first post-secondary in Canada to be fully in the cloud, migrating hundreds of AU operational systems, including its LMS and ERP systems to their secure AU cloud, powered by AWS, a first accomplished while her team worked remotely during Covid-19.

Jennifer, a dual citizen of Canada and the USA, has over 20 years of digital strategy leadership. She was AVP of University Digital Strategy at University of Alberta and while there, co-founded the spin-off Onlea.org, an award-winning Alberta EdTech company producing interactive online learning for academia and industry. Before joining the post-secondary sector in 2010, she led institutional securities digital product development, FinTech R&D, retail banking customer strategies in the USA and Canada, and founded one of the first online news distribution start-ups back in the ‘90s. Jennifer has a Masters from Yale University and Bachelors from Indiana University.

Duration: 90 minutes

Click here to get access to the Information Sessions

Employee benefits costs and the levels of risk associated with the management of benefit plans have significantly increased in recent years.

CAUBO, through the National Benefits Steering Committee, has been looking at ways to help member institutions manage these rising benefits costs and risks. The Committee has been exploring opportunities for institutions to achieve potential efficiencies, including savings on administrative costs and implementing pooling levels and stop-loss provisions through a consortium with common providers.

To this end, a request for proposal process was launched last fall to identify providers interested in offering benefits and services through a collaborative program for Canadian universities and colleges. Subsequently, two providers (Manulife and Green Shield Canada) were pre-qualified by the Steering Committee. The providers were selected based on the quality of their proposals and the potential advantages offered to members. 

The proposals received from Manulife and Green Shield Canada have the potential to provide cost efficiencies to member institutions of all sizes. An information document that provides key details of each proposal, has been prepared and is available on CAUBO’s website (for institutional members only).

During the sessions, Manulife and Green Shield Canada will present their proposals to members, in order to gain sufficient interest to form a consortium. Members will have the opportunity to ask questions and provide feedback on each of the proposals directly with the providers. These sessions will also provide members with information regarding next steps, including how members can submit their preliminary expressions of interest in joining a consortium this spring.

*Please note that this webinar is available in English only

Date: April 8, 2021
Duration: 90 minutes

Click here to get access to the webinar

This 90-minute CAUBO tax webinar will feature four representatives from KPMG who will focus on three key topics arising from emerging trends in HE. Join us for this informative and timely panel session.

System implementations – indirect tax considerations and risks
As institutions across Canada continue to evolve and expand operations, so do the information systems utilized. Many institutions are preparing to or are already implementing new systems, subsystems, and other reporting tools. Jennifer Boychuk, CPA, CGA, Partner, National Indirect Tax, KPMG, will highlight some of the specific indirect tax challenges and risks that accompany the implementation of new systems and processes. Jennifer will explore policy and procedural considerations and emerging issues from a tax compliance perspective, as well as tax authority audit risks.

U.S. tax overview
Robert Medves, JD, LLM, Partner, US Tax, KPMG, will provide an overview of U.S. tax basics as they relate to Canadian educational institutions and their pensions looking to invest in the United States.  Robert will outline an entity’s U.S. tax status, effectively connected income (“ECI”), unrelated business taxable income (“UBTI”), and the potential application of the Canada-U.S. Tax Treaty related to investment activity entered into by the institution for their endowment funds or pensions plans.

Should you allow your employees to work from anywhere (WFA)?
The pandemic has led to a significant increase in remote work arrangements for employees which, in many cases, will continue into the future. Sometimes that includes the possibility of working remotely from a foreign country. Universities are seeing many benefits from allowing employees to “work from anywhere,” including employee flexibility, productivity, and the possibility of using WFA as a tool to attract and retain talent. It may also open up the possibility of hiring from a potentially broader talent pool outside of Canada without having to relocate the employee. However, it’s also important to manage the potential risks, such as foreign payroll obligations, corporate tax obligations, and legal issues. Laura Tippett, CPA, CA, CPA (Illinois), Director, Global Mobility Services, KPMG, and Barry Travers, FCPA, FCA, Partner, National Leader, Public Sector Tax, KPMG LLP, will explain the key issues an institution will need to address as a result of remote work arrangements.

Presenters:

Jennifer Boychuk,CPA, CGA
Partner, National Indirect Tax
KPMG

Jennifer has over 20 years of Indirect Tax experience and has been working with KPMG since 2006. Jennifer specializes in the Public Sector environment, as lead partner of the National Public Sector Indirect Tax team. Jennifer has significant experience in managing large audit projects and understands thoroughly the CRA audit process.  Jennifer’s vast experience in the Higher Education environment and knowledge of the indirect tax issues impacting 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 is a key tax resource and trusted advisor for many universities, colleges and technical institutes across Canada.

Rob Medves, J.D., LL. M.
Partner, US Tax
KPMG

Rob is a U.S.-trained tax attorney, admitted to practice in both New York and Massachusetts, with over twenty years of U.S. tax experience covering a wide range of areas. He is a preeminent U.S. tax practitioner in Canada specializing in U.S. tax issues affecting Private Equity, M&A, and U.S. real estate funds including its investors (both taxables and tax exempts (universities, pensions, 892 entities)). He primarily serves Canadian-based multi-national corporations, sovereign wealth funds, non-US investors, and private equity funds, assisting with investment tax advisory, the development of tax-effective strategies focused on debt financing and workouts, treaty optimization, private equity and real estate fund structuring/design, and the development of merger/acquisition and repatriation strategies.

Laura Tippett, CPA, CA, CPA (Illinois)
Director, Global Mobility Services
KPMG

Laura is a Director in KPMG’s Regions East Global Mobility Services (GMS) practice. She has almost 15 years’ experience in Canadian and US personal tax and expatriate taxation. Laura is based out of KPMG’s Ottawa office but has primary responsibility for clients all over Eastern and Western Canada. Laura assists companies and their employees who are travelling cross-border. She works with employees who are on foreign assignment, travelling internationally on business, working remotely cross-border or relocating abroad. She advises on the management of international assignment programs; considers the tax and payroll aspects of international assignments; works with corporate tax colleagues to address the international corporate tax implications of those assignments; and works with immigration professionals to consider both the tax and immigration implications of cross-border travel.

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

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.

*Please note that this webinar is available in English only

Date: March 31, 2021
Duration: 90 minutes

Click here to get access to the webinar

This session will address the operational and legal risks that need to be thoroughly understood and acknowledged before a contract with a cloud provider is signed. What needs to be in place to achieve desired outcomes? What about when things don’t work as planned?

Universities are accountable to more stakeholders than most organizations. In this context, how do you ensure that you have diligently managed the risks? Some considerations include:

• Can you get your data back and under what conditions?
• How do you transition to another provider if things don’t pan out?
• What happens if your provider goes bankrupt or is acquired and plans to move data offshore? Ultimately, can you defend your contract before deans, vice-presidents, the president, faculty association, or auditor-general?

Illustrated with practical, real-life examples, this session will cover the major issues related to negotiating cloud services agreements and offer advice on how to manage the operational, legal and political risks posed by such agreements once they are signed.

Joining us to offer his expertise is David Fraser, privacy lawyer from McInnis Cooper.

Presenter:

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.

*Please note that this webinar is available in English only

Date: March 24, 2021
Duration: 90 minutes

Click here to get access to the webinar

COVID-19 has brought fresh challenges to all organizations around the world. The future of work embodies changes to the workplace, work, and workforce, which require additional attention to understanding and managing the psychological risk factors in the workplace and how to safeguard employee mental health. The new reality is that employers need to re-look at how they are supporting their employees and helping them to cope with the rapidly changing environment and ongoing uncertainties.

In this 90-minute session, Karen Jackson, Senior Advisor, Healthy Workplace Strategies, at Excellence Canada will discuss how the application of a strategic framework can provide a roadmap for success through a focus on organizational policies, practices, and programs to achieve measurable results and create a healthier and more productive workplace. Participants will learn how to create an environment for people to thrive.

Presenter:

Karen Jackson, RD, MA, CEP
Senior Advisor, Excellence Canada

Karen Jackson is a seasoned professional with over 25 years of experience in the health care and not-for-profit sector, as both a healthcare professional and leader. Karen’s background includes serving in progressive leadership roles in corporate services management and providing strategic direction to organizational health and wellness.

Understanding the impacts that all aspects of an organization have on its ability to be successful is Karen’s expertise. Her passion is creating cultures of excellence through a strategic focus on exemplary healthy workplace practices, including mental health.

Karen is a lead Verifier for organizational assessments and an active member on the Greater Toronto and Hamilton Civic Action Champions Council for Mental Health in the workplace.

*Please note that this webinar is available in English only

Date: March 10, 2021
Duration: 90 minutes

Click here to get access to the webinar

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.

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.

*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.

*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.

*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 30^th 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).

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.

*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.”

*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.

*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.

*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.

*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.

*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.

*Please note that this webinar is available in English only

Date: August 11^th, 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.

*Please note that this webinar is available in English only

Date: July 9^th, 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
KPMG 

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.

*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.

*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).

*Please note that this webinar is available in English only

Date: June 18^th, 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.

*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.

*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.

*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.

*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.

*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.

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).

Date: March 29, 2019
Duration: 60 minutes

Click here to get access to the webinar

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.

Date: February 14, 2019
Duration: 90 minutes

Click here to get access to the webinar

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.”

Date: December 5th, 2018
Duration: 60 minutes

Click here to get access to the webinar

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.

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.