Not-for-Profit Conference Banner Image

The role of a Not-for-Profit leader is varied and evolving. As a leader in this industry you are often an extension of the non-profit organization and dealing with the same struggles when it comes to budgets, diminishing resource and increasing demands. This pressure is compounded by the need to stay relevant on emerging technology trends. CPA Ontario's Not-For-Profit Conference is a one-day event offering financial leaders the latest information and tools to help tackle these complexities faced by the NFP sector.

Learn how to navigate the challenges, such as maintaining staff satisfaction, dealing with changing regulations and standards, emerging technology trends and the keys to successfully leveraging data.

Spend the day learning, networking with peers, and leave with the tools and vision to successfully tackle the complexities of the Not-for-Profit sector.

Thank You to All Our Generous Sponsors

Supporting Exhibitors

Tuesday, September 11, 2018
(Sessions may be subject to change)

7:30 a.m. – 8:30 a.m.

Breakfast and Registration

8:30 a.m. – 9:25 a.m.

Opening Keynote:

Leadership in Challenging Times
Lieutenant-General, the Honourable Roméo Dallaire (Ret'd)

9:30 a.m. – 10:25 a.m.

Breakout Sessions: (Select One)

Data from a Not-for-Profit Lens
Joy Robson
Co-Founder & Producer, Data For Good

Victor Anjos
Co-Founder & Lead Technologist, Data For Good

Preventing and Addressing Harassment in the Workplace
Pamela Jeffery
National Lead, Inclusion and Diversity Strategy Group, KPMG LLP

NFP and Taxes: HST Updates and Legal Issues in Tax Receipting
Jan Pedder CPA, CMA
Associate Partner, EY

Terrance Carter
Managing Partner, Carters Professional Corporation

Reimagining Organizational Governance
Linda Mollenhauer
Chair, Ignite NPS

Lisa Lalande
Executive Lead, The Mowat Centre

Ruth Armstrong
President, VISION Management Services

10:25 a.m. – 11:00 a.m.

Refreshment Break

11:00 a.m. – 11:55 a.m.

Breakout Sessions: (Select One)

Converting to Electronic Payables and Receivables
Betty Ferreira CPA, CMA
Strategist, ReStructure Consulting

Heather Simpson
Former Director, Community Accounts, Alterna Savings

Jennifer Toh
Philanthropy Services Advisor, Grantbook

Marilyn Benninger CPA, CGA
Director, Telpay

Diversity In Action!
Amorell Saunders N'Daw
Senior Manager, Inclusion & Diversity Strategy Group, KPMG LLP

AcSB Update:
Accounting Standards for Not-for-Profit Organizations

Paul Hargreaves, CPA, CMA
Chair, Not-for-Profit Advisory Committee, Accounting Standards Board

The Decent Work Project
Cathy Taylor
Executive Director, Ontario Nonprofit Network

11:55 a.m. – 1:05 p.m.


1:05 p.m. – 2:00 p.m.

Plenary Session:

Economic Value Add Analysis:
Assessing the Socioeconomic Impact of Not-for-Profit Programs

Alex Kotsopoulos
Vice President, Projects and Economics Practice, RSM Canada

2:05 p.m. – 3:00 p.m.

Breakout Sessions: (Select One)

Using Dashboards for Business Intelligence - A Case Study
Deborah Bruce CPA, CGA
Vice-President, Financial Planning & Analysis Finance, Canadian Red Cross

Teilo Moore
Senior Manager, Strategy & Analytics, Philanthropy, Canadian Red Cross

Averting Burnout for You and Your Team
Marisa Murray
Author, Executive Coach and Speaker

Compliance with Bill 148
Kate Dearden
Lawyer, Borden Ladner Gervais LLP

The Three Lines of Defence in the NFP Environment:
Driving Value Through Sustainable Controls

Jim Barbour CPA (TN)
Senior Manager, Enterprise Risk Services, MNP

Sohail Choksy CPA, CA
Manager, Enterprise Risk Services, MNP

3:00 p.m. – 3:35 p.m.

Refreshment Break

3:35 p.m. – 4:30 p.m.

Closing Keynote:

What's Your And?
Don't Let Professionalism Suffocate your Personality

John Garrett
The Recovering CPA

4:30 p.m. – 5:30 p.m.

Cocktail Reception