EVENT DESCRIPTION

CPA Ontario's Not-For-Profit Summit Image

Join us alongside hundreds of accounting and finance professionals in the not-for-profit and public sectors – for a one-day event designed to help you stay up to date on the latest trends, requirements, and insights impacting accounting and finance professionals in the industry. With the help of panel debates, keynote presentations and ted-style talk presentations from top industry experts and thought leaders - discuss your burning questions with like-minded peers at CPA Ontario’s Not-For-Profit Summit this October. Stay tuned for full agenda and speaker announcement in mid June. Please note that PD Passport cannot be used towards purchasing tickets for this conference.


7:30 a.m. – 8:30 a.m.

Registration and Networking Breakfast

8:30 a.m. – 8:40 a.m.

Conference Welcome Remarks

8:40 a.m. – 9:40 a.m.

Opening Keynote Session

Technology Trends and How They are Reshaping Nonprofit Organizations

Anne Connelly, Singularity University Faculty; Expert, Cryptocurrency & Blockchain

9:40 a.m. – 10:40 a.m.

Communicating with Impact: Winning Presentation Skills for NFP and Public Sector Leaders

Nick Kindler, Co-Founder & Executive Speaker Coach, Talk Boutique

10:40 a.m. – 11:10 a.m.

Networking Coffee Break

11:10 a.m. – 12:00 p.m.

Breakout Sessions

Innovation Stream

Curated List of Tech Solutions and Applications for Finance Leaders

Laura Gay, CPA, CA, Partner and Not-for-Profit Specialist, Stern Cohen Accountants


Finance Leadership Stream

Essential Updates in the NFP Sector that You Need to Know About

Cathy Taylor, Executive Director, Ontario Nonprofit Network


Personal Leadership Stream

Practical Guide to Managing Change in the Not-For-Profit Sector

Arti Freeman, Lead, Innovation and Impact, Ontario Trillium Foundation

12:00 p.m. – 1:00 p.m.

Networking Lunch

1:00 p.m. – 1:50 p.m.

Breakout Sessions

Innovation Stream

Latest Trends in Revenue Generation and Financing Landscape

Paul C. Nazareth, VP, Education & Development, Canadian Association of Gift Planners (CAGP)


Finance Leadership Stream

Best Practices in Building a Working Capital Improvement Program That Sticks

Robert Bull, VP Finance, Technology & Innovation, Chief Financial Officer & Chief Information Officer, Southlake Regional Health Centre


Personal Leadership Stream

Best Practices in Crisis Communications for Non-Profit and Public Sector Professionals

Warren Weeks, Media Training Coach, Conference speaker, Podcast Host & Entrepreneur

1:50 p.m. – 2:00 p.m.

Short Break/Switch Rooms

2:00 p.m. – 2:50 p.m.

Breakout Sessions

Innovation Stream

Why Employees Drive the Digital Transformation Journey

Kelly Hagen, Partner, National NFP Lead, BDO Canada LLP

Kyle Hulme, CPA, CA, Vice President, Strategy & Operations & National Digital Strategy Lead, BDO Canada LLP


Finance Leadership Streams

15 Ways to a Painless Audit

Ninette Bishay, Partner, Charities & Not-for-Profit Organizations, Hogg, Shain & Scheck


Personal Leadership Stream

Best Practices in Communicating and Reporting to the Board

Stephen McCourt, Partner/National NPO leader, RSM Canada’ Chair of Finance Committee, Cystic Fibrosis Canada ICD. NPO program

2:50 p.m. – 3:10 p.m.

Networking Coffee/Refreshment Break

3:10 p.m. – 4:00 p.m.

Breakout Sessions

Innovation Stream

Session details to be announced


Finance Leadership Stream

Hot Topics in NFP Accounting

Erica Teklits, FCPA, FCA, Partner, BDO Canada LLP

Melanie Borho-Persechini, CPA, CA, Partner, BDO Canada LLP

Jan Pedder, Associate Partner, Tax Services, Indirect Tax, Ernst & Young LLP

  • HST tips and traps for the NFP sector
  • Moving to deferral from restricted and restricted to deferral accounting – why, how, pitfalls and benefits


Personal Leadership Stream

Panel: Becoming Nonprofit Employer of Choice to Recruit and Retain Best Talent

4:00 p.m. – 4:30 p.m.

Afternoon Keynote Session

Becoming a Strategic Business Leader: How to Build Trust with Your CEO and the Board

Pamela Steer, FCPA, FCA, CFA, Chief Financial Officer, Payments Canada; 2019 Canada’s CFO of the Year

4:30 p.m. – 5:20 p.m.

Closing Keynote Session

How to Build Purpose-Driven High-Performing Teams

Dr. Ivan Joseph, Incoming Vice Provost, Student Affairs, Dalhousie University; Award-Winning Performance Coach; Leadership and Cultural Transformation Expert

5:20 p.m. – 6:30 p.m.

Cocktail Reception + Meet & Greet with Speakers