Conferences

CPA Ontario's Not-For-Profit Conference

Nov 16, 2022

Online

DATE

NOV 16

2022

TIME

8:00 AM - 4:00 PM

WHO CAN ATTEND

All

PD HOURS

7 Hours

ETHICS HOURS

0 Hours

STATUS

Registration closed on

Nov 15, 2022

EVENT DESCRIPTION

DatesPricing
Until October 18$249.00
October 19 – November 15$289.00

The future of work is ever-evolving. As a Not-For-Profit leader, you’re tasked with balancing urgent needs with limited resources. The unique challenges NFPOs face can make planning for the future difficult. Join us for this one-day virtual conference to keep yourself up to date with the latest trends in the NFP sector and learn how to apply modern thinking to future practices.

What You Will Learn:

  • Emerging trends for NFPOs to watch for and set your organization up for success
  • How to smoothly transition to the new Ontario Not-For-Profit Corporations Act (ONCA) rules
  • How innovation culture can drive better performance, ideas and culture
  • How embracing digital transformation can offer exciting opportunities for NFPOs
  • Changes to legislation, tax updates and compliance requirements
  • How to retain talent and recruit for your organization
  • Cybersecurity for NFPOs: Best practices and how to prepare

AGENDA AND FEATURED PRESENTERS

Sessions and speakers subject to change.

Description: “If you know better, do better” We have all heard this saying. In this panel, we will discuss what it means for the not-for-profit sector and how we demonstrate this in our actions. Internal systems that maintain the status quo can and need to be radically transformed to create a system that works for everyone. Join us as we discuss what it means to fund not-for-profits like we want them to win.

This panel will address innovation from diverse perspectives and key focus areas including: technology, fundraising, collaboration, team culture, community engagement, and more.

AGENDA
TIMEEVENT
8:00 a.m. – 8:30 a.m.AM Networking
8:30 a.m. – 8:45 a.m.Opening Remarks

Host: Michael ‘Piecez’ Prosserman, Author, Instructor, Coach

CPA Ontario: Craig Smith, Executive Vice-President, Member & Student Services

8:45 a.m. – 9:30 a.m.Opening Keynote

Speaker: Paul Nazareth, MFA-P, VP of Education & Development, Canadian Association of Gift Planners

Topic: NFP Outlook and Trends

Description: TBA

9:30 a.m. – 10:30 a.m.Main Session

Speaker: Jessica DiRito, CPA, CA, Partner at McGovern Hurley LLP

Topic: ASNFPO Update

Description: This session will provide an overview on recently issued standards and recent revisions to the CPA Canada Handbook – Part III, Accounting Standards for Not-for-Profit Organization, and to Part II, Accounting Standards for Private Enterprises where they are applicable to NFPOs. In addition, this session will provide a brief discussion of major standard-setting projects impacting NFPOs.

10:30 a.m. – 10:40 a.m.Coffee Break & Networking
10:40 a.m. – 11:30 a.m.Panel Discussion

Moderator: Michael ‘Piecez’ Prosserman, Author, Instructor, Coach

Panelists:

Olivia Chow, Founder and Executive Director, Institute for Change Leaders

Sara Hoshooley, Fundraising Consultant and Coach at Charity Shift

Moez Bawania, CPA, CA, Co-Founder of AMLB

Topic: The Call for Innovation for Not-for-Profits

Description: It’s tough being a Not-For-Profit leader in today’s ever-changing environment! Leaders are often stretched with limited resources and increasing expectations from a growing number of stakeholders. Learn how sector leaders are building innovation directly into organizational culture and developing adaptive capabilities for the future.

This panel will address innovation from diverse perspectives and key focus areas including: technology, fundraising, collaboration, team culture, community engagement, and more.

11:30 a.m. – 12:15 p.m.Main Session

Speaker: Ninette Bishay, CPA CA; Partner, Charities & Not-for-profit organizations, Adams & Miles LLP

Speaker: Leanne Mongiat, CPA CA; Partner Adams & Miles LLP

Topic: Preparing for Your Upcoming Audit Under the Revised CAS 315

Description: CAS 315, Identifying and Assessing the Risks of Material Misstatement, has been significantly revised to require your auditor to perform a more robust risk identification and assessment resulting in a more focused audit response. This audit standard revision is effective for audits of financial statements for periods beginning on or after December 15, 2021, which, for most organizations, means that it will be applied to your upcoming audit. This session will help you – management and those charged with governance – understand how this standard revision will impact your audit, tips on how to prepare for it, and most beneficially, how to seize this revision as an opportunity to enhance your organization’s system of internal control.

12:15 p.m. – 1:00 p.m.Lunch

1:00 p.m. – 1:50 p.m.Panel Discussion

Moderator: Trisha McOrmond, McOrmond Coaching and Board Secretary, iHuman Youth Society

Panelists:

Rosie Yeung, CPA, CA; President & JEDI Warrior at Changing Lenses

Janine Manning, Manager, Annual Giving & Donor Relations; Anishnawbe Health Foundation; Chair, Laidlaw Foundation

Rebecca Darwent, Philanthropic Advisor; Rebecca Darwent Inc.

Topic: Decolonizing Philanthropy

1:50 p.m. – 2:35 p.m.Main Session

Speaker: Alison Grenier, Head of Culture and Research at Great Place to Work Canada

Speaker: Harvey Foote, BA (Hons), MIR, CHRE, Senior Vice President, People

Topic: Creating a Great Workplace Culture in Healthcare: A Case Study

Description: Building a great workplace culture need not be expensive. It actually has little to do with the perks and programs that you offer and everything to do with the relationships that leaders are cultivating within the organization, and the connections that people have to the work they're doing and to those around them.

No industry has faced greater challenges from the pandemic than health care. Yet, even in this tough industry in these difficult times, it is possible to create an environment where employees trust the people they work for, have pride in what they do and enjoy the people they work with. Join Alison Grenier, Head of Culture and Research at Great Place to Work, and Harvey Foote, SVP, People at SE Health as they explore how SE Health is building a great workplace culture, one employee at a time.

1:50 p.m. – 2:35 p.m.Breakout Session

NOTE: This session will be recorded.

Speaker: Leslie Tamagi, Owner and Principal Leslie Tamagi Leadership Solutions Inc.

Topic: Building Resilience Through Risk Management

Description: The landscape that nonprofit organizations operate within is changing dramatically and rapidly. As leaders, we need to identify, prepare for, manage, and leverage the risks that we are facing that are interfering with our ability to fulfill our mission. It is critical that you engage staff and Board in meaningful discussions around risk; both the threats facing your organization and the exciting opportunities that require bold but risk-informed decision-making.

This session will provide a high-level overview of risk management, moving beyond traditional risk management approaches to explore the new thinking and best practices that are emerging in this field. Accessible tips and tools will be shared to support you on your risk management journey that help embed risk management throughout your organization and creating a risk aware organizational culture. The role of the Board and key risks facing nonprofits in 2022 and beyond will be highlighted.

2:35 p.m. – 2:45 p.m.Coffee Break & Networking

2:45 p.m. – 3:45 p.m.Closing Keynote

Speaker: Tareq Hadhad, Founder and CEO of Peace by Chocolate

Topic: One Peace Won't Hurt: Building a Cause Through Entrepreneurship and Community

Description: audience will first learn the Hadhad family story. From owning a successful middle eastern chocolate factory in Syria to losing everything to war and conflict, Tareq shares the back story of his fathers love of chocolate and all that was lost when the family fled to Lebanon.

When the family lands in Canada they have only themselves to build on. With the support of their community (Antigonish, Nova Scotia), Isam and his son Tareq began making chocolate in their tiny kitchen. An entrepreneurial spirit brought them to their local farmers market and customers were soon flocking to their small table to purchase their delicious treats.

Tareq will delve into the challenges that come with rapid growth, in expanding to new markets and gaining national distribution while staying true to the peace based cause that started it all.

3:45 p.m. – 3:55 p.m.Closing Conference Remarks

PRICING

$289.00 Personal Passport

$289.00 Organization Passport

$299.00 Member

$299.00 Student

$299.00 Public

Status: Registration closed on Nov 15, 2022

LOCATION

Online

SPEAKER(S) BIO

Portrait of Michael 'Piecez' Prosserman

Michael 'Piecez' Prosserman, Bestselling Author, University Instructor, Certified Coach

Portrait of Paul Nazareth

Paul Nazareth, VP of Education & Development, Canadian Association of Gift Planners

Portrait of Jessica DiRito

Jessica DiRito, CPA, CA, Partner at McGovern Hurley LLP

Portrait of Olivia Chow

Olivia Chow, Founder and Executive Director, Institute for Change Leaders

Portrait of Sara Hoshooley

Sara Hoshooley, Fundraising Consultant and Coach at Charity Shift

Portrait of Moez Bawania

Moez Bawania, CPA, CA, Co-Founder AMLB

Portrait of Ninete Bishay

Ninette Bishay, CPA CA; Partner, Charities & Not-for-profit organizations, Adams & Miles LLP

Portrait of Leanne Mongiat

Leanne Mongiat, CPA CA; Partner Adams & Miles LLP

Portrait of Trisha McOrmond

Trisha McOrmond , McOrmond Coaching and Board Secretary, iHuman Youth Society

Portrait of Rosie Yeung

Rosie Yeung, CPA, CA; President & JEDI Warrior of Changing Lenses

Portrait of Janine Manning

Janine Manning, Manager Annual Giving & Donor Relations (Fundraiser) Anishnawbe Health Foundation

Portrait of Rebecca Darwent

Rebecca Darwent, Founder; Philanthropic Advisor Rebecca Darwent Inc. & Co-Founder, Board Member Foundation for Black Communities

Portrait of Alison Grenier

Alison Grenier, Head of Culture and Research Great Place to Work® Canada

Portrait of Leslie Tamagi

Leslie Tamagi, Owner and Principal Leslie Tamagi Leadership Solutions Inc.

Portrait of Harvey Foote

Harvey Foote, BA (Hons), MIR, CHRE, Senior Vice President, People

Portrait of Tareq Hadhad

Tareq Hadhad, Founder and CEO of Peace by Chocolate

SPECIAL INSTRUCTIONS

This CPA Ontario PD event is live webinar hosted on the innovative Hopin platform. A link to join the event on the Hopin platform will be sent closer to the date. We recommend you join five minutes prior to the scheduled start time.

For a better conference experience, watch this short video prior to the event.