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CPA Canada’s Not-for-Profit Financial Executive Forum 2016

CPA Canada’s Not-for-Profit Financial Executive Forum 2016 - This product is available in the following media types: Conference(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

March 1-2, 2016
Metro Toronto Convention Centre, Toronto, ON
Two-day Conference including general and concurrent sessions

In today's not-for-profit environment, financial executives are regarded as mission critical. Success comes from being a strategic leader whose team adds value. This requires possessing a combination of technical expertise and well-honed personal and leadership skills. Attend this unique conference to get up-to-date technically and to gain practical insights into organizational and leadership development through a comprehensive blend of sessions that will address the tough challenges facing today's not-for-profit financial executive. The conference also provides a tremendous networking opportunity to share experiences with colleagues, peers and leading industry experts from across the industry.

Attend this event as a VIRTUAL CONFERENCE

Live from your desktop, laptop or tablet. Listen to and see the speakers, follow their presentation, and ask questions of the speakers! See details below under “Virtual Conference”.

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Conference Registration 
Conference Registration - Virtual 
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Who Should Attend

Not-for-profit chief financial officers, board members, and other senior financial executives.

Topics Include

General and concurrent sessions covering topics including:
  • update from the Accounting Standards Board
  • strategy and leadership
  • performance measurement
  • IT, HR and tax updates
  • risk management
  • investment management
… and many more



Day 1


7:30 - 8:30
8:30 - 9:30
Welcome - Opening Keynote Address: The Opportunities of a Borderless World
Dr. Richard Heinzl, Founder of the First North American Chapter of Doctors Without Borders


Dr. Heinzl shares stories of ordinary people doing extraordinary things in the midst of war and other challenges. He'll tell the story of how he and colleagues used a non-conventional approach to bring the NFP Doctors Without Borders to Canada and create a new movement. He will share insights into the exponential change in our borderless world and point to technology as a driver of innovation and hope.

About Dr. Richard Heinzl

Richard Heinzl is the founder of the first North American chapter of Doctors Without Borders, the Nobel Peace Prize-winning organization that has inspired a movement among medical professionals to help the world's most vulnerable populations. Modest and deeply passionate, he shares stories of ordinary people doing extraordinary things in the midst of war and other challenges.

In 1988, just out of medical school, Richard Heinzl founded the first North American chapter of Doctors Without Borders, the Nobel Prize-winning humanitarian organization. Shortly thereafter he became its first field volunteer, spending an extraordinary year in remote Cambodia. (These experiences are movingly captured in his new memoir, Cambodia Calling.) Hundreds of volunteers have since followed in his footsteps, bringing their healing skills to help many of the world's most vulnerable people.

For his work, Heinzl has been named one Report on Business' Top 40 Under 40. He is also a renowned speaker, sharing his stories of ordinary people doing extraordinary things in the midst of war and other challenges.

9:35 - 10:30 Concurrent Sessions - Choose One
Becoming Loan Ready - A Not-for-Profit Guide to Loan Readiness
Speaker: Richard Bright, Director of Lending Services, Community Forward Fund


With their varied business models, unique operating environments, and current funding realities, not-for-profits need to find a financing partner that can appreciate their particular financial situation and provide solutions to meet their needs. Regardless of the form of financial assistance being sought, understanding what financing partners look for is critical to any successful funding campaign. With a focus on loans as a funding source, the session will explore the significant components of becoming loan ready to help not-for-profits assess their current financial picture, tell their story and support future decision making.

About Richard Bright

Richard's financial services career spans over 45 years with experience in retail, corporate and investment banking, human resource development, credit union general management, discount and full service brokerages. He has worked across North America for firms in Los Angeles, New York, Toronto, Ottawa and many points in between. He is the former CEO of the Defence Community Financial Services Credit Union, prior to which he was a senior international corporate banker and relationship manager with the Royal Bank. Prior to retiring from the Ombudsman for Banking Services and Investments, he was responsible for adjudicating investment complaints brought against Canadian investment firms and mutual fund dealers.

Richard has been an active volunteer over his lifetime in a number of charitable programs and organizations most recently as Co-Chair of the Ottawa Chapter of the Motorcycle Ride For Dad, a national organization focused on prostate cancer research and education. Currently, he is Treasurer of Cahdco, an Ottawa based not-for-profit affordable housing development company.

Richard is a Fellow of the Institute of Canadian Bankers, a Professional Financial Planner and holds a Bachelor of Commerce degree from the University of Calgary.

Social Enterprise: Rethinking Your Organizational Structure
Panlists: Susan Manwaring, Partner, Miller Thomson LLP, and Lois Fine, Director of Finance and Information Technology, YWCA Toronto


In today's environment, organizations need to be more and more creative with respect to their operations and structure. This has led to a growing trend of organizations looking for alternative structures to meet their objectives and goals - including the creation of revenue-generating for-profit social structures. Some provinces have gone so far to create legislation relating to these structures. This session will provide participants with insight into these structures, why an organization might consider them, and some of the pros and cons of creating such a structure.

About Susan Manwaring

Susan provides both specialized tax and general counsel advice to charities and not-for-profit organizations across Canada and internationally. She advises on establishing charities and non-profit organizations and works with them to address their operational and governance concerns. Susan works with her clients to assist them move into the new world of social enterprise and social finance. She is involved with policy discussions in these areas working to increase the flexibility of the regulatory regimes. In her role, Susan is called on to respond to day-to-day questions of charities, non-profit organizations and social enterprises. She is also regularly called upon to advise on compliance and taxation matters under the Income Tax Act (Canada), as well as other relevant provincial tax regulations. Susan is the National Chair of Miller Thomson's Charities and Not-for-Profit Group.

About Lois Fine

Lois Fine, CPA, CGA has over 30 years of accounting experience in the non profit and charitable sector. She is currently the Director of Finance and Information Technology at YWCA Toronto, overseeing a budget of $30 million. Recently, YWCA Toronto built Elm Centre, an $80 million housing project, for which Lois oversaw the financing, including developing a social housing bond.

Lois is a proud member of the Accounting Standards Oversight Council and is the Treasurer of the Board of Playwrights Guild Canada as well as the Queen West Central Toronto Community Health Centre. She has taught at Schulich School of Business in the Emerging Leaders and ONCo-op Programs, as well as at United Way, Maytree Foundation, and the Ontario Non-Profit Housing Association, seeking to equip leaders in the non-profit sector with the tools required for leadership.

Lois is also a produced and published playwright, with her first book hitting newsstands on March 7.

10:30 - 10:45
10:45 - 11:30 Concurrent Sessions - Choose One
Investments - Obtaining Relatively Stable Investment Returns During Periods of Volatility
Speakers: Zev Frishman, Chief Investment Officer, Morneau Sheppell Asset & Risk Management Ltd. and Andrew Spence, Vice President, Portfolio Manager, Scotia Institutional Asset Management


Whether it be for your pension plan, endowments, or investing your excess operating cash, organizations need to obtain stable investment returns to meet certain goals. After a quick economic update and forecast, learn tips on how to achieve these returns within the current context, whether you are a small organization or a large institution and suggestions on what to focus on and what pitfalls to avoid.

About Zev Frishman

Zev has recently joined Morneau Shepell Asset & Risk Management Ltd as Chief Investment Officer. For the prior 4 years, Zev was EVP & CIO with Open Access Ltd. During his tenure at OAL he was responsible for managing institutional portfolios as well as capital accumulation plans and was instrumental in significantly increasing their asset base.

With over 35 years of experience in investment management, more than half of which in senior positions with the Ontario Teachers' Pension Plan, Zev is well versed in all aspects of fund management, e.g. development of policies, strategic and tactical asset allocation, risk management, portfolio construction and selection of external managers. He is also a frequent conference speaker on investment management topics.

In 2010 Zev received both the Benefits Canada award for outstanding achievement and recognition as one of Canada's "Top 25 Most Influential Plan Sponsors."

Zev is a member of the advisory boards of the Brandes Institute and the Canadian Investment Review. He also served for 5 years as a board member and treasurer of a not-for-profit organization.

About Andrew Spence

At Scotia Andrew is responsible for the development and management of Scotia Institutional Asset Management's Liquid Alternative funds and investor solutions.

Andrew has diverse buy-side experience at two of Canada's largest defined benefit pension plans. At OMERS Capital Markets, Andrew advised on the strategic design template for a new alpha program, and had tactical responsibility for the development and management of a Global Macro Portfolio as well as management of the Quantitative Investments program.

At the Ontario Teachers' Pension Plan, Andrew was responsible for asset-liability research and strategic asset allocation determination. He also managed the total fund overlay that controlled balance sheet risk. Andrew oversaw the active risk generated by deviations from asset allocation benchmarks, as well as off benchmark interest rate duration and the aggregate foreign exchange exposure.

Andrew has extensive sell-side experience as an economist, strategist, and research director. He was Global Head of Rates and FX Research at TD Securities, and Chief Economist for Canada at Deutsche Bank.

During 2002 and 2003 Andrew was seconded to the Bank of Canada as Special Adviser to the Governor, and was a member of the Monetary Policy Review Committee. He was also a member of the C.D. Howe Institute's Shadow Monetary Policy Council.

Andrew is Senior Fellow at the C.D. Howe Institute, and is ad hoc lecturer at the University of Toronto, at the Munk School of Global Affairs.

Andrew started his career at H.M. Treasury in London in macro-policy analysis. He holds an M.Phil in Economics from the University of Bath, England.

The Board's role in the oversight of Enterprise Risk Management
Speaker: Gigi Dawe, Principal, Corporate Oversight and Governance, CPA Canada


Stakeholders and the general public are demanding more transparency and accountability regarding the oversight of risk in organizations. Despite this, many NFP directors do not fully appreciate the extent of their risk oversight responsibility. Management should have a system that allows them to bring the organization's material risks to the board's attention and Directors need to have the experience, training and knowledge of the business to make a meaningful assessment of risks presented to them.

This session will review the boards role in the oversight of enterprise risk management and provide practical tools for directors to effectively fulfill that role and to obtain the information they need from management.

About Gigi Dawe

Gigi Dawe leads the Corporate Oversight and Governance department at the Chartered Professional Accountants of Canada (CPA Canada). As such, she oversees CPA Canada's development of influential, thought leading resources that improve board performance. Gigi built and grew the governance discipline at CPA Canada to facilitate enhanced board and executive response to market demands. As the public persona, she advanced CPA Canada's prominence as a highly respected voice in critical governance issues. Her history includes consulting in organizational and human resource development in a variety of industries.

Gigi is a member of the National Association of Corporate Directors, the Institute of Corporate Directors, and the International Corporate Governance Network. She is also on the International Corporate Governance Network's Committee for Corporate Risk Oversight and the International Federation of Accountant's Governance and Ethics Task Force. She currently sits on the advisory board of Women Get on Board and Simon Fraser University's Next Generation Governance Project. She is a past board member of Active Healthy Kids Canada and Family Daycare Services Toronto.

Gigi obtained a Master of Laws at Osgoode Hall Law School. She teaches Corporate Responsibility and Ethics in the Masters of Financial Accountability program at York University.

11:30 - 12:30 Concurrent Sessions - Choose One
Real Estate Strategy and Management - A Full Time Job!
Speakers: Matthew Johnson and Peter Davies, Vice Presidents, Colliers Not-for-Profit Advisory Group


There is considerable work leading into a facilities review. You want to minimize risk and maximize flexibility. You want to minimize your renovation/relocation costs and maximize the benefit. But you should also be considering:

  • How your office space decisions can enable the organization to achieve its strategy, improve employee engagement and improve the bottom line;
  • How your office space decisions impact values and culture; and
  • How you can continue to minimize costs once the agreement has been signed.
Organizations are being asked to do less with more, so learn what the current facility trends are in the charities and not-for-profit sector and how you facilities decisions can affect your success.


About Peter Davies

Peter's focus has been working with non-profit office tenants plus buyers and sellers of commercial real estate properties since early 2002. He has advised a wide array of charities and non-profit organizations such as the Council of Ontario Universities, VON, Health Nexus, Planned Parenthood, Regent Park Community Health Centre, Toronto Central LHIN, Black CAP, Canadian Women's Foundation, various school boards, and many others. Peter has also has led multi-city projects on behalf of many for profit organizations in his career including Honda Canada, Molson Coors, Volkswagen Canada, etc.

Peter's team managed tenant representation projects on over 520 office leasing transactions, totaling over 3 million square feet of office space, and have led the sale of over 90 purchase and disposition real estate transactions, totaling over $350 million in asset value.

About Matthew Johnson

Matt's focus has been working with a wide array of large and small charities and not-profit organizations since 2000. Matt has had the privilege to work with talented leaders at non-profit organizations in various sectors including the Laidlaw Foundation, Lawson Foundation, Ronald McDonald House, Ontario Lung Association, Plan Canada, Unifor, the Counselling Foundation of Canada, United Church of Canada, Ontario College of Family Physicians, various school boards and many others. Matt currently sits on the Board of Governors at Upper Canada College and is President of UCC's Alumni Association.

Matt's team managed tenant representation projects on over 520 office leasing transactions, totaling over 3 million square feet of office space, and have led the sale of over 90 purchase and disposition real estate transactions, totaling over $350 million in asset value.

From Overwhelmed to Flourishing - 8 Steps to Thrive
Speaker: Dr. Carlos Davidovich , Optimum Talent


In this interactive session led by Dr. Davidovich you will learn about the foundations of your multiple brains. You will discuss concrete experiences of being overwhelmed and the actions needed to flourish and thrive. Finally, you will learn about The Seven Steps to develop ways to manage the feeling of being overwhelmed.

About Dr. Carlos Davidovich

For over 15 years, Carlos has been coaching internationally to support the leadership development of individuals and management teams alike.

Originally from Argentina, had lived in Europe for 12 years and from 2013 is working and living in Toronto. With an expertise in NeuroManagement that involves NeuroMarketing, Neuroeconomics and NeuroLeadership, Carlos draws on his skills as a medical doctor plus twenty years of experience in Pharmaceutical business to deliver insights to both organizations and executives into how the brain works. Carlos holds a degree in Psychology from the University of Barcelona, a Medical degree in Argentina, a MBA in Switzerland and coaching credentials with the European Mentoring and Coaching Council. He is a professor in the MBA program at the University of New York in Prague, invited lecturer for their EMBA programs at Rotman School of Management in Toronto and member of the Harvard Institute of Coaching.

12:30 - 1:30
1:30 - 2:20
Change How You Think About Change: How Are You Making Things Happen as a Finance Leader?
Speaker: Barbara Palmegiani, Consultant


A key role as a modern finance leader includes implementing transformative change to keep moving your organization into the ever changing future. But one simple question that arises in leading change management is this: why does change resistance always emerge?

The trick then is to learn as much as we can from past failures, using these experiences as opportunities to change how we think about change in today's not-for-profit environment. This session will summarize lessons learned to keep you and your team motivated to embrace change, want to continue to actively contribute, and be the innovators that bring the game changing ideas to make things happen:

  • Learn tips for change behaviours that 'Pilot' a culture of transformation
  • Leaders can motivate employees beyond money: learn some long term motivators may be more effective than just financial incentives
  • Take away the ability to build trust across your organization and make trust a mechanism of a more effective leadership style


About Barbara Palmegiani

For 17 years, Barbara held progressive positions within the finance function for large multi-nationals, medium sized entrepreneurial organizations, and start-ups. Her last 7 years in industry were spent as a Vice-President of Finance and CFO. These executive positions provided senior leadership experience that has given her a deep understanding of leading the finance function, the breadth of knowledge to lead cross-functionally, along with insight of how to meet the needs of today's CEO's and BOD's.

In 2008, she shifted her full time focus to management consulting, leveraging her strategic and analytic strengths to drive broad business acumen, and to bring complex problems to resolution, in an advisory capacity. Her practice includes strategic planning and facilitation, organization measurement, leading change, financial analysis, forecasting, budgeting, re-engineering and mentoring to drive successful improved operational efficiencies, effectiveness and financial optimization.

Alongside her private sector path, Barbara has also maintained a part-time parallel academic path. These academic teaching experiences helped fuel her professional growth. Teaching experience includes: credit management and accounting courses at the BComm. and MBA levels at several Ontario universities, delivery of accreditation programs and various executive program formats for Certified Professional Accountants of Ontario(CPA), the design and facilitation of several professional development certificate programs for CPA Continuing Education workshops, such as the Master CFO, Master Controller and Master Finance Manager series.

2:20 - 3:15
Tips on Preparing for a CRA Audit
Speaker: Robert Delaney, Director of Compliance, Canada Revenue Agency


The administrative requirements to maintain a charitable organization in good standing are ever increasing. The Compliance and Audit Division of the CRA undertakes the accountability to educate charities on their responsibilities and follows up when there are problems. Please join us for a discussion by the Director of Compliance at the CRA, Robert Delaney. He will be sharing tips to assist charities in complying with the legislative requirements, most frequent issues observed and how to prepare for a CRA audit.

About Robert Delaney

Robert Delaney has been the Director of the Compliance Division in the Charities Directorate since December 2014.

He began his career with the Canada Revenue Agency in 1997 when he joined the Northern British Columbia and Yukon Tax Services Office as an Income Tax Auditor. In 2000, he transferred to headquarters from field operations and worked as an audit advisor within the Charities Directorate.

In 2001, Robert joined the Compliance Programs Branch (CPB), where he occupied progressively more senior positions focused on risk assessment, before acting as Director of the Compliance Research and Risk Assessment Division. In 2011, Robert joined CPB's Business Transformation and Corporate Management Directorate, eventually taking on the role of acting Director of the Corporate Strategy Division. Immediately before the appointment to his current position, Robert was the manager of the Medium Business Audit Program in CPB's Small and Medium Enterprises Directorate.

Robert holds a Bachelor of Business Administration from Acadia University.

Accounting Standards for Not-for-profit Organizations
Speaker: Karen Higgins, Vice Chair, Canadian Accounting Standards Board


Attend this session to understand the views of stakeholders relating to the Statement of Principles issued by the Accounting Standards Board (AcSB) and the Public Sector Accounting Board and to learn about the numerous activities underway as the Boards consider the feedback from stakeholders.

About Karen Higgins

Karen Higgins is the Vice-Chair of the Canadian Accounting Standards Board.

She is also the Managing Partner, National Office for Deloitte LLP Canada. In this role, she oversees the technical component for learning, compliance and marketplace materials relating to International Financial Reporting Standards (IFRSs), accounting standards for private enterprises, not-for-profit organizations and public sector accounting standards.

Karen is a member of Deloitte's IFRS leadership team and the national subject matter specialist for financial instruments, hedging and derivatives. She is the former Chair of the AcSB's IFRS Discussion Group and was previously a member of the AcSB's Emerging Issues Committee.

3:15 - 3:30
3:30 - 4:30 Session Changed:
Issues and Crisis Communication - Managing Risk through Effective Communication Strategies
Speakers: Anne Marie Quinn, Senior Vice President and Partner, and Andrew Addison, Associate Vice President - Reputation Management, FleishmanHillard Toronto


For the best laid plans to work, it is critical for good communication - before, during and after an issue arises. Even more critical is good communication during an unforeseen crisis. Hear professionals from FleishmanHillard provide helpful tips of what to do, and what not to do, in communicating during these very important times for a not-for-profit organization.

About Anne Marie Quinn

As a seasoned public affairs practitioner, Anne Marie Quinn brings extensive experience in issues management, communications, government relations and strategic advice. She joined FleishmanHillard 12 years ago and is responsible for the public affairs practice in Toronto, providing government relations and communications counsel to clients on a wide range of issues. Ms. Quinn brings experience in issues management and managing advocacy efforts for clients operating in sectors ranging from food and beverage to property development and wireless communications. She has worked with several clients on issues and crisis management, in areas such as labour negotiations, mergers and acquisitions and plant closures.

Before joining FleishmanHillard, Ms. Quinn was manager, government relations for the Canadian Institute of Chartered Accountants, where she developed strategies on major issues facing the CA profession at the federal level, prepared extensive submissions on key advocacy issues and managed the Institute's grassroots lobbying program.

About Andrew Addison

For the better part of a decade Andrew Addison has provided honest, level-headed advice to senior executives in the face of unexpected challenges and unprecedented media scrutiny. To best protect an organization's reputation during a crisis, he coaches leaders to speak with a strong voice and to take an open approach to communications. Mr. Addison has helped some of Canada's largest organizations prepare for and respond to everything from corporate restructurings and regulatory violations to industrial accidents and criminal investigations.

Mr. Addison joined FleishmanHillard's Toronto office in the fall of 2011, and currently works with a range of financial, corporate and public sector clients. He previously helped shape public perception of the country's banking industry through the global financial crisis, as manager of media relations at the Canadian Bankers Association. Mr. Addison has also worked as a member of Scotiabank's global public affairs team, and wrote for F.Y.I. South, southern Taiwan's leading English-language magazine.

4:30 - 5:30

Day 2


7:15 - 8:30
7:30 - 8:30
Early Bird Session: CIO Outsourcing: Is this the Right Approach for You?
Sponsored by Bullwealth


Speaker: Martin Sims, President and CEO, Bullwealth


There's no "one size fits all approach" when it comes to setting the course for your organization's investment program. Outsourcing the CIO role can potentially be the right decision in order to meet your foundation's objectives. Evaluate the latest on the risks and rewards involved in outsourcing the CIO role. Can this strategy be beneficial for your foundation or endowment?

About Martin Sims

Marty has over 20 years of experience in the financial services industry in North America. He has held a variety of senior executive roles with bank owned, independent and global wealth management firms in both Canada and the US. Marty has a track record of successfully growing businesses driven by a relentless focus on client service. Most notably he helped grow HSBC Securities Canada Inc. from $5B to $14.5B in assets under management as Executive Vice President and National Director. Marty started his career as a financial advisor and as a result is someone who understands the business from the ground up. He has served on numerous regulatory committees and has long been a strong advocate for investor rights and industry fair play. Marty graduated from Dartmouth College in Hanover, New Hampshire with a BA in Economics where he played 4 years of NCAA Division 1 hockey. He currently serves on the Board of Directors of PetSmart Charities Canada Inc.

8:30 - 9:30
Collaboration Structures - The Theory and Practice Behind Different Successful Models
Moderator: Cathy Taylor, Executive Director, Ontario Nonprofit Network


Panelists: Walker Young, Senior Project Manager, Shared Services Project, City of Toronto and Mark Blumberg, Partner, Blumberg Segal LLP


In this panel discussion, we will learn some examples of different types of collaborations structures that charities and not for profits enter into in order to maximize their scarce resources and to take advantage of effective business processes.

About Cathy Taylor

Cathy has been a member of the ONN team since June 2012. Throughout her 20 years working in the nonprofit sector, including as the founding Executive Director of the Volunteer Centre of Guelph/Wellington, she has been passionate about collaboration and leadership in the sector. Cathy works with sector colleagues from across Ontario and Canada, as well as private sector and government officials, to create an enabling policy environment for nonprofit organizations. Cathy's roots are in the environmental movement and she has been active in municipal politics. She holds a degree in political studies and history from Queen's University, and attended the Maytree-York University Executive Directors Leadership program. Outside of work, she enjoys time with her family and her garden in Eden Mills, Ontario.

About Walker Young

Walker Young is the Senior Project Manager, Shared Services at the City of Toronto where he leads the implementation of a shared services organization between the City of Toronto and its eight largest agencies and corporations. Working in management and consulting roles for over 15 years, Walker has been involved in many broad transformational initiatives either as the internal lead or in a consulting role.

Prior to joining the City of Toronto, Walker worked for the Canadian Department of Foreign Affairs and International Trade, where he served both in Canada and internationally, and PricewaterhouseCoopers, where he worked in both the audit and consulting practices. Walker is an auditing professional and a trained diplomat.

About Mark Blumberg

Mark Blumberg is a partner at the law firm Blumberg Segal LLP (Blumbergs) in Toronto and works almost exclusively with Canadian non-profits and registered charities on compliance issues. Blumbergs has 9 lawyers, of which 5 lawyers focus on non-profit and charity law issues. Mark is the editor of and™ - two blogs dealing with Canadian charities and compliance issues. Mark is on the Executive of the Canadian Bar Association National Charities and Not-for-Profit Law Section and is also on the Executive of the Ontario Bar Association Charity and Non-profit law section. Mark is quoted extensively in the media relating to charities and non-profit governance and regulation.

People and Culture: How Building a Sustainable Organization Can Impact Your Brand
Speaker: Sandra Piccoli, Sandra Piccoli and Associates


Join Sandra Piccoli who will present an overview of key performance drivers and the impact people and culture have on your organization's brand and overall performance. Sandra will share strategies and key metrics to consider when building your organization culture and how these link to organization performance

About Sandra Piccoli

Sandra Piccoli is a business, human resources and organization effectiveness executive with extensive experience in public, private and not-for-profit sectors, including policing, school boards, hospitals, financial services, pharmaceutical chemical companies, manufacturing, mining and entrepreneurship.

Sandra holds a Master's Degree in Environmental Studies focused on Organization Environments, Learning and Change. Sandra holds certifications in Coaching, 360 Assessment, Alternative Dispute Resolution and the People Capability Maturity Model.

Sandra has enjoyed leading human resources, organization effectiveness and corporate communication functions for organizations such as Bayer Inc., Rockwell Automation, IAMGOLD Inc., and Futurpreneur Canada. Her consulting clients have included: SickKids Foundation, Fusion Homes, and AGF Trust.

Sandra and her team(s) have won awards in Canada, US and Germany, most recently CSTD for the Supervisory Leadership Program she architected and implemented at IAMGOLD Inc.

Sandra is a results oriented professional who aligns an organization vision and strategy while facilitating high levels of employee engagement by building strong organizational cultures. Sandra is considered a trusted leader and coach who inspires individuals and organizations to achieve superior performance.

Sandra's specializations include

  • Culture and Strategy
  • Strategic HR Business Consulting
  • Organization Design
  • Leadership Development
  • Talent Management
  • Total Rewards
  • Change Management
  • Employee Engagement
Sandra is currently an instructor in the School of Business and Hospitality at Conestoga College.


9:30 - 10:30
Session Changed:
The Superb Finance Committee
Speaker: Deryck Williams, Partner Assurance Services, Grant Thornton LLP


The quality of the finance committee of a Not-for-Profit Organization can make or break the organization. It can be a governance nightmare or provide wise insight and oversight for its chief financial officer. In this session we provide tips for building a great finance committee, along with a few war stories of what can go wrong. We also touch on solutions to the challenge of the audit committee role, when additional board financial expertise is hard to find. We hope you will leave this session newly inspired in your ability to ensure your finance committee provides just the right level of excellent, objective financial review.

About Deryck Williams

Deryck is the National Leader of the Grant Thornton Canada Charities and Not-for-Profit Organizations team, and is well known for his enthusiastic support of this important part of our Canadian infrastructure. He provides expertise to major charity and not-for-profit organizations across the country and his finger on the pulse of major issues affecting the sector.

An auditor and consultant for over 30 years, Deryck practices exclusively with charities and not-for-profit organizations, providing services of audit/assurance, information technology strategy, internal control and risk management and operations improvement. As a Certified Management Consultant, Deryck is able to draw from a wide breadth of knowledge and deep experience when serving his clients. Creative and effective are the trademarks of the solutions he delivers to clients. Through workshops, seminars, analytical studies, and especially through personal consulting and advice, Deryck provides insights and resolutions to challenging problems.

The Retirement Tsunami - How to Attract & Retain Talent and Plan for Succession in the Not-for-Profit Sector
Moderator: Cathy Bailey, CFO, North East Community Care Access Centre


Panelists: Jayson Phelps, Executive Recruiter, Phelps Groups; Gerlinde Herrmann, HR Expert, The Herrmann Group Limited; Akela Peoples, President and CEO, The Learning Partnership; and Sara Oates, CFOO, Breast Cancer Foundation


We have been aware for a long time that the 'baby boomers' would be creating a wave of retirements like never before in history. This has and continues to create challenges for us in the public and not-for-profit sector where we need to do more with less. How do we attract and retain talent when we can't compete with private sector compensation? How do we challenge and grow the pool of talented professionals in our organizations? How do we leverage the outgoing talent? How do we adequately plan and prepare for the succession of key management and executive positions? This panel of experts will help us navigate these complex questions and leave us with some tips and tools for conquering these issues.

About Jayson Phelps

Jayson Phelps, Partner in the firm's Toronto office, is an Executive Search Consultant specializing in Broader Public Sector recruitment and talent management. He leads executive searches advising on senior capacity building for public sector organizations and institutions. His practice spans leadership recruitment and advisory to boards, councils and selection committees on emerging understanding of exemplary leadership, issues of governance, succession planning, executive transition and assessment, as well as board development.

Jayson has more than 15 years of global executive search experience partnering with municipalities, crown corporations, governmental institutions, universities, colleges, school boards, hospitals, regulatory bodies, not-for-profit organizations and professional associations. He has led numerous high-profile searches for board members, C-Suite executive members and senior and executive leadership teams in diverse organizations across Canada, including notable roles such as the current Chief Capital Officer for Metrolinx, responsible for thirty billion dollars of rail and transit infrastructure, and the current City Manager for the City of Toronto.

In recognition of his success in the field of Talent Management, Jayson was identified by the Pinnacle Society of Executive Search firms as a leading Executive Search Consultant in North America. Jayson holds a Bachelor of Business Administration, has earned the designation of Certified Personnel Consultant (CPC), and is a Microsoft Certified Systems Engineer (MCSE). In his spare time, Jayson is pursuing his Private Pilot Licence in the spirit of adventure that marks his personal and professional practice.

A keen contributor to the community and an advocate for the well-being of youth, Jayson is a recent Director on the Board for the Rotary Club of Toronto, and has been a member of many Rotary Committees, including Aboriginal Services, Youth and Children, Seniors, Community Service, and Membership. In addition, he has been actively involved with Big Brothers/Sisters of Toronto for over a decade.

About Gerlinde Herrmann

Gerlinde Herrmann is the founder and President of The Herrmann Group, a consulting firm that provides services to support Human Resources strategies and talent management initiatives. Prior to founding The Herrmann Group, Gerlinde worked with leading organizations in senior HR roles.

A graduate of Concordia University, Gerlinde holds a Bachelor of Commerce degree in Economics, a Certificate in Industrial Relations; Chartered Director (C.Dir) designation from The Director College (DeGroote/McMaster University); Certified Human Resources Professional/Leader, (CHRP/L); Global Professional Human Resources, (GPHR) and completed the Executive Coaching Program through the HR Coaching Institute, Washington, DC.

Her board experience includes: SHRM Foundation and SHRM-HRCI; Career Edge Diversity Board; served almost three years as President and Chair of the Board of Directors of the Human Resources Professionals Association (HRPA) and then continued as Chair of HRPA's Chair of Strategic and Global Alliances for two years. Currently a member of the CPA Ontario Professional Conduct Committee; was vice-chair of the Complaints Committee for the CMA.

Gerlinde has also been actively involved in industry-related and outreach initiatives such as: Global Experts and Corporate Social Responsibility (CSR) Panels of the Society for Human Resource Management (SHRM), Youth Employment Service (YES) Advisory Board, Canadian Government Private Sector Working group on Pandemic Influenza Planning, was the Canadian representative on the Board of Frontplaces, France (a global diversity think tank), Director on the Canadian Council of Human Resources Association, Director of NAHRMA (North American Human Resources Management Association), Advisor for George Brown's Human Resources program, Director of the Provincial Partnership (Passport to Prosperity, focused on youth employment issues), and Founder and Director of the Toronto Chapter of HRPA.

A sought-after public speaker, Gerlinde frequently guest speaks at national and international events, is a regularly published author of articles and editorials, and has participated on TV programs.

About Akela Peoples

Akela Peoples has a M.Ed. from the University of Toronto (OISE), a B.Ed., an Honours B.A. She has degrees or certificates from Harvard, Ivey School of Business, York University and the University of Western Ontario.

Akela is the recipient of the Queen Elizabeth II Diamond Jubilee Medal in 2013. She was twice recognized by the Women's Executive Network as a WXN Canada's Most Powerful Women: Top 100 Award Winner. She has also won the prestigious Rotary International Paul Harris Award, the Toronto Sun's Women on the Move Award and the YWCA's Women of Distinction Award for Entrepreneurship.

Her professional career began in public education. She led the creation and implementation of internationally renowned educational programs. She is also creator of Canada's Top 20 Under 20TM awards program.

She has proven expertise in the area of strategy, educational programming, strategic planning, marketing, partnerships and fund development, as well as organizational leadership.

About Sara Oates

Sara has been the Chief Finance and Operations Officer with the Canadian Breast Cancer Foundation since September 2015. In this capacity, she is responsible for finance, information technology, operations and legal functions of this national organization.

Prior to joining the Foundation, she held a similar role with World Wildlife Fund Canada for four years and before this, was an Associate Partner with PricewaterhouseCoopers (PwC) where she led the PwC not-for-profit assurance practice in Toronto.

Sara was a board member and treasurer of Yorktown Child and Family Centre/Yorktown Women's Shelter for many years and recently served as a member of the Administration and Audit Committee of United Way Toronto and on the Audit Committee of the Terry Fox Foundation.

Additionally, Sara was a member of PwC Canada Foundation's Advisory Board and the chair of PwC's National Not-for-Profit Committee. Sara has chaired the Canadian Institute of Chartered Accountant's Working Group on Not-For-Profit Business Reporting and was previously a member of the Accounting Standard Board/Public Sector Accounting Board's Joint Not-for-profit Task Force. She is a current member of CPA Canada's Not-For-Profit Organizations Committee.

10:30 - 11:00
11:00 - 12:00
Lets Not Forget Compliance!
Speaker: Stella Penner, Partner, Calvista LLP


Whether as a volunteer or employee, the Not-for-Profit Organization's (NFPO) financial officer has a lot to juggle - financial reporting standards are unique to NFPOs and evolving, the external auditor needs your time and attention, the board needs meaningful financial information, and then there's the fundraising issue �.�. Amid all of these occasionally competing demands for time and attention, the need to meet the compliance requirements of the Income Tax Act, Charities Directorate, and HST/GST can get lost in the shuffle. This session will include a brief recap of the differing compliance requirements for registered charities versus other NFPOs, whether incorporated or unincorporated, recent changes and the current status of CRA's NFPO review project and possible future implications of which organizations should be aware.

About Stella Penner

Stella has been a CGA since 1984 and a CA since 1988. She was awarded a Fellowship by the CGA Association of Canada in 2002. Stella spent many years with a national public accounting firm, and during that time provided training and professional development leadership at the national level. Stella is currently a partner with Calvista LLP, a Calgary professional service firm with a strong focus in serving the not for profit and charities sector. She has provided training and seminars in the areas of audit, financial accounting and management, and not-for-profit financial reporting and governance.

The New Management Control System for the Not-for-Profit Landscape
Speakers: Cam Scholey, Adjunt Lecturer and Kurt Schobel, Associate Professor, Royal Military College of Canada


In a dynamic and ever-changing not-for-profit world, professionals in this sector need to be able to create and implement management control systems (MCS) that evolve with the company's strategy. Here are the major takeaways of this session:


  • Understand the fundamentals of strategy mapping (SM) and the balanced scorecard (BSC), and how it is employed in the not-for-profit sector
  • Learn about the new approach to MCS, and how SM and the BSC can be used as the primary platform for MCS to effectively control the organization
  • Understand the key components of the new MCS

About Cam Scholey

Cam Scholey, MBA, Ph.D., CPA, FCPA, has been a speaker, author and innovator for the past two decades, focusing mainly on the strategic concepts of balanced scorecard and strategy mapping. Specific areas of interest are accounting, management controls and finance. Cam also teaches (both in-class and online) at Royal Military College of Canada and Queen's University.

Cam is an experienced writer and is the author of the book entitled A Practical Guide to the Balanced Scorecard (CCH Canadian). A writer for CPA Canada, he has written several management accounting guidelines and guidance documents on strategy mapping and the balanced scorecard. Cam is also a session leader in the new CPA Professional Education Program (PEP), and has written content for PEP.

Cam's newest undertaking is learning French and enjoys playing hockey and practicing hot yoga when not immersed in all the intellectual matters.

About Kurt Schobel

Kurt Schobel is an Associate Professor at the Royal Military College of Canada (RMC) and an adjunct professor at the Smith School of Business. In addition to teaching, Kurt is the Assistant Vice Principal Research (Finance) at the Royal Military College of Canada.

Prior to working at RMC, Kurt spent 20 years in Canada's Air Force as Finance Officer. Kurt has also been a board member with a number of non-profits including the Kingston Blue Marlins, the RMC Club of Canada, the Lakeland Community Development Corporation & the CFB Medley Society in Cold Lake, AB, and Big Brothers in Trenton, ON.

Kurt completed his MBA in 2002, earned his CMA in 2007 and became of Fellow of The Society of Management Accountants in 2014.

12:00 - 1:00
1:00 - 2:00
A Fireside Chat: Merger Preparation, Due Diligence and Risk Management
Moderator: Betty Ferreira, ReStructure Consulting


Panelists: Michael Herrera, Vice President, Finance and Administration, United Way Toronto and York Region, Andrea Cohen Barrack, CEO, Ontario Trillium Foundation and Mark Blumberg, Partner, Blumberg Segal LLP


Join a fireside chat moderated by Betty Ferreira with Michael Herrera, Andrea Cohen Barrack, and Mark Blumberg as they speak about their experiences in getting organizations ready to embark in merger discussions, managing merger due diligence and risk management.

About Betty Ferreira

Betty Ferreira is a former Executive Director of several non-profit organizations, and the founder and principal consultant of ReStructure Consulting, a niche consulting firm focusing on building the resilience of nonprofit organizations. Betty's work over the past 22 years has focused specifically in the not-for-profit sector by strengthening organizations through strategic planning, organizational restructuring, mergers, and turnarounds.

Betty's goal is to advance the capacity of nonprofit organizations through teaching, writing, consulting on organizational resilience and not-for-profit finance.

Most recently Betty has developed and instructs Canada's first-ever Not-for-Profit and Charity Finance Leadership Certificate program available through CPA Ontario, she co-produced CPA Ontario's inaugural Not-for-Profit Finance Leadership Day in 2015, and she has been nominated to the Accounting Standards of Canada Not-for-Profit Advisory Committee.

Betty holds a Bachelor of Arts from the University of Toronto and has been a member of the Chartered Professional Accountants in Ontario since 2013.

About Michael Herrera

Michael Herrera joined United Way Toronto in August 2009. As Vice-President, Finance and Administration, Michael provides strategic leadership in areas of accounting and financial management, as well as premises and office administration. He offers hands-on supervision of the Finance Department's day-to-day operations, and oversees the development and delivery of accurate and relevant reports to United Way stakeholders.

Michael has focused his career on the not-for-profit sector, having worked with social services, religious and arts organizations. Before joining United Way, Michael held the position of Interim Treasurer at the Anglican Church of Canada. Prior to the Anglican Church, he held similar positions at YMCA of Greater Toronto and National Ballet of Canada. From 2006 to 2009, Michael taught a course in financial management for arts managers at the University of Toronto at Scarborough. Previously, Michael was a manager at EY and, as an independent consultant, he supported arts and heritage organizations through the development and delivery of financial and governance training to a variety of organizations throughout the province.

Michael's community involvement includes past governance roles with organizations such as Community Social Planning Council -Toronto, Toronto Community Foundation and Ontario Museums Association. He currently holds governance roles with Crow's Theatre and Sherbourne Health Centre.

Michael holds a Bachelor of Commerce from the University of Toronto and has been a member of the Institute of Chartered Professional Accountants in Ontario since 1996.

About Andrea Cohen Barrack

Andrea Cohen Barrack is the CEO of the Ontario Trillium Foundation, Canada's largest granting foundation.

Andrea has a lengthy and successful career in community healthcare. Prior to OTF, she was the CEO of Unison Health and Community Services. A transformative leader, she is recognized for her expertise in making organizations more effective.

Andrea has a MHSc in Health Administration from the University of Toronto and continues to guest lecture in the program. She has pursued Executive Education Program at the Harvard Business School. Her interest in health systems continue as she is a member of the Health Policy Council for the C.D.Howe Institute.

A long-time volunteer, Andrea serves as the Chair of International Planned Parenthood Federation, Western Hemisphere Region. She is an Advisory Board Member for the Centre for Effective Philanthropy, a mentor with CivicAction DiverseCity Fellows and is the Vice Chair of the Dean's Council for the Ted Rogers School of Management at Ryerson University. Her community involvement includes participation in initiatives that seek to find creative and collaborative solutions to community and human rights issues.

About Mark Blumberg

Mark Blumberg is a partner at the law firm Blumberg Segal LLP (Blumbergs) in Toronto and works almost exclusively with Canadian non-profits and registered charities on compliance issues. Blumbergs has 9 lawyers, of which 5 lawyers focus on non-profit and charity law issues. Mark is the editor of and™ - two blogs dealing with Canadian charities and compliance issues. Mark is on the Executive of the Canadian Bar Association National Charities and Not-for-Profit Law Section and is also on the Executive of the Ontario Bar Association Charity and Non-profit law section. Mark is quoted extensively in the media relating to charities and non-profit governance and regulation.

Fraud in the Not-for-Profit Environment
Speaker: Colleen Basden, Partner, KPMG LLP


The nature of a non-profit organization's operations makes it a natural target for fraud. They try to do more with less. They trust colleagues are there to advance the organization's mandate. Donations are often made in cash. This is a ripe situation for fraud to occur yet many non-profit organizations are not adequately protected from this threat. Join us for a discussion on how fraud happens in non-profit organizations and learn what you can do to protect your organization from fraudulent activity. This discussion will provide you with the tools necessary to understand how fraud happens and assess if you have the right mechanisms in place to reduce the threat.

About Colleen Basden

Colleen is a Senior Vice President of KPMG Forensic and a Partner of KPMG LLP based in Toronto. Colleen is a Chartered Professional Accountant, Chartered Business Valuator and has been recognized as a specialist in Forensic and Investigative Accounting by the Canadian Institute of Chartered Accountants. She regularly assists clients in the non-profit sector in resolving complex financial matters including investigations, litigation support, fraud prevention assistance and data analytics.

2:05 - 3:00
Navigating CASL and Privacy legislation for Charities and Not-for-Profit Organizations
Speaker: Mark Blumberg, Partner, and Yi-Mei Ting, Associate, Blumberg Segal LLP


Canadian Anti-Spam Legislation (CASL) and Canadian privacy legislation are complicated pieces of legislation that affect charities and non-profits. CASL prohibits certain activities related to the misuse of technology, such as spam, hacking, malware and fraud. Privacy legislation governs how personal information should be collected, accessed, used, managed and disclosed. This session will provide an overview of CASL and privacy legislation; identify key issues for charities and non-profits; and provide suggestions on how charities and non-profits can comply with and operate within these complex legal frameworks.

About Mark Blumberg

Mark Blumberg is a partner at the law firm Blumberg Segal LLP (Blumbergs) in Toronto and works almost exclusively with Canadian non-profits and registered charities on compliance issues. Blumbergs has 9 lawyers, of which 5 lawyers focus on non-profit and charity law issues. Mark is the editor of and™ - two blogs dealing with Canadian charities and compliance issues. Mark is on the Executive of the Canadian Bar Association National Charities and Not-for-Profit Law Section and is also on the Executive of the Ontario Bar Association Charity and Non-profit law section. Mark is quoted extensively in the media relating to charities and non-profit governance and regulation.

About Yi-Mei Ting

Yi-Mei Ting joined Blumberg Segal LLP in 2013 and practices in the areas of Charity and Non-Profit Law and Corporate/Commercial and Business Law. Prior to joining the firm, Yi-Mei completed her Articles at the Ministry of the Attorney General in the legal services branch of the Ministry of Consumer Services.

Yi-Mei obtained her Bachelor of Laws (LL.B.) from Osgoode Hall Law School in 2008 and her Master of Business Administration (MBA) from Wilfrid Laurier University in 2010. She has worked as an Analyst in a large Canadian bank, an Advisor in the Ontario Government and as a Project Manager in a boutique research and consulting firm for the financial services industry. Yi-Mei was called to the Ontario Bar in June 2013 and is a member of the Law Society of Upper Canada.

Proving Your Value Proposition: The Power of Performance Audits and Efficiency Reviews in the Not-for-Profit Sector
Speaker: Nancy Chase, Partner, Risk Consulting, KPMG LLP


Not-for-Profit Organizations (NFPs) face increasing demands for greater accountability, transparency, and the ability to "prove their value" to a wide range of stakeholders. These expectations, combined with increased competition and declining sources of funding, have heightened the need for NFPs to truly understand their unique value proposition and ensure their internal processes and systems are designed to support their mandate while maximizing efficiency. This session will explore how internal reviews and performance assessments can be instrumental in identifying opportunities to streamline internal processes, strengthen the overall effectiveness of management practices, and ultimately better position the organization to achieve its expected outcomes and demonstrate value.

About Nancy Chase

Nancy Chase is a Partner in KPMG's Risk Consulting practice with over 20 years of experience in performance and value-for-money auditing, internal controls, internal and IT auditing, financial audit, and risk management. She is the Advisory Services Leader for the NPO sector and leader of KPMG's Value for Money and Performance Audit practice in the National Capital Region.

Nancy has extensive experience leading the conduct of performance and value for money audits and assessments for a wide range of not-for profit clients, including government-funded organizations, national associations, municipalities, and universities and colleges. These assessments have been used to support government funding agreement requirements as well as to assist not-for profit organizations identify opportunities to improve their effectiveness and efficiency and position these organizations to demonstrate better value to their stakeholders.

Nancy is currently a Board member and the Chair of the Audit Committee of both the Institute on Governance and Canadian Women in Communications and Technology.

3:00 - 3:15
3:15 - 4:00
Poll the CFOs - Issues facing Charities and Not-for-Profit Organizations
Moderator: Kironmoy Datta, Vice-President Marketing, Green Room Solutions Inc.


Panelists: Lois Fine, Director of Finance and Information Technology, YWCA Toronto, and Charles Fluit, CFO, World Vision Canada


This interactive facilitated session will use results of a survey completed by conference participants about the issues facing the not-for-profit sector. Our panel of CFOs will cover the most significant issues raised through the survey to generate group discussions that allow participants to share common challenges and solutions and learn from each other. This session will provide participants with some "take aways" that can be carried back to their respective nonprofit organizations

About Kironmoy Datta

Kironmoy Datta, MBA has over 20 years of experience in the non-profit sector at a variety of levels. He is one of the founding members of the South Asian Legal Clinic of Ontario where he led the team for 7 years, from inception to establishing permanent funding from Legal Aid Ontario. He was a board member of Family Service Toronto for 6 years, and is a graduate of the Maytree Foundation - Leaders for Change program.

Professionally Kironmoy is a classically trained marketer with nearly 20 years of experience across national and global companies across a variety of sectors including: P&G, General Mills, Novartis, Shoppers Drug Mart, McKesson, and a number of start-ups.

Currently Kironmoy is the Vice President of Marketing at Green Room Solutions (Canada) Inc.

About Lois Fine

Lois Fine, CPA, CGA has over 30 years of accounting experience in the non profit and charitable sector. She is currently the Director of Finance and Information Technology at YWCA Toronto, overseeing a budget of $30 million. Recently, YWCA Toronto built Elm Centre, an $80 million housing project, for which Lois oversaw the financing, including developing a social housing bond.

Lois is a proud member of the Accounting Standards Oversight Council and is the Treasurer of the Board of Playwrights Guild Canada as well as the Queen West Central Toronto Community Health Centre. She has taught at Schulich School of Business in the Emerging Leaders and ONCo-op Programs, as well as at United Way, Maytree Foundation, and the Ontario Non-Profit Housing Association, seeking to equip leaders in the non-profit sector with the tools required for leadership.

Lois is also a produced and published playwright, with her first book hitting newsstands on March 7.

About Charlie Fluit

Charlie Fluit is the Chief Financial Officer of World Vision Canada, one of Canada's leading charities and part of a global organization working in over 100 countries. He currently provides leadership to Finance, Technology, Shared Services and Risk Management.

After obtaining his CA with Deloitte's, Charlie spent five years in manufacturing prior to pursuing his passion by moving full time to non-profit sector. He has over 35 years of diverse experience with over 20 years as CFO.

Charlie was a committee Chair during the establishment of Imagine Canada's Standards Program and participated several times on the judge's panel of the Voluntary Sector Reporting Awards. He speaks & conducts workshops at various conferences across the country.

Charlie is life-long volunteer, serving or having served on numerous non-profit boards and committees.

Virtual Conference

It’s easy – all you need is a desktop computer, laptop, or tablet and high speed internet!

Your virtual experience will allow you to see and hear the speakers, download presentation materials, take notes and ask questions of the speakers!


Metro Toronto Convention Centre
255 Front Street West
Toronto, ON M5V 2W6
Tel. (416) 585-8000

The award-winning Metro Toronto Convention Centre (MTCC) is Canada's largest and one of North America's leading convention centres. Its three-year, $29 million modernization project is complete! The project features a new design, functionality, and upgraded finishes. The MTCC is known for its top-of-class service, first-class venue, in a world-class city. And yes, it's the only facility that has hosted both a G20 and a G7 Summit. Located in the heart of downtown Toronto, plenty of dining, great hotels, shopping, and fun things to do are all within easy walking distance. The MTCC certainly has it all!

Directions to Metro Toronto Convention Centre
The North Building can be accessed through the main entrance doors on Front Street, or from the east via the Skywalk, a glass-enclosed access-way from Union Station and mass transit.



Hotel reservations are the responsibility of the participant. CPA has arranged for a special conference rate of $209.00 (plus applicable taxes) at the Intercontinental Toronto Centre Hotel. This rate is available until February 16, 2016, or until our room block is full. Early reservations are recommended. The CPA rate of $209/night is available three days prior and three days post conference, subject to availability.

Contact the hotel directly and identify yourself as a participant of CPA Canada's 2016 Not-for-Profit Financial Executive Forum to qualify for the special conference rate:
Tel: 1-800-235-4670
Online reservations

Intercontinental Toronto Centre Hotel
255 Front Street West
Toronto, ON M5V 2X3
Tel. 1-800-235-4670

The 4-Diamond InterContinental Toronto Centre brings together an ideal downtown location, plush accommodations, state of the art technology and the very best in customer service. Located in the heart of downtown on Front Street, the hotel is connected to the Metro Toronto Convention Centre, and is just steps away from the CN Tower, the Air Canada Centre and the Rogers Centre.

Guest rooms and suites feature gorgeous views of Lake Ontario and the Toronto city skyline. Well-appointed accommodations are outfitted with luxury bedding and 42" flat screen TVs. Enjoy a wealth of exceptional services and amenities including access to the 24-hour fitness centre, high-tech business centre, indoor swimming pool and The Spa InterContinental.

Sponsors and Exhibitors

Registration Sponsor:


Unit4 provides solutions to hundreds of Non-Profits and NGOs around the world that need enterprise applications to significantly reduce the cost of governance, management and administration.



RBC Royal Bank® is proud to be a sponsor of CPA Canada’s Not-For-Profit Financial Executive Forum.

Whether you’re a national, regional or local organization, we want to be there for you. Our dedicated team of Not-For-Profit specialists provide expert advice that can help your association achieve its unique goals. While working with you, our specialists will take the time to understand your needs, offer the right financial solutions to meet your specific goals and provide proactive expert advice. Visit us online at

RBC PH&N IC provides discretionary investment management services to Canadian institutions and families requiring specialized investment guidance and solutions. We have significant experience working with organizations in the not-for-profit sector and offer advice on asset mix, spending policy and governance. Our clients benefit from our not-for-profit expertise, as well as access to a full range of investment strategies across fixed income, equity and alternative asset classes.

Company URL:

Advisory Committee

Bobbi White, Partner, National Industry Leader, Not-for-Profit Organizations, KPMG LLP
Michael Herrera, Vice President, Finance and Administration, United Way Toronto and York Region
Josee Bertrand, Director, Finance, SickKids Foundation
Dale Varney, Partner, Grant Thornton LLP
Betty Ferreira, Owner, ReStructure Consulting
Cathy Bailey, CFO, North East Community Care Access Centre
Geneviève Grenier, Principal, Finance Reporting and Management, Chartered Professional Accountants Canada

Contact Us

For more technical details of the forum content, contact:
Genevieve Grenier, CPA, CA, Principal, Finance Management and Reporting, Professional Learning and Development
Phone: 416-204-3278

For more event logistics, contact:
Diya Gill, Manager, Professional Learning and Development
Tel: 416-204-3496

For registration inquiries contact:
Tel: 1-888-337-3242

Event dates, locations and prices subject to change.

CPA Canada offers many Sponsorship Opportunities to promote your products and services.

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