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NOT-FOR-PROFIT SUMMIT

October 8, 2019
Metro Toronto Convention Centre

07:30 AM - 08:30 AM

Registration and Networking Breakfast

08:30 AM - 08:40 AM

Conference Welcome Remarks

08:40 AM - 09:10 AM

Opening Keynote Session: Technology Trends and The Future of Digital Nations

09:10 AM - 09:40 AM

Morning Keynote Session: Blockchain and the Future of Decentralized Society

Singularity University's Anne Connelly looks at how decentralized technologies are transforming societies and empowering citizens. Anne will inspire you to see a future where blockchain enables governments, non-profits, and individuals to build communities that are inclusive and free for all.

Walk away with an understanding of:

  • The basics of how blockchain works, plus why that's important
  • Subtle techniques to get what you want more effectively
  • Why decentralized technologies are increasing access to human rights
  • How nonprofits are leveraging blockchain to transform their impact

09:40 AM - 10:40 AM

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

As the world of work becomes more complex, we become mired in jargon and technical language.

Here’s a thought: Great leadership is all about communication, so it's up to us to translate these complexities in order to communicate with impact. How do we do that? Simply put, by simplifying and creating understanding.

In this session, Nick Kindler is here to talk about two of his passions: communication and innovation. You will learn:

  • The basic building blocks of communication
  • Tips for translating innovation
  • The benefits of storytelling, and the ways it affects how you connect with others
  • Techniques to connect with your audience and deliver every time you present

10:40 AM - 11:10 AM

Networking Coffee Break

11:10 AM - 12:00 PM

Breakout Session: Finance Leadership Stream

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

The financial and funding landscape for nonprofits and charities in Ontario has shifted in the last eighteen months. Even as nonprofits are dealing with funding cuts, deregulation, and increased competition from the private sector, they’re also facing changes to how funding is structured (e.g., through direct funding, service system managers, Ontario Health teams, etc.).

The Ontario Nonprofit Network has done an analysis of the provincial budget and conducted a survey of hundreds of nonprofits to find out which financial trends and issues are top of mind, and what the impact is on the sector. And Cathy Taylor is here to share their insight with you.

Walk away with:

  • An understanding of the 2019 Ontario budget and its impact on nonprofits and charities
  • A snapshot of how nonprofits are faring in changing times
  • A discussion on the challenges and opportunities for the sector to work together

11:10 AM - 12:00 PM

Breakout Session: Personal Leadership Stream

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

NFPs are dealing with environments that are more complex, competitive, and challenging than ever. And in order to thrive, organizations and their leaders must learn to adapt to changing realities.

Whether the change is a new technology, a different strategic direction, company rebranding, or a new process or policy, change management becomes a critical competency in achieving your organization’s intended outcomes.

In this session, Arti Freeman will explore how change impacts your internal stakeholders, and how change management can equip you and the individuals in your organization to adopt and utilize the changes being implemented.

You will learn:

  • The importance of managing the people side of change
  • An overview of the Prosci ADKAR® Model, and the 5 building blocks every individual must achieve for change to be successful
  • The role organizational leaders play in ensuring the success of your change initiatives

11:10 AM - 12:00 PM

Breakout Session: Innovation Stream

Technology Solutions to Revolutionize Your Finance Department

Thanks to recent innovations, financial practices in not-for-profit organizations are undergoing significant change.

This presentation is the brainchild of a team of CPAs who specialize in the NFP sector and deliver award-winning services.

You will learn:

  • How NFP organizations can modernize their financial systems with new technologies and apps
  • Processes for better workflow and increased security
  • Efficiencies and budgetary savings for your NFP organization
  • New ways to do your banking, your bookkeeping, and even survive an audit

12:00 PM - 01:00 PM

Networking Lunch

01:00 PM - 01:50 PM

Breakout Session: Finance Leadership Stream

A Practical Guide to Working Capital Improvement

How do you repair a working capital deficit during a period of funding restraint coupled with an increasing demand for services?

Using Southlake’s journey as an example, Rob Bull talks about the challenges of recovering a working capital deficit in a public sector environment.

You will learn:

  • How to diagnose key drivers of the problem
  • Tips for developing a sustainable plan in an uncertain funding environment
  • Challenges that may be encountered, and how to overcome them
  • Success factors to apply to your own strategy

01:00 PM - 01:50 PM

Breakout Session: Personal Leadership Stream

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

In business, you can’t sweep bad news under the carpet. Failing to acknowledge a crisis or claim — whether true or false — can have a devastating impact on your organization.

In this session, learn how to prepare for the worst BEFORE a crisis hits so you can communicate the issue and solution effectively — to your customers, clients, social media following, and even the press.

Warren Weeks will cover the eight steps that must be part of your organization’s crisis communications strategy, and will explore the mistakes (and successes) of other organizations that have dealt with a crisis.

You will learn:

  • What needs to be done in those first critical hours after a crisis
  • How to establish a communications plan, while handling media relations aspect, social media, and more
  • The principles of effective crisis communications, as demonstrated by some of the world’s leading brands

01:00 PM - 01:50 PM

Breakout Session: Innovation Stream

Latest Trends in Revenue Generation and Financing Landscape

Canadian NFPs and charities are experiencing the largest revenue shift in our history. Individual cash donations have been replaced by assets, like securities and life insurance, while grant trends are shifting as corporate foundations change their granting strategy and structure.

In this session, Paul C. Nazareth will discuss recent legal changes to bequest administration, new asset classes like cryptocurrency, and the quickly scaling nature of crowdfunding.

Created with charities of all sizes in mind, join this session and walk away with a newfound confidence to facilitate, receive, and administer these gifts on an ongoing basis.

You will learn:

  • Ways to ready yourself and your organization for the shifting trends in revenue generation
  • Raised productivity techniques between finance and fundraising revenue development
  • How to increase growth in revenue development opportunities with knowledge of emerging trends

01:50 PM - 02:00 PM

Short Break/Switch Rooms

02:00 PM - 02:50 PM

Breakout Session: Finance Leadership Stream

15 Ways to a Painless Audit 

Often seen as a necessary evil and a painful process, this is your opportunity to learn how to make the audit experience painless, efficient, and effective.

Hear an experienced auditor's perspective on how to turn the negative perception around and create an experience that provides the organization with valuable advice and insight into its challenges and opportunities.

You will learn:

  • Tips for setting expectations and the timeline
  • Best practices for audit processes and roles, involving management, those charged with governance, and the auditor
  • How to make an audit efficient, potentially reducing the time it takes and its cost
  • How to create effective financial statement presentation and disclosure tips

02:00 PM - 02:50 PM

Breakout Session: Personal Leadership Stream

Best Practices in Communicating and Reporting to the Board

Communicating financial results in a way that is easily understood by those who are not financially literate is key to having board members on board with your mission. (Pun intended.)

In this session, Stephen McCourt will discuss improved reporting methods, looking beyond traditional dashboards as a way to dive deeper into financial results.

You will learn:

  • Best practices for improved reporting, giving board members the opportunity to better understand how funds are spent relative to the mission
  • Tips for viewing financial results from the non-accountant perspective
  • How to use results to evaluate CEO performance
  • How to utilize the appropriate tools to clearly communicate data and information

02:00 PM - 02:50 PM

Breakout Session: Innovation Stream

Why Employees Drive the Digital Transformation Journey

True or false: It's the people that drive change management at an organization — not the other way around.

In this session, Kyle Hulme will talk about what change management is, the role of team collaboration in project success, and how to encourage your employees to facilitate change.

Why? To become an organization of the future, of course!

You will learn:

  • Tips for transforming the culture of your organization to have a greater impact
  • How to optimize and empower your team to be effective resources
  • How to align change culture between age demographics
  • How to start your digital transformation journey with your people
  • Ways to establish innovation for impact
  • The importance of engaging donors and volunteers

02:50 PM - 03:10 AM

Networking Coffee/Refreshment Break

03:10 PM - 04:00 PM

Breakout Session: Innovation Stream

Session details to be announced

03:10 PM - 04:00 PM

Breakout Session: Finance Leadership Stream

Hot Topics in NFP Accounting

This two-part session will focus on key accounting topics that are ‘must-knows’ for NFP and public sector finance leaders.

Part I | HST Tips and Traps for the NFP Sector

You will learn:

      • Best practices for HST compliance
      • Common CRA audit issues
      • Opportunities for recovering past overpaid HST or for minimizing future unrecoverable HST

Part II | Revenue Recognition: Moving to Deferral from Restricted and Restricted to Deferral Accounting

Walk away with:

      • A better understanding of accounting for restricted and deferral methodology
      • A list of the pros and cons of restricted and deferral methods
      • The most appropriate methodology for your organization

    03:10 PM - 04:00 PM

    Breakout Session: Personal Leadership Stream

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

    Top employer recognition for nonprofits is no longer a “nice to have” — it’s a “need to have!” Canada’s labour force is shrinking, training budgets are disappearing, and finding the right fitting candidate is like winning the lottery.

    A study done by the Canadian Chamber of Commerce found that while executives cited the need to attract and keep good people, they also said that gaining loyalty is a challenge. Retention and investing in people are key.

    Our panel members work for leading nonprofits who have achieved Employer of Choice status through the Hilborn Nonprofit Employer of Choice Award™ program. This is a national award that recognizes and promotes the top employers in the Canadian nonprofit sector.

    Join them for practical advice that you can take away and implement in your own workplace to begin your employer of choice journey.

    You will learn:

      • The dynamics of what makes a nonprofit an employer of choice
      • What your organization needs to do to build and promote a superior workplace culture
      • Innovative and common-sense solutions that can transform your organization and spark real, sustainable change
      • How to build a more engaged workforce and create a magnetic organizational culture

    04:00 PM - 04:30 PM

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

    A trusted financial advisor is dependable, precise, and able to demonstrate empathy towards the CEO and the board. And understanding key stakeholders is the first step to building trustworthy relationships, better positioning yourself to influence change in your organization.

    In this TED Talk-style keynote presentation, Canada’s 2019 CFO of the Year will teach you how to become a better business partner and break the stereotype of finance and accounting as a “necessary evil.”

    In addition to her prominent career as a finance leader, Pamela Steer sits on several Boards of Directors, and is here to share some tips and best practices for building trust and managing relationships with key stakeholders.

    You will learn:

    • How to explain financial data to non-finance people
    • Ways to get the board interested in financial literacy
    • Best practices in increasing your influence and getting buy-in from senior management and the board
    • How to effectively evaluate and communicate the return on investment to the CEO and members of the board
    • How to deal with difficult board members and other VIPs
    • Why gaining acumen in strategic planning and business transformation will help you become a major asset to your organization

    04:30 PM - 05:20 PM

    Closing Keynote Session: How to Build Purpose-Driven, High-Performing Teams

    Dr. Ivan Joseph wants you and your team to succeed — and he knows exactly how you can do it. An award-winning coach, educator, and leader, Ivan has spent his career leading cultural transformation, helping people learn how to believe in themselves, and creating high-performing teams.

    During our closing keynote, Ivan will explore why perseverance, in spite of setbacks, is a higher predictor of success. He’ll also talk about self-confidence, cohesive teams, and the secret to becoming a great leader.

    You will learn:

    • Techniques for maintaining focus in the face of distractions, and how this will lead to higher performance
    • The secret to developing cohesive teams (hint: it’s all about great leadership and good relationships)
    • How to become adept at identifying the right person for the right role — and vice versa (i.e., the role must be enticing to that person)
    • How to persevere despite setbacks (spoiler alert: embrace the “grit”)

    05:20 PM - 06:30 PM

    Cocktail Reception + Meet & Greet with Speakers

    • $395.00

      Student Tickets

    • $495.00

      Member Tickets

    • $565.00

      Public Tickets

    Includes: Access to all sessions, refreshments, meals and networking cocktails (+7 CPD hours for members).
    Non-members have to create an account in PD Portal to register for this event.

    Buy Tickets