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NOT-FOR-PROFIT SUMMIT

October 8, 2019
Metro Toronto Convention Centre

Ninette Bishay

Ninette Bishay, CPA, CA

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

Ninette Bishay is a partner at Hogg, Shain & Scheck, and the senior leader of their Charities & Not-for-Profit team. She’s been providing assurance, tax, and advisory services exclusively to this sector for close to 16 years. A speaker and author, Ninette regularly advises local, national, and international organizations on best practices with respect to financial reporting and accountability to stakeholders, internal control efficiencies, governance, reserves policies, and CRA compliance matters.

 

Melanie Borho-Persechini

 

Melanie Borho-Persechini, CPA, CA

Partner, BDO Canada LLP

As a partner at BDO Canada LLP, Melanie Borho-Persechini has more than 19 years of experience specializing in NFP organizations, foundations, and associations. Melanie is the co-leader of BDO’s GTA NPO Industry group, and is a member of CPA Canada’s Not-for-Profit Annual Guide Advisory Committee. She also served as the treasurer of The Mississauga Food Bank for six years. Melanie has presented on various topics including financial literacy, fraud and prevention methods, and board governance training.

 

Robert Bull

 

Robert Bull, CPA, CA

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

Rob Bull has been delivering complex financial advisory, assurance, and risk management services to the public sector for 20 years. Having held progressively senior roles in the UK Government, PwC (UK and Canada), and the Ontario health system, Rob eventually joined Southlake in 2014. He has since helped establish the hospital as a national leader in innovation and value-based procurement. Rob is a sought-after speaker on topics that range from health system funding reform to digital health initiatives.

 

Anne Connelly

 

Anne Connelly

Singularity University Faculty; Expert, Cryptocurrency & Blockchain

Anne Connelly is passionate about harnessing blockchain and decentralized technology to transform the lives of people in developing countries. She teaches global leaders how exponential technologies can solve problems that affect over a billion people. The founder of Trust Graphic Novels, she is also writing a graphic novel on the blockchain impact. Anne was named one of CBC’s "12 Young Leaders Changing Canada,"" and is one of the "Fifty Most Inspirational Women in Technology in Canada."

 

Jeff Doran

 

Jeff Doran

President, CCEOC Inc.

Jeff Doran has been helping companies develop corporate culture and improve customer experience for more than 30 years. As Founder and President of CCEOC Inc., he provides culture-building and employer-branding services to clients like FedEx, ING Direct, and CIBC. Services include the “Employer of Choice” market sector awards as well as the Contact Center Employer of Choice certification program. A sought-after speaker and author, Jeff has presented at many leading industry events over the years.

 

Arti Freeman

 

Arti Freeman

Lead, Innovation and Impact, Ontario Trillium Foundation

Arti Freeman is a grantmaker, capacity builder, knowledge mobilizer, and certified change practitioner. Her work in the public and nonprofit sectors over the past 25 years has led to the development of global and provincial leadership and granting programs, as well as the implementation of business process improvements and enterprise-wide strategies. Most recently, as Strategy Lead at the Ontario Trillium Foundation, Arti supported the Foundation’s transition to its new investment strategy.

 

Laura Gay

 

Laura Gay, CPA, CA

Partner & Not-for-Profit Specialist, Stern Cohen Accountants

Laura Gay is passionate about the not-for-profit industry and it shows. As a Stern Cohen partner and the leader of her firm’s Not-for-Profit Practice, Laura works exclusively with not-for-profit and charitable organizations in Ontario. She presents at industry-leading conferences with the goal of helping Canadian nonprofits succeed and thrive. A not-for-profit board member, Laura is currently the Chair of the Finance and Audit Committee of ALS Canada, a national charity.

 

Kyle Hulme

 

Kyle Hulme, CPA, CA

Vice President, Strategy & Operations & National Digital Strategy Lead, BDO Canada LLP

Kyle Hulme is BDO Canada’s National Lead of Digital Strategy, and has more than 11 years of experience in advisory consulting services. Kyle helps clients achieve their business goals and objectives by bridging the gap between where they are today and where they want or need to be tomorrow. Kyle concentrates his efforts in creating business strategies, evaluating and assessing financial and operational performance, and managing the people-side of organizational change.

 

Dr. Ivan Joseph

 

Dr. Ivan Joseph

Vice Provost, Student Affairs, Dalhousie University; Award-Winning Performance Coach; Leadership and Cultural Transformation Expert

Dr. Ivan Joseph is a consultant, speaker, and writer. He published the 2017 book, You Got This: Mastering the Skill of Self-Confidence and delivered the TEDx Talk, The Skill of Self-Confidence, which gained close to 14 million views on YouTube. Ivan’s lectures draw from his career as a successful athletic director — he is regularly called on to support national team programs, and under his coaching, the Canadian men’s basketball team won the country’s first ever FIBA Under-19 Basketball World Cup.

 

Nick Kindler

 

Nick Kindler

Co-Founder & Executive Speaker Coach, Talk Boutique

Nick Kindler is a former actor, teacher, and comedian turned keynote speaker and communications coach. An eternal entrepreneur, Nick opened his first coaching practice, Kindler & Company, in 2013. Two years later, he co-founded Talk Boutique, a speaker development, speaker representation, and event curation company. Nick has worked as the Director of Programming at TEDxToronto, and was instrumental in bringing SingularityU to Canada, where he is now a member of the Canadian executive team.

 

Stephen McCourt

 

Stephen McCourt, CPA, CA

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

Stephen McCourt is an audit partner and the Canadian national not-for-profit industry leader. His primary focus is addressing the needs of clients with public accountability, including public companies and not-for-profit organizations. Stephen also serves several of his firm’s mining industry clients, and has a deep understanding of the reporting obligations, regulations, and trends in the industry. He has also taken on the role of instructor, presenter, and seminar chair at various accounting conferences.

 

Paul C. Nazareth

 

Paul C. Nazareth

VP, Education & Development, Canadian Association of Gift Planners (CAGP)

A philanthropic leader and advisor, Paul Nazareth sits on the board of several Ontario charities and speaks regularly at professional advisor gatherings. He is also involved in philanthropic education and learning, and is a national faculty instructor with CAGP and the Knowledge Bureau. With over 19 years of experience in Canada’s philanthropic sector, Paul writes on the topic for a variety of publications and appears on national television to speak about creating a personal legacy through charitable work.

 

Jan Pedder

 

Jan Pedder, CPA, CMA

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

Jan Pedder is an Associate Partner at EY, and has specialized in Canadian indirect taxes for more than 20 years. He provides advisory services, risk reviews, planning assistance, and recovery reviews to clients in many sectors and industries — however his focus is on the not-for-profit sector. Jan is a regular speaker at events, and has presented at the CPA Commodity Tax Symposium on several occasions. He also writes for the Symposium and other publications, including Commodity Tax News.

 

Pamela Steer

 

Pamela Steer, FCPA, FCA, CFA

Chief Financial Officer, Payments Canada; 2019 Canada’s CFO of the Year

As CFO, Pamela Steer oversees the financial and corporate planning functions at Payments Canada. Previously, she was CFO and Head of Finance and Employer Services at one North America’s largest insurance organizations. She is a member of the global advisory council for the Accounting for Sustainability Project (A4S) under The Prince of Wales’s Charitable Foundation, and a founding member of the Canadian chapter of the A4S CFO Leadership Network. In 2019, Pamela was awarded Canada’s CFO of the Year.

 

Cathy Taylor

 

Cathy Taylor

Executive Director, Ontario Nonprofit Network

Cathy Taylor has been working in the nonprofit sector for 20 years, during which time she spent more than a decade as founding Executive Director of the Volunteer Centre of Guelph/Wellington. Cathy is passionate about collaboration and leadership in her sector, and works alongside colleagues 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.

 

Erica Teklits

 

Erica Teklits, FCPA, FCA

Partner, BDO Canada LLP

With over 25 years of experience as a partner at BDO Canada LLP, Erica Teklits provides auditing, accounting, and advisory services to NFP organizations. She has served as BDO’s National Industry Leader for the Not-for-Profit industry for the past eight years, and spent two years on the AcSB Not-for-Profit Advisory Committee. Erica was recently appointed to the Accounting Standards Oversight Council, and is the Chair of the Community Foundation of Mississauga and Etobicoke Services for Seniors.

 

Warren Weeks

 

Warren Weeks

Media Training Coach, Conference speaker, Podcast Host & Entrepreneur

Warren Weeks sold his first newspaper at the age of five. He was Wayne Gretzky’s PR handler for a day in 1998. In 2010, he started the viral social media campaign to get former NHL coach Pat Burns into the Hockey Hall of Fame. And for the past 16 years, he’s operated his own media relations business, working with clients like Shopify and Manulife. Over the years, Warren has also worked on a number of high-profile crises, including several North American bankruptcies and the infamous Walkerton E. coli crisis.

 

Betty Ferreira

 

Betty Ferreira

FCPA, FCMA, CEO and Principal Foresight and Impact Strategist and Speaker of ReStructure and Goodcasting

Betty Ferreira, FCPA, FCMA is the CEO and Principal Foresight and Impact Strategist and Speaker of ReStructure and Goodcasting. Betty’s purpose is to inspire government, corporations and non-profits to adopt business models, values and mindsets that will accelerate a future of good for humanity. She is currently writing a book on foresight, AI and humanity for leaders of social impact organizations. Betty is also the founder and volunteer co-producer of the CPA Ontario Not-for-Profit Conference and the founder and sole instructor of the CPA Ontario Not-for-Profit Finance Leadership Certificate program. Betty has a master’s certificate black belt Lean Six Sigma and is a member of the Chartered Professional Accountants of Ontario since 2013. She received the designation of Fellow of the FCPA, FCMA in 2018.

  • $395.00

    Student Tickets

  • $565.00

    Member Tickets

  • $565

    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.

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