C.A.L.L. Charities Accounting and Legal Lessons Day 3

C.A.L.L. Charities Accounting and Legal Lessons Day 3

Cedarhill Golf and Country Club
56 Cedarhill Drive, Ottawa
Ticket price: $10
Register Now

If you run a charitable organization or sit on the board of directors, there is a good chance that the information you have to make the decisions for your charity has changed. Keep up to date and get the information you need to make the right CALL to keep your organization and charitable status safe. Join us November 1-3, 2017 for a 3-day information event.

3 days. 3 locations across Ottawa.

Get the information you need to make the right CALL for your charity.

This event will take place over 3 days at 3 different venues in various places across the city to make it easily accessible for even the busiest representative of your organization. Topics will vary slightly each day, however no two talks are the same. Come out to one session or come to them all!

Let the experts fill you in on current information your charity should know about accounting, employment law, community resources, governance and taxes.

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    Day 3: November 3, 2017

    Ottawa West

    Cedarhill Golf and Country Club
    56 Cedarhill Drive, Ottawa

    Register for November 3, 2017

    Registration: 8:30am
    Speakers begin at 9:00am

    Presentations

    Dan Brunette — Ottawa Community Foundation

    Understanding the Community Foundation

    Dan will discuss how the Community Foundation can help your organization connect, apply for grants and funds and much more.

    Karen Cooper — Lawyer, Drache Aptowitzer LLP

    By-laws: Tips and Traps

    Not-for-profit organizations most often consult their by-laws when unexpected or adverse events arise, such as membership disputes, concerns about an errant director, challenges to meeting notices, or voting issues. They are often surprised to find that their by-laws are too restrictive, outdated, do not comply with the law, or do not reflect the organization’s current practices. This session will focus on by-law best practices and how to ensure your by-laws are clear, compliant, flexible and tailored to best meet your organization’s specific needs.

    Jeffrey Miller — Accountant, Partner, GGFL Chartered Accountants

    Dealing with the CRA, and Mitigating Other Risks Charities Face

    Familiarize yourself with the potential red flags to the CRA, what they look for when conducting an audit, and learn about the greatest risks that charities face and how you can mitigate them in this information session presented by Jeffrey Miller, Partner, GGFL.

    Raquel Chisholm— Lawyer, Emond Harnden

    Myth Busting in Employment Law

    In employment law, “not knowing” can hurt you.  The truth is that the greatest risk of liability for any not-for-profit comes from its employees.  This session will dispel the top three myths in employment law so that participants will be better able to avoid these liabilities and use the law proactively to create a stable and productive workplace.  Topics will include the risks in using successive fixed term agreements and an employer’s legal obligations in the unfortunate event of a termination.

    Register for November 3, 2017


    Day 3 Speakers

    Dan BrunetteDan Brunette — Ottawa Community Foundation

    Dan Brunette is currently the Director of Development and donor Services at the Ottawa Community Foundation. Dan is also President of the Duke of Edinburgh’s Award – Gold Award Holder’s Association (Quebec), Secretary of the Bhawani Anantaraman Memorial Foundation, a member of the Kiwanis Club of Ottawa and a former director of the Cameron Highlanders of Ottawa Foundation. In addition to his volunteer and pro-bono work, Daniel has spoken on fundraising related topics at various conferences in Edmonton, Kingston, Ottawa and Winnipeg. He has also done a series of 3 webinars in French on charitable compliance and receipting, under the auspices for the Canadian Law Information Program (CLIP) and Mark Blumberg of Blumberg Segal LLP./ Dan Brunette est actuellement directeur du développement et des services des bailleurs de fonds à la Fondation communautaire d’Ottawa. Dan est également président du Prix du duc d’Édimbourg – Gold Award Holder’s Association (Québec), secrétaire de la Fondation commémorative Bhawani Anantaraman, membre du Kiwanis Club d’Ottawa et ancien directeur de la Fondation Cameron Highlanders of Ottawa. En plus de bénévola et de son travail Pro bono, Daniel a parlé de sujets liés à la collecte de fonds lors de diverses conférences à Edmonton, à Kingston, à Ottawa et à Winnipeg. Il a également fait une série de 3 webinaires en français sur la conformité et les recettes de bienfaisance, sous les auspices du Programme d’information sur le droit canadien (CLIP) et Mark Blumberg de Blumberg Segal LLP.

    Karen CooperKaren Cooper — Lawyer, Drache Aptowitzer LLP

    Karen Cooper practices charity and not-for-profit law with an emphasis on corporate and tax issues.  Ms. Cooper has been recognized as a leading expert in charity and not-for-profit law by Lexpert and The Best Lawyers in Canada.  She also has extensive speaking and teaching experience, including; presenting workshops for the Chartered Professional Accountants of Canada, as a lecturer at Carleton University School of Business and at the University of Ottawa Faculty of Common Law.  Ms. Cooper has also worked as a consultant providing advice to the Department of Justice, Environment Canada, and the former Canadian Advisory Council on the Status of Women with respect to tax policy issues, among others.

     

    Jeff MillerJeffrey Miller — Accountant, Partner, GGFL Chartered Accountants

    Jeffrey Miller is a Partner at Ginsberg Gluzman Fage & Levitz (GGFL) Chartered Professional Accountants, and has been for over three decades. In addition to being a trusted leader of the firm, he is also an active volunteer, selflessly devoting his time and knowledge to serve the community.

    Jeffrey received his Bachelor of Science degree from McGill University in 1978. He also graduated with a diploma in Public Accountancy from McGill University in 1982, beginning his career in accounting shortly thereafter. After beginning his accounting career in Montreal those many years ago, he has since achieved one of the most notable accomplishments in the field, receiving recognition as CPA Fellow (FCPA designation) from CPA Canada in 2016.

    Jeffrey is a very active volunteer who believes it is a CPA’s responsibility to take on lead roles using their professional skills to better serve our community. In addition, he is currently the auditor for a number of non-profit charities and organizations in Ottawa.

    His advice on philanthropic ventures is much sought after by both charitable organizations and high net-worth philanthropists. Jeffrey’s expertise and reputation as a professional who cares for his clients and community has made him a trusted advisor for Ottawa’s prominent businesses and entrepreneurs.

    Raquel ChisholmRaquel Chisholm — Lawyer, Emond Harnden

    Raquel Chisholm advises employers at both the Ontario and Federal jurisdictions in all areas of labour and employment law, with a particular focus on human rights, disability management, and pay equity. Raquel articled with Emond Harnden in 2003, joined the firm as an associate in 2004, and became a partner in 2014.  She received a Bachelor of Arts degree from Bishop’s University in 1992 and an LL.B from the University of Ottawa’s Common Law Program in June 2003. Raquel is a business member of the CSAE.  Raquel provides a wide variety of services including drafting employment contracts, management training, legal opinions, collective bargaining, and policy writing. She represents clients at labour arbitrations, as well as human rights hearings before the Human Rights Tribunal of Ontario (“HRTO”).  Raquel is also a member of the Ottawa Human Resources Professionals Association, the Ontario Bar Association, the Canadian Bar Association and the Canadian Association of Counsel to Employers.


    Presented by

    Drache Aptowitzer LLP

    In association with

    Ottawa Community FoundationOttawa Arts Council