C.A.L.L. Charities Accounting and Legal Lessons Day 2

C.A.L.L. Charities Accounting and Legal Lessons Day 2

Arts Court
2 Daly Avenue, 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 2: November 2, 2017

    Ottawa Central

    Arts Court
    2 Daly Avenue, Ottawa

    Register for November 2, 2017

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

    Presentations

    Sharon Diamond — Ottawa Arts Council

    Opening Remarks

     

    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.

    Leslie Milton — Accountant, Associate Partner, GGFL Chartered Accountants

    Financial Literacy for Executive Directors and Board Members: What You Need to Know

    Learn the ins and outs of financial statements, the liability concerns you face as a Director and what you can do to mitigate them, as well as the different types of engagements, and discover the benefits of an audit with Leslie Milton, Associate Partner, GGFL.

    Adam Aptowitzer — Lawyer, Partner, Drache Aptowitzer LLP

    How to Avoid an Audit and How to Deal With One When it Happens – A lawyer’s perspective

    Audits are conducted by a series of legal rules. Charities need to know the rules of the game by which they are being investigated – especially when the consequences of an audit could be revocation or reassessment of your donor’s tax receipts. Adam will explain those rules.

    Sébastien Huard — Lawyer, Emond Harnden

    Bill 148: Proposed Changes to Ontario’s Labour and Employment Law. Are you ready?

    On June 1, 2017, the Ontario government introduced Bill 148, the Fair Workplaces, Better Jobs Act, 2017, which, if passed, would result in sweeping changes to labour and employment laws in Ontario. Sébastien Huard will provide an overview of the proposed changes to the Employment Standards Act, 2000 and the Labour Relations Act, 1995 and discuss some of the potential significant implications for employers.

    Register for November 2, 2017


    Day 2 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.

    Leslie MiltonLeslie Milton — Accountant, Associate Partner, GGFL Chartered Accountants

    Leslie Milton graduated from the University of Waterloo with her Honours Bachelor of Mathematics in 1985, and obtained her Chartered Professional Accountant designation in 1987. Leslie is currently one of the senior members leading Ginsberg Gluzman Fage & Levitz (GGFL) Chartered Professional Accountant’s Non-Profit Organization (NPO) services. She has extensive audit experience with various registered charities and NPOs, as well as other service industries.

    Leslie actively shares her knowledge with the community through presentations, board orientations, and articles. She has been a Board Member and volunteer for a number of local organizations, granting her additional insights other accountants may not have in the non-profit world.

    With over 25 years in public accounting, Leslie has extensive experience in the planning, supervision, and execution of assurance and non-assurance engagements for small-medium enterprises, including the related tax planning to assist the owners to achieve their personal and corporate financial objectives. Her major strengths are her organizational and analytical skills used to arrive at effective and practical solutions to problems encountered.

    Loyalty to her clients, an interest in educating them, and helping them achieve their goals are the key attributes that Leslie feels she brings to public practice.

    Adam AptowitzerAdam Aptowitzer — Partner, Drache Aptowitzer LLP

    Adam Aptowitzer practices in the areas of charity and tax law. He is a member of both the bars of Alberta and Ontario and has been writing and speaking on the topic of charity law for several years. He is also a noted speaker and has presented to the C.D. Howe Institute, York University Continuing Legal Education Program, the Legal Education Society of Alberta, the Association of Fundraising Professionals, the Canadian Association of Gift Planners and the Canadian Bar Association among others.  Adam has given expert opinion testimony on Parliament Hill and proposed the original idea which became bill C-458.  He has also appeared before the Tax Court of Canada, the Federal Court of Appeal and the Supreme Court of Canada.   Adam most recently began the 2017 school year as Associate Professor at University of Ottawa teaching a course on Charity Law and on September 12th, 2017 published a new paper with the C.D. Howe Institute.

    Sébastien HuardSébastien Huard — Lawyer/Advocat, Emond Harnden

    Fully bilingual, Sébastien has considerable experience in the public and private sectors with particular focus on municipal and federal government, health care and transportation.  A graduate of both the common law and civil law programs at the University of Ottawa, Sébastien provides counsel on judicial reviews, labour arbitration, wrongful dismissal claims, governance issues, human rights, collective bargaining, labour disputes, WSIB claims, privacy matters and Ontario Labour Relations Board and Public Service Staff Relations Board proceedings.  Sébastien also provides bilingual workplace training geared towards any level of personnel from front line staff to the highest level of management, in both small workshop groups and large seminars presentations.  / Entièrement bilingue, Sébastien possède une expérience considérable dans les secteurs public et privé, en mettant particulièrement l’accent sur le gouvernement municipal et fédéral, les soins de santé et les transports. Diplômé des programmes de common law et de droit civil à l’Université d’Ottawa, Sébastien fournit des conseils sur les examens judiciaires, l’arbitrage de travail, les réclamations de licenciement injustifié, les questions de gouvernance, les droits de l’homme, la négociation collective, les conflits du travail, les demandes de la CSPAAT, les questions de confidentialité et a la’Ontario Commission du Conseil des relations de travail et du Conseil des relations de travail dans la fonction publique de l’Ontario. Sébastien offre également une formation bilingue sur le lieu de travail en fonction du niveau du personnel du personnel de première ligne au plus haut niveau de gestion, tant dans les petits groupes d’ateliers que dans les grandes présentations de séminaires.


    Presented by

    Drache Aptowitzer LLP

    In association with

    Ottawa Community FoundationOttawa Arts Council