Webinars

 
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Directors Source webinars are a free service for members and companies using Directors Source. Register on the Directors Source website to receive notification of upcoming webinars.

Topics center around board of director and governance-related issues. The format is a 40 minute presentation by a featured speaker, followed by 20 minutes of Q&A.

Click the link(s) below to register for future webinars.

May 27, 2015
Cleaning up Corruption: Anti-Bribery and Corruption
Speakers: Kelly Ohayon, CPA, CA, MBA, CIA, CRMA and Sarah MacGregor, CPA, CA•IFA, CFE, CFF

Session Description:

This webinar will focus on: the perceptions and realities of corruption; what the Corruption of Foreign Public Officials Act is; enforcement trends (national jurisdiction, elimination of facilitation payments, RCMP Enforcement Exclusivity, broad definition of “business”, increased sentences for individuals, books and records offences); corporate accountability in anti-bribery and corruption; and elements of a successful anti-bribery and corruption strategy.

Registration link:
Cleaning up Corruption: Anti-Bribery and Corruption


May 20, 2015

Questions Directors of NFP Organizations Should Ask About Social Enterprise
Speaker: Andrew Valentine, LLB

Session Description:

Social enterprise is a growing sector in Canada. More and more organizations in the not-for-profit (NFP) sector are looking to social enterprise as a promising new vehicle for the pursuit of social goods and as a way of moving the voluntary sector away from dependence on public donations and government grants. The combination of social objectives, businesslike activities and private investment presents exciting new possibilities for both the funding and pursuit of socially beneficial goals.

However, with the new possibilities of social enterprise come new challenges. Directors of an organization conducting a social enterprise need to understand the particular challenges, responsibilities and issues that are unique to this form of activity.

You will learn about:

  • providing directors with a better understanding of the issues they will face
  • the steps directors can take to meet these challenges

Registration link:
Questions Directors of NFP Organizations Should Ask About Social Enterprise


March 12, 2015

Governance for Not-for-Profit Organizations: Questions for Directors to Ask
Speaker: Lyn McDonell, CAE, C. Dir., CMC

Session Description:

Are you a director on an NFP board? Do you understand your role in the oversight of the NFP organizations you serve? What questions should you ask to assure yourself that your NFP’s governance framework and supporting processes are effective and suit the organization’s particular needs, resulting in an NFP that is productive, accountable and delivers on its mission?

This free 90-minute event will help board directors of NFP organizations understand how to ensure the NFP’s they serve are equipped with a good governance framework.

You will learn about:

  • fiduciary duties related to oversight for boards and individual directors
  • the legislative requirements and environment
  • designing and implementing the governance framework
  • getting the board dynamics right
  • tools for effective board dynamics
  • ongoing monitoring, learning and improvement
  • governance models in the NFP sector
  • sample mandates for board committees

Registration link:
Governance for Not-for-Profit Organizations: Questions for Directors to Ask


June 27, 2014
Canada’s Anti-Spam Law (CASL) - it's here and it's not just spam!
Speakers: Jennifer E. Babe, L.L.M. and Susan Manwaring, L.L.B.

Session Description:

CASL applies to businesses and not-for-profits carrying out legitimate electronic communications in the course of commercial activity. It requires the third party's consent to receipt of your “commercial electronic messages” as of July 1, and to receipt of your software downloads as of January 15, 2015. CASL imposes personal liability on officers and directors and vicarious liability on corporations for acts of employees and agents. This session will discuss the new anti-spam legislation and its possible impact on your business.

Registration link:
Canada’s Anti-Spam Law (CASL) - it's here and it's not just spam!


October 30, 2013
Special Committees: Bulletproofing Your Process
Speakers: Bill K. Orr and Aaron J. Atkinson

Session Description:

In this era of increased scrutiny on board governance and decision-making processes, directors are often well-advised to consider establishing a special committee of disinterested directors to review key corporate decisions. Independent oversight by a properly constituted and independently advised special committee of directors can be of substantial value in the event that a board's decisions are ever challenged before a court or regulatory authority. William K. Orr and Aaron J. Atkinson, who have advised special committees in a number of high-profile transactions in recent years, will discuss the role of special committees with a particular focus on potential lessons to be drawn from their experience.

Registration link:
Special Committees: Bulletproofing Your Process

October 23, 2013
IT Governance and the Board of Directors
Speaker: Gary Baker, BBA, CPA, CA, CGEIT

Session Description:

Is your Board struggling to provide effective governance over the organization’s use of IT? You are not alone! The ability of Board’s to provide effective governance of IT continues to be a struggle. Complexity, available time, lack of experience are just some of the more common contributing factors to this dilemma affecting many organizations. With the growing importance of technology in virtually all business initiatives, we simply have to get better at providing effective governance of IT matters. This webinar, focussed at Directors, will provide you with practical insights that you can apply today to ensure you are “asking the right questions” and your Board is appropriately involved in the important IT decisions facing your organization.

Registration link:
IT Governance and the Board of Directors

July 19, 2012
20 Questions Directors Should Ask about Strategy
Speaker: Kenneth William Smith
Sponsor: Robert Half Finance & Accounting

Session Description:

The strategy of a company and its implementation are key to the company's success and its effect on stakeholders. Yet there is a wide range of views on the board's role in strategy. On one extreme, some view strategy as the primary role of the board and describe management's role as simply strategy implementation. The other extreme is a view that strategy development is entirely management's role. However, regardless of how the task of strategy development is delegated, the board is ultimately responsible for the direction of the company.

This webinar will review questions that directors may ask to focus thought and discussion on key strategic choices and associated risks. Dr. Smith will review the background of the board's role in strategic decision making and discussion of best practices.

Registration link:
20 Questions Directors Should Ask about Strategy


July 11, 2012
Shareholder Engagement
Speaker: Andrew J. MacDougall
Sponsor: Robert Half Finance & Accounting

Session Description:

Shareholder communications is a fundamental and long-standing aspect of the board's fiduciary oversight responsibility. Directors are obligated to provide shareholders with the information they need to reach reasoned decisions on corporate governance matters and issues of fundamental importance to the company's future. However, boards are under pressure to engage more frequently and meaningfully with shareholders and provide more information to shareholders and other stakeholders on how the business is run.

This webinar will highlight the regulatory, policy and social trends toward increased shareholder engagement and the related benefits and risks. It will also review strategies and techniques to enable boards to engage with their shareholders more effectively and efficiently.

Registration link:
Shareholder Engagement


May 11, 2011
What Directors Need to Know about Codes of Conduct
Speaker: Michael Gunns
Sponsor: Robert Half Finance & Accounting

Session Description:

Directors' oversight role includes assuring themselves that the organization's culture and business behaviour is characterized by sound ethical practices. This webinar, based on the CICA document 20 Questions Directors Should Ask about Codes of Conduct (2nd Ed) will provide a practical methodology to help directors assess their present approach to formulating or revising Codes of Conduct and to overseeing the implementation of these Codes throughout organizations for which they are responsible.

Recently updated to reflect new best practices and regulatory developments, the webinar will provide practical examples along with suggested questions for directors to ask the CEO, senior management, professional advisors — and themselves.

Archive link:
What Directors Need to Know about Codes of Conduct


January 11, 2011
Producing Financial Information For Canadian Capital Markets
Speakers: Laurie Woodruff, FCA and David Stephen, CA
Sponsor: Robert Half Finance & Accounting

Session Description:

This webinar will inform participants about the recent CICA publication Producing Financial Information For Canadian Capital Markets, available to be downloaded at www.cica.ca/pfi. In an increasingly complex business environment and ever-changing standards & regulations, a reliable financial information production process needs all the parties to work together in an atmosphere of respect and cooperation, while recognizing their separate and distinct roles. This publication summarizes the key elements of that process, including the roles and relationships of the parties.

Project leaders David Stephen, CA and Laurie Woodruff, FCA will present this session. In addition to highlighting some aspects of the process and the relationships between the parties, they will consider how the material can be used by various stakeholders, particularly educating those new to the financial reporting process. David and Laurie are also very interested in hearing how you might use the material.

Archive link:
Producing Financial Information For Canadian Capital Markets


December 7, 2010
Financial Literacy For Audit Committees - What Does This Really Mean In An IFRS World?
Speaker: John Hughes, CA
Sponsor: Robert Half Finance & Accounting

Session Description:

The obligation to be "financially literate" is a core requirement for Audit Committee members of non-venture issuers. The basic obligation does not change for Canadian companies after they make the transition to IFRS, but the steps required to meet and maintain the financial literacy standard may change dramatically. The session discusses this requirement, sets out some of the challenges of IFRS, and provides practical suggestions for committee members in addressing these challenges and managing the related risks.

Archive link:
Financial Literacy For Audit Committees - What Does This Really Mean In An IFRS World?


March 30, 2010
Board Recruitment, Development and Assessment for Not-for-Profit Organizations
Speaker: Richard Leblanc, CMC, JD, LLB, MBA, LLM, PhD
Sponsor: Robert Half Finance & Accounting

Session Description:

To earn and maintain the trust of their communities and stakeholders, not-for-profit organizations must be governed by an effective board of directors.This involves:

  • selecting the right people to sit on the board;
  • providing orientation and ongoing director development; and
  • assessing the performance of the board, board committees and individual directors.

The CICA's Risk Oversight and Governance Board, through its Not-for-Profit Task Force, has developed a resource to help directors of not-for-profit organizations meet this challenge.

The document, 20 Questions Directors of Not-for-Profit Organizations Should Ask about Board Recruitment, Development and Assessment, presents questions that directors should ask of management or themselves. The "answers" or comments that accompany the questions summarize current thinking on the issues and practices of not-for-profit governance.

The document, along with some best practices for building an effective not-for-profit board, will be presented by Richard Leblanc, Associate Professor of Law, Governance & Ethics at York University.

Archive link:
Board Recruitment, Development and Assessment for Not-for-Profit Organizations


December 8, 2009
IFRS and the Board/Audit Committee
Speakers: Marion Kirsh, FCA and Alex Guertin, CA, MBA
Sponsor: Robert Half Finance & Accounting

Session Description:
This webinar will provide insight into the scope and nature of Board and Audit Committee members' involvement in the IFRS transition. Directors and Audit Committee members have a critical oversight role in ensuring organizations are effectively managing their changeover to IFRS, including the related risks and controls. Participants will gain an understanding of what the Audit Committee should expect from management during the IFRS transition. This webinar will cover the IFRS disclosures and preparations that companies should be making, including those disclosures outlined in CSA Staff Notice 52-320, Disclosure of Expected Changes in Accounting Policies related to Changeover to International Financial Reporting Standards.

Archive link:
IFRS and the Board/Audit Committee


June 15, 2009
Directors’ and Officers’ Liability Indemnification and Insurance
Speakers: Richard J. Berrow, B.A., LL.B. and Brian Rosenbaum, LL.B.
Sponsor: Robert Half Finance & Accounting

Session Description:
Directors face a range of legal exposures in respect of their association with and fiduciary duty to a corporation. They increasingly look to the state of their indemnities and insurance and to their professional advisors for assurances that they have an appropriate level of protection in place. Boards are well advised to take an active interest in their corporation’s provisions for indemnification and insurance for directors' and officers' liability.

The Risk Management and Governance Board of the CICA has prepared a document to help directors understand the protection available to them under corporate indemnification and directors’ and officers’ insurance. The document, 20 Questions Directors Should Ask About Directors’ and Officers’ Liability Indemnification and Insurance, discusses indemnification, insurance coverage, and insurance claims, and provides questions that directors may ask the CEO and their professional advisors to ensure that they fully understand the protection available to them.

While the document is primarily directed towards corporate boards, there will also be a discussion of some particular issues faced of directors of not-for-profit organizations.

Archive link:
Directors’ and Officers’ Liability Indemnification and Insurance


May 29, 2009

What NPO Directors Should be Asking about Risk in their Organizations
Speaker: L. Robin Cardozo, FCA
Sponsor: Robert Half Finance & Accounting

Session Description:
Now, more than ever, the issue of risk is top of mind for directors of not-for-profit organizations. Risk is anything that affects an organization’s ability to meet its objectives and preserve its reputation, and it is a reality for every organization.

The CICA’s Risk Management and Governance Board, through its Not-for-Profit Task Force, has developed a resource to help directors of not-for-profit organizations understand their responsibility for the oversight of risk. The document, 20 Questions Directors of Not-for-Profit Organizations Should Ask about Risk, presents questions that directors should ask of management or themselves. The “answers" or comments that accompany the questions summarize current thinking on the issues and practices of not-for-profit governance.

The document, along with some best practices for the oversight of risk in the not-for-profit context, will be presented by Robin Cardozo, Chief Executive Officer of The Ontario Trillium Foundation and a member of the CICA’s Not-for-Profit Organizations Task Force.

Archive link:
What NPO Directors Should be Asking about Risk in their Organizations