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Wednesday, February 17th & Thursday, February 18th, 2010 | The Sutton Place Hotel | Toronto, ON
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7th Annual Foundation, Endowment & Not for Profit Investment | Workshops
 
 
A: Bill C-4 Is Coming: How To Prepare For The Impending Change

As soon as Bill C-4 becomes law it will undoubtedly revolutionize the not for profit sector. Many organizations are already preparing for this change but there still exists a fair amount of confusion as to what the overall effects of this legislative reform will be.

This half-day workshop is designed to provide you with the strategies you need to integrate into your investment plan to ensure the smoothest transition is made. Government relations will take on a whole new meaning under this legislation and it is imperative that you know what to expect. This interactive workshop will quickly bring you up to speed on key points of Bill C-4 as well as provide you with the latest thinking and tools to meet the heightened expectations of financial and investment
managers of nonprofit organizations and foundations.

Develop strategies to:

• Understand the thinking behind Bill C-4
• Develop a plan of action to prepare for change
• Reassess your organizational structure
• Identify potential areas for non-compliance
• Integrate a financial investment plan
• Communicate with boards, committees, employees and donors
• Maintain and monitor the necessary changes
• Assess the cost of implementation

At the end of the workshop you will come away with a better understanding of how Bill C-4 will effect your organization and how to ensure a plan is in place to properly adapt.

About your workshop leader:


Victoria Prince,
Partner,
Borden Ladner Gervais (Toronto)
Anna C. Naud,
Associate,
Borden Ladner Gervais LLP (Toronto)
 
 
 
 
B: Nonprofit Investment Compliance 101

In the current economic climate it is more important than ever to have a thorough understanding of the legal issues surrounding nonprofit investment. Many organizations are experiencing rude awakenings to legal problems that could and should have been avoided.

This half-day workshop is designed to provide you with the strategies you need to ensure your organization has the sound legal framework necessary for success. All corners, from the fundamentals to emerging legal issues, will be covered and tailored to current nonprofit investment. This interactive workshop will provide all you need to know about nonprofit investment legal compliance.

Develop strategies to:

• Guarantee compliance
• Ensure efficient organizational framework
• Identify potential areas of non-compliance
• Work effectively within regulations
• Meet the expectations of your donors
• Maintain and monitor necessary changes

At the end of the workshop you will come away with a complete and thorough understanding of nonprofit legal compliance.

About your workshop leader:

Susan Manwaring,
Partner,
Miller Thomson, LLP

 
 
     
Register for our limited spaces by calling 1-866-298-9343 or emailing registrations@strategyinstitute.com today.
 
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