CCPAA SEMINAR

Non-profit Organizations: Accounting and Legal Issues

Are you interested in working for a Non-profit organization such as a university, a children foundation, or a professional association? Do you provide professional services to Non-profit organizations, government or charities and want to know more about the related in-depth issues? Are you running or planning to form a Non-profit organization for the public interest and wish to understand the unique legal and financial matters?

Canadian-Chinese Professional Accountants Association (CCPAA) has proudly invited Cliff Goldfarb and Brian Wynn, partners from Gardiner Roberts LLP and Danzel Pinto, manager from Grant Thornton LLP to share with us their expertise and experience.

The seminar will address the following relevant topics for the non -profit and charitable sectors, including:

Transitioning to ASNPO: Decisions, decisions, decisions

Statutory reform

How we got to the current state of the law
Key features of the ONCA
How not-for-profit organizations will be affected by the ONCA
Differences between a charity and other not-for-profit organizations

Review of potential issues

Public benefit, soliciting and other types of corporations
Voting and non-voting members, and class votes
Directors and Officers qualification
Audit and accounting issues
Member Proposals and Advance Notices
Next steps

Steps to take before and after the enactment of the ONCA
CNCA corporations requirement to continue
Indemnification and D&O insurance
Creditor proofing
Alternative options

Date, time and agenda:

June 23, 2013 Sunday from 1:00PM to 4:00PM

1:00PM to 1:30PM– Registration

1:30PM to 2:30PM– Theme Presentation I

Transitioning to ASNPO: Decisions, decisions, decisions

Danzel Pinto, manager from Grant Thornton LLP who specializes in NPO.

2:40PM to 3:40PM– Theme Presentation II

General Overview of Not-For-Profit

Cliff Goldfarb and Brian Wynn Gardiner Roberts LLP

3:40PM to 4:00PM – Networking

Venue:

Northern District Public Library, Meeting room 200

40 Orchard View Blvd., Toronto,

ON M4R 1B9 (Close to Intersection Young St. and Eglinton Ave.)

Theme Speakers:

Danzel Pinto

Manager, Assurance Services, Grant Thornton LLP

Danzel has over 5 years of experience in business advisory and assurance services and his practice is focused primarily on NPOs ranging from charities to associations to private clubs. Danzel is an active member of Grant Thornton’s NPO specialty team, including the Charities, Private Club and Association subsectors. Danzel also organizes bimonthly meetings of Grant Thornton team members to provide a forum to discuss issues impacting NPOs. Outside of client work, Danzel has a passion for community involvement, including volunteering for the United Way and Parkinson Society Canada and organizing Grant Thornton’s participation and fundraising efforts for the Ride for Juvenile Diabetes for the Greater Toronto Area. He is also the leader of the youth program at his church.

Cliff Goldfarb

Partner, Gardiner Roberts LLP

With extensive experience in not-for-profit and charitable organizations, corporate and commercial law and commercial real estate, Cliff provides his clients with the benefit of his broad range of legal knowledge.

Cliff is practice leader for Gardiner Roberts LLP Non-Profit and Charities Law group. He acts for non-profit and charitable organizations. He counsels boards of directors on procedural matters, contracts, employment matters, business activities, grant applications, taxation and regulatory compliance.

Cliff also works with charitable donors and their advisors. Cliff is the winner of the 2012 AMS/John Hodgson Award of the Ontario Bar Association Charity & Not-for-Profit Section.

As a business advisor, he acts for public and private companies, partnerships, joint ventures, entrepreneurs and professionals, assisting them in all aspects of their establishment, financing, relationships, business activities and succession.

Cliff is a recognized expert in commercial leasing, advising clients on a broad range of lease negotiations. He also acts on the acquisition and financing of commercial properties.

In addition to his three primary areas of practice, Cliff assists clients with wills, trusts and estate planning and administration, and is a registered trademark agent.

Brian Wynn

Partner, Gardiner Roberts LLP

Brian Wynn provides counsel to a broad range of commercial, non-profit, entertainment and media clients.

As corporate counsel he advises on all stages of growth with experience drafting and negotiating shareholders’ agreements, joint-venture contracts and secured financing materials for domestic and international transactions.

As counsel to a major entertainment, sport and recreation insurance underwriter, Brian is one of a select few lawyers in North America to act as a clearance attorney specializing in copyright and trademark infringement, privacy, right of publicity, unfair competition and defamation matters. He also advises numerous producers, writers and directors in various media ventures. Acting as an investigator or mediator, Brian has also assisted in the dispute-resolution process with his specialized knowledge of film production and financing structures.

At the Schulich School of Business, York University, he lectures on the Legal Aspects of Media and Entertainment.

Brian is also active in the growing not-for-profit sector, both in the arts and in the sport/recreation field. He is counsel to Ontario’s two major sport and recreation coordinating agencies and is on the board of Ovarian Cancer Canada. He consults on risk management and liability for sport and recreation professionals.

Language: English

CPD Credit/Hour: 1.5hours

Fees: CDN$10/each guest (non-CCPAA Member) participant, CCPAA member free.

Seat limitation and enrolment:

Max limit of space: 60 persons. R.V.S.P. but no later than June 20, 2013 (Thursday) to onconference@ccpaa.ca. Visit www.ccpaa.ca to get more information. Please call us at 647-785-8059 if you have any question.

*Online enrollment is available. http://www.ccpaa.ca/index.php?route=information/event

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