​​​​​​​Financial Webinar Series

Financial Webinar Series

The Association of Family Health Teams of Ontario presents a financial webinar series open to AFHTO Members and non-members.

Title

Agenda

Date and time

Presenters

Price

Financial webinar complete series (all 6 sessions)

April 2019 to March 2020

$300       Member

$400       Non-member

[ Registration closed ]

Purchase the complete series here

Understanding Financial Statements

• Key concepts in understanding financial statements
• Importance of internal controls in financial reporting, including fraud risks

Wednesday, April 17, 2019 12:00pm – 1:00pm

Lindsay Royston, CPA, CA

Manager, Grant Thornton LLP

$75         Member

$100       Non-member

[ Registration closed ]

Purchase individual webinar recordings here

Lindsay Royston is a veteran of managing low risk charity and not-for-profit organization audits. She has over 11 years of public accounting experience providing assurance, corporate tax compliance, sales tax compliance and business advisory services. With each audit Lindsay is known for delivering not only the expected deliverables, but also probing to identify inefficiencies to save valuable time and effort.

Considerations for Primary Care Teams as a Not-for-Profit Corporation

• Role of a Board Member
• Ontario Not-for-profit Corporations Act
• CRA’s Risk Identification Project
• Corporate tax filing requirements – HST, T2 and T1044 Not-for-Profit Information Returns

Wednesday July 17, 2019

12:00pm – 1:00pm

Melanie Dugard, CPA, CA

Principal, Grant Thornton LLP

Armando Minicucci

Partner, Tax Services

Grace Caputo

Senior Manager, Indirect Tax

$75         Member

$100       Non-member

[ Registration closed ]

Purchase individual webinar recordings here

Melanie Dugard is a senior member of Grant Thornton’s NPO Social Services subsector group and has a growing niche practice focusing on government (primarily MOHLTC and LHIN funded organizations). She has 23 years of business advisory and assurance services and works with her clients on best practices for financial reporting, internal controls and governance. Melanie leads the audit of the Association of Family Health Teams of Ontario as well as several primary care teams in southern Ontario

Fraud revealed

• Real-life stories at charities and NPOs and how to protect your organization
• Consider awareness, prevention, detection and best practices

Wednesday September 11, 2019

12:00pm – 1:00pm

Sandy Boucher

Grant Thornton LLP            

$75         Member

$100       Non-member

[ Registration closed ]

Purchase individual webinar recordings here 

A seasoned investigator with 35 years of experience, Sandy Boucher joined the forensic and disputes resolution group of Grant Thornton in 2009, and currently leads the National Cybersecurity practice.  This rapidly growing team provides support to organizations in assessing their cybersecurity risk, helping them to remediate their cyber programs and responding to data breaches and other cyber-attacks.  The Grant Thornton cybersecurity forensics team has been selected for a number of breach response panels by global insurance firms and has assisted organizations to tackle varying cyber security incidents.  Sandy’s experience in leading and managing these files has underlined the problems that cause them, and highlighted to him the need for a plain language approach to the issue.  He is a regular speaker on cyber security issues exposing the myths and misconceptions that are preventing organizations from dealing effectively with cybersecurity risk and using real case studies to demonstrate this. 

Before joining Grant Thornton, Sandy worked in both the public and private sectors. Starting his career with the Royal Hong Kong Police, where he worked for 12 ½ years attaining the rank of Superintendent, Sandy specialized in Asian organized crime, narcotics and money laundering investigations. Sandy came to Canada and joined the private sector in 1995. He is a specialist in fraud and corruption investigations, asset tracing and recovery, and managing investigations.  Sandy works on detecting and preventing fraud and corruption and divides his time between investigating such cases and advising organizations on how to prevent them from occurring. He has led and conducted a wide range of investigations including a number of high-level corruption probes and has testified around the globe in both civil and criminal courts.

Cyber Security and Data Breaches – How vulnerable are you?

• Key statistics
• Data breaches and fraud
• Information security challenges
• Targeted attacks and penetration testing
• Security policies and procedures

Wednesday November 20, 2019

12:00pm – 1:00pm

Mohamed Elghazouly

Grant Thornton LLP

$75         Member

$100       Non-member

[ Registration closed ]

Purchase individual webinar recordings here

Mohamed is a Senior Manager, Cybersecurity in Southern Ontario Business Unit with over 20 years of IT and security experience, across various industries. As a Cybersecurity Professional, Mohamed has led projects to evaluate and remediate security requirements in different industries.

• Led several projects to assess the environment against International Standards.
• Led many Threat and Risk Assessments (TRA) and Privacy Impact Assessments (PIA) for various organizations.
• Led many Vulnerability Assessment and Penetration Testing Projects for different industries. 
• Led and conducted different assessments in compliance with Privacy and Security Regulations.
• Assessed hundreds of high risk 3rd party service providers to the banking industry according to regulations and standards.
• Developed Cybersecurity Governance and Roadmaps for various industries.
• Implemented Governance, Risk and Compliance solutions to enable the Security and Risk Management.
• Established and led IT and Technical Audit Practice for different industries and organizations.

Preparing for Audit

• Auditing and Accountability (financial reporting, FAC, external auditors responsibilities, financial controls)

Wednesday January 15, 2020

12:00pm – 1:00pm

Melanie Dugard, CPA, CA

Principal, Assurance Services,Charities and Not-for-profit organizations 
 

Grant Thornton LLP

$75         Member

$100       Non-member

[ Registration closed ]

Purchase individual webinar recordings here

 Title

Agenda

Date and time

Presenters

Price

The Art of Doing More with Less

• Operational improvement is not just a for-profit option
• Considerations in improving processes to affect performance

Wednesday March 18, 2020

12:00pm – 1:00pm

Christy McClelland

Sanjay Desai

Grant Thornton LLP

$75         Member

$100       Non-member

[ Registration closed ]

Purchase individual webinar recordings here

Christy McClelland is a Senior Manager at Grant Thornton within the Privately Held Business group in the Northern Ontario Business Unit. As both a CPA and a Certified Risk Manager, Christy has advised both private and public sector clients since her transition into Grant Thornton from a successful 20-year career in healthcare.  In both healthcare and advisory services, over the course of her career Christy has honed skills in all areas of business management – including financial and human resources management, process improvement, KPI-setting and performance management.   Moreover, Christy has a toolkit to turn strategies into reality based on years of experience developing and operationalizing strategic plans and implementing Enterprise Risk Management.

Prior to her time at Grant Thornton, Christy spent 20 years as the Senior Director of Corporate Services at a healthcare organization in Ontario where she gained valuable experience “doing more with less” each year.  Christy understands and has lived balancing budget pressures with client service needs and integrating the corporate and client sides of an organization into any solution.  Christy’s budget responsibilities were in excess of $50 million and the organization serviced over 4000 clients per day.

Sanjay Desai is a Partner at Grant Thornton within the Business Consulting and Technology Practice. Sanjay and his team have significant experience working in the public sector including charities, not for profit organizations, municipal government, crown corporations, healthcare, utilities, schools and first nations work. Drawing on his prior experience as a lawyer, senior executive and consultant, Sanjay brings a high level of leadership and expertise to business transformation projects in areas that include transformation with technology, digital solutions, process improvement, benchmarking performance, organization redesign and new ways to deliver or monetize services.

Between 2002 and 2010 Sanjay spent 8 years working in an Executive Team leadership and signing officer role with a private company implementing complex technology in the public sector throughout USA/Canada/UK, where his projects ranged in size from $20,000.00 CAD to plus $20,000,000.00 CAD.  Between 2010 and 2018, Sanjay built a consulting practice that was acquired by Grant Thornton.