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Thanks For a great conference!

A value-packed conference for non‑profits, charities and co‑operatives

Tools addresses common legal, financial and big-picture issues and provides an opportunity for connecting with others in the non-profit sector.

Tools 2014 was November 26th

Tools is presented by Iler Campbell LLP and Prentice Yates & Clark..

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Feedback from last year:

  • “Thank you so much for a worthwhile and inspiring day.”
  • “I left satisfied that I had learned a lot, with lots to follow up on, and the tools to do it. ”
  • “Great location, great topics, great presenters and great food.”
  • “The caliber of the facilitators and the mixture of backgrounds in the audience make this a must attend event.”
  • “Keep doing it!”

Contact us

Questions? Registration help? Shoot an email to info@toolsconference.ca or phone Iler Campbell at (416) 598-0103 and ask for Fraser.

Workshops
9:05

Keeping things on Track: Five Things to Remember in Managing Your Charity

Ted Hyland - East Common Room - First Floor

Presentation Handout

This session will examine the following topics of concern to your organization as a registered charity:
1.    Keeping Proper Records
2.    Completing the T3010
3.    Who’s on your board?
4.    Generating Revenue - What are the limits?
5.    Communicating with the Public about your Issues Read less

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Hoarding: Getting to the Bottom of Your Legal Responsibilities

Lauren Blumas and Elizabeth Doyle - Debates Room - Second Floor

Presentation

Get a refresher on your legal liabilities and responsibilities including your duty to accommodate under the Human Rights Code, when you discover a tenant who hoards. Read less

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Insurance: What You Need to Know

Paul Spark - Committees Room - Second Floor

Presentation

Not all insurance polices are created equal. A plain language look at Directors and Officers Liability, and General Liability insurance products. What coverages/limits are required? What coverages are optional? Learn tips on how to get the best value possible on Insurance from an independent Insurance Broker who specializes in insurance for NFP’s. Read less

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10:40

Is a Social Finance Loan for You and Your Organization?

Beth Coates - Committees Room - Second Floor

Presentation

Social Finance and Community Bonds are all “the buzz” in the non profit and charitable sectors these days. In an era of shrinking government support, financing is being looked at as a potential new tool to allow organizations to continue and potentially grow their operations. But is financing right for your organization? How do you present your case for a loan to a social or conventional lender? This workshop will provide a check list of the hard questions an organization should be asking itself before seeking debt financing. It will also provide some tips learning “bankerese” and framing your request in a way that will make sense to potential financers. Read less

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Co-op Evictions at the LTB

Celia Chandler - Debates Room - Second Floor

Presentation Handout

On June 1, 2014 housing co op evictions moved to the Landlord and Tenant Board (LTB) from Superior Court. Geared to housing co op staff, directors and members, in this session I will talk about how the system works in practice and provide some tips on how to present your case at the LTB. Read less

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Demystifying the audit '13 - was offered at Tools 2013

Dionne Reid and Paul Jaroszko - East Common Room - First Floor

Presentation

Under the risk-based audit standards, auditors must obtain an understanding of your organization, its environment, and your internal control systems. The burden for documentation, combined with the additional scrutiny by regulators has required dramatic increases in both time and fees. There is a direct relationship between risk and the amount of audit work required. Staff time on the audit has expanded as they respond to more in-depth audit inquiries concerning internal controls and the presence of risk. Learn how to correct problems in your systems to save money. Read less

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12:55

KEYNOTE

Community Bonds: Building Community Wealth

Tonya Surman - Great Hall

Presentation

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1:45

The Status and Impact of Foundational Legislation on Ontario's Nonprofit Sector

Cathy Taylor - Committees Room - Second Floor

Presentation

ONN is the provincial network for Ontario's 55,000 strong nonprofit sector, with a mission to engage, advocate and lead - with and for - nonprofit and charitable organizations that work for the public benefit in Ontario. From its beginnings in 2007, ONN's founding issue was the Ontario Not-for-Profit Corporations Act and ONN continues to monitor and support the sector on this new (but not yet proclaimed!) law. In addition, new legislation is being considered in Ontario that will impact the governance of our sector, such as social enterprise or "hybrid" legislation. Cathy will share updates on the status of these pieces of legislation, along with emerging strategies to support nonprofits and charities, and how ONN views the legislative foundations that govern our sector. Read less

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Demystifying Minutes: Board Meetings and Minute Taking

Shelina Ali - Debates Room - Second Floor

Presentation

This workshop will review the basics of running a meeting and taking proper and accurate minutes of your meetings. As lawyers specializing in the non-profit client, we frequently need to review our clients records for various purposes, including litigation purposes. Knowing how to run meetings, and properly minute your decisions is crucial. Read less

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Internal Controls and Fraud '13 - was offered at Tools 2013

Dionne Reid and Viola Bardhoshi - East Common Room - First Floor

Presentation

Is your organization's system of internal controls adequate? Are financial reports generated on a monthly basis? Are you getting the reports you need to make proper financial decisions? What happens in the case of fraud? This interactive workshop will examine the importance of internal control systems for producing financial reports and safeguarding the assets of your organization. Practical case studies will review the various aspects of good control systems and how they lead to timely, accurate and reliable reporting to assist the board of directors in making informed financial decisions. Read less

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3:20

Charities and Political Activities

Brian Iler - Committees Room - Second Floor

Presentation

Just what is going on with Canada Revenue Agency, charities, and political activities? We'll review the rules and recent CRA initiatives to provide practical guidance on how best to stay onside in an increasingly hostile regulatory environment. And discuss a recent Australia court decision protecting charities' political activities as free speech. Read less

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End of Section 95 Operating Agreement for Housing Co-operatives

Viola Bardhoshi and Paul Jaroszko - East Common Room - First Floor

Presentation Sample Financial Statements

If your Ontario Co-operative was funded under Section 95 of the NHA, your mortgage is coming to an end soon as well as your relationship with CMHC and The Agency for Co-operative Housing. With a focus on the accounting aspect, we will talk about some of the issues that Co-operatives might have to face once the agreement ends. With no funder oversight and guidance, Co-operatives will need to improve their long-term planning and prepare members for the upcoming changes. We will go over the accounting implications on areas such as capital expenses and capital assets, HST, replacement reserve, subsidy/surplus reserve, etc. Read less

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Hot Topics in Employment Law

Priya Sarin - Debates Room - Second Floor

Presentation

This seminar will provide you with tips and guidelines on how to handle some of the most common issues facing non profits and co ops in 2014:
1.    Employee or Independent Contractor: Employers face significant liability if they miscategorize a workplace relationship. Learn how to determine whether an individual is an employee or an independent contractor, why you might opt for one structure or the other, and how to mitigate the risk that the Canada Revenue Agency will disagree with you.
2.    Harassment and Bullying: Complaints by employees regarding harassment in the workplace are on the rise. Learn what constitutes harassment according to the law and what the employer’s obligation is once a complaint has been made.
3.    Termination of Employment: When the employment relationship has broken down and is no longer salvageable, it is critical that the employer take the time to properly plan and execute the termination. In this part of the discussion we will review how to properly terminate an employee and minimize the risk of being sued for wrongful dismissal afterwards.
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