Seminar for Not-for-Profit Organizations: TAKING IT TO THE NEXT LEVEL

Event Date: December 4, 2019 Event Time: 7:30 am - noon

Seminar for Not-for-Profit Organizations:


Now is the time to address fraud and other risks, and the latest in money management and efficient processes.

Event Details:

Date:  Wednesday, December 4, 2019
7:30 AM – Continental breakfast
8:30 AM – 12:00 PM – Sessions
Location:      Artscape Sandbox, 301 Adelaide Street West, Toronto, ON



  • Frauds that Destroy Not-for-Profit Organizations: Using real cases involving charities and not-for-profits to understand most common frauds, 10 red flags, and how to recover lost funds
Speaker: David Malamed, Forensic Accounting & Investigation Expert at Cooper, Green & Warren LLP
  • Effectively Manage Risks: Understanding complex insurance issues to make the right risk management decisions
Speaker: Steve Beatty, Partner & Vice-President at Front Row Insurance Brokers Inc.


  • Money Matters – remove Mountains: Managing reserves and endowments in a low-interest rate environment; employee retention using defined contribution plans & Group RRSPs
Speaker: John Tabet, Founder & Senior Financial Advisor at ViewStone Partners; Senior Investment Advisor at Industrial Alliance Securities
  • Payments Modernization: The latest on banking platforms to automate and support an end-to-end digital strategy plans & Group RRSPs
Speaker: Stephen Miller, Senior Director, Digital Working Capital Management Solutions at RBC e Securities