​​​​​​​Financial Webinar Series

Wed, April 17, 2019 - Wed, March 18, 2020
Online webinar

 

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

Register button - Understanding Financial Statements

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

 

 

Register button - Understanding Financial Statements

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 photo

Melanie Dugard, CPA, CA

Principal, Grant Thornton LLP

 

 

$75         Member

$100       Non-member

 

 

Register button - Understanding Financial Statements

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

Jennifer Fiddian-Green

CPA, CA/IFA, CAMS, CFF, CFI, CFE

Dwayne King, CAMS, CAMS-CFI, ACFS, CBP

Senior Manager, National AML Services                  

 

$75         Member

$100       Non-member

 

 

Register button - Understanding Financial Statements

Jennifer is a partner with Grant Thornton LLP's Advisory Services, practicing in the area of Forensic Accounting, AML, Investigations and Litigation Support Services. Jennifer is a specialist in investigation and forensic accounting (IFA) and an anti-money laundering (AML) specialist. Jennifer has investigated, reported and managed numerous fraud investigations and financial disputes, involving both civil and criminal allegations. She also works with clients to understand fraud and money laundering risks and to implement strategies to prevent and detect fraud and to comply with regulations. Jennifer also provides litigation support services for financial dispute matters. Jennifer was the technical editor of "Protecting You and Your Money: A Guide to Avoiding Identity Theft and Fraud" published by CPA Canada, and is often cited in media articles on fraud awareness. Jennifer was awarded the Institute of Chartered Accountants of Ontario’s Award of Distinction in September 2006.

Dwayne joined Grant Thornton’s Forensics team in June 2018, since then he has played a vital role in our AML, Investigative Research, Investigations and Litigation practice. Dwayne has also provided support for Grant Thornton’s whistleblower program (CARE). Prior to joining Grant Thornton Dwayne managed a team of 26 investigators as part of the Global Anti-Money Laundering Department for TD Bank. Dwayne has 26 years of experience in Law Enforcement and 8 years investigating Money Laundering and Proceeds of Crime. Dwayne is a court qualified Money Laundering expert. He has received his designation as an Advanced Financial Crimes Investigative Specialist (CAMS – FCI), a Certified Anti Money Laundering Specialist (CAMS), a Certified Financial Crimes Specialists (CFCS) and a Certified Bitcoin Professional (CBP). Dwayne instructs both law enforcement and financial institutions on how to investigate Money Laundering.

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

Sandy Boucher

Mohamed Elghazouly

Grant Thornton LLP

 

$75         Member

$100       Non-member

 

 

Register button - Understanding Financial Statements

Preparing for Audit

 

 

 

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

Wednesday January 15, 2020

12:00pm – 1:00pm

Katelyn Medeiros

Grant Thornton LLP

$75         Member

$100       Non-member

Register button - Understanding Financial Statements

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

Danzel Pinto

Grant Thornton LLP

$75         Member

$100       Non-member

 

Register button - Understanding Financial Statements

Danzel Pinto is part of the senior management team of Grant Thornton’s Not-for-profit practice, the Industry Champion for the charities and not-for-profit sector in Southern Ontario and a key leader in our practice focusing on government funded organizations. He is a regular presenter to the sector, most notably at CIBC’s Annual Seminar for Not-For-Profits and Charities. Danzel has served various volunteer position during his life. Most notably, he spent six years as Youth Ministry Coordinator at his church. His experience on both sides of the table allows him to derive solutions that will serve the best interest of the charity as a whole.


FAQs

How can I/my attendees access the webinar after paying on Eventbrite?

After paying for your webinar(s) on Eventbrite, AFHTO staff will assist with completing your registration on the Zoom platform. If you/your attendees have not received confirmation for the webinar within two (2) business days, contact us and we will be happy to assist.

Will the webinar be recorded?

Yes, all webinars will be recorded and will be available for attendees to access.

Who may I contact for questions regarding the webinar?

Contact Sombo Saviye at sombo.saviye@afhto.ca she can help answer any questions you may have.

What is your refund policy for the webinars?

You can request a refund 7 days prior to the webinar.