14th Annual Not-For-Profit LAB (Legal, Accounting, Banking) Update – Finance and Banking


14th Annual Not-For-Profit LAB (Legal, Accounting, Banking) Update

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November 24, 2021

8:00 a.m. – 12:00 p.m.


8 a.m. – 12 p.m. ET

Connection details will be provided after you register.


Presented by BLG LLP, Baker Tilly Ottawa LLP and RBC
Royal Bank

Please join us for a virtual seminar from our team
of Legal, Accounting
and Banking (LAB) experts
where they will provide you with a comprehensive update on the
recent changes and issues affecting not-for-profit and charitable
organizations during the recovery from the global pandemic. The
14th annual LAB webinar will be held virtually for the second year
and at no cost.

Our speakers will discuss the following topics:

  • Legal > Corporate considerations and
    the Ontario Not-for-Profit Corporations Act

  • Employment > Acing the hiring process
    from A to Z and Top 5 current COVID issues for employers

  • Accounting > How to make remote
    “work” – audit, accounting and tax

  • Tax > Fundraising is hard, staying
    onside with the Income Tax Act is harder, and other tax

  • Investment > Portfolio considerations
    within the current, prolonged low interest environment

  • Banking > Re-Discovering Digital
    Banking: An update on payments modernization, some inside scoop on
    what’s to come, and ways to protect yourself online

  • Disrupting the Sector > A
    macro-economic update on the COVID impact to not-for-profits &
    what to look for in 2022 and beyond

We hope you can join us!


Jeff Rowsell – CPA, CA, Senior
Manager, Baker Tilly

Benoit Groulx – CPA, CA, Partner,
Baker Tilly

Rosa Maria Iuliano – M.Acc, FCPA,
FCA, Partner, Baker Tilly

Sylvie Lalonde – Counsel, BLG

Odessa O’Dell – Associate,

Rannella Billy-Ochieng – Economist,
RBC Royal Bank

Brandon Gorman – Vice President
Treasury & Commercial Cards, RBC Royal Bank and Stephen Miller,
Senior Director Cash Management Products, RBC Royal Bank

Roger Heard – Investment Advisor,
RBC Dominion Securities and James Kinkaid, Vice President &
Portfolio Manager, RBC Dominion Securities

Please RSVP by November 22, 2021. If
you have any questions about this event, please email [email protected].

CPD Credit Information

This session will qualify for CPD credits for CPAs and a
certificate will be provided for those that request it. Please
advise when your register if a certificate will be required.

BC – This course has been accredited
for 4.0 hours. Course name: 14th Annual Not for Profit LAB (Legal,
Accounting, Banking) Update. Course number: N24112021.

ON – This session is eligible for up
to 4.0 Substantive Hours.

QC – Please note, the concept of
“recognition” or “accreditation” has been
abolished. By doing this, the Barreau is trying to make it easier
for lawyers to claim mandatory CLE credits without a formal
accreditation process. It is now up to individual lawyers to
determine the eligibility of a training activity and to declare the
hours in their “Dossier de formation en ligne”.

About BLG

The content of this article is intended to provide a general
guide to the subject matter. Specialist advice should be sought
about your specific circumstances.

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