Attend this free 2023 Breakfast Briefing for the philanthropic sector in Canada, sponsored by Sage Canada and organized by Foundation Magazine. Catch the best and brightest discuss, debate and decide on topics which impact all of us. Coming on  March 30th. Send up to 5 delegates for FREE.

The Finance Briefing examines the challenges, opportunities and impact of new trends, new tech, and digital transformation in the finance office. Learn how your entire organization must plan and prepare for a whole new way of doing things.

Sponsored by Sage Canada. OBA Conference Centre, 20 Toronto St, Toronto, ON. An in-person event. Includes full hot breakfast, presentations, unique insights, Q&A session, networking, copies of magazines and other free information. Speakers include:

Duke Chang, President and CEO of CanadaHelps.

Session: An Outlook on Opportunities: How Charities Must Leverage Tech to Adapt to the Present and Future

From blockchain and cryptocurrency, to AI and Web3, the pace of change in technology is only accelerating. This change presents both tremendous opportunities and significant challenges for sector leaders. Throw in economic uncertainties, a pandemic, and a constantly changing world, it’s more important than ever for sector leaders to make technology a core part of their growth strategy. In his first address as President and CEO of CanadaHelps, Duke Chang shares insights from his 25 years in tech and financial services in order to help charities adapt to meet present challenges.

An accomplished executive with more than 25 years of experience in financial services and technology, Chang will lead CanadaHelps as it advances its mission to increase giving in Canada by informing, inspiring, and connecting donors and charities, while democratizing access to effective technology and education in the charitable sector. Each year, CanadaHelps facilitates donations for nearly 1 million Canadians and processes almost half a billion dollars for Canadian charities from coast to coast to coast. Duke’s vast experience in e-commerce, technology, and product development, along with his deep commitment to the mission and vision of CanadaHelps to support Canadian charities will propel CanadaHelps forward into a new era of growth.
“As economic and post-pandemic pressures continue to dominate all areas of society, my vision is to ensure that Canadian charities are equipped to thrive through this period of unprecedented change and can meet donors wherever they are and however they want to give,” says Chang.

Jason Shim, Chief Digital Officer, Canadian Centre for Nonprofit Digital Resilience.

Session: Building the Future: Harnessing technology to make an impact. How can we harness technology to make a difference in the world? That’s the question Jason loves to explore with organizations. As an experienced digital executive, Jason has consistently provided leadership to help organizations stay ahead of the technology curve and this session will explore the challenges and opportunities for the nonprofits and the charitable sector.

Jason serves as Chief Digital Officer of the Canadian Centre for Nonprofit Digital Resilience which aims to build a digitally-enabled nonprofit sector, where Canada’s diverse nonprofits use data and tech to advance their mission and multiply their impact. Jason has previously served as director of digital strategy and transformation at Pathways to Education Canada, where he led technology and innovation. He led Pathways to become one of the first charities to issue tax receipts for Bitcoin donations. Jason serves as an editor at Ledger, a peer-reviewed scholarly journal at the University of Pittsburgh that publishes full-length original research articles on the subjects of cryptocurrency and blockchain technology. In addition, Jason has also served on the board of NTEN, an organization dedicated to creating a world where missions and movements are successful through the skillful and equitable use of technology.

Anita Tong – Chief Finance and Administration Officer, World Vision Canada.

Session: Maintaining stability and creating flexibility in a new normal of constant change.

The finance function is the stable backbone our charitable organizations. However, as the speed of change has been accelerated by the COVID-19 pandemic, finance needs to create the financial and operational flexibility for our organizations to adapt to change and help drive its strategy forward.

Anita joined World Vision Canada 15 years ago and has led several teams, including financial planning and analysis, corporate performance, and efficiency innovation. As World Vision Canada’s Chief Finance and Administration Officer, Anita leads our finance, accounting and shared services functions, including our customer care and legal teams. A Chartered Professional Accountant and Chartered Accountant, Anita previously held finance leadership roles at Allstream and Ernst & Young LLP. Anita holds a BA (Honours – Chartered Accountancy Studies) and a Masters in Accounting from the University of Waterloo. Anita enjoys spending time with her family which includes serving at their church on the finance and risk committee, and in outreach programs.

Agenda
7:45 AM Registration Table Opens
7:45 AM to 8:45 AM Networking, Buffet Breakfast Service
8:45 AM Welcoming Remarks
9:00 AM Speaker Presentations
10:30 AM Panel Discussion
11:00 AM Event Concludes