Isabelle Boucher L A NOUVELLE PRÉSIDENTE DE L'ACPAU - REVIEW OF UNIVERSITY INVESTMENT POOLS AND PENSION FUNDS
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Fall/Automne
2018
NEW CAUBO PRESIDENT
Isabelle
Boucher
L A NOUVELLE PRÉSIDENTE DE L’ACPAU
PM #40065075
REVIEW OF UNIVERSIT Y INVESTMENT POOLS AND PENSION FUNDS
ANALYSE DES FONDS DE PL ACEMENT ET DES CAISSES DE RETR AITE DES UNIVERSITÉS
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Canadian Association of University FALL/AUTOMNE 2018 VOLUME 26 • NUMBER 4 | VOLUME 26 • NUMÉRO 4
Business Officers
Association canadienne du personnel
administratif universitaire
Features Articles
315 – 350 rue Albert Street
Ottawa, Ontario K1R 1B1 Interview with CAUBO’s new president Isabelle Boucher..................................................... 9
Tel./Tél.: (613) 230-6760
Fax/Téléc.: (613) 563-7739 Entretien avec la nouvelle présidente de l’ACPAU Isabelle Boucher.......................................12
info@caubo.ca/info@acpau.ca CAUBO 2018 Conference review...................................................................................................17
Executive Director/Directrice générale Retour sur le Congrès ACPAU 2018...................................................................................................17
Nathalie Laporte
2018 Recognition Award winners.................................................................................................23
Managing Editor/Rédactrice en chef
Christine Hanlon Lauréats 2018 des Prix de Reconnaissance....................................................................................26
Graphic Designer/Graphiste Higher education, higher purpose:
Jackie Magat
Using financial and physical instruments for social purpose administration............. 31
Marketing Manager/ Enseignement supérieur, intérêt supérieur :
Directeur du marketing
utiliser des instruments financiers et physiques pour
Al Whalen
une administration à vocation sociale........................................................................................37
Advertising Coordinator/
Coordonnatrice de la publicité Review of university investment pools and pension funds................................................43
Stefanie Hagidiakow Analyse des fonds de placement et des caisses de retraite des universités...........................60
Publications Mail Agreement #/Numéro de
convention du service Poste-publications : #40065075
Return undeliverable Canadian addresses to/
Retourner toute correspondance ne pouvant être livrée au
Canada à : lauren@kelman.ca
Third Floor/Troisième étage – 2020 avenue Portage Avenue,
Winnipeg, Manitoba R3J 0K4
Published four times a year on behalf of the
Canadian Association of University Business Officers
(CAUBO) by
Publié quatre fois par année pour l’Association
canadienne du personnel administratif universitaire
(ACPAU) par
17
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Tel: 866-985-9780
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Regular Columns Chroniques
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Professional Development/Perfectionnement professionnel................................................. 7
The views expressed in this publication are the responsibility of the
publisher and do not necessarily reflect the views
of the officers or members of the Canadian Association People Moves.......................................................................................................................................69
of University Business Officers.
Les opinions exprimées dans cette publication sont la
responsabilité de l’éditeur et ne reflètent pas nécessairement celles des
dirigeants ou des membres de l’Association canadienne du personnel
administratif universitaire.
© 2018 Craig Kelman & Associates Ltd. All rights reserved.
The contents of this publication may not be reproduced by any means,
in whole or in part, without the prior written consent of the publisher.
© Craig Kelman & Associates Ltd., 2018. Tous droits réservés.
Cette publication ne peut être reproduite, en tout ou en partie, par
quelque moyen que ce soit, sans autorisation écrite préalable de l’éditeur.
Board of Directors ~ 2018-2019
Conseil d’administration
Isabelle Boucher
President/Présidente
Vice-présidente à l’administration
Université du Québec
(418) 657-4316
isabelle.boucher@uquebec.ca
Donna Janiec
Vice-President/ Vice-présidente
Vice-Principal (Finance and Administration)
Queen’s University
(613) 533-3048
janiecd@queensu.ca
Linda Dalgetty
The future
Secretary-Treasurer/Secrétaire-trésorière
Vice-President (Finance and Services)
University of Calgary
(403) 220-6210
linda.dalgetty@ucalgary.ca
Éric Tufts
Past President/Président sortant
Vice-recteur à l’administration
Université Sainte-Anne
invests here
(902) 769-2114 x7309
eric.tufts@usainteanne.ca
� BONDS
Nathalie Laporte
Executive Director/Directrice générale
(613) 230-6760 x268
nlaporte@caubo.ca/nlaporte@acpau.ca
� EQUITIES
Directors / Administrateurs
Christopher Callbeck
Vice-President (Finance and Administration) and CFO
� COMMERCIAL MORTGAGES
Acadia University
(902) 585-1177
callbeck@unb.ca � MULTI-ASSET
Michael Emslie
Vice-President (Financial Services and Administration)
The University of Winnipeg
(204) 258-2943
m.emslie@uwinnipeg.ca
Gitta Kulczycki
Vice-President (Finance and Administration)
University of Alberta
(780) 492-2657
gitta.kulczycki@ualberta.ca
Sharon Johnson-Legere addendacapital.com
Vice-President (Finance and Administration)
NSCAD University
(902) 494 8112
slegere@nscad.ca
Georges Montplaisir
Directeur des finances
HEC Montréal
(514) 340-6306
georges.montplaisir@hec.ca
Denyse Rémillard
Vice-rectrice à l’administration
et au développement durable
Université de Sherbrooke
(514) 343-7153
denyse.remillard@usherbrooke.ca
Don O’Leary
Vice-President (Finance, Administration & Risk)
University of Guelph
(519) 824-4120 x53841
oleary@uoguelph.ca
6 UNIVERSITY MANAGER • Fall 2018 Click HERE to return to TABLE OF CONTENTS
Professional Perfectionnement
Development Professionnel
Targeted, practical and effective. Ciblé, pratique et efficace.
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Click HERE to return to TABLE OF CONTENTS UNIVERSITY MANAGER • Fall 2018 7
INTERVIEW WITH CAUBO’S NEW PRESIDENT Isabelle Boucher Isabelle Boucher holds a Ph.D. in What impact has your experience with I think of myself as a lifelong student: Microbiology from Université Laval the research and development directorate after obtaining my Ph.D., I went back and a master ’s degree in Business at the ministère du Développement to school as a full-time student while Administration from Université du Québec économique, de l’Innovation et de working full-time. I plan to continue à Rimouski. She joined the Université du l’Exportation had on your work in post- furthering my education in the future. Québec (UQ) in 2006 and was named secondary education? I love universities, I feel at ease in their Vice-President (Administration) in 2011. I joined UQ 13 years ago, after spending hallways, their classrooms, their libraries. As such, she is in charge of coordinating a few years working for the Government I love learning from instructors, interacting the financial, material, property, and of Quebec. During my time there, I with other students. In my job, I have informational resources needed for the developed an understanding of how fewer opportunities to collaborate with institution’s activities. Her mandate gover n ment works, i ncludi ng its professors and students than my colleagues also includes supporting and fostering budget cycles and its core functions. do at other universities. However, my partnerships within UQ’s institutions, Because the Government of Quebec days are filled with interactions involving specifically when it comes to management h a s a m ajor h a nd i n f i n a nc i ng creative and passionate people who are systems and services. She previously universities in this province, this dedicated to the university’s mission. I worked as an advisor for the research and knowledge is very useful. It makes it find this very stimulating. development directorate at the ministère easier to work with civil servants and du Développement économique, de also makes planning easier. In your opinion, what are the biggest l’Innovation et de l’Exportation. She also challenges facing today’s post-secondary sits on several boards including those of I built my career at UQ, one step at a sector? the Réseau d’informations scientifiques time, open to opportunities, and guided The financial viability of universities du Québec, Société immobilière de l’UQ, by good mentors, varied interests in depends on many factors beyond their Fondation de l’UQ, and Presses de l’UQ. management, and a huge desire to learn. control. The state of financial markets Click HERE to return to TABLE OF CONTENTS UNIVERSITY MANAGER • Fall 2018 9
impacts the port ion of the budget In your opinion, how can CAUBO help developing these services in partnership
allocated to benefit plans. Government universities get through these hard times with UQ, but the availability of dashboards
policies determine how much funding and seize these new opportunities? that allow institutions to compare
universities receive, and these policies CAUBO has long played an important role themselves and assess the evolution of
are themselves affected by the economy in this regard, and this role is increasingly their finances over time seems incredibly
and politicians’ electoral agendas. In important: identifying, supporting, and valuable to me. It’s an area where CAUBO
this context, it is extremely difficult to recommending collaborative projects has a lot to offer: collecting, validating,
make credible long-term financial and or services, promoting all kinds of and analyzing data, while producing
budgetary forecasts, which hinders collaboration to help universities benefit indicators and reports and ensuring the
progress at universities. from and get inspired by these projects. quality of the information. It’s also an area
Canadian universities of all sizes, both we are only just starting to explore.
Furthermore, accountability procedures French and English, face several common
continue to become more complex. challenges and that’s where CAUBO Furthermore, I believe CAUBO’s initiatives
Universities must comply with dozens comes in. on cybersecurity to be highly relevant as
of laws, rules, guidelines, and standards well. It is an evolving, complex issue and
that force them to implement internal That said, because education is a provincial its impact is growing. Many universities
processes and produce data, indicators, matter and the educational systems differ will find anything that can help navigate
and reports by specific deadlines, in from one province to another, universities this issue (seminars, workshops, reports,
specific formats. These requirements from different areas also face different t ra i n i ng, a nd educat ion m ater ia l)
are neither coherent nor simple, and situations and challenges. incredibly useful.
comply i ng w it h t hem requi res a n
increasing amount of resources, all CAUBO’s mandate is thus also to highlight As Vice-President (Administration)
while dealing with a tight budget. this diversity in order to make every at UQ , you suppor t a net work of
Accountability is necessary, but it should institution’s experience benefit others. universities. How is this network similar
be better targeted. This role is essential because Canadian to the one created by CAUBO?
provinces work together, particularly On one hand, the 10 institutions that
At the same time, universities must be through the Council of Ministers of make up the UQ network are legally
able to protect the personal information Education, Canada, obser ving and independent corporations, each with
for which they are responsible and inspiring one another. The knowledge their own Board of Directors. They are an
ensure the continuity of administrative stemming from the diversity of our integral part of their communities, with
and academic activities that rely on country’s university contexts is not their own characteristics, environments,
digital systems. The human and financial only enriching, it also helps us act more and priorities. Optimizing this network
resources necessary for this task greatly strategically! means fostering synergy by identifying
exceed their capabilities, which can make commonalities. We need to learn from
them vulnerable. As CAUBO’s new President, how do you each other to be stronger, individually and
view your role in this process? collectively. The diversity of our network
What new opportunities are available in CAUBO’s activities rely first and foremost is both an advantage and a challenge. This
the university sector? on its team, an experienced, professional, context is similar to CAUBO, where the
It is perhaps due to the increasing and dedicated group of people who are diversity is even greater.
importance of Information Technology aware of the challenges and opportunities
(IT) at universities that cybersecurity has facing Canadian universities. CAUBO On the other hand, UQ is very structured:
become a major issue. IT is paving the has made these issues part of its strategic institutions in the network are members
way to new educational opportunities. plan. As president of this association, I by law, and legislation guides UQ’s
It is providing new ways of helping believe I must support its management in governance. A framework of common
universities pursue their mission, both creating the necessary conditions to reach general regulations facilitates collaboration
on their own territory and abroad, and the goals in the strategic plan and adapt and has made it possible to implement
that is changing the way we do things. to a constantly changing environment. numerous joint programs and shared
services. This context is very different from
From my perspective – and I may be The CAUBO team is fortunate to benefit the context in which CAUBO operates.
biased – lack of resources has made from the support of members, especially
knowledge sharing and collaboration those who sit on the Board of Directors How will your experience in this network
essential to growth at universities, or other committees and work groups. In help you as President of CAUBO?
and there is still a lot to be done in order to continue to reflect on issues and At the end of the day, my work as Vice-
this regard. For instance, over the past grow, the Association needs input from President of the UQ network has a lot in
50 years the UQ network has created every one of them. Over the next year, common with CAUBO’s mandate when
joint study programs, opportunities my mandate will be to host discussions it comes to maintaining a climate that
for collaboration focused on research, during meetings. I hope to get all members fosters collaboration and makes it easier
cent ra li zed or sha red i n for mat ion to share their experiences and ideas with to promote opportunities to share and
systems, group benefit plans, and a wide the CAUBO team. pool resources. Over the next year, as
range of institutional services that create President of CAUBO, I will take advantage
significant economies of scale. Every Is there a particular CAUBO project that of the similarities between our two
year, we assess new opportunities and is dear to your heart? organizations so they can mutually benefit
implement new collaborative projects. I am probably biased because CAUBO is from their respective experiences.
10 UNIVERSITY MANAGER • Fall 2018 Click HERE to return to TABLE OF CONTENTSOPTIMIZING
PERFORMANCE
IN A NEW ERA OF
HIGHER EDUCATION
BUDGETING
REPORTING &
TUITION PLANNING
ANALYTICS
MODERN
FINANCIAL PLANNING
LONG-RANGE CAPITAL STRUCTURE &
FINANCIAL PLANNING FINANCING
kaufmanhall.com/highereducationENTRETIEN AVEC L A NOUVELLE
PRÉSIDENTE DE L’ACPAU
Isabelle
Boucher
Titulaire d’un doctorat en microbiologie Québec. J’avais alors pu développer une passionnés et engagés envers la mission
de l’Université Laval et d’une maîtrise bonne compréhension du fonctionnement universitaire, ce que je trouve très stimulant.
en adm in ist rat ion des affaires de de l’appareil gouvernemental, des cycles
l’Université du Québec à Rimouski, budgétaires, des fonctions centrales Selon vous, quels sont les plus grands
Isabelle Boucher s’est jointe à l’équipe de du gouver nement. Éta nt don né le défis pour le secteur postsecondaire
l’Université du Québec en 2006. Nommée rôle prépondérant du gouvernement aujourd’hui?
vice-présidente à l’administration de du Québec dans le financement des La viabilité financière des universités
l’Université du Québec (UQ) en 2011, universités québécoises, il s’agit de tient à beaucoup d’éléments qu’elles ne
elle assure la coordination des activités connaissances très utiles, qui facilitent maîtrisent pas. L’état des marchés financiers
de l’UQ en matière de ressources les relations avec les fonctionnaires et influence le poids des régimes d’avantages
financières, matérielles, immobilières, et permettent de mieux planifier. sociaux dans leurs budgets, les politiques
informationnelles. Son mandat consiste gouvernementales déterminent le niveau
aussi à soutenir et à susciter l’émergence J’a i cont i nué mon c h e m i n e me nt de leur financement, et ces politiques sont
de partenariats dans les établissements, professionnel à l’UQ, pas à pas, ouverte elles-mêmes influencées par la situation
notamment en matière de services et aux opportunités, guidée par de bons économique et l’agenda électoral. Dans
de systèmes de gestion. Au cours de sa mentors, des i ntérêt s d iversi f iés, ce contexte, il est extrêmement difficile
carrière, elle a travaillé comme conseillère particulièrement en matière de gestion, de faire des prévisions budgétaires et
pour la direction du développement et un immense désir d’apprendre. financières crédibles à long terme, ce qui
de la recherche du m i n istère du affecte le développement des universités.
D é ve lo p p e m e n t é c o n o m i q u e, de Je me considère comme une éternelle
l’Innovation et de l’Exportation. Elle est étudiante : après une formation au Aussi, la reddition de comptes ne cesse
également administratrice du Réseau doctorat, j’ai fait un retour aux études à de s’alourdir. Les universités doivent
d’informations scientifiques du Québec temps plein en situation d’emploi, et j’ai se conformer à des dizaines de lois, de
ainsi que de la Société immobilière de encore d’autres projets d’études en tête. règlements, de directives, de normes
l’UQ, de la Fondation de l’UQ et des J’aime les universités, je me sens bien dans qui exigent chacun la mise en place de
Presses de l’UQ. leurs corridors, leurs salles de cours, leurs processus internes et la production de
bibliothèques, j’aime découvrir le savoir de données, d’indicateurs et de rapports à des
De quelle façon votre expérience avec leurs enseignants, échanger avec d’autres dates prescrites, dans des formats précis.
la direction du développement de la étudiants. Il est certain que mes fonctions Il y a un grand manque de cohérence et
recherche du ministère du Développement font en sorte que les occasions de collaborer de simplicité dans ces exigences, dont
économique, de l’Innovation et de professionnellement avec des professeurs le respect exige un nombre toujours
l’Exportation influence-t-elle votre et des étudiants sont plus limitées que croissant de ressources dans un contexte
travail en éducation postsecondaire? pour mes collègues des autres universités. budgétaire serré. La reddition de comptes
Je suis arrivée à l’UQ il y a 13 ans après Par contre, mon quotidien demeure riche est nécessaire. Elle devrait cependant être
quelques années au gouvernement du en rencontres avec des gens créatifs, mieux ciblée.
12 UNIVERSITY MANAGER • Fall 2018 Click HERE to return to TABLE OF CONTENTSEn même temps, les universités doivent Le rôle de l’ACPAU est donc aussi de D’autre part, je crois que toutes les
absolument être en mesure de protéger mettre en lumière cette diversité de façon initiatives de l’ACPAU concernant la
les renseignements personnels dont elles à ce que l’expérience des unes profite aux cybersécurité sont aussi hautement
ont la garde et d’assurer la continuité des autres. Ce rôle est crucial sachant que pertinentes. Il s’agit d’une question
activités administratives et académiques les provinces canadiennes travaillent complexe, qui évolue rapidement et dont
qui reposent sur le numérique. Leurs ensemble, notamment à travers le les enjeux ne cessent de s’étendre. Tout
besoins en ressources humaines et Conseil des ministres de l’Éducation ce qui peut aider à mieux s’y retrouver
financières pour y arriver dépassent (Ca n ada), qu’el le s s’ob s er vent e t (séminaires, ateliers, rapports, matériel
cependant largement leurs moyens, ce s’inspirent réciproquement. Le savoir d’autoformation ou de sensibilisation),
qui peut les rendre vulnérables. issu de la multiplicité des contextes sera d’une grande utilité pour plusieurs
universitaires est non seulement riche, établissements universitaires.
Quelles nouvelles possibilités sont il peut être stratégique!
ouvertes au secteur universitaire? À titre de vice-présidente à
C’est entre autres parce que les technologies En tant que nouvelle présidente de l’administration de l’UQ, vous soutenez
de l’information (TI) prennent une place l’ACPAU, comment entrevoyez-vous un réseau d’universités. Comment ce
grandissante dans les universités que la votre rôle dans ces processus? réseau est-il semblable au réseau formé
cybersécurité est un enjeu de premier Les activités de l’ACPAU reposent par l’ACPAU?
plan. Les TI élargissent les possibilités d’abord sur son équipe, une équipe D’u n côté, les di x ét abl i ssement s
pédagogiques, offrent de nouvelles façons ex p ér i me nté e, profe s sion nel le e t qui con st it uent le réseau de l’UQ
de déployer la mission universitaire, sur dévouée, bien au fait des g rands sont des corporations juridiquement
tout notre territoire et à l’international, et défis et opportunités des universités autonomes, avec leur propre conseil
changent notre façon de travailler. canadiennes qui sont d’ailleurs intégrés d’administration. Fortement ancrés
à son plan stratégique. En tant que dans leurs communautés, ils ont des
Selon ma perspective – et je suis possiblement présidente de l’association, j’estime que caractéristiques, des réalités et des
biaisée – le manque de ressources a rendu je dois appuyer la direction générale priorités qui leur sont propres. Travailler
le partage et la collaboration essentiels au dans la mise en place des conditions qui en réseau dans ce contexte, c’est tenter
développement des universités et il reste lui permettront d’atteindre les objectifs d’identifier les éléments communs afin de
encore beaucoup à explorer en ce sens. Par du plan stratégique et de s’adapter à un favoriser les synergies, c’est apprendre les
exemple, le réseau de l’UQ a pu développer, environnement en constante évolution. uns des autres afin d’être mieux outillés
depuis cinquante ans, des programmes individuellement et collectivement. La
d’études conjoints, des collaborations L’équipe de l’ACPAU a la chance de diversité des établissements du réseau
privilégiées en recherche, des systèmes bénéficier de l’apport des membres, tout est donc à la fois une richesse et un défi.
d’information centralisés ou partagés, des particulièrement de ceux qui sont engagés Ce contexte ressemble à celui de l’ACPAU,
régimes d’avantages sociaux communs au sein du conseil d’administration ou ou la diversité est cependant encore plus
et toute une panoplie de services aux d’autres comités et groupes de travail. importante.
établissements, qui génèrent d’importantes L’association a besoin de chacun d’eux
économies d’échelle. Chaque année, nous afin de nourrir ses réflexions et son D’un autre, l’UQ est un réseau très formel :
analysons de nouvelles opportunités et développement. Au cours de la prochaine les établissements membres du réseau le
mettons sur pied de nouveaux projets de année, j’aurai pour mandat d’animer les sont en vertu d’une loi, qui détermine les
concertation. discussions dans le cadre de plusieurs grandes lignes de sa gouvernance. Il est
réunions et je compte tenter alors d’aller doté d’un cadre réglementaire général
À votre avis, comment l’ACPAU peut- chercher le maximum de chacun des commun, qui facilite la collaboration et
elle aider les universités à traverser membres, ses expériences, ses idées, afin qui a permis la mise en place de nombreux
ces moments difficiles et profiter de ces d’alimenter l’équipe de l’ACPAU. programmes conjoints et de services
belles occasions? partagés. Ce contexte est très différent
L’ACPAU joue depuis longtemps un rôle Y-a-t-il un projet de l’ACPAU e n de celui de l’ACPAU.
important en ce sens, et l’importance particulier qui vous tient à cœur?
de ce rôle ne cesse de croître : identifier, J’aurai d’abord un peu de parti pris Comment votre expérience dans ce réseau
soutenir et proposer des projets ou services puisque l’ACPAU développe ce type de peut-elle contribuer à votre rôle de
collaboratifs et promouvoir toutes les formes services en partenariat avec l’UQ, mais la présidente de l’ACPAU?
de collaboration afin que les universités disponibilité de tableaux de bord fondés Au final, mon travail de vice-présidente
puissent en profiter ou s’en inspirer. sur des données publiques canadiennes au sein du réseau de l’UQ a beaucoup
permettant aux établissements de se en commun avec celui de l’équipe de
Les universités canadiennes, grandes comparer, d’examiner leur évolution l’ACPAU lorsqu’il s’agit de maintenir
et moins grandes, francophones et dans le temps m’apparait d’une grande un climat propice à la collaboration et
anglophones, font face à plusieurs défis valeur. C’est un domaine où l’ACPAU d’identifier, de promouvoir et de nourrir
communs et c’est là que l’ACPAU entre a plus d’un rôle à jouer : collecte de les occasions de partage et de mise en
d’abord en jeu. Bien entendu, compte données, validation de données, analyse commun. Au cours de la prochaine année,
tenu de l’autonomie des provinces de données, production d’indicateurs et à titre de présidente de l’ACPAU, je compte
en matière d’éducation et de leurs de rapports, promotion de la qualité de notamment profiter des similarités de
particularités intrinsèques, la situation et l’information... C’est aussi un domaine contexte de nos deux organisations pour
les préoccupations des universités dans que nous ne faisons que commencer à qu’elles s’enrichissent mutuellement de
chacune d’elle varient. explorer, avec les données financières. leurs expériences respectives.
Click HERE to return to TABLE OF CONTENTS UNIVERSITY MANAGER • Fall 2018 13A Window into Market Trends One-Year Median Returns at Q2 2018* +8.06% Canadian Universities +7.72% Canadian Foundations and Endowments Market intelligence can provide insight into market trends. For more details and to view the Q2 2018 highlights of the BNY Mellon Canadian Master Trust Universe: https://bit.ly/2Mfd6dE Learn more: Shane Kuros at +1 416 643 6365 Michael Garneau at +1 514 286 1226 *According to the BNY Mellon Canadian Master Trust Universe, based on a one-year time period. Q2 results released on August 1, 2018. www.cibcmellon.com ©2018 CIBC Mellon. A BNY Mellon and CIBC Joint Venture Company. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Trust Company and CIBC Mellon Global Securities Services Company and may be used as a generic term to reference either or both companies. This is not an offer to provide any product or service even if reference is made to the product or service. Some products or services are available only through BNY Mellon. Information containing any historical information, data or analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Past performance does not guarantee future results.
Expanded CAUBO Car Rental Program
Amélioration du programme EFFECTIVE
de location de voitures de l’ACPAU OCTOBER 1, 2018
DÈS LE 1ER OCTOBRE 2018
Find car rental rates that suit your travel needs and budget. Trouvez les tarifs de location qui répondent à vos besoins et à votre
The CAUBO Car Rental Program has been expanded to include budget. Le programme de location de voitures de l’ACPAU a été
multiple providers. amélioré par l’ajout de multiples fournisseurs.
RESERVATIONS RÉSERVATIONS
For more information or to reserve your next car rental visit the Pour obtenir plus d’information ou pour réserver une voiture, visitez
Member Discount section of the CAUBO website at www.caubo.ca. la section « Tarifs préférentiels » sur le site de l’ACPAU (www.acpau.ca).
ELIGIBILITY ADMISSIBILITÉ
Administrative staff and faculty currently employed by CAUBO Le personnel administratif et le corps professoral des universités
member universities and colleges are eligible to reserve et des collèges membres de l’ACPAU peuvent passer par le
vehicles under the CAUBO Car Rental Program with all brands programme de location de voitures de l’ACPAU pour réserver un
for personal and business use. The Program is not intended véhicule auprès de l’une ou l’autre des marques partenaires, que
for students, alumni or retirees. Proof of employment (e.g., ce soit pour un usage personnel ou professionnel. Le programme
business card or employee ID) may be requested upon ne s’adresse pas aux étudiants, aux diplômés et aux retraités.
pick-up of vehicle. Une preuve d’emploi (p. ex. une carte professionnelle ou un
numéro d’identification de l’employé) peut être exigée au moment
d’aller chercher le véhicule.
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CONFERENCE REVIEW ACPAU 2018
From June 10-12, 2018, a record-breaking number of members Du 10 au 12 juin 2018, un nombre record de membres de la
of the CAUBO community met in Vancouver to celebrate the communauté de l’ACPAU se sont retrouvés à Vancouver pour
75th annual conference. célébrer le 75e congrès annuel.
On Sunday, nine pre-conference seminars provided an ideal Les neuf séminaires précongrès tenus lors de la journée du
setting for groups to connect with peers, explore emerging dimanche étaient l’occasion idéale pour les participants d’échanger
areas of interest, and delve into the technical aspects of their directement avec leurs pairs, d’explorer les nouveaux sujets d’intérêt
own functional areas. et d’approfondir les aspects techniques de leurs domaines de travail.
To open the conference, Simon Fraser University’s President Le recteur et vice-chancelier de la Simon Fraser University, Andrew
and Vice-Chancellor, Andrew Petter, made a case for the role of Petter, a ouvert le congrès en appelant les universités à contribuer
universities in building social infrastructure. Tuesday morning, à bâtir l’infrastructure sociale. Le lendemain matin, David Suzuki
David Suzuki delighted the crowd and challenged the thinking a ravi l’auditoire et remis en question nos priorités sociétales en
of our impact in setting the societal bottom-line in the 21 st ce 21e siècle décisif. L’enregistrement de ces deux séances plénières
century. Both plenary sessions recordings are available on peut maintenant être consulté sur le site Web de l’ACPAU!
the CAUBO website!
Comme toujours, les différentes séances parallèles ont couvert une
As always, concurrent sessions covered a variety of issues, variété de sujets, de tendances et d’enjeux pendant les deux journées
trends, and topics over both days. In the upcoming issues, du congrès. Dans les prochains numéros de Gestion universitaire, les
UM readers will see more in-depth coverage of several topics, lecteurs pourront approfondir quelques-uns de ces sujets, notamment
including Marijuana: “Hashing Out” Your Obligations. « Ce qu’implique la légalisation de la marijuana pour les universités ».
MISSED A SESSION? VOUS AVEZ MANQUÉ UNE SÉANCE? PASSEZ PAR
VISIT THE KNOWLEDGE CENTRE! NOTRE CENTRE DU SAVOIR!
CAUBO’s Knowledge Centre now includes available Lorsqu’elles sont disponibles, les présentations, la documentation et
presentations, handouts, and recorded sessions from the CAUBO les séances du congrès 2018 sont accessibles dans le Centre du savoir
2018 Conference. Here are just a few of the sessions available: de l’ACPAU. Vous y trouverez notamment, en anglais :
• Leading from the Middle (video recording available) • Diriger sans être dirigeant (enregistrement vidéo disponible)
• Managing Controversial Events on Campus • La gestion de la controverse sur le campus
• Towards a Strategic and Sustainable Budget • Excellence en budgétisation : vers un budget stratégique et
(video recording available) durable (enregistrement vidéo disponible)
• Threat Assessment Teams in Higher Education • Regard sur les équipes d’évaluation des menaces dans
• Bringing Continuous Improvement to the Masses les universités
(video recording available) Encourager l’amélioration continue chez les autres
(enregistrement vidéo disponible)
Click HERE to return to TABLE OF CONTENTS UNIVERSITY MANAGER • Fall 2018 17Discover the Diversity
Découvrir la diversité
Thank you to the Local Organizing Committee and the Merci au comité organisateur local et aux bénévoles!
volunteers in red t-shirts! Grâce aux membres du comité organisateur de la Simon Fraser
The members of the CAUBO 2018 Local Organizing Committee University, la planification du congrès 2018 est allée rondement,
from Simon Fraser University helped plan and deliver a well-run, et nous avons eu droit à un événement bien rodé, stimulant et
engaging, and memorable conference. We appreciate their time, mémorable. Nous leur sommes reconnaissants pour leur temps,
expertise, and enthusiasm! leur expertise et leur enthousiasme!
Martin Pochurko, Conference Chair Martin Pochurko, président
Mark Zimmerman, Conference Liaison Mark Zimmerman, agent de liaison
Alison Blair Alison Blair
Kamal Dhiman Kamal Dhiman
Melissa Fiorucci Melissa Fiorucci
Lynda Hewitt Lynda Hewitt
Mark McLaughlin Mark McLaughlin
Andrea Stuart Andrea Stuart
Wendy Unger Wendy Unger
Jimmy Wong Jimmy Wong
18 UNIVERSITY MANAGER • Fall 2018 Click HERE to return to TABLE OF CONTENTSVancouver 2018
June 10 – 12 juin
In addition, volunteers from Simon Fraser University helped Il ne faut pas non plus oublier les bénévoles aux chandails rouges de la
create a great conference experience for our delegates Simon Fraser University, qui ont aidé à faire du congrès une expérience
on-site. From providing assistance at networking events and magnifique pour nos congressistes, que ce soit en étant présents aux
sessions to helping with transportation and way-finding, séances et aux activités de réseautage, ou encore en donnant un coup
our heartfelt thanks goes out to each and every one of the de main pour le transport et l’orientation des participants. Nous leur
volunteers in red t-shirts for their hard work, smiling faces, offrons nos remerciements les plus sincères et nous saluons leur cœur
and positive attitude! à l’ouvrage, leurs sourires et leur attitude positive!
OUR SPONSORS NOS COMMANDITAIRES
CAUBO is grateful for the outstanding support of our Un événement d’envergure comme le congrès annuel de l’ACPAU
sponsors, without whom events such as the Annual Conference ne serait pas possible sans l’extraordinaire soutien de nos
would not be possible. Their valued contributions helped take commanditaires. Leurs précieuses contributions ont permis de faire
CAUBO 2018 from ordinary to extraordinary! du congrès ACPAU 2018 un moment exceptionnel!
Principal Partners/ Partenaires principaux Major Partners/Partenaires majeurs
BEST Service Pros
SAP Concur
Stuart Olson
Associate Partners/Partenaires associés
Addenda Capital
Bergen & Associates Inc.
Budget Car Rental
Chartwells Education Dining Services
CIBC Capital Markets
Johnson Controls
MERX Networks Inc.
Lanyard Sponsor/Commanditaire des cordons Nelson Canada
KPMG LLP Novacap
Plaid Consulting
Official Sustainability Sponsor/Commanditaire officiel Russell Investments
du développement durable Western Union Business Solutions
ARAMARK Higher Education Workday
To view more photos from the conference, visit www.caubo.ca Pour voir d’autres photos du congrès, visitez le www.acpau.ca et
and click on the annual conference link under the Knowledge cliquez sur le lien du congrès annuel dans la section Centre du savoir
Centre/Learning & Events tabs. > Formations, événements et perfectionnement professionnel.
Click HERE to return to TABLE OF CONTENTS UNIVERSITY MANAGER • Fall 2018 19Discover the Diversity
Découvrir la diversité
Exhibitors/Exposants Mental Health Commission of Canada
Akran Marketing Millennium Computer Systems Ltd.
AMJ Campbell Inc. Moneris Solutions
ARAMARK Higher Education PayMyTuition
Armstrong Moving/United Van Lines PMWeb – Project Execution Group Inc.
Association of Alberta Sexual Assault Services Questica Budget
BC Hydro Power Smart Raymond James Ltd.
Best Western Hotels and Resorts RPR Environmental Inc.
Blackboard Canada SALTO Systems
BlackLine Scotiabank
Campus Living Centres Sightlines, a Gordian company
Campus Stores Canada Staples Business Advantage
Canadian Campus Communities Steam ‘N’ Weeds
Cash Management Group | Canaccord Genuity The Scion Group
Chrome River Technologies TouchNet, A Global Payments Company
Colliers Project Leaders Inc. TransferEASE Relocation
Commissionaires UNIGLOBE One Travel
CURIE Unit4
Dana Hospitality LP Xpera Risk Mitigation & Investigation
Dell Financial Services
Edilex Optional Activity/Activité facultative
Ellucian Greystone Managed Investments Inc.
Enterprise Holdings
Flywire Pre-Conference Seminar Sponsors/
Follett Higher Education Commanditaires des séminaires précongrès
Grand & Toy Ltd. Aberdeen Standard Investments
guard.me International Insurance Bergen & Associates Inc.
HANBURY CIBC Mellon
Hemlock Printers Colliers Project Leaders Inc.
Honeywell EY
IBM Global Financing Canada Corporation Fiera Capital
JAGGAER Greystone Managed Investments Inc.
Kaufman Hall Hicks Morley Hamilton Stewart Storie LLP
Macquarie Equipment Finance (MEF) Johnson Controls
Maritime Travel RPR Environmental Inc.
Marsh Canada Limited
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2018 WINNERS
CAUBO Member Recognition Awards celebrate and honour those who help build a vibrant
CAUBO community and a stronger higher education sector through their collaboration and leadership.
Emerging Leader Award Distinguished Service Award
This award identifies future leaders in higher education: This award recognizes an individual who has made a significant
up-and-coming individuals known for their innovative, contribution to CAUBO and the management of higher education
meaningful contributions to the improvement of their over a long period of time.
profession and the efficiency of their institution.
Sandra Aversa, Retired Vice-President
Deborah Williams Planning & Administration,
Associate Vice-President, Disclosure, University of Windsor
Assurance and Institutional Research,
University of Alberta A former longstanding member of CAUBO’s
Finance Committee, Sandra was an
Deborah’s collaborative nature and instrumental contributor to the 2014 and 2015
belief that good information drives annual conference planning processes, as
good decisions has been instrumental part of the Finance Conference Coordination
in en hancing the availabilit y of Team, acting as coordinator for no less than five sessions and
decision-making data for senior leaders at the University of presenting at two of them. She also presented at the 2012 and 2017
Alberta through the development of Acorn, an institutional CAUBO conferences. She served as a member of CAUBO’s Response
data warehouse. Deborah relentlessly championed this to Funding Reductions Task Force in 2013–2014.
initiative, working with campus partners to understand their
requirements and assembling an expert team to maintain Sandra was also an active and involved member of Ontario’s
the warehouse. Acorn provides data analytics and business Council of Senior Administrative Officers, serving as Vice-Chair
intelligence to the entire institution and has made gathering of the Steering (Executive) Committee, and was in line to become
data on student enrolment and financials significantly easier. Chair before announcing her retirement. She was a member of
Her efforts have led to campus-wide acceptance of the service numerous committees and working groups with the Council of
as the true source of information, a major feat in itself and a Ontario Universities, including the Committee on Space Standards,
testament to her skills. and chaired their Financial Sustainability Committee.
Deborah has contributed to the improvement of institutional Having worked in finance for the University of Windsor in a variety
research at post-secondary institutions across Canada, speaking of roles since 1990, Sandra’s willingness to share her deep and broad
regularly at conferences and contributing knowledge and knowledge of university financial administration in a variety of venues
expertise as a member of CAUBO’s Operational Benchmarking has provided a valued service to her colleagues across Canada.
Working Group.
Honorary Membership
Staff and colleagues call Deborah a “ready and collaborative
partner” and a “modern leader” with strong ethics, who values Honorary membership is given to individuals upon retirement who
diversity and inclusion. Building on her proven capabilities have made an extraordinary contribution to CAUBO and higher
and accomplishments, she has recently transitioned into a role education management.
of increased responsibility as the Associate Vice-President,
Disclosure, Assurance and Institutional Research. Gary Brewer, Retired Vice-President,
Finance and Administration, York University
t u l a t i o n s ! A past CAUBO President and Board member,
Gary has also chaired the Q&P Selection and
Con g r a Nominating Committees and presented at
multiple FBS and CAUBO conferences and
workshops. He was a founding member of
the FBS Management Committee, helping to
guide the evolution of FBS from supporting university bargaining
with faculty associations to advising institutions in negotiating
collective agreements and enhancing labour relations. He was also
Click HERE to return to TABLE OF CONTENTS UNIVERSITY MANAGER • Fall 2018 23a member of numerous committees and working groups with Taxes, Financial Reporting, and Treasury & Investment. She
the Council of Ontario Universities, including a senior-level served as a Board member for five years and was CAUBO
institutional issues group dealing with labour relations, and served President in 1999. Following her term, she chaired the Nominating
as the Council of Senior Administrative Officers’ Liaison with Committee and served on it until 2005. She has also been a
the Ontario University Council of Chief Information Officers. He frequent presenter at both CAUBO and the Council of Ontario
worked with Infrastructure Ontario on behalf of universities to Finance Officers’ annual conferences. For her extraordinary
manage how they become involved in capital projects. efforts and contributions, Trudy was the 2008 recipient of
CAUBO’s Ken Clements Distinguished Administrator Award.
Gary served as Vice-President, Finance and Administration at York
University for 15 years until his recent retirement. Prior to this, Trudy also found time to chair the Council of Ontario Finance
he served as the university’s Director of Budgets for five years. Officers (COFO) from 2013-2015 and won their Distinguished
During that time, Gary was instrumental in helping to modernize Leadership Award in 2008. She was an instrumental member of
York’s infrastructure, developing and implementing an ancillary COFO’s Financial Sustainability Metrics working group, which
operations 10-year planning model and budget framework, and helped develop and refine metrics for universities’ Strategic
spearheading a successful bid to build the new Archives of Ontario Mandate Agreements with government.
building on campus.
Knowing as she does the hard work that volunteers do on behalf
More recently, in 2016, Gary received CAUBO’s Ken Clements of our association, Trudy was an early proponent of CAUBO’s
Distinguished Administrator Award for his outstanding volunteer recognition program, which continues to acknowledge
contributions to higher education administration. and thank volunteers through letters, gifts, and an awards
ceremony each year.
Trudy Pound-Curtis, Retired Assistant CAUBO is grateful to all members whose dedicated volunteerism
Vice-President, Finance and Chief Finance and exemplary leadership strengthen our Association and
Officer, York University our sector.
Trudy’s support of and involvement with We couldn’t do it without you! To learn more about the CAUBO
CAUBO goes back more than two decades, Recognition Awards program visit www.caubo.ca.
beginning with her work as member and
chair of several committees, including
24 UNIVERSITY MANAGER • Fall 2018 Click HERE to return to TABLE OF CONTENTSVous pouvez aussi lire
