CLE Online

Welcome and Introduction

Robert G. Kuhn — Kuhn & Company, Vancouver and Abbotsford
Kevin G. Sawatsky — University Legal Counsel and Professor of Law, Trinity Western University, Langley

Charities in the Court Room—Hot Topics in Charities and and Not-For-Profit Law

• litigating internal control disputes
• how can a director be indemnified
• the cy pres doctrine

D. Geoffrey Cowper, QC — Fasken Martineau DuMoulin LLP, Vancouver
W. Stanley Martin — Fasken Martineau DuMoulin LLP, Vancouver

Networking Break

Concurrent Sessions #1 (choose one)

A. Charities and Current Taxation Issues

• what is the disbursement quota and why should you care?
• Federal Budget 2010 changes to the disbursement quota
• how has planning changed?

Margaret H. Mason — Bull, Housser & Tupper LLP, Vancouver

B. Insurance for Charities and Non-Profit Organizations

• determining insurance needs
• types of insurance policies available
• multiple coverages
• third person recovery
• what triggers coverage and the importance of limitation periods
• obligations of the insurer and the insured
• litigation issues and obligations of insurer-appointed defence counsel

David B. Wende — Alexander Holburn Beaudin & Lang LLP, Vancouver

C. Guidelines for Charities Operating Internationally

• nuance and flexibility in CRA's Revised Guidance on International Charitable Activity
• practical tips and precedents on how to structure international charitable activity
• are you (not) funding terrorism?: a "made in Canada" approach from CRA
• the role of the lawyer in international matters

Robert G. Kuhn — Kuhn & Company, Vancouver and Abbotsford
Ian C. Moes — Kuhn & Company, Vancouver and Abbotsford

Lunch With Featured Speaker: "Meeting the Challenges of Leadership in the Charity and Corporate World"

Peter Legge, OBC, LLD (Hon), DTech, CSP, CPAE, HoF — Chairman and CEO, Canada Wide Media Limited, Burnaby

Charities Governance: Best Practices and Current Issues

• recent developments in best practices for governance
• effective risk management
• lawyers on boards
• current director's liability issues
• ethical issues: conflict of interest at the board table

Donald Bourgeois — General Counsel and Director, Legal Services, Alcohol and Gaming Commission of Ontario, Kitchener 

Concurrent Sessions #2 (choose one)

A. Education: Update on Independent School Issues

• the educational contract
• ability to restrict admission to independent schools
• student discipline issues
• special needs issues
• ethics and practice management issues: dealing with the press

B. Incorporation of Societies, Registration of Charities, and Maintenance of Both: Recent Developments

• society incorporation and maintenance update
• charitable registration and maintenance update
• recent B.C. Supreme Court and Court of Appeal decisions summary
• know thy client: practice management and client relations issues
• application of the Law Society's rules on client identification and verification to societies and charities
• pro bono issues and opportunities
• miscellaneous practice tips and discussion
• Society Act amendment update
• Federal Not-for-Profit Corporations Act update
• Health Care Professions Act update

Anders I. Ourom — Barrister and Solicitor, Vancouver

C. Fundraising and Related Legal Issues

• recent legal developments
• avoiding fundraising "misconduct"
• the debate on commission or results based remuneration

Donald Bourgeois — General Counsel and Director, Legal Services, Alcohol and Gaming Commission of Ontario, Kitchener

Networking Break

Key Employment and Human Rights Topics

• legal developments that matter
• how to respond
• what might be coming
• ethical issues: what to do when your client representative gets fired

Kevin L. Boonstra — Kuhn & Company, Vancouver and Abbotsford
Earl G. Phillips — McCarthy Tetrault LLP, Vancouver
Kevin G. Sawatsky — University Legal Counsel and Professor of Law, Trinity Western University, Langley

Closing Remarks

Robert G. Kuhn — Kuhn & Company, Vancouver and Abbotsford
Kevin G. Sawatsky — University Legal Counsel and Professor of Law, Trinity Western University, Langley