I will be speaking on “Ensuring Good Board Governance and Basic Legal Compliance for a Canadian Foundation” at the 7th Annual Foundation, Endowment & Not For Profit Investment Summit organized by the Strategy Institute http://www.strategyinstitute.com/021710_feni7/Foundation_2010.pdf

The description is as follows:

“Ensuring Good Board Governance and Basic Legal Compliance for a Canadian Foundation”:

Governance structure plays a key role in all aspects of the foundation’s risk management including investments and legal
compliance. It is essential that Foundation boards understand their basic obligations as directors and compliance
requirements for the long term sustainability of the foundation.
• Be aware of the top CRA compliance concerns for foundations
• Examine how to ensure effective decision-making processes
• Analyze top ethical issues for foundations
• Review a checklist of top compliance concerns for registered charities
Gain valuable insight into how board governance and legal compliance can improve your efficiency, effectiveness and sustainability.
Mark Blumberg
Partner,
Blumberg Segal, LLP (Toronto)