The Canadian Bar Association : CBA Charity Law Symposium

Shelina Ali

City of Toronto - Legal Division
Toronto, ON

Shelina Ali is a lawyer at Iler Campbell LLP, a small firm with extensive experience serving co-ops, not-for-profits, charities, and socially-minded small businesses and individuals. . She has been a lawyer with Iler Campbell since 2011, and works on a range of corporate governance, real estate and transactional matters for non profit, charitable and co operative clients. She also sits on the board of the Parkdale Queen West Community Health Centre and chairs the governance committee of The Neighbourhood Land Trust, both of which are Toronto based charities.

Kris Archie

The Circle on Philanthropy and Aboriginal Peoples in Canada
Vancouver, BC

Kris Archie, a Secwepemc and Seme7 woman from the Ts'qescen First Nation, is passionate about heart-based community work and facilitating positive change. In her own words: "My lived experiences as a mixed blood woman, mother and community member informs my desire for inclusion, accessibility, and justice". Archie was the manager for the Vancouver Foundation's Fostering Change strategic initiative before becoming the Executive Director of "The Circle on Philanthropy and Aboriginal Peoples in Canada", an open network to promote giving, sharing, and philanthropy in Aboriginal communities across the country. In all of her roles, Kris works to transform philanthropy and contribute to positive change by creating spaces of learning, relationship-building and activation.

Michael P. Blatchford

Norton Rose Fulbright Canada S.E.N.C.R.L., s.r.l.
Vancouver, BC

Michael Blatchford works exclusively with not-for-profit organizations, social enterprises and other entities in the third sector. His clients include non-profits and registered charities operating across Canada in healthcare, education, social services, arts and culture, environment and recreation. He also assists professional associations, clubs and faith-based organizations. Mr. Blatchford provides strategic legal advice to clients in governance, tax, corporate and commercial transactions. He assists clients with charitable registration and operations, helping them carry out their activities while complying with legal obligations. He represents organizations in their interactions with corporate and tax regulators. He has deep experience advising social enterprise and social purpose businesses as well as the structuring of social or affordable housing developments by non-profits. He is a frequent speaker to lawyers and laypersons alike on a wide variety of legal issues relevant to the sector. Mr. Blatchford also advises charities and donors on tax-effective planned giving and other complex philanthropic gifts. He assists organizations to fairly and effectively hold complex or contentious meetings, using Robert's Rules or other rules of procedure.

Peter David Broder

UNKNOWN ADDRESS-retired fr The Muttart Foundation
Edmonton, AB

No biography currently available.

Florence I. Carey

F I Carey Law Corporation
Winnipeg, MB

Florence Carey operates a solo law practice focussed on charities and non-profits. An experienced lawyer, Florence has 20+ years of experience at a regional firm where, in addition to a busy tax practice, she helped charities and non-profits address their legal issues. Today, Florence provides solid legal advice to help organizations incorporate, create by-laws, and apply for charitable status. She also helps her clients navigate Canada Revenue Agency regulation of charities and non-profits, including gift planning and fundraising rules, and provides advice regarding governance matters. Florence brings a curious and helpful disposition to her work. She first strives to understand the organization and what drives the people behind the organization, so that that she can help them to enunciate their purpose clearly and, through that align their governance to achieve greater impact. She considers herself fortunate to work with many large and established charities as well as small start-ups, and her clients have a wide range of purposes. She’s been told that one of her superpowers is explaining complicated legal concepts in plain language that everyone can understand. She provides advice to organizations (including the boards of directors), and offers training, workshops and access to legal information to help organizations fulfil their purposes while operating ethically, following good governance principles and rules of the regulator. Florence has been recognized as a Best Lawyer in Canada, is the immediate past-chair of the Canadian Bar Association Charities and Not-for-Profit Law Section, a member of the Technical Issues Working Group of Canada Revenue Agency’s Charities Directorate, a member of the Canadian Tax Foundation, co-chair of the CBA’s National Charity Law Symposium, incoming President of the Canadian Association of Gift Planners, Manitoba Chapter, on the Winnipeg board of the Society of Trust and Estate Practitioners, and a member of the Estate Planning Council in Winnipeg. Florence completed the Institute of Corporate Directors’ NFP Governance Essentials Program in 2019, and received the full Directors’ Education Program (DEP) designation in 2021. She has served on the volunteer boards of directors of a number of local charities, and currently serves as Board President of the Manitoba Chamber Orchestra. She is a frequent writer and lecturer on charity law subjects.

Karen J. Cooper

KPMG Law LLP
Ottawa, ON

Karen Cooper practices charity and not-for-profit law with an emphasis on corporate and tax issues with Drache Aptowitzer LLP in Ottawa, Ontario. After two years clerking at the Federal Court of Canada, Ms. Cooper was called to the Ontario Bar in 1995 and became counsel for the Department of Justice in tax litigation and a Senior Rulings Officer with the Income Tax Rulings Directorate of the Canada Revenue Agency. Ms. Cooper has been recognized as a leading expert in charity and not-for-profit law by Lexpert and The Best Lawyers in Canada. In addition to her considerable legal experience, Ms. Cooper also has extensive speaking and teaching experience, including presenting workshops for the Chartered Professional Accountants of Canada, as a sessional lecturer at Carleton University School of Business teaching Business Law, and a part-time professor at the University of Ottawa Faculty of Common Law teaching basic taxation and an advanced seminar (Introduction to the Law of Charities and Non-Profit Organizations). Ms. Cooper has also worked as a consultant providing advice to the Department of Justice and Environment and Climate Change Canada with respect to tax policy issues and is currently serving on the Board of Directors of the Canadian Land Trust Alliance and the Kemptville District Hospital, as well as a member of the Canadian Tax Foundation, Canadian Association of Gift Planners, Association of Fundraising Professionals, the Society of Trust and Estate Practitioners, and on the Executive of the Charity and Not-for-Profit Law Sections of the Ontario Bar Association and the Canadian Bar Association. Ms. Cooper is a frequent author and speaker, as well as a contributing author to The Management of Charitable and Not-for-Profit Organizations in Canada (LexisNexis Butterworths).

W. Laird Hunter, K.C.

McGee, Richard, Toogood LLP
Edmonton, AB

No biography currently available.

Nathaniel B. Lipkus

Osler, Hoskin & Harcourt LLP
Toronto, ON

Nathaniel is an IP litigator and strategist. Nathaniel's practice focuses on contentious legal issues confronting innovation-intensive industries, with an emphasis on litigation, patent and regulatory issues facing pharmaceutical and biotechnology companies. Nathaniel has litigated patent matters in a variety of industries, including in the oil and gas, software and life sciences fields. He was lead counsel for CHEO in Canada's only patent litigation involving claims to human genes, in which he represented the hospital pro bono. Nathaniel is a member of Council for the Intellectual Property Institute of Canada and chairs its Life Sciences committee. Nathaniel also formerly assisted IPIC and represented clients in IP advocacy efforts relating to TPP and CETA.

Tony Manconi

Charities Directorate, CRA
Ottawa, ON

Tony Manconi was appointed as Director General of the Charities Directorate with the Canada Revenue Agency (CRA) on July 25, 2016, taking over from Cathy Hawara. He is responsible for the overall management of the federal regulation of registered charities under the Income Tax Act. Mr. Manconi began his career in the Public Service in 1988 at the Secretary of State. Prior to joining the Charities Directorate, Mr. Manconi served as the Director General of the Collections Directorate of the CRA. Mr. Manconi holds a Bachelor's degree from Carleton University with a combined major in Law and Economics.

Susan May Manwaring

Miller Thomson LLP
Toronto, ON

Susan Manwaring is the national lead of Miller Thomson's Social Impact Group, providing both general counsel and specialized tax advice to social enterprises, charities and non-profits across Canada and internationally. She advises foundations in the field of mission investing and social finance and counsels charities and non-profit organizations on compliance and taxation matters and relevant provincial tax regulations. Susan was recently appointed as a member of the CRA Consultation Panel on Political Activities of Charities.

Micah Adam Parachin

Osgoode Hall Law School of York University
Toronto, ON

Adam Parachin is a family guy who also spends time as a law professor researching and teaching in the areas of charities, trusts and estates law. He joined the law faculty at Western University in 2004 and then transitioned to Osgoode Hall Law School, his alma mater, in 2018. In addition, Adam is counsel to Miller Thomson LLP and an adjunct professor at Carleton University's School of Public Policy and Administration. As a law student, Adam received an academic scholarship in the name of late Chief Justice William G.C. Howland. Researching and teaching the law of charity is one way Adam pays forward the transformative generosity of this scholarship.

Ryan Michael Prendergast

Carters Professional Corporation
Orangeville, ON

Ryan was called to the Ontario Bar in 2010 and joined Carters as an associate lawyer, becoming a partner in 2018, with a practice focus of providing corporate and tax advice to charities and non-profit organizations concerning incorporation, ongoing corporate compliance, anti-spam compliance, registration of charities, audits and internal appeals with Canada Revenue Agency, as well as the amalgamation and merger of charities. Ryan graduated from the University of Ottawa, Faculty of Law, in 2009. Prior to attending law school, Ryan graduated from Glendon College at York University, First Class, with a B.A. in History and a Certificate in Law and Social Thought. During his articles with Carters, Ryan acquired experience in the areas of charity and not- for-profit law, corporate/commercial law, civil litigation, wills and estates, and human rights law. Ryan has co-authored papers for Law Society of Ontario, and has written articles for The Lawyers Weekly, Hilborn:ECS eNews, and the Ontario Bar Association Charity & Not-for-Profit Law Section Newsletter, and has contributed to several Charity Law Bulletins and other publications on www.charitylaw.ca. Ryan has been a regular presenter at the annual Church & Charity Law™ Seminar, Healthcare Philanthropy: Check-Up, Ontario Bar Association and Imagine Canada Sector Source.

David P. Stevens

Gowling WLG (Canada) LLP
Toronto, ON

David Stevens is a tax lawyer and partner in the business law department in Gowling WLG's Toronto office. His practice focuses on personal tax and estate planning, business succession planning and business reorganizations, trusts and charities. David assists individuals with their estate planning, including cross-border tax planning, advises business owners on business succession planning, and works with financial institutions and trust companies on trust law matters. He advises philanthropists on the charitable giving and assists charities and not-for-profits in fulfilling their compliance obligations under the Income Tax Act. David assists clients with estate administration and litigation matters, application to the court for advice and direction and passing of accounts.

CBA Charity Law Symposium

May 11, 2018
Toronto ON

Speakers by Program

CONTACT INFO

CBA Charity Law Symposium

May 11, 2018 Toronto ON

Speakers by Program

CONTACT INFO

May 11, 2018
Toronto ON