Past seminars & events

Tax Deductible Gifts 2006-2007

29 May 2009

Guest Speakers: Prof Myles McGregor-Lowndes, Director, The Australian Centre for Philanthropy and Nonprofit Studies (CPNS)

Dr Daniel McDiarmid, Managing Director, Global Philanthropic

Nigel Harris, Executive Director, Mater Foundation

Dr Ted Flack, Fundraising Manager, St Vincent de Paul

Craig Gravestein, Director, Xponential Fundraising

Guest Speakers: The Hon. Debra Mullins, Kerry O'Halloran, Prof. Myles McGregor-Lowndes, Prof. Dennis Young, Bob Wyatt, Debra Morris, Prof Evelyn Brody, Laird Hunter, Dr Oonagh Breen, Prof. Helmut Anheier, Robert Fitzgerald, Lindsay Driscoll, Anne Robinson, Terry de March, Trevor Garrett, John Emerson, Low Puk Yeong, Dr Jonathon Garton, Matthew Turnour, Terence Carter, Dr Daniel McDiarmid, Michael Gousmett,

Topic:A variety of topics were covered throughout the conference, including:

• Overview and Themes of Modernising Charity Law Since 2001
• Public Benefit
• Border Patrol Issues
• Charities and the Financial Crisis
• Pemsel Plus
• Religion
• Regulatory Reforms
• Where Do Civil Society Organisations Fit?
• Overview of the Main Policies to Encourage Philanthropy
• What Works, Why and What Cost?
• High Net Worth Families and Attitudes to Giving

Guest Speakers: Bob Wyatt, Dr Grant Charles, Daryl-Lynn MacNeil

Topic: The development and application of the HOMES database - a user-friendly Web-based program that allows organisations to track client information and results.

Guest Speaker: Honourable Justice Michael Kirby AC CMG

Chair: The Honourable Justice Margaret McMurd AC

Topic: Equity's Australian Isolationism

Guest Speakers: Professor Myles McGregor-Lowndes, Sue Woodward, Dr Gavin Nicholson, Mr Steven Bowman, Mr David Fishel, Dr Maureen Cleary, Ms Nerida Nettlebeck, Mr David Thompson AM

Topic: The board as a governance team

Guest Speakers: The Hon. Brian Tee MLC, Sue Woodward, Senator Ursula Stephens, Ms Adele Ferguson, Professor Myles McGregor-Lowndes

Topic: The Public Interest Law Clearing House (PILCH) launches PILCHConnect, a free legal service to benefit nonprofits in Victoria.

Guest Speakers: Harry Zaphir, The Hon. Kerry Shine MP, The Hon. Linda Lavarch MP, Lesley Ray, David Thompson, The Hon. Karen Struthers, Myels McGregor-Lowndes

Topic: The official launch of a variety of CPNS Publications from 2008.

Guest Speakers: Harry Zaphir, Myles McGregor-Lowndes, Jennifer Robertson, Helen Styles, Jeff Cheverton, Sue-Anne Wallace, Nigel Harris, Lesley Ray and Jeff Buchanan.

Topic: Members of the Fundraising Institute Australia join with CPNS staff and alumni to celebrate the 6th anniversary of CPNS.

Official Launch:

Keeping Giving Going: Charitable Bequests and Australians

Every Player Wins a Prize? Family Provision Applications and Bequests to Charities

Guest Speakers: Wendy Scaife, Kym Madden, Ken Edwards, Jeff Buchanan, Myles McGregor-Lowndes, Caite Brewer, Scott Whitla.

Topic: The official launch of two CPNS research reports: 'Keeping Giving Going: Charitable Bequests and Australians' and 'Every Player Wins a Prize? Family Provision Applications and Bequests to Charities'.

Guest Speakers: Walter Piciocchi, Mark West, Paul Paxton-Hall and Mike Booth

Topic: A discussion of the key issues of the recently released ATO Compliance Program 2008-09 and its likely impact on clubs, in particular sporting clubs

Guest Speaker: Andrew Mawson OBE

Topic: Social Enterprise

Guest Speaker: Yue (Jen) Shang

Topic: The Effects of Social Information, Social Identity and Emotion on Giving

Guest Speaker: Prof Adrian Sargeant

Topic: Legacy Fundraising, Topics from Research

Just Change: Strategies for increasing philanthropic impact

Guest Speaker: Dr Diana Leat

Topic: Philanthropy Australia Seminar which examines a recent report by the Association of Charitable Foundation in the United Kingdom entitled, ‘Just change: Strategies for increasing philanthropic impact.’

Part I: 4 December 2007

Part II: 5 December 2007

Part III: 5 December 2007

Guest Speakers: Please see individual seminar pages for a complete list of guest speakers

Topics:

Part I: Workshop for researchers and academics about current research issues concerning nonprofit board chairs.

Part II: Morning workship for Nonprofit Board Chairs. "What Chairs Do"

Part III: Lunch in the Baordroom - a Chair in a Pickle. "Things I'd Wish I'd known as a New Chair"

Guest Speaker: Honourable Justice Handley

Chair: The Honourable Chief Justice Paul de jersey

Topic: Unconscionability in Estoppel by Representation

Guest Speaker: Pamela Cook

Topic: Reflections on 25 years as a Development Professional: the Past, The Present and the Future

Topic: A celebration of the 2007 CPNS academic prize winners for the 2006 academic year.

Proudly supported by CPNS Alumni Chapter, Board Mattes Pty Ltd, Global Philanthropic, Goldman Sachs JBWere, Hough Family Trust, McCullough Robertson, Not-for-Profit Network, Windsor Recruitment

Guest Speakers: Sharon Newnam, Bevan Rowland, Dr. Cameron Newton, Kellie Emerson

Topic: The aim of this seminar is to gain an understanding between the research team and the UCA on the approach to developing and implementing the fleet safety interventions, and to introduce the research project to wider NGOs.

Guest Speaker: Professor Charles Rickett

Chair: The Honourable Justice Margaret McMurdo

Topic: The Equitable Lien and Personal and Proprietary Claims Against Trustees in Breach

Guest Speakers: Jane Schwager and David Thompson

Topic: A lively conversation with two of Australia ’s most experienced and forthright nonprofit CEO’s, Jane Schwager and David Thompson.

Guest Speakers: Dr Wendy Scaife, Dr Heather Douglas, Dr Cameron Newton, Professor Myles McGregor-Lowndes, Ted Flack, Alan Hough

Topic: CPNS Annual Professional Development Day in which CPNS Lecturers present new developments and emerging issues from their discipline as it relates to philanthropy and nonprofit studies.

Guest Speakers: Julie-Anne Mee, Perry Hembury, Maureen O'Brien,

Topic: This training workshop examines the process of implementing the standard chart of accounts (QLD).

Guest Speaker: Carrie Knowles

Topic: A workshop involving a combination of lecture and short writing exercises followed by discussion in which students learn to understand and apply the principles of fiction to their non-fiction thesis.

Guest Speaker: Professor David Gardiner

Topic: A celebration of the 2006 CPNS academic prize winners for the 2005 academic year.

Proudly supported by Windsor Recruitment

Guest Speakers: Myles McGregor-Lowndes and Henry Campe, Lesley Rae, Bernie McKinnon, Mark West, Dr Daniel McDiarmid

Topic: Information on the Tax Laws Amendment (2006 Measures No. 3) Bill 2006 including critical legal areas for compliance and documentation, and strategies for promoting educational scholarships.

Guest Speaker: Christine Kwasny

Topic: A series of interviews with nonprofit practitioners and consultants regarding implementation of the Standard Chart of Accounts (SCOA).

Guest Speakers: Michael Pegg and Professor Andrew Stewart

Topic: Jobs Australia presents a seminar which covers the changes to the industrial relations legislation and issues such as:

• What is WorkChoices?
• What has changed? Does the legislation apply to us?
• As an employer, what do I need to do now? Do I have options?
• What are the long term implications for community sector employers

Guest Speaker: Karen Osborne

Topic: Building a World Class Board

Guest Speakers: Steve Bennett, John Crittall, Ann Fitzpatrick, Tim Longwill

Topic: The impact of the likely Work Choices Act on Queensland nonprofit organisations.

Guest Speaker: Dr Rajesh Tandon

Topic: Citizenship, civil society and governance and issues facing civil society organisations in Australia

Guest Speaker: Mr. Bob Wyatt

Topic: Peak organisations and regulatory reform for Canadian charities

Guest Speaker: Lord Joffee CBE

Topic: Ethical dilemmas for lawyers, doctors, corporations and the wealthy

Guest Speaker: Professor Malcom Cope

Topic: Developments in Relation to Equitable Relief

Guest Speaker: Professor Helmut Anheier

Topic: Creative philanthropy: A new approach

Professional Development for CPNS Alumni & Guests 2005

Guest Speakers: Professor Adrian Sargeant Dr Wendy Scaife, Dr Heather Douglas, Dr Cameron Newton, Professor Myles McGregor-Lowndes, Ted Flack, Alan Hough

Topic: CPNS Annual Professional Development Day in which CPNS Lecturers present new developments and emerging issues from their discipline as it relates to philanthropy and nonprofit studies.

Professor Adrian Sargeant will also present on 'How committed are your donors and does it really matter?'

Guest Speakers: Linda Apelt, Hon. Warren Pitt MP, Kerry Shine, Sue Collins, Di Morgan, Jill Lang, Julianne Corke

Topic: The launch of the Queensland Government's 'Strengthening Non-government organisations' Project.

What is a Charity for Taxation Purposes?
and
Companies Controlled by Exempt Identities

Guest Speakers: Professor Myles McGregor Lowndes, Bernie Mackinnon, Dr Gino Dal Pont, John Emerson AM, Paul Paxton-Hall, Anne Robinson, Murray Baird.

Topic: A discussion on Draft Taxation Rulings 'Income tax and fringe benefits tax: charities' (TR 2005/D6) and 'Income tax: Companies controlled by exempt entities' (TR2005/D7).

Queensland Community Foundation - Philanthropy's Future in the Smart State Seminar Series

13 April 2005

18 May 2005

22 June 2005

Guest Speakers: Please see individual seminar pages for a complete list of guest speakers

Topics:

Seminar 1: Who Are Queenslander's Charities and Deductible Gift Recipients?

Seminar 2: Future Direction of Queensland, Its Economy, Its People and Its Nonprofit Organisations

Seminar 3: Philanthropy & Granting Practices

Guest Speakers: Fiona Fitzpatrick, Paul Paxton Hall, Matthew Turnour, Nigel Stobbs
Professor Myles McGregor-Lowndes

Topic: An exploration of the discussion paper on reform of the Associations Incorporation Act 1981 announced by the Minister of Fair Trading, Hon Margaret Keech MP.

Guest Speakers: John Emerson, Greg Besomo, Graham Reeve and Kym Madden

Topic: A panel of experts will outline critical issues on Prescribe Private Funds (PPFs) confronting professional advisors including, legal, accounting, audit, investment and property donation issues.

Guest Speakers: Coty Cortese, John Emerson, David Ward, Reg Trevaskis, John McLeod, Myles McGregor-Lowndes, Wendy Scaife, Kym Madden, Jane Kenny

Topic: Two sessions which explore the fundamental issues of trusteeship and issues facing family foundations.

Phillip Desbrow Memorial Lecture 2005

Guest Speaker: Jim Greenfield

Topic: Nonprofits and Accountability: Why Counting Gifts Is Not Enough

Guest Speakers: Professor Myles McGregor-Lowndes, Bernie Mackinnon, Paul Paxton-Hall, Matthew Turnour
Via Video-link: Doug Rutzen, Terrence Carter and Richard Fries

Topic: The ATO has released a long awaited draft ruling on its interpretation of a 'gift' for taxation purposes. Mr Bernie Mackinnon of the ATO, who was involved in preparation of the draft ruling will address the key issues. He will be joined by international and local legal experts to examine the ruling.

CPNS Alumni Anniversary Dinner 2004

Guest Speaker: Jeff McMullen

Topic: First Nation Building - The Greatest Challenge Facing Australia's Not-For-Profit Sector

Guest Speaker: Professor Ann Dale (Canada)

Topic: Building bridges and strengthening bonds: Broadening our understanding of Third Sector across regions and diversity.

Guest Speakers: Ms Linda Lavarch MP and Cr David Hinchliffe

Topic: A presentation of the report on the Family Homelessness Project, entitled 'More than just a roof'.

Guest Speakers: Prof Jeff Leiter, Alan Hough, Ted Flack, Mark Lyons, Stephen Cox, Bruce Binnie, Tom Barry, Jeremy Howes, Professor Myles McGregor-Lowndes, Leo Bartlett, Sarah Maddison, Pam Spall, Kathy Steinberg, Jeni Warburton

Topic: A workshop aimed at examining critical issues on surveys for nonprofits, including, sampling, questionnaire design and survey administration.

Guest Speaker: Trudy Zimmerman

Topic: This workshop examines prospect research, how to search online, how to compile a useful profile, how prospect research fits into fundraising, donor relations, and stewardship and how to maintain appropriate advocacy consideration.

W.A. Lee Equity Lecture 2004

Guest Speaker: Hon Justice Bruce Harvey McPherson CBE

Topic: How Equity Reached the Colonies

Guest Speakers: Dr Wendy Scaife, Janet Campbell, Dr Kerry Brown, Professor Myles McGregor-Lowndes, Stephen Marsden, Ted Flack, Alan Hough, Professor Helmut Anheier

Topic: CPNS invites its alumni to continue their professional development by participating in an afternoon seminar which builds on their core units in the Graduate Certificate.  Lecturers from each unit will present new developments and emerging issues from their discipline as it relates to philanthropy and nonprofit studies.  Our special guest will be Professor Helmut Anheier who is currently visiting the Centre as a Myer Foundation Research Fellow.

Guest Speakers: Anna Das, Professor Myles McGregor-Lowndes, Matthew Turnout, Mick Casey.

Topic: This seminar explores tax compliance issues of School Building Funds, including:

• What to expect in a School Building Fund Audit
• School Building Fund Critical Areas
• School Library Funds

Guest Speaker: Professor Helmut Anheier

Topic: Professor Helmut Anheier addresses the drivers for the increase and influence of international nongovernment organisations and the implications for management and policy.

Guest Speakers: John Emerson AM, Graham Reeve, Greg Besomo, John McLeod, Tim Nankivell, Dr John Reid, Christopher Thorn, Brian Wilson.

Topic: The first seminar solely devoted to the critical issues confronting professional advisors in establishing Prescribed Private Funds (PPFs). A panel of experts will outline case studies of successful PPF strategies and the legal, accounting, audit, investment and property donation issues confronting professional advisors to donor clients.

Guest Speakers: Dr Diana Leat, Professor Myles McGregor-Lowndes, John Emerson AM, Greg Besomo

Topic: This seminar discusses community foundations in Australia as examined in Dr Diana Leat's work 'The Development of Community Foundations in Australia: Recreating the American Dream'. The seminar also examines ancillary funds.

Phillip Desbrow Memorial Lecture 2004

Guest Speaker: Professor Adrian Saregeant

Topic: How to keep donors loyal - Using lifetime value to inform fundraising strategy

Guest Speakers: Myles McGregor-Lowndes and Stephen Marsden

Topic: An Examination of Tax-Deductible Donations made by Individual Taxpayers in Australia in 2000-2001

Guest Speakers: Professor Phillip Taylor, Professor Louise Rolland, Professor Margaret Steinberg

Topic: A lively discussion with business, government and community representatives on global and national approaches to population ageing and the workforce.

Guest Speakers: Mr David Graham

Topic: A discussion with Mr David Graham, Office of Fair Trading, on common mistakes made by nonprofit organisations when completing application forms 'incorporation of an association' and 'annual returns'.

Guest Speaker: Mr Robert Fitzgerald AM

Topic: Nonprofit sector under the spotlight - Critical challenges and vital choices for nonprofit organisations in a contested environment.

W.A. Lee Equity Lecture 2003

Guest Speaker: Hon Margaret White

Topic: Equity - A General Principle of Law Recongised by Civilised Nations?

Guest Speakers: Dr John Reid AO, Lady Southeby AM, Margaret Ross AM, Dr Simon Longstaff, Elizabeth Cham, Jill Reichstein, Tim Fairfax, Ian Allen OAM, JOhn Emerson, Greg Besomo, Dr Wendy Scaife, Michael Liffman, Dr Diana Leat, Professor Myles McGregor-Lowndes and Anne Grinrod.

Topic: This forum is for family foundation trustees and staff to share insights into the successful development and operation of family foundations. Speakers include representatives of family foundations along with leading financial advisors, representatives of the ATO and academic researchers. This forum offers a unique opportunity to examine the issues of common concern to family foundations.

Guest Speakers: Professor Myles McGregor-Lowndes, Mick Casey, Matthew Turnour, Paul Paxton-Hall, Mark Reynolds, Associate Professor Peter McDermott, Dr Kerry O'Halloran, Brad Stanfield

Topic: A range of speakers from academic, legal and accounting backgrounds will present on how the Draft Charities Bill will affect nonprofit organisations, the UK Government's Statutory Definition of Charity Proposal, new tax deduction laws before Federal Parliament and the new Tax Expose Draft.

Competing for Community Services: Are nonprofit organisations losing the race?

Guest Speakers: Professor Richard Steinberg and Professor John Quigan

Topic: This seminar examines issues related to competition in the community service sector.

Presented by QCOSS and the Centre of Philanthropy and Nonprofit Studies.

Giving in Disasters
and
Involving the Board of Directors in Fundraising

Guest Speakers: Dr Kathy Steinberg and Pamela Cook

Topic: Two separate presentations: the first, by Dr Kathy Steinberg, looks at philanthropic behaviour in times of crisis; the second, by Pamela Cook, examines the role of the Board of Directors in fundraising.

Guest Speakers: Melanie Herman, Professor Myles McGregor-Lowndes, Paul Telford

Topic: This seminar features discussion on risk management, volunteer protection and other civil liability issues.