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Field Note · CPA Ontario NFP Conference 2025

Resilience is a Verb: What the CPA Ontario Not-for-Profit Conference Revealed

In November 2025 I hosted the CPA Ontario Not-for-Profit Conference. The theme was Resilient Futures. Seven speakers, eight hours, topics ranging from AI adoption to board governance to front-line service delivery. What I took away was more urgent than the theme: the sector's biggest obstacle to building resilience is not funding or technical skills. It is the calculus that makes staying stuck feel safer than taking the next step.

Greg Zatulovsky· Founder & CEO, PF TECH·· 6 min read
A line of wind-bent pines on a rocky shoreline at dawn, shaped by years of storms — with "Resilience is a verb." rendered in serif display over the soft left third.
A line of wind-bent pines on a rocky shoreline at dawn, shaped by years of storms — with "Resilience is a verb." rendered in serif display over the soft left third.

Resilience is a Verb: What the CPA Ontario Not-for-Profit Conference Revealed

In November 2025, I hosted the CPA Ontario Not-for-Profit Conference. The theme was Resilient Futures, and over eight hours and seven speakers — covering economic uncertainty, AI adoption, cybersecurity, fundraising, governance, audit practice, and front-line service delivery — a single thread connected every session.

The organisations that will thrive are the ones actively engineering their resilience. Every speaker framed the challenge differently. All of them pointed to the same underlying problem.

The conference rated 9.1 out of 10. The room was full of practitioners who care deeply about this work. And the sharpest thing I left with was not about any single topic — it was about the gap between knowing what needs to be built and actually building it.

Wind-bent pines on a rocky shoreline at dawn with the words Resilience is a verb rendered in serif type.
01·Field Note

What the Sector Actually Said

Seven speakers. Eight hours. One thread.

Chapter 01 of 03

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Pamela Uppal-Sandhu — Financial resilience as architecture

Pamela Uppal-Sandhu, Director of Policy at the Ontario Nonprofit Network, opened the day with the sector's economic reality. The post-pandemic funding environment is not recovering — it is restructuring. Organisations that took on short-term funding during COVID without building sustainable underlying operations are now navigating the cliff edge. Pamela's message was clear: financial resilience requires proactive architecture. Diversified funding, flexible budgets, and honest scenario planning are operational requirements in the current environment.

Jason Shim — Minimum Viable Policy

Jason Shim, Chief Digital Officer at the Canadian Centre for Nonprofit Digital Resilience, delivered the session that generated the most conversation. His reframe of a familiar concept has stayed with me: instead of the Minimum Viable Product, he proposed the Minimum Viable Policy — the working set of guardrails that lets your organisation engage with technology today, responsibly, without waiting eighteen months for the perfect governance framework that may never get finished. His line — "if it is free, you are the product" — was the clearest articulation of the AI tool adoption risk I have heard, and it landed in the room the way plain-spoken truths do.

Instead of the Minimum Viable Product, think Minimum Viable Policy — the working set of guardrails that lets your organisation engage with technology today, responsibly, without waiting for the perfect governance framework that may never arrive. And remember: if it is free, you are the product.
Jason ShimChief Digital Officer, Canadian Centre for Nonprofit Digital Resilience

Dr. Richard Leblanc — Oversight to insight

Dr. Richard Leblanc, one of Canada's leading authorities on board governance and cybersecurity, spent the afternoon connecting two domains the sector often treats as separate. His challenge to boards — to move from oversight to insight — is not rhetorical. It is an architectural shift in how boards engage with organisational data, technology risk, and the pace of change happening in every operating environment. The boards that are still working from quarterly printouts are not governing the organisation that exists today. They are governing a version of it that is already three months out of date.

Carolyn Stewart-Stockwell — What it's all for

Carolyn Stewart-Stockwell, CEO of Feed Ontario, closed the day by bringing the room back to what all of this infrastructure work is actually for. Her session — Surging Demand vs. Constrained Supply — was the most direct account of what happens when the infrastructure fails the mission: front-line workers trying to support communities with what she called the impossible arithmetic of structural deficits and surging need. The gap between what the sector is being asked to do and what it is resourced to do is not closing. The only variable available is operational efficiency — and operational efficiency is an infrastructure problem.

Resilient Futures · November 2025 · By the numbers

9.1/10

Conference satisfaction

Rated by 70 attendees across a full-day virtual format.

77%

Rated 9 or 10

Sector-leading result for a virtual CPA Ontario event.

7

Sessions, one argument

Economic uncertainty, AI, cybersecurity, fundraising, governance, audit, front-line service.

1

Real barrier

Not funding. Not talent. Not tech. Frozen indecision.

02·The Insight

The Real Barrier

The sector is frozen because the risk of getting it wrong feels larger than the cost of staying stuck.

Chapter 02 of 03

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I went into the conference thinking the central challenge was capability. That non-profits needed more knowledge, more tools, more technical skills. That is partially true, and it is what the Mission Multiplier Program is designed to address.

What I left understanding more clearly is that the deeper challenge is confidence. The sector knows that AI and modern technology infrastructure exist, and does not doubt they could help. It is frozen because the risk of getting it wrong feels larger than the cost of staying stuck. Every conversation about AI adoption eventually arrives at: but what about data privacy? Every conversation about system modernisation eventually arrives at: but what if we choose the wrong platform?

These are legitimate concerns. They deserve real answers.

What Jason Shim's Minimum Viable Policy framework offers — and what I believe is the sector's most urgent need right now — is a path out of the freeze that does not require perfect information. You do not need a complete AI governance framework before you can do anything. You need a working set of principles, a designated internal leader accountable for technology decisions, and the willingness to take one informed step at a time.

The organisations leaving the conference with momentum were the ones who had stopped waiting to have everything figured out.

  1. 1

    Financial Architecture

    Diversified funding, flexible budgets, and scenario planning built as proactive systems — not reactive responses to the next crisis. Pamela Uppal-Sandhu's message: the organisations that will survive restructuring are the ones that built for it.

  2. 2

    Governance Intelligence

    Boards moving from oversight to insight — engaging with organisational data in real time, not quarterly printouts. Dr. Richard Leblanc's challenge: govern the organisation that exists today, not the version from three months ago.

  3. 3

    Technology With Intention

    A Minimum Viable Policy before the perfect governance framework. Jason Shim's reframe: you do not need to know everything before you can do anything. One informed step at a time, with clear guardrails and an accountable internal leader.

Field Notes

More field notes from the sector.

Conference takeaways, governance frameworks, and the practical moves I see working across the sector — delivered as they land, not on a schedule.

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03·What's Next

Where This Led Me

The gap between what organisations know they need and what they have the confidence to pursue is real, significant, and closeable.

Chapter 03 of 03

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Hosting this conference sharpened something I had been working through for a while. The intersection of AI, information management, governance, and non-profit operations is a specific niche that no one else is working at with both the technical depth and the sector credibility to make it useful. The conference made clear that the sector is asking for this. The gap between what organisations know they need and what they have the confidence to pursue is real, significant, and closeable.

It is why the AI Governance Advisory exists. It is why the Mission Multiplier Program is launching in 2026. And it is why I will keep doing the work of translating the complexity into something the sector can actually act on.

My closing remarks that day ended with this: "Our work is to bridge the gap between people, process, and technology. To take the world's growing complexity and simplify it, empowering our organisations to build a more equitable world for the generations to come."

That is still the work.

Build Your AI Governance Foundation

The AI and Data Governance Advisory is PF TECH's standing retainer advisory for non-profit leadership teams and boards — structured facilitation to build the frameworks, policies, and confidence your organisation needs to engage with AI responsibly. Not a report delivered and forgotten. A working engagement with your board, leadership team, and internal AI adoption lead.

How did this land?

Greg Zatulovsky

About the author

Greg Zatulovsky

Founder & CEO, PF TECH

Greg founded PF TECH to multiply the operational capacity of purpose-driven organizations. CPA with fifteen-plus years in non-profit finance, operations, and technology. Writes from inside the work — practitioner voice, not pitch deck.

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