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Our services

Canlead provides flexible, scalable support services for organizations of all sizes and budgets. As a full-service association management company, we have the right tools and team members to help manage and grow your organization. Whether its support for your volunteer board, temporary support staff or full-time executive leadership, Canlead is here to help.

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Financial Management & Reporting

Accurate, transparent, and compliant financial management is essential for not-for-profit-organizations. Canlead’s team provides experienced, reliable administration and oversight to support your organization’s financial operations that are tailored to your specific needs. We provide the right tools, and level of insight necessary to help your board and committees execute their fiduciary responsibilities and make informed financial decisions.

We can assist with:

  • Financial management and oversight, including budget development

  • Day to day accounting, including bank management, accounts receivable, accounts payable, and monthly reconciliations

  • Customized financial reporting and analysis for management and board

  • Preparing and filing government returns and remittances, including HST

  • Management and coordination of annual audit process with auditors

  • Preparation of compilation engagement financial statements

  • Payroll administration and reporting

  • Accounting system management

  • Implementation of financial best practices and processes

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Executive Leadership & Board Support

Not-For-Profits come in many sizes and have diverse needs for support. We can help maximize your resources by offering skilled, qualified team members to help run the organization and fill in gaps whether full-time, part-time or on a temporary basis. We excel in board governance and have the experience and tools to help volunteer boards function efficiently, transparently, and accountably. We work with your schedule and available resources to offer flexible support when you need it most.

We can provide:

  • Full-time, part-time or temporary Executive Directors, General Managers or CEOs.

  • Executive Director recruitment and transition planning

  • Implementation of strategic plans, initiatives, and programs

  • Development of operational, HR and board policies

  • Operational planning and reporting

  • Strategic Planning

  • Corporate Secretary and board administration services

  • Board meeting facilitation and support

  • Board development, orientation and exit interviews

  • Board elections process and oversight

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Administration & IT Services

The world of business is constantly evolving. Our experienced, detail-oriented support staff can help your association keep pace with changing processes and technology. We also recognize that staff turnover is inevitable. We can help provide continuity by providing a secure, well managed centre of operations to support smaller, volunteer-run organizations administer their day-to-day tasks.

We can provide:

  • Corporate headquarters service including mail delivery, phone system and email monitoring

  • Access to board room space

  • Secure document filing and storage

  • Well documented processes and standard operating procedures

  • Maintenance of membership and contact databases

  • Hardware and software sourcing

  • Basic tech support and coordination of tech support services

  • Website content management, hosting and analytics

  • Set-up and management of virtual event and meeting platforms

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Event Management & Communications

Well run meetings and events are essential for most associations and concise, regular communication is a must! We have the savvy to help you organize efficient meetings and host events of all sizes—whether in-person, on-line and hybrid. Our team can offer customized support to help you effectively communicate with members and stakeholders, shaping your message and providing the engagement and service they require on the channels they use.

We can assist with:

  • Communication coordinator services

  • Digital content and social media support

  • Newsletter design, content and circulation

  • Media relations 

  • Member communications and assistance

  • Event coordinator services

  • AGM and board meeting planning and facilitation

  • Virtual event set-up and support

  • Live event planning, promotion and set-up

  • Event registration set-up and support

Additional Resources for not-for-profit organizations

Training & Skills
Development

Canlead is pleased to offer customized training modules in board governance and financial literacy that will enable your team to stay mission focused and understand the organization’s bottom line. We also provide executive coaching and mentorship to help organizations train new staff or develop skills with the existing team.

Ask us about available training packages.

Organizational Best Practices & Compliance Reviews

We have extensive experience in financial administration, not-for-profit governance, and compliance. We can review by-laws, analyze your HR practices and help develop policies and Standard Operating Procedures.

Ask us about a review of your organization.

What our clients are saying

  • “TOGA required part-time administrative support, with diverse areas of expertise, and Canlead was a perfect fit for this role. The expansive skill set of the Canlead team provides flexibility to access team members specific to the tasks at hand. Based on our excellent experience, I have already recommended Canlead Solutions to other industry members looking for part-time administration assistance.”

    — Jan VanderHout, The Ontario Greenhouse Alliancerce

  • “Wow, did LRIC luck out in getting to work with Canlead and Laura and Mel in particular! I had high expectations and they were exceeded. The work that went into preparing for the yesterday’s Board meeting was massive and all along the way, both Laura and Mel brought great experience, sound advice, good questions and suggestions, super documentation and even smiles through the process… a real treat!”

    — Mike McMorris, Livestock Research and Innovation Corporation

  • “Right from the beginning, Canlead came in and guided us to our goals objectives, they brainstormed with our board of directors to update the organizations vision and mission. OCIRC wanted to ensure the strategic priorities were aligned and the organization had a clear plan for the next three years. Canlead was the right choice for OCIRC because their knowledge, focus and depth on the team, making the job of a director easy.”

    — Anthony Pracek, Ontario Cereal Industry Research Council

  • “The quality of work and service we received from Canlead in the execution of our governance review and internal policy audit was first-rate. A truly professional, dynamic, and responsive team to work with, I would recommend them to other organizations and businesses without hesitation.”

    — Richard Horne, Beef Farmers of Ontario

  • “Canlead has been a fantastic partner. Their involvement was paramount in getting our organization off to a strong start. A robust knowledge base in government program delivery helped us to launch our first funding call at an unprecedented pace. We appreciate the level of engagement of the Canlead team, as we feel and act as if they are one of our own team members. CFIN-RCIA looks forward to our continued partnership and the added value they provide to our organization.”

    — Joe Lake, Canadian Food Innovation Network

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Our team is passionate about your success

We take pride in getting to know and sharing in our clients’ missions. Our client-focused culture motivates our team and helps us generate results that satisfy. Building stronger organizations is our passion. At Canlead, we believe that when associations succeed, communities thrive!