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Supplier Profile - William Harper Associates

William Harper Contact Details:
William Harper
William Harper Associates
1007 Mount Pleasant Road
Toronto, ON, M4P 2L9

Tel: (416) 948-4235
Email:  send this supplier an email
William Harper Associates
Management Consultant
Provides services in: ONTARIO
Based in: Toronto Metro area   Location: Toronto

A seasoned professional with over 25 years experience leading, managing and advising, primarily in the association sector. A creative, insightful and ethical professional with a proven ability to achieve conflicting organizational goals in complex environments. Areas of expertise and focus include:

  • Member Service and Marketing
  • Information Technology Strategy
  • Financial Communications and Management
  • Education, Training and Regulatory Solutions

Some Relevant Achievements

  • Developed and led, over several years, integrated strategic planning, business planning, budgeting, and strategic management processes for a large association, resulting in balanced budgets and operational initiatives aligned with strategies
  • Developed strategic and business plans for a small community-based charitable organization (the organization's first documented plans), resulting in improved grant applications, more focused and effective Board oversight and more efficient operations
  • Streamlined volunteer committee structures by implementing more flexible, responsive talent pools, resulting in clearer staff accountabilities, more active and effective advocacy, more efficient use of volunteer resources, and policy development times being reduced by 50%
  • Developed and implemented an innovative continuing education program marketing and communications strategy, which achieved a four-fold increase in attendance with no increase in full-time staff and ultimately providing increased financial contribution to the association
  • Oversaw the operation of a 65,000 square foot office building, including ongoing security, maintenance, space planning, tenant relations and lease negotiations, etc., resulting in increased rental income, reduced expenses, and continued staff and tenant satisfaction
  • Worked with suppliers and other corporate partners to establish and manage sponsorship relationships that resulted in a 25-fold increase in a charitable event's net proceeds
  • Worked collaboratively with sister organizations across Canada to share information and program development, resulting in lower development costs, expanded programming and a higher level of trust and cooperation among the organizations' managers
  • Directed an IT service bureau which provided services to external organizations, extending the range of services and increasing the customer base, and improving customer satisfaction
  • Worked with a university faculty library to develop and implement a strategic alliance and support arrangement, enhancing the library's collection and resulting in an association's membership having preferred access to its facilities and collection
  • Reduced costs and improved customer service and operational efficiency by initiating and implementing new organization-wide business processes. Achieved this by moving the association from a departmental ‘silo' structure to integrated customer service roles
  • Revised and restructured, in consultation with the Board chair, the by-laws and policies of a mid-sized community-based charitable organization, and several committees' Terms of Reference and Annual Workplans, resulting in more effective and streamlined organizational governance and performance


Professional & Academic Credentials

Chartered Accountant, 1981 - Present

Bachelor of Mathematics, 1978, honours co-op, majoring in Computer Science


Summary of Professional Experience

William Harper Associates, 2002 - Present

  • President; providing consulting services to the not-for-profit sector in the areas of IT strategy, organizational governance, design and planning, education and training, and financial communications and management

The Institute of Chartered Accountants of Ontario, 1988 - 2002

  • Vice-President of Operations & Chief Financial Officer (1999 - 2002); provided leadership of information technology, member records, finance and other administrative operations
  • Director of Member Services (1991 - 1999); responsible for professional development programs, professional services, and advisory, affinity and other member services
  • Associate Director of Professional & Technical Services (1988 - 1991); delivered advisory, advocacy, and other professional and technical services

Clarkson Gordon (now Ernst & Young), 1978 - 1988

  • Audit and Computer Audit Manager (1984 - 1988); responsible for a diverse group of clients, including a variety of corporate, entrepreneurial and not-for-profit organizations
  • Audit Senior and audit staff member (1978 - 1984); provided audit and consulting services to a variety of corporate, entrepreneurial and not-for-profit organizations

University of Waterloo Co-op Program, work terms, 1973 - 1978


Volunteer Experience

Windfall Clothing Service, 2003 - Present

  • Treasurer, Chair of Finance & Audit Committee, Chair of Agency & Donors Committee and Executive Committee member (2004 - Present)
  • Board member (2003 - Present)

CA Golf Day for Children's Charities, 1995 - 2000

  • Organizer, increasing the event's charitable proceeds from $3,000 to $80,000

Volunteer Tax Clinics, several years from 1979 - 2000

  • Assisted low-income and elderly taxpayers with their tax returns and related filings


Publications (to be published in 2006 by the Canadian Institute of Chartered Accountants)

Twenty Questions Not-for-Profit Directors Should Ask About Governance

The CICA Not-for-Profit Organization's Financial Management Guide (working title)


Other Interests & Activities

Other interests and activities include Yoga, running, reading and raising two teenagers.

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