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S.94-64

SIMON FRASER UNIVERSITY

Office

of the Vice-President, Academic

MEMORANDUM

To:

Senate

From: ?

J.M. Munro, Chair, Senate Committee on Academic Planning

Subject ?

Centre for North American Business Studies

Date: ?

October 14, 1994

Action undertaken at the meeting of the Senate Committee on Academic Planning on

October 5, 1994 gives rise to the following motion:

•

Motion:

"That Senate approve and recommend to the Board of Governors

as set forth in S.94 -64 , formal approval of the Centre for North American

Business Studies under Schedule A of Policy R 40.01."

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SCAP 94 - 47

SIMON FRASER UNIVERSITY

MEMORANDUM

OFFICE OF

ICE-PRESIDENT, RESEARCH

Attached is a proposal from Dr. Stanley Shapiro, Dean, Faculty of Business

Schedule

Administration,

to establish the Centre for North American Business Studies under

The Governing Committee for Centres and Institutes recommends that the

Centre be granted approval by SCAP. Once approved by SCAP, the proposal is to be

forwarded to Senate, followed by submission to the Board of Governors.

Governing Committee:

Bruce P. Clayman

Vice-President, Research

Jcjm M. Munro

Vke-President, Academic

Attachment

Simon Fraser University

FACULTY OF BUSINESS ADMINISTRATION

MEMORANDUM

July 21, 1994

TO:

Dr. Bruce Clayman, Vice- Preside ntJResearch

FROM: ?

Stanley J. Shapiro,

Dean

SUBJECT: ?

Centre for North American Business Studies

Enclosed

you will find both a document for presentation to the Board of Governors

that would legitimize the existence of the Centre for North American Business

Studies (CNABS) and the annual report of that organization for the 1993-94 fiscal

year. An earlier draft of the proposed articles of incorporation was presented both

to you and Dr. Munro. This version incorporates all the changes the two of you

recommended. The annual report has been prepared by the Centre's Director,

Mr. Bradly Condon, who has attempted to comply with the guidelines for institute

and centre reporting you established about a year ago. I trust you will find both

documents appropriate for their intended tasks. If not, please advise and we will

make whatever modifications and adjustments you consider necessary.

SJS/mbo

End:

Copy: Dr. J.M. Munro, Vice-President/Academic

JUL25 1994

FACULTY OF BI

TO:

Stanley

J. Shapiro, Dean

FROM:

Bradly Condon, Director, CNABS

SUBJECT:

Centre for North American Business Studies

Please approve the attached proposal for the Centre for North American Business

Studies as a Schedule A Centre under University Policy R.40.01. Designation as

a Schedule A Centre implies that the Centre shall be accountable to the Dean of

Business Administration who is identified as the Administrative Officer responsible

for the governance and budgetary accounts of the Centre.

Please sign this memorandum approving the request and forward the documents

to Dr. Bruce Clayman, SFU's Vice-President/Research.

I

BrdCondon

k

za'^ 

Stanley V

SVapiro 

Dean

Faculty of Business Administration

BC/mbo

End:

5.

APPLICATION TO ESTABLISH A CENTRE FOR NORTH AMERICAN

BUSINESS STUDIES

The name of the Centre shall be the "Centre for North American Business

Studies" (CNABS). It is being established as a Schedule A Centre under

University Policy R.40.01. The Dean of Business Administration will be the

Administrative Officer responsible for governance and the budgetary accounts of

the Centre.

Rationale

The nature of relations between Canada, the United States, Mexico and

Latin America is entering a new, decisive phase. The advent of the NAFTA,

and its side agreements on labour and environmental co-operation, has

served as a catalyst for deepening existing relationships between Canada

and the rest of the Western Hemisphere. Complex issues are certain to

arise as trade, investment, labour, environmental and education linkages

expand.

. The Centre for North American Business Studies will both conduct research

on and provide a forum for policy makers, business leaders and academics

to discuss the economic, social and political impact of Canada's evolving

trade relations with the United States and Mexico.

Objectives of the Centre

• To design and deliver innovative North American Business Studies

programs.

• To conduct research on North American economic integration and

publish the results in scholarly journals and the print media.

• To facilitate trilateral and multi-disciplinary collaboration on research

activities, curriculum development and teaching.

• To organize seminars, conferences and speaker series on North

American business issues.

• To establish linkages with other institutions in North America that have

complementary interests in trilateral economic relations.

• To maintain a roster of Vancouver's experts on North American and

Latin American business.

• To conduct the centre's activities in accordance with University policies.

Organizational Structure of the Centre

I CNABS Membership (the Academic Committee)

Membership in the Centre is open to all researchers within SFU

interested in the Centre's objectives. Initial membership shall be by

invitation of the Dean of Business Administration. Subsequent

membership will be by application to the Executive Director of CNABS.

Members will serve for renewable three year terms but they may

terminate their association at any time. The Dean of Business

Administration will serve as the non-voting Chair of the CNABS

Academic Committee. That Committee will provide overall academic

guidance to the Centre.

The following individuals have agreed to serve as founding members of

the CNABS Academic Committee.

Dr. Neil Abramson

Faculty of Business Administration

Dr. T.H. Cohn

Department of Political Science

Dr. June Francis

Faculty of Business Administration

Dr. Gerardo Otero

Dept. of Spanish and Latin American Studies

Dr. Daniel Shapiro

Faculty of Business Administration

Dr. Rosalie Tung

Faculty of Business Administration

ii. External Advisory Board

An External Advisory Board representing a cross section of academic,

government, non-governmental organizations and business leaders, plus

representation from the University administration, will provide guidance

to the Centre. The Dean of Business Administration and the Executive

Director of CNABS will be members of the External Advisory Board,

officio..

The primary task of the External Advisory Board is to help the Centre

evolve to best serve the changing needs of the academic government,

non-govern mental and business communities.

External Advisory Board membership shall consist of the Executive

Director of CNABS, representatives from the public and private sector,

the Consul Generals of the United States, Mexico and other countries

that may accede to the North American Free Trade Agreement and such

others as may be deemed capable of making an exceptional contribution

to the activities of the Board.

Invitations for membership are issued at the collective discretion of the

Executive Director of CNABS, the Dean of Business Administration and

the Chair of the External Advisory Board.

iii. Executive Director of CNABS

The Executive Director shall be appointed, after appropriate consultation

with both the External Advisory Board and the Academic Committee, by

the Dean of Business Administration. The appointment shall be

contingent on funding. The appointment may be part-time or full-time

depending on the availability of funds. The Executive Director may also

simultaneously manage specific programs or projects as part of the

Centre's mandate.

The Executive Director will:

• develop objectives and strategies consistent with carrying out the

overall goals of the Centre;

• keep both the External Advisory Board and the Academic Committee

briefed on the activities of the Centre

• initiate programs and raise funds in consultation with the External

Advisory Board;

• administer the day-to-day operations of the Centre;

• develop and maintain communications internally and externally;

4. ?

Financial Support

Core funding for CNABS will be provided by the interest earnings of a

CNABS Endowment Fund. The operating funds necessary to support

CNABS activity until endowment funding is sufficient for this purpose will be

provided by the Faculty of Business Administration and by public and private

sector supporters of the CNABS initiative. Sponsors for individual Centre

events and research contracts will also be sought out.

July 18, 1994

BC/mbo

ANNUAL REPORT OF THE CENTRE FOR NORTH AMERICAN BUSINESS

STUDIES ?

REPORTING PERIOD: APRIL 1, 1993-MARCH 31, 1994

Name of the Centre: Centre for North American Business Studies

Director: Bradly J. Condon

Harbour Centre Room 2410

Phone: 291-5106

Fax: 291-5122

Email: bcondon@sfu.ca

Description of the Centre:

The Centre for North American Business Studies provides a focal point for the study and

analysis of commerical issues of importance to businesses and governments in North

America. The Centre's top priority is to train and educate North Americans to think

globally, by developing innovative business education programs.

One of the principal ways in which the Centre fulfills this mission is through the Expert

Speaker Seminar Series. The Series brings together leading business people, academics,

government officials, media representatives, students, and interested members of the

community, for discussions of international business issues. Some examples of previous

topics addressed by the Seminar Series are: NAFTA, international business relations

between Canada and other nations, labour mobility, environmental regulations, and the

impact, of international trade agreements on domestic laws. The seminars often provide

valuable insights into the challenges that will face North Americans in the 21st Century.

The Centre believes that all members of the community should have access to the

important information conveyed by the Seminar Series. Consequently, the vast majority of

seminars are open to the general public and free of charge.

Membership in the Centre:

The Centre staff consists of a Director (Bradly Condon), a secretarial assistant and a

research assistant.

The following individuals have agreed to serve as members of the CNABS Academic

Committee:

Dr. Neil Abramson

Faculty of Business Administration

Dr. T.H. Cohn

Department of Political Science

Dr. June Francis

Faculty of Business Administration

Dr. Gerardo Otero

Dept. of Spanish and Latin American Studies

Dr. Daniel Shapiro

Faculty of Business Administration

Dr. Rosalie Tung

Faculty of Business Administration

Please seethe attachment I for a list of the Centre's Advisory Board.

pci.k-

The Centre maintains a large fax list (at least 200 names) of people to invite to seminars.

Activities of the Centre:

a) Seminars: One of the cornerstones of the Centre for North American Business Studies

is the Expert Speakers Seminar Series. The Seminar Series brings together prestigious

audiences in an intimate settings, for discussions of issues important to North American

business and government. In the past year, the Centre hosted 14 seminars, featuring,

among others: Dr. John Curtis; Senior Policy Advisor and Coordinator of Foreign Affairs

and International Trade, Government of Canada; Mr. Jan Hartke, U.S. environmental

lawyer, President, Earthkind (an environmental organization); Mr. Michael Gallagher,

Consul General of the United States; Ambassador Gerald E. Shannon, Canada's

Ambassador the the United Nations in Geneva and Permanent Representative to GATT;

and Ambassador John de Chastelain, Former Canadian Ambassador to the United States.

Conferences: The Centre collaborated with the Canada-Latin America Forum

(FOCAL) to hold a NAFTA conference that brought 68 participants from Latin American

and Canada together in Vancouver to discuss key sectoral issues in the context of the

• changing relationship between Western Canada and Latin America. The conference

attracted delegates from federal and provincial governments, the private sector, academe,

and non-governmental organizations.

Speeches: The Director gave speeches on NAFTA to the Vancouver Electric Club; the

Burnaby Chamber of Commerce and Trade Mission from Beaverton, Oregon; the Burnaby

Rotary Club; the UBC Faculty of Law; and the Conference on Sustainable Development in

the Americas.

Media: The Director was interviewed about North American trade issues on: CKNW,

CKLG, CBC Radio, CITR, Radio Red (Mexico), and Televisa (Mexico).

Publications: "NAFTA and the Environment" published in

Resources

(Canadian

Institute of Resources Law).

Research in progress: "Waste, Irrelevancy and Redundancy in Canadian Export

Promotion Programs."

6. Contractual Obligations of the Centre:

The Centre entered into two contracts with Industry Canada. One contract, for $3,000,

was to create a computer database of local experts on the Americas. The second contract,

. ?

for $10,000, was to host seminars on international trade issues. Both contracts came into

effect on May 1, 1993 and were fulfilled during the 1993/94 fiscal year.

VIA

Financial Statement of the Centre:

Please see attachment #2 (Statement of Income).

Outlook for the future and other comments by the Director:

In the future, the Centre will continue to offer, and attempt to expand, the Expert

Speakers Seminar Series. Proposed future topics include: NAFTA After the First Year-

An Assessment of the Initial Impact; The North American Labour Market in the 21st

Century; The Role of Governments in International Trade Promotion; and Doing Business

in Mexico- The Impact of Cultural Difference on Business Negotiations.

One way in which the Seminar Series could be expanded is through video conferencing

technology, which would allow seminars to be offered simultaneously at different sites.

This technology would, for example, permit people located at SFU's main campus to

participate in seminars held at Harbour Centre. The Centre is currently working with the

Administration and the Instructional Media Service (IMS) to study the feasibility and

desirability of obtaining video conferencing equipment for SFU.

Another project being pursued by the Centre is the establishment of a North American

Business Studies Program. The Centre hopes to develop and co-ordinate a curriculum of

courses in North American Business, Culture and Language Studies that would be offered

to four different student groups. The four groups would experience roughly the same

content, but the program designs will reflect the needs of each group. The four student

groups are: North American MBA students, Local Business Executives, Foreign Business

Executives, and North American University Graduates. Some examples of potential

curriculum topics are: international taxation, international investment, Spanish for business

people, and financing international transactions.

The Centre plans to initiate North America's first trilateral seminar series in concert with

California State University, Sacramento, and the University of Baja California, linking

audiences in the three countries by video conferencing. The seminars will address issues

of common interest to business, academia and government in all three countries, such as

the regulation of business, administrative practices, and environmental regulation, and

using new developments in telecommunications technology to reach across national

boundaries. These seminars will cater to the local business, academic, and government

communities.

The Centre hopes to publish a monthly, one-page newsletter in the near future. The

newsletter will be distributed by fax to the individuals on the Centre's seminar invitation

list. Another goal of the Centre is to launch an international journal to publish trilateral

comparative research on issues of common interest to. Canadians, Mexicans, and

Americans. Finally, the Centre wants to develop a North American Business Studies

Research Library before the year 2000. One of the difficulties encountered by business

4L4

people and students looking for information is finding the time to identify sources of

information and to gather together the needed matierials. The Centre thus feels that a

Research Library dedicated to this type of information could fill a significant need in the

CENTRE FOR NORTH AMERICAN BUSINESS STUDIES

STATEMENT OF INCOME (YEAR ENDING MARCH 31, 1994)

SFU

ACCOUNT NUMBER: 21-291-079

INCOME

SFUBudget Transfers.................................................................$20,500.00

Interest from Vancouver Foundation Endowment Fund...................7,587.70

Corporate and Government Sponsorships:

AT&T Canada .......................................... $10,000.00

North-South Institute....................................8,472.91

Government of Canada.................................7,700.00

Vancouver/Los Angeles Sister City Society ... 1340.00

Bank of America Canada ............................... .1000.00

Total Sponsorship Revenue.............................................28,512.91

Payroll and Benefits Accruals ......................................................... .630.69

TotalIncome.............................................................................

$57,231.30

EXPENSES

SalariesExpense ............................................................................ $40,148.33

Telephone and Fax Expense..............................................................1,152.00

Seminar Refreshments..........................................................................732.53

Miscellaneous Expenses.......................................................................563.03

BenefitsExpense..................................................................................198.43

PostageExpense ............................................................................. .4489

TotalExpenses ....................................................................

42.839.21

Net Income for year ending March 31, 1994...........................$14,392.09

FINANCIAL POSITION AS OF MARCH 31, 1994

Balance available on April 1, 1993........................................................$ (667.17)

Net income for year ending March 31, 1994..........................................14392.09

Net financial position on March 31, 1994.................................$13,724.92