Event Information
Start Date
End Date
CFRE Approved
By attending the 2022 Summit, you can earn up to 5.5 CFRE points.
Venue Address
This year the summit is being held in-person in beautiful Richmond, British Columbia. Gather your teams and register.
Schedule
| wdt_ID | Start | End | Session | Speaker |
|---|---|---|---|---|
| 1 | 8:45 PT | 9:45 PT | Breakfast | |
| 2 | 9:45 PT | 10:00 PT | Welcome & Summit Opening | |
| 3 | 10:00 PT | 11:45 PT | Advancement Strategy Workshop – Make Your Vision a Reality | Mark Savenkoff, Vice President, Advancement, Algonquin College |
| 4 | 11:45 PT | 12:45 PT | Lunch | |
| 5 | 12:50 PT | 13:50 PT | The Value of Your Data - Finding the Insights that Make a Difference | Sigrid Penner, Focus Further Solutions |
| 12 | 13:50 PT | 14:15 PT | Break | |
| 13 | 14:15 PT | 16:00 PT | Into the Presidential mind | Laura Jo Gunter, NAIT, Randall Heidt, KPU, Paul McCullough, BCIT, Dr. Misheck Mwaba, Bow Valley College & Ajay Patel, VCC |
| 14 | 16:00 PT | 16:45 PT | Launching your Inaugural Giving Day | Ila Rakhi & Allison Glydon, Bow Valley College |
| wdt_ID | Start | End | Session | Speaker |
|---|---|---|---|---|
| 1 | 8:30 PT | 9:30 PT | Breakfast | |
| 2 | 9:30 PT | 10:30 PT | ‘That dog won’t hunt, but it’s still cute’ Where Alumni can fit into the Campaign Picture | Tom Meadus, New Brunswick Community College |
| 3 | Unravelling the layers of financial gifts: a panel on awards, scholarships & bursaries | Moira Gookstetter, VCC Foundation, Heather Jones, Camosun College, & Sylvia Nettey, SAIT | ||
| 4 | 10:30 PT | 10:45 PT | Break | |
| 5 | 10:50 PT | 12:00 PT | EDII in Advancement | Dr. Arig al Shaibah, The University of British Columbia |
| 8 | 12:00 PT | Summit closing, boxed lunches upon departure |
Sessions
Mark Savenkoff
October 25th @ 10:00 a.m.
Advancement Strategy Workshop – Make Your Vision a Reality
Mark Savenkoff, Vice President, Advancement and Strategy, Algonquin College
All colleges and institutes have strategies and plans; they are vital tools to articulate priorities, define success and demonstrate impact. Some articulate who we are, some articulate who we aspire to be and how we might get there. And, no matter the size of your school, or your role within it, each of us need to work with our institutional plans. But how can you make your institutional plans work for you?
Advancement doesn’t set the academic priorities for our institutions, but it has a key role to play in the development and execution of strategic initiatives that drive institutions forward.
If your institution’s vision can be achieved without alumni, donor or industry support, you are not thinking big enough. It takes a village to bring a strategic plan to life and everyone plays a vital role in its execution. No matter the size of your team, you have a village. Proud alumni, generous donors, and strategic industry and community partners can work with you in pursuit of a better future for your school and your students.
When you look ahead, what do you see? How does your own vision fit into your institution’s overall strategic plan? What kind of reality are you looking for, and how will you know when you have achieved it?
In this workshop,
participants will explore how to best demonstrate the value they are adding to their organization and how to ensure Advancement strategy is aligned with institutional strategy.
facilitated discussions and activities will support the development of individualized plans that participants can action—no matter what position they hold in the organization.
topics will include leadership, policy, finance, corporate risk, and (of course) returns-on-investments.
Sigrid Penner
The Value of Your Data – Finding the Insights that Make a Difference
Sigrid Penner, Founder & Principal Consultant · Focus Further Solutions
Colleges and institutes collect data, all the time. It’s in the intentional act of converting data → information → insights → action where the value occurs. A 2016 McKinsey study found that companies using analytics saw a 93% increase in profits, 112% increase in sales growth and 115% increase in ROI over companies that did not.
Data analytics is crucial to our colleges and institutes when we ask questions like ‘How do we raise more money?’ or ‘How do we use our time most effectively?’.
Good analytics shines a light on opportunities you and your team, leadership or board may not have considered. It highlights risks like a specific type of donor lapsing. It draws attention to focus areas that provide an optimal ROE ‘Return On Effort’ for your organization.
Asking questions of the data helps guide us to:
- identify new opportunities,
- prioritize our initiatives,
- understand our donors and the donor giving life cycle, and
- plan for the future.
In this session, we will
- discuss current realities of data use for fundraising with limited resources and time
- using Lego examples, discuss our current data state and the typical data barriers preventing effective insights
- identify how analytics provides practical and actionable insights to enhance donor understanding and how to focus our efforts
- showcase the value of analytics by telling stories of company wins when they actioned the insights
October 25th @ 2:15 p.m.
Into the Presidential mind
Following the popularity of CCAE’s “Into the mind of a Donor” sessions, CCAE now brings to the college and institute stage a chance to get into the mind of a panel of Presidents & Vice Presidents but with an added twist. Attendees will get a chance to spend some time with the panelists. Meant to inspire, motivate, and connect attendees, CCAE is hosting a two-part workshop:
Part 1: Lightening round!
A panel discussion of college & institute leadership discussing their thoughts on the connection between advancement and leadership and sharing how they hack uncomfortable situations with tips on networking, elevator pitches and more!
Part 2: Group session!
Time for a more intimate conversation. Attendees will be split into a small group conversation with a panelist and other participants. Group sessions will last 20 minutes, and each attendee will meet two panelists. Get ready to ask a burning question, listen to advice, and get time to make meaningful connections.
Panelists include:
Moderator:
Carly Ainlay
Senior Account Executive, Higher Education, Blackbaud
Laura Jo Gunter
President and CEO, Northern Alberta Institute of Technology (NAIT)
Randall Heidt
Vice President, External Affairs and CEO, KPU Foundation, Kwantlen Polytechnic University (KPU)
Paul McCullough
Interim President, British Columbia Institute of Technology (BCIT)
Dr. Misheck Mwaba
President & CEO, Bow Valley College
Ajay Patel
President, Vancouver Community College (VCC)
Ila Rakhi
Allison Glydon
October 25th @ 4:00 p.m.
Launching your Inaugural Giving Day
Ila Rakhi, Senior Development Officer, Major Gifts, Bow Valley College
Allison Glydon, Stewardship Specialist, Bow Valley College
Bow Valley College hosted their inaugural Giving Day in 2021 to bring together community members, alumni, donors, staff & faculty and students in the spirit of philanthropy and celebration. Our Giving Day not only celebrated generosity at every level, but also gave us the opportunity to steward, recognize and thank our donors and supporters through storytelling. During this session we will discuss how you can leverage Giving Day to increase annual giving, bring back lapsed donors, build a list of future major gift prospects, engage your alumni, and utilize stewardship to foster a sense of community.
Learning Objectives
- Giving Day Key Components
- Audience and opportunities
- Stewardship and next steps
Tom Meadus
October 26th @ 9:30 a.m.
‘That dog won’t hunt, but it’s still cute’ Where Alumni can fit into the Campaign Picture
Tom Meadus – Director of Advancement, New Brunswick Community College
In planning its first fundraising campaign, Going Beyond, New Brunswick Community College (NBCC) had to come to terms with what many College Advancement shops hate to admit or have yet to realize; COLLEGE ALUMNI DO NOT GIVE. At least not at levels high enough to build a campaign around.
NBCC’s Director of Advancement will share the role alumni are playing in fundraising at NBCC, how they are leveraged for giving, and a look at where money is coming from (if not alumni).
Following the presentation, the group will be encouraged to discuss their experiences in the arena with alumni and share strategies and insights on college fundraising.
Learning Objectives:
Discuss the reality of alumni giving at colleges and how alumni can still be critical to the business case for college giving
Discover methods to pivot away from a typical university approach to fundraising and why you still need to go through the motions with alumni
Arm yourself with information to build understanding and create expectations among college and campaign leadership when it comes to alumni giving
Unravelling the layers of financial gifts: a panel on awards, scholarships & bursaries
Moderator: Moira Gookstetter, Executive Director VCC Foundation, Vancouver Community College
Heather Jones, Advancement Officer, Camosun College
Katie McCallum, Manager, Advancement, Langara College
Sylvia Nettey, Student Awards Coordinator, Alumni and Development, Southern Alberta Institute of Technology (SAIT)
Awards, Scholarships & Bursaries are everywhere and while they may mean the same thing to students, what they mean to each Institution is different. One thing is always clear, the demand for funds, outweighs the funds available for disbursement. How do you bridge the gap between development, financial aid and academic departments? What makes a successful partnership? What ways can you increase student engagement in donor recognition?
These financial gifts are like giant onions – with layers upon layers of intricate details, planning and legalities. CCAE is pleased to bring together a panel to dive into these issues and opportunities related to the world of financial gifts.
p.s. Having trouble getting the recipients of the funds to say thank you? We will cover that too!
Learning Objectives:
- Hear different approaches to the management, governance and ownership of institutional awards, scholarships & bursaries.
- Learn how fund priorities are assessed and executed, and how to adjust as the need arises.
- Hear ways to keep awards relevant over time through gift agreements with amendment clauses
Moderator:
Moira Gookstetter
Heather Jones
Katie McCallum
Sylvia Nettey
Dr. Arig al Shaibah
October 26th @ 10:50 a.m.
EDII in Advancement
Dr. Arig al Shaibah, Associate Vice-President, Equity and Inclusion, Equity & Inclusion Office, The University of British Columbia
Session details coming soon
Learning Objectives: