CCAE 2012 Presenter Profiles
A fundraising and management professional for almost 30 years, Lorie Abernethy has provided strategic leadership for arts, culture, education, and religious-based organizations in a wide range of capacities. She is currently Associate Director, Alumni & Stakeholder Relations at SAIT Polytechnic.
Prior to joining the SAIT team, Lorie served successively as Director, Student Awards and Stewardship and then Director of Development for EducationMatters, Calgary’s Public Education Trust. Prior to joining that, she was the Manager, Graduate Awards, Fund Development and External Relations for the Faculty of Graduate Studies at the University of Calgary.
Currently Vice President of Calgary Beth Tzedec, she has served on the Advisory Council of the Calgary Institute for the Humanities, and is a member of the Council for Advancement and Support of Education and the Calgary Downtown Rotary Club. She serves as President-Elect on the board for the Association of Fundraising Professionals (AFP) and was co-chair of the 15th annual National Philanthropy Day in November 2011.
Lorie has served as a Mentor Consultant with CentrePoint’s Fundraising and Development Program and in the mentorship program through the AFP Calgary & Area Chapter. She holds the CFRE designation and has a Master of Arts degree in Philanthropy and Development from Saint Mary’s University in Winona, Minnesota.
Kathy Arney is a development professional with a strong background in operations. She recently joined The Banff Centre, moving from Ottawa where she was Director, Faculty Development and Major Gifts at Carleton University. Previous to that she spent three years at UBC Okanagan and a lengthy tenure at Queen's University in Kingston, Ontario, most recently as Executive Director of Advancement Operations and CFO (Advancement). In addition she has consulted in the hospital sector, municipal fundraising, and several universities on advancement restructuring, strategic and operational planning and review, and campaigns.
Kathy’s combination of experience and skills is truly unique. Executive education, operations, management, strategic planning, budget, financial reporting, project management, and fundraising experience combine to bring a perspective to development that is built on a solid business and management foundation.
With a major restructuring, a $262 Million capital campaign and 12 years at Queen’s University in Kingston, Kathy joined the development office at the new UBC Okanagan campus. In 2009 she was attracted to Carleton University where she is Director of Faculty Development and Major Gifts in a leadership role for their comprehensive campaign. She looks forward to planning The Banff Centre’s next campaign. At each institution she has played key roles in improved results, processes, and in successfully securing strong investment in advancement.
Kathy obtained her Commerce degree from Queen’s in 1989 and her C.A. designation in 1991. She has spoken at regional, national and international conferences on a variety of topics, including operations and customer service, budgeting and funding models.
Frances is celebrating her 10th year as a professional fundraiser. After successfully transitioning from the volunteer world, she spent four years at Baycrest Centre Foundation. In 2002 she left the world of health care for education, taking on the challenge of fundraising in the independent school arena for TanenbaumCHAT, Canada’s largest private high school and the Diaspora’s largest Jewish Community High School.
Over the last six years, Frances’ goal was to establish TanenbaumCHAT as a destination for significant philanthropy. After recently celebrating groundbreaking on a $10 million capital campaign, she is thrilled to see her hard work come to fruition.
Line Boucher earned a BA in communications and a Master degree in Management. She joined the University Laval in Quebec City, 18 months ago. As communication consultant, she worked on various strategic projects of the Communications Branch. This is how she had the mandate to review from the ground up the business model of the two major printed publications of the university.
Before she entered Laval University, Line Boucher was manager of students and graduates services at the University of Quebec in Abitibi-Temiscamingue. In her role of responsible for student recruitment, she explored the university marketing and promotion of the brand.
Line Boucher made her career as consulting before joining academia. Her approach is characterized by its concern to optimize resource use, and if possible, to do more with less.
Bob Burdenski is an internationally-recognized annual giving program consultant for schools, colleges and universities. He is a prolific writer and published author, often appearing in Currents, the member magazine of the Council for the Advancement and Support of Education (CASE). He is the author of 3 CASE books: Innovations in Annual Giving, More Innovations in Annual Giving: Ten Global Departures That Worked, and Online Innovations in Annual Giving.
A recipient of the prestigious CASE “Crystal Apple” award for teaching excellence as ranked by his audiences, he has educated and entertained at presentations throughout the United States, Europe Asia, and Australia. In 2009, he presented CASE’s first-ever annual giving training program in India. Since 2002, Bob has served as the moderator of FundList, the largest fundraising e-mail discussion listserv in the world, with more than 2,500 development professional subscribers.
Bob Burdenski, an annual giving program consultant since 1996, has spent 22 years in fundraising, serving a variety of educational institutions, and religious and human services organizations. He has served as Director of Annual Giving and then Director of University Development at Cleveland State University, Vice President for Development at Catholic Charities Corporation in Cleveland, and Chief Development Officer at Notre Dame College of Ohio.
David Chambers joined Durham College in 2005 as President of the Durham College Foundation, and Vice-President of Advancement representing Durham College and University of Ontario Institute of Technology (UOIT). He was appointed associate vice-president of the new Office of Development of Durham College in 2009.
David is responsible for all fundraising efforts for Durham College, maintaining and creating new partnerships in the private and public sector; and collaborating with Your Student Association, Faculty, Board of Governors, Staff and Durham College Foundation. He is also responsible for the Durham College Alumni function.
Since 1974, David has been involved in fundraising for a variety of charitable organizations. In 1991 he became president and senior partner of The Goldie Company, the longest established fundraising consulting firm in Canada. Mr. Chambers managed multiple clients in a variety of campaigns for post-secondary education and other not-for-profit institutions.
David Chambers attended McMaster University and received the certified fund raising executive (CFRE) designation in 1987. He is a member of the Canadian Council for the Advancement of Education, as well as the Council for Advancement and Support of Education (U.S.) and the Association of Fund Raising Professionals.
He has served on the Boards of the Toronto CFRE chapter and Canadian Children’s Opera Chorus, among his many volunteer roles. David is a current member of the Colleges Ontario Committee of Advancement.
With over 20 years of fundraising experience, Kelly leads a team of 25 alumni relations and development staff and a $200 million campaign. Prior to joining Ivey, Kelly was Senior Counsel with The Fundraising Network, where she worked with Thames Valley Children Centre, Brescia College University, Orchestra London and the Canadian Medical Hall of Fame.
Over a four-year period as President & CEO of West Park Healthcare Centre Foundation in Toronto, Kelly led the foundation into a capital campaign that tripled revenues. Previously, Kelly spent nine years at The University of Western Ontario.
Janice Cunning is a Certified Professional Co-Active Coach trained by the Coaches Training Institute (CTI). She combines her coaching skills with 15 years of experience as a fundraising consultant and researcher. Janice was previously a Senior Consultant at KCI, Canada's largest fundraising consulting firm. In this role, she provided coaching to leading university prospect research departments with a focus on strategic planning, teamwork, and communication. Within the firm she led strategic planning retreats and monthly meetings that focused on innovation and continued improvement to client services.
Senior Vice-president and partner of the largest fundraising firm in Canada, Gil Desautels has expertise in strategic planning, institutional development and major gift fundraising, combined with extensive experience in the education sector.
Gil is a graduate of McGill and Concordia Universities and holds a Masters degree in Business Administration from the École des sciences de la gestion of l’Université du Québec à Montréal (UQAM). He has also undertaken extensive studies in philanthropic development. Prior to joining KCI, Gil Desautels held several senior positions at l’UQAM including Executive Director of the Alumni Office which he founded. Subsequently, he was named Vice-President and Executive Director of the University’s Foundation. He was also the Executive Director for the Fonds de développement of the University of Montreal.
Actively involved in the community, Gil Desautels was a board member of CCAE for several years. He is one of the most sought-after speakers on philanthropy in Canada.
Jonathan is a graphic design graduate from Seneca at York and worked at York is U before joining the Alumni Office team in 2006. His accomplishments at York include participation in the rebranding of Alumni Relations and the redesign of its website and print collateral.
Jonathan’s design flair was honed at Arnold Brand Response, in his work on direct marketing campaigns such as Canadian Blood Services and HBC Rewards/Air Miles, as well as assignments with a number of design studios. He’s constantly up to date on the latest trends on Twitter, Facebook and other social media. He’s also a bit of a self-proclaimed “tea snob/tea connoisseur” and the master of the dorky and geeky.
Vincent Duckworth has over 17 years of experience as a fundraising professional. He has worked as a senior fundraiser with the University of Alberta, the Northern Alberta Institute of Technology, and the University of Calgary. Vincent has his professional fundraising credential, CFRE, and a degree in Mechanical Engineering from the University of Alberta. Vincent is also a certified AFP Master Trainer.
Vincent founded Duckworth & Associates in 2007 as an independent fundraising consultancy, focusing on capital project fundraising and specializing in philanthropic naming and policy.
Vincent is committed to his profession and his community. He currently serves as a board member on two arts organizations in Calgary and as an advisor to two national and international boards and councils. He was president of the Association of Fundraising Professionals (AFP) Chapter in Edmonton and was a board member of CASE District VIII for eight years.
A graduate of UBC, Barney has worked at UBC for twelve years and is currently Director, Alumni Engagement, Campaign. As co-lead on a unique, dual-goal campaign, Barney is focused on doubling the engagement of UBC’s alumni over the next five years. Barney also oversees UBC’s alumni engagement activities in Asia and strategies to engage UBC’s most influential alumni.
Barney is an active volunteer: past Chair of Volunteer Canada; the Advisory Committee of Framework Org in Toronto; Vantage Point in Vancouver; The United Nations Global Volunteering Initiative; and a number of local university and college alumni organizations (Kwantlen, Langara and CapilanoBarney has also been a fundraising consultant and instructor at Vancouver Community College and BCIT.
With 18 years of experience, Humberto has been involved with many aspects of advancement including telefundraising, alumni and donor records, advancement research, alumni relations, web development and information systems and technology.
During the past 10 years, Humberto’s career has focused on innovative technological solutions to facilitate the achievement of critical objectives within the Division of University Advancement and the University of Toronto advancement community. He provides strategic leadership and direction for infrastructure solutions, integrated client services, information security, “green IT/sustainable IT” and enterprise IT policy development.
As technology capabilities continue to expand at an exponential rate, Humberto is a passionate advocate of flexible system designs centred on the client experience that incorporate technological solutions to simplify complex business cases and achieve maximum potential.
Catherine Finlayson is Executive Director of the Fanshawe College Foundation, London – a position she has held since 2005. She is accountable for the overall direction of the Foundation as well as the Fanshawe College Alumni Association. Catherine is responsible for the planning and development of fundraising projects and campaigns, as well as the development of multi-faceted partnerships in support of Fanshawe College.
Catherine brings to her current role an extensive background in non-profit organizations, volunteer management, and fundraising campaigns. She is Chair of the Advancement Committee for Colleges Ontario and serves on the boards of a number of community organizations.
Lisa Fisher has worked in higher education marketing at UBC for the past 11 years, including international student recruitment marketing and, most recently, as University Brand Manager. She has led numerous integrated-marketing programs that include national advertising campaigns, print, web, social media, mobile, video, direct response and multimedia elements.
Lisa’s work has been recognized by the Webby's, Applied Arts, and with multiple honours from both CCAE and CASE. She has presented at higher-education conferences and served as a judging coordinator for the CCAE Prix D'Excellence Awards program. She is currently completing her M.Sc. in Global Marketing. Follow her @lisagfisher
Richard is the first Chief Communications Officer for Development & Alumni Engagement at UBC. In fall 2011, UBC launched the most ambitious fundraising and alumni engagement campaign in Canadian history – Start an Evolution. The campaign aims to raise $1.5 billion for university priorities and engage 50,000 alumni annually by 2015.
Prior to UBC, Richard spent seven years as Chief Marketing Officer at York University in Toronto. In that time, York built a North American grand gold award-winning brand for its work in advertising, media relations and publications. The University marked its 50th anniversary in 2009 with a year-long celebration and a $200M awareness and fundraising campaign.
Prior to joining York, Fisher spent five years at ad agency TWBA\TORONTO, where he was Managing Partner and Client Services Director. Prior to that, he was Client Services Partner at Ogilvy & Mather in Toronto, and internationally at advertising agency Griffin Bacal/DDB in both New York and London (UK).
Richard has 25 years of communications, advertising, public relations, direct response and branding expertise, with clients as diverse as KFC, Hasbro, Shoppers Drug Mart, Kodak and Moosehead. He has lived in five countries: UK, Ireland, France, USA and Canada. He has a B.A. in French from the University of Exeter in the west of England. Harry Potter creator J.K. Rowling was apparently studying French in the year below him.
Robin Fowler is Senior Counsel at the Offord Group, a fundraising consulting firm based in Toronto with expertise in small and large-scale fundraising enterprises. Throughout her career, Robin has been immersed in all areas of fundraising, alumni programs and communications. She has worked on many significant campaigns, including Mount Sinai Hospital's “The Best Medicine” campaign and McGill University's $200 million “Twenty-First Century Fund” campaign. Robin led the Advancement operations at Havergal College, and was recognized with several CASE awards for her efforts there.
Robin is a frequent and popular speaker at conferences and has served on a number of boards, including Bereaved Families of Ontario –Toronto, where she is currently the Board's Vice-Chair. She has been involved with McGill and a number of other charitable organizations in a variety of volunteer roles.
Janet Frood is the founder and CEO of Horizon Leadership Institute, based in London, Ontario. She is an accomplished change leader; a successful entrepreneur; and an internationally recognized executive, leadership, and team coach. With a degree in social behaviour and international coaching credentials, Janet is uniquely qualified to help individuals, teams, and organizations confront the status quo, find the opportunity that lives within change, and grow confidence and trust in each other and themselves.
Prior to launching this business, Janet worked for 20 years in senior fund development positions in hospitals and universities, and operated a consulting practice for nonprofit organizations.
Janine Gliener joined Centennial College as Director of Operations in the Office of Development and Alumni Engagement in February 2012, after years on the marketing side of the house. She feels fortunate to have completed her education (MBA) back in the days when consumer packaged-goods companies hired - and trained! - young marketers. In addition to her CPG experience, Janine has held marketing strategy and management roles in a number of financial services companies; provided contract marketing and communications services to organizations in insurance, advertising, pharmaceuticals and management consulting; and, most recently, served as Director of Marketing and Communications for Sheridan College, where she oversaw a new positioning and marketing campaign.
At Centennial, Janine provides stewardship for Centennial's Development office, managing day-to-day operations, overseeing budget and campaign support staff.
With more than 25 years of award-winning marketing and communications experience, Lucille has led the MRU marketing team in shepherding MRU through major institutional milestones, including the introduction of nine new baccalaureate degree programs, a brand launch, new logo development and launch, and transition from a college to a university winning silver and gold CCAE, CASE and Higher Education Marketing Awards along the way. As part of MRU Marketing’s ongoing commitment to actively fostering and facilitating student success, one of the key members of its design studio is, in fact, a student: Collin Semenoff.
Janine Gliener joined Centennial College as Director of Operations in the Office of Development and Alumni Engagement in February 2012, after years on the marketing side of the house. She feels fortunate to have completed her education (MBA) back in the days when consumer packaged-goods companies hired—and trained!—young marketers. In addition to her CPG experience, Janine has held marketing strategy and management roles in a number of financial services companies; provided contract marketing and communications services to organizations in insurance, advertising, pharmaceuticals and management consulting; and, most recently, served as Director of Marketing and Communications for Sheridan College, where she oversaw a new positioning and marketing campaign.
At Centennial, Janine provides stewardship for Centennial's Development office, managing day-to-day operations, overseeing budget and campaign support staff.
Alison leads Offord's communications practice, while also providing clients with strategic and fundraising counsel. Before joining Offord, Alison was the Vice Principal of External Relations at Greenwood College School. Greenwood's founders recruited Alison in 2002 to build their Advancement practice from scratch. Over the next eight years, Alison was responsible for the school's fundraising, brand development, communications and marketing, admissions, and student recruitment.
Her team's work in communications and fundraising was honoured with three awards from the Council for the Advancement and Support of Education (CASE), five from the Canadian Council for the Advancement of Education (CCAE), and one from the Universities and Colleges Designers Association in the U.S.
Alison began her career more than 20 years ago at her alma mater, Queen's University, where she worked in alumni relations and communications and was the Associate Editor of the Alumni Review magazine. She also worked at the University of Toronto, where she was Associate Director, Alumni Relations. Alison continues to be a dedicated volunteer at Queen's, where she sits on University Council and received the Herbert J. Hamilton Award for service. Alison is also the former Vice-President, Communications of CCAE.
Diane’s portfolio includes gift administration; biographic records; the donor and alumni database system; and delivering budget, finance, operations, administrative, information technology, human resources, facilities, and records management services to approximately 150 staff in the central Division of University Advancement and 50 decentralized staff.
Diane, a newcomer to advancement and higher education, began in her position at U of T in February 2010. She holds an undergraduate degree from Franklin College of Indiana and a law degree from the Washington College of Law at American University. She practiced law in Maryland and Virginia before immigrating to Canada in 2007.
Dean began his fundraising career at a local hospice in Warwick, England, in 1995. While working there, he received a copy of Relationship Fundraising by Ken Burnett, and his career path was set. Since then, Dean has worked in London, England and in Toronto, and raised millions of dollars for some of the best-known organizations on both sides of the Atlantic, including WaterAid, Lifeboats, ORBIS, Scouts Canada, Ontario NDP, Ontario March of Dimes, UNICEF Canada, the Centre for Addiction and Mental Health, and the University of Toronto. Having specialized in the field for more than 15 years, Dean is a passionate advocate of annual giving, direct response media, and database marketing.
Maria Jordan has over 20 years experience in the fundraising sector. She joined The Sterling Hall School in 2008 as Executive Director of Advancement. Her primary focus is on the major gifts portfolio, where she is currently working on a $3 million financial aid endowment for boys from Grades 5 to 8.
Her previous experience includes Major Gifts Director at Pickering College; Account Manager at Stephen Thomas and Associates; and many years of fundraising, event planning, volunteer management, and communications for International Development.
Maria is pursuing the CAIS Diploma in Independent School Leadership, designed to prepare participants for senior leadership roles in independent schools.
Tania joined Wilfrid Laurier University's annual giving team in 2008 after discovering her passion for university advancement as a third-year student caller at Queen's.
Thanks to exceptional training and leadership opportunities during her time working at Queen's – first as a student caller and, upon graduation, as the Annual Giving Officer of tele-fundraising – Tania has spearheaded a number of new initiatives and programs. From implementing new recognition programs for Queen's student callers, to developing and executing Laurier's first-ever Tag Day, to reinvigorating the Graduating Class Gift program at Laurier, Tania prides herself on bringing true innovation to her annual giving campaigns.
Tania values the important contribution of her colleagues and teammates – both past and present – who've helped her not only to generate donations, but also to raise awareness about the value of philanthropy among students, faculty, staff, and alumni. Her recent 2012 CCAE Rising Star Award is a testament to her ongoing commitment to excellence, and also to her good fortune to work with so many exceptional advancement professionals.
Jason Jones is a freelance photographer and film director based in Toronto. His work has won dozens of ADDY awards in numerous markets, and he has contributed to more than 20 CASE Gold Award-winning projects over a 20-year career. Graduating with an MFA in photography, as well as a Master’s degree in Art History, he holds a Phi Kappa Phi key, and brings to his university admissions work several years’ experience as a member of the art department faculty at the University of South Florida. He has been the recipient of a national Ford Foundation grant.
Jason’s higher-education clients have included Penn State, Notre Dame, Tulane, Rollins College, McMaster University, Harvard Medical School, The University of Rochester, Colgate, Rhodes College, and several hundred others. Independent schools include Hotchkiss, Cate, Trinity College School, Bishops College School, and Brescia College School. Entertainment industry projects have included the Grammy-winning Goin’ Back to New Orleans by Dr. John. Jason’s work has appeared in the pages of Rolling Stone, Time, Sports Illustrated and Women’s Sports and Fitness.
Brian Kish has worked as an annual giving professional and consultant for the last decade. He is both Senior Vice President for Central Development at the University of Arizona Foundation, and Annual Giving Consultant at Campbell Company. Previously, he was the Director of University Development and Constituent Relations at Salve Regina University.
At Campbell Company, Brian works with clients on strategies in direct mail, telemarketing and e-philanthropy. He also has experience in budget development and management, affinity giving programs, the use of technology in fundraising, gift club marketing, statistical data analysis and strategic planning.
Brian is a frequent speaker and presenter at many conferences, including those for CASE and AFP. His work has been recognized several times by CASE District and International Award Committees. In 2004, he was awarded the CASE Crystal Apple for teaching excellence.
Graduating cum laude, Brian earned his bachelor’s degree in International Relations from Ohio University.
After a career in marketing, brand management, dealer network management and sales at General Motors of Canada, Marc Lapointe joined the Université de Moncton team as Director of University Development.
Marc has been active in his community as school trustee and chairman of the French Language section of one of the largest school boards in Ontario. He was also treasurer of the Jeunes Chanteurs d’Acadie (Young Acadian Singers), is a charter member and treasurer of the Greater Moncton Sunrise Rotary Club, and is a member of the Moncton Headstart Foundation Board.
Marc Lapointe received a Bachelor of Business Administration from Université Laval and an MBA from Saint Mary’s University. He is a Companion of the Order of Regents of the Université de Moncton.
Michael Logue brings to his role as Senior Vice President for KCI 26 years’ experience in marketing, communications and fundraising for not-for-profit organizations. Since joining the firm in 1993, Mr. Logue has provided expert counsel to more than 120 organizations. He has worked with Wilfrid Laurier University, McMaster University, Conestoga College, St. Lawrence College, Upper Canada College, YMCA of Greater Toronto, London Health Sciences Centre and the Canadian Museum of Human Rights. He has the most successful track record of achieving financial objectives in the history of KCI.
Michael Logue is a member of the Salvation Army’s Ontario Central Region Advisory Council and the Toronto Region Marketing and Communications Committee.
Three years ago, Jelani became immersed in the world of university development as a communications officer at York University. With over seven years of editorial experience, he is most at home in front of a computer keyboard, finding the perfect word to cap a sentence. Although a relative newbie to the world of social media, he has proven to be a quick study in many applications, from Facebook and Twitter to live-blogging and YouTube.
Prior to joining York, Jelani was an associate for a Toronto-based medical publishing company. He is a graduate the University of Toronto’s English Department and Humber College’s Journalism program.
Since September 2009, Julie Martineau has held the position of Director of the Communications and Public Affairs Department at INRS (Institut national de la recherche scientifique), a university dedicated to research and graduate studies and part of the Université du Québec network. Julie’s role is to provide institutional leadership in developing and implementing communications strategies, public affairs, and marketing programs in order to better reach INRS target audiences (external and internal).
Holder of a Bachelor of Commerce from McGill University and an MBA from UQAM (Université du Québec à Montréal), Julie has worked in the university sector for the past 20 years. Before taking up her position at INRS, she was Public Relations Officer at the Faculty of Science of UQAM. Ms. Martineau was President of the Quebec Science Communicators Association (Association des communicateurs scientifiques du Québec) for two terms (2006 to 2008).
Heather McCaw has over 25 years experience in fundraising and strategic business partnerships, mainly with the Development Office of the University of British Columbia. As Associate Vice President of Development for UBC, Heather is responsible for 150 staff who collectively raise over $190 million per year for University programs, endowments and capital projects.
Heather's career has focused primarily on principal and major gift fundraising. She also played a leadership role in developing strategic business partnerships for UBC and was one of the pioneers of UBC's International Fundraising program, which is now active in several countries around the world.
Previously, Heather established McCaw Consulting, offering fundraising counsel and program evaluation services to a variety of clients in healthcare, education, and the corporate sector.
Karen McQuigge joined McMaster's Office of Alumni Advancement in 1998 and was appointed Director, Alumni Advancement in 2006. She is responsible for alumni relations and annual giving at McMaster. Before her appointment, Karen held a number of positions, including Associate Director from 2001 to 2006. Karen has also worked on two of McMaster's fundraising project teams - the McMaster University Student Centre and the Athletics and Recreation Centre and Stadium Campaign Project Team. She currently chairs McMaster's 125th Anniversary Committee.
Prior to joining McMaster, Karen worked for the Canadian Intramural Recreation Association of Ontario, and Mohawk College's Student Affairs Division in a variety of positions. Karen is a graduate of McMaster University with a degree in History, and holds a Business Administration diploma from Mohawk College.
Barbara Miles was appointed Vice President, Development and Alumni Engagement in January 2008. She is responsible for leading one of the most innovative and integrated development and alumni engagement portfolios in North America.
In fall 2011, UBC launched Start an Evolution: the most ambitious fundraising and alumni engagement campaign in Canadian history. Prior to joining UBC, Barbara was Associate Vice President for Development and campaign co-director at the University of Florida Foundation (UF), where she supervised fundraising programs for the Colleges of Business, Engineering, Law, Liberal Arts and Sciences, and for the Foundation’s two regional offices. She also shared responsibility for planning and implementing UF’s $1.5 billion campaign (2005-2012).
Previously, Barbara was senior fundraiser for the Florida Philharmonic and worked in senior fundraising, marketing and public relations positions for the New World Symphony (Miami) and the Florida Grand Opera. Prior to that, she was a high school teacher of Music and French in England and in the Bahamas.
Barbara Miles earned a B.A. in Music from the University of Southampton, UK, and a Post Graduate Certificate of Education from the University of London, Goldsmith’s College.
Jason Moreton serves as Executive Director, Advancement (Alumni Advancement, Annual Fund, and Campaign Development) at the University of Guelph. He oversees all alumni outreach activities, annual fund programming, works closely with the President's Campaign Cabinet, and directs The Better Planet Project – the University's current campaign.
Jason joined Alumni Affairs & Development in 2005, creating innovative opportunities for recent graduates to grow as professionals in their fields and to stay connected with their alma mater. He took on the role of Director, Alumni Affairs in 2006. This role was expanded in 2009 to include oversight of the Annual Fund.
Before joining the University of Guelph, Jason worked as a Development Officer for St. Joseph's Healthcare Hamilton, was Campaign Manager for a Toronto municipal campaign, and conducted research for the Canadian Centre for Philanthropy, now Imagine Canada.
Jason is a graduate of the University of Guelph, earning an Honours B.A. in Political Science. He is also a graduate of Wilfrid Laurier University, with a Master of Arts in Political Science.
Andrea Morris is fortunate to work with some of the most generous donors to the University, while leading the faculty-based advancement teams and overseeing the Corporate and Foundation Relations unit.
After more than a decade at the University of Alberta and 15 years in major gift fundraising, Andrea is still thrilled to connect donors to their philanthropic dreams. When not working directly with donors, she is usually coaching others for fundraising success and helping to build the University of Alberta advancement organization to meet its ambitious objectives.
Andrea holds a Bachelor of Arts degree in Communications from the University of Ottawa.
Nicholas Offord is President of the Offord Group, a strategic consulting firm serving the philanthropic sector. He is one of Canada's most experienced and respected leaders in institutional development.
Nicholas has led a number of breakthrough campaign efforts, including McGill's hugely successful $200 million campaign and Mount Sinai Hospital’s "The Best Medicine" campaign, which raised over $400 million.
A well-known speaker on fundraising and community development, Nicholas has been recognized with a number of awards, including the "Outstanding Executive of the Year" from the Toronto Chapter of the Association of Fundraising Professionals, and one of “Canada's Top 40 Leaders Under 40” by Report on Business Magazine. Nicholas also serves on several charitable boards, including a role as Vice-Chair of the Canadian Museum of Nature in Ottawa.
Jack Oldham serves as Senior Strategic Advisor to Jeff Newton, the VP of Resource Development at MIT. In this position, he guides capital campaign strategic planning. Jack also maintains MIT's relationships with a small portfolio of private foundations, working in collaboration with Institute senior officers, deans and faculty. He returned to MIT in 2002 to become Director of Foundation Relations, a position he held until August 2009.
In the decade prior to his return to MIT in 2002, Jack headed a small management-consulting firm that served institutions of higher education and the philanthropic community. He has also served as Associate Vice President for External Relations at Bryant College in Rhode Island, and as a fundraising administrator and Director of School Development Services at MIT from 1981-91. His career began as a Professor of Sociology and Director of Sponsored Programs at St. Joseph's University in Philadelphia.
In August 2010, the University of Alberta appointed O'Neil A.S. Outar to the position of Chief Advancement Officer with responsibility for leading the fund-raising and alumni relations enterprise.
Prior to joining the university, Outar served in a variety of senior leadership roles at the Massachusetts Institute of Technology (MIT) and worked closely with the president and senior leaders to develop their messaging, volunteer leadership and fundraising model.
In his most recent role as Senior Director of Global Initiatives, he led the launch of institute-wide activities in China and India, and increased private philanthropic support from outside the United States by more than six-fold. As Senior Director of Institutional Initiatives, he managed the fundraising of more than $1.25B in support of energy and the environment, integrative sciences, and student life and learning. During the $2.2B Campaign for MIT, Outar served as a Senior Major Gifts Officer, and managed the fundraising of more than $250M.
In 2008, Outar was appointed to Leader to Leader, an MIT-wide best-practice leadership recognition and development program. In 2003, he was recognized with the MIT Capstone Award for Achievement. Outar has frequently spoken at Council for Advancement and Support of Education (CASE) conferences and in non-profit management education programs.
Outar holds a Master of Arts in Urban and Environmental Public Policy and a Bachelor of Arts, both from Tufts University.
Since September 2007, David Palmer has served as Vice-President, Advancement for the University of Toronto, responsible for the University's alumni relations, alumni communications and fundraising. The University of Toronto is Canada's largest research-intensive university, with 80,000 students on three campuses and 500,000 alumni worldwide.
Mr. Palmer is a Senior Fellow of Massey College, an executive committee member of the National Council of Foundation Executives, and a director of the Earth Rangers Foundation.
Mr. Palmer was formerly President and Executive Director, Royal Ontario Museum Board of Governors (formerly ROM Foundation) from 1999 to 2007, where, under Campaign Chair the Hon. Hilary M. Weston, he led Renaissance ROM, a transformational campaign that redefined the Museum's financial resource base, its public brand, and its position as a major international cultural destination for Toronto and Canada. Prior to that, Mr. Palmer led a ground-breaking campaign for the University of Western Ontario's School of Business Administration that resulted in its renaming as the Richard Ivey School of Business.
Mr. Palmer began his career as a Lecturer in musicology in the Faculty of Music, University of Western Ontario. He earned a Master of Fine Arts in musicology from Princeton University and an Honours Bachelor of Music from the University of Western Ontario. From 1986 to 1996, he authored and published Subtilior Press, a software program for notating medieval and renaissance music.
Deanne Piticco began working in the Laurier Alumni Relations Office in 2009, after spending four years as a Residence Life Coordinator. She has been able to further her passion for helping students grow into leadership roles, from developing residence leaders to her current role working with students and young alumni. In collaboration with a number of different campus partners, Deanne has been fortunate to spearhead new initiatives and programs, including a graduating student celebration and an alumni student leadership conference.
Deanne graduated from the University of Guelph’s M.A. in Leadership Studies program in 2011, after completing a major research project on women as leaders in academia.
Frank Pyka has held the position of Executive Director, Foundation Western since January 1, 2007. Established in 1979, Foundation Western is an independent charitable foundation governed by graduates of Western University (The University of Western Ontario) with $170M of assets under management.
Prior to joining Foundation Western, Frank served as Director of Finance for London Community Foundation and Consultant to Community Foundations of Canada for close to seven years. He has been a part-time instructor for Western University’s Continuing Studies not-for-profit program. Frank also has over 15 years of investment-related private sector experience in various accounting, systems and performance measurement roles.
Frank is has been a guest speaker on not-for-profit financial management as well as investment and endowment-related topics for CFC, Pillar, CAGP, IAFP, Ivey Business School, and the Foundation Investment Summit. He is an active volunteer with Conservatory Canada and Pillar nonprofit network.
Ken Ramsay, one of the most experienced planned giving professionals in North America, joined Legacy Leaders in 1996 as President and CEO. Ken is also the President and CEO of Philanthropic Alliance Group, a company dedicated to providing creative means to secure bequest commitments for Canadian charities. Prior to Legacy, Ken spent seven years as the Special Gifts Officer of the United Church of Canada, responsible for the planned giving and direct mail programs. That program doubled in size to average $20 million in planned gifts annually.
Ken was long-time Chair of the Canadian Association on Charitable Gifts (formerly the Canadian Association on Charitable Gift Annuities). He was the founding Chair of the Canadian Association of Gift Planners and has lectured and taught extensively on gift planning in Canada and the United States.
An original faculty member, Ken co-founded, with Frank Minton, the course on Planned Giving at the Banff School for Management, and has taught many of the planned giving professionals in Canada today. He has chaired the North American Conference on Christian Philanthropy, created the first Planned Giving Track for the Association of Fundraising Professionals Congress, and acted as Dean of the Pre-Congress/Executive Development Track. Ken has spoken frequently at AFP, NCPG, AHP, and CAGP events throughout North America.
Susan leads the development of a comprehensive stewardship and donor relations program for McMaster. Previously, Susan was Director, Alumni Affairs at the University of Guelph, where she was responsible for the overall management of the Alumni Affairs program. Susan has held other positions at McMaster University in the areas of Alumni Advancement and Campaign Donor Relations.
Susan has presented at numerous CCAE and CASE conferences on topics including Chapter/Branch Development; Pro-Active Stewardship; Stewardship: It’s Everyone’s Job; Engaging Alumni at a Distance; Managing Your Advancement Career; and Effective Event and Volunteer Management. In 2009, she co-chaired the CCAE National Conference in Hamilton, Ontario.
Susan is a past board member of CCAE and former President of CCAE-Ontario. She is currently Chair of CCAE’s National Awards Program, Prix D’Excellence.
Colm Renehan has over 20 years of development and management experience. As Associate Vice President for Advancement at the University of Alberta, his responsibilities include coordinating university-wide priorities and the leading individual donors to the University, and managing the Office of Annual Giving and Office of Major Gifts and Planned Giving.
Before joining the UofA, Colm served for three years as Vice President for Advancement at Lesley University in Massachusetts, where he oversaw fundraising, alumni relations, and Commencement. Prior to Lesley he spent five years in the Massachusetts Institute of Technology’s Office of Leadership Giving, where he directed the development of major gifts programs in New York and the midwest and southern regions. Prior to MIT, Renehan managed a major gifts program at Babson College that included domestic and international fundraising.
Colm holds a Ph.D. in higher education administration from Boston College, a Master’s degree in Management from Lesley University, a Master’s in Social Work from Temple University, and a Bachelor’s in Social Science from University College in Dublin.
As the Word of Mouth Marketing Strategist for Mount Royal University, Karen is responsible for developing and strengthening the university brand, reputation, profile and image through word-of-mouth channels, from on-the-ground community and grass-roots initiatives to online social networking. Karen works with faculty, students, alumni and staff to ensure all champions of the university have the tools they need to spread the word about Mount Royal.
Karen is an instructor in the Public Relations Certificate Program and an active member of the local social media community in Calgary.
Charlie Rix and his colleagues are responsible for researching, implementing and managing all technologies used in the Office Advancement at Queen’s University.
Charlie began his career as a web programmer involved in creating and managing large web systems for the Kingston Software Factory. He specializes in Content Management Systems and database programming, and has a strong professional interest in network visualization software. He holds a diploma as Computer Programmer Analyst from St. Lawrence College.
A top-performing student in his fourth year of the MRU Bachelor of Communications / Information Design degree, Collin was also co-founder and first Vice-President of the Information Design Undergraduate Student Society, an elected member of the Students’ Association of MRU and the Office of Student Conduct, recent winner of the MRU Future Alumni Legacy Award for 2011, an involved student member of the Assessment Seminar Committee – and, in collaboration with Lucille Gnanasihamany and the entire MRU Marketing team, lead designer for the visual identity and creative of the MRU Assessment Seminar.
Rupen Seoni leads the government, health care and not-for-profit practice at Environics Analytics. He brings 17 years of experience in market analytics, working with market leaders to unlock the value of information in decision-making and business strategy. He specializes in helping public-sector organizations understand population trends, segmentation and performance benchmarking.
Rupen has worked for both consulting and client firms in packaged consumer goods, financial services, retail and not-for-profits. Prior to joining Environics Analytics, Rupen led CIBC’s customer-satisfaction tracking program and was an internal consultant on marketing problems. He worked at Compusearch, Canada’s original geo-demographic company, and ACNielsen.
As a consultant, Rupen has helped not-for-profits such as Pride Toronto and First Night measure the economic impact and marketing opportunity of community festivals. Rupen also serves on the boards of the Community One Foundation and the Canadian Urban Institute. He graduated from the University of Toronto with a Master’s degree in Urban Planning.
Ursula is the Associate Director, Records, Facilities and Services within the Division of University Advancement at the University of Toronto. Her first 9 years in this division were focused on Records and Information Management. She was responsible for the successful implementation of the division's document imaging system (OpenText), which evolved into various records projects to consolidate and manage highly complex and confidential advancement records. While her role has recently expanded into facilities and mail operations, Ursula is truly passionate about everything records, and about creating a knowledge-based environment where access to information is at your fingertips.
Andrew Shaindlin has 23 years of experience in university administration, with expertise in the uses of technology for engaging and connecting students and alumni.
Andy’s career in institutional advancement began in 1989 at Brown University. He joined the University of Michigan Alumni Association staff in 1996, and in became Executive Director of the Caltech Alumni Association at the California Institute of Technology in 1999. After more than a decade, Andy left Caltech to establish a full-time consulting practice, Alumni Futures, and in mid-2011 joined Carnegie Mellon as Associate Vice President. His website (http://alumnifutures.com) provides analysis, advice, and resources to the advancement profession.
Andy served as Chair of the Commission on Alumni Relations, and as a Trustee of the Council for Advancement & Support of Education (CASE). He has taught workshops, seminars and courses on four continents, and has authored numerous articles and chapters on technology and higher education. He holds a Bachelor’s degree in International Relations from Brown University, and a Master’s degree in Education from Claremont Graduate University.
Hélène Simard is Editor, Chief Writer and Social Networks Leader at the INRS as of May 2010. Among her responsibilities, she oversees production of the webzine PlanèteINRS.ca. She manages the creation of content for the sections News, Events, and In the Media for the INRS website, as well as the updating and development of the site. She is also the principal organizer for the INRS’s social media presence on Facebook, Twitter, Flicker, YouTube and Linkedin.
Before joining the INRS, Hélène was Director of Production and Writing for the magazine The Bookstore. She has also worked as a journalist, literary critic, radio host and graphic designer.
Holder of a Bachelor’s degree in French Literary Studies from the University of Quebec at Chicoutimi, Hélène has also completed a short program on Introduction to the Fundamentals of Management at Téluq.
Marnie A. Spears, President and CEO of KCI (Ketchum Canada Inc.) has played an integral role in developing KCI into Canada's largest and most successful fundraising consultancy.
Her insightful relationship management, organizational health, and campaign strategies have helped pave the road to success for non-profits of all sizes. Under her guidance, KCI's focus on coaching, mentoring and skills development continues to allow for the transfer of knowledge and expertise to clients in all areas of advancement, helping to build a stronger, more viable philanthropic landscape.
As Chair of KCI's Philanthropic Trends© Advisory Board, she is an internationally recognized expert on fundraising and philanthropy, and is a sought-after speaker and advisor to institutional leaders and senior professionals across the country.
Before joining KCI, Ms. Spears was best known throughout the Canadian development community for her ground-breaking work as a Senior Officer at McMaster University in Hamilton, Ontario. As a member of the University's Executive Committee, she was responsible for the planning and execution of short- and long-term fund raising strategies for McMaster, including the $90 million Centennial Campaign, development of alumni programming, and planning and implementation of community and government relations.
Ms. Spears is widely known as a leader in the growth of the development profession in Canada. In her position as the inaugural President of the Canadian Council for Advancement of Education (CCAE) and as a member of the Executive Committee of one of its founding partners, the Canadian Association of Education Development Officers (CAEDO), Ms. Spears spearheaded the establishment of one of Canada's most outstanding professional associations in the non-profit sector.
Since 2007, Meira Terk has been Campaign Manager of the campus-community component of Campaign McGill. Working with a group of dedicated volunteers, Meira has sought to bring faculty, staff, students, and retirees together to create a sense of unity on campus and to develop an awareness of the role of philanthropy in McGill’s past and future successes.
The McGill Campus Community Committee and Campaign won the CCAE 2011 Prix D’Excellence Silver Medal for Best Development Initiative.
Meira’s background includes working within the health sector as a Communications Strategist and Staff Campaign Coordinator for hospital capital campaigns; as Foundation Director of Marketing Services; and as Interim Director of Public Relations.
Her earlier career was within the community college sector as a Coordinator of Academic Advising/Scheduling and Records Officer, and Coordinator for Student Recruitment and Communications .
Chantal Thomas has been with the Université de Montréal since 1991, where she was Development Advisor with the Faculty of Medicine for 10 years, and then Director of Major Donations and Planned Giving, also for 10 years. For one year now she has been the Executive Director of the Office of Development and Alumni Relations.
Chantal holds an MBA and a certificate in financial planning from HEC Montréal, as well as a certificate in philanthropy from the Fund Raising School of Indiana University, and has worked in the fundraising field for over 20 years. She is also a Lecturer on Major Donations and Planned Giving for the Certificate in Philanthropy Management Program in the University of Montreal Faculty of Continuing Education.
She has been a member of the “Leave a Legacy” program of the Canadian Association of Gift Planners since it was created in Quebec, and chaired the Association’s RoundTable from 2010 to 2011. In October 2005, she was President of a congress on major donations and planned giving, on the theme of “Searching for Rosebud,” on behalf of the Canadian Council for the Advancement of Education (CCAE).
Chantal regularly speaks on the subject of major gifts and planned giving to various Canadian philanthropy organizations. She is a musician by training, and served as Vice-Chair of the Conseil des arts de Montréal (Montreal Arts Council) from 1998 to 2005.
Jeff Todd is an alumni relations professional with more than 25 years of experience. He joined UBC in September 2010, where he is leading the university’s efforts to meaningfully increase alumni engagement and build the capacity of the UBC Alumni Association, while also serving as co-director of the Start and Evolution Campaign.
Before coming to UBC, Jeff was Executive Director of the Oregon State University Alumni Association and Director of Alumni Relations (2004-2010). In this dual position, he served as Chief Alumni Relations Officer for the university while providing leadership and executive management for the alumni association, an independent not-for-profit corporation that promotes the university through services and programming for more than 150,000 alumni and friends.
Jeff has served on the international board of the Council for Advancement and Support of Education (CASE) and currently is a board member of the Council of Alumni Association Executives (CAAE).
Tim Tribe is Director of Development and is responsible for Government Relations, Alumni Affairs and Conestoga’s $36 million capital campaign.
Tim is a seasoned fundraiser with over 15 year of experience in post-secondary advancement, including major gift fundraising, annual fund, planned giving, government relations and alumni programs.
Prior to joining Conestoga in 2008, Tim worked on McMaster University’s capital campaign as a Principal Gift Officer; was Director of Advancement, Faculty of Engineering at the University of Waterloo; and Associate Director, Faculty of Medicine and Dentistry Campaign at the University of Western Ontario.
Immediately following graduation from Laurier in 1995, Roly began his work tenure at Laurier with the Department of Athletics. During his 13 years with Athletics, Roly worked in various capacities including event management, sponsorship, fundraising, and facility management.
In December 2007, Webster joined the Alumni Relations department as the Associate Director, and now oversees five Alumni Relations Officers along with programming, events, and services for Laurier's 83,000 alumni. Roly provides leadership to the Alumni Association Board, Executive Committee, and GradVantages affinity committee. He manages affinity partnership relationships, and chairs the Laurier Golf Classic committee that raises over $100,000 annually for scholarships and bursaries.
Roly graduated from Laurier with a BA in Kinesiology, and a BA in Geography. He is currently working on his MA in Leadership at the University of Guelph. During Roly's tenure at Laurier, he has continued to be engaged in the Kitchener-Waterloo community. He took a professional development leave from Laurier to be the Associate Campaign Director for the KW United Way during fall 2010.
Marc Weinstein is the Vice-Principal of Development and Alumni Relations. He is responsible for the management of the DAR portfolio, which encompasses the University's fundraising and donor relations, the strategic direction of McGill's comprehensive fundraising campaign, as well as the broad portfolio of alumni relations.
Prior to joining McGill in June 2005, Marc spent five years as Vice-President and General Counsel of the MUHC Foundation, where he played a key role in the planning and implementation of the $300-million "Best care for life" campaign. Marc earned his BA and Law degrees here at McGill. With his fundraising experience, legal and financial planning background, he is well positioned to lead the current comprehensive campaign at McGill.
Lisa Woodcock is the Director of the Annual Fund at the University of Guelph, where she is responsible for the strategic annual solicitation of alumni, parents, and friends of the University, raising approximately $4M annually. Prior to this, Lisa worked at Queen's University for 5 years in various roles in the Office of Annual Giving, including Faculty Advancement Officer Applied Sciences, Queen's Advancement External Services Consultant, and Queen's Tele-fundraising Services Coordinator, and for an additional 4 years as a student caller.
With a degree in biology and psychology, she anticipated continuing in academia until a light-bulb moment when she realized she could get paid for attending black-tie events, taking donors to lunch, hanging out with students, and talking about the great work of great institutions.
Lisa has been an active volunteer with the Canadian Council for the Advancement of Education for more than five years, including as co-chair for the CCAE Summer Institute and as a speaker at various conferences on annual giving topics. Recently, Lisa joined the CASE District II Venture Capital Committee, and when not working in the last year, has been doing research for her Master's in Leadership degree, to be awarded in June 2012.
Tim Wowk and his team are responsible for the collection and analysis of donor, alumni and volunteer data for Queen’s University. They are currently managing the research component of an upcoming capital campaign with a public goal of $500M.
Tim holds an undergraduate degree in Political Science from Queen's University and a Master’s degree in Library and Information Studies from Dalhousie University. He has been a contributing writer to Prospect Research Online and has received a number of awards during his career ,with the most recent being the CASE “Circle of Excellence” Gold Medal (Advancement Services) for 2011.