CCAE 2012 Roundtables

ROUNDTABLES

SUNDAY, JUNE 3

7:30 a.m. – 8:30 a.m.
Transforming Records Management Into Knowledge Management
Facilitators:
Humberto Ferreira, Director of Information Technology Services, University of Toronto
Ursula Shail, Associate Director of Records, Facilities, and Services, University of Toronto
Engage Student Leaders Today to be Alumni Champions Tomorrow
Facilitator:
Deanne Piticco, Alumni Relations Officer, Wilfrid Laurier University
Internal Community Engagement within a Comprehensive Campaign
Facilitators:
Meira Terk, Campus Community Campaign Manager, McGill University
Robyn Wiltshire, Director, Officer of the Deputy Provost (Student Life and Learning), Office for International Education and Co-Chair of the Campus Community Campaign/Committee, McGill University
Branding and Marketing the Capital Campaign
Facilitator:
Janine Gliener, Director of Operations, Centennial College
Campaign Volunteer Leadership
Facilitator:
Catherine Finlayson, Executive Director, Advancement, Fanshawe College
Leadership Funneling: Recruiting the Right Staff and Volunteers into the Right Roles in Schools
Facilitators:
Robin Fowler, CFRE, Offord Group
Alison Holt, Offord Group
Major Gifts: Discussion from the Front Lines
Facilitator:
David Chambers, President, Durham College Foundation, & Associate Vice-President, Office of Development, Durham College



Transforming Records Management Into Knowledge Management

Facilitators:
Humberto Ferreira, Director of Information Technology Services, University of Toronto
Ursula Shail, Associate Director of Records, Facilities, and Services, University of Toronto

We all know the time and cost involved in maintaining records and files in a “business as usual” environment, which only seem to increase during campaign. Staff churn exacerbates the problem as files pass from one fundraiser to the next. Advancement Services at the University of Toronto has begun to transform traditional records management into modern principles of knowledge management. Our goal is to deliver a robust electronic information-sharing environment within our centralized Division of University Advancement and de-centralized academic divisions and faculties.

This roundtable will explore how we digitized donor, prospect, and campaign files; developed electronic file structures and architecture to support our current campaign; enforce retention/disposition policies and manage active and semi- active program files; and developed shared electronic environments through Microsoft SharePoint and shared network drives.

 

 

Engage Student Leaders Today to be Alumni Champions Tomorrow

Facilitator:
Deanne Piticco, Alumni Relations Officer, Wilfrid Laurier University

An ongoing challenge for all Development & Alumni Relations Departments is creating meaningful events that satisfy the needs of various stakeholders, including current students and alumni. The goal for many of these endeavours, and the one being shared today, is to foster the transition from engaged student to engaged alumnus / alumna.

We will discuss how Laurier's Alumni Relations team worked collaboratively with four Student Affairs departments to offer the University's 400 most engaged student leaders a day-long professional development training opportunity. Alumni were purposefully engaged as keynote, featured presenters, and distinguished guests at a networking lunch for students. The result was cost savings on student training, sponsorship from the Alumni Association, high-calibre alumni speakers, and a brilliant opportunity to communicate our message to the alumni champions of tomorrow. The discussion will highlight challenges in balancing stakeholder group expectations and considerations for future years, and encourage sharing of other student – alumni programming initiatives.

 

 

Internal Community Engagement within a Comprehensive Campaign

Facilitators:
Meira Terk, Campus Community Campaign Manager, McGill University
Robyn Wiltshire, Director, Officer of the Deputy Provost (Student Life and Learning), Office for International Education and Co-Chair of the Campus Community Campaign/Committee, McGill University

Reaching out to the internal community as well as retirees during a comprehensive financial campaign creates an understanding of the campaign’s impact, both internally and globally. It builds an awareness of the role of philanthropy in the institution's success; can explain how sustained giving through the Annual Fund contributes to tangible resources that allow for long-term responsible planning; and sees participation as an endorsement of the institution's mission and vision. Equally important is re-energizing community spirit by outreach activities that seek to educate, entertain and allow for colleagues to interact in a non-work environment.

McGill University's campus community committee/campaign is being sparked by student, faculty, and staff co-chairs and volunteer members representative of the many constituencies across campus. Our campaign is perceived as a grassroots effort, and the committee guides us in a strategy for community engagement.

This roundtable will use McGill's approach as a framework for an interactive discussion on best practices in reaching out to an internal community within the context of a larger comprehensive campaign.

 

 

Branding and Marketing the Capital Campaign

Facilitator:
Janine Gliener, Director of Operations, Centennial College

Every campaign requires marketing and communications to create awareness and drive interest, commitment and action on the part of volunteers and donors. Whether limited to a few pieces of print collateral and website, or involving large mass media buys, the campaign will need an identity: a name, a look and feel, and a set of expectations and promises. In short, a campaign needs branding.

But the organizations for which we are fundraising are already branded in the eyes of their primary audiences: prospective and current students, their influencers, employers, community partners, etc. What is required of the fundraisers, to successfully distinguish and position their campaign with prospects, volunteers and donors, while not confusing the public at large, all the while maintaining alignment and good relations with the corporate marcom team?

We’ll talk about significant campaigns that are currently/previously in field, your happy stories including successes and near misses, and for the sheer learning value, mistakes that have been made!

 

 

Campaign Volunteer Leadership

Facilitator:
Catherine Finlayson, Executive Director, Advancement, Fanshawe College

How does one recruit, engage and continue to re-engage volunteers for the purpose of a public fund-raising campaign? In this workshop, Catherine will discuss volunteer management, sharing her insights in engaging board members and committees in achieving shared objectives.

Top community volunteers are in demand. Successful recruitment and retention of fundraising volunteers requires a keen understanding as to why busy leaders choose to support philanthropy, and an appreciation of the time-challenges they face.

Fanshawe College, in London, Ontario, has a successful track record in attracting and retaining fundraising volunteers in its recent campaigns. This roundtable session features an interactive discussion on best practices to reach out to the external community in support of fundraising campaigns.

 

 

Leadership Funneling: Recruiting the Right Staff and Volunteers into the Right Roles in Schools

Facilitators:
Robin Fowler, CFRE, Offord Group
Alison Holt, Offord Group

Join us as we focus our discussion around one of the biggest challenges today: finding the best people for the right roles. This business is all about relationships, and it starts in-house with staff and volunteers – you can’t get the work done without them. But how, in today’s competitive environment, do you ensure you’re doing everything you can to find the right people?

 

 

Major Gifts: Discussion from the Front Lines

Facilitator:
David Chambers, President, Durham College Foundation, & Associate Vice-President, Office of Development, Durham College

Share your success stories and less than successful major gift solicitation experiences in this candid roundtable. Together, we will discuss what kind of groundwork was done, whether there was a genuine fit, key relationships, who takes the lead, timing, talking to the right people, the differences between corporate and individual solicitations, causes for celebration or reflection – whatever happens, it is all learning. Front liners, come share your stories and discuss how we can help each other, our institution and our community.