2019 Pre-conference Workshops

 


Advancement Leaders

Tuesday, June 4th, 2019 | 11:30 am - 4:00 pm
Brookstreet Hotel: Celtic I

Schedule

Tuesday June 4, 2019
11:30 a.m. – 12:30 p.m. Registration and Lunch – Celtic Foyer
12:30 p.m. – 12:40 p.m. Introduction: Mark Hazlett, Executive Director, CCAE & Gillian Morrison, CCAE President, University of Toronto
12:40 p.m. – 1:40 p.m. Sounds Like a Plan: How the University of Saskatchewan re-defined the University Plan 
Debra Pozega Osburn, Vice President University Relations, University of Saskatchewan
1:40 p.m. – 2:00 p.m. Break
2:00 p.m. – 3:30 p.m. Behind the numbers; findings from the CASE-CCAE Survey of Charitable Giving to Higher Education in Canada
David Bass, Senior Director of Research, CASE
Mark Hazlet, Executive Director CCAE
3:30 p.m. – 4:30 p.m.      Open Table Discussions
4:30 p.m. Closing Remarks
Mark Hazlett, Executive Director, CCAE & Gillian Morrison, CCAE President, University of Toronto 

 

Sessions

Sounds Like a Plan: How the University of Saskatchewan redefined the university plan

Debra Pozega Osburn, Vice President University Relations, University of Saskatchewan

The contemporary university has grown to understand and appreciate the intrinsic value of the strategic plan as an essential tool to provide critical direction for institutional decision-making. Done well, such plans move the university purposefully toward a set of agreed-upon goals. They can guide programming prioritization and resource allocation. They assign metrics and deliverables; they provide a basis for evaluating success. Importantly, if they are built on the sturdy base of a well-understood mission and a shared set of values, they can offer stability in challenging times.

But can a strategic plan launch a new framework for understanding? Open the door to a new way of thinking? Provide an innovative platform for delivering a message? Can it bring the community together in celebration? Can a plan actually be … inspiring?

At the University of Saskatchewan, the answer was yes. Witness the 2025 University Plan: The University the World Needs / ni manachihitoonaan / nikanitan manacihitowinihk

In this session, we’ll explore the benefits and risks of bringing external thinking and cultural concepts more fully into the internal planning process. We’ll review the starting points, the stopping points, and how to know when to change direction. Importantly, we’ll discover how such a plan provides the basis for your branding, campaign priorities, government support, and community outreach – and how it can, as it redefines perceptions and expectations, also build advocacy and support, and generate excitement and good will across the university.

Behind the numbers; findings from the CASE-CCAE Survey of Charitable Giving to Higher Education in Canada

David Bass, Senior Director of Research, CASE
Mark Hazlet, Executive Director CCAE

In 2018 CCAE & CASE conducted a benchmarking survey of charitable giving to higher education in Canada. Forty-eight universities, colleges and polytechnics from across Canada participated. This session will share key findings and takeaways from the survey. Analyses of the data has been informed by insights from CCAE’s board, the survey advisory group, and data from similar CASE surveys conducted by CASE in the US, UK, Australia and New Zealand.

Now is the time, to learn about the data and what it means for you, Canadian Advancement and the road ahead.

Objectives:
  • Explore ways insights from this survey can inform advancement strategy and decision making
  • Identify the unique strengths, challenges, and opportunities of your fundraising programs relative to peer institutions
  • Share feedback and suggestions for ways to enhance the value of the survey going forward

 

Presenters

 


 

New Professionals in Educational Advancement

Tuesday, June 4th, 2019 
Brookstreet Hotel: Mulligan

Schedule

Tuesday June 4, 2019
11:30 a.m. – 12:30 p.m. Registration and Lunch – Celtic Foyer
12:30 p.m. – 12:40 p.m. Introduction
12:40 p.m. – 1:40 p.m. You’re hired. Congratulations! Now what?
Mark Savenkoff, Director, Alumni and Donor Relations, Carleton University
1:40 p.m. – 2:00 p.m. Break
2:00 p.m. – 3:15 p.m. Fundraising: Whose Job is It, Anyway?
John Greenhoe Principal Gifts Director, Western Michigan University
3:15 p.m. – 3:30 p.m.      Break
3:30 p.m. - 4:30 p.m. Connecting and collaborating with the CCAE Institutional Ambassadors
4:30 p.m. Closing Remarks

 

Sessions

You’re hired. Congratulations! Now what?

Mark Savenkoff, Director, Alumni and Donor Relations, Carleton University

Advancement is a fusion of institutional reputation, stakeholder relations, revenue generation and records management. It is an inspired and rewarding career that keeps people connected to the causes they cherish, often while recounting some of the most memorable times of their lives. And whether you prefer the front lines or the back room, you have an opportunity to make a difference.

In this session, we share lessons learned and practical tips to help kick start your new profession. Explore how to identify your key stakeholders, expand your network, develop a compelling and authentic narrative for why you have chosen this career path, and establish your personal brand as an Advancement professional.

Fundraising: Whose Job is It, Anyway?

John Greenhoe, Principal Gifts Director, Western Michigan University

In today's ever more sophisticated advancement offices, personnel duties have become extremely specialized. For example, data analytics are now an integral part of prospect research, monthly giving is a prominent component of annual giving, and special events have been segmented into large alumni gatherings and small major donor focused gatherings. However, despite all of this forward movement one central duty has not changed: fundraising is everyone's job. John Greenhoe, CFRE, will lead a discussion focusing on this essential truth. All of members of the team, from receptionists to gift processors, must play proactive role in donor relations toward the goal of increased revenue generation. Participants will learn how to interact with prospective donors through inquiry and active listening. Every development and alumni relations employee will benefit from this interactive session.

Objectives
  • Participants will gain a greater understanding of why fundraising is everyone's job
  • Participants will learn how to listen actively to determine who prospective donors might be
  • Participants will learn how to form talking points/elevator speeches to engage prospective donors

Connecting and collaborating with the CCAE Institutional Ambassadors

The CCAE National Conference is a great place to meet colleagues and make meaningful connections, however with over 300 attendees - as a new professional - it can be a daunting task. No need to fear, the CCAE Institutional Ambassadors are here to lend a hand, and jump start those connections!

Ambassadors come from varying backgrounds and hail from institutions all across Canada. They are the connectors between CCAE and advancement professionals within their institutions and beyond. Ambassadors promote inspirational activities and professional learning opportunities to help you grow your expertise and success within the advancement landscape.

Join the Ambassadors and ensure invaluable connections as they share their insights and lead a collaborative group activity to close out the New Professionals in Educational Advancement workshop.

 

Presenters