2022 National Conference Sessions

Please note: schedule times may be subject to slight changes & unless shown otherwise all sessions are 60 min in length.


Josh Bowman
Josh Bowman


Collaborating with Research to Double or Triple Your Gift!
Josh Bowman, CFRE, Associate Director, Advancement, Faculty of Engineering and Architectural Science, Dean's Office , Ryerson University (Renaming in process)

Philanthropy and research are often separated in universities, but by sharing resources, both sides can collaborate for the benefit of the institution and the donor. Josh Bowman has raised 6 and 7 figure gifts through these collaborative approaches, and can walk you through how to raise larger gifts through working with research and faculty members, industrial collaboration, and understanding the government research grant system.

Learning Objectives
  • How to work with research and faculty
  • Raising more funds
  • Learning the research eco-system

*Length of presentation: 30 minutes


Chelsea Livingstone
Chelsea Livingstone


Life After University - Supporting the Student to Alumni Transition
Chelsea Livingstone, Program Lead, Regional Chapters, University of Alberta

Encouraging our students and recent alumni to stay connected post-graduation is a task that many institutions struggle with. They go from being highly engaged on campus to a little fish in a big pond as they navigate their career, changing social circles, and other life challenges. Using our expert volunteers and alumni community, we developed a 3-day conference to support students and recent alumni in their transition from student to young professional. Join us to hear how our first-year conference exceeded all expectations and leave with takeaways that you can apply to your own transition programming.

Learning Objectives
  • Recognize the benefits to planning programming specific to the student/young alumni transition
  • Identify the content that is relevant and timely to students and young alumni, and often missing from their toolbelt
  • Recognize campus and Alumni partners who could mutually benefit from developing programming for this audience

*Length of presentation: 15-30 minutes


Temi Akin-Aina
Temi Akin-Aina

Olivia Piccirelli
Olivia Piccirelli


Plan, partner and program for maximum virtual engagement success: How Concordia University conceptualized and implemented an award-winning virtual Alumni Relations program #CUatHome
Temi Akin-Aina, Associate Director Alumni Relations
Olivia Piccirelli, Alumni Officer of External Partnerships, Alumni Relations

The pandemic allowed us to explore new and expanded delivery methods. #CUatHome leveraged digital engagement to mobilize alumni, support students, build relationships and ultimately fundraise for the university. Join us to learn how Concordia University Alumni Relations worked with partners and alumni experts to provide virtual programs and achieve engagement and affinity targets. We will discuss the framework: what templates, tools, strategies and internal resources we used for maximum ROI. The case study: Alumni Career Services, which stands out because of its reach, accessibility, and diverse slate of programming. The outcomes: perspectives, results and next steps for our programs.

Learning Objectives
  • Learn how Concordia University built their award-winning CUatHome alumni engagement program.
  • Using Alumni Career Services as a case study; explore the strategies, partnerships and practices used to enhance the user experience, deepen engagement with prospects, build community, and triple event attendance.
  • Leverage learnings to guide the direction of future alumni engagement priorities and strategies.

*Length of presentation: 45-60 minutes


Christy Miller
Christy Miller

Kayla Goshulak
Kayla Goshulak


No “no’s”: Making room for alumni to participate through micro-engagements
Christy Miller, Director, Alumni & Donor Engagement, University of Saskatchewan
Kayla Goshulak, Alumni Engagement Officer, University of Saskatchewan

Your alumni want to volunteer, but what if they aren’t the right fit for the program they are interested in? Together, we will explore how micro-engagement opportunities can be the answer to engaging not only high-profile alumni who we want to bring closer but also avoid saying “no” to people who have time and energy to give. We will share what engagement opportunities have worked (and perhaps a few that haven’t worked yet) and will learn together how we can have no “no’s” when it comes to keeping our alumni connected to the institution.

Learning Objectives
  • Share current industry data on how alumni want to engage as a part of strategic alumni relations enterprise
  • Learn how to find the right opportunities for alumni that speak to their strengths and provide value to both parties
  • Facilitate discussion amongst advancement peers on how they avoid saying “no” and walk away with ideas to put into practice

*Length of presentation: 30-45 minutes


Erin Sargeant Greenwood
Erin Sargeant Greenwood

Jason Coolman
Jason Coolman

Penny Blackwood
Penny Blackwood

Mike Logue
Mike Logue
Moderator


First Things First! The Essential Role of Case Priority Setting
Erin Sargeant Greenwood, CFRE, Vice President, Advancement, Saint Mary's University
Jason Coolman, Vice-President, Advancement and External Relations, Wilfrid Laurier University
Penny Blackwood, PhD, Executive Director, Office of Development, Memorial University
Moderated by: Mike Logue, Partner, KCI

Donors want to have confidence that a thorough and rigorous process of case priority setting and project selection – one that is deeply embedded in the strategic goals and vision of the institutions they support – has taken place. Case priority setting thoughtfully engages the academic leadership of the institution to help shape the initiatives that bring the vision to life, and that they see can themselves and their faculties and departments in. Bringing together University advancement leaders who have ‘been there’, this panel session will highlight the key components of creating successful case priority setting models; outline strategies for developing a transparent evaluation criteria and adjudication processes; and discuss how to accomplish this in a timely and authentic fashion that creates the foundation for a successful campaign. With ‘one size doesn’t fit all’ philosophy, panelists will discuss their experiences, including how they tailored their approach based on culture and fostered internal engagement, and share key learnings for others undertaking their own process.

Learning Objectives
  • Understand how to thoughtfully and strategically plan and customize this process to ensure your institution is successful
  • Identify the ‘do’s and ‘don’ts’ associated with this exercise and how to know when your institution is ready to undertake priority setting
  • Understand how to authentically and positively engage the academic and university/college community in this process and manage expectations while maintaining advancement/development office integrity

*Length of presentation: 45-60 minutes


Wade Walker
Wade Walker

#CCAE2022 virtual/in-person session
It is time to change the way you think about data
Wade Walker, Director, Advancement Data, University of Calgary

This session will dispel the pervasive mentality that data is a technology. Rather, it will make the case that data must be seen radically differently as a business asset whose value should be tangibly recognized (and measured). It will further contend that it should be an organization’s recognized strategic imperative to collect, manage, protect, and ethically exploit this asset which can be the basis of differentiation and strategic advantage. This session will also provide a high-level overview to University of Calgary’s Data team's 5-year strategy to move towards an Institutional data democracy, and may delve into our strategy to build Institutional consensus leading to a groundswell of support to drive revolutionary change.

Learning Objectives
  • Convince Leadership, Business professionals and Technology professionals that data is a business asset with tangible value
  • Highlight the value and imperative to overcome silos and artificial barriers to creating a 360 degree Constituent understanding
  • Highlight the importance of Constituent segmentation and definition of Personas to drive marketing efforts

*Length of presentation: 30-45 minutes
Note: This session will be offered virtually and available to in-person attendees via the virtual session screening room


Deborah Melman-Clement
Deborah Melman-Clement


A Sound Investment in Donor Relations
Deborah Melman-Clement, Senior Development Writer, Queen’s University

In the fall of 2021, Queen’s University is launched The Joy of Philanthropy, an interview podcast in which our donors shared the stories behind their gifts and the joy their philanthropy has brought them. Both a stewardship initiative and a means of collecting important information to inform future fundraising and donor relations efforts, the podcast has been received with unanimous enthusiasm across Queen’s Advancement. Will it meet expectations? We will find out over the next few months and share our findings in this presentation.

Learning Objectives
  • Share lessons learned from our early attempts to create a podcast highlighting our donors and their stories.
  • Share insights about podcasting as a means of achieving development and DR objectives.

*Length of presentation: 15-30 minutes


Stacey de Molitor
Stacey de Molitor

Juuso Vesanto
Juuso Vesanto


Enhance your digital engagement and elevate your data with a cross-functional volunteer insight community!
Stacey de Molitor, Manager of Alumni Programs, Dalhousie University
Juuso Vesanto, Business Intelligence Analyst, Dalhousie University

In 2020 Dalhousie launched its first cross-functional and fully-digital volunteer program— the Dal Insight Circle — engaging more than 540 volunteers in one strategic questionnaire per month in its inaugural year. Now completing its second year, this rich, non-anonymous data source informs strategic decisions, highlights opportunities, tests the efficacy of existing efforts, and ultimately enables Advancement to customize and enhance future engagement en masse, and with each individual constituent. With its innovative use of technology, modest resources, and demonstrated value, the Dal Insight Circle embraces a new frontier for advancement programming, and we want to show you how to create one of your own!

Learning Objectives
  • Explore the benefits and ease to creating this borderless, flexible, and fully digital volunteer program
  • Learn how an insight community can elevate, or even replace, your traditional data collection methods and enhance your Advancement initiatives on mass and individual levels
  • Get tips and tricks on program design, launch, delivery and cross-functional integration from colleagues who've been doing it for nearly two years!

*Length of presentation: 30-45 minutes


Shelly Baker
Shelly Baker


Enriching Industry Partnerships
Shelly Baker, Director of Advancement Services, Wilfrid Laurier University

Corporate partners have come to expect more from institutions they partner with. They want a coordinated approach, and the ability for their key needs - accessing top talent, driving innovation and business impact, and corporate social responsibility goals - to be met, which cuts across institutional departments and reporting lines. Learn more about the current landscape for industry partnership efforts by institutions and how your organization can start down the path towards the benefits of a more coordinated approach (institutional alignment, cross-promotion, data/metrics sharing) by learning about how Wilfrid Laurier University approached this issue with a Community of Practice.

Learning Objectives
  • Understand the various structures and approaches for industry partnership creation
  • Who to involve and how to get buy in for the creation of a new industry partnership initiative
  • How to enrich fundraising proposals with combined approach to meet corporate objectives

*Length of presentation: 30-45 minutes


Michael Siebert
Michael Siebert

Brooke Rose
Brooke Rose


Making the Save: How 40 hockey players funded a new clinical trial (and the team that made it happen)
Michael Siebert, Program Coordinator, Annual Giving, University of Alberta
Brooke Rose, Director of Development, Faculty of Medicine & Dentistry, University of Alberta

In February 2021, 40 players skated outdoors in a pandemic, in sub artic temperatures to raise nearly $2 million to fund a life-saving new clinical trial. How did they pull it off? And how did the team behind the scenes collaborate with health authorities, internal stakeholders, data management and external Foundation partners? This session will outline the development and implementation of a this world-record-breaking fundraising event between the Cure Cancer Foundation and the University of Alberta, how the team executed this unique campaign amidst COVID-19 and how they chalked this up to a "W"!

Learning Objectives
  • Lessons in collaboration between units and external partners Teamwork makes the dream work: lessons in collaborating with internal and external partners and multiple units across an institution
  • Tips in preparing materials for volunteer fundraisers Empowering volunteer fundraisers to maximize their giving
  • How to adjust available tools for scope while staying agile Agility through a pandemic: how to adjust tools and processes to scale during uncertain times

*Length of presentation: 15-30 minutes