2022 National Conference Sessions

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

Professional Learning Sessions (virtual) May 24, 2022


Marie-Aline Kruydt
Marie-Aline Kruydt

Alessio Falcone
Alessio Falcone

#CCAE2022 virtual session
12:00 p.m. - 1:00 p.m. ET
How to Structure and Support your Alumni Chapters to Increase Engagement
Marie-Aline Kruydt, Alumni Relations Policy Officer, University of Ghent
Alessio Falcone, Customer Success Manager, Hivebrite

The University of Ghent benefits from a vibrant and diverse network of over 172,000 alumni.

Offering a personalized and meaningful experience to each alumni is critical to the university’s mission.

Join us and discover how the University of Ghent effectively manages its chapters within its online alumni engagement platform to provide spaces for targeted engagement, providing specific content, events, and support.

Learning Objectives
  • How to give visibility on each chapters alumni relations efforts and encourage collaboration
  • How to employ engagement scoring, an online resource library, data management, and other tools to service constituents
  • How to use technology to identify, train, and empower chapter leaders
  • How to measure the impact of each group on the overall mission of the alumni network

*Length of presentation: 60 minutes


Funmi Kayode
Funmi Kayode

Joe Rossong
Joe Rossong

#CCAE2022 virtual session
2:30 p.m. - 3:15 p.m. ET
Saint Mary’s University’s strategic approach to modernize Constituent Relationship Management
Funmi Kayode, Functional Analyst, Advancement Services, Saint Mary's University
Joe Rossong, Director, Advancement Services, Saint Mary's University

This session will focus on SMU’s experience with the CRM implementation project. We will be exploring how we invested effort and time to address systemic issues and norms in relation to data governance issues, project implementation, measured and accepted risks. On this subject myself and my colleagues will be reviewing foundational layers that guides our expectations of what our new system can or could do for us.

Learning Objectives
  • How SMU engaged users throughout the process of implementing a system
  • Our approach to preparing for data integrity, future analytics, and system adoption
  • Lessons learned

*Length of presentation: 45 minutes


Jason Shim
Jason Shim

#CCAE2022 virtual/in-person session
4:00 p.m. - 5:00 p.m. ET
Stories about the Future: An exploration of emerging technologies and how to leverage them for fundraising
Jason Shim, Nonprofit Technologist

Should we get on Tiktok? Start our own NFT collection? How about fundraising in the metaverse? In this session, an experienced nonprofit technologist, Jason Shim, will share how you can stay on top of emerging technology trends and apply them to fundraising. The session will blend considerations for strategy with practical tips and examples of how technology can help teams raise higher revenue and build stronger relationships.

Learning Objectives
  • An understanding of emerging technology trends
  • Simple frameworks for continuous improvement
  • Resources for identifying emerging technologies

*Length of presentation: 60 minutes

Professional Plenary Session A – May 25, 9:10am - 10:20am ET


Dr. Debra Pozega Osburn
Dr. Debra Pozega Osburn


Roadmap to a revitalized community – A Creative Journey
Facilitator: Dr. Debra Pozega Osburn, Vice-President, University Relations, University of Saskatchewan
Graphic Facilitator: Shannon Loomer
B.A., B.A.Ed, B.F.A, Graphic Facilitation, Illustration, Creative Direction, Visualization Services

CCAE is starting the National Conference off with a chance to re-connect, re-discover, and map out our collective future. Led by Dr. Debra Pozega Osburn, this creative journey, a “Roadmap to a revitalized community” session entails a collaborative audience discussion. Participants will engage with each other to provide a deep level of authentic voices that will actively fuel an illustrated ‘record’ of the ideas shared. Graphic artist Shannon Loomer will encapsulate these ideas and bring them to life and the drawing will be made available after the session, digitally as keepsake to revitalize our community.

*Length of presentation: 70 minutes

Professional Learning Sessions B – May 25, 11:00am - 11:45am ET


Shelly Baker
Shelly Baker

#CCAE2022 virtual/in-person session
Enriching Industry Partnerships
Supported by DonorPerfect
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


Sonia Dupte
Sonia Dupte

Your current donors are your best donors!
Supported by DonorPerfect
Sonia Dupte, CFRE, Executive Director, Development and Campaigns, Brock University

Stewardship of a donor does not end with saying “Thank You”. Effective, timely, personal and relevant recognition will aid in mitigating donor attrition, as will communicating impact and sharing success stories of the institute. Whereas communication tactics that are segmented based on demographics resonate with larger groups of donors.

While lapsed donors are often discussed as being the ideal prospects and to some extent this is true. The pandemic has revealed the value of intentional and strategic stewardship in generating the largest return on investment. In the midst of the pandemic we, at Brock, formulated a donor retention strategy to keep donors from leaving in the first place and focused on developing, stewarding and sustaining lifelong donor relationships with our university. This integrated approach to stewardship - from data mining to pipeline management – led to great successes.

Learning Objectives
  • Fishing in your own pond – letting your database inform your stewardship planning and activities.
  • Increase use of technology and its impact on effective impact communication and development of relationships.
  • Effectively engaging with deans, faculty members and others senior leaders in supporting stewardship activities.

*Length of presentation: 45 minutes


Christy Miller
Christy Miller

Rob Lovelace
Rob Lovelace


No “no’s”: Making room for alumni to participate through micro-engagements
Supported by DonorPerfect
Christy Miller, Director, Alumni & Donor Engagement, University of Saskatchewan
Rob Lovelace, Student and Alumni Relations, 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


David Fisher
David Fisher


Segments unique to planned giving
Supported by DonorPerfect
David Fisher, Manager, Legacy Giving, Trinity College School

Each area of fund development has segments and metrics that provide focus and track performance. Planned giving is no different. Using a case study, this session will identify how lead generation and conversion activity create segments that form the building blocks of a planned giving program.

Learning Objectives
  • Identify key Panned Giving segments that are trackable in a CRM
  • How to customize activity unique to each segment
  • How to use conversion rates to build and model future growth

*Length of presentation: 30-45 minutes

Professional Learning Sessions C – May 25, 1:00pm - 2:00pm ET


Ms. Jaime L. Hunt
Ms. Jaime L. Hunt

#CCAE2022 virtual/in-person session
Triaging Our Talent
Ms. Jaime L. Hunt, Vice President and Chief Communications and Marketing Officer Miami University

Colleges and universities are not immune to The Great Resignation, with one startling and troubling difference: across campuses, colleagues are leaving their jobs and moving into professions outside of higher education. As our teammates consider turning to work in the private sector, joining a consultancy, or hanging up their own shingle, what can leaders do to stop this hemorrhage of talent? What we do know: 2019 thinking won’t work in 2022. This session will explore the ways we can support our employees and help them continue to thrive in higher education – and what we can do to dissuade them from leaving.

Learning Objectives
  • Learn how to retain employees amid a time of rapid change
  • Learn how to better support teammates and colleagues through a positive leadership style
  • Learn how to reframe your thinking to address the challenges of 2022 (and beyond)

*Length of presentation: 60 minutes


Dr Maria Gallo
Dr. Maria Gallo

Sandra Rincón
Sandra Rincón


Integrating Alumni Programming within Your Institution’s Sustainability Strategies
Supported by Honeywell
Dr Maria Gallo, Author and Managing Director of The Alumni Way, Interim President of the University of St Michael’s College – University of Toronto Alumni Board and Visiting Research Fellow at the Trinity Business School, Trinity College Dublin
Sandra Rincón, Engaging International Alumni as Strategic Partners, Founder and President of the NL Alumni Network – The Netherlands and PhD candidate at Tilburg University

The United Nations Sustainable Development Goals (the SDGs, also known as the Global Goals) present a formidable international challenge over the next decade. The Times Higher Education Sustainability Index has heightened the importance of universities taking action through institutional sustainability measures and strategies through an internal partnership approach. How can alumni programming help to highlight the university’s broader response to the SDG agenda? How can alumni expertise be leveraged and celebrated to inspire further sustainability-led partnerships on and off campus? In this micro-workshop, delegates will consider ways to foster sustainability and the SDGs through alumni civic engagement and strategic, integrated alumni programs. During the session delegates will be introduced to a model to consider ways to disrupt and reposition the alumni-sustainability agenda. Delegates will leave with a set of actions applying this model towards integrating sustainability into their strategic alumni programs.

By the end of the session delegates will be able to:
  • Recognise the ways that sustainability measures and the SDGs may potentially involve alumni or alumni programs;
  • Consider ways to align alumni engagement with the SDGs within a wider institution’s global active citizenship and sustainability agenda;
  • Identify projects or initiatives within their own institutions that promote/address elements of the SDGs or sustainability that could be enhanced through alumni engagement;
  • Identify the key internal stakeholders and alumni that can form partnerships to integrate alumni programs with the institution’s sustainability agenda.

*Length of presentation: 60 minute micro-workshop session


Scott Anderson
Scott Anderson

Lyndsay Montina
Lyndsay Montina

Wendy Langley
Wendy Langley

Mirko Widenhorn
Mirko Widenhorn
Moderator


Applying Data and Analytics Across Institutional Advancement to Work Smarter
Supported by Anthology Inc.
Scott Anderson, Executive Director, Marketing, Communications, and Donor Relations, Queen’s University
Lyndsay Montina, Manager, Alumni Relations, University of Lethbridge
Wendy Langley, Director of Development, St. Francis Xavier University
Moderator: Mirko Widenhorn, Senior Director of Engagement Strategy, Anthology

In our new reality, it’s even more important to identify how we can foster connections between and among our graduates, all while being more effective and efficient. During this discussion, panelists will share how they have used data and analytics to inform strategies. We’ll look at the holistic alumni experience and identify ways that data can be used to adjust programming, communications, and solicitations to increase personalization, engagement, and support. Participants will leave this session with ideas on what to focus on, how to help shift engagement, and ways to fine-tune strategies in alumni engagement, communications, and annual giving.

Learning Objectives
  • Increased understanding of how data and analytics can be used to inform alumni engagement and fundraising strategies
  • Hear from multiple universities about programming, communications, and solicitations that were successful to adapt to their own institution
  • Leave the session with concrete examples of personalization, how that creates opportunities, and adjusts strategies

*Length of presentation: 45-60 minutes


Martha Drake
Martha Drake

Shelley Huxley
Shelley Huxley

Stephanie Young
Stephanie Young


Forever Changed: Embracing new fundraising realities
Panelists:
Martha Drake, Executive Director, Advancement, University of Toronto Schools
Shelley Huxley, Director of Development, Ridley College
Stephanie Young, CFRE, Director of Development, Ashbury College

There was a time that the pathway to fundraising success lay with Face-to-Face cultivation and soliciting. Covid changed that reality and put a pause on in-person engagement methods. With no time to stop, advancement staff had to embrace new realities and re-define engagement.

Join this panel discussion to hear examples of how colleagues pivoted in areas related to alumni, development, and capital campaign activities and saw positive results from their efforts.

Learning Objectives
  • Discover how to help build resilience with your team
  • Learn how to positively manage relationships through change
  • How to use your team and institutional strengths to leverage opportunities

*Length of presentation: 45-60 minutes

Professional Learning Sessions D – May 25, 2:40pm - 3:40pm ET


Krishan Mehta
Krishan Mehta

Al Ramsay
Al Ramsay


Intentional Inclusion in Constituent Engagement
Krishan Mehta, PhD, Assistant Vice-President of Engagement, Toronto Metropolitan University
Al Ramsay, Vice-President, LGBTQ2+ & Black Customer Segments (OneTD), TD Bank Group

What role do various campus and community constituents play in advancing an institution’s equity and inclusion work? How can strategic engagement activities best serve community interests around belonging and diversity? How do you measure impact and success? Join Al Ramsay, VP at TD Bank Group and Krishan Mehta, AVP Engagement (Toronto Metropolitan University), in conversation about the transformative potential and impact of inclusive engagement practices on institutional equity and inclusion efforts.

Learning Objectives
  • Discuss the nuances of defining equity, diversity and inclusion in higher education
  • Identify leaders who can champion and assist in the implementation of equity initiatives
  • Review strategies centered on excellence in inclusion and the leveraging of innovative public and private sector partnerships to achieve equity, diversity and inclusion goals

*Length of presentation: 60 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
Supported by Honeywell
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


Sandra Rincón
Sandra Rincón

Andrew Shaindlin
Andrew Shaindlin


The Benefits of Intentional Networking
Supported by Grenzebach Glier and Associates
Sandra Rincón, Founder and President of the NL Alumni Network – The Netherlands, PhD candidate at Tilburg University and Co-author of Engaging International Alumni as Strategic Partners
Andrew Shaindlin, Vice President at Grenzebach Glier & Associates, alumni strategy consultant, and former Vice President for Alumni Relations at Brown University.

Success in advancement requires you to connect effectively with a range of people – and to broker meaningful connections among others. “Networking” refers to more than chatting over cocktails. It describes a process that you can design for specific outcomes. This interactive session will present how to craft a helpful network that creates value for every member, and explains the surprising key to its success: the “strength of weak ties.” Participants will also reflect on the elements of building their own professional networks and on how to grow and empower alumni networks.

By the end of the session participants will be able to:
  • Recognize and understand the value of a network that is responsive, trusted and diverse
  • Consider the importance of pursuing strong and weak links within their networks
  • Explore new tools to make their networks more effective
  • Share knowledge of networks to help their alumni succeed

*Length of presentation: 60 minutes, interactive session


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, Concordia University
Olivia Piccirelli, Alumni Officer of External Partnerships, Alumni Relations, Concordia University

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

Professional Learning Sessions E – May 25, 3:45pm - 4:15pm ET


Michelle Fuko
Michelle Fuko

#CCAE2022 virtual/in-person session
People over Place: A remote-first philosophy for recruiting development talent
Supported by Grenzebach Glier and Associates
Michelle Fuko, AVP, Development at Queen’s University

How do you recruit top tier fundraising talent in a smaller urban center with soaring house prices and a competitive talent market? You put talent over address, people over place.

In 2021, I was recruited for the role of AVP, Development for Queen’s University. Situated in Kingston, Ontario, Queen’s University is far enough from large urban centers like Toronto to make it difficult to commute but close enough to be in competition for top tier talent from universities, hospital foundations and the like. My very real concern, during the recruitment process, was the prospect of uprooting my 4 children and make the move from Alberta to Ontario.

Luckily, my decision was made infinitely easier when I learned the VP supported a remote position. The result: I happily accepted the job and have been a permanently remote employee ever since. And I’ve been able to hire outstanding talent to my development leadership team using the same remote philosophy.

But how does it work and what are the challenges? How can development leadership effectively support, manage, and coach a team while located in another province? How can they inculcate themselves into the University culture and build relationships with Deans, portfolio leaders and staff while only being on campus a few times a year? What are the pros and cons of putting people over place? In this 30-minute session, we will explore these questions.

Learning Objectives
  • Discuss the pros and cons of permanently remote development teams
  • Learn tips/tricks for building a strong team even when remote
  • Learn how one institution is implementing a remote first policy

*Length of presentation: 30 minutes



Engagement at any age
Supported by Honeywell

Melodie Le Siege
Melodie Le Siege

Session 1
Concordia's Top 50 under 50: a case study in targeted constituency engagement
Melodie Le Siege, Social Media and Multimedia Producer, University Advancement, Concordia University

This presentation highlights Concordia's 50 Under 50 Shaping Tomorrow an online and print campaign in 2021 designed to re-engage highly successful graduates whose affinity with the university was moderate to low, yet who are influential and possess future giving capacity. Backed with extensive and impressive metrics, the presentation provides insight into an efficient, cost-effective, and high-impact way to build relationships with an unengaged group, showcase alumni, foster pride, create sharable content and pave the way for future major gifts.

Learning Objectives
  • How to create an exciting top/under list
  • Launch a top/under campaign for greatest impact
  • After the campaign: how to sustain and grow the new relationships

Allyson Eckel
Allyson Eckel

Allyson Eckel
Alyson Gampel

Session 2
York University’s Top 30 Changemakers Under 30
Allyson Eckel, Digital Communications Officer
Alyson Gampel, Associate Director, Alumni Programs, York University

York University’s Top 30 Changemakers Under 30 , piloted in 2021, is a bold, inspired & visionary virtual engagement program, showcasing 30 young alumni changemakers who have put their York U education into practice to enact positive, real-world change. Driven by market research data indicating that young alumni were our largest but least engaged group of constituents, this presentation showcases the program’s positive impact on York’s young alumni engagement pipeline, student and young alumni pride, and the establishment of mutually beneficial cross-campus relationships including all of York’s Faculties and Student Recruitment. The media buy and communications component will be also be presented and demonstrate the deliberate alignment with, and positive impact on, York’s new brand strategy.

Learning Objectives
  • Participants will understand how data drives the strategic priorities when embarking upon a Top # program
  • Participants will experience the scope of impact that a Top # can have, including on the university’s brand
  • Participants will have examples of an efficient and high-impact way to build relationships with an unengaged group

*Length of presentation: 30 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)
Supported by Grenzebach Glier and Associates
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

Professional Learning Sessions F – May 26, 9:15am - 10:00am ET


Stacey de Molitor
Stacey de Molitor

Juuso Vesanto
Juuso Vesanto

#CCAE2022 virtual/in-person session
Enhance your digital engagement and elevate your data with a cross-functional volunteer insight community!
Supported by Grenzebach Glier and Associates
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


Melissa Dukovcic
Melissa Dukovcic

Emma Nguyen
Emma Nguyen


Do we need a video for that?
Melissa Dukovcic, Associate Director Marketing and Stakeholder Relations, University of Toronto
Emma Nguyen, Director, Digital Marketing and Communications, University of Toronto

Video has always been an important marketing tool to reach audiences. The pandemic increased the need for video more than ever, from adapting how we host virtual events to creating effective content that is relevant to different audiences and mediums. This session will explore various types of videos with real examples ranging from high production to low production value.

Learning Objectives
  • Explore different types of video content
  • Understanding the difference between high vs low production and when each is needed
  • How to measure success
  • Video production tips

*Length of presentation: 30-45 minutes


Zahra Valani
Zahra Valani

From The Ground Up: Creating an Effective Marketing & Communications plan to support Fundraising Strategy
Zahra Valani, Director of Advancement & Communications, Hillfield Strathallan College

Creating a strategy supported by design, digital, print, and video production is essential to reaching your fundraising goals. Whether you are an organization looking to revamp your current strategy or would like to learn how to create one, this presentation will provide you with helpful tips to develop an effective strategy while prioritizing available resources.

Get inspired to create a fundraising plan that includes SMART goals and a yearly calendar.

Learning Objectives
  • Creating a strategy for the Advancement Department.
  • Demonstrating how to develop digital, print, and video production support for the Advancement Department.
  • Prioritizing which medium to use given the resources that are available to you.

*Length of presentation: 45 minutes


Richard Fisher
Richard Fisher

Mike Welling
Mike Welling


Changing hearts and minds - the importance of connecting before counting
Richard Fisher, Brief Communications Officer, brevity.
Mike Welling, President, Mike Welling & Associates

Join Richard Fisher (formerly of York U and UBC) and Mike Welling, President, Mike Welling & Associates to learn how to apply strategic thinking to your marketing activities, using both PSE and private sector examples. Communications in universities has gone down a rabbit hole in terms of 'counting' page views, twitter followers, video views etc. What seems to be missing is a strategic approach that goes beyond simple - and often meaningless - counting. For institutions to thrive - especially post-covid - they will need a singular, ownable strategy translated into sharp executions that connect with our targets on an emotional level, rather than simply bombarding them with 'content'. Simply put, ours is a battle for hearts and minds before numbers.

Learning Objectives
  • To re-elevate the importance of strategy in university communications.
  • To emphasize the need for sharp, focused execution to communicate strategic objectives.
  • To take a critical look at evaluating strategic communications.

*Length of presentation: 45 minutes

Professional Learning Sessions H – May 26, 1:10pm - 1:40pm ET


Josh Bowman
Josh Bowman

#CCAE2022 virtual/in-person session
Collaborating with Research to Double or Triple Your Gift!
Josh Bowman, CFRE, Associate Director, Advancement, Faculty of Engineering and Architectural Science, Dean's Office , Toronto Metropolitan University

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
Supported by Honeywell
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


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