Advancement Services Summit

September 29th – November 10th
Tuesdays at 2:00 p.m. Eastern

Supported by:
ANTHOLOGY Final Primary Logos NOTAG RGB Black

CCAE brings the same great summit program, to an online format. The 2020 Advancement Services Summit program will be delivered once a week, for 7 weeks. Each weeks’ presentation will be live, and attendees will have a chance to pose questions and engage with the presenter and other attendees via a live chat function.

Professionals in the Advancement Services work in partnership with Institutions’ key stakeholders, this includes the Office of Advancement, donors, community, and alumni.

These teams work to provide expertise and support in the areas of systems and infrastructure, business analysis and reporting, data management and integrity, prospect management and research, gift management and the mission of the boarder Institution.

The CCAE Advancement Services Summit serves to bring these professionals together to discuss innovation in their field, new ways to maximize resources, streamline efficiencies and support Institutional units.

Registration Packages

Full Summit Package: $225 (access to all sessions)
Package of 3 sessions: $120 (access to 3 sessions of your choice)
Single Session: $55 (access to the session of your choice)

Potential member:

Full Summit Package: $335 (access to all sessions)
Package of 3 sessions: $180 (access to 3 sessions of your choice)
Single Session: $75 (access to the session of your choice)


Top value for your team! (applies to members only)
Take advantage of the CCAE Group Package by registering 5 or more team members from your school and save $50.
To access the group package rate, enter in discount code ADServ5PLUS.
NOTE: the discount is only applicable to the Full Summit Package & CCAE members only.
For questions, contact *Discounts cannot be combined.

Get the most out of the discussion:





Greg Reid
Greg Reid

September 29, 2 p.m. eastern 
Using your school's data to drive goals, decisions and strategy in Advancement

Greg Reid, Executive Director of Advancement, St.Andrew's College

This session will present and discuss the use of school specific data to inform reporting, goal setting for annual targets, and the analysis, comparison and use of Benchmarking data. A variety of reports, spreadsheets and data sets will be presented and discussed, along with tips and tricks to leverage your data to drive your advancement objectives. Participants are also encouraged to bring and share their unique data analytics.

Learning Objectives

  • Analyze and provide data for the education of, and reporting to Boards, Directors or Committees
  • Mine and analyze data for annual advancement goal setting
  • Leveraging Benchmarking data

Mark Hobbs
Mark Hobbs

Greg Lee
Dr. Greg Lee

October 6, 2 p.m. eastern 
Artificial Intelligence: Identifying and Activating your donor coalition

Mark Hobbs, CEO Fundmetric
Dr. Greg Lee, Lead data scientist, Fundmetric. Assistant Professor, Acadia University

From the team that brought you: Does Behavior Trump Capacity, see the progress one year later and discover what machine learning has uncovered. Learn about AI from the basics in this session designed for non-technical fundraisers. This session takes you inside the inner workings of pioneering teams in the sector who took the risk that will pave the way for every charity to do more with less. In 60 minutes you will learn more from failure than from success and leave with battle-tested tactics, high-level strategy and the inspiration that you can take back to your colleagues. Explore deep learning with recurrent neural networks which allows for learning on time-series data, namely the ordered steps a donor takes along the way to making a donation and continuing to donate. Join this session for a practical understanding of the future of fundraising.

Learning Objectives

  • Understanding how to apply artificial intelligence and machine learning to your shop
  • Learn how to spot facts versus fiction around artificial intelligence
  • See how other schools and non-profits are implementing AI and learn how you can too

Sarah Clarke
Sarah Clarke

Pierce White-Joncas,
Pierce White-Joncas

October 13, 2 p.m. eastern 
Advancement and the Privacy Office: Working Together

Sarah Clarke, Director, Advancement Services, Carleton University
Pierce White-Joncas, CIPP, Manager, Privacy & Access to Information, Carleton University

All Advancement works relies on accurate data. In our rapidly growing digital landscape, building and maintaining the confidence of your alumni, donors and other stakeholders in your school’s data collection and retention practices is more relevant than ever before. This session will highlight industry standards related to anti-spam and privacy and how Advancement and your Privacy Office can work together to solidify donor and alumni confidence and expand your capacity to more deeply engage your constituents.

Learning Objectives

  • Best practices that Advancement offices can implement to ensure data compliance.
  • Examples of industry successes, failures and key privacy considerations.
  • Tips and tricks that can be easily applied to your school’s processes and systems to increase constituent confidence.

Isabel Brinck
Isabel Brinck

Stéphanie Mathieu
Stéphanie Mathieu

October 20, 2 p.m. eastern 
Fundraising Big Data - Donor Behaviour in