Advancement Services Summit

All sessions now available on demand

Supported by:
ANTHOLOGY Final Primary Logos NOTAG RGB Black

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

Member: 
Single Session: $55 (access to the session of your choice)

Potential member:

Single Session: $75 (access to the session of your choice)

REGISTER


Get the most out of the discussion:

DOWNLOAD THE ATTENDEE KIT

ATTENDEE LIST

 

Sessions


Greg Reid
Greg Reid

Webinar recording available on demand with registration
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

Webinar recording available on demand with registration
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

Webinar recording available on demand with registration
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

Webinar recording available on demand with registration
Fundraising Big Data - Donor Behaviour in the Canadian Educational

...

Advancement Services Summit 2021

October 5, 19 & 26 - 1 p.m. & 3 p.m. ET daily

Supported by:
ANTHOLOGY Final Primary Logos NOTAG RGB Black

The 2021 Advancement Services Summit program will be delivered over a set number of weeks in a virtual format. Each 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.


Thank you to CCAE’s Fall Education Program Sponsors
blackbaud dp logo version 6 52x 100

Registration Packages

Member: 
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)

REGISTER

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.

This event is eligible for the CCAE Education Access Fund
All CCAE members have access to a $1,000 credit to use on CCAE events until April 30th, 2022. Learn more about the fund here.

For questions, contact admin@ccaecanada.org

 

Sessions


Shelly Baker
Shelly Baker

David Bass
David Bass

Cara Giocomini
Cara Giocomini

October 5th, at 1 p.m. ET
The NEW CASE Global Reporting Standards in the Canadian Context: Why you need to start using them now

Shelly Baker, Director, Advancement Services, Wilfrid Laurier University
David Bass, Senior Director of Research, Council for Advancement and Support of Education (CASE)
Cara Giocomini, Vice President, Data, Research, and Technology, Council for Advancement and Support of Education (CASE)

The CASE Global Reporting Standards (previously the CASE Reporting Standards and Management Guidelines) is a common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe. The document contains both industry standards on how to report on donations for your own internal reporting and campaign counting purposes, and management guidelines that include best practice recommendations for the management of your fundraising operation. For Advancement Services, these standards form a valuable tool for benchmarking, training and knowledge transfer.

Member of the CASE working group and lead writer for the Canadian Supplement, Shelly Baker will share why the component is vital to Advancement Shops and professionals at all stages in their career and what it means in aligning intention, practice, and tactic.

Learning Objectives:

  • Gain skills to interpret and apply best practices in counting and fundraising operations for your institution
  • Understand why you need to use the standard and what is specific to the Canadian context
  • Learn how to scale the standards and how to implement in your shop

Carlye Brash
Carlye Brash

Timothy Wowk
Timothy Wowk

October 5th, at 3 p.m. ET
The Briefcase Reports Revisited: Impact and Lessons Learned

Carlye Brash, Prospect Management Analyst, Queen’s University
Timothy Wowk, Director, Prospect Research Group, Queen’s University

In September 2020, the Advancement Research Group at Queen’s University introduced a series of three dashboards colloquially known as the “Briefcase Reports”. The dashboards focus on supporting frontline fundraisers and scorecard metrics for proposal pipeline, pool coverage and time in stage KPI’s. This session will explore the impact of the Briefcase initiative on fundraising activity at Queen’s University and lessons learned.

Learning Objectives:

  • Learn how an innovative suite of dashboards can drive frontline fundraiser activity;
  • Gain insight on the importance of underpinning visualizations with clearly identified business needs;
  • Improve understanding of dashboard development and gain insight into opportunities and pitfalls when creating visualizations.

discussion session

October 19th, at 1 p.m. ET
Festivus - for the restovus: Discussion Session

No grievances to share, no problem! During in-person opportunities some of the best exchanges happen over meals, coffee and informal social gatherings (impromptu dinner anyone?)

In a virtual space, CCAE has to work a little harder to create those moments. This discussion session will serve to bring together attendees for smaller, unscripted informal (and unrecorded) group discussions.

CCAE will provide some pre-populated topics for inspiration or folks can decide to discuss whatever is pressing at the time.

Group sizes will be small, (3-4 people) and CCAE will change the groups twice.

Learning Objectives:

  • Spend time, in small groups, to discuss matters that matter TO YOU!
  • Allow opportunities to network and connect in small groups by role, school, and location.
  • Share with (and lean on) your colleagues about challenges, wins and current projects.

To submit some topics for discussion, please visit: https://app.sli.do/event/z09x4prv


Mai Bui
Mai Bui

October 19th, at 3 p.m. ET
Unleash your Insights: Dashboarding to Enhance the Impact and Accessibility of Fundraising Analytics

Mai Bui, Manager of Data Analytics, University of British Columbia

Advancement services play a significant role in capturing, generating, and managing fundraising data, as well as leveraging that data for strategic knowledge to support frontline fundraisers. As the need for data-driven insights increases, data and research teams can become inundated with requests for analysis, creating a backlog of tickets and long turnaround times. In some advancement shops, fundraisers have access to query the CRM themselves. But the time and expertise needed wrangle that information into actionable insights can serve as a barrier to engaging with the data in meaningful ways. Moreover, without proper guidance, the information could be misinterpreted, which might mislead the decision-making process. Learn how the use of dashboarding tools can help you create self-service

...