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

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.
For questions, contact admin@ccaecanada.org *Discounts cannot be combined.


Get the most out of the discussion:

DOWNLOAD THE ATTENDEE KIT

ATTENDEE LIST

 

Sessions


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

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CCAE Thought Leaders’ Discussion Forum

Supported by:

blackbaud

GGA

Monthly, 2 p.m. Eastern
July 14th - December 8th

The CCAE Thought Leaders’ Discussion Forum will provide Advancement Leaders from across Canada an opportunity to contribute their knowledge, experience, and insights through a formalized process. The participants for the Forum are proven leaders with expertise in specific topics relevant to each Thought Leader Forum agenda.

The Forum will be hosted monthly and consist of a mix of presentation topics with open discussion.

 

Registration Packages (available for CCAE members only)


Members : 
Full Summit Package: $399 (access to all sessions)
Single Session: $100 (access to the session of your choice)

REGISTER


Get the most out of the discussion:

DOWNLOAD THE ATTENDEE KIT

 

Sessions


November 10, 2 p.m. eastern 
The Future of Award Management & Student Funding
Randy Hashem, Solutions Engineer, Blackbaud Canada
Scott Mousseau, Manager, Advancement Services, Fanshawe College
Betcy M. Scaria, Awards Officer, Sheridan College

The climate for students being able to afford to attend college or university this year in Canada is uncertain to say the least. The COVID-19 crisis has brought more financial challenges to young people considering post-secondary education than ever before. Not only is the idea of summer employment precarious, but the demand and competition for financial aid and scholarships will be more prevalent than ever before. Increased demand on funding for students will put increased strain on financial aid and scholarship administrators. Not only will we see amplified demand, but will also see the need for improved access for student applicants, award reviewers, administrators, and the ability to steward award donors virtually. So often, systems that have existed to date are reliant on in person interactions and varied, unreliable tracking and disbursement methodologies. It will be imperative for institutions to embrace safe, dependable cloud technology to meet the needs of students and staff moving through this time of change and uncertainty that will have a lasting impact.

Learning Objectives

  • How to implement technology to simplify the submission and review process
  • Creating new stewardship opportunities
  • Fostering cross departmental efficiencies to support increased demand

Randy Hashem
Randy Hashem

Scott Mousseau
Scott Mousseau

Betcy M. Scaria
Betcy M. Scaria


December 8, 2 p.m. eastern 
Corporate Citizenship and Post-Secondary Education: A Partnership to Improve Lives
Kari Scarlett, Manager, Community Banking and External Events, Prairie Region, TD Bank Group
Farah Kurji, Senior Manager, Philanthropy, Global Corporate Citizenship, TD Bank Group

Kari Scarlett
Kari Scarlett

Farah KurjiFarah Kurji

TD, as with many financial institutions in Canada, has evolved how they engage and invest in the communities. The approach is dedicated to improving people's lives, with the focus on outcomes. This session will provide insights and clarity on TD's new corporate citizenship platform, the TD Ready Commitment, the annual TD Ready Challenge, and TD's response to the COVID19 pandemic.

Learning Objectives

  • Share TD's new corporate citizenship platform, TD Ready Commitment and the TD Ready Challenge
  • Provide insights on how TD's community investment has evolved, and TD's response during the pandemic
  • Provide insights on TD corporate citizenship goals and objectives, and share best practices for post-secondary institutions interested in applying for support

July 14, 2 p.m. eastern (concluded)
The CCAE Story – FREE TO MEMBERS
Discussion led by Mark Hazlett, President & CEO, CCAE & Derek Cassoff, McGill University, (Chair of the CCAE Board)

Derek Cassoff
Derek Cassoff

Mark Hazlett
Mark Hazlett

Topics include

  • The new CCAE story – a strong, focussed strategic plan for the future
  • How CCAE is positioning itself as the educational advancement sector leader
  • Trends and insights from the 2nd edition of the CASE-CCAE Support of Education Survey and the launch of the 3rd edition

August 11, 2 p.m. eastern (Webinar recording available on demand with registration)
Continuous Innovation During a Time of Constraint
Melinda Church, Senior Vice President and Managing Partner, Grenzebach Glier and Associates

melinda churchMelinda Church

In early March, the rules of the road changed—suddenly and dramatically. Campuses sent students home. Events were cancelled. The horizon was uncertain. Seemingly overnight, the engagement of alumni, donors, and friends flipped to “socially distant” tools and tactics. For many teams, this was a swing-the-bat moment, freeing them to innovate quickly and to partner in new ways with others in their organizations. Canadian schools, colleges, and universities embraced the opportunity, and have much impressive work to show for it.

In this session, Melinda Church of Grenzebach Glier and Associates will showcase several innovative approaches undertaken by Canadian institutions this spring and summer. She will break down some of the principles behind this progressive work and lead a conversation about what comes next. With a near-term that looks much like today, how can alumni and development teams continue to innovate in their engagement and communications? The session is designed for collaborative ideation and problem-solving, all to develop actionable insights.

Learning Objectives

  • Common principles of innovation
  • Ways to collaborate across organizations for shared benefit
  • How to engage key alumni and friends in next-gen virtual programming

September 15, 2 p.m. eastern (Webinar recording available on demand with registration)
COVID-19 6-month check-in panel discussion: What Impact has the COVID-19 Pandemic had on Advancement Strategies
Penny Blackwood, Executive Director, Office of Development, Memorial University of Newfoundland  
Greg Dick, Executive Director, Advancement and Senior Director, Public

...

Colleges Advancement Summit

September 23rd – November 4th
Wednesdays at 2:00 p.m. Eastern

Presenting Partner:
Global10YearLogo

The 2020 Colleges Advancement 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.

Colleges, Institutes, Cegeps and Polytechniques provide thousands of cutting-edge education and training programs to students all over the Country. Advancement shops in this space are doing top-notch work but often, in comparison to their University counterparts. CCAE is excited to bring together its professionals in this space for the first ever Colleges Advancement Summit.

Topics will range across disciplines and feature ample time for discussion and collaboration.


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 Coll5PLUS.
NOTE: the discount is only applicable to the Full Summit Package & CCAE members only.
For questions, contact admin@ccaecanada.org *Discounts cannot be combined.


Get the most out of the discussion:

DOWNLOAD THE ATTENDEE KIT

ATTENDEE LIST

 

Sessions


September 23, 2 p.m. eastern (Webinar recording available on demand with registration)
Opening Discussion

Michelle Bussey, Executive Director, NSCC Foundation and Alumni Relations, Nova Scotia Community College
Paul McCullough, Vice President Advancement, British Columbia Institute of Technology
Gillian Sneddon, Executive Director, Advancement, Fanshawe College
Facilitator: Guy Mallabone, President and CEO, Global Philanthropic

CCAE is excited to open the Colleges Advancement Summit with four pivotal panelists through an intriguing online discussion format. The discussion will consist of topics that pertain to the challenges and innovations that impact the College and Institute space. Attendees will gain solutions on key issues College advancement professionals face today, and prepare them for the future.

Questions will be collected during the registration process and the group address some of the items below.

  • What might the next 12 months look like for college advancement teams?
  • Building better strategies that are adaptive to a sudden change of pace.
  • How to engage College alumni virtually?
  • Demonstrating the value of alumni relations and fundraising to leadership
  • Strength in numbers and tackling challenges faced by College teams shops – how can problems be solved together as a network?

Should items go unanswered during the session, CCAE will circulate an offline document for presenter feedback and share it with all registered attendees.

Learning Objectives:

  • Hear different perspectives on how Colleges are approaching similar issues. This will provide the chance to reflect on one’s own shop and procedures.
  • Learn how and why, certain activities are being prioritized in response to current and future climate.
  • Identify areas of opportunity that may be taking place in other shops, that can be implemented locally.

Michelle BusseyMichelle Bussey

Paul McCulloughPaul McCullough

Gillian SneddonGillian Sneddon

Guy MallaboneGuy Mallabone

 

Moira Gookstetter
Moira Gookstetter

September 30, 2 p.m. eastern 
Making the Case to Grow your Advancement Shop

Moira Gookstetter, MA, CFRE, Executive Director, Langara College Foundation

Which comes first the investment in people or proof of dollars raised? How do you make the case to your senior leadership team and your colleagues to invest time and resources into Advancement? And can you do this without new or limited financial investments? This session will explore one way to accomplish this through Game Plan INSPIRE; to grow Advancement teams and see the benefits across campus with increased fundraising and alumni relations engagement.

Learning Objectives

  • Organizational Readiness for fundraising
  • Comprehensive Campaign planning and implementation
  • Training and education your fundraising team

Pete Lasher
Pete Lasher

Amanda Fritz
Amanda Fritz

October 7, 2 p.m. eastern 
How volunteers can enhance fundraising efforts

Pete Lasher, Senior Vice President, Grenzebach Glier + Associates
Amanda Fritz, CFRE, MPNL, Associate Director, Campaign Leadership, McGill University

Volunteers can add extraordinary value to our fundraising efforts if we can deploy them effectively. The session will explore different strategies for engaging volunteers in the identification, cultivation, solicitation and stewardship of prospective donors.

Learning Objectives

  • Understand the best way to leverage volunteers in the development process
  • Understand the importance of aligning volunteer activity with fundraising
...

Development Summit

September 28th – November 16th
Mondays at 1:00 p.m. Eastern

CCAE brings the same great summit program, to an online format. The 2020 Development 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.

The Development Summit includes content previously delivered in the Annual Giving Summit and will bring together the many facets of giving, under one virtual roof. Sessions will cover the items related to relationship building, planning and hitting financial targets out of the park!

For the first time ever, the Development Summit seeks to bring together fundraisers from across CCAE’s membership to connect, learn and tackle “side of the bed” topics that are of concern.


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 DS5PLUS.
NOTE: the discount is only applicable to the Full Summit Package & CCAE members only.
For questions, contact admin@ccaecanada.org *Discounts cannot be combined.


Get the most out of the discussion:

DOWNLOAD THE ATTENDEE KIT

ATTENDEE LIST

 

Sessions


Kristy
Kristy Rousseau

September 28, 1 p.m. eastern 
Shifting Strategies: Fundraising in a time of Constant Change

Kristy Rousseau, Director of Development, Laurentian University 
Twitter : @kristyrousseau

On March 11th, 2020, Laurentian University issued a statement that announced it would be suspending its classes immediately “as a precaution” related to the spread of COVID-19. On March 12th, Laurentian's advancement team started working remotely. Being the 1st advancement team in the country to make the move to remote work came with its share of challenges. Hear some examples around how the team grappled, adapted, and thrived in these exceptional circumstances. Learn about how the team continues to re-assess fundraising priorities and processes while continuing to support each other and set the stage for future success.

Learning Objectives

  • See ya paper! Hello Zoom! - laying foundations of a remote fundraising program
  • Shift, Slide, Move - agility as key to fundraising success
  • Ready, Set, Wow! - responding to and planning for the unknowns

Mike den Haan
Mike den Haan

October 5, 1 p.m. eastern 
De-mystifying Transformational Philanthropy - Building capacity for large gifts

Mike den Haan, Special Advisor to the President, Simon Fraser University

Too many organizations believe that transformational philanthropy is out of reach or only for the benefit larger organizations. But not all organizations should define transformational philanthropy in the same way. The best organizations, regardless of size, understand the core of what they want to change in Society and attract a philanthropic following which can help make that change happen. For many of these organizations, this philanthropic following includes people who have or could make transformational commitments. For many other organizations, this can feel out of reach or unattainable. This interactive session will review "best practices" and "common practices" which any sized organization can employ to build capacity for attracting a big gift commitment. The kind of commitment which can accelerate or transform your organization's ability to deliver change in society.

Learning Objectives

  • How 'transformational' giving can work for both large and small shops
  • Steps you can take to develop capacity for large gift commitments
  • Core elements of a successful 'transformational giving' culture

Kathleen A. Provost
Kathleen A. Provost

Maria Hartery
Maria Hartery

October 19, 1 p.m. eastern 
Having a financial discussion with a donor – when you are not a financial expert

Kathleen A. Provost, CFRE, Campaign Director, St. Francis Xavier University
Maria Hartery, Planned Giving Officer, St. Francis Xavier University

As fundraisers, we are not trained in financial analysis – yet we work with financial data every day. You will hear from two professional fundraisers about how to have the conversation about numbers, while respecting your limited knowledge of finance. We will talk about ways of giving, our ethical obligations and our professional accountability. We will share examples of fundraising measurements as well as planned giving illustrations.

Learning Objectives

  • Become aware of our need to have a financial discussion with our donors, though we are not “financial experts”.
  • Share best practices.
  • Factors to consider when looking at the Return on Investment (ROI) and using your Code of Ethics.

Karen McQuigge
Karen McQuigge

Mirko Widenhorn
Mirko Widenhorn

October 26, 1 p.m. eastern 
Gamification: Improving Engagement and Giving

Karen McQuigge, Director, Alumni Advancement (Alumni Relations & Annual Giving) Office of Alumni Advancement, McMaster Alumni Association
Mirko Widenhorn, Senior Director of Engagement Strategy, iModules Software

...

Stewardship & Donor Relations Summit

January 26 - March 9, 2021
Tuesdays at 2:00 p.m. Eastern

Originally intended to be delivered in-person, in March 2020, the Stewardship & Donor Relations Summit will now be offered in an online format.

Consistency, communication, and collaboration are key factors in building strong relationships with institution stakeholders. This summit program is designed to cover a variety of topics to demonstrate the unique ways professionals across Canada are working to engage donors, elevate relationships and share their campus stories.

Topics will range across disciplines and feature ample time for discussion and collaboration.

Registration opening soon!

 

Sessions


Tracey BaileyTracey Bailey

January 26, 2 p.m. Eastern 
Innovating stewardship communications
Tracey Bailey -Special Advisor, Development, McMaster University

The simple definition of innovating: make changes in something established, especially by introducing new methods, ideas and products. In the stewardship portfolio you are responsible for nourishing the donor’s experience of your institution’s promises through a variety of activities, events, publications and correspondence. At the moment we have too many communications channels to choose from and the rise of individualism which challenges our ability and resources to speak to all our donors personally and authentically. Add a pandemic into the mix and we are working hard to reinvent our practises. In this chaos, opportunities for stewardship innovation abound. Focusing on written communications (and yes, videos and visuals) we will explore both the technical and creative strategies to help you sustain deep, meaningful, emotional and personal relationships with your donors.

Learning Objectives
  • Build an ecosystem across your institution that will provide you with the rich content you share with your donors
  • Work with communications to make your correspondence, reports and stories more personal, intriguing and engaging
  • Develop and communicate about your strategic stewardship communications plan and share ideas for shaking up stewardship communications

Ashleigh ManktelowAshleigh Manktelow

Virginia RoeVirginia Roe

February 2, 2 p.m. Eastern 
Stewarding the $200M Gift: The Case of John and Marcy McCall MacBain
Ashleigh Manktelow -Director of Donor and Volunteer Engagement, McGill University
Virginia Roe -Associate Director, Donor Relations, McGill University

On February 13, 2019, John and Marcy McCall MacBain announced that they were donating $200M to McGill University to create the McCall MacBain Scholarships at McGill, the single largest gift ever received by a Canadian organization. But visionary gifts like this one are not made overnight.

In this session, we will speak to the factors that led the McCall MacBains to make this transformational gift and explore the role of stewardship in leading donors to their full gift-giving potential.

Learning Objectives
  • Factors that contribute to making donor dreams a reality (and our University’s dreams too!) – hint: capacity of institution and collaboration are key
  • How Volunteerism plays an important role in creating purpose for donors
  • How Stewardship plays an important role in closing multimillion dollar gifts

John DaviesJohn Davies

February 9, 2 p.m. Eastern 
Stewardship and the creation and maintenance of long-term relationships that lead to a continued flow of increasingly larger significant gifts
John Davies M.A. -Partner and Senior Consultant, Global Philanthropic Inc.

This session will serve to highlight the importance of stewardship in increasing the size and frequency of major gifts, including the key pitfalls to avoid and important cultural sensitivities that must be observed. Case studies will be presented and discussed.

Learning Objectives
  • An insight into trends that are shaping a new fundraising world
  • The importance of long-term planning and the critically important role of stewardship in the giving cycle
  • How accurate and constant research is playing an increasingly larger role in securing gifts that make a difference

xx

February 16, 2 p.m. Eastern 
Session details coming soon!


Heather DyckHeather Dyck

February 23, 2 p.m. Eastern 
Name of the Game
Heather Dyck -Stewardship Officer, Acknowledgement, University of Alberta

In the ever-expanding philanthropic naming game at educational institutions across Canada, we grapple with many questions from how to value physical spaces to what our naming policies should include. In this session, we’ll tackle some of the tricky questions related to naming and consider how we can best utilize naming to recognize the generosity of our donors while ensuring minimal risk for our

...