Development Leaders' Summit

February 5-6, 2019

Calgary Marriott Hotel
110 9 Ave SE, Calgary, AB

Registration
Member: $410
Potential member: $499

 

Platinum Sponsor:
manulifenew2019

Gold Sponsor:
Engagement Analysis Inc

Exhibitor :
VITreo

Media Management Partner :
Vidigami

Summit Highlights Gallery:

 
 
 
Tuesday February 5th 2019

8:15 a.m. - 9:10 a.m.

 

Registration & Breakfast

9:15 a.m. - 10:15 a.m.

Sunalta C

Managing the Pendulum: How to Develop and Lead an Effective Advancement Team
Nuvyn Peters, Vice President, Development and Alumni Engagement, University of Calgary

10:15 a.m. - 10:30 a.m.

 

Break

10:30 a.m. - 11:30 a.m.

Sunalta AB

Through the looking glass; leading through change and towards change.
(Joint Session with Alumni Leaders)
Jason Moreton, AVP, University of Guelph
Patricia Kenney, Senior Director, Talent Management, Oregon State University Foundation

11:30 a.m. - 12:45 p.m.

 

Lunch presented by Engagement Analysis Inc.

12:45 p.m. - 1:45 p.m.

Sunalta C

Making the case!
Helen Nichols, Executive Director, Campaign, UBC
Lindsay Lynch, Manager, Research and Development Proposals, Faculty of Medicine, UBC

1:45 p.m. - 2:00 p.m.

 

Break

2:00 p.m. - 3:15 p.m.

Sunalta AB

Development & alumni, united in common goals.
(Joint Session with Alumni Leaders)

Greg Latham, Director, Alumni Engagement, University of Alberta
Marie Perron, Assistant Dean, Advancement, Faculty of Agricultural, Life and Environmental Sciences, University of Alberta
Ben Chapdelaine, Associate Director, Annual Giving, McMaster University
Anne-Marie Middel, Associate Director, Alumni Advancement, McMaster University

3:15 p.m. - 3:30 p.m.

 

Break

3:30 p.m. - 4:30 p.m.

Sunalta C

Closing Discussion

 4:30 p.m.  

Wrap - Up

 
Wednesday February 6th 2019

8:00 a.m. - 9:00 a.m.

 

Breakfast

9:00 a.m. - 10:00 a.m.

Sunalta AB

Beyond the Document – Using Your Alumni Engagement Strategy as a Change Agent
(Joint Session with Alumni Leaders)
Michael Sclafani, Associate Vice President, Alumni Engagement & Partnerships, University of Calgary
Donna Finley, MBA, PhD, Drucker Senior Research Fellow

10:00 a.m. - 10:15 a.m.

 

Break

10:15 a.m. - 11:30 a.m

Sunalta AB

Measuring Engagement – the Secret Recipe
(Joint Session with Alumni Leaders)
Jason Coolman, Associate- Vice-President and Alumni Relations. University of Waterloo

   

Summit Close & Boxed lunch on departure

Calgary Marriott Hotel
110 9 Ave SE,
Calgary, AB

Book your hotel room at the Calgary Marriott Downtown Hotel

Rates start at $229 (Canadian Dollars). All guest room rates are quoted exclusive of applicable taxes and fees: 15% Harmonized Sales Tax (HST), PLUS 4% MAT (Municipal Accommodation Tax) in effect at time of check-out.

Reserve your room by January 16, 2019. to ensure you receive the special CCAE rate.

Please make your reservation directly with the hotel by calling 1-800-896-6678 or online. Identify yourself as attending the CANADIAN COUNCIL FOR THE ADVANCEMENT OF EDUCATION - CCAE Alumni Leaders Summit.

 

Speakers

 

Sessions

Managing the Pendulum: How to Develop and Lead an Effective Advancement Team
Nuvyn Peters  - Vice President, Development and Alumni Engagement, University of Calgary

Coke or Pepsi? Rent or buy? Decentralized or centralized? Every few years the pendulum swings. Hire fundraisers dedicated to schools and units, or hire central fundraisers? The debate is ongoing: what is an effective way to structure and manage an effective advancement team?

Objectives:
  • Pros and Cons of Decentralized, Centralized, and Hybrid Models
  • Common Pitfalls of Structure and the “Pendulum”
  • Establishing Rules, Policies, and Guidelines
  • Using Metrics to Guide Organizational Culture
  • Motivating and Managing Staff Performance
  • Communicating and Celebrating Successes

Making the case!
Helen Nichols  - Executive Director, Campaign, University of British Columbia
Lindsay Lynch  - Manager, Research and Development Proposals, Faculty of Medicine, University of British Columbia

Cases for support can take a variety of forms. They are often associated with campaigns and large projects. While sometimes the result is a glossy finished product full of information, inspiring messages, and photos – “making the case” is a process that is just as important as the material produced. Come hear about UBC’s experiences with the recent start an evolution fundraising and alumni engagement campaign, the current Blue and Gold Campaign for Students, and projects in the Faculty of Medicine – UBC’s largest faculty fundraising program. Process used, materials produced, current state and reflections on “if I knew then” will be explored. This will also be an opportunity for participants to share and learn from each other

Objectives:
  • Strategies for assessing the potential ROI of case development
  • Understanding the role of context in the approach to case development
  • Considerations for aligning case content with major gift strategy

Measuring Engagement – the Secret Recipe
Jason Coolman
 - Associate-Vice President, Development & Alumni Relations, University of Waterloo

Like a good recipe, engagement relies on a few key ingredients to be successful. This session explores key global trends related to the measurement of alumni engagement and will provide you with a path forward on this complex topic. As a member of the CASE Alumni Engagement Metrics Task Force, Jason will give you an up-to-date look at the Alumni Engagement Reporting Framework being created by CASE. Come ready to discuss the future of alumni engagement, how to track it and why it matters to all advancement units.

Objectives:
  • Current & Future states of Alumni Engagement Metrics
  • Linkages between Alumni Relations and Development
  • The importance of being strategic

Development & alumni, united in common goals.
Greg Latham
 - Director, Alumni Engagement, University of Alberta
Marie Perron
 - Assistant Dean, Advancement, Faculty of Agricultural, Life and Environmental Sciences, University of Alberta
Ben Chapdelaine
 - Associate Director, Annual Giving, McMaster University
Anne-Marie Middel
 - Associate Director, Alumni Advancement, McMaster University

Two Institutions will share the unique ways they are working together to ensure they maximize each alumni engagement opportunity. Events, metrics, reunions, volunteers; the possibilities are endless