2017 CCAE National Conference Presenter Profiles

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

 

 

Semere-ab Abiyo, CPA, CGA, Director of Alumni and Donor Services at the University of Toronto

Session: Anonymous Donors

Semere-ab Abiyo has served as Director of Alumni and Donor Services at the University of Toronto for 5 years and has 10+ years of experience in advancement services. Semere-ab is thoroughly versed in CASE guidelines, Generally Accepted Accounting Principles, and the Income Tax Act. Semere-ab closely oversees the administration of anonymous donors and has led the conversion of anonymous records into U of T’s new Blackbaud CRM system.

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Celeste Bannon Waterman – Senior Vice President, Research & Analytics, KCI

Session: Trends in advancement talent development

Moving beyond traditional research methodology, Celeste specializes in using analytics to assist clients in understanding data to drive strategy and action. In her seven years with KCI she has worked with clients in diverse sectors on data analytics, trends analysis, benchmarking and customized prospect research projects to provide quantitative and qualitative insights for fundraising strategy. She also leads KCI’s compensation benchmarking practice, providing current market analysis to clients to inform their retention and recruitment strategies.

Prior to joining KCI, Celeste served as the Executive Director, Advancement Services at the University of Guelph.

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Tad Brown, Counsel, Business Affairs and Advancement, University of Toronto

Session: Putting pen to paper: The practical side of gift acceptance

Tad Brown provides legal, business and strategic advice to the University of Toronto. He is responsible for Corporate and Foundation Relations and the Office of Gift Planning within the Division of University Advancement. Tad also serves as Vice-President, UofT Hong Kong Foundation as well as Secretary, Associates of the University of Toronto Inc.

Prior to joining U of T, Tad practiced Corporate, Tax, Trusts and Estates law at the Toronto law firm McMillan. He is a member of the Canadian Bar Association, the Canadian Corporate Counsel Association, and the Association of Fundraising Professionals. He also served as Chair of the Board of Directors of the Multiple Sclerosis Society of Canada, Ontario Division; Chair of the National Government Relations Committee of the Association of Fundraising Professionals; a member of the Minister of National Revenue’s Charities Advisory Committee; a member of the Executive Committee of the Ontario Bar Association, Charity and Not-For-Profit Law Section; and a Director of the Association of Fundraising Professionals Canada Council.

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Adam Bishop, Senior Programs Officer, Lakefield College School Foundation

Session: Strength In numbers: A case study in alumni donor participation 

Adam, a graduate of the Class of 2004, joined the LCS Foundation team in 2013 and has been primarily responsible for the development and implementation of the Hepburn Alumni Challenge. He also represents Foundation interests at alumni events and develops strategic programs to suit the evolving needs of the LCS community.

Founded in 1879, Lakefield College School is a leader among Canada’s independent boarding and day schools and prides itself on its reputation for innovative teaching and academic excellence. The LCS Foundation supports the mission of the school and is currently nearing the mid-point of a of a ten year $100M campaign.

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Lisa Bullock, Research Officer, Department of University Advancement, Carleton University

Session: Wiki wisdom: Using a wiki to build a high-impact advancement shop

Lisa has nearly a decade of experience in the post-secondary advancement sector as well as several years in university research administration, where she was responsible for the preparation and submission of faculty prizes and awards applications. Lisa holds a BA from the University of Windsor and an MA from the University of Southampton. She has served as a CCAE Prix d’Excellence judge, is currently a mentor with APRA Canada and is pursuing a second MA in History. She is presently spearheading, along with two colleagues, a department-wide overhaul and redesign of Advancement’s wiki.

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Kathy Butler, Director, Advancement & Alumni; Executive Director, Okanagan College Foundation

Session: Parallel Foundations: Fundraising friends, not foes

Based in Kelowna, BC, Kathy has overall responsibility for fundraising and alumni relations at Okanagan College and has 35 years of experience in managing foundations. Kathy is a former board member of CCAE and in 2016, she attained her Master of Arts degree in Philanthropy & Development at Saint Mary's University in Minnesota.

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Cynthia Breen, Alumni Officer, Digital Initiatives, University of Waterloo

Session: Using data to drive communications: Strategic communications for donation success - A case study from the University of Waterloo

Cynthia Breen has worked in digital communications at the University of Waterloo for 5 years. She recently completed her Master’s degree research in McMaster’s Communications Management program, focusing on Advancement Communications; specifically on the power of data and analytics in communications strategy.

Cynthia is also an adjunct professor in a variety of Public Relations and Communications programs, including Conestoga College, The University of Guelph-Humber and McMaster University.

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Trish Chant-Sehl, Director, Administration for University Advancement at McMaster University

Session: Retaining & developing your people...your most important asset - 

Trish is a member of UA’s senior management team. A proud McMaster graduate, Trish spent the first 14 years of her career working in national and international amateur sport where she honed her skills in relationship building, change management and volunteer management. Trish returned to McMaster in 2011 to assume her current role, a portfolio that includes human resources, strategic projects, financial management, strategic planning and performance measurement for University Advancement, as well as overseeing the operations of the Vice-President’s office. She helps to lead the human resource programs for University Advancement with a focus on recruiting, developing and keeping the best people.

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Patrick Charette, Director of Institutional Communications, University of Ottawa

Session: Social media engagement in a crisis situation - case study

Patrick is a seasoned communicator who has been involved in several crisis situations throughout his career in both post-secondary environments and the public sector, especially with federal departments of Transport and Justice. He brings years of experience in strategic communications as well as being lead spokesperson at a national level.

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Melissa Cheater, Digital Content Manager, Western University

Session: Play the ponies: mascots, puppies & people for the social media win at #WesternU 

From helping cities rethink youth services and working with Canada’s best minds to understand online identity, plus showing universities how to reconnect – Melissa Cheater has been building and studying community longer than Shonda has been breaking Grey’s Anatomy hearts.

Melissa studied Media and Public Interest at Western University, has worked across non-profit, government and private sectors, and throughout her career has broken new ground in digital strategy (featured in publications such as Maclean’s and The Globe & Mail), helping institutions negotiate the digital shift in communications.

Melissa is digital strategist specializing in post-secondary education and social network theory, founder of the #PSEWEB conference, and a member of the Department of Communications & Public Affairs at Western University.

Melissa maintains an independent blog at www.melissamae.ca and can be reached via Twitter (@mmbc) or LinkedIn (www.linkedin.com/in/melissacheater).

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Jeff Chuchman, Associate Director, Advancement Services, McMaster University

Session: Improving productivity and customer service in advancement services

Jeff Chuchman is an inclusive and engaged leader in progressive advancement services operations, human resources reporting, financial analysis, HRIS implementations and organizational development. Jeff is recognized as a collaborative relationship builder emphasizing effective community engagement. He is effective in the development of operational management and project development; a team builder who values the input of all colleagues, motivating group-based decisions. Jeff supports the development of strategic plans for all of Advancement Services.

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Meghan Cocurullo, Digital Engagement Officer, Department of Alumni Relations and Development, Western

Session: Kind Mail: Four days, big gains

Having worked at Western University for 12 years, Meghan started her career in Alumni Relations with a focus on student and young alumni engagement. Last year, Meghan shifted to the position of Digital Engagement Officer, Alumni Relations, where she has developed and implemented campaigns and initiatives with a focus on peer-to-peer engagements.

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Dave Dawson, Public Relations Coordinator, McMaster University

Session: Enhanced donor experience & institutional accountability through cross-team collaboration and use of technology

Dave joined the McMaster University alumni team in 2013 as a new-media intern. Upon graduating from the multimedia program at Mac, he took over the role of public relations coordinator in the alumni office. On any given day you will find Dave doing web and e-mail design, or occasionally creating graphics of cartoon birds. Before coming to McMaster University, Dave could be found in the forests of southern Ontario, rebuilding the online presence for one of Ontario's leading maple syrup producers.

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Cindy Demontigny, Alumni Relations Officer, University of Ottawa

Session: Building long-term relationships with future and young alumni: The uO2.0 Program

A proud University of Ottawa alumna, Cindy Demontigny (MA ’13) is the Alumni Relations Officer responsible for the uO2.0 program. Cindy has over 10 years of experience in communication and marketing, program development and project management. She is presently completing an MBA at the Telfer School of Management.

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Michelle Donovan, Media Relations Manager, McMaster University

Session: Staking your claim in a shrinking media landscape

Michelle Donovan, Media Relations Manager at McMaster University, has worked in communications for nearly ten years. Before joining the university, Michelle was a broadcast journalist, spending more than 15 years at CTV as a writer, line-up editor and producer. She was a founding member of the editorial team that launched Canada’s first specialty business channel ROBTv, now BNN.

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Dr. Jun Du, Data Modelling and Analytics Analyst (Advancement Operations), Western University

Session: Enhancing data: Creating a three-tier model

Dr. Jun Du has been with Western’s Information Management team for over 4 years. Jun is a graduate of Western, achieving his Ph.D. in Computer Science (AI&CSG) in 2012. The analyst’s primary areas of responsibility include prospect affinity and capacity ratings, data mining, analysis using advanced tools and databases, and interpretation and synthesizing of information to support the strategic decision making of External staff.

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Mia Fatrdla, Senior Manager of Marketing & Communications, Sheridan Student Union, Sheridan College

Session: Dare to care

In just under two years with Sheridan, Mia has led a successful rebrand and implemented new marketing and content strategies for the SSU. Together with her marketing and design teams, she manages and coordinates communications for all three campus locations. With a passion for the student voice, Mia strives to showcase the achievements and creativity of Sheridan students through authentic and relatable communications.

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Richard Fisher, Chief Communications Officer, Development & Alumni Engagement, University of British Columbia

Session: Behind the evolution: What we wished we had known and what we learned along the way

Richard Fisher has 25 years of marketing experience in London, New York, Toronto and Vancouver, working at agencies with clients as diverse as KFC, Mooosehead, Hasbro and Shoppers. Richard also spent seven years as York University’s first Chief Marketing Officer.

Richard is UBC’s first Chief Communications Officer, Development & Alumni Engagement. In September 2015, UBC closed the most ambitious fundraising and alumni engagement campaign in Canadian history – start an evolution – having raised $1.6 billion and engaged 130,000 alumni. He also successfully led the university’s Centennial year which finished in 2016.

He has a B.A. in French and Spanish from Exeter University, UK.

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Tara George, Senior Vice President, Executive Search Practice, KCI 

Session: Trends in advancement talent development

Tara has led more than 300 searches during her 10 years with KCI. She has been involved in recruiting at a variety of levels, from Vice Presidents through to Officers, for fundraising, alumni relations, marketing /communications, and advancement services. Tara has worked with many universities, colleges, and independent schools across Canada, as well as a wide variety of other not-for-profit organizations.

Beyond her executive search work, Tara also focuses on organizational development issues, helping clients to define their staffing needs, organizational structure, and recruitment, retention and succession strategies.

Tara holds an MBA from McMaster University, a Bachelor of Education from University of Toronto, and a Bachelor of Science from Guelph.  

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Sonya Gilks, Communications, University of New Brunswick

Session: Daring to care: Getting it done right to prevent and address sexual assault on campus

Sonya joined UNB in 2014 where she led the planning and execution of the Saint John Campus’s 50th Anniversary. She was then appointed Associate Director of Communications; Acting Director of Communications and Marketing, where she co-led the reorganization of the department into two separate offices. She was most recently appointed to the role of Director of Communications.

Sonya has more than 15 years of combined professional experience in corporate, government and post-secondary communications, including at New Brunswick Community College, Communications New Brunswick, the Office of Official Opposition, and Canada Post.

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Hillary Gosselin, Managing Director, Development – Constituency-Based Fundraising, University of British Columbia

Session: Behind the evolution: What we wished we had known and what we learned along the way

Hillary has close to 20 years of successful major gift fundraising and management experience at UBC. Constituency-based fundraising includes 15 units across two campuses as well as Annual Giving. Hillary has brought cohesion and collaboration to one of the top two development programs in Canada, with an annual fundraising goal of $200 million per year. In 2015/16, results included: • $181,672,520 raised • 21,050 gifts from 16,923 donors • 34 gifts of $1 million • More than 1,114 gifts of $25,000 • A further $34.2 million in future estate gifts (not counted in funds raised total) • $3.8 million from faculty, and staff donors.

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Raj Grainger, Art Director, U of T Medicine

Session: Advocating for Our Readers

Raj is a graphic designer who lives and works in Toronto. He studied conceptual art and media design at the Ontario College of Art and Design. Raj now focuses primarily on print- and identity-based projects. His work has won numerous awards.

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Matthew Grant, Director of Media Relations, University of Waterloo

Session: Stewardship in a changing world - A panel discussion on the evolution of stewarding gifts and managing donor relationships

Matthew Grant has worked in communications and in media for over 12 years.

Prior to his current role as the University of Waterloo’s Director of Media Relations, Matthew served as Associate Director of Public Affairs for the University of British Columbia, Press Secretary for Alberta’s Minister of Health, and Communications Director for the Premier of Yukon.

Matthew holds a B.A. from Western University and a Master of Journalism from the University of Queensland.

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Marco Greco, Senior Programmer, Advancement Services, McMaster University

Session: Improving productivity and customer service in advancement services

Marco first joined University Advancement at McMaster University in 1998. He attend the Quality Service course presented by the Disney Institute, to assist with the shift of focusing on Customer Service in an IT setting. 

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Wade Hemsworth, Media Relations Manager, Office of Communications and Public Affairs, McMaster University

Session: Putting pen to paper: The practical side of gift acceptance

Wade has worked in McMaster’s Office of Communications and Public Affairs since 2011. Prior to that, he spent nearly 25 years as a reporter and editor at The Hamilton Spectator. Wade is the author of three non-fiction books, and sits on the Boards of Directors of  the Bay Area Restoration Council and the Hamilton Gallery of Distinction.

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Kate Holt, Senior Stewardship Officer, University of Alberta

Session: Enhanced endowment fund reporting: Adding faces to the financials

Kate Holt has been working in the not-profit sector for many years, initially focusing on arts and culture in the Kitchener-Waterloo region. She joined the Office of Advancement at the University of Alberta (her alma mater) in 2006, and has been working in Donor Relations ever since. As Senior Stewardship Officer she has developed numerous reporting formats with communications colleagues, and enjoys collaborating with faculties across campus on all things stewardship. Her current focus is on developing stewardship initiatives for the university’s top donors.

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Jodeen Litwin, Stewardship Officer, University of Alberta

Session: Enhanced endowment fund reporting: Adding faces to the financials

Jodeen Litwin has more than 16 years of experience working in Alumni Relations and Advancement at the University of Alberta. Currently, she stewards donors who support scholarships, awards, and bursaries. With a focus on meaningful recognition, she has developed award-winning programs to build engagement and strengthen relationships between key stakeholders and the University of Alberta.

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Aisling Lynch, Prospect Research Officer, Advancement, McGill University

Session: Multi-generational strategies

Aisling is responsible for research in support of the Primary Gifts program. She joined McGill in 2014, and previously worked in banking in Ireland for 10 years.

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Vicki MacCrimmon, Director, Donor Relations, University of Toronto

Session: Stewardship in a Changing World - A panel discussion on the evolution of stewarding gifts and managing donor relationships

Vicki has almost 20 years of experience in advancement and donor relations, including over a decade in the post-secondary advancement sector.  She currently leads a team of donor relations professionals, in close collaboration with divisional colleagues, responsible for developing, monitoring and implementing stewardship programs for principal gift and top-level donors.

Prior to this role, Vicki was the Director of Advancement and Alumni Relations at the Lawrence S. Bloomberg Faculty of Nursing, University of Toronto.

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Sylvie Makhzoum, Vice-President, Data, Analytics and Insights, TD Insurance

Session: Big Data = Big Opportunity?

Sylvie holds a Master’s degree in Statistics from Université de Montréal. She joined TD Insurance in 2000 and has held progressively more senior roles in Data Analytics and Insights. With her team of approximately 100 professionals, Sylvie is responsible for the Analytics and Insights Center of Excellence for TD Insurance. This department gives the right data to the right people to generate meaningful and relevant metrics and create strong predictive analytics capabilities. She is also responsible for TD Insurance data governance and is the owner of the TD Insurance Database Warehouse. In this role she assesses project prioritization as it impacts the warehouse and defines business needs. She is also responsible for the Business Intelligence Competency Center, a cross-functional team that supports and promotes the effective use of business intelligence and information across the organization.

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Drew Martin, Director of Technology Services (External), Western University

Sessions:

Drew Martin has over 17 years of leadership experience in Advancement Services at Western, including the roles of Manager - Information Systems and Associate Director of Advancement Services. In 2011, Drew was named as the Director of Technology Services (External) at Western University.

Working with a team of 10, his portfolio includes the Information Management team, the Online/web Engagement team, Data Analytics/Metrics and Technology Support.

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Margaret H. Mason, Partner, Norton Rose Fulbright Canada LLP / S.E.N.C.R.L., s.r.l

Session: Parallel Foundations: Fundraising friends, not foes

Margaret is a partner with Vancouver law firm Bull Housser, and provides counsel to a wide range of not-for-profit organizations and charities. She has over 30 years of experience working with the voluntary sector and is a frequent writer and speaker, both nationally and regionally. Her practice spans a broad range of issues that affect charities and not-for-profits, including tax-exempt status, governance, international programs and social enterprise. 

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Rachel Meehan, Director, Alumni Relations, Laurentian University

Session: One million hours of volunteerism

Under Rachel’s leadership, Laurentian has launched a new graduate handbook, refreshed the alumni magazine, attracted the highest number of applicants to the LUAA’s Board of Directors, rolled out an alumni “Perks” program, assisted with the creation of the 2016-2019 LUAA Strategic Plan, increased event attendance, executed an engagement survey, and carried out an alumni reconnect campaign. Rachel is fluent in both English and French, has a BA from Concordia University, a certificate in Event and Meeting Management from George Brown College and an MA (Leadership) from the University of Guelph. 

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Barbara Miles, Vice-President, Development and Alumni Engagement University of British Columbia

Session: Behind the evolution: What we wished we had known and what we learned along the way

Barbara Miles was appointed Vice President, Development and Alumni Engagement in January 2008. She is responsible for leading one of the most innovative and integrated development and alumni engagement portfolios in North America.

In the fall of 2015, the university successfully completed start an evolution: the most ambitious $1.5 billion fundraising and alumni engagement campaign in Canadian history. The campaign raised $1.624 billion and engaged 130,000 alumni over the life of the seven-year campaign, exceeding both its targets on time and on budget. For more information visit startanevolution.ca <http://www.startanevolution.ca/>

Prior to joining UBC, Barbara was the Associate Vice-President for Development and campaign co-director at the University of Florida Foundation, where she supervised the fundraising programs for the Colleges of Business, Engineering, Law, Liberal Arts and Sciences and for the foundation’s two regional offices. In addition, she shared responsibility for planning and implementing UF’s $1.5 billion campaign (2005-2012).

Before joining the University of Florida, Barbara was senior fundraiser for the Florida Philharmonic and worked in senior fundraising, marketing and public relations positions for the New World Symphony (Miami) and the Florida Grand Opera. Prior to that, she was a high school teacher of Music and French in England and in the Bahamas.

Barbara Miles is the District VIII Trustee on the Council for the Advancement and Support of Education (CASE) Board of Trustees, elected in 2015 for a period of three years She earned a B.A. in Music from the University of Southampton, UK, and a Post-Graduate Certificate of Education from the University of London, Goldsmith’s College.

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Mila Miller, Executive Director, Strategic Planning and Advancement Organizational Development, University of Toronto

Session: Retaining & developing your people...your most important asset

Mila supports the overall leadership of University Advancement in the development and communication of strategic plans and initiatives. She leads advancement strategic planning, project management for key initiatives and targets, the operations of the Vice-President, Advancement’s office related to fulfilling advancement goals, and the organizational and professional development needs of the advancement community. Previously, Mila was instrumental in the development and introduction of a best-practice prospect management program at the University of Toronto. Mila is a graduate of Queen’s University with over 20 years of experience in fundraising, having started her career as a front-line fundraiser for the National Ballet of Canada and the Canadian Opera Company.

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Jason Moreton, Associate Vice-President, Alumni Advancement, University of Guelph

Session: Advancement as a Profession – a lifelong dream comes true. What?!

As Associate Vice-President, Alumni Advancement at the University of Guelph, Jason Moreton oversees alumni outreach activities, annual fund programming, communications, IT, affinity partnerships and the University of Guelph Alumni Association Board of Directors.

Jason is fortunate to have found an institution that has kept him around since 2005. He joined Alumni Affairs & Development at the University of Guelph at that time and was tasked with creating opportunities for recent graduates to grow as professionals in their fields and to stay connected with their alma mater. He took on the role of Director, Alumni Affairs in 2006. This role was expanded in 2009 to include oversight of the Annual Fund. In 2012, Jason was appointed Associate Vice-President with a key focus to help “bring home” the University’s $200-million fundraising campaign.

Before joining the University of Guelph, Jason worked as a Development Officer for St. Joseph’s Healthcare Hamilton, was a Campaign Manager for a Toronto municipal campaign, and conducted research for the Canadian Centre for Philanthropy, now Imagine Canada. Jason is a proud graduate of both the University of Guelph and Wilfrid Laurier University.

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Gillian Morrison, Assistant Vice President, Divisional Relations and Campaigns, University of Toronto

Session: Trends in advancement talent development

Reporting to the Vice-President, Advancement, Gillian provides leadership, strategic direction, and priority setting to the development and implementation of the University’s institutional cam-paign and divisional campaigns, helping to grow fundraising performance, build organizational capacity, and instill best fundraising practices across the University’s multiple divisions and campuses.

Gillian oversees a number of key advancement portfolios, including Divisional Relations & Major Gifts, Prospect Management, Advancement Research, Campaign Planning, Stewardship, Busi-ness Intelligence & Analytics, and Annual & Leadership Giving.

A senior fundraising executive, Gillian brings extensive experience in campaign development, campaign consulting, strategic planning and prospect development. Prior to joining the University of Toronto in 2009, she served as a Vice President with a national consulting firm, providing fundraising counsel to a broad range of universities across Canada.

Gillian holds a B.A., Hons and a Master of Public Administration from Queen’s University. She serves on the board of the Canadian Council for the Advancement of Education, and has held board positions and volunteered in her community throughout her career.

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Lori Moulden, Senior Development Officer, Annual Giving, McMaster University

Session: Content that delights

Lori landed a full-time gig coordinating the student and young alumni program at her alma mater following graduation. Little did she know this opportunity would expose a passion for higher ed and the non-profit sector. In her 11 years at Mac, she has served with the alumni advancement, major and planned giving, and annual giving teams. In her current role with the Annual Giving team Lori is focused on soliciting and stewarding McMaster’s most generous and loyal leadership donors.

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Marcellin Mutoni, Social Media Specialist, University of Ottawa

Session: Social media engagement in a crisis situation - case study

Marcellin Mutoni is an expert in strategic planning and social media engagement.

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Paul Nazareth, Vice President of Community Engagement, CanadaHelps

Session: Gift Planning Fundamentals: A CCAE – CAGP Partnered Workshop

Paul’s team works directly with charities as they fundraise, donors as they give and advisors as they facilitate client philanthropy. Paul has been a philanthropic advisor with the Scotiabank Group and spent over a decade with charities including the University of Toronto and the Catholic Church of Greater Toronto. He teaches a national online Planned Giving course with the postgraduate fundraising program at Georgian College, is Chair of the Advisory Committee at the Humber College postgraduate fundraising program, an instructor with the Canadian Association of Gift Planners and speaks across Canada on charitable giving.

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Dennis Nilsson, Associate Vice-President, Head of Advanced Analytics, TD insurance

Session: Big Data = Big Opportunity?

Dennis is a senior management professional with international experience in insurance, pricing, predictive analytics and machine learning in sectors of insurance, finance and universities. He offers expertise in directing regional operations, managing portfolios, and developing departments to maximize efficiency, growth and profitability.

Dennis holds an M.Sc. - Mathematics and Economy from the University of Copenhagen, Denmark and a Ph.D. - Mathematics from Aalborg University, Denmark.

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Darren Nodrick, Annual Giving & Communications Officer, University of Winnipeg Foundation

Session: Crowdfunding in a post-secondary setting

Darren is a UWinnipeg Business and Administration grad with a focus on Marketing who has been working at the Foundation for over four years. He oversees the online giving program, the majority of the Foundation’s communications - both online and hard copy, such as direct mail - and the UWinnipeg Magazine. He also helped establish and still manages the student calling program.

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Erin O'Neil, Alumni Officer, Digital Engagement, McMaster University

Session: Content that delights

Erin O’Neil started working at McMaster University in development communications. In 2011 she took a position in the alumni office and developed the Mac10 events program for young alumni, which expanded to include a specific Mac10Giving campaign in 2013. Since early 2015, she has shifted roles to manage the digital communications strategy for the alumni and annual fund teams, focusing on meaningful engagement through analytics.

Erin is a graduate of McMaster's Arts & Science Program and recently completed her Master’s in Philanthropy and Nonprofit Leadership at Carleton University.

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Mark Patel, Systems Coordinator, Advancement Services, McMaster University

Session: Improving productivity and customer service in advancement services

Mark has been working at McMaster University since 2004. He worked on the Remit project to set up PC security, and developed the gift upload program from Remit to Advance Web. 

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Jay Robb Director of Communications, Mohawk College

Session: Staking your claim in a shrinking media landscape

Jay is responsible for media relations, speechwriting and executive communications at Mohawk. Prior to joining Mohawk in 2005, Jay worked at Dofasco, Hamilton Health Sciences, Chedoke-McMaster Hospitals and the Ontario Federation of Anglers and Hunters. Jay has reviewed business books for The Hamilton Spectator since 1999, and is the co-organizer of a free media-relations summer camp for nonprofits and community groups.

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  Kristy Rousseau, CFRE, Director of Development, Laurentian

Session: Evolving leadership - Top 10 things (I think) you need to know about leadership today

Prior to joining Laurentian in 2011, Kristy fundraised for Sudbury’s regional hospital. Kristy has an undergraduate degree in Management Economics from the University of Guelph, attended the University of Economics, Prague and earned a Master of Business Administration from Laurentian University. She recently completed an intensive one-year leadership program as a fellow of the Northern Leadership Program.

Kristy is a self-described travel addict who enjoys great food, good coffee, and an occasional adrenaline rush. She is active on social media and can be found tweeting from @kristyrousseau.

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Claudia Russell, Senior Development Officer, McMaster University

Session: Enhanced donor experience & institutional accountability through cross-team collaboration and use of technology

Claudia has been working in both the areas of Development and Donor Relations for almost 20 years. Her current role focuses primarily on McMaster’s accountability to its top donors. She has additional expertise in gift documentation, endowments, matching programs and donor reporting.

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Phil Sach, Advancement Writing Specialist, York University

Session: Write your own story: Encouraging stakeholders to join the campaign conversation

Phil is an established communications, marketing and public relations professional with experience engaging stakeholders, telling stories and driving results across a number of specialty areas, including higher education, fundraising, travel and digital communications. In his role as Advancement Writing Specialist with York University he supports communications and marketing efforts for Impact: The Campaign for York University, a $500 million fundraising and alumni engagement campaign.

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Mark Savenkoff, Director, Alumni & Donor Relations, Carleton University

Session: Stewardship in a changing world - A panel discussion on the evolution of stewarding gifts and managing donor relationships

Mark Savenkoff has over 12 years of leadership experience in post-secondary education, including roles in advancement and student affairs at the University of Saskatchewan and Carleton University.

Working with a team of 18, his portfolio includes management of alumni engagement, the Carleton University Alumni Association, and donor stewardship. Mark also oversees community engagement, including the university’s 75th anniversary events committee which will host over 150 initiatives in 2017.

In 2009, Mark was named Director of Alumni & Donor Relations at Carleton University and in 2016 he was recognized as an Ottawa Top Forty Under 40 recipient.

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Fritz W. Schroeder, Vice-President for Development and Alumni Relations, The Johns Hopkins University

Session: Embrace the challenges of transformational gifts and partners 

Fritz Schroeder became Vice-President for Development and Alumni Relations at The Johns Hopkins University in October 2012 after 17 years in progressively senior management roles at the university.

He provides leadership and oversight for the entire fundraising and alumni efforts of the University and Johns Hopkins Medicine, and serves as the institution’s chief fundraising officer. He is responsible for planning and executing the university’s current comprehensive campaign, Rising to the Challenge, which is $3.25 billion of the way towards a $5.0 billion goal.

Schroeder joined Johns Hopkins in 1996 as Director of Annual Giving and became Executive Director of Development and Alumni Relations in 2000. He was responsible both for alumni outreach and annual giving programs, serving as the Executive Director of the Alumni Association.

In 2004, Schroeder became Associate Vice-President for Development and Alumni Relations, promoted to Senior Associate Vice-President in 2006. He shared responsibility with deans and directors for the university’s decentralized fund-raising operations in the schools and other units and took the lead on strategic planning, trustee stewardship and prospect strategy development.

Schroeder joined Johns Hopkins from the University of Maryland at College Park, where he had served since 1989 in a number of roles, including Director of Annual Giving from 1993 to 1996.

Schroeder is a 1989 graduate of James Madison University. He earned an MBA from the University of Maryland at College Park in 1994.

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Chrystal Shafiee, Advancement Services Clerk, Office of University Advancement, McMaster University

Session: Improving productivity and customer service in advancement services -

Chrystal has held the position of Advancement Services Clerk at McMaster since 2013. She has worked with various not-for-profit arts organizations and universities, including Mount St. Vincent and Acadia.

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Sunand Sharma, Manager of Student Rights and Responsibilities, Sheridan College

Session: Daring to care: Getting it done right to prevent and address sexual assault on campus

Sunand is dedicated to improving the lives of students and takes an active role in influencing change at both policy and individual levels. Over the past few years he has worked with Sheridan’s task force dedicated to the Prevention of Sexual Assault and Sexual Violence; specifically with student leaders regarding consent programming, resources for survivors, delivering Bringing in the Bystander training and the Dare to Care campaign,s which challenges community members to take action against sexual and relationship violence.

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Upasna Sharma, Digital Analyst, York University

Session: Write your own story: Encouraging stakeholders to join the campaign conversation

Upasna is a social entrepreneur whose mission is to build strong, engaged communities for brands across both traditional and online platforms. Her experience includes consulting for both tech start-ups and nonprofit organizations across Canada and the United States. With a strong foundation in traditional marketing and an innovative, wholesome approach to digital marketing, her broad experience contributes to the third-largest university in Canada with all traditional and digital communications of York’s $500 million fundraising campaign. Early in her career, Upasna has garnered broad experience in creating impact for companies both large and small.

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Heidi Singer, Editor, U of T Medicine

Session: Advocating for Our Readers

Heidi spent a decade as a newspaper reporter in New York, winning several awards for writing and reporting. She served as Director of Publications and Design at The New York Public Library before returning to Canada and joining U of T.

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Janice L. St-Denis, CFRE, Project Team Leader, University Advancement, McMaster University

Session: Let's talk about death (and fundraising), baby

Janice is a passionate fundraiser with almost 15 years of experience working in major gift fundraising and gift planning. Janice has worked with The Arthritis Society, Médecins Sans Frontières (MSF) and is currently a senior fundraiser at McMaster University. Follow her on twitter (@jlstdenis) or connect via e-mail at This email address is being protected from spambots. You need JavaScript enabled to view it..

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Veronica Stoiber, Director, Donor Relations and Stewardship, Western University

Session: Stewardship in a changing world - A panel discussion on the evolution of stewarding gifts and managing donor relationships

Veronica oversees the areas of financial and Impact reporting, donor correspondence, acknowledgment and recognition, donor agreements and student awards. Prior to her current position, she spent over 7 years at United Way London & Middlesex as Associate Director, Major Gifts, where she also served as Associate Director of Individual Giving and Manager, Special Events.

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Christine Szustaczek (MCM, APR), Director of Corporate Communications & External Relations, Sheridan College

Session: Daring to care: Getting it done right to prevent and address sexual assault on campus

Prior to her position at Sheridan, Christine ran her own communications consultancy for ten years, helping colleges, universities, hospitals and social services agencies to communicate their impact. She has also worked as a Communications Director at the University of Toronto. Christine is a board member at CPRS Hamilton and at the Alice and Murray Maitland Charitable Foundation. She’s passionate about research, public relations and higher education.

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Margaret Tannahill-Wade, Prospect Management Officer, Carleton University

Session: Wiki wisdom: Using a wiki to build a high-impact advancement shop

Margaret transformed prospect management at Carleton and spearheaded the 5-year Sharepoint records management project. She holds a BA and the Management Certificate for Women from Carleton, and Records Management certification from University of Toronto. Margaret has presented at CCAE and AASP. She trains and coaches Advancement Staff and is a contributor to the latest APRA Canada Publication: Prospect Research in Canada: An Essential Guide. She is currently the Advancement subject-matter expert on Carleton’s CRM Enterprise Wide project and is pursuing her CFRE certification.

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Sarah Thurlow, Advancement Analyst, McMaster University

Session: Enhanced donor experience & institutional accountability through cross-team collaboration and use of technology

New to Advancement Services, Sarah Thurlow brings to the table 2 years’ experience in Alumni Advancement. Her history with University Advancement at McMaster provides for a truly integrated environment, highlighting the opportunities for collaboration across teams. She is a recent graduate of the Commerce program at McMaster and truly does bleed maroon.

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Jeffrey S. Todd, Executive Director, alumni UBC, and Associate Vice President, Alumni, University of British Columbia

Session: Behind the evolution: What we wished we had known and what we learned along the way

Jeff Todd joined UBC in September 2010 to build the capacity of alumni UBC and lead efforts to establish a strong, sustainable and growing culture of alumni engagement. He served as co-director of UBC’s highly successful start an evolution alumni engagement and fundraising campaign, which concluded in September 2015. This dual-goal campaign was unique in Canada and exceeded expectations by raising $1.624 billion and engaging 130,005 alumni (more than doubling the annual rate of engagement since its launch). One of the campaign’s greatest legacies is the Robert H. Lee Alumni Centre: an iconic, vibrant, and welcoming home for alumni, students and visitors that enjoys a prime location at the heart of UBC’s Vancouver campus. 

Since arriving at UBC, Jeff has worked in collaboration with the professional team and Board of Directors to establish a new best-practice governance structure; introduce the alumni UBC brand; develop an alumni-engagement value proposition and framework; and create and execute the comprehensive Alumni, Forever UBC strategic plan.

Prior to joining UBC, Jeff was Executive Director of the Oregon State University Alumni Association and Director of Alumni Relations (2004-10). In this dual role, he served as chief alumni relations officer for the university while providing leadership and executive management for the alumni association, an independent not-for-profit corporation that promotes the university through services and programming for more than 150,000 alumni and friends. He also served on the university cabinet.

From 2002-04, Jeff was Executive Vice-President at the University of Arizona Alumni Association, and from 1985 to 2001 he was Director of Alumni Relations at his alma mater, the College of Wooster. During his final years at Wooster, Jeff had the additional responsibility of managing the annual fund.

Jeff serves on the Board of Directors and as President of CCAE, as well as having served on the international board of CASE, the CASE Alumni Relations Commission, and the Board of the Council of Alumni Association Executives. He is a frequent speaker at CASE conferences. In 2008, he received a Crystal Apple Teaching Award.

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Gilbert Tordjman, Executive Director of Advancement Services, Office of Advancement and Alumni Relations, Concordia University

Session: Leveraging analytics to drive major gift donations, engagement and loyalty

Prior to his current role Gilbert was Vice-President of Administrative Affairs at the Fonds de la recherche en santé du Québec (FRSQ). From 2004 to 2008, he served as director of finance and administration at the Montreal Children’s Hospital Foundation. Gilbert was also financial management officer at the Lady Davis Institute for Medical Research at the Jewish General Hospital from 1996 to 2004.

Since 2016, Gilbert has been the Chair of CASE District I and Treasurer of Federation CJA, a $40M community-based organization in Montreal.

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Sachelle Violette, Alumni Officer, Communications, Laurentian University

Session: One million hours of volunteerism

Sachelle began her career at Laurentian University as a student recruitment officer. She played a key role in running recruitment events on and off campus, in addition to building relationships with the local guidance community, school administrators, parents and their students. In 2015, she joined the Alumni Relations team as the Alumni Officer, Communications. She has worked on a number of projects and publications, including being the lead on the One Million Hours of Volunteerism strategic plan initiative. Sachelle has a BA in Communication Studies from Laurentian University and has a graduate certificate in Public Relations from Cambrian College. 

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Fred Weiss, President & CEO, iModules Software

Session: A secret weapon for engaging young alumni

Fred is a leader in the higher education advancement community, with more than 20 years experience. He brings significant product strategy, sales, professional services, general management, and leadership skills to his role as President and CEO of iModules. As Senior Vice President at SunGard Higher Education, he oversaw a technology portfolio that included advancement, business intelligence, admissions and recruiting, student retention and success, and several platforms such as portals and mobile. Weiss has also served in a variety of volunteer capacities with CASE, the Council for Advancement and Support of Education.

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Timothy Wowk, Associate Director, Prospect Research, Queen's University

Session: The Research Profile - A Disruptive Approach

Tim oversees the prospect identification and tracking components that support of the Office of Advancement and the broader university. In this capacity, Tim and his team have successfully supported two comprehensive capital campaigns – the “Campaign for Queen’s” and the “Spirit of Initiative” - that have collectively raised over $860 million dollars for capital projects and student aid initiatives.

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Susan Wright, Director of Stewardship & Donor Relations, McMaster University

Sessions:

Susan Wright leads the development of a comprehensive stewardship and donor relations program for McMaster.

Previously, Susan was the Director, Alumni Affairs at the University of Guelph where she was responsible for the overall management of the Alumni Affairs program. Susan has held other positions at McMaster University in the areas of Alumni Advancement and Campaign Donor Relations.

Susan has presented at numerous ADRP, CCAE and CASE conferences on topics including Pro-Active Stewardship; Stewardship: It’s Everyone’s Job; and Principal Donor Stewardship. Susan was a member of the ADRP organizing committee for the first-ever Canadian Workshop and is on the Program Committee for the 2016 ADRP International Conference. She is Co-Chair for the 2017 CCAE National Conference and is a past member of the CCAE Board of Directors.

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Raji Zreik, Analytics Team Lead, Office of Advancement and Alumni Relations, Concordia University

Session: Leveraging analytics to drive major gift donations, engagement and loyalty

Raji has been working in fundraising for higher education for 12 years, starting as a student caller in the Annual Fund program. He then worked in records management, prospect research and more recently, in analytics. Raji holds a Master’s Degree in International Relations and Economics.

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National Partners

MBNA TD

2017 CCAE National Conference Sponsors

 

Platinum

Manulife  Tempo Framing

Gold

Canada Life 
 

Silver

 

iModules
 
The Offord Group Tourism Hamilton

Bronze


 BAS

 
 envoke logo large
 Global Philanthropic    

 
     

 

 

 

 

 

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