Sessions & Presenters
Daniel Lapointe, President, FOCUSOSBL
Daniel Lapointe, author of the Quebec guidebook on fundraising management - Philanthropic Management: A Practical Fundraising Guide - will share key findings from research and from his decades of experience as a teacher and nonprofit manager in Quebec.
Fannie will draw on her fundraising and consulting success across a range of Quebec nonprofits to share proven approaches and tools to engage the Francophone community.
Louis de Melo, Vice-President, External Relations, University of Ottawa
Attendees will be asked to come with one or two ideas or tips to share: initiatives that are succeeding that might benefit the group. Share successful practices with colleagues who may be struggling with a similar challenge.
Also prepare a couple of items on which you would like to leave with more insight: issues or roadblocks you’re willing to share with the group. Be open to suggestions and advice that may help generate a breakthrough.
All discussions are confidential.
Tarek ElChaarani, Director of Annual Giving & Business Intelligence in University Advancement, McGill University
Do the basics right and results will follow. This session will illustrate that, regardless of institution, certain mistakes can be foreseen and avoided, while adhering to best practices will ultimately lead to success. Additional focus will be on following and leveraging data trends to achieve key institutional objectives.
This session will be presented primarily in English.
Attendees will learn:
- How to better leverage data to reach Annual Giving objectives.
- Similarities in soliciting various communities, regardless of institution.
- The most common mistakes AG teams make and how to overcome them.
The impact of the non-profit sector in Canada – on people and the causes they support, on the economy and on the population – has never been so important. The professionalism of its leaders and the culture of philanthropy they seek to establish in their organizations has attained an intensity never before seen. And the sector’s visibility, including major fundraising initiatives and and new tax credits, has never been so elevated. However, the challenge of the fact that a larger and larger percentage of gifts comes from a shrinking percentage of donors remains as significant as ever.
What does the future hold for us, and how can we best manage the necessary changes? In any case, what is the impact on our francophone donors and what new trends should we take into account?
Join Joanne Villemaire, Senior Vice President at KCI, and Hélène Veronneau, Director of Major and Planned Gifts, University of Montréal, as they present anecdotal examples and qualitative research in painting for development professionals a precise portrait of the current philanthropic context and trends to consider in creating our fundraising strategies.
Louis de Melo has held the position of Vice-President, External Relations, at the University of Ottawa since July 2009. He is a Chartered Professional Accountant (CPA) and a proud alumnus of the University of Ottawa Telfer School of Management (B. Com., 1994’).
Louis acquired extensive expertise in the areas of development and fundraising over the course of his 20-year career, having held senior positions within a number of well-known organizations in the National Capital Region. He served as Executive Director of Advancement Services at Ashbury College, where he led the institution's largest fundraising effort to date; and as Executive Vice-President, Corporate Social Responsibility/Resource Development, and CEO of the Government of Canada Charitable Workplace Campaign at United Way/Centraide Ottawa.
He has served on the Board of Directors of diverse organizations, including the Association of Fundraising Professionals, and most recently, the Canadian Council for the Advancement of Education (CCAE), where he hopes to help position CCAE as the reference source for fundraising professionals in Canada.
Tarek ElChaarani is the Director of Annual Giving & Business Intelligence in University Advancement at McGill, a newly created position he assumed in August 2016. Tarek is responsible for strategic conception and day-to-day management of McGill's Annual Giving program, as well as the development, implementation and oversight of a comprehensive analytics and performance-management program to support units within University Advancement.
Tarek began his advancement career at McGill as a student caller before becoming Phonathon Manager. He was promoted to Development Officer and then named Associate Director, Business Intelligence. In February 2015, he left McGill to become Director, Annual Giving at the Université de Montréal. There, he managed all web, mail and phone fundraising activities, acquiring over 2,600 first-time donors in his first year and nearly doubling philanthropic revenues through the Phonathon.
Tarek ElChaarani is a two-time alumnus of McGill, with a BSc '07 and a Diploma in Management ’12. He obtained his MBA '16 from the JMSB at Concordia University.
Daniel Lapointe, President of NFPOFOCUS, helps improve the governance practices, fundraising strategies and overall organizational performance of charities, foundations, professional associations, trade associations and other Not-for-Profit Organizations.
Through his commitment as a manager, volunteer and consultant with organizations, his teaching on philanthropic management at the University of Montréal, as well as authoring a practical guide for fundraising published in 2013 and a guide on NFPO governance published in 2016, Daniel Lapointe has contributed to progress in the not-for-profit sector since the 1980’s in both Quebec and the rest of Canada.
In another life, Fannie studied communications and received her DESS post-graduate degree in management from HEC Montréal before going on to specialize in philanthropy. She became a pro in organizing events and major campaigns for such organizations as the Multiple Sclerosis Society of Canada and the Université de Montréal Faculty of Medicine, after which she was named Donations and Sponsorships Director at Saputo. Finally, after a stint as Executive Director at Breakfast Club Canada, she joined Atypic in 2012.
Fannie is a true “mother without borders,” and when she gives her time to causes outside working hours it’s usually to promote education or access to adoption. When she’s not consulting with a client, kicking off a campaign or attending a Board of Directors meeting, you can find her with her family or on a yoga mat practising her “downward dog” or “sun salutation” poses in the hope of becoming the best yoga teacher in town. She already gets top marks from everyone here at Atypic, where it’s been a lot more zen since she began giving yoga courses every Wednesday at noon.
With over 30 years of experience in the not-for-profit sector, Joanne Villemaire has an impressive record in the field. As Senior Vice President and Partner at KCI, Joanne leads both the Montreal and Ottawa offices and oversees KCI’s work with francophone and bilingual clients across the country.
Her main area of activity at KCI is to provide high-level strategic counsel to organizations in a development mode, supporting them through specialized services such as strategic planning, assessments and the development of integrated fundraising and communications plans, and organizational development, including the mentoring of senior development professionals and their teams. Over the years, Joanne has developed extensive experience within the education and healthcare sectors and in working with a number of national organizations on more complex assignments.
Joanne started her career within the United Way/Centraide Movement, then moved to the university sector. She has now been at KCI for over 20 years. She recently completed a six-year term on the Board of Directors for the Community Foundation of Ottawa, where she was Secretary and a volunteer on the Governance Committee. She has also been presented with the 2013 Executive of the Year award by AFP Ottawa.