2017 CCAE Independent Schools Summit

Presenting Sponsor:
Gold Sponsors:

January 26-27, 2017

Radisson Admiral Hotel Toronto Harbourfront

Registration: CCAE Members - $349
Non-members - $399

The 2017 CCAE Independent Schools Summit will explore issues at the core of today’s Canadian independent school advancement. Top, experienced presenters and robust discussions will shine light on tried and tested, as well as innovative and new practices.

Many thanks to the 2017 CCAE Independent School Summit Program Committee for putting together a variety of dynamic sessions to provide attendees with multiple viewpoints and robust insight on a wide variety of topics.

This Summit has been approved for 6 CFRE Points

Attendee List


Time Session and Presenter

Thursday, January 26, 2017

8:00-8:30 a.m.


8:30-9:30 a.m.

Networking - Facilitated table talk by discipline

9:30-10:30 a.m.

Plenary Session: Three Ways to Engage Alumni & Set the Foundation for Optimal Philanthropy - Maeve Strathy

10:30-10:45 a.m. Networking Break
10:45 a.m.-11:45 p.m.

Breakout Sessions (2)

  1. Optimizing Raiser’s Edge - Laura Marziali, The Bishop Strachan School
  2. Fundraising in and from China: Success Tips - Laura Edwards, Executive Director, Advancement, York House School
11:45-1:00 p.m. Lunch - Sponsored by Global Philanthropic
1:00-2:30 p.m.

Plenary Session: Key Engagement and Fundraising Challenges by School Type
Moderator: Mireille Millette, The Sterling Hall School.
Panelists: Doug Mann, Trinity College School; Scott Hayter, St. Andrew’s College; Geneviève Delaquis, CFRE, Director of Advancement, Balmoral Hall School

2:30-2:45 p.m.

Networking Break

2:45-3:45 p.m.

Breakout Sessions (2)

  1. Communicating your Fundraising Message - Rebecca Llewellyn, Director of Development & Shannon Boeckner, Manager, Donor Relations, Appleby College
  2. The Trifecta of High-Value Giving (and how to get your donors there) - Maeve Strathy
3:45-4:45 p.m. Speed Round Networking Session
5:00-6:00 p.m. Cocktail Reception
6:30 p.m. -on Optional Dinner - Amsterdam Brew House
Friday, January 27, 2017
8:45-9:30 a.m.


9:30-10:30 a.m.

Breakout Sessions (2)

  1. Alumni Committees and Boards: Panel Discussion
    Panelists: Christina Barwinsky, St. John’s Ravenscourt School; Sandra Sualim, Alumnae Communications Officer, Havergal College; Jody Jacobson, Director of Constituency Relations, Upper Canada College
  2. How to Set Up a Planned Giving Program - Theresa Butler-Porter, Lakefield College School
10:30-10:45 p.m.

Networking Break

10:45 a.m.-12:00 p.m.

Closing General Session

Moderator: Ross W. Marsh, Principal, Ross W. Marsh Consulting Group, Inc.

Innes van Nostrand, Principal, Appleby College
Deryn Lavell, Head of School, Bishop Strachan School
Chad Holtum, Deputy Head of School, Glenlyon Norfolk School

12:00 p.m.

Boxed Lunch


Register Today!


Cancellation Policy - $50 cancellation fee if cancelled at least 2 weeks prior to the workshop; cancellations less than 2 weeks before the workshop are not eligible for refund; however, substitute delegates are permitted at no additional charge.


Many thanks to the 2017 CCAE Independent School Summit Program Committee

Christina Barwinsky, Director of Advancement, St. John’ Ravenscourt School
Adam Bishop, Alumni Relations Officer, Lakefield College School
Lara McDonald, Manager, Annual Giving, Brentwood College School
Sandra Sualim, Alumnae Communications Officer, Havergal College
Nicholas Weedon, Old Boy Officer, St. Andrew’s College


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