Program - At a Glance

2015 CCAE National Conference in Montréal :
Pushing Boundaries: Transformation, Collaboration and Trending

Tuesday, June 9

Wednesday June 10

Thursday June 11

Friday June 12

 

8:00 – 9:00 Breakfast - Salle de bal ouest

8:00 – 9:00 Breakfast - Salle de bal ouest

8:00 - 8:50 Breakfast- Salle de bal ouest

CCAE Workshop

9:00 – 4:00

Essentials for New Professionals Workshop

Salon Hemon

9:00 – 10:00 - Salle de bal ouest

Education in the age of transformation
Keynote Speaker, Bertrand Cesvet, Sid Lee

In his address Bertrand Cesvet will discuss how the digital revolution has deeply transformed audience engagement. Drawing from his vast experience as a brand and advertising professional, he will show how some of the most innovative companies use a powerful tool called the Transformation Agenda to redesign their business and take advantage of “digital disruption”. Bertrand will then use the Transformation Agenda framework to generate some thought-provoking hypotheses for the Canadian education system.

Supported by KCI

9:00 – 10:00 - Salle de bal ouest

Keynote Speaker - Julie Payette

Chief Astronaut for the Canadian Space Agency from 2000 to 2007; Quebec scientific delegate to the United States from 2011 to 2013; Chief Operating Officer of the Montreal Science Center and Vice-President of MSC, Canada Land Company.

Julie Payette will inspire us all by sharing her insights on striving for and achieving excellence as she provides a glimpse of the personal journey that led to her great accomplishments.

8:50- 9:50 - Salle de bal ouest

Creating a Culture of Caring: The Mallet Institute Model and Advancement

Exploring the Institute’s impact on society; how to influence a favorable cultural shift; and the role of educational advancement.

Introduction by Jean Gagné, Mallet Institute Board Chair
Discussion by Eric Weissman, Professor
Moderator – Chantal Thomas, Internal Consultant in Philanthropy,
Université de Montréal

CCAE Workshop

8:00 – 4:00

Planned Giving All in a Day (with CAGP)

Salon Musset

10:00 – 10:30 Health Break in CCAE Marketplace

Salle de bal centre
Supported by The Partnership Group

10:00 – 10:30 Health Break in CCAE Marketplace

Salle de bal centre
Supported by McMaster-Syracuse - Master of Communications Management (MCM)

9:50- 10:00

Short break in main ballroom

 

10:30- 11:30

Professional Development Sessions #1

Trending - From Fad to Foundation: Establishing an Institutional Social Media Policy

Collaboration - Before the Case for Support: Leverage Collaboration to Create Campaign Synergies

Collaboration , Transformation - Leverage an Alumni Mentorship Program to Increase Alumni Engagement

Transformation , Trending - Relations with Future International Alumni in 10 Years – In French

Collaboration - Collaboration Powers: Activate!

Transformation - The 12 Critical Errors that Annual Giving Programs Make

Supported by Canada Life

10:30 – 11:30

Head of the Class

From Tragedy to Reputation Builder: A UCalgary Case Study in Effective Crisis Communications


A Transformative Gift: The Ted Rogers Centre for Heart Research


Supporting the Art of Fundraising with Science


Red River College ‘Our Grads Get Hired’ Campaign


 

10:00 - 11:15 - Salle de bal ouest

The Power of Effective Storytelling

Keynote Speaker – Dave Carroll, Singer, Songwriter, Social Media Innovator (“United Breaks Guitars”)

In 2009 singer-songwriter Dave Carroll's YouTube music video, "United Breaks Guitars", was called "one of the most important videos in Google’s history". His presentation will share his incredible journey since "UBG", the implications for customer service, branding and social media and convey why we all need to become more effective storytellers if we want to standout in today's noisy environment.

Supported by Manulife Financial

     

11:15 - 11:25

Short break in ballroom

 

11:30 - 13:00 Lunch

TD Fellowship Presentations

Salle de bal ouest

11:30 – 13:00 Lunch

CCAE Annual General Meeting (AGM]

CCAE 2016 Presentation – Saskatoon, SK

Salle de bal ouest

11:25 - 12:50

Lunch

Prix d’Excellence Awards Presentation

Salle de bal ouest

Supported by Tempo Framing Systems

 

13:00 – 13:50

Roundtable Discussions
Topics/Facilitators - TBD

13:00 – 13:50

Roundtable Discussions
Topics/Facilitators - TBD

12:50 – 13:00

Conclusion and departure

 

13:50 – 14:00

Delegate movement break

13:50 – 14:00

Delegate movement break

 
 

14:00 – 15:00

Professional Development Sessions #2

Transformation - The Power of Social Media and its Ability to Transform Business

Transformation -Annual Giving: The Next Generation - Creating and Implementing New Ideas in Annual Giving Supported by Blackbaud

Transformation - Sock Fight – The First Rule is: Talk about Sock Fight

Collaboration - Alumni Offices Thrive through Cross-Campus Collaboration

Collaboration - Optimize Donor Relations through Public Relations

Trending - The Planned Gift and Generations X and Y: Why Not? – In French

14:00 – 15:00

Professional Development Sessions #3

Trending - Annual Giving Counting in the RAW (Real. Accurate. Whoa!)

Trending - Are you Really Ready to Launch a Campaign?

Collaboration , Transformation - From 300 to One Website: Yes, You Can!

Collaboration - Developing an Alumni Volunteer Program: A Case Study of "Do Great Things"

Transformation - Seeds of Change – Crowdfunding on Campus

Transformation - How to Encourage Changes in Organizational Behaviour on the Path to Sustainable Development - In French

 
 

15:00 - 15:30

Health Break in CCAE Marketplace
Salle de bal centre

Supported by The Partnership Group

15:00- 15:30

Health Break in CCAE Marketplace
Salle de bal centre

 
 

15: 30 – 16:30

Leadership in Advancement Plenary

Heather Munro-Blum and Michael Meighen

Moderator – Marc Weinstein

Two eminent leaders will focus on leadership and the culture of advancement in Canadian education.

Salle de bal ouest

15:30 – 16:30

Canadian Philanthropists Leadership Panel

Morris Goodman; Sophie Desmarais; Barry Cole

Moderator – Joanne Villemaire, KCI

Three exceptional personalities who contribute to the cause of education will share their values, motivations and accomplishments.

Salle de bal ouest

 

18:00 – 21:00

Opening Reception

Université de Montréal

Supported by Industrial Alliance Insurance and Financial Services Inc.

CCAE Awards Evening
18:00 - 19:00
CCAE Awards Reception
Foyer, Sal de bal ouest

19:00 - 21:30
CCAE Awards Dinner
Sal de bal ouest

CCAE Awards Reception and Dinner
Supported by CCAE National Partner, TD Insurance Meloche Monnex

18:15 - 23:00

CCAE Social Night
Agora Hydro Québec -
Université de Québec à Montréal

CCAE Social Night
Supported by CCAE National Partner, MBNA

 

 

CCAE National Conference

Wednesday, June 10, 2015
9:00 – 10:00 a.m.

Education in the age of transformation
Keynote Speaker, Bertrand Cesvet, Sid Lee

In his address Bertrand Cesvet will discuss how the digital revolution has deeply transformed audience engagement. Drawing from his vast experience as a brand and advertising professional, he will show how some of the most innovative companies use a powerful tool called the Transformation Agenda to redesign their business and take advantage of “digital disruption”. Bertrand will then use the Transformation Agenda framework to generate some thought-provoking hypotheses for the Canadian education system.


Professional Development Sessions #1

Wednesday, June 10, 2015
10:30 – 11:30 a.m.

Trending

From Fad to Foundation: Establishing an Institutional Social Media Policy

Victoria Bomben, Assistant Director, Digital Marketing Strategy; and Christine Szustaczek, Director of Corporate Communications & External Relations, Sheridan College

Salon A - Level B

This session will:

  • Establish the importance of having a strategy for institutional social media usage that goes beyond “everyone else is doing it”.
  • Highlight the reputational risks that arise if your institution does not have a social media policy.
  • Share the collaborative approach and background work done to move the process forward at Sheridan College.
  • Provide a model that can be replicated by others looking to establish a social media policy as part of their overall social media strategy.

Colleges and universities across North America report that potentially reputation-damaging events are being discussed on their social media channels. Yet, little over half report having policies and guidelines in place to empower employees to use the tools respectfully, responsibly and confidently.

This presentation outlines how one institution galvanized the will, and the right players, to establish a social media policy, while overcoming fears that academic freedom would be jeopardized in the process. Attendees will leave the session with a blueprint for creating a similar policy of their own.

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Collaboration

Before the Case for Support: Leverage Collaboration to Create Campaign Synergies

Jana Gordon, Assistant Vice-President, Development, and Campaign Director, Wilfrid Laurier University

Salon B - Level B

Participants in this session will:

  • Learn how the Wilfrid Laurier University Development team implemented a unique, collaborative approach across all faculties and units to set priorities for a pan-university campaign (capital and program).
  • Discover how to identify synergies across the campus through a collaborative priority-setting process.
  • Discuss and hear examples from other universities about their priority-setting processes.
  • Develop a menu of approaches that have worked successfully for others and that can be adapted when planning your next campaign.

Planning for a campaign often includes a feasibility study and analysis of donor potential, writing the case for support and testing it, and creating a communications plan. However, the priority-setting process is sometimes dismissed as a “laundry list” exercise for the needs of individual faculties and units.

Wilfrid Laurier University has taken a strategic, collaborative approach across the university to determine (capital and program) campaign pillars and priorities. Learn how this collaborative process has set the tone for a campaign comprising cross-disciplinary synergies and shared ownership with deans and other leaders. The session will include group discussion

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Collaboration, Transformation

Leverage an Alumni Mentorship Program to Increase Alumni Engagement

Mark Savenkoff, Director of Alumni and Donor Relations; and Yvonne Langen, Mentorship Coordinator in Alumni and Donor Relations, Carleton University

Salon C - Level B

Participants in this session will:

  • Learn how to leverage an alumni mentorship program to increase alumni engagement; cultivate and steward donors; and build affinity for the institution across multiple stakeholder groups.
  • Gain insight into how Carleton employed an invitation-only approach to recruit mentors, by mobilizing alumni association volunteers to target key influencers.
  • Learn how Carleton leveraged the participation of senior business and community leaders to facilitate an enormously successful mentee recruitment drive and elicit sustained interest in the program from within the community.
  • Discover Carleton’s distinctive approach to volunteer recognition through the development of a public online mentor database and the use of social media.
  • Understand how Carleton evaluates the success of the Alumni Mentors program using metrics that assess achievement of institutional, departmental and participant objectives.

In 2014-15, Carleton University piloted a new mentorship program to link alumni to students and recent graduates. The program was designed to generate new avenues for relationship management and engagement by providing alumni with an opportunity to connect with each other and with current students.

Results: 120 mentors registered and the program attracted over 240 prospective mentees. For students and recent graduates participating as mentees, the program aimed to provide career development opportunities and enhance employability by pairing them with a mentor from within their desired field. For mentors, the program provided a meaningful and value-added opportunity to give back to the university community.

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Transformation

The 12 Critical Errors That Annual Giving Programs Make

Lori Yersh, Senior Strategic Advisor to the Vice-President, Development and External Relations, Concordia University

Salon Jarry - Level A

This session will provide participants with insights into the 12 critical errors that annual giving programs make, and the impact these can have on revenue and donor growth. The session will help attendees do a quick assessment of their program to see what errors they may be making, and share best practice solutions to better grow their annual giving program.

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Transformation, Trending

Relations with Future International Alumni in 10 Years – In French

Diane Blouin, Coordinator of Annual Reunions; and Anne Demers, Executive Director, University of Laval Alumni Association

Salon Hemon - Level A

This session will:

  • Establish directions for links with international alumni.
  • Consider what types of relationships to establish with alumni who reside in other countries.
  • Explore how to ensure maintenance of international alumni engagement with the university they attended.

Over the next decade, if Canadian universities maintain a positive rate of international student recruitment, how will they manage their relationships with these alumni? What bases should we put in place to create a sense of belonging that will be maintained across borders?

This presentation proposes a discussion based on the experiences of the University of Laval Alumni Association, which encompasses 20 alumni clubs outside Canada. Active participation by delegates will allow sharing of current practices and explore the challenges of the coming decade.

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Collaboration

Collaboration Powers: Activate!

Monica K. Tang, Research Analyst, University of British Columbia

Salon Joyce - Level A

Participants in this session will:

  • Reinforce the importance of relationship building in-house.
  • Understand different lenses through which to view relationships with colleagues.
  • Learn lens-specific collaboration techniques to create productive relationships between colleagues.
  • Laugh!

Are you competing against your colleagues for credit? Do you ever sense that your contribution is undervalued? Do you feel you are working against rather than with your teammates?

This session will provide information and techniques to effectively build relationships between front-line development and advancement services staff in your office. We will explore three different lenses through which to see your work, and learn when to apply each. This presentation will use pictures, video clips and humour to convey learning objectives to the audience.

 

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Professional Development Sessions #2

Wednesday, June 10, 2015
2:00 – 3:00 p.m.

Transformation

Annual Giving: The Next Generation - Creating and Implementing New Ideas in Annual Giving

Mikhael Bornstein, Director, Donor Programs

Salon Jarry - Level A

Participants in this session will learn:

  • How to generate innovative annual giving ideas and get senior management’s buy-in.
  • How to plan and execute innovative projects, and avoid common innovation pitfalls.
  • How to leverage solid fundraising principles and combine them with new ideas.
  • How to start a Student Philanthropy Officer program at your school, from scratch.

The competition for donor support has never been fiercer, and the need for new ideas to challenge the status quo has never been greater. This presentation will use York University’s Student Philanthropy Officer Program – where we train students to approach alumni with face-to-face asks – as an example of an innovative idea developed and implemented by our annual giving team. Attendees will leave this session with practical tools to generate new ideas, sell projects to senior management, manage risk and implement new projects, all while avoiding common pitfalls.

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Transformation

Sock Fight – The First Rule is: Talk about Sock Fight

Robert Moyles, Senior Director, Advancement Strategic Communications, University of Alberta

Salon A - Level B

Participants in this session will learn how:

  • The value of creative communications activity extends beyond the communications outcomes.
  • Creative ideas can motivate, energize and help your team perform at a higher level.
  • To leverage creative communications to win over skeptics and build relationships.
  • To ensure your activity helps achieve the bigger goals, outcomes and vision of the organization.

The University of Alberta sought creative ways to launch the 100th anniversary of its alumni association. In the end, the crazy idea of holding a sock fight to bring attention to the launch drew hundreds of students and alumni to participate, enhanced the university’s reputation in social and traditional media, and connected UA to communities in need, solidifying the university’s promise of “uplifting the whole people.”

This session will present a case study on the planning, delivery, results and lessons learned, giving an overview of how creative communications activity can do more than communicate.

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Trending

The Planned Gift and Generations X and Y: Why Not? – In French

Jocelyne Gonthier, Director, Major and Planned Gift Programs, Fondation de l’École des hautes Études Commerciales (HEC); and Cristine Lamoureux, Director, Major and Planned Gift Programs, University of Montreal

Salon Hemon - Level A

This session will:

  • Present the profile, social behaviour and expectations of these two generations.
  • Demonstrate how these generations become philanthropic, in their own ways.
  • Provide marketing and donor relations tools adapted to Generations X and Y.
  • Show why a planned giving program aimed at these generations is a future-oriented strategy for your organization.
  • Furnish starting points to facilitate an engagement and recognition program designed for these younger generations.

Members of Generation Y are now between 25 and 40 years of age. It’s the “Why” generation! For them, work-family balance is a priority. Generation X is between 40 and 55 years of age. They have lived through the advent of the Internet, growth in women’s participation in the workforce, and a reduced birth rate in the Western world.

Knowing that these two generations also have different philanthropic behaviours than their parents, HEC Montréal and the University of Montreal created a major and planned giving program adapted to these two donor groups.

Data from recent studies will be presented, along with video testimonials from young people who have made a planned gift. Participants will be encouraged to share their reflections or experiences on this topic

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Collaboration

Optimize Donor Relations through Public Relations

Manon Pepin, Director, Communications and Media Relations, Institute for Research in Immunology and Cancer (IRIC), Université de Montréal

Salon Joyce - Level A

Participants in this session will learn:

  • How an effective public relations campaign can have positive impacts on donor behaviour.
  • The steps to a successful PR campaign through a business case made at IRIC.
  • How to plan a PR campaign around a scientific discovery.
  • The critical elements of crafting an effective PR campaign at minimal cost.
  • How to optimize social media to build a PR campaign around a scientific discovery.

Public relations are often perceived as an expense rather than an investment by some organizations, and by donors who prefer that their grants be invested directly into projects.

This session will present a case study on how IRIC crafted a public relations campaign to engage donors more deeply with IRIC and UdeM after an internationally acclaimed scientific breakthrough made Dr. Guy Sauvageau and his team at the Institut. Dr. Sauvageau’s team discovered a molecule that enables an increase in stem cell transplants, using umbilical-cord stem cells to treat blood-related diseases including leukemia, myeloma and lymphoma. In 2014, this team was awarded La Presse’s Personality of the Year in Science; Radio-Canada’s Scientist of the Year Award; and the Discovery of the Year of Québec Science.

We will also discuss strategies to interest mass media in science news, thus reaching a larger public, including potential new donors.

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Transformation

The Power of Social Media and its Ability to Transform Business

Wendy Arnott, Vice President, TD Bank Group and Joe Issid, Manager of Digital Strategy, McGill University Advancement

Salon C - Level A

In this session, Wendy will speak to how TD uses social media to connect with customers and deepen relationships. She will share how other brands (and educational institutions) can deepen relationships as well.

Using current TD examples, including the viral success of #TDThanksYou, as well as hand-picked Canadian advancement case studies, Wendy will share her insight into the power of social media and its ability to transform business.

Participants in this session will learn about:

  • The new Social landscape and why it's important
  • What TD is doing to build and deepen relationships with customers and prospects using social media
  • What other brands are doing to connect with their audience on social media
  • Some simple things you can do to connect with your alumni and broader communities on social media

After the presentation, Wendy will be chatting with Joe Issid (Manager, Digital Communications at McGill) about how McGill is using digital capabilities to enhance university advancement.

Wendy Arnott is responsible for North American Digital Marketing and Social Media with TD Bank Group. Wendy leads a team to deliver industry-leading social and digital strategies.

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Collaboration

Alumni Offices Thrive through Cross-Campus Collaboration

Hicks, Jennifer -- Manager, Alumni Relations, Ryerson University and Janine Foster, Manager Alumni Relations & Annual Giving, St Lawrence College

Salon B - Level B

How do Alumni Relations Offices build loyalty and engagement across generations of grads? Increasingly, they start early – before students graduate into alumni – and extend their reach by collaborating with other campus departments.

Hear from Ryerson University and St. Lawrence College how working with Offices of Admissions, Athletics, Awards, and Student Life, among others, has helped Alumni Relations tap into student needs and interests to create a stronger sense of community. Satisfied students are more likely to become engaged, supportive alumni.

Learn from this session how to widen your campus network to the benefit of your Alumni Relations outreach, on campus and beyond.

 

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Special Plenary Session: Canadian Leadership in Advancement

Wednesday, June 10, 2015
3:30 – 4:30 p.m.

CCAE presents a Special Plenary Session focused on leadership and the culture of advancement in Canadian education, featuring two of Canada’s most distinguished and accomplished leaders.

Heather Munroe-Blum, Principal Emerita and Professor, McGill University; and The Honourable Michael A. Meighen, OC, QC, current Chancellor of McGill and past Co-chair of the $1 billion Campaign McGill, will engage in an in-depth discussion of importance to all who work for the advancement of Canadian education.

This Special Plenary Session will be moderated by Marc Weinstein, Vice-Principal, University Advancement, McGill University.

Who guides the agenda of today’s higher-education landscape? How have changing economic and demographic trends shaped institutional leaders’ expectations of Canadian advancement professionals? What are today’s and tomorrow’s most important issues? How can lead donors and volunteers cultivate change, and what roles are most meaningful to them? These and other deep questions will form the basis of the leadership discussion.

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Thursday, June 11, 2015

9:00 – 10:00 Keynote Speaker

Julie Payette

Julie Payette will inspire us all by sharing her insights on striving for and achieving excellence as she provides a glimpse of her personal journey that led to her great accomplishments.



10:30 - 11:30 Head of the Class

From Tragedy to Reputation Builder: A UCalgary Case Study in Effective Crisis Communications

Dean Parthenis, Senior Communications Strategist, Strategic Communications, University of Calgary

Salon C - Level B

Hear the behind-the-scenes story of how the University of Calgary responded to the stabbing deaths of three of its students in the city's worst-ever mass murder. Learn about:

  • The true power of social media in a reputational crisis: it's not what you may think!
  • How strong partnerships with community organizations can pay off in a crisis.
  • The top five communications tools you need to use first, and fast, when tragedy strikes.
  • How to integrate communications, marketing, alumni and government relations in a consistent voice for maximum impact.
  • When to speak, when to stay silent and when to support others so they can tell your story.

Participants in this session will learn:

  • How to develop an effective crisis communications approach that integrates the full Advancement portfolio;
  • How to leverage the power of social media;
  • How to integrate crisis response into a broader strategy of reputation building.

Advancement Services - Supporting the Art of Fundraising with Science

Louise Blondeau, Managing Director, Advancement Services (University Advancement ; and Isabelle Roy, Director, Prospecting & Pipeline Management (University Advancement), McGill University

Salon B - Level B

Behind every not-for-profit organization there is a strong team of advancement services professionals who offer foundational support for sound decision making and organizational growth. Tools and techniques - including prospect research, gift processing, records management, system support and programming - have shifted in recent years. The role of Advancement Services has needed to evolve and keep pace with these changes, to better collect, analyze, report and use data for strategic purposes.

In this session you will hear how the Advancement Services team at McGill initiated a series of changes that moved its operations to the next level of service within advancement, in an effort to make the most out of its resources and energize overall performance.

Marketing and Branding - “Our Grads Get Hired” Campaign

Christian Robin, Director, Marketing and Web Presence, Red River College

Salon A - Level B

Discover how a simple twist on an old idea can go from an alumni-focused billboard ad campaign to a results-focused, multi-media brand building and marketing campaign that costs less but has ten times the reach; generates significant new revenue; and results in new development opportunities and increased enrolments in targeted program areas.

A Transformative Gift: The Ted Rogers Centre for Heart Research

David Palmer, Vice-President, Advancement, University of Toronto

Salon Jarry - Level A

David Palmer, Vice-President, Advancement, University of Toronto will provide a synopsis of the Rogers Foundation gift that created The Ted Rogers Centre for Heart Research. He will provide an overview of how the gift came together, the collaboration with partners, some of the lessons learned, and outline some of the important implications for educational philanthropy going forward.

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Professional Development Sessions #3

Thursday, June 11, 2015
2:00 – 3:00 p.m.

Trending

Annual Giving Counting in the RAW (Real. Accurate. Whoa!)

Jeff Wright, Vice President (Advancement), St. Thomas University

Salon Jarry - Level A

This session will explore:

  • Annual giving reporting and counting best practices.
  • An open dialogue and idea sharing about reporting and counting.
  • A review of the VSE (Voluntary Support of Education) “alumni participation” definition.

A Dean once told this presenter: "There are lies, damn lies and statistics." Counting fundraising achievement is a competitive and stressful process that we often feel has an immediate and direct impact on our institutional reputation, and our ability to raise more funds and attract and renew donors. Though clearly this is a matter pertinent to all aspects of fundraising, in this session we will discuss how and what we count, specifically within annual giving.

We will also discuss other annual giving office performance metrics, including personal visits and number of solicitations.

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Transformation

How to Encourage Changes in Organizational Behaviour on the Path to Sustainable Development: The Laval University Approach - In French

Pierre Lemay, Assistant to the Executive Vice-President of Development, Laval University

Salon Hemon - Level A

This session will:

  • Provide an inspiring and innovative example of the integration of sustainable development from the institutional point of view.
  • Stimulate discussion with participants about the challenges and key success factors of such an undertaking.
  • Emphasize the transferability of this approach for other organizations.

In 2007, Laval University adopted a structured institutional orientation to sustainable development. The approach is based on the awareness, mobilization and integration of sustainable development as normal practice, and more globally, as the foundation of institutional development.

The presentation will cover the major stages of this orientation, key success factors and obstacles to avoid; and will open up the current challenge of adoption by various constituents of Laval University.

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Trending

Are you Really Ready to Launch a Campaign?

Julie Davis, Vice President, External Relations and Advancement, Trent University; and Michael Logue, Senior Vice President, KCI Canada

Salon B - Level B

Through this session, participants will:

  • Understand 11 internal and 4 external considerations to assess campaign readiness.
  • Become aware of the risks of launching when you aren’t ready.
  • Receive a checklist to follow to determine if you are ready.
  • Understand the multiple objectives and impacts of capital campaigns.

Organizational preparedness is essential to a successful campaign, but too often we don't ask the tough questions before running headlong into campaign mode. Is your leadership singing the same tune when it comes to key campaign messages? Is your staff equipped to handle the complexities of a major initiative? Have you identified and planned for risks and challenges? Is the institutional leadership fully prepared for their role? Beyond the market and donor feasibility study, there are a number of other crucial elements that must be assessed to ensure now is the right time to be successful.

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Transformation, Collaboration

From 300 to One Website: Yes, You Can!

Philippe Beauregard, Chief Communications Officer, Concordia University; and Colin Robertson, Senior Advisor, Change and Engagement, Concordia University

Salon Joyce - Level A

Participants in this session will learn how to:

  • Mesh communications and change management principles.
  • Generate buy-in for large institutional projects across faculty and staff groups.
  • Deal with resistance quickly and efficiently.

Over the last two years, Concordia University migrated 300 independent websites onto a single platform. In order to ensure successful delivery, the project sponsors focused significantly on including change management strategies throughout the project. We will share these strategies and the results during this presentation.

We will also present some of the unique features that were developed, such as consistent and flexible faculty profiles, user-centric architecture, and streamlined program descriptions. Finally, we will also share our insights on team-building as well as generating innovation quickly during the course of a large project.

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Collaboration

Developing an Alumni Volunteer Program: A Case Study of "Do Great Things" at the University of Alberta

Kyla Amrhein, Volunteer Coordinator, Office of Alumni Relations, University of Alberta

Salon A - Level B

Participants will gain the tools to:

  • Identify existing opportunities to increase alumni engagement through volunteerism.
  • Create strategic marketing and programming to engage a wide-ranging alumni audience.
  • Achieve a balance of campus- and community- focused volunteer opportunities, resulting in a dynamic profile of meaningful engagement.
  • Review the annual campus cycle to successfully implement a sustainable, high- value volunteer program.

Developing a comprehensive alumni volunteer program, fully integrated on campus and with the broader community, serves an institution by increasing alumni engagement and community awareness, and by extending campus influence.

This session is a case study of developing a successful, collaborative and high-value volunteer program. It will review the process of assessing, re-launching and implementing the award-winning Alumni Volunteer Program at the University of Alberta and the strategic "Do Great Things" marketing campaign. Such a program celebrates not only a tradition of volunteerism, but also the impact of alumni - on campus and beyond.

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Transformation

Seeds of Change – Crowdfunding on Campus

Gabrielle Korn, Managing Director, Alumni Relations and Annual Giving; and Melissa Forster, Annual Giving Officer, McGill University

Salon C - Level B

With lessons learned from the likes of Indigogo and Kickstarter, education advancement professionals are turning to crowdfunding to expand the traditional philanthropic toolbox. Campuses are harnessing the power of peer-to-peer networks and social media to increase student and alumni engagement, as well as giving in support of campus initiatives.

Learn how McGill’s “Seeds of Change” crowdfunding program began in 2014 as a modest pilot project targeting graduating students and their parents; transitioned quickly into an integral component of McGill’s fundraising strategy; and galvanized support from students, faculty, staff, parents and friends of the University, many for the first time.

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Thursday, June 11, 2015
3:00 - 4:30 p.m.

Canadian Philanthropists Leadership Panel

The advancement of the cause of education would not have the same scope without the involvement, the devotion and the generosity of philanthropists. Whether by offering their time, donating, giving advice, or sharing their values and experience in their respective areas of action and interest, these people of both heart and action extend the reach of our collective mission. Their closeness to educational establishments, and their influence among those who can influence these institutions’ futures, are a source of inspiration for all who believe in the cause of education and who dedicate their careers to promoting it.

Moderated by a seasoned professional in philanthropic circles, this discussion aims to highlight the trajectory of four exceptional personalities who contribute to the cause of education, and who will share with us their values, motivations and accomplishments.

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Friday, June 12, 2015
9:00 – 9:50 a.m.

Creating a Culture of Caring: The Mallet Institute Model and Advancement

Presenters: Jean M. Gagné, Board Chair of the Mallet Institute ; and Dr. Eric Weissman, Professor, College of New Caledonia

Moderator – Chantal Thomas, Internal Consultant in Philanthropy, Université de Montréal

In 2011 the Mallet Institute was created by the joint efforts of Laval University, the City of Quebec and the Sisters of Charity of Quebec, with the simple yet multi-faceted goal of creating a more just and caring society, and advancing and strengthening a philanthropic culture.

Such a culture can only emerge from a humanistic and well-informed society. The Mallet Institute is focused on fostering a philanthropic culture by encouraging a set of behaviours, attitudes and ways to improve the quality of life for all of society through voluntary action, mutual aid, financial donation, and social innovation.

The development of attitudes and behaviours – which include solidarity, benevolence, engagement and generosity – will engender such a favorable cultural shift. Educational advancement in Canada is a natural partner in the effort to create such a culture.

Leaders of the Mallet Institute, and a researcher who is exploring the Institute’s impact on society, will share the fruits of this unique partnership in a special session at #ccae2015. Join us for a thought-provoking session that will inspire your highest advancement efforts.

The Digital Bridges Project: Uniting Voices and Efforts for the Common Good.
Principle Investigators:
Eric Weissman PhD.  2014 CAGS Distinguished
Daniel Price Ph.D.  Houston Honors College

Presentation Summary
Dr. Eric Weissman
Subtextproductions.ca

When we think about how to help others, we imagine what their needs might be and what the conditions of our giving require. In my research about conventional attitudes towards homelessness, asking housed people to comment on images of poverty often requires them to reconsider their prior positions towards these troublesome concepts.   This has been especially true in the classroom where I use images from fieldwork in tent camps to get students thinking about the concepts of poverty and shelter, and then to think of what it means to be “deserving” of help.  We need to be made conscious of how our imagining a situation is linked to narratives we have unknowingly learned because whenever we see images of need, we access pre-existing ethical positions and categories of deserving and undeserving subjectivities to make sense of new information (Braswell 2011; Bourgois 2009; Weissman 2012).  At one level the research I present is about large structures of giving and receiving.  In a philanthropic structure where the actual needs of people are filtered through providers, to foundations and then represented to actual cash donors, the address of the beneficiary is mediated at many levels so beneficiaries often feel unheard.  Digital Bridges is a visual elicitation project that can help the address of the beneficiary be more closely understood by donors, and vice versa, and in such a way that the impact of donating can be understood as it happens in real time, using images, video and the web. In short this project is a first step in introducing a technological and narrative bridge between the goals of donors and the needs of beneficiaries.  In exploring this method, we have found that it has implications in educational settings that are most promising.

In addition to the broader application in philanthropic structures, this bridging mechanism has implications for doing critical institutional ethnographies, which we often associate with educational structures, and as means for improving education per se. We can use visual elicitation and the stories they produce to stimulate critical discussions about curriculums, educational delivery, and about important topical issues - in my case about  social science and social problems.  The platform we call VWIRE and our current project, Digital Bridges, allow all members of a given educational structure from senior administrators to students to create conversations in a safe and qualitatively rich manner that produces new information that can inform important decisions about what to teach and how.  In the classroom, students can use the platform to enter into knowledge creation experiences, which we, as researchers can track and come to understand as aspects of institutional cultures. In return, students and other participants can see and re-examine how comment threads have helped change their attitudes to the images they see.

Attached is a URL which will take you to a test “lens.”  Once there, simply double click on any of the photos to see what students in an intro Sociology class had to say.  If you want, you can add your own comments by typing in a reply or adding a “new comment”.  Just remember to hit “add comment” AFTER you are done with each remark.  If you click the “Submit” button, the program will keep a copy of how you used the lens. During my address we will look at a number of these lenses from other projects and also at the reflections made by students about their experience using this platform.  There are many other functions and capacities that make this platform powerful and we will go through all of them. I hope to stimulate a critical discussion about the utility of this platform as an ethnographic and pedagogical tool. I will demonstrate how you can set up your own platform and shape it to suit your needs. Dr. Price will join us by Skype to discuss how we can obtain critical data from the platform. 

http://dash.honors.uh.edu:8082/Portland/photos-for-soc-102/test-lens-for-102

To use this URL, do the following:
1. Open the URL.
2. Double click any photo, read and reply to comments in the space provided.
3. Click “add comment” to save your remarks.
4. CLICK “SUBMIT”  if you want the program to remember how you navigated the lens.

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10:00 - 11:15 Keynote Speaker

The Power of Effective Storytelling

Dave Carroll, Singer, Songwriter, Social Media Innovator (“United Breaks Guitars”)

Description: In 2009 singer-songwriter Dave Carroll's YouTube music video, "United Breaks Guitars", was called "one of the most important videos in Googles history". His presentation will share his incredible journey since "UBG", the implications for customer service, branding and social media and convey why we all need to become more effective storytellers if we want to standout in today's noisy environment.


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