Professional Learning Archives

2018-2019 Summits

Annual Giving Summit: October 17-18, 2018
Major Gift Summit: October 17-18, 2018
Stewardship & Donor Relations Summit: November 7-8, 2018
Development for Deans with Lorna Somers: November 22, 2018
Senior Advancement Leaders' Summit: January 15, 2019
Independent School Summit: January 23-35, 2019
Alumni Leaders' Summit: February 5-6, 2019
Development Leaders' Summit: February 5-6, 2019
Integrated Advancement Summit: February 20, 2019


2018-19 CCAeLearning Webinars

October 4th @1 p.m. EST: Frontline Student Engagement Officers

This session will provide an in-depth look at the University of Toronto's Student Engagement Officer (SEO) program including its strategic mandate and innovative approach to alumni discovery calls.

The SEO Program provides the University with an effective and efficient means of engaging cold prospects. This session will demonstrate how a well-structured discovery program, utilizing highly trained students, can create a pipeline of promising leads for advancement staff.

Learn how this lean and customizable alumni discovery call platform can be used for any target market and can be scaled to fit the size of your institution.

Learning Objectives:
  1. Provide advice on how to structure, scale and build a discovery program
  2. Demonstrate how trained student advancement staff can effectively contribute to the reengagement of cold prospects
  3. Show how U of T tracks and measures the success of its SEO program

Annual Giving, Alumni Relations, Advancement staff tasked with managing volunteers, committees and boards.

Michael Page, Director of Leadership Annual Giving, University of Toronto

Michael Page has worked in the non-profit sector for over a decade for both performing arts organizations as well as educational institutions. Combining his skills as a frontline call officer and interest in marketing and communications, he has managed annual giving and mid-level giving programs at the Toronto Symphony Orchestra, Trinity College and the University of Toronto.

In 2014, Michael returned to his alma mater, the University of Toronto, as the Director of Leadership Annual Giving. In 2016, he successfully launched the Student Engagement Officer program, which was recognized with a silver prix d’excellence from CCAE in June 2017.

November 22th 2018, 1 p.m. EST: Walking the Path of Reconciliation

In October 2017, SFU welcomed in a new era in university-Indigenous relations and cultural sharing and understanding, hosting a Kwis Ns7eyx (Witnessing) Ceremony at which the SFU Aboriginal Reconciliation Council (ARC) ceremoniously presented their report and calls to action to SFU’s President. This ceremony was done in accordance with age-old Coast Salish protocol and oral tradition (which itself demonstrated the values of reconciliation).  The event provided a unique opportunity for SFU’s Ceremonies and Events team and others to work closely with local Indigenous cultural and knowledge keepers, to produce an event that truly honoured the spirit of reconciliation and respect. Key to its success was an extensive consultation process which upheld the principles and actions of “two-eyed seeing and walking in two worlds,” where all involved worked closely together to enact and reconcile the important teachings that are at the heart of truth and reconciliation and understanding.

In this session we’ll share some of the challenges, barriers, opportunities and lessons learned   as we moved forward on our reconciliation journey. We sincerely hope that this will inspire other organizations to support Indigenization of their events and their institutions in their own unique ways and will provide them with some innovative ideas to do so.

Learning Objectives:
  1. Creative ways to support aboriginal reconciliation on campuses
  2. How to identify opportunities to share Indigenous practices, perspectives and pedagogy in a post-secondary learning environment (not only in events, but in classes, ceremonies, conferences, etc.)
  3. How to approach events as an opportunity for collaboration with Indigenous Peoples, communities, and organizations, as well as post-secondary faculty/staff/students and departments, knowing when to lead and when to follow

Post-secondary educators, university event planners, professors, staff, and marketers: anyone interested in using creative means to bring Indigenous teachings, understanding, ceremony, protocol, pedagogy, and practice to advance Indigenization and reconciliation in a post-secondary environment

Sue Porter, Senior Associate Director | Ceremonies and Events, Simon Fraser University.

Sue Porter has been with Simon Fraser University as the Senior Associate Director of the Ceremonies & Events department for the last 7 years and has been responsible for the production and management of some of the University’s highest profile and award-winning events.

Ron Johnston, Pro-Tem Director of Simon Fraser University’s Office for Aboriginal Peoples.

Ron Johnston is a member of the Squamish Nation, is an SFU alumnus, and is the Pro-Tem Director of SFU’s Office for Aboriginal Peoples. Ron has worked at SFU for the past 6 years and has been an Aboriginal Educator in various capacities for the past 20 years .

December 6th, 2018 – 1p.m. EST: When your new path is a bumpy road: The challenges and rewards of trying a different direction

Mount Allison University’s 2017 Giving Report was a bold departure from its previous reports to donors. The new approach was widely praised and well received by alumni and friends of the University and garnered a CCAE Bronze Prix d’Excellence.

But there were a number of points along the way when it seemed the project might never come to fruition. This session will explore why Mount Allison decided to take a new direction with its Giving Report, how it developed a new approach, and what kind of positive impact it had, as well as the challenges faced along the way.

Learning Objectives:
  1. Time to rethink: reviewing the case for a change in direction.
  2. Review of resources: describing internal and external resources required for this project.
  3. Assessing success: how MtA tracked and measured the project’s impact.
  4. Lessons learned: reflecting on the benefits of the process.

Post-secondary staff working in donor relations, stewardship, development, annual giving, and communications.

Aloma Jardine, Communications Officer, Mount Allison University

Aloma Jardine has worked in journalism and communications for more than 20 years, joining Mount Allison University’s Marketing and Communications team seven years ago. Her current role provides opportunities to work on a wide variety of responsibilities, including writing, issues management, web content development, and emergency planning, with occasional forays into media relations, project management, and event planning. She project-managed Mount Allison’s 2017 Giving Report, which won a 2018 CCAE Bronze Prix d’Excellence, and was part of the team that produced the Share your story annual giving materials, which earned a 2018 CCAE Gold Prix d’Excellence.

January 17th 2019 - 1p.m. EST: Putting students first: Communicating honestly, accurately and quickly to relieve anxiety during a prolonged academic strike

On October 16, 2017, the longest academic strike in Ontario college history began. This case study will share Sheridan’s blueprint for real-time, two-way communication during a five-week long academic strike that cancelled classes for 23,000 students, before switching gears to help ease our community’s transition back to class and work.

Learning Objectives:
  1. The membership and responsibilities of our contingency planning and communications teams, and the best practices and guiding principles we used to ensure fairness, consistency and timeliness in our decision making and response protocol, in the face of rapidly changing circumstances;
  2. What our audience analysis determined and how this helped to shape our key messages and the many tactics we employed (including 3 dedicated web properties, 2 strike hotlines, social media channels, live open forums, print materials and videos).
  3. The SMART objectives we set and the metrics we used to prove that our campaign was a success.

Christine Szustaczek (MCM, APR), AVP, Communications, Public Affairs and Marketing at Sheridan College.

Prior to Sheridan, she 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. In addition to being an award-winning, in-house communications specialist, Christine is a board member at CPRS Hamilton, the Oakville Chamber of Commerce, and the Alice and Murray Maitland Charitable Foundation. She’s passionate about research, public relations and higher education and is an eternal optimist who is always up for hearing a good story.

February 14th 2019 - 1p.m. EST: Flow-through shares, a Selwyn House advancement story

What if you could offer your major donors a way to achieve their philanthropic goals much sooner than they thought?

Learn how Selwyn House School and many other charitable organizations in Canada are using the Pear Tree Canada’s Flow Through Donation Format to enable their donors to make significantly larger gifts not only to your organization but to many others as well.

This session will start with a simple explanation of what flow through shares are and how the Pear Tree Canada Flow Through Donation Format works. This will be followed by a presentation of how Selwyn House School first learned about flow through shares eight years ago and proceeded to involve its board members and other key donors to participate and then inform their friends and associates to participate and, of course, increase their capability to make larger gifts to the school.

The session will have time at the end for questions and discussion.

James McMillan, Director of Advancement, Selwyn House School

Jamie has been the Director of Advancement at Selwyn House School since 1987. He is part of a highly successful Advancement Team that has been responsible for raising significant capital and endowment funds for Selwyn House. The use of Flow Through Shares has been instrumental in the school's last two campaigns to encourage donors to realize their philanthropic goals not only to Selwyn House but to many other charities as well.

James was a member of Canadian Accredited Independent Schools’ Advancement Professionals (CAISAP) since 1987; a member of the Board of CAISAP since 1995; and President of CAISAP in 1997 and continues now as a member of ISAP Canada. He is currently on the Board of CCAE representing Independent Schools and is a member of CAGP and AFP.

Marilyn Anthony, Managing Director, Business Development, PearTree Canada

Marilyn brings over 20 years of major gift fundraising success to her role as Managing Director, Business Development at PearTree Canada, the leading provider of Flow Through Share Donations. Her capital campaign experience within organizations across Canada including CAMH, UW of Greater Victoria & Greater Toronto, Kids Help Phone, the Heart & Stroke Foundation of Ontario, University of Calgary, Oakville Trafalgar Memorial Hospital, and the Ontario College of Art & Design has been benefit to her role with PearTree, managing client relationships, charity outreach, marketing and government relations for the firm.

February 21st 2019 - 1p.m. EST: Life After Your Degree (LifeAYD): Engaging Alumni in Student Future-Readiness Programs

In the face of an increasingly "disrupting" job market, millennials are choosing universities that, in addition to a stellar education, provide the resources needed to prepare them for the world beyond the classroom. Spearheaded by McGill's Alumni Relation unit in University Advancement, in partnership with a variety of campus units, Life After Your Degree, or LifeAYD incorporates both existing and original career exploration, job preparedness and life transition activities and events that are delivered to students by career professionals and alumni, on campus, in key regions and virtually. Learn how students, alumni, and - your engagement metrics! – can reap the benefits of alumni contributions to your student-future-readiness programs.

Learning Objectives:
  1. How to build effective and complementary working relationships with campus partners and student groups
  2. How to build meaningful experiential opportunities for students that satisfy the University's co-curricular requirement, while ensuring alumni satisfaction
  3. How to leverage your alumni network to amplify experiential learning opportunities for students

Alumni Engagement professionals, student and young alumni program developers, other campus professionals with student career planning portfolios

Kay Dass, Student and Young Alumni Program Officer, Alumni Relations, McGill University

Kay has over ten years' experience working in University Advancement at McGill, from event coordination and volunteer management, to implementing programs for students, young alumni and parents. To strengthen the culture of philanthropy on campus, Kay engages students, young alumni and others to bolster recruitment/yield efforts, mentoring/job shadowing programs, LifeAYS and affinity group activities, and more.

Chelsea Bell, Student and Young Alumni Programs Associate, Alumni Relations, McGill University Advancement

Chelsea has over five years' experience in University Advancement at McGill. In her current role, she develops engagement programs that connect students to alumni through mentoring/job shadowing, LifeAYD and online chat-based events, and financial support for student-run and student-focused projects and more.

April 18th 2019 - 1 p.m. EST: Varsity Engagement Strategy

In 2018, Lakehead University won a Prix d’Excellence in the category for Best Alumni Initiative for their varsity engagement program. Learn about a tried and proven new strategy to engage alumni (and potential donors!) using distance to your advantage!

Learning Objectives:
  1. How to find new & innovative ways collaborate with internal colleagues
  2. Overcome the barriers related to distance and create opportunities to engage with alumni who have moved away since graduation
  3. Turn engagement into dollars for your fundraising needs or objectives

Annual Giving, Alumni Relations, Advancement staff tasked with managing volunteers, committees and boards.

Mark Tilbury, Annual Fund and Alumni Engagement Director, Lakehead University

Mark Tilbury believes that you get out of something what you put into it. Following this philosophy has made him an exceptional Lakehead supporter for 27 years. A graduate of the school’s Faculty of Business, he became Lakehead’s director of alumni and community relations and he’s been busy engaging with grads across the world ever since. In 2017 his title changed to annual fund and alumni engagement director, and he continues to serve as Executive Director of the Alumni Association.

April 25th 2019 - 1 p.m. EST: Planning and winning a Mini Campaign

The webinar will cover the elements required to successfully win a Mini Campaign.

Topics covered will be: prospect identification, volunteer recruitment and training, solicitation and stewardship.

Learning Objectives:
  1. How to identify qualified prospects
  2. How to recruit effective volunteers
  3. How to make a successful solicitation
  4. Effective stewardship

Iain Boyd, Chief Campaign Officer, Xaverian Fund, St Francis Xavier University

Iain Boyd, Chief Campaign Officer, Xaverian Fund at St Francis Xavier University has had twenty-seven years of fundraising experience.

Iain is a seasoned fundraising professional with wide experience covering annual giving, planned giving, campaign planning, capital campaigns, stewardship and event planning.

Over those years, he has held the positions of Development Officer, Director of Development, Director of Advancement Relations and Acting Director of Alumni Affairs.




2017 CCAeLearning Webinars



Knowing, growing, building our significance: Using strategic engagement to advance a culture of giving April 26, 2018
Running a campaign out of a small advancement office April 19, 2018
Leadership Giving Development February 15, 2018
Young alumni engagement: Harnessing Generation #ShowMe January 25, 2018
Indigenous Communications & Marketing at Sask Polytech December 7, 2017
Community Engagement: 26 years of Grandparents’ Day November 30 , 2017
Developing an effective Chair reporting program October 19, 2017
Successfully updating your ‘traditional’ event September 28, 2017
Setting your sights on alumni of the last decade May 25, 2017
Engaging faculty, students and donors through images and story May 11, 2017
Pipelines & Reporting: Collaborate to gather clear, reliable data April 20, 2017
Create tools that suit students and build on-campus engagement February 23, 2017


2017-2018 Workshops



2018 Advancement Services Workshop March 5-6, 2018 
Integrated Advancement Workshop February 22, 2018 
Alumni Leaders Summit February 2-3, 2018 
2018 CCAE Independent Schools Summit January 17-19, 2018 
CCAE - CASE Talent Management and Leadership Development Seminar January 11, 2018
Advancement for Academics November 16, 2017
2017 Annual Giving Congress October 18-19, 2017


2016-17 Workshops



Young Alumni & Student Engagement Workshop April 20 - 21, 2017
Harnessing the Power of Marketing & Communications Workshop April 6 - 7, 2017
Alumni Leaders Summit February 2 - 3, 2017
2017 CCAE Independent Schools Summit Program January 26 – 27, 2017
Francophone Giving Culture Workshop Friday December 2, 2016
Annual Giving Congress October 20 – 21, 2016
Alumni Leaders Summit Tuesday April 19, 2016


CCAeLearning webinars, 2016



Is Print dead? Not if you ask us. Friday, October 28, 2016
A Fresh take on Giving Days Thursday, September 22, 2016
Celebration of Life Thursday, May 12, 2016
#RoadToRyerson Thursday, April 14, 2016
Engaging Students in Leadership and the Community Wednesday, February 17. 2016
Trent University Alumni & Friends Reunion Weekend Wednesday, March 9, 2016
Developing a Unique In-House Solution: Fund Ledger/Awards Management Thursday, January 28, 2016