Sessions & Presenters



Integrated Advancement Workshop*

Thursday, February 22, 2018
L'Université de Montréal Salle du Conseil, local M-425, 2900, boulevard Édouard-Montpetit
Montréal, Québec


*This workshop will be presented entirely in French.


How to calculate the risk of trying a new idea or project; above all, how to learn to live with the results!

Benoit Chapdeplaine Associate Director, Annual Giving, McMaster University

We will share some ideas tried by the Alumni Relations and Annual Giving teams at McMaster that have had more or less success.

Participants in this session will learn:

  1. Not all ideas work well.
  2. Trying new stuff is a calculated risk.
  3. Sharing with and learning from our colleagues is extremely important.


Benoit Chapdeplaine, Associate Director, Annual Giving, McMaster University

Ben’s career has spanned over 15 years in the education sector and has allowed him to contribute to numerous areas of McMaster University: Alumni Relations, Athletics & Recreation, Student Services and International Relations, and most recently, Fundraising (Annual Giving).

With an academic foundation in French Literature and Translation and an MBA in Strategic Marketing and Human Resources, Ben has had diverse experiences in the workplace and continues to learn from his daily interactions with students, faculty, staff and alumni.



Doing more with less: Pros and cons of advancement in a minority-language environment - Case study of Campus Saint-Jean (CSJ), U. of Alberta

Emmy Okazawa-Bortolin, Director, Business Development and Advancement, Campus Saint-Jean, University of Alberta

As the only francophone university and college campus in Western and Northern Canada, CSJ continues to thrive and grow as a minority-language post-secondary institution in a largely Anglophone environment. Due to its unique positioning within UAlberta and its intimate size, CSJ faces both advantages and disadvantages in its advancement activities. This session will present how it is moving forward despite various challenges and share some of its new initiatives.

Participants in this session will learn about:

  1. The unique positioning of CSJ, as the only francophone university and college campus in Western and Northern Canada.
  2. Past and current issues/challenges of CSJ.
  3. Innovative ideas for minority-language situations in development and philanthropy.


Emmy Okazawa-Bortolin, Director, Business Development and Advancement, Campus Saint-Jean, University of Alberta

Born in Osaka, Japan and a proud, multilingual alumna of CSJ’s Education program, Emmy is its Director of Business Development and Advancement. While she is still relatively new to the advancement world, she has a long background in public and international education as well as fund-raising in a variety of volunteer music organizations. She also holds a BA from Université Laval and an MBA from Athabasca University where she served as Project Manager for the Faculty of Business. An avid traveler and fitness freak, she has also worked for GoodLife Fitness for 20 years.


Managing issues in the social media era: To react or not to react - Case study from the University of Ottawa

Patrick Charette, Director of Institutional Communications, University of Ottawa

Each day, an incident might occur on campus, and in the current environment dominated by social media, post-secondary institutions must be ready to react. How should we react and use these same platforms to our advantage, not just to contain the incident but also to stimulate the engagement of our student population? The University of Ottawa presents 3 case studies to encourage exchanges and widen the debate.


Patrick Charette, Director of Institutional Communications, University of Ottawa

Patrick Charette is a seasoned communicator, with expertise in issues management, brand image and reputation. He demonstrates professionalism and leadership in the successful development, implementation and analysis of communications strategies and awareness campaigns. He has served as principal spokesperson in several sensitive, high-visibility portfolios, both for the federal government and for the University of Ottawa.



Building a culture of philanthropy: Panel discussion

Moderator: Joanne Villemaire—Senior Vice President and Partner, KCI


Yves Bourget, President - Executive Director, Laval University Foundation

Hélène véronneau, Exécutive Director of Philanthropic Development, Development and Alumni Relations Office, University of Montréal

Brian Thompson, CEO, Dalhousie Medical Research Foundation, Dalhousie University

With over 30 years of experience in the not-for-profit sector, Joanne Villemaire has an impressive record in the field. Joanne leads both the Montreal and Ottawa offices and oversees 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 strategic planning, assessments, integrated fundraising and communications plans, and organizational development including the mentoring of senior development professionals and their teams. Joanne has extensive experience within the education and healthcare sectors and has worked with national organizations and complex assignments.

Joanne started her career in the United Way/Centraide Movement, then moved to the university sector. She has 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 was presented with the 2013 Executive of the Year award by AFP Ottawa.

Predictive models that serve development

Chantal Gélinas, Director of Major Gifts, University of Montréal

  1. The well-kept secrets of a database: fact or fiction, progress and results.
  2. The importance of predictive models in putting together an encompassing portfolio of major gifts, intermediate gifts, annual giving and planned giving.
  3. The size of a major gifts portfolio: best practices.


Chantal Gélinas, Directrice des dons exceptionnels, Université de Montréal

Working in philanthropy since 1989, at the University of Montréal since 1999 and holder of the CFRE certification since 2006, Chantal Gélinas has held three positions since her arrival at U of M. First she served as Senior Consultant in the Faculty of Medicine, where she led a $42 million campaign as part of the capital campaign: “A World of Projects”. In 2003, she began her role as Director of Corporate and Foundation Relations. In this role she was also responsible for developing the Campaign Montreal Campus for the University of Montréal which wrapped at $601 million last August, including $370 million for the University. Chantal has also been Head of Research Services since 2015. As of April 2017,  Chantal holds the title of Director of Major Gifts while continuing to manage Research Services.