Senior Advancement Leaders’ Summit
January 15, 2019
Campbell Conference Facility
Munk School of Global Affairs
University of Toronto
1 Devonshire Place, Toronto, ON
Gold Sponsor:
Registration
Member: $429
Potential member: $529
For more information and to register for this summit contact Mark Hazlet at haz@ccaecanada.org
| Tuesday January 15, 2019 | |
| 8:30 – 9:00 a.m. | Registration & Light Breakfast |
| 9:00 – 9:15 a.m. | Welcome with Mark Hazlett, Executive Director, CCAE |
| 9:15 – 10:15 a.m. | How To Manage Leadership Transitions Over A Major Campaign Period David Palmer, Vice-President Advancement, University of Toronto Gillian Morrison, Assistant Vice-President, University Development, University of Toronto |
| 10:15 – 10:30 a.m. | Break |
| 10:30 – 12:00 noon | International Strategies For Advancement/Alumni Work With A Focus On Hong Kong And China Jeff Todd, Executive Director & Associate Vice President, alumni UBC, University of British Columbia Alexis von Busekist, Principal Director Development (Global), INSEAD Rick A Davis, Vice President, Alumni Relations and Annual Giving, Northeastern University |
| 12:00 – 1:30 p.m. | Lunch – with roundtable/open discussions |
| 1:30 – 1:40 p.m. | Break |
| 1:40 – 3:00 p.m. | Key Performance Indicators For Individual Staff And Overall Advancement Operations Levels Karen Bertrand, Vice Principal Advancement, Queen’s University Leigh Kalin, Executive Director, Development & Campaign, Queen’s University Tim Wowk, Associate Director, Prospect Research, Queen’s University |
| 3:00 - 3:30 p.m. | Open Floor |
| 3:30 p.m. | Summit Closes |
Book your hotel room at the Courtyard by Marriott Toronto Downtown
(*Limited Number of Rooms Available.)
Reserve your room by December 18, 2018* to ensure you receive the special CCAE rate ($189 CAD). Please make your reservation directly with the hotel online.
All guest room rates are quoted exclusive of applicable taxes and fee: 15% Harmonized Sales Tax (HST), PLUS 4% MAT (Municipal Accommodation Tax) in effect at time of check-out.
Courtyard by Marriot Toronto Downtown
475 Yonge Street
Toronto, ON
International strategies for advancement/alumni work: focus on Hong Kong and China
Jeff Todd, Executive Director & Associate Vice President, alumni UBC, University of British Columbia
Alexis von Busekist, Principal Director Development (Global), INSEAD
Rick A Davis, Vice President, Alumni Relations and Annual Giving, Northeastern University.
A panel discussion focusing on the growth of global advancement efforts and how to best enhance your network to include worldwide alumni engagement.
Campaign planning
David Palmer, Vice-President Advancement, University of Toronto
Gillian Morrison, Assistant Vice-President, University Development, University of Toronto
This session will dive into the intricacies of how to manage a campaign or fundraising program over a 7-10 year period with potential leadership transitions at the University or decanal level, best practices on managing volunteer leadership over a long period of time, harnessing Board and campaign cabinet engagement/communication, and engaging senior leadership in advancement/campaigns.
Key performance indicators for individual staff and overall advancement operations levels
Karen Bertrand, Vice Principal Advancement, Queen’s University
Leigh Kalin, Executive Director, Development & Campaign, Queen’s University
Tim Wowk, Associate Director, Prospect Research, Queen’s University
An enlightening session regarding measuring and evaluating the progress of major gift officers beyond just gifts received.
