Advancement Services Summit 2021


Supported by:
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Professionals in the Advancement Services work in partnership with Institutions’ key stakeholders, this includes the Office of Advancement, donors, community, and alumni.

These teams work to provide expertise and support in the areas of systems and infrastructure, business analysis and reporting, data management and integrity, prospect management and research, gift management and the mission of the boarder Institution.

The CCAE Advancement Services Summit serves to bring these professionals together to discuss innovation in their field, new ways to maximize resources, streamline efficiencies and support Institutional units.

Thank you to CCAE’s Fall Education Program Sponsors
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All sessions available on-demand

Single Session: $55 (access to the session of your choice)

Potential member:

Single Session: $75 (access to the session of your choice)

Purchase on-demand sessions




Shelly Baker
Shelly Baker

David Bass
David Bass

Cara Giocomini
Cara Giocomini

October 5th, at 1 p.m. ET
The NEW CASE Global Reporting Standards in the Canadian Context: Why you need to start using them now

Shelly Baker, Director, Advancement Services, Wilfrid Laurier University
David Bass, Senior Director of Research, Council for Advancement and Support of Education (CASE)
Cara Giocomini, Vice President, Data, Research, and Technology, Council for Advancement and Support of Education (CASE)

The CASE Global Reporting Standards (previously the CASE Reporting Standards and Management Guidelines) is a common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe. The document contains both industry standards on how to report on donations for your own internal reporting and campaign counting purposes, and management guidelines that include best practice recommendations for the management of your fundraising operation. For Advancement Services, these standards form a valuable tool for benchmarking, training and knowledge transfer.

Member of the CASE working group and lead writer for the Canadian Supplement, Shelly Baker will share why the component is vital to Advancement Shops and professionals at all stages in their career and what it means in aligning intention, practice, and tactic.

Learning Objectives:

  • Gain skills to interpret and apply best practices in counting and fundraising operations for your institution
  • Understand why you need to use the standard and what is specific to the Canadian context
  • Learn how to scale the standards and how to implement in your shop

Carlye Brash
Carlye Brash

Timothy Wowk
Timothy Wowk

October 5th, at 3 p.m. ET
The Briefcase Reports Revisited: Impact and Lessons Learned

Carlye Brash, Prospect Management Analyst, Queen’s University
Timothy Wowk, Director, Prospect Research Group, Queen’s University

In September 2020, the Advancement Research Group at Queen’s University introduced a series of three dashboards colloquially known as the “Briefcase Reports”. The dashboards focus on supporting frontline fundraisers and scorecard metrics for proposal pipeline, pool coverage and time in stage KPI’s. This session will explore the impact of the Briefcase initiative on fundraising activity at Queen’s University and lessons learned.

Learning Objectives:

  • Learn how an innovative suite of dashboards can drive frontline fundraiser activity;
  • Gain insight on the importance of underpinning visualizations with clearly identified business needs;
  • Improve understanding of dashboard development and gain insight into opportunities and pitfalls when creating visualizations.

discussion session

October 19th, at 1 p.m. ET
Festivus - for the restovus: Discussion Session

No grievances to share, no problem! During in-person opportunities some of the best exchanges happen over meals, coffee and informal social gatherings (impromptu dinner anyone?)

In a virtual space, CCAE has to work a little harder to create those moments. This discussion session will serve to bring together attendees for smaller, unscripted informal (and unrecorded) group discussions.

CCAE will provide some pre-populated topics for inspiration or folks can decide to discuss whatever is pressing at the time.

Group sizes will be small, (3-4 people) and CCAE will change the groups twice.

Learning Objectives:

  • Spend time, in small groups, to discuss matters that matter TO YOU!
  • Allow opportunities to network and connect in small groups by role, school, and location.
  • Share with (and lean on) your colleagues about challenges, wins and current projects.

To submit some topics for discussion, please visit:

Mai Bui
Mai Bui

October 19th, at 3 p.m. ET
Unleash your Insights: Dashboarding to Enhance the Impact and Accessibility of Fundraising Analytics

Mai Bui, Manager of Data Analytics, University of British Columbia

Advancement services play a significant role in capturing, generating, and managing fundraising data, as well as leveraging that data for strategic knowledge to support frontline fundraisers. As the need for data-driven insights increases, data and research teams can become inundated with requests for analysis, creating a backlog of tickets and long turnaround times. In some advancement shops, fundraisers have access to query the CRM themselves. But the time and expertise needed wrangle that information into actionable insights can serve as a barrier to engaging with the data in meaningful ways. Moreover, without proper guidance, the information could be misinterpreted, which might mislead the decision-making process. Learn how the use of dashboarding tools can help you create self-service solutions that put the ability to surface insights directly into the hands of your frontline colleagues, so that they can leverage it to inform, inspire, and shape advancement strategies.

Learning Objectives:

  • Discover how dashboarding tools can help expand the impact of scores, segments, ratings, and other strategic information in your CRM
  • Identify the benefits to frontline fundraisers of being able to interact with strategic fundraising data
  • Acquire tips for tailoring the design of a dashboard-based tool to a fundraising audience

Robert Hickman
Robert Hickman

October 26th, at 1 p.m. ET
A University Wide CRM: Risk vs. Opportunity

Robert Hickman, Process & Data Architect, Advancement Information Services, York University

Implementing a business led University wide CRM is a huge opportunity to centralise the Universities data assets into a master data lake for the benefit of all. There are also many challenges and risks such as working in a risk averse culture, aligning with the enterprise data dictionary, and understanding the relationships between current state data and processes. Additionally, cross-functional teamwork is required between departments.

A CRM brings expected benefits, potential risks and the appetite for change – So why do it, and what is stopping us?

According to Gartner’s Eight Building Blocks of CRM, “more successful organizations will focus on the cleaning up of their customer data before developing a CRM strategy”. A success path is not without risk, but steps can be taken to mitigate the risk to better ensure success. The use of data and process techniques can help improve a higher likelihood of achieving a better quality solution. The catch is to start early and stay the course.

Gain insights about the following:

  • Prepare for the change by understanding data and process – how do we know what we think we know?
  • Understand the value of metadata and exactly what it is.
  • How to get started with definitions and how to properly use them.

Jody Dailey
Jody Dailey

Dominic Law
Dominic Law

Kevin MacDonell
Kevin MacDonell

Kevin Kardasz
Kevin Kardasz

October 26th, at 3 p.m. ET
Making the Leap to a New CRM

Jody Dailey, Senior Director, Advancement Services, Ryerson University
Dominic Law, Senior Director, Advancement Services, Concordia University
Kevin MacDonell, Executive Director, Advancement Operations, Dalhousie University
Moderator: Kevin Kardasz, Director, Advancement Business Intelligence and Services, University of Ottawa

Thinking about changing to a new CRM or hanging on to your current one a while longer? You are not alone. CCAE is pleased to welcome four different Institutions to share their insights, two of which have recently implemented new solutions, one with plans to and one that is prolonging the life a legacy system. All use standard CRM solutions but have adopted different paths to meet their needs. Get the inside story of how these institutions made decisions, and the challenges they faced along the CRM journey.

This session will be done in a panel format with moderator.

Gain insights about the following:

  • Determining the right time to pursue a new CRM
  • Identifying stakeholders and implications within advancement and the broader campus community
  • Meeting challenges during product selection and implementation, and post launch