Independent Schools Summit

January 29-31, 2020

Intercontinental Hotel
360 Saint-Antoine St W
Montreal, QC

Member: $359
Potential Member: $459


Early Bird Registration: Register before October 1, 2019 and receive a 10% discount by entering the discount code EARLYISS (applies to members & potential members).

Top value for your team! Take advantage of the CCAE Group Package by registering 5 or more team members from your school and save $50. To access the group package rate, enter in discount code ISS5PLUS (applies to members only). For questions, contact

*Discounts cannot be combined.


Wednesday January 29, 2020
Afternoon Independent School Tour: Lower Canada College (optional)
6:30 p.m.  Optional Dinner. Restaurant TBA (guest pays for own meal)
Thursday January 30, 2020
8:00 a.m. - 9:00 a.m. Breakfast
9:00 a.m. - 10:00 a.m. Opening Plenary
10:00 a.m. - 10:15 a.m. Break
10:15 a.m. - 11:15 a.m. Professional Learning Session 1
11:15 a.m. - 11:30 a.m. Break
11:30 a.m. - 12:30 p.m. Professional Learning Session 2
12:30 p.m. - 1:45 p.m. Lunch
1:45 p.m. - 3:00 p.m. Professional Learning Session 3
3:00 p.m. - 3:30 p.m. Break
3:30 p.m. - 4:30 p.m. Professional Learning Session 4
6:30 p.m. Optional Dinner. Restaurant TBA (guest pays for own meal)
Friday January 31, 2020
8:30 a.m. - 9:00 a.m. Breakfast
9:00 a.m. - 10:00 a.m. Opening Plenary
10:00 a.m. - 10:15 a.m. Break
10:15 a.m. - 11:15 a.m. Professional Learning Session 5
11:15 a.m. - 11:30 a.m. Break
11:30 a.m. - 12:30 p.m. Professional Learning Session 6
12:30 p.m. Summit Close and Boxed Lunch on departure

Intercontinental Hotel
360 Saint-Antoine St W
Montreal, QC

Book your hotel room at the Intercontinental Hotel

Rates start at $179 (Canadian Dollars). All guest room rates are quoted exclusive of applicable taxes and fees: 9.975% Provincial Sales Tax (PST), PLUS 3.5% MAT (Municipal Accommodation Tax), PLUS 5% FST (Federal Sales Tax) in effect at time of check-out.
Reserve your room by December 30, 2019 to ensure you receive the special CCAE rate.

Please make your reservation directly with the hotel by calling 1 877-660-8550. Identify yourself as attending the CANADIAN COUNCIL FOR THE ADVANCEMENT OF EDUCATION - CCAE Independent Schools Summit.


Prospect Management for Independent Schools
David Fisher - Manager, Information Services, Trinity College School

Regardless of your school’s aspirations, whether it is leadership annual giving, planned giving or major gifts, personal face to face activity has the highest conversion rates. This session hopes to explain the business processes that allow fundraisers to increase the scale of their personal relationships with their most important donors.

Learning Objectives
  • Prospect screening techniques for different constituencies
  • Best practice use of a CRM application
  • Move Management Theory

Building Community Over Cash - Royal St. George's College alumni strategy focuses on engagement over dollars raised
Marin Anderson - Manager of Georgian Relations, Royal St. George's College

Are you battling with the same perception that "all we want from our alumni is money"?

The Advancement and Alumni Development office at RSGC has partnered with the RSGC Alumni Association to draft a plan to improve alumni engagement over the next 5-years. In essence, we believe that the gifts will follow if we focus on strengthening our relationship with alumni first.

Our hope is that when our alumni find value in our programs, when we connect with them in a more personal and meaningful way, and when we help them realize the benefits of being a part of our School community, this will have a positive impact on future alumni event participation, volunteering and ultimately (in the longer-term) willingness to donate back to the School.

Although the execution of our plan is in its infancy and the impact on participation/future giving has yet to be realized, we have spent a year building a strategy grounded in alumni feedback, we have achieved key stakeholder buy-in, we are testing different strategies and we are more than happy to share our approach with conference attendees.

Learning Objectives
  • Showcase the steps taken to gain key stakeholders buy-in and to gather feedback from our alumni community on the new strategy.
  • Testing phase: Share changes we have made to our programs and future plans to improve engagement.
  • Measurement: Learn how we have started to improve our database and better track engagement.

Breakthrough Major Gifts Strategies for Sustainable Fund Development
Mira Boucher - Associate Director of Fund Development, Calgary Academy

Ever wish your school could attract and keep five, six and seven figure donors? In this workshop session, you will learn breakthrough strategies for major gift fundraising and then actually create a plan for putting them to use. Leave with a personalized system and toolkit of templates and resources to fast-track your major gifts program to success!

Learning Objectives
  • Learn the five keys for a successful major gifts program
  • Revamp or create your fundraising pipeline
  • Develop systems for daily fundraising success

Direct Mail hack-a-thon
Elain Evans - Executive Director of Advancement, Collingwood School

Have you been procrastinating writing your schools annual appeal letter? Want to get a jump on writing next year's direct mail? Join this DM Hackathon! During this session we will review the order of writing DM for the most effective package possible. We will have a writing sprint with a few minutes to debrief before moving on to the next critical component of successfully crafting a package. You will leave with a draft direct mail letter that is story based and emotionally compelling. We will also cover off how this letter can be used to build out a full multi-channel fundraising campaign

Learning Objectives
  • Participants will learn how DM is read, and therefore how it should be written. There will be a focus on breathing storytelling in the appeal letter and following the cardinal rules of DM creation
  • Participants will learn the 8 cardinal rules of DM
  • Participants will actually write a bulk of their DM in this session and have the opportunity for feedback that will help fine-tune the letter's effectiveness.