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:
Manulife

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 11, 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.

 

Presenters: