DATE: Wednesday, September 27, 2017
LOCATION: Chestnut Conference Centre, 89 Chestnut Street Toronto, ON M5G 1R1~ MAP
TIME: 8:30 - 9:00 am: Continental breakfast and networking ~ 9:00-4:30 pm: Sessions
COST: Members: $100.00 Non-Members: $125.00 (+ HST)

REGISTRATION AT CURRENTLY AT CAPACITY! Spaces may become available; to be added to the wait list, please email Liz Dempsey at

Leadership Skills for Fundraising Professionals - Schedule

9:00 am - 9:45 am ~ Assessing Your Leadership Skills: Understand Your Strengths and Unlock Your Hidden Potential

Your leadership journey begins with an assessment of your current talents and skills. Where are you excelling and in what areas could you improve? What are the qualities needed to lead and what are the qualities that hinder success? Hear about the key characteristics of influential leadership and engage in a self-assessment exercise that will help you design your roadmap to excellence.

Learning Outcomes:

  • Understand the qualities that contribute to high-performing leadership
  • Assess your current skills to leverage your strengths and tap into your leadership potential
  • Create an action plan to fill gaps in your leadership abilities

10:00 am - 11:30 am ~ HR Tools for Fundraising Professionals: Hiring and Managing for Success

Making a transition to manager is a significant step for any fundraising professional. Indeed, growing into a leadership role takes a baseline set of skills that starts with having the right talent on your team. Yet managers are not always equipped with the required HR-related training. This gap becomes all the more urgent when it comes to hiring, onboarding and evaluating employees, particularly in today’s environment where employee turnover continues to be a challenge. This session will provide you with the tools and tips you need to thrive when hiring, onboarding and evaluating employees. Whether you are currently managing a team or looking to secure a management role, discover how to cultivate HR skills essential to identifying and stewarding the next generation of leaders in your organization.

Learning Outcomes:

  • Hiring for success: What skills, qualities and values should you look for in a new employee?
  • Fine-tuning your interviewing skills, including the most effective questions to ask, elements to look for in a potential hire, and identifying the right “fit” for your organization’s culture
  • Effective onboarding: setting the stage for success
  • Managing your new hire’s performance: setting expectations, measuring results, and delivering effective feedback. What differentiates high performers from high potentials? And how can you as a manager support the journey to high performance?

11:30 am – 12:30 pm ~ Breakout Groups

12:30 pm - 1:30 pm ~ Luncheon

1:30 pm - 2:45 pm ~ Boost Your Financial Literacy – Key Concepts to Enhance this Must-Have Leadership Skill

As a manager, it is critical to gain sufficient financial proficiency to meet the evolving needs of your organization. This session will help you increase your understanding of financial statements, accounting principles and innovations in budgeting and forecasting. By boosting your financial literacy, you will be able to think more strategically, drive performance and make better decisions as a manager and fundraiser.

Learning Outcomes:

  • Understand how to read and interpret financial statements
  • Get the latest developments in budgeting and forecasting
  • A guide to fundraising and administrative disclosures

2:45 pm - 4:30 pm ~ Lead Like a Coach: Coaching Essentials for Fundraising Leaders

As a non-profit leader, you need to excel at frontline work and managing your team. Often it can feel like you are being squeezed between these competing priorities. Coaching is now well established as one of the most important competencies for maximizing and sustaining individual and team performance. The return on investment on coaching is well documented with major improvements in employee morale, effectiveness, and retention. During this workshop, we will focus on practical skills and techniques to help you create a coaching culture within your team. You will learn to lead like a coach by practicing essential skills – curiosity, listening, and intuition - and receiving feedback. Finally, participants will work together to create coaching toolkits for various management scenarios, such as prioritization, accountability, and feedback. These toolkits will ensure you can return to your organization ready to put your learning into action.

Learning Outcomes:

  • Understand how a coaching culture can serve your organization
  • Practice essential coaching skills – curiosity, listening, intuition – and receive feedback
  • Explore how to use open-ended questions to create a culture of accountability and learning
  • Create toolkits that allow you to put this learning into action with your team

4:30 pm ~ Seminar Adjourns

Approved for 6.25 points

Janice Cunning, ACC, CPCC

Executive Coach & Trainer

Fundraising Leadership

Janice Cunning is a certified coach and facilitator with 17 years of experience as a fundraiser. Janice was a Senior Consultant at KCI where she provided coaching to leading prospect research departments with a focus on strategic planning, teamwork, and communication. Janice is passionate about partnering with fundraisers to help them create an inspired vision that transforms lives. She has coached senior leaders at institutions across North America and worked with fundraising teams at United Way Toronto & York Region, TGWHF, and Camp Oochigeas. Janice has served on the boards of APRA-Canada, APRA, and the International Coach Federation – Toronto Chapter.

Tara George, BSc, BEd, MBA

Senior Vice President & Lead Search Consultant

KCI (Ketchum Canada Inc.)

Tara has led or played a key role in more than 320 searches during her 10 years with KCI. These have including CEO searches and other C-suite searches, plus senior fundraising, alumni, marketing communications, and advancement services searches for a wide variety of healthcare organizations, hospital foundations, universities, and other not for profit organizations.

Beyond her executive search work, Tara focuses on organizational development issues, helping clients to define their staffing needs, organizational structure, and recruitment, retention and succession strategies. As a Senior Vice President with KCI, Tara also serves as an internal advisor and consultant for colleagues who focus in other KCI practices areas.  Tara’s outstanding strategic thinking and project management skills, superb communication abilities, and solid business acumen allow her to deliver exceptional services to both clients and candidates. 

A highly respected professional with extensive networks across Canada and around the globe, Tara is a committed volunteer and passionate advocate of the social profit sector. Tara has served in a variety of volunteer leadership roles including on Providence Health Care’s Strategic Planning Sub-Committee and Awareness Sub-Committee. An in-demand speaker, Tara has spoken at numerous professional organizations, including the Association for Healthcare Philanthropy (AHP), and Association of Fundraising Professionals (AFP).

Tara holds a Masters of Business Administration (McMaster University), a Bachelor of Education (University of Toronto), and a Bachelor of Science (University of Guelph). She has also completed the Institute of Corporate Directors Not for Profit Governance Essentials course.


David Hutchinson


Hutchinson Group Inc.

Since entering the executive search field in 1997, David has successfully placed senior-level candidates with a broad spectrum of organizations in the charitable sector. He is also sought out as a source of information for those interested in a career in the not for profit sector. Well connected, David builds relationships with a long-term view for the advantage of clients and candidates alike.

A certified consultant in The Birkman Method®, David is also pursuing training as a Leadership Coach. His involvement in the not for profit sector manifests itself in his personal and professional life. With over a decade of experience in Board governance roles, David continues to serve as a volunteer Board member in the sector. He is a member of the Network of Nonprofit Search Consultants and the Association of Fundraising Professionals (Toronto Chapter).

Paul Joakim

Senior Manager

Grant Thornton LLP

Paul is a Senior Manager at Grant Thornton LLP and has over a decade of assurance and business advisory experience in a diverse client base with a focus on charities and not-for-profits organizations. Having graduated from the University of Western Ontario in 2005, specializing in Biology, he re-focused his attention to the accounting world and successfully attained his professional designation in 2010. Paul works with charities and not-for-profit organizations to complete the annual audit requirements as well as providing advisory services on a range of topics including; risk management, internal controls and HST.