Congress

Past Presentations and Handouts

Sessions By Category

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Practical
Green LEVEL sessions are of general interest and are open to all. Choose green if you are new to fundraising, want to learn more about an area that’s unfamiliar to you, or want a comprehensive overview of a particular topic.
Experienced Practitioners
Yellow LEVEL sessions offer more advanced instruction. They are ideal if you have several years of fundraising experience and are looking to enhance your skills and knowledge in a specific area.
Experts and Leaders
Red LEVEL sessions are for professionals at a senior level. They are an excellent forum if you are a seasoned fundraiser with ten or more years of experience.

Dates:

Monday, November 30
Tuesday, December 1
Wednesday, December 2

Monday, November 30
10:30AM - 12:30PM

G-01

From Vision to Reality: Building Your Fundraising Program From the Ground Up and Loving Your Job at the Same Time!

MacKenzie, Kimberley, CFRE
10:30AM - 12:30PM

G-02

Love Your Donors – Whether They Are 70 or 30

Love, Jen
Love, David
10:30AM - 12:30PM

G-03

So You Think You Can Dance? Finding the Right Steps to Cultivate Lasting Relationships with Major Gift Donors

Bryson, Linda, CFRE
10:30AM - 12:30PM

Y-01

Building Donor Loyalty: Lessons From Research

Sargeant, Adrian, Ph.D.
10:30AM - 12:30PM

Y-02

Courting Corporations: How Do We Develop Volunteer Partnerships and Keep Those Relationships Strong

Gotlieb, Lori
10:30AM - 12:30PM

Y-03

Building a Dynamic Marketing Communications Strategy and Plan

Sommers, Susan
10:30AM - 12:30PM

Y-04

Who and Why: Donor Advised Funds and Private Foundations

Burrows, Malcolm D.
10:30AM - 12:30PM

Y-05

Donor Insights – A Dull Name for Getting the Real Lowdown on What Your Donors Want, Think, Believe and Will Respond To

Grapsas, Jonathon
10:30AM - 12:30PM

Y-06

Building a Successful Fundraising Website - Live Website Review

Hart, Ted, ACFRE, ePMT
10:30AM - 12:30PM

R-01

Cancer Research UK: How the UK’s Largest Fundraising Charity is Tackling the Credit Crunch

Farthing, Paul, F IDM
10:30AM - 12:30PM

R-02

Creating the Best Board

Joyaux, Simone P., ACFRE
2:00PM - 3:30PM

G-04

From Collecting to Collaborating: The Non-Profit Message for a New Economy

Pelosi, Peggie
Pelosi, Michael
2:00PM - 3:30PM

G-05

Working Through Sticky Questions

Rosenfield, Ann, CFRE
2:00PM - 3:30PM

G-06

Social Networking and Online Fundraising Success

Hart, Ted, ACFRE, ePMT
2:00PM - 3:30PM

Y-07

The Legal Track: Keeping Fundraisers in the Know – Part 1

Carter, Terrance, LL.B.
Hoffstein, M. Elena, MA, LL.B.
2:00PM - 3:30PM

Y-08

Major Gifts: We Need Them and Want Them, But How Do We Really Get Them?

Hanson, Nisia
2:00PM - 3:30PM

Y-09

Footprints and Fundraising

Pratt, Bill, CFRE
2:00PM - 3:30PM

Y-10

Reliable Fundraising in Unreliable Times

Klein, Kim
2:00PM - 3:30PM

Y-11

Powerhouse Case Statements

Ahern, Tom, ABC
2:00PM - 3:30PM

Y-12

Crisis Management on All Levels – How to Navigate Your Way Through and Beyond the Tough Times

Fredricks, Laura, JD
2:00PM - 3:30PM

R-03

It’s All About to Change: How Important Trends Are Driving Philanthropy In New Directions

Nichols, Judith, Ph.D., CFRE
2:00PM - 3:30PM

R-04

How to Reach into Diverse Populations and Engage Them in Your Organization

Else, Patricia
4:00PM - 5:30PM

G-07

Cultural Competence: Your Success Depends On It

Grange, Hamlin
4:00PM - 5:30PM

G-08

Constituent Relationship Management (CRM) for the Small Shop

Gignac, Jeff, CFRE, ePMT
4:00PM - 5:30PM

G-09

The End of the Road for the Word “Sponsorship”: Will You Evolve or be Forgotten?

Colterman, Bernie
4:00PM - 5:30PM

Y-13

The Legal Track: Keeping Fundraisers in the Know – Part 2

Hoffstein, M. Elena, MA, LL.B.
Carter, Terrance, LL.B.
4:00PM - 5:30PM

Y-15

Major Gift Fundraising: For Those That Don’t Do It, But Want to and for Those Who Want to Do It Better

Myers, Tony, LL.B., MA, CFRE
4:00PM - 5:30PM

Y-16

Stewardship: The Best Tool for Creating a Secure Future

Sprinkel Grace, Kay
4:00PM - 5:30PM

Y-17

How Tweet It Is to Have a Friend Like You: Friendraising in the Age of Facebook, Twitter, YouTube and Whatever Else It Is That Just Came Out Yesterday

Noble, Nicci
4:00PM - 5:30PM

Y-18

The Art, Design and Communication of Donor Recognition: Designing Integrated and Accountable Donor Recognition

Murphy, Rick
Hutchinson, Molly
Bugdale, Mark
4:00PM - 5:30PM

R-05

What Brand Means to Non-Profits in a Changing World

Middleton, Alan C., Ph.D.
4:00PM - 5:30PM

R-06

Harnessing the Power of the Internet – Web 2.0 Trends and Innovations

Croth, Steve, MBA
Beckett, Elissa, MBA, CFRE
Tuesday, December 1
9:00AM - 12:30PM

G-10

Planned Giving: You Can Do It!

Nazareth, Paul
9:00AM - 12:30PM

G-11

WWW: Wonderful, Wacky World of Internet Fundraising

Noble, Nicci
9:00AM - 12:30PM

G-12

The Joy of Donors – How Delighting Individual Supporters Can Delight You Too – and Raise Shed-loads of Money for Your Cause

Triner, Sean
9:00AM - 12:30PM

Y-19

BOOMERS, BUSTERS, BOOMLETS: Marketing to Post World War II Audiences

Nichols, Judith, Ph.D., CFRE
9:00AM - 12:30PM

Y-20

Integrating Campaigning and Fundraising

Ruderham, Ruth
9:00AM - 12:30PM

Y-21

Stop the “Guessing Game”: Start Demonstrating Value to Your Corporate Partners and Prospects

Colterman, Bernie
9:00AM - 12:30PM

Y-22

How to Raise $50,000 in Six Weeks

Klein, Kim
9:00AM - 12:30PM

Y-23

ALL Things Possible: Bringing Your Board on Board to Raise More Money

Hanson, Nisia
9:00AM - 12:30PM

Y-24

Tackling the Challenges and Embracing the Opportunities for Fundraising in the Upcoming Decade

Fredricks, Laura, JD
9:00AM - 12:30PM

R-07

Become an INFLUENCER! The Ability to Change Hearts, Minds and Behaviour

Palmer, Jill, CFRE
Shanks, Pamela, CFRE
9:00AM - 12:30PM

R-08

Building a Profitable Social Media Ecosystem

Pate, Will
Singer, Eli
2:00PM - 3:30PM

G-13

Integrating Diversity as a Strategic Priority: The Benefits for Fundraising at the YMCA of Greater Toronto

Hur, Selene
Joyner, Mridula, CFRE
Akerewusi, Midé
2:00PM - 3:30PM

G-14

Getting Everyone on the Bus: Building a Culture of Philanthropy in Social Services and Other Government-Funded Organizations

Spencer-Brown, Shanan, MSW, CFRE
2:00PM - 3:30PM

G-15

Direct Response Copy: The Good, The Bad and The Ugly

Swiridjuk, Sonya, CFRE
2:00PM - 3:30PM

Y-25

Strategic Case Development – A Raising Hope Case Study

Hoffer, Patricia
Comuzzi, Debbie
2:00PM - 3:30PM

Y-26

CRA’s Fundraising Guidelines – Legal, Ethical and Practical Issues

Blumberg, Mark, LL.B., LL.M., TEP
2:00PM - 3:30PM

Y-27

Mentoring Left, Right and Up

Pratt, Bill, CFRE
2:00PM - 3:30PM

Y-28

The Failsafe Do-It-Yourself Donor Communications Audit

Ahern, Tom, ABC
2:00PM - 3:30PM

Y-30

Keep Your Donors: Building Profitable Relationships That Last

Joyaux, Simone P., ACFRE
2:00PM - 3:30PM

R-09

Philanthropy is so… 20th Century!

Duschinsky, Jon
2:00PM - 3:30PM

R-10

Ethical Decision-Making in Difficult Times vs. Situational Ethics

Lister, Dianne, LL.B., CFRE
4:00PM - 5:30PM

G-16

Developing a Fantastic Fundraising Brand

Ruderham, Ruth
4:00PM - 5:30PM

G-17

Building Community and Compliance Step by Step with Digital Tools

Hayes, Mary, MA, M.Ed.
4:00PM - 5:30PM

G-18

Email Writing Workshop: Enhance Customer Service and Increase Professionalism

Mayhew, Bruce
4:00PM - 5:30PM

Y-31

Major Campaigns – Tough Economies

Myers, Tony, LL.B., MA, CFRE
4:00PM - 5:30PM

Y-32

How to Manage Communications in a Crisis

Veenema, Pearl, FAHP
MacCarthy, Neil
Beckett, Elissa, MBA, CFRE
4:00PM - 5:30PM

Y-33

Leadership 2020: Re-framing the War for Talent

George, Tara, MBA, CFRE
4:00PM - 5:30PM

Y-34

Major Gifts – Relationship Building at Its Best!

Horvath, Susan, CFRE
4:00PM - 5:30PM

Y-35

Passionate Philanthropy – A Fundraiser’s Ten Best Practices

Green, Fraser, CFRE
4:00PM - 5:30PM

Y-36

Board Transformation – Developing a World-Class “Giving and Getting” Board

Osborne, Karen E.
4:00PM - 5:30PM

R-11

Lessons From a Decade of Fundraising in a Volatile Global Economy

Sprinkel Grace, Kay
4:00PM - 5:30PM

R-12

Philanthropic Psychology: New Thinking and New Ideas

Sargeant, Adrian, Ph.D.
Wednesday, December 2
9:00AM - 11:45AM

G-19

Thinking Before Doing: Developing Fundraising Strategies to Meet Your Goals

Bailey, Zak, CFRE
9:00AM - 11:45AM

G-20

TBA
9:00AM - 11:45AM

G-21

Fundraising Fiasco or Marketing Miracle? Building Brand Loyalty With Special Events

Young, Denny, MA, CFRE
9:00AM - 11:45AM

Y-37

Change Management: Managing People and Organizations Through Change

Archer, Ron, Ph.D.
9:00AM - 11:45AM

Y-38

Legacies From Across the Pond – What Can Canadian Causes Learn From Legacy Marketing in the UK and the Rest of Europe?

Farthing, Paul, F IDM
9:00AM - 11:45AM

Y-39

Seriously Good Innovation… in Practice!

Duschinsky, Jon
9:00AM - 11:45AM

Y-40

Moves Management: An Introduction to Donor-Centred Techniques for Major Gift Fundraising©

Mallabone, E. H. Guy, MA, CFRE
9:00AM - 11:45AM

Y-41

25 Take-Aways to Kick Start Multi-Channel Fundraising in Your Non-Profit

Johnston, Michael
McKinnon, Harvey, CFRE
9:00AM - 11:45AM

Y-42

Governance Needs in Ontario’s Non-Profits

Armour, Cynthia, CFRE
9:00AM - 11:45AM

R-13

Surviving and Thriving in an Era of Public Scrutiny: Responding to the Cost of Fundraising Issue

Wong, Stewart
Mayhew, Ken
9:00AM - 11:45AM

R-14

Leading Your Organization to a Culture of Philanthropy and More Major Gifts

Osborne, Karen E.

Sessions By Category

Monday, November 30

G-01

G-02

G-03

Y-01

Y-02

Y-03

Y-04

Y-05

Y-06

R-01

R-02

G-04

G-05

G-06

Y-07

Y-08

Y-09

Y-10

Y-11

Y-12

R-03

R-04

G-07

G-08

G-09

Y-13

Y-14

Y-15

Y-16

Y-17

Y-18

R-05

R-06

Tuesday, December 1

G-10

G-11

G-12

Y-19

Y-20

Y-21

Y-22

Y-23

Y-24

R-07

R-08

G-13

G-14

G-15

Y-25

Y-26

Y-27

Y-28

Y-29

Y-30

R-09

R-10

G-16

G-17

G-18

Y-31

Y-32

Y-33

Y-34

Y-35

Y-36

R-11

R-12

Wednesday, December 2

G-19

G-20

G-21

Y-37

Y-38

Y-39

Y-40