April 29 – May 1, 2017
Calgary, Alberta

 

Education Program


 Full Preliminary Program

 CFRE Tracker

Saturday, April 29, 2017

8:00 AM – 4:00 PM


AHP Development Primer: A Workshop on the Fundamentals of Health Care Development
This fast-paced, one-day fundamental workshop is designed for those who are new to the profession. This introductory workshop reviews major areas of development, including: major, planned and annual giving; capital campaigns; policies; finance; marketing; and many other topics. The workshop is highly recommended for those new to development, support staff and board members. It’s a must to gain a broad understanding of health care development. Course fee includes the all-day workshop, the comprehensive Primer CD and notes with the valuable resources, and continental breakfast and lunch.

8:00 AM – 4:00 PM


The Advanced Course in Health Care Fundraising
Specially designed for development pros with five or more years’ experience. The AHP Advanced Course is an intensive one-day program that provides a quick, comprehensive overview of fundraising principles for health care development professionals who have five or more years’ field experience. Course content is organized around the CFRE exam and can assist development professionals in preparing for the CFRE of FAHP examinations. Participants review the core competencies outlined in the CFRE knowledge areas. Course fee includes the workshop, workbook and continental breakfast and lunch. 
 

Sunday, April 30, 2017

10:00 AM – 11:15 AM

Impacting Positive Relationships with Raiser's Edge
 Presentation Handout
Professional Pathway: Baseline (0-5 years/CFRE)
Raiser's Edge/NXT is the most popular fundraising database in the world because of it's power to be a relational system both with it's information tracking and how you can use it. Are you making the best use for your donor relation tasks? Are you taking advantage of the 6 degrees of Raiser's Edge? Are all your moves and interactions being tracked accurately?
Speaker(s): 
Jeff Gignac
President and Chief Solution Architect
JMG Solutions

Dwayne P. DiPasquale
Director, Advancement
Mackenzie Health Foundation  

Achieve Donor & Government Traction: The Power of Phasing and Implementation
 Presentation Handout
Professional Pathway: Executive (CDO)
Great fundraising depends on a compelling case, engaged Board members and other fundraising volunteers, and focused staffing. We’ll discuss how University Hospital Foundation’s Brain Centre Campaign has gone past its initial goal of $35 M ($41 M and still moving forward). And, we’ll add the transformation aspect of the campaign – using phasing, implementation, and volunteer leadership to tell our story to other prospective donors and government (at both the health system and provincial levels).
Speaker(s):
Tom Wilson
Vice President
Campbell & Company

Joyce Mallman Law
President
University Hospital Foundation

Transformational Use of Donor Needs Research in Fundraising
Professional Pathway: Practitioner/Specialist (8+ years)
Do you have a mid-level donor program that is actually changing the conversation with donors and demonstrating significant growth? Do you really know what mid-level donors need and want from your organization? Are you meeting those needs? This session will share how the Toronto General & Western Hospital Foundation is changing the conversation through building an understanding of what mid-level donors need and how they want to be treated. What might be possible for your organization? Come to this session and find out!
Speaker(s):
Kimberley Blease
Vice President, Client Relationships & Donor Journey Champion
Blakely

Benchmarking: Overview of Report on Giving Canada
 Presentation Handout
Professional Pathway:  Practitioner/Specialist (8+ years), Executive (CDO)
Attend this session to hear a high-level overview of the results of this year’s Report on Giving for Canada. Overall industry metrics will be shared, as well as deep dives by type of institution, staffing levels, and revenue sources. 
Speaker(s):
Jory Pritchard-Kerr, FAHP, CFRE
Executive Director
Collingwood General & Marine Hospital Foundation

Steven W. Churchill, MNA
President and CEO
Association for Healthcare Philanthropy

Sunday, April 30, 2017

11:30 AM – 12:45 PM

The 16 Essentials: What Truly Matters in Doing Great Legacy Fundraising
 Presentation Handout
Professional Pathway: Baseline (0-5 years/CFRE)
Fraser Green has been obsessed with legacy giving since he started polling them in 2003. No other Canadian has done more polling and focus group research to peek inside the mind of the legacy donor. Over the past 14 years, Fraser has learned many lessons about what works and what doesn’t in the quest to persuade supporters to make bequests. Join Fraser for this wisdom-packed hour, and learn what really matters in doing great legacy gift fundraising.
Speaker(s):
Fraser Green
Chief Strategist & Smartypants
Good Works

Trust and Transparency: Accreditation Matters
 Presentation Handout
Professional Pathway: Executive (CDO)
How does your organization meet current expectations of good governance, transparency, and accountability? Government, donors, funders, and the general public are increasingly demanding higher levels of transparency and accountability from charities and nonprofits. Trust is the foundation for what matters to charities and nonprofits, their stakeholders, and those who support them. The goals of the Standards Program are to increase the transparency of charities and nonprofits in these areas, and to strengthen public confidence in individual organizations and the sector as a whole. Accreditation through Imagine Canada's national Standards Program is a rigorous third-party peer-reviewed process that helps you demonstrate to funders and donors that you are operating in a transparent manner and trust in your operations is well founded. In this session, you'll learn about the basics of the Standards Program, including the pros and cons of pursuing accreditation; hear firsthand from successful applicants about the challenges and benefits of achieving accreditation; and learn what's in place to help strengthen current practices and assist you through the accreditation process.
Speaker(s):
Dr. Cathy Barr
Vice President, Mission Effectiveness
Imagine Canada

Melanie Adams
President & CEO
Queensway Carlton Hospital Foundation 

The Seven Deadly Sins of Sponsorship
 Presentation Handout
Professional Pathway: Practitioner/Specialist (8+ years)
In this session we will uncover seven of the most common mistakes made in sponsorship and corporate fundraising that are costing you money. Learn the art of prospecting, valuation, sponsorship proposals, activation and fulfillment and how to avoid the pitfalls that cause your prospects to throw your proposals in the trash. Chris will share best practices, templates, strategy and sponsorship horror stories that you won’t believe. You will leave this session knowing exactly what to change to start raising more corporate dollars immediately.
Speaker(s):
Chris Baylis
President and CEO
The Sponsorship Collective


Sunday, April 30, 2017

2:00 PM – 3:15 PM

Baby Steps: Running a Smart Planned Giving Program off the Corner of Your Desk
Presentation Handout
Professional Pathway: Baseline (0-5 years/CFRE)
Planned giving is just one of those things that everyone agrees is important – but it’s never urgent  Time is short. Budgets are tight. Can you actually accomplish something worthwhile with your planned giving program on a shoestring? Of course you can!  Join Fraser and Jessie-Lee as they share 12 solid, practical and SIMPLE tips about how you can do small and easy things that will actually grow revenues in a big, big way.  

Speaker(s):
Fraser Green
Chief Strategist & Smartypants
Good Works

Jessie-Lee Wallace
Philanthropic Counsel
Good Works  

How to Mitigate the Issues of Stress, Low Productivity and Staff Turnover
 Presentation Handout

Professional Pathway: Executive (CDO)
The issues of stress, productivity and staff turnover has decimated opportunity for many charities. Busy time eats away at your ability to steward donors in a rush to meet funding requirements. Development staff come and go, the whirlwind just continues. We have a solution which offers respite and enables you to take back control of your time and resources to meet or surpass funding goals, reduce unnecessary stress and evolve into a high performance team.
Speaker(s):
Sharron Batsch
Partner
Batsch Group Inc

Not-for-profit Martyrs: Avoiding the Workaholic Trap
 Presentation Handout
Professional Pathway: Executive (CDO)
In this session we’ll have an honest conversation about our industry’s work ethics, how it’s holding us back from success, and what we can do about it. Jenny’s 5 rules for reformed not-for-profit martyrs will help you lean into your role as Chief Visionary Officer.  By the end of the session, you’ll understand how to implement these rules into your daily schedules so that you can stop being a workaholic, and start being an overachiever.
Speaker(s):
Jenny Mitchell, CFRE
Chief Visionary Officer
Chavender

 

Overcoming Recruitment Challenges: Seeing the Person Behind the Resume
 Presentation Handout
Professional Pathway: Practitioner/Specialist (8+ years)
Strategies for recruiting fundraising professionals are critical to the success of our organizations. How can you broaden your recruitment base by tapping into knowledge of current hiring trends and best practices.
Speaker(s):
Sylvia Kadlick, CFRE
Senior Search Consultant
KCI

Christoph Clodius
Vice President, Search Practice
KCI 

Sunday, April 30, 2017

3:30 PM – 4:30 PM
Education Round Table Discussion
Join your colleagues at an interactive, small discussion group to exchange techniques, discuss challenges and share ideas. Topics are being selected from your feedback! The AHP Convene Canada committee is aiming to make this year’s conference more engaging and responsive to what our members want to learn more about. 

 

Monday, May 1, 2017

9:30 AM – 10:45 AM

Leadership: A Need for Developing a Growth Mindset
 Presentation Handout
Professional Pathway: Executive (CDO)
As leaders we are increasingly called upon to be the master of all trades. Many of us find our way into leadership roles where we really are expected to excel in finances, human resources, stakeholder engagement, policy and political engagement, and most importantly crisis management. By looking at how a growth mindset enables you to shine regardless of the challenges that you will inevitably face, we need to be clear about what makes up a growth mindset and how can you learn and adopt characteristics that will strengthen how you perform. Some say that leaders make or break organizations and I say, having an organizational leader with a growth mindset is absolutely the key to thriving in today's competitive and noisy environment! In this session, we're going to talk about what makes up a growth mindset, how do you foster an environment that promotes this within each team member, and how do you turn those who have a fixed mindset into one that has a better chance of reflecting growth mindset characteristics!
Speaker:
Veronica Carroll, MBA, CFRE
CEO
Children's Health Foundation of Vancouver Island

What Every Board Member Should Know About Health Care Fundraising
 Presentation Handout
Professional Pathway: Executive (CDO)
So, you’ve joined a foundation or fundraising Board but you’re not quite clear what you are supposed to be doing. You have lots of questions but might be embarrassed to ask your fellow Board members or organization staff. Well, this is the session for you. We’ll start by providing you with all the important information you need to be both an effective Board member and volunteer fundraiser. We’ll show you important metrics to measure effectiveness and help you understand where your skills can best be used. The “teaching” session will be followed by a facilitated hour to discuss what’s on your mind. This session is applicable to both volunteers and new executive leaders who want to learn how best to work with and utilize the skills of your Board.
Speaker(s):
Jory Pritchard-Kerr, FAHP, CFRE
Executive Director
Collingwood General & Marine Hospital Foundation

Suzanne Bone, FAHP
President and CEO
The Foundation of Guelph General Hospital 

Making the Case for Bold Campaigns
 Presentation Handout
Professional Pathway: Practitioner/Specialist (8 +years)
A holiday appeal that asked the community to donate to an education fund for emergency department residents ended up being discussed in the Ontario legislature. In this lessons learned, case study styled session join the Grand River Hospital Foundation to find out how we dealt with political and media attention while raising a record amount of money.  We declared this campaign a winner in all the ways that matter: fundraising, communications and community engagement.
Speaker(s):
Tracey Bailey, CFRE
President and CEO
Grand River Hospital Foundation

Monday, May 1, 2017

11:00 AM – 12:15 PM

Who Says a Charity Can’t be a Performance Brand?
 Presentation Handout
Professional Pathway: Practitioner/Specialist (8 +years)
SickKids Foundation CEO Ted Garrard will share the story of how and why SickKids has evolved its brand strategy to become one of Canada’s top five brands and multiple recipient of awards for some of the best creative work in Canada and internationally.  He will share how the brand strategy was integrated across all of the Foundation’s fundraising programs, digital platforms, how earned media was used to further leverage reach and awareness,  how the campaign has reached new audiences and driven new donations. 
Speaker(s):
Ted Garrard
President and CEO
SickKids

How's that Relationship Working Out for You?
 Presentation Handout
Professional Pathway: Executive (CDO)
Description: Many hospital foundation leaders report that the relationship with their hospital is what keeps them awake at night.  How's that relationship working out for you? Do you take one another for granted? Do you communicate well with one another? Do you have a mutual, shared commitment to philanthropic success? Reflecting on feedback from the field and a best practice model for the ideal relationship developed over the last decade, learn what others are doing that creates an environment for fundraising success.
Speaker(s):
Michelle Campbell, FAHP
President and CEO
St. Joseph's Health Care Foundation

Marnie Spears
President and CEO
KCI Ketchum Canada

Health Care is for Everyone – and So is Philanthropy
 Presentation Handout
Professional Pathway: Baseline (0-5 years/CFRE)
Building relationships with community groups and individuals outside your usual networks is not easy. We may have a hard time getting comfortable with people who are very unlike ourselves. Meeting people on their home turf takes us out of the context we know and can help tear away assumptions we don’t even know we have about who is philanthropic and why they are philanthropic. As a representative of Hamilton Health Sciences Foundation, I learned many lessons by becoming involved with the drag community across our Local Integrated Health Network. They taught me a lot about what charity and fundraising mean to people who really want to make a difference, but aren’t typically seen as philanthropic or even welcomed by the mainstream non-profit sector.  My lessons are not uniquely about drag queens and kings; they are fundamental insights into how we can work with almost anyone who has charitable motives no matter what their path in life. 
Speaker(s):
Colleen J. Cowman, PhD
Director, Development
Hamilton General Hospital Foundation