Independent Schools Summit

January 23-25, 2019

Hotel Grand Pacific
463 Belleville Street
Victoria, BC

Summit Registration
Member: $375
Potential member: $425


Gold Sponsor:

Offord Group PearTree PearTree




Early Bird Registration
(applies to members & potential members)

Register before November 1, 2018 and receive a 10% discount by entering the discount code EARLYISS   

Top value for your team!
(applies to members only)

Take advantage of the CCAE Group Package by registering 5 or more team members from your school and save of 15%. To access the group package rate, enter in discount code ISS5PLUS.

*Discounts cannot be combined. For questions, contact

Optional school visit:
Wednesday January 23 | 12pm-2pm
Glenlyon Norfolk School
1701 Beach Drive, Victoria, BC

Member/Non-Member: $35 + tax

Add extra value to your trip to Victoria and register for the optional school visit: 

  • See the energy and excitement of another school’s campus 
  • Discover how donors have contributed to the school’s success and infrastructure
  • Gain new perspectives and connect them to possibilities for your own institution

CCAE encourages you to tour the spectacular ocean front junior campus of Glenlyon Norfolk School. Gain exposure to how this school inspires its students and aims to develop them into citizens of outstanding character who will contribute to the world through their leadership, commitment to service, and understanding that we are all responsible for the future of our communities.


Wednesday January 23rd

11:45 a.m. - 12:00 p.m.

Summit Registration for School Visit Attendees

12:00 p.m. - 2:00 p.m.

Optional School Visit at Glenlyon Norfolk School *Limited spots available

12:30 p.m. - 3:00 p.m.

Registration opens

3:00 p.m. - 4:00 p.m.

Opening Plenary
Jim Fleck in conversation with UTS Principal, Rosemary Evans
Jim Fleck. C.C., Board of Directors, University of Toronto Schools
Rosemary Evans, Principal, University of Toronto Schools

4:00 p.m. - 5:00 p.m.

Birds of a Feather Session
Get ready to chat! Meet your colleagues, discuss challenges, successes and everything in between!

6:00 p.m.

Opening Cocktail
Keep the networking going into the evening with the official opening Meet 'n' Greet.
Each registered attendee will recieve a complimentary beverage coupon and light hor d'oeuvres will be served



Thursday January 24th

8:15 a.m. - 9:15 a.m.

Summit Registration
Breakfast sponsored by Offord Group

9:15 a.m.- 10:15 a.m.

Plenary Session: The Four Pillars of Donor Relations
Lynne Wester, Donor Relations Guru

10:15 a.m. - 10:45 a.m


10:45 a.m. - 11:45 a.m.

Social Media and Donor Relations, a Strategy for Success!
Lynne Wester, Donor Relations Guru

Building wealth with Prospect Research

Karla Benson, Manager, Prospect Research & Strategy, University of Victoria

11:45 p.m. - 12: 55 p.m.

Lunch sponsored by Peartree Financial

1:00 p.m. - 2:00 p.m.

How UTS brought staff giving from 33% to 100% in 28 days!
Martha Drake - CFRE, Executive Director, Advancement, University of Toronto

Engaging Alumni

2:00 p.m. - 2:15 p.m.


2:15 p.m. - 3:15 p.m.

Fundraising in China; a deeper dive
Laura Edwards - Executive Director, Advancement, York House School

Shape a Culture of Storytelling
Jennifer J. Pawluk - Communications Specialist, Balmoral Hall School

3:15 p.m. - 3:45p.m.


3:45 p.m - 4:45p.m

Communications & Strategic Messaging
Panel Discussion: Exploring different capital campaign funding models
Greg Reid - Executive Director of Advancement and President of the SAC Foundation, St. Andrew's College.



Friday January 25th

8:00 a.m. - 8:45 a.m.

Breakfast sponsored by Offord Group

9:00 a.m. - 10:00 a.m.

Strathcona-Tweedsmuir School Inspiring Possibilities Campaign—Developing a culture of philanthropy from one of transactional to a relationship based in a community with periodic giving history
Caroline Banadar - Director of Advancement, Strathcona-Tweedsmuir School

80-20 Rules: Prioritizing with Clarity
Angela Dudek - Executive Director for Advancement, St. John's School.
Ben Fitch - Director of Advancement, Little Flower Academy.

10:00 a.m. - 10:15 a.m.


10:15 a.m.- 11:15 a.m.

Redefining your School's recognition policies. Is it time?
Christina Barwinsky - Director of Advancement, St. John's-Ravenscourt School

Untapped potential: tools for building your planned giving program
Sara Neely - Director, Philanthropic Services, The Victoria Foundation

11:15 a.m. - 11:30 a.m.


11:30a.m. - 12: 30 p.m.

Closing Keynote: Moving Beyond Fundraising to Forge Strong Partnerships
Tim Cormode, Executive Director and Founder of Power To Be

12:30 p.m.

Summit Close and Boxed lunch

National Partners