Professional Learning Archives
CCAE COVID-19 Webinar Series
2019-20 CCAeLearning Webinars
May 27, 2020 @1 p.m. EDT: Donor-centric Proposal Writing in a Post-Pandemic World
When communicating with prospective donors, success hinges on your ability to articulate a compelling vision that meshes with the donor’s needs, interests, and passions. This is especially true when writing a proposal.
Understanding the donor’s needs – and communicating that understanding – will be even more important in the post-pandemic world, when shifting realities and competing priorities will create new challenges in donor communication.
In this webinar, you will learn how to write a proposal that maximizes both your ability to inspire the donor on a personal level and your chances for success.
- Guiding principles of donor-centricity
- Centering questions to put you in the donor-centric mood
- A few simple focus shifts to make your language more donor-centric
- Putting it all together: The components of a successful proposal and how to create them
Deborah Melman-Clement, Senior Development Writer, Queen’s University
Deborah Melman-Clement has spent the last three decades working as a writer, editor, communications consultant, and writing coach.
For the last five years, she’s been coordinating the Development Writing Service for Queen’s University’s Office of Advancement, where she writes proposals, cases for support, and other donor-centric materials that have raised more than $100 million for the university.
When she’s not behind her desk, you can usually find Deborah chasing after a ball, either on the tennis court or the soccer pitch.
April 23, 2020 @1 p.m. EDT: How the University of Alberta quadrupled the amount of pageviews of its news stories in three years
The presentation will examine the strategy and tactics used to achieve these results. Specifically, I will discuss the following; the ever changing media landscape that has made it increasingly difficult over time to deliver the institution’s story to a wide audience; the opportunity the Internet and social media provide us to reach a much wider audience directly; an overview of our brand journalism program, including the journalistic tactics used; the strategy and tactics used to successfully implement the change management strategy; how we use brand journalism to manage issues and influence the narrative by external media; and the lessons we learned along the way.
- How to make an effective business case for brand journalism
- The strategies and tactics used to implement the brand journalism model
- The components that go into a change management strategy to implement this model
Michel Proulx, Executive Director, News and Media Relations, University of Alberta
Michel has more than 25 years’ experience in communications, journalism and public relations. After completing a B.A. in political science and a diploma in print journalism, he worked primarily as a print reporter and editor for a decade. He has spent the last 15+ years in a variety of communications roles, working primarily in strategic communication planning, media relations, issues management and government relations. Most recently, he developed and launched folio.ca, the U of A’s brand journalism site.
February 27, 2020 @1 p.m. EDT: Talent Management in Advancement
The Advancement Talent Management Team at the University of Toronto supports the professional success of advancement staff across the University through onboarding and orientation to our culture and values, professional development to build key skills and competencies, and supporting career aspirations in advancement.
This session will provide an overview of the Talent Management programs at the University of Toronto, current trends in Talent Management, and provide attendees with scalable strategies to support current and future organizational objectives by leveraging talent.
- What Talent Management related programs have been implemented at U of T.
- Trends in Talent Management and key components of effective programs.
- Examples of scalable initiatives that teams can incorporate to increase organizational objectives related by leveraging talent.
Mark Seymour, CHRL, CEBS, Director, Advancement Talent Management, University of Toronto
Mark is an experienced Human Resources Manager with a specialization in Total Rewards.
Tania John Pihl, MA Leadership, Associate Director, Advancement Talent Management, University of Toronto
Tania is an experienced Talent Management and Advancement professional with a background in Fundraising in Higher Education.
January 30, 2020 @1 p.m. EDT: From Refugee to BCIT: working with an outstanding leader
In 2019, BCIT won a CCAE Prix d’Excellence award for their use of video/ film in bringing to life, the story of alumni Moshtagh Mohammadi. Hear about how that video came to be, and how BCIT found success by focusing on building authentic relationships with bursary winners, and young alumni. BCIT will also share some insight on where they go from here as they continue to build out their programming and engagement strategies.
- Attendees will learn about the intentionality of connecting with students of different backgrounds & celebrating them
- The ongoing story of engaged alumni
- An authentic learning experience of working with a story as presented
Ali Siemens, Manager, Alumni Relations, British Columbia Institute of Technology (BCIT)
Ali Siemens is the Manager of Alumni Relations at the British Columbia Institute of Technology. With a passion for building relationships and community, Ali spends her free time volunteering as the Chair of her own alma mater alumni association.
December 5, 2019 @1 p.m. EDT: The practical guide to developing, implementing, evaluating and maintaining a job shadow program that works
UofA Job shadow Week launched in 2009 with a selection of 30 hosts, now 10 years later, over 400 job shadows are offered annually. In 10 years we have learned how to mitigate risks in running the program and empowering students to engage in reflection.
Attendees of this session will learn how Google applications can act as a free online tool for the backbone of program infrastructure.
We will share blueprints for evaluating your program and tactics to overcome expected and unexpected challenges.
- Strategies for recruiting host and students into your program.
- Secrets to making good matches that are win-win-win for hosts, students and the institution.
- Methods for preparing students for their job shadow by delivering engaging training programs.
Amy Roy Gratton, Career Advisor, University of Alberta
Amy Roy Gratton is a career advisor at the University of Alberta specializing in planning and delivering impactful experiential learning and career development programs. Program learning objectives include how to provide students and alumni with the skills, knowledge, attitudes and connections they need to thrive in their careers. Amy graduated from the University of Lethbridge with a Bachelor of Management with Distinction and a bilingual Business Administration Diploma from the Northern Alberta Institute of Technology (NAIT). Amy has delivered many training sessions locally and nationally on career development, the value of mentoring and writing performance reviews.
November 21, 2019 @1 p.m. EDT: The Essential Effect: Developing a collaborative milestone project to celebrate donors
Learning how NAIT’s departments of Advancement and Marketing and Communications collaborated on a milestone project to celebrate the largest fundraising campaigns in the institutions’ history. The project, branded as The Essential Effect: 100 Reasons to Celebrate, harnessed strategic digital storytelling, content marketing and donor stewardship.
- How advancement, marketing and communication professionals can work together to deliver strategic digital storytelling.
- How to identify common goals and ways to measure the project’s success.
- How to develop a systematic plan and process- and identify opportunities to adapt along the way.
Shawna Greer, Communications Specialist, NAIT
Shawna Greer has worked as the Communication Specialist for NAIT’s Department of Advancement for nearly four years. She has more than a decade of experience eworking with advancement in roles supporting prospect research, events, donor elations, alumni relations, annual giving and development.
Bryan Alary, Team Lead, External Communications, NAIT
Bryan Alary has worked in the post-secondary sector for eight years in strategic communications, storytelling and issues management. He’s been NAIT’s Team Lead of External Communications since 2017. Prior to his career in communications, he was a print journalist.
October 10, 2019 @1 p.m. EST: Alumnew: Revitalizing the alumni brand and engagement for new graduates
How do you breathe new life into a word that’s very definition describes a connection with the past? How do you show your newest grads that they’re special? Sheridan College's answer to those questions is Alumnew – a communications campaign that tackled those questions, boosted engagement at our convocation ceremonies, and drove people to our social media channels.
In this session, learn how the Alumnew campaign successfully engaged with new graduates across a variety of communications platforms. You’ll also learn about the challenges we faced when communicating with a diverse population of international students; how we kept Alumnew aligned with Sheridan’s existing branding; and how we capitalized on Alumnew to celebrate our young alumni’s achievements.
- Challenges the Sheridan Alumni team faced to try and engage our graduating students and young alumni.
- How the Sheridan Alumni team used Alumnew to highlight our content that celebrates the accomplishments of our young alumni who are already achieving success.
- How to keep young alumni branding consistent with the institution’s existing and overarching alumni branding.
Jill Scarrow, Manager Advancement Communications, Sheridan College
During the launch of the Alumnew campaign, Jill was Manager, Alumni. Prior to joining Sheridan, she spent nearly a decade working in health-care communications, and as a freelance writer and editor. She holds an MA in Journalism from Western University.
Lesley Dean, Alumni Outreach Coordinator, Sheridan College
Lesley joined Sheridan in 2017; she previously worked at the Toronto Zoo in the Public Relations & Events department for over nine years. She attended Brock University and earned a BA in Recreation and Leisure, and Humber College where she obtained a certificate in Event Management.
September 26, 2019 @1 p.m. EST: The Great Walk to Curve Lake: Joint planning as relationship building
Using the planning process for the Great Walk, a 1735 KM journey form Trent’s Peterborough campus to Curve Lake First Nation, we share tips for relationship building with local First National communities, and ways to meaningfully incorporate indigenous culture and ceremony into events.
- Tips to approach Elders and community to build relationships
- Respectful space-making for ceremony and First National Cultures in events
- Event planning with multiple partners (students, administration, alumni, First Nationals partners)
Alison Scholl, Manager of Community Relations and University Events, Trent University
Alison is the lead on event planning and Indigenous community relations at Trent University.
Tina Fridgen, Principal, Champlain College
Tina is responsible for academic and community development for Champlain College students, staff/faculty fellows and alumni.
2018-19 CCAeLearning Webinars
October 4th @1 p.m. EST: Frontline Student Engagement Officers
This session will provide an in-depth look at the University of Toronto's Student Engagement Officer (SEO) program including its strategic mandate and innovative approach to alumni discovery calls.
The SEO Program provides the University with an effective and efficient means of engaging cold prospects. This session will demonstrate how a well-structured discovery program, utilizing highly trained students, can create a pipeline of promising leads for advancement staff.
Learn how this lean and customizable alumni discovery call platform can be used for any target market and can be scaled to fit the size of your institution.
- Provide advice on how to structure, scale and build a discovery program
- Demonstrate how trained student advancement staff can effectively contribute to the reengagement of cold prospects
- Show how U of T tracks and measures the success of its SEO program
Annual Giving, Alumni Relations, Advancement staff tasked with managing volunteers, committees and boards.
Michael Page, Director of Leadership Annual Giving, University of Toronto
Michael Page has worked in the non-profit sector for over a decade for both performing arts organizations as well as educational institutions. Combining his skills as a frontline call officer and interest in marketing and communications, he has managed annual giving and mid-level giving programs at the Toronto Symphony Orchestra, Trinity College and the University of Toronto.
In 2014, Michael returned to his alma mater, the University of Toronto, as the Director of Leadership Annual Giving. In 2016, he successfully launched the Student Engagement Officer program, which was recognized with a silver prix d’excellence from CCAE in June 2017.
November 22th 2018, 1 p.m. EST: Walking the Path of Reconciliation
In October 2017, SFU welcomed in a new era in university-Indigenous relations and cultural sharing and understanding, hosting a Kwis Ns7eyx (Witnessing) Ceremony at which the SFU Aboriginal Reconciliation Council (ARC) ceremoniously presented their report and calls to action to SFU’s President. This ceremony was done in accordance with age-old Coast Salish protocol and oral tradition (which itself demonstrated the values of reconciliation). The event provided a unique opportunity for SFU’s Ceremonies and Events team and others to work closely with local Indigenous cultural and knowledge keepers, to produce an event that truly honoured the spirit of reconciliation and respect. Key to its success was an extensive consultation process which upheld the principles and actions of “two-eyed seeing and walking in two worlds,” where all involved worked closely together to enact and reconcile the important teachings that are at the heart of truth and reconciliation and understanding.
In this session we’ll share some of the challenges, barriers, opportunities and lessons learned as we moved forward on our reconciliation journey. We sincerely hope that this will inspire other organizations to support Indigenization of their events and their institutions in their own unique ways and will provide them with some innovative ideas to do so.
- Creative ways to support aboriginal reconciliation on campuses
- How to identify opportunities to share Indigenous practices, perspectives and pedagogy in a post-secondary learning environment (not only in events, but in classes, ceremonies, conferences, etc.)
- How to approach events as an opportunity for collaboration with Indigenous Peoples, communities, and organizations, as well as post-secondary faculty/staff/students and departments, knowing when to lead and when to follow
Post-secondary educators, university event planners, professors, staff, and marketers: anyone interested in using creative means to bring Indigenous teachings, understanding, ceremony, protocol, pedagogy, and practice to advance Indigenization and reconciliation in a post-secondary environment
Sue Porter, Senior Associate Director | Ceremonies and Events, Simon Fraser University.
Sue Porter has been with Simon Fraser University as the Senior Associate Director of the Ceremonies & Events department for the last 7 years and has been responsible for the production and management of some of the University’s highest profile and award-winning events.
Ron Johnston, Pro-Tem Director of Simon Fraser University’s Office for Aboriginal Peoples.
Ron Johnston is a member of the Squamish Nation, is an SFU alumnus, and is the Pro-Tem Director of SFU’s Office for Aboriginal Peoples. Ron has worked at SFU for the past 6 years and has been an Aboriginal Educator in various capacities for the past 20 years .
December 6th, 2018 – 1p.m. EST: When your new path is a bumpy road: The challenges and rewards of trying a different direction
Mount Allison University’s 2017 Giving Report was a bold departure from its previous reports to donors. The new approach was widely praised and well received by alumni and friends of the University and garnered a CCAE Bronze Prix d’Excellence.
But there were a number of points along the way when it seemed the project might never come to fruition. This session will explore why Mount Allison decided to take a new direction with its Giving Report, how it developed a new approach, and what kind of positive impact it had, as well as the challenges faced along the way.
- Time to rethink: reviewing the case for a change in direction.
- Review of resources: describing internal and external resources required for this project.
- Assessing success: how MtA tracked and measured the project’s impact.
- Lessons learned: reflecting on the benefits of the process.
Post-secondary staff working in donor relations, stewardship, development, annual giving, and communications.
Aloma Jardine, Communications Officer, Mount Allison University
Aloma Jardine has worked in journalism and communications for more than 20 years, joining Mount Allison University’s Marketing and Communications team seven years ago. Her current role provides opportunities to work on a wide variety of responsibilities, including writing, issues management, web content development, and emergency planning, with occasional forays into media relations, project management, and event planning. She project-managed Mount Allison’s 2017 Giving Report, which won a 2018 CCAE Bronze Prix d’Excellence, and was part of the team that produced the Share your story annual giving materials, which earned a 2018 CCAE Gold Prix d’Excellence.
January 17th 2019 - 1p.m. EST: Putting students first: Communicating honestly, accurately and quickly to relieve anxiety during a prolonged academic strike
On October 16, 2017, the longest academic strike in Ontario college history began. This case study will share Sheridan’s blueprint for real-time, two-way communication during a five-week long academic strike that cancelled classes for 23,000 students, before switching gears to help ease our community’s transition back to class and work.
- The membership and responsibilities of our contingency planning and communications teams, and the best practices and guiding principles we used to ensure fairness, consistency and timeliness in our decision making and response protocol, in the face of rapidly changing circumstances;
- What our audience analysis determined and how this helped to shape our key messages and the many tactics we employed (including 3 dedicated web properties, 2 strike hotlines, social media channels, live open forums, print materials and videos).
- The SMART objectives we set and the metrics we used to prove that our campaign was a success.
Christine Szustaczek (MCM, APR), AVP, Communications, Public Affairs and Marketing at Sheridan College.
Prior to Sheridan, she ran her own communications consultancy for ten years, helping colleges, universities, hospitals and social services agencies to communicate their impact. She has also worked as a Communications Director at the University of Toronto. In addition to being an award-winning, in-house communications specialist, Christine is a board member at CPRS Hamilton, the Oakville Chamber of Commerce, and the Alice and Murray Maitland Charitable Foundation. She’s passionate about research, public relations and higher education and is an eternal optimist who is always up for hearing a good story.
February 14th 2019 - 1p.m. EST: Flow-through shares, a Selwyn House advancement story
What if you could offer your major donors a way to achieve their philanthropic goals much sooner than they thought?
Learn how Selwyn House School and many other charitable organizations in Canada are using the Pear Tree Canada’s Flow Through Donation Format to enable their donors to make significantly larger gifts not only to your organization but to many others as well.
This session will start with a simple explanation of what flow through shares are and how the Pear Tree Canada Flow Through Donation Format works. This will be followed by a presentation of how Selwyn House School first learned about flow through shares eight years ago and proceeded to involve its board members and other key donors to participate and then inform their friends and associates to participate and, of course, increase their capability to make larger gifts to the school.
The session will have time at the end for questions and discussion.
James McMillan, Director of Advancement, Selwyn House School
Jamie has been the Director of Advancement at Selwyn House School since 1987. He is part of a highly successful Advancement Team that has been responsible for raising significant capital and endowment funds for Selwyn House. The use of Flow Through Shares has been instrumental in the school's last two campaigns to encourage donors to realize their philanthropic goals not only to Selwyn House but to many other charities as well.
James was a member of Canadian Accredited Independent Schools’ Advancement Professionals (CAISAP) since 1987; a member of the Board of CAISAP since 1995; and President of CAISAP in 1997 and continues now as a member of ISAP Canada. He is currently on the Board of CCAE representing Independent Schools and is a member of CAGP and AFP.
Marilyn Anthony, Managing Director, Business Development, PearTree Canada
Marilyn brings over 20 years of major gift fundraising success to her role as Managing Director, Business Development at PearTree Canada, the leading provider of Flow Through Share Donations. Her capital campaign experience within organizations across Canada including CAMH, UW of Greater Victoria & Greater Toronto, Kids Help Phone, the Heart & Stroke Foundation of Ontario, University of Calgary, Oakville Trafalgar Memorial Hospital, and the Ontario College of Art & Design has been benefit to her role with PearTree, managing client relationships, charity outreach, marketing and government relations for the firm.
February 21st 2019 - 1p.m. EST: Life After Your Degree (LifeAYD): Engaging Alumni in Student Future-Readiness Programs
In the face of an increasingly "disrupting" job market, millennials are choosing universities that, in addition to a stellar education, provide the resources needed to prepare them for the world beyond the classroom. Spearheaded by McGill's Alumni Relation unit in University Advancement, in partnership with a variety of campus units, Life After Your Degree, or LifeAYD incorporates both existing and original career exploration, job preparedness and life transition activities and events that are delivered to students by career professionals and alumni, on campus, in key regions and virtually. Learn how students, alumni, and - your engagement metrics! – can reap the benefits of alumni contributions to your student-future-readiness programs.
- How to build effective and complementary working relationships with campus partners and student groups
- How to build meaningful experiential opportunities for students that satisfy the University's co-curricular requirement, while ensuring alumni satisfaction
- How to leverage your alumni network to amplify experiential learning opportunities for students
Alumni Engagement professionals, student and young alumni program developers, other campus professionals with student career planning portfolios
Kay Dass, Student and Young Alumni Program Officer, Alumni Relations, McGill University
Kay has over ten years' experience working in University Advancement at McGill, from event coordination and volunteer management, to implementing programs for students, young alumni and parents. To strengthen the culture of philanthropy on campus, Kay engages students, young alumni and others to bolster recruitment/yield efforts, mentoring/job shadowing programs, LifeAYS and affinity group activities, and more.
Chelsea Bell, Student and Young Alumni Programs Associate, Alumni Relations, McGill University Advancement
Chelsea has over five years' experience in University Advancement at McGill. In her current role, she develops engagement programs that connect students to alumni through mentoring/job shadowing, LifeAYD and online chat-based events, and financial support for student-run and student-focused projects and more.
April 18th 2019 - 1 p.m. EST: Varsity Engagement Strategy
In 2018, Lakehead University won a Prix d’Excellence in the category for Best Alumni Initiative for their varsity engagement program. Learn about a tried and proven new strategy to engage alumni (and potential donors!) using distance to your advantage!
- How to find new & innovative ways collaborate with internal colleagues
- Overcome the barriers related to distance and create opportunities to engage with alumni who have moved away since graduation
- Turn engagement into dollars for your fundraising needs or objectives
Annual Giving, Alumni Relations, Advancement staff tasked with managing volunteers, committees and boards.
Mark Tilbury, Annual Fund and Alumni Engagement Director, Lakehead University
Mark Tilbury believes that you get out of something what you put into it. Following this philosophy has made him an exceptional Lakehead supporter for 27 years. A graduate of the school’s Faculty of Business, he became Lakehead’s director of alumni and community relations and he’s been busy engaging with grads across the world ever since. In 2017 his title changed to annual fund and alumni engagement director, and he continues to serve as Executive Director of the Alumni Association.
April 25th 2019 - 1 p.m. EST: Planning and winning a Mini Campaign
The webinar will cover the elements required to successfully win a Mini Campaign.
Topics covered will be: prospect identification, volunteer recruitment and training, solicitation and stewardship.
- How to identify qualified prospects
- How to recruit effective volunteers
- How to make a successful solicitation
- Effective stewardship
Iain Boyd, Chief Campaign Officer, Xaverian Fund, St Francis Xavier University
Iain Boyd, Chief Campaign Officer, Xaverian Fund at St Francis Xavier University has had twenty-seven years of fundraising experience.
Iain is a seasoned fundraising professional with wide experience covering annual giving, planned giving, campaign planning, capital campaigns, stewardship and event planning.
Over those years, he has held the positions of Development Officer, Director of Development, Director of Advancement Relations and Acting Director of Alumni Affairs.
2017 CCAeLearning Webinars
|Knowing, growing, building our significance: Using strategic engagement to advance a culture of giving||April 26, 2018|
|Running a campaign out of a small advancement office||April 19, 2018|
|Leadership Giving Development||February 15, 2018|
|Young alumni engagement: Harnessing Generation #ShowMe||January 25, 2018|
|Indigenous Communications & Marketing at Sask Polytech||December 7, 2017|
|Community Engagement: 26 years of Grandparents’ Day||November 30 , 2017|
|Developing an effective Chair reporting program||October 19, 2017|
|Successfully updating your ‘traditional’ event||September 28, 2017|
|Setting your sights on alumni of the last decade||May 25, 2017|
|Engaging faculty, students and donors through images and story||May 11, 2017|
|Pipelines & Reporting: Collaborate to gather clear, reliable data||April 20, 2017|
|Create tools that suit students and build on-campus engagement||February 23, 2017|
|2018 Advancement Services Workshop||March 5-6, 2018|
|Integrated Advancement Workshop||February 22, 2018|
|Alumni Leaders Summit||February 2-3, 2018|
|2018 CCAE Independent Schools Summit||January 17-19, 2018|
|CCAE - CASE Talent Management and Leadership Development Seminar||January 11, 2018|
|Advancement for Academics||November 16, 2017|
|2017 Annual Giving Congress||October 18-19, 2017|
|Young Alumni & Student Engagement Workshop||April 20 - 21, 2017|
|Harnessing the Power of Marketing & Communications Workshop||April 6 - 7, 2017|
|Alumni Leaders Summit||February 2 - 3, 2017|
|2017 CCAE Independent Schools Summit Program||January 26 – 27, 2017|
|Francophone Giving Culture Workshop||Friday December 2, 2016|
|Annual Giving Congress||October 20 – 21, 2016|
|Alumni Leaders Summit||Tuesday April 19, 2016|
CCAeLearning webinars, 2016
|Is Print dead? Not if you ask us.||Friday, October 28, 2016|
|A Fresh take on Giving Days||Thursday, September 22, 2016|
|Celebration of Life||Thursday, May 12, 2016|
|#RoadToRyerson||Thursday, April 14, 2016|
|Engaging Students in Leadership and the Community||Wednesday, February 17. 2016|
|Trent University Alumni & Friends Reunion Weekend||Wednesday, March 9, 2016|
|Developing a Unique In-House Solution: Fund Ledger/Awards Management||Thursday, January 28, 2016|