ACCELERATE Your Fundraising 2015 CONFERENCE

Sponsored By: Casino Rama

2 GEorgian college | Accelerate your fundraising | 2015 conference GeorgianCollege.ca 3 This session will focus on organizations with minimal staff Debbie Kesheshian is the Executive Director for Hospice Georgian Small fundraising who are expected to manage all aspects of operations for Triangle – Campbell House. Early their charity. She started her career in the non-profit world with Big Brothers Big Sisters shop then on to the United Way. It was here that she realized that a small shop Morning It will cover: means that often times you must be a jack of all trades. • Fundraising – creating a comprehensive plan based Just prior to assuming this role with Hospice – Debbie worked with the Sessions team at the Collingwood General & Marine Hospital Foundation and on the three pillars – annual giving, special events, helped with their $10 million New Age of Care Campaign. major/planned DEBBIE She covered the Major-Gift and Planned Giving Portfolio for the G&M and • Utilizing volunteers including board members now is back to running the shop for Hospice. KESHESHIAN • Help to keep your sanity while you are managing the Debbie holds a Certified Fundraising Executive designation and is a 9:45 – 11 a.m. Certified Professional Consultant on Aging, along with her background in whole shop! business this helps her deal with everything from raising large donations 75 minutes to balancing budgets and fixing broken water heaters! Room: K322

Come and discuss why your volunteers really deserve to be Emily Fleming is the Co-ordinator of Volunteer Resources at the Barrie Volunteers as VIPs treated as VIPs and learn about their potential VIP (value, Public Library and has been working with volunteers for over 10 years at EMILY FLEMING influence and positioning) benefits they in turn can provide various organizations. (value, influence to you. Emily is responsible for the recruitment, orientation, training, supervision, 9:45 – 11 a.m. evaluation and recognition of over 250 volunteers at two library branches Learn about ROI (return on investment) for volunteer programs 75 minutes within the City of Barrie. She is an active member of our local Association and positioning) and how more volunteers doesn’t always mean happy of Volunteer Administrators and is also a member of the Professional Room: K324 volunteers. Have you ever struggled to explain the impact Administrators of Volunteer Resources – Ontario (PAVR-O) and Volunteer Management Professionals Canada. Previous experience includes work of your volunteers on the community? Tried Learn why a happy volunteer can mean more than any poster or media release. as a Coordinator of Volunteer Services with CNIB and as a Campaign to explain to your 65-year old volunteer why Manager with United Way of Greater Simcoe County and United Way of you need them to log their hours? Wondered Learn to demonstrate the value of volunteer contributions York Region. at budget time if your staff have given enough toward your library’s mission and the impact that volunteers She is passionate about people, travel and the simple things in life. evidence to get what you need? have on service.

Mid- Does your organization need to raise more money? Are Amy Eisenstein, ACFRE is a best-selling author, speaker, trainer and Morning The major gifts you focused on event planning and grant writing, therefore consultant, as well as the owner of Tri Point Fundraising, a full-service consulting firm for nonprofit organizations and foundations. leaving little or no time to focus on your biggest and best Sessions challenge: How Her published books include: Amazon best-seller Major Gift Fundraising donors? Most staff members at small and medium sized for Small Shops: How to Leverage Your Annual Fund in Only Five Hours to start (or grow) nonprofits are not effectively soliciting major gifts for their per Week, Raising More with Less: An Essential Fundraising Guide for organizations. If you want to start or grow your major gifts Nonprofit Professionals and Board Members, and 50 A$ks in 50 Weeks: A AMY EISENSTIEN your major gifts program, this session is for you. Whether a major gift for Guide to Better Fundraising for Your Small Development Shop. your organization is $1,000 or $10,000, you will learn how She currently serves as the president of the board of the Association 11:15 a.m. – Noon program (virtual) of Fundraising Professionals – New Jersey Chapter. Amy received her ask and receive more major gifts this year. We will discuss Master’s Degree in Public Administration and Nonprofit Management from 45 minutes the who, what, when, why and where of asking. the Wagner Graduate School at New York University and her Bachelor’s Room: K320 This session is for executive directors and Degree from Douglass College at Rutgers University. Amy became a Participants will: development staff who want to raise significantly Certified Fundraising Executive (CFRE) in 2004 and became an ACFRE in • Develop a list of their top 20 major gifts prospects 2013. more money for their organizations by making Please visit her website for her free eBooks at www.tripointfundraising.com. the leap into major gifts fundraising, but haven’t • Create a cultivation (relationship building) plan had the courage or know-how to get started. • Learn specific ask language as well as how to respond to Yes, No or Maybe • Discover techniques for staying on track with a plan for raising major gifts

4 GEorgian college | Accelerate your fundraising | 2015 conference GeorgianCollege.ca 5 Corporations provide a significant source of funding for Charitable Foundation and Managing Director of the Mackenzie Raising Canadian charities. Despite being significant funders, Charitable Giving Fund. Prior to joining Mackenzie, Brad served as Vice Mid- President, Development at the Toronto Community Foundation. most corporations do not have a profound understanding money from Brad is currently on the Board of CANSOF Foundation, the Association of Morning of Canadian charities, and charities understand even less Fundraising Professionals (AFP) Toronto and Benefaction Foundation. He corporations: about how corporations make decisions around who or what is a member of the National Advisory Council for Imagine Canada. Sessions to support. This presentation will focus on bridging the gap Brad is past Chair of the Leave A Legacy Program for the Greater Toronto How big between the two sectors – of illustrating to fundraisers (and Area and former member of the Board of Directors for Philanthropic those involved in the fundraising process) the many factors Foundations Canada. He is a past Faculty Member for the CAGP Original Gift Planning Course and is currnently on the organization’s companies that drive corporate giving and community investment so BRAD OFFMAN Government Relations Committees. He is also on the Editorial Advisory 11:15 a.m. – Noon think about that they can build sustainable partnerships. Board for Gift Planning in Canada. Brad Offman is Founder and Principal of Spire Philanthropy, a Brad holds a Master’s in Business Administration and a Master of Arts 45 minutes community management consultancy specializing in corporate-charitable partnerships. Degree from the University of Toronto and a First Class Honours Bachelor Room: K322 He is the former Senior Vice President, Strategic Philanthropy at Mackenzie of Arts from McGill University in Montreal. investment Investments. Brad is also former President of the Mackenzie Investments

financial sustainability of nonprofit organizations while meeting Suzie Addison-Toor has a Masters in Leadership from Royal Roads Social a need in the marketplace through the sale of goods and University. She is also a trained Executive Transition Practitioner and is part of a growing community of consultants that is supporting agencies and services. Social entrepreneurship is a mindset that drives associations through the unique aspects of nonprofit leadership transition. SUZIE entrepreneurship: nonprofits to revolutionize traditional supports and services Suzie runs her own boutique consulting practice called Engage Consulting and influence social, environmental and/or cultural change in that specializes in the nonprofit succession planning, governance and ADDISON-TOOR An opportunity leadership transition. our local and global communities. Join Suzie Addison-Toor, & Shannon for community Manager of Georgian’s Centre for Social Entrepreneurship O’Donnell and Shannon O’Donnell, Executive Director of Information Shannon O’Donnell has worked for Information Orillia as the Executive Director since 2012. In this role, she has been instrumental in 11:15 a.m. – Noon development and Orillia, for a session about the growing and innovative social repositioning the organization as a central hub for community information 45 minutes financial stability entrepreneurship sector in Ontario and the inspirational stories and connectivity. By strategically aligning programs, enhancing services of success in Simcoe County and beyond. and implementing accessible Information Communication Technology Room: K324 tools, Information Orillia aims to build capacity in individuals and Suzie Addison-Toor has worked for Georgian College for six years as Social entrepreneurship has emerged organizations through community information and volunteer services. faculty, program co-ordinator and currently as Manager for the Centre for Social Shannon is currently directing Information Orillia’s transition on the as a valuable framework for community Entrepreneurship. In this role, Suzie is responsible for implementing the social social enterprise continuum. Shannon O’Donnell is an active volunteer, development and nonprofit sustainability. entrepreneurship and experiential learning strategy college wide. She also has community organizer, event planner, and equity advocate. She has a This framework has significantly influenced responsibility for managing the college’s field placement department. Bachelor of Arts with Combined Honours in International Development the nonprofit sector resulting in innovative Prior to working at Georgian College, Suzie founded and led “Addus”, a social Studies and French from Dalhousie University. Prior to working at agency in Toronto that supports adults with developmental disabilities to lead Information Orillia, Shannon worked nationally and internationally for practices that advance social, environmental active lives in their community. organizations championing community development through North-South and/or cultural missions. In addition, social partnerships and youth volunteerism. She was the National Manager of entrepreneurial practices contribute to the Girl Programs at Girl Guides of Canada. Early Afternoon Sessions Time for a little heresy.... You do not own your social media. James Anderson, CFRE, Partner, GoalBusters, has more than 25 The virtual porch: You are at best a curator, a gardener. Your role is to water years of sales and sales training experience and migrated into the nonprofit arena in 2005. Jim specializes in corporate sponsorships, donor the flowers and pluck the weeds. In this session we’ll motivations and the psychology of giving, marketing and social media Building audience explore how you can create an online community that is campaigns, communications, media production and event hosting. JIM ANDERSON engaged and supportive. We’ll focus on the concepts that Jim has been honored as the Association of Fundraising Professionals 1:15 – 2:30 p.m. and engaging Northern Arizona Fundraising Professional of the Year (2010) and he is action is driven by interest which is driven by awareness. the immediate Past President of the AFP Northern Arizona chapter. He 75 minutes community with received his Certified Fundraising Executive (CFRE) credential in 2013. Jim Room: K320 social networking is an AFP Master Teachers and has presented throughout North America. (virtual)

6 GEorgian college | Accelerate your fundraising | 2015 conference GeorgianCollege.ca 7 Early enable you to lead your board, staff and volunteers through Kimberley MacKenzie is passionate about building the capacity of Go ahead, tell the changes necessary to raise more money for your the third sector and works with a variety of organizations to advance a culture of philanthropy for their important work. For over 15 years she has Afternoon programs. Useful for anyone who has an invested interest been transforming fundraising programs to deliver double-digit growth. your board they in leading the charge toward building a thriving, robust, Kimberley also serves as editor of Canada’s leading weekly fundraising Sessions successful culture of philanthropy. resource Hilborn’s eNEWS, is a sought-after facilitator, writer and trainer don’t have to ask and was a driving force in the early days of our much loved SOFII.org. • Raise more money for your cause without having to for money pressure your board or volunteers into asking. KIMBERLEY

Building a culture of philanthropy is the new • Build bridges with staff in order to engage everyone in MACKENZIE buzz phrase for charities. Have you ever thought fundraising 1:15 – 2:30 p.m. about what that actually means? This session • Gather tools and tactics to take home and implement 75 minutes provides practical strategies and tactics to • Understand what it takes to change a culture and where Room: K322 to start

Lorraine Maher has 15 years experience in Gord Durnan, FAHP, CFRE. Gord’s career began in 1968 with 10 years What is the role fundraising, successfully completing fundraising with the Canadian Red Cross in Ontario and B.C.-Yukon Divisions. In 1977, courses through Georgian College and professional Gord became the first Managing Director of the York Central Hospital development workshops through and past member Foundation in Richmond Hill. In 1987, he became the first Managing of Community of Barrie Planned Giving Counsel, Canadian Director of the South Muskoka Hospital Foundation, remaining there until Foundations Association of Gift Planners and the Association his retirement in 2005. of Fundraising Professionals. Her career started in Gord was a leader and Board member of the Association for Healthcare the community with local charitable organizations Philanthropy, earning his Fellows designation and being honoured as the anyway? Panel including president of St. Mary’s Catholic Women’s first Canadian with the Harold J.(Si) Seymour Award and then a Life Member League and member of the Board of Directors of award. Serving AFP and having been a member for 35 years Gord was discussion, Barrie Food Bank. Lorraine worked at Grove Park among the first Canadians to achieve CFRE status. Home for Senior Citizens from 1986 till 2014. She Gord’s retirement involvement includes the Board of The Sandra Schmirler Community followed by Q&A assumed the role of Manager of Fund Development in 2000 and member of the board of directors for the Foundation, the Board of Community Foundations of Canada, the Muskoka Community Foundation, Nipissing Universities Board of Governors, The Foundations: Barrie Community Foundation from 2005. Locally GORD DURNAN, she is also a member of the board of directors for the Kiwanis Club of Kempenfelt Cottage Country Family Health Team and more than 25 years as a Rotarian. He Join us for a lively discussion on the Bay, member of the Maclaren Art Centre and Barrie Art Club. She is a professional has been honoured with the Queens Golden Jubilee medal, a Paul Harris Fellow, LORRAINE MAHER, role of Foundations, which include: watercolour artist showing locally with paintings hanging throughout Canada, Outstanding Contribution to Bracebridge by the Chamber of Commerce. PATRICIA COPELAND United States, Ireland and England. and ALY BOLTMAN • Key drivers of the long term health of our communities through 1:15 – 2:30 p.m. endowments, planned giving and PATRICIA COPELAND, B.A., CFRE, is the Executive Aly Boltman is a Jill-of-All-Trades. She holds a BFA from Concordia Director of the Huronia Community Foundation, University and a certificate in Museum Studies from the Ontario Museum 75 minutes scholarship support a charitable public foundation managing over $3 Association. She is a former auctioneer and appraiser with accreditation Room: K324 • Community leaders in collaboration million in invested and managed funds annually. from the International Society of Appraisers. Aly has had a long history The foundation is a 15-year member of Community in operational management and fund development, particularly in the and partnership with service clubs, Foundations Canada and is a major funder of charities arts sector, having served as the former director of the Southampton charities, government officials and and community groups in the Huronia region. Art Gallery and the manager of The Roxy Theatre in Owen Sound. In businesses Patricia has expertise in charitable management and April 2014, Aly made the leap to the other side of the funding table with the acceptance of the position of Executive Director of Community • Valued research partners with Vital training, planned giving, endowment funds, media training and strategic planning. She has worked Foundation Grey Bruce, a public charity and significant regional grant Sign community report cards, used in the charitable sector for over two decades and maker that celebrated its 20th anniversary in 2014. A born community by local charities, health centres is a long-standing member of the Association of connector and public speaker, Aly hosts Project Legacy, a bi-weekly local cable television show focusing on community engagement and and government for strategic Fundraising Professionals. She is also a published philanthropy. planning and research journalist in magazines and newspapers. Patricia spends her free time volunteering and has been a board member of the Chamber of Commerce, several arts and cultural boards and was a member of Barrie City Council.

8 GEorgian college | Accelerate your fundraising | 2015 conference GeorgianCollege.ca 9 Through philanthropic investment, important social needs in The Planned Giving Council of Simcoe County (PGCSC) is run by a dedicated group Mid- An introduction your community are addressed, producing a healthier, more of volunteers. Our mission is to build an understanding of planned giving in Simcoe County vibrant place to live, raise a family, own and grow a business through the combined efforts of professional advisors and charities. We offer educational Afternoon opportunities for the general public, charities and allied professionals, serve as a qualified to the economics and to ensure a legacy of real benefit for future generations. resource providing guidance on planned giving and encourage ethical standards and best Sessions of philanthropy — The Planned Giving Council of Simcoe County would like practices. We envision the PGCSC to be the leading resource for planned giving within our to personally invite you as we embark on an exciting new region by equipping our community to make charitable gifts happen. For more information creating mutual series; the Economics of Philanthropy. and to become a member, please visit www.plannedgivingsimcoe.org. PLANNED GIVING respect and Philanthropy is defined as benevolent behavior. Economics Brian Emmett As Chief Economist for Canada’s Charitable and is based on the fact that people are self-interested. The Nonprofit Sector, Brian Emmett is tasked with measuring the COUNCIL OF understanding: question becomes, does this make them exclusive of each impact of the sector and bringing economic issues facing charities SIMCOE COUnty other? Though this introductory session, industry experts and nonprofits to the forefront of public policy decision makers. Mr. Emmett is an economics graduate of the University of Western 2:45 – 3:30 p.m. Working as equal will tie together two sides of the gifting process – a donor’s Ontario and the University of Essex in England, and has enjoyed a 45 minutes partners with motivation to give and how the transfer of wealth creates a long and distinguished public service career. He was Canada’s first business that benefits the receiver and those assisting in the Commissioner of the Environment and Sustainable Development Room: K320 business and transaction; service users, the community, public sector and in the late 1990s and worked extensively on Canada’s Green Plan. business sector. He also served as Vice-President of the Canadian International advisors Development Agency (CIDA) in the early 2000s and has been an Regardless of what role you play in your organization, this is Assistant Deputy Minister in a number of federal government definitely a session you won’t want to miss! departments.

Lisa Eveleigh is the Executive Mike Stollery owns and operates a number of automotive groups Leadership for your Director of Advancement and throughout central and southwestern Ontario. These companies Community Development at have a number of car dealerships such as BMW, Chrysler, Ford, capital campaign: Georgian College. In her role, GM, Jeep and Mercedes Benz as well as a heavy truck dealership. she is responsible for annual Locally, Mike (and his group of partners) operate Barrie Chrysler, The building and capital fundraising efforts, Barrie Ford and Georgian BMW. LISA EVELEIGH corporate partnerships, alumni blocks for success relations, event management and In addition to Mike’s business acumen, he is also deeply committed and stewardship at the college. This to the community and involved with a number of different local MIKE STOLLERY includes the college’s Power of charities. Mike also serves on numerous committees within Ford The roles and responsibilities of campaign Education campaign, awards and of Canada and globally with Ford Motor Company. He was a past 2:45 – 3:30 p.m. chairman of Co-Auto Co-Operative, an automotive buying group, volunteers have become an increasingly scholarships, major and planned 45 minutes giving, and alumni appeals. with more than 500 shareholders. He has worked closely over complex effort. Recruiting the right volunteer the years with Georgian College’s Automotive Business School of Room: K322 cabinet for your capital campaign at the right As a seasoned fundraising professional, Lisa has held a Canada. Mike is the current chair of Georgian College’s Power of time, challenging them with ways to advance variety of senior management positions in the non-profit Education: Transforming the student experience campaign, and is a the organization and then evaluating their sector over the last twenty years. Previous to her role at member of the Georgian College Auto Show Advisory Board. effectiveness for success is key. This workshop Georgian, she was Executive Director for the Lake Simcoe Conservation Foundation. In addition she has held the Mike and Lesley, along with their two children, reside in Innisfil. is designed to help organization leaders position of Vice President of Development at Invest in Kids, understand new trends that strengthen their and worked for eight years at Ducks Unlimited Canada as campaign leadership volunteers. Hear from National Director of Development overseeing fundraising Georgian cabinet leadership about the decision across the country. Lisa was the lead faculty member for to lead the college’s next campaign, in a highly Georgian’s fundraising and resource development program competitive and economically challenging time. and has also taught Marketing at Georgian College. She sits on the advisory board for the fundraising program at the College. In addition, she is a past board member for the Association of Fundraising Professionals Toronto Chapter Board. Lisa holds the Certified Fund Raising Designation and has earned her MBA from the University of Leicester.

10 GEorgian college | Accelerate your fundraising | 2015 conference GeorgianCollege.ca 11 Doing digital right Our

The world of fundraising is changing and charities are at Closing a critical juncture: donors are increasingly moving online, direct mail is getting more expensive and less effective, plenary and charities are competing for a smaller pool of donor Speaker dollars each year. But most charities lack the knowledge and capacity to overhaul their fundraising practices MARINA to adapt to the changing landscape. Digital skills, and specifically skills around building online donations, will GLOGOVAC become as paramount to the charitable sector as they 3:45 – 4:30 p.m. once were to magazine publishers and other industries whose revenue models 45 minutes were based on direct-to-consumer (donor) marketing. Access to affordable technology tools for all charities, combined with high-quality, capacity-building Room: Alumni Hall - education is the best way to level the playing field for all charities, and ensure K229 their sustainability for the future. Marina Glogovac is passionate about charities and their essential role in Canada, and about helping them build their capacity through technology and high-quality education. She’s a seasoned leader and visionary, with over 20 years’ experience in setting business and marketing strategy, acquiring and nurturing customers, scaling growth, and launching new products. She has deep expertise in eCommerce, multi-channel marketing, brand building, advertising sales, and content development. Marina has been a senior executive at online companies, including CEO of Lavalife Corp., Chief Revenue Officer at Dealfind, and Chief Marketing Officer at Kobo Inc. Marina has also worked to transition media companies to digital in such roles as Group Publisher for St. Joseph’s Media, including their flagship magazine Toronto Life, and VP Sales and Marketing for Now Magazine.

Marina has contributed her expertise to a number of not-for-profit organizations, including serving on boards or advisory committees for The Walrus Magazine Foundation, Magazines Canada, Interactive Advertising Bureau Canada, Ontario Media Development Corporation, Bridgepoint Health Foundation, Give Girls a Chance, and Big Sisters Toronto.

A graduate of the University of Belgrade, Marina also holds a Master’s degree in Education, specializing in Organizational Learning and Change, from the University of Toronto’s Ontario Institute for Studies in Education (OISE).

We are pleased to offer a special rate of *$65/suite/night to guests of Accelerate your fundraising 2015 conference, May 5, 2015 Residence and Conference Centre Barrie offers affordable, hotel-style accommodation May through August at the Barrie Campus of Georgian College. Each two-bedroom suite is complete with a three-piece bath, kitchenette and two separate bedrooms which includes an extra-long double bed, satellite TV, telephone and free internet. We also include complimentary coffee/tea service each morning between 7 and 11a.m. Parking for one vehicle is included with each suite in a designated parking area.

*The special rate is valid on our two-bedroom suite and includes housekeeping service daily. Accelerate your fundraising 2015 conference Contact our 24-hour front desk to reserve your room for May 4 to 6, 2015. Mention “Accelerate 2015 Conference” to receive your special discounted rate.

GeorgianCollege.ca Residence and Conference Centre - Barrie Barrie’s Affordable Accommodation [email protected] Phone: 705.722.5190 www.stayrcc.com/barrie

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