2018 Donna Livingstone

THANK YOU TO OUR CORPORATE SPONSORS:

FRIENDS OF THE SYMPOSIUM: Donna Livingstone

THE SHERATON CAVALIER — 2018 NOTES

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CANADIAN MUSEUMS ASSOCIATION — 2018 FINAL AGENDA Sunday, November 18

Symposium Ice Breaker

Pre-registration required! Bus departs Sheraton Cavalier at 4:30 p.m. and returns at 7 p.m. A special invitation to a behind-the scenes tour and reception at Calgary’s historic Ranchmen’s Club. Founded in 1891 by seven ranchers, a banker and a barrister, it remains a vibrant business and social club today. It also boasts a large art collection of over 100 works, featuring many of Western Canada’s best artists in a range of art movements, styles, and subjects from traditional to contemporary works. Kindly supported by:

and

Monday, November 19 8 – 8:45 a.m. Registration/Networking/Introduction of Roundtable Discussions 8:45 – 9 a.m. Official Welcome and Overview of Symposium Karen Bachmann, Director/Curator Timmins Museum: NEC and President, Canadian Museums Association Facilitator: Andrea McManus, Vitreo 9 –10 a.m. Opening Keynote Making an Impact: The State of Giving in Canada John Bromley, CEO and Founder of CHIMP We are all innately generous, but donors are increasingly disengaged. Despite the fact that many Canadians say they give to charity, there is a long term decline in the number of people giving to, and volunteering for charities. John will discuss this decline, why it is happening, and the consequences for those marketing and fundraising in museums across Canada. John will be sharing his views on charity, in addition to the latest in charitable statistics, in order to provide a balanced overview of the sector. He will be giving an overview of complex assets, and how revolutions in the charity space can be leveraged in order to add value to giving strategies. As the opening keynote, John will be using nuances from Art History to bring his insights to life. John Bromley is the CEO and Founder of CHIMP, and his work is driven by a mission to create cultures of giving. His unique background in charity entrepreneurship has led him to found multiple philanthropic ventures, advise on and architect hundreds of charitable projects, and help facilitate over $1 billion in charitable giving. John started his career working in corporate finance with RBC Capital Markets and PriceWaterhouseCoopers. He is also a two-time TEDx speaker, recovering road bike racer, former ‘90s hip- hop DJ, and proud father of two boys.

10 – 10:25 a.m. Networking Break/Round Table Discussions

CANADIAN MUSEUMS ASSOCIATION — 2018 1/9 10:30 – 11:30 a.m. Session #1 — Emerging Trends… A Glimpse into the Future Moderator: Susan Burrows-Johnson, Galt Museum & Archives Presenter: Guy Mallabone, Global Philanthropic Inc. Guy doesn’t hold back when it comes to sharing the top ten lessons learned from 39 years in fund development. From the practical to the philosophical, from the urgent to the compelling, hear one man’s opinion about the trends in fundraising and marketing campaigns. Times are changing, and campaigns continue to evolve. If you want to be successful, then your approach needs to adapt and innovate. The stakes are high. And if you stick to the same old strategies and tactics, you will probably see declining revenue and shrinking donor numbers. As a senior leader and practitioner, and CEO of Canada’s second largest fundraising consultancy working nationally and internationally with museums and arts and culture clients around the world, Guy will share his perspective on the top 10 trends which are important to your upcoming campaigns. Guy Mallabone was recognized by Alberta Venture Magazine as one of Alberta’s 50 most influential citizens, and by the Calgary Herald and one of that city’s 20 most compelling citizens. Guy is well positioned to speak on trends and changes as he serves as President/CEO of Global Philanthropic Inc., Canada’s second largest coast-to-coast fundraising consultancy; sits as a member of Carleton University’s advisory committee on their master degree in philanthropy and non-profit leadership; and has served on numerous national and international boards including, the Association of Fundraising Professional International, and the CFRE International. Guy currently serves as an adjunct professor for the master in fundraising program at the University of Bologna, Italy, and was recognized in 2017 as the highest-rated master-class speaker at the International Fundraising Conference in Amsterdam. Guy is the current vice-chair of the Government of Alberta Charitable Advisory Committee and was recognized as the Outstanding Fundraising Executive by both the AFP Edmonton Chapter (1999) and AFP Calgary Chapter (2011).

11:30 a.m. – 12:30 p.m. Session #2 — Identify and Market to Your Highest Potential Visitor Types Moderator: Vincent Varga, Whyte Museum of the Canadian Rockies Presenter: P. Jane Osler, Destination Canada, Explorer Quotient Accredited Trainer (EQAT) Tap into the wealth of information available to you through Destination Canada’s Explorer Quotient (EQ) segmentation model to better understand visitors to your museum and region. Instead of defining people according to age, income, gender, family status and education (all of which are valuable) EQ goes deeper and looks at people’s personal beliefs, social and travel values. Learn about these values and the emotional triggers that will resonate with your target segments — knowledge that can be applied to developing marketing and fundraising materials as well as the visitor experience opportunities you provide. Jane Osler is one of Destination Canada’s original EQ Authorized Trainers, and has been working with tourism organizations and operators on the use and application of EQ since 2008. Examples of clients and projects she has worked on include: development of EQ-based tools for Destination Canada, EQ training workshops for provincial tourism organizations (BC, AB, MA, YK) and DMOs in almost every province and territory, as well as workshops and coaching for a wide range of small and medium size tourism operators. An Authentic Experiencer, Jane enjoys travelling like a local, visiting those little-known spots (including museums) often on a bicycle.

12:30 – 1:45 p.m. Luncheon/Round Table Discussions Kindly supported by:

1:45 – 3 p.m. Session #3 — Three Heads are Better than One Moderator: Robert Laidler, Museums Foundation of Canada Panelists: Dean Brinton, The Rooms Corporation; Vanessa McBay, Idea Factory; Elinor Gill Ratcliffe, philanthropist Since opening to the public in 2005, The Rooms Corporation, which encompasses the Provincial Archives, Art Gallery and Museum of Newfoundland as well as three regional museums, has raised $20 million in private funds for a variety of capital and other projects, including the two largest corporate and individual gifts ever given to a cultural organization in Atlantic Canada. Join The Rooms CEO Dean Brinton, leading donor Elinor Gill Ratcliffe, and former Director of Marketing Vanessa McBay, for an insiders’ view on The Rooms’ innovative approach to fundraising which has helped The Rooms garner over 20 provincial, national and international awards. Gather tips on building trust,

CANADIAN MUSEUMS ASSOCIATION — 2018 2/9 speaking on behalf of an organization, and thinking outside the box when developing the marketing approach for fundraising. Learn how donors assess whether they will lend their good name to the organization. What do they want to know before writing the cheque? This session will allow time to ask questions of all three presenters. Participants will walk away thinking a little differently about their approach to fundraising. Dean Brinton, has been CEO of The Rooms in St. John’s, Newfoundland, since 2005. He is also currently Vice-Chair of the Board of Trustees of the Canadian Museum of History/Canadian War Museum, and is on the board of directors of the Governor General’s Performing Arts Awards Foundation. Other highlights from his 30 year career in art and culture include six years on the board of the Canada Council, seven years on the board of the National Theatre School of Canada, and the Board of Governors of the Nova Scotia College of Art Design University (NSCAD U.) where he chaired the Development Committee. He is a recipient of the Meritorious Service Medal from the Governor General of Canada, and the Queen Elizabeth II Diamond Jubilee Medal. Vanessa McBay joined The Rooms in 2014 as Director of Marketing and Development. With over 23 years’ experience in marketing communications, she was instrumental to The Rooms’ Where Once They Stood Capital Campaign. In 2015 Vanessa launched the Remember Them at The Rooms public awareness campaign, which has received eight awards to date, including two international Gold Quill awards. She volunteers as honourary consul for the UK, and is a board member of Stella’s Circle and Destination St. John’s. In 2016, Vanessa became President of Idea Factory, a marketing and communications firm, in St. John’s, Newfoundland, where she continues to work with The Rooms as their agency of record. Elinor Gill Ratcliffe is a proud descendant of generations of Newfoundlanders. A visionary and philanthropist, she shared a passion for helping the disadvantaged and supporting the arts with her late husband, Edward Ratcliffe. Together they funded projects in Ontario, Newfoundland and Labrador, and other parts of the world. Since the establishment of the Gill Ratcliffe Foundation in 2006, Elinor been a major supporter of public art, heritage preservation and promotion. Elinor is a member of the Order of Canada and the Order of Newfoundland and Labrador. She has received an honourary doctorate from Memorial University of Newfoundland and has been granted Freedom of the City of St. John’s.

3 – 3:30 p.m. Networking Break/Round Table Discussions 3:30 – 4:45 p.m. Session #4 — Building a Case for Support Moderator: Susan Burrows-Johnson, Galt Museum & Archives Presenters: Rosalie Courage, RBR Development Associates Ltd. and David Marskell, THEMUSEUM Every successful fundraising campaign starts with a dynamic, persuasive, donor-centric Case for Support which lays out the campaign objectives, in line with the organization’s values, which aims to help donors see their goals reflected in the project. Find out what goes into a successful Case for Support and help you consider the case for your organization. Learn to use the Case effectively throughout the organization and the campaign. Find out how gain traction, share the vision and collaborate with the community. 4:45 – 5 p.m. Day 1 Wrap-Up and Overview of Day 2 Facilitator: Andrea McManus, Vitreo 6 p.m. onward Reception — Glenbow Museum Bus departs Sheraton Cavalier at 6 p.m. and returns at 8:30 p.m. Kindly supported by:

CANADIAN MUSEUMS ASSOCIATION — 2018 3/9 Tuesday, November 20 8:00–8:30 am Registration/Information Networking Break/Round Table Discussions/Morning Coffee 8:30 – 8:45 a.m. Session #5 — Ignite — Innovative Partnerships Moderator: Shaun Mansergh, Profitek Ignite is a high-energy experience. Participants will have five minutes to speak about innovative partnerships accompanied by 20 slides. Each slide is displayed for 15 seconds, and slides are automatically advanced. Ignite — Innovative Partnerships is a force for raising the collective IQ and building connections in the museum sector.

8:45 – 10:15 a.m. Session #6 — Learning from our Mistakes Moderator: John Swettenham, Canadian Museum of Nature Experts and novices from museums large and small will share stories of innovative campaigns that not only met or exceeded their objectives, but also some that misfired, and how they have emerged the wiser. In the second half of the session, participants will share their own stories in small groups, and choose ones to be shared with the wider room. Regardless of the type or size of museum in which you work, participants will leave the session with valuable lessons learned.

10:15 – 10:45 a.m. Networking/Round Table Discussions

10:45 – 11:45 a.m. Presentation by Round Table Discussion Groups

11:45 – 12:30 p.m. Symposium Wrap Up & Closing Facilitator: Andrea McManus, Vitreo Closing: Karen Bachmann, President, Canadian Museums Association

12:45 p.m. Optional Off-Site Study Tour — Heritage Park Pre-registration required! Bus departs Sheraton Cavalier at 12:45 p.m. and returns at 4 p.m. Come and learn the marketing and engagement secrets behind Calgary’s wildly successful Heritage Park. It first opened the gates on July 1, 1964, and has become one of Calgary’s premier tourist attractions, and one of North America’s largest and most successful living history museums. Heritage Park’s exhibits span the early 1860s fur trade to the petroleum and automobile-dominated 1950s. It is the Park’s mission to preserve the history of the early West and to educate and entertain guests of all ages for many generations to come.

CANADIAN MUSEUMS ASSOCIATION — 2018 4/9 DELEGATES

Kevin Anderson Laurence Beauvais Kate Butler Executive Director Development Coordinator Director New Brunswick Aviation Museum Bill Reid Gallery of Northwest Coast Art Haliburton Highlands Museum 1753 Rte., 118 639 Hornby St. Po Box 389 / 66 Museum Rd. Doyle’s Brook, NB E9E 2H8 Vancouver, BC V6C 2G3 Haliburton, ON K0M 1S0 506-625-4925 604-682-3455 ext. 227 705-457-2760 [email protected] [email protected] [email protected]

Anton Antonov Dean Brinton Peter Cantelon Senior VP, National Head of Sales CEO Executive Director Marsh Canada The Rooms Corporation Canadian Fossil Discovery Centre 120 Bremner Blvd., Suite 800 9 Bonaventure Ave. 111B Gilmour St. Toronto,ON M5J 0A8 St. John’s, NL A1C 5Y9 Morden, MB R6M 1N9 416-349-4405 709-757-8010 204-822-3406 [email protected] [email protected] [email protected]

Sophie Auffrey Michelle Brownridge Margaret Chrumka Heritage Development Officer — Community Engagement Coordinator Executive Director Community Relations Museums Association of Saskatchewan Kamloops Art Gallery Resurgo Place 424 McDonald St. 101-465 Victoria St. 20 Mountain Rd. Regina, SK S4N 6E1 Kamloops, BC V2C 2A9 Moncton, NB E1C 2J8 306-780-9451 250-377-2412 506-877-7775 [email protected] [email protected] [email protected]

Susan Burrows-Johnson Lori Clark Karen Bachmann CEO / Executive Director Archivist Director / Curator Galt Museum and Archives Edmonton Public Schools Timmins Museum: NEC 910 — 4 Ave. S Archives and Museum 325 2nd Ave. Lethbridge, AB T1J 0P6 10425 99 Ave. NW Timmins, ON P4N 8A4 403-329-7300 Edmonton, AB T5K 0E5 705-360-2600 [email protected] 780-422-1970 [email protected] [email protected]

Kara Burton Lisa Barrett Executive Director/Curator Jenny Conway Fisher Head of Fund Development Osoyoos Museum Society Manager, Marketing and Communications Heritage Park Historical Village Box 791 / 19 Park Pl. Glenbow Museum 1900 Heritage Dr. SW Osoyoos, BC V0H 1V0 130 9 Ave. SE Calgary, AB T2V 2X3 250-495-2582 Calgary, AB T2G 0P3 403-268-8524 [email protected] 403-268-4217 [email protected] [email protected]

CANADIAN MUSEUMS ASSOCIATION — 2018 5/9 Julie Copland-Stene Brian Desjardins Alice Herscovitch Manager, Marketing and Special Events Executive Director Executive Director Heritage Park Historical Village Hangar Flight Museum Montreal Holocaust Museum 1900 Heritage Dr. SW 4629 McCall Way NE 5151, Côte Ste Catherine Rd. Calgary, AB T2V 2X3 Calgary, AB T2E 8A5 Montreal, QC H3W 1M6 403-268-8556 403-250-3752 ext. 106 514-345-2605 ext. 3045 [email protected] [email protected] [email protected]

Rosalie Courage Katelynn Dietrich Robert Hubick President Director of Brand, Research Manager RBR Dev. Associates and Strategic Initiatives Jasper — Yellowhead 1301-1959 Upper Water St. THEMUSEUM Museum and Archives Halifax, NS B3J 3N2 10 King St. W Box 42 902-430-2350 Kitchener, ON N2G 1A3 Jasper, AB T0E 1E0 [email protected] 519-749-9387 ext. 235 780-852-3013 [email protected] [email protected]

Ashleigh Czyrnyj Individual Giving Officer Monte Greenshields Chelsey Kehler Manitoba Museum Manager of Development Executive Director 190 Rupert Ave. Whyte Museum of the Canadian Rockies Leighton Foundation (Leighton Art Centre) Winnipeg, MB R3B 0N2 P.O. Box 160, 111 Bear St. 282027 144 St. West 204-988-0687 Banff, AB T1L 1A3 Foothills, AB T1S 0Y4 [email protected] 403-762-2291 ext. 315 403-931-3153 [email protected] [email protected]

Duncan Daniels Head of Marketing and Communications Ashley Hardwick Brittany Kelsey Historic Sites and Museums, Collections Manager Community Outreach and Events Coordinator Alberta Culture and Tourism The Fort Museum Philip J. Currie Dinosaur Museum 2410 AMEC Pl., 801 6th Ave. SW PO Box 776 Box 328, 9301 - 112 Ave. Calgary, AB T2P 3W2 Fort Macleod, AB T0L 0Z0 Wembley, AB T0H 3S0 403-297-4044 403-553-4703 587-771-0662 [email protected] [email protected] [email protected]

Cindy Davis Madison Hauser Robert Laidler Manager Assistant Curator Director Edmonton Public Schools Archives and Museum Brooks and District Museum Museums Foundation of Canada 10425 99 Ave. NW 23 Garrow Cr. P.O. Box 487 Edmonton, AB T5K 0E5 Brooks, AB T1R 1H2 Niagara-on-the-Lake, ON L0S 1J0 780-422-1970 403-363-5237 204-952-4856 [email protected] [email protected] [email protected]

CANADIAN MUSEUMS ASSOCIATION — 2018 6/9 Rosalie Lammle Lauren Maillet Andrea McManus President Guest Services and Marketing Manager Chair, Board of Directors, Partner Kneehill Historical Museum Hangar Flight Museum ViTreo Group Inc. 1301 2nd St. NE, Box 653 4629 McCall Way NE 301 14 St. NW #200 Three Hills, AB T0M 2A0 Calgary, AB T2E 8A5 Calgary, AB T2N 2A1 403-443-1221 403-250-3752 ext.101 403-815-1860 [email protected] [email protected] [email protected]

Sue Lamothe Shaun Mansergh Peter Menzies Chief Operating Officer Business Development Manager Director Canadian Museums Association Profitek Royal Saskatchewan Museum 280 Metcalfe St., Suite 400 108-2340 Pegasus Way NE 2445 Albert St. Ottawa, ON K2P 1R7 Calgary, AB T2E 8M5 Regina, SK S4P 4W7 613-567-0099 ext. 229 [email protected] 306-787-2813 [email protected] [email protected]

Dana March Meredith Leary Museum Manager Tammy Morgan Member Engagement Coordinator Wooden Boat Museum of Executive Director Alberta Museums Association Newfoundland and Labrador Cranbrook History Centre 404-10408 124 St. PO Box 59 57 Van Horne St. S Edmonton, AB T5N 1R5 Winterton, NL A0B 3M0 Cranbrook, BC V1C 4H9 780-424-2626 x 227 709-583-2070 250-489-3918 [email protected] [email protected] [email protected]

Audrey Licop Pam Marks Alison Nelson Head of Programs and Communications Marketing and Communications Specialist Administrator Montreal Holocaust Museum Whyte Museum of the Canadian Rockies Steeves House Museum 5151, Cote-Ste-Catherine Rd. P.O. Box 160, 111 Bear St. 40 Mill St. Montréal, QC H3W 1M6 Banff, AB T1L 1A3 Hillsborough, NB E4H 2Z8 54-345-2605 ext. 3026 403-762-2291 ext.316 506-734-3102 [email protected] [email protected] [email protected]

Amanda MacKay Vanessa McBay Gail Niinimaa Communications Coordinator President President Leighton Art Centre Idea Factory Niinimaa Enterprises Inc. 282027 144 St. West 7 Plank Rd. 25 Cathedral Rd. N.W. Foothills, AB T1S 0Y4 St. John’s, NL A1E 1H3 Calgary, AB T2M 4K4 403-931-3153 709-765-1411 403-605-5320 [email protected] [email protected] [email protected]

CANADIAN MUSEUMS ASSOCIATION — 2018 7/9 Katrina Peredun Sue-Ann Ramsden Jessica Spalding Media and Communications Coordinator Director, Museum Enterprises Visitor Experience and Events Manager Grey Roots Museum and Archives Canadian Museums Association Beaverbrook Art Gallery 102599 Grey Rd. 18 280 Metcalfe St., Suite 400 703 Queens St. Owen Sound, ON N4K 5N6 Ottawa, ON K2P 1R7 Fredericton, NB E3B 5A6 519-376-3690 ext. 6135 289-868-8961 506-459-0974 [email protected] [email protected] [email protected]

Chris Petrik Kathryn Robson John Swettenham Director of Development Administration Director, Marketing Glenbow Museum Museum of the Highwood Canadian Museum of Nature 130 9 Ave. SE PO Box 5334 240 McLeod St. Calgary, AB T2G 0P3 High River, AB T1V 1M5 Ottawa, ON K1P 6P4 403-268-4208 403-652-7165 613-868-8277 [email protected] [email protected] [email protected]

Jordyn Potter Chris Roedler Jessica Tiefenbach Membership and Donations Coordinator Resource Development/ Director, Marketing and Partneships Royal Tyrrell Museum Cooperating Society Volunteer Coordinator RCMP Heritage Centre 1500 North Dinosaur Trail Galt Museum and Archives 5907 Dewdney Ave. Drumheller, AB T0J 0Y0 910 - 4 Ave. S Regina, SK S4T 0P4 403-820-6222 Lethbridge, AB T1J 0P6 306-719-3016 [email protected] 403-320-4219 [email protected] [email protected]

Caitlin Powell Vincent J. Varga Manager, Finance and Administration Graham Ruttan Museum Director Philip J. Currie Dinosaur Museum Marketing and Communications Officer Whyte Museum of the Canadian Rockies B 328, 9301-112 Ave. Galt Museum and Archives P.O. Box 160, 111 Bear St. Wembly, AB T0H 3S0 910 - 4 Ave. S Banff, AB T1L 1A3 587-771-0662 Lethbridge, AB T1J 0P6 403-762-2291 ext. 323 [email protected] 403-320-4009 [email protected] [email protected]

William Raccah Kurt von Hahn Executive Director Sheila Serup Marketing Officer Crowsnest Pass Ecomuseum Trust Society Executive Director Vancouver Maritime Museum Box 519 - 2531 213 St. Military Museums Foundation 1905 Ogden Rd. Bellevue, AB T0K 0C0 4520 Crowchild Trail SW Vancouver, BC V6J 1A3 403-564-4700 Calgary, AB T2T 5J4 604-764-2557 [email protected] [email protected] [email protected]

CANADIAN MUSEUMS ASSOCIATION — 2018 8/9 Natalie Wood Dana Zielke Yulia Zmerla Curator / Director Event Coordinator/ Office Manager Operations Manager Brockville Museum Bomber Command Museum Oseredok Ukrainian Cultural 5 Henry St. Box 1051/ 1659-21 Ave. Hwy 2 S. and Educational Centre Brockville, ON K6V 6M4 Nanton, AB T0L 1R0 184 Alexander Ave. 613-342-4397 ext. 6221 403-646-2270 Winnipeg, MB R3B 0L6 [email protected] [email protected] 204-942-0218 [email protected]

THANK YOU TO THE SYMPOSIUM COMMITTEE:

SUSAN BURROWS-JOHNSON, LETHBRIDGE, AB NAOMI GRATTAN, CALGARY, AB ROBERT LAIDLER, MUSEUMS FOUNDATION OF CANADA, NIAGARA-ON-THE-LAKE, ON SUE LAMOTHE, CANADIAN MUSEUMS ASSOCIATION, OTTAWA, ON DONNA LIVINGSTONE, GLENBOW MUSEUM, CALGARY, AB SHAUN MANSERGH, PROFITEK POS SOLUTIONS, CALGARY AB VANESSA MCBAY, IFACTORY/AGENCY OF RECORD FOR THE ROOMS, ST. JOHN’S, NL MEAGHAN PATTERSON, ALBERTA MUSEUMS ASSOCIATION, EDMONTON, AB SUE-ANN RAMSDEN, CANADIAN MUSEUMS ASSOCIATION, OTTAWA, ON JOHN SWETTENHAM, CANADIAN MUSEUM OF NATURE, OTTAWA, ON VINCENT VARGA, WHYTE MUSEUM OF THE CANADIAN ROCKIES, BANFF, AB

CANADIAN MUSEUMS ASSOCIATION — 2018 9/9 NOTES

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CANADIAN MUSEUMS ASSOCIATION — 2018