Convene Canada 2021 Education Sessions

• At A Distance: Welcoming New Donors in an Eventless Fundraising Environment

  After “At A Distance: Welcoming New Donors in an Eventless Fundraising Environment”, participants will be inspired to examine, in-depth, their donor acquisition efforts, the partners they engage and the opportunities they create to welcome new donors to connect with their mission in healthcare. All organizations, big and small, are challenged by how best to welcome new donors in an eventless fundraising environment, while also responsibly managing resources and effectively communicating the impact of their work. 
  
  In a diminished economy, further challenged by donor engagement at-a-distance, having a varied, creative approach, along with providing a second-to-none donor experience has never been more vital to standing out to your future donors. Join us as we share our journey of moving from traditional donor acquisition strategies to reimagined, multi-channeled approaches, including community partners, all in support of advancing healthcare.
  
  

  Speakers:

  Natasha O'Donnell
  Annual Giving Manager
  Saint John Regional Hospital Foundation
  
  Stephanie Fox, CFRE
  Vice President
  Saint John Regional Hospital Foundation
  
  Format: Case Study (45 minutes)

• Balanced Scorecard: Optimizing Qualitative & Quantitative ROI from Baseline to Bottomline

  To be accountable and demonstrate results, you need to accurately measure your organization’s overall performance.
  
  In this session you will be introduced to a new comprehensive Balanced Scorecard template for NPOs where qualitative analysis/surveys of Brand Awareness and Service Delivery together with Financial metrics provide a true ROI.
  
  The presentation will provide a new analytical insight for you to bring back to your organization that will help you build a roadmap through a step-by-step approach to evaluate results, draw conclusion and take action.
  
  We will outline how NPOs can start at the loftiest level (objectives) and drill down to the grass roots level (initiatives), to guarantee high-level performance.
  
  Taking this integrated approach of both qualitative and quantitative analysis we will broaden our view of what needs to be accurately measured to reach the true ROI of an organization.
  
  

  Speaker:

  Azra Hussain, PCP, CPA, CGA, CFRE
  Chief Operating Officer
  Surrey Hospitals Foundation
  
  Format: Express Talk (20 minutes)
  

• Beyond the Ballroom

  Amid the cancellations and rescheduling of events during COVID-19, our teams were faced with the challenge of still helping our non-profit clients fundraise during a global pandemic. 
  
  Come and be immersed in a case study that will demonstrate how our team’s creative minds and those pie-in-the-sky ideas helped reimagine a long-standing gala and exceed expectations and fundraising targets. 
  
  Looking beyond the ballroom, our session will give attendees an inside look at how we successfully pivoted during a pandemic and created hybrid and virtual galas. We kept all the important traditions of a signature fundraising gala while shaking things up!
  
  Two case studies will show attendees not to be afraid of change and that they can still reach new heights and targets in a virtual world.
  
  

  Speakers:

  Sabrina Roy
  CEO & Founder
  Fluid
  
  Ron Hogue
  Director of Development
  Victoria General Hospital Foundation
  
  Format: Case Study (45 minutes)

• Breaking Boundaries Between Fundraiser & Physician

  What if we stopped for a moment and thought about what hospital foundations are really meant to achieve? What if it was not about raising more money but rather focused on supporting better patient care? What if we asked our hospital partners questions that go beyond what they can’t afford and instead ask them what they need – with no limits - to do their very best? It can feel like a scary place to go, but it will allow us to  start a journey. A journey where we can fully utilize the skill set that our Foundations possess and the resources they access to begin to tackle the complex problems of delivering better health care for all. Hear a case study of two leaders trying to redefine the boundaries of their roles with the aim of building a better healthcare future.
  
  

  Speakers:

  Jeff Norris, MBA, CFRE
  President & CEO
  Royal Columbian Hospital Foundation
  
  Steven Reynolds, MD
  Site Medical Director
  Royal Columbian Hospital
  
  Format: Case Study (45 minutes)

• Donations of Tomorrow: Cryptocurrency Philanthropy & Canadian Healthcare

  In the spring of 2020, the Lloydminster Region Health Foundation set out on a journey to figure out what cryptocurrency was, and how they could put it to work for their healthcare facilities. In this session, LRHF CEO Malcolm Radke and Canadian cryptocurrency consultant Kyle Stark their learnings from that experience. 
  
  This session will also review best-practice cases from across the country and the world, and go over the policies and steps needed for Canadian healthcare foundations to start receiving donations of cryptocurrency right away.  
  
  This presentation will cover:
  - Overview of cryptocurrencies and blockchain technology
  - Logistics of accepting and processing cryptocurrency donations
  - Sample policies for board approval
  - Other tips and tricks 
  
  We also give a brief overview of the history of cryptocurrency, its uses, and the future of crypto philanthropy in Canada.
  
  

  Speakers:

  Malcolm Radke, CFRE
  Chief Executive Officer
  Lloydminster Region Health Foundation
  
  Kyle Stark
  Consultant
  Charitable Crypto
  
  Format: Case Study (45 minutes)

• From Stumbling Blocks to Empathetic Leadership

   

  How are you doing? 
  
  Are you managing okay?
  
  Are you taking care of your mental health?
  
  Through the pandemic these questions have become common place in emails and virtual meetings, almost to the point of being rote. However, when you ask these questions are you prepared for all the responses you might receive? Are you willing to respond with benevolence yourself?
  
  The fundraising sector, and more specifically the healthcare fundraising sector, has become more sensitized to the mental health, overall wellbeing, and ‘balance’ of our staff; this has accelerated exponentially as a result of the pandemic. For those who have suffered serious illness this professional care mongering has been a welcome addition to their work life. 
  
  Presenters Tanya Rumble and Janice St. Denis have spent much of their careers in healthcare fundraising and have transformed their lived experiences with illness and loss into powerful empathetic leadership. Leading with vulnerability and compassion has made them successful fundraisers, but more importantly thoughtful leaders. This session will empower you to leverage your own lived experiences with health and illness to be a build authentic relationships with donors and team members, and more importantly become better equipped to respond when someone is not doing well.

  Speakers:

  Tanya Hannah Rumble, CFRE, MFA-P
  Director of Development
  Ryerson University
  
  Janice St. Denis, CFRE
  Director of Development, Faculty of Health Sciences
  McMaster University
  
  Format: Case Study (45 minutes)

• Implementing Compensation Transparency in a Small Team

  Transparency around compensation structures and practices is increasingly a hot topic, with many in the sector seeing it as a key aspect of strengthening equity and inclusivity.  And high-performing staff often seek recognition that translates into compensation adjustments based on performance rather than seniority. 
  
  However, many small to mid-sized foundations struggle with establishing a compensation structure that balances the demands for recognition and transparency with other imperatives, including confidentiality and the need to balance competitiveness with budget realities.
  
  In this session, Celeste and Jeff will discuss these key compensation trends and how the Saint John Regional Hospital Foundation benchmarked and enhanced their compensation structure, and share early results of implementation.  Essential ‘must haves’ and key steps for foundations to consider and adopt in their own compensation structures will also be shared.
  

   

  Speakers:

  Celeste Bannon Waterman
  Partner/Lead, Research + Analytics
  KCI
  
  Jeff McAloon
  President & CEO
  Saint John Regional Hospital Foundation
  
  Format: Case Study (45 minutes)

• Redefining Tribute Giving for Increased Growth

  Healthcare organizations have an incredible source of new donor prospects and high value donor opportunities already sitting in their programs called Tribute Donors.  We often see very low renewal rates and a lack of understanding of who these important audiences are and what they need to do more. 
  
  In this session, we will utilize research into the core needs of tribute donors and how our experience of using relationship analytics, motivation and affinity is addressing how tribute donors can be engaged and inspired to do more.  We will look at the differences in In-mem, In-gratitude and Celebration donors in order to build strategies that will change outcomes with each group.  Through global examples, we will demonstrate how we can utilize tribute as a vital source of new donors to our programs and help you to build your internal case for investment into the delivery of content and experience that will take these important donor groups to the next level.
  
  

  Speakers:

  Kimberley Blease
  Executive Vice President, Consultancy
  Blakely Inc.
  
  Rachel Hunnybun
  Director, Strategic Solutions
  Blakely Inc.
  
  Louise McCathie
  Director of Fundraising
  NHS Charities Together
  
  Format: Case Study (45 minutes)
  
  
  

• Runaway Rural Hospitals: Strategies for Thriving Hospital Communities

  Leadership in rural fundraising is not for the faint of heart. Power, politics, governance and professionalism can get in the way of raising money for healthcare. And yet, with 1 in 5 Canadians living in a rural setting, this donor base represents a huge potential new funding source for charities of all sizes. For these donors, philanthropic values and social challenges in small towns can differ drastically from big city settings.
  
  In this session we will look at how industry trends and best-practices can be tailored for success connecting with rural donors, for both small and large fundraising organizations.
  
  We will address long-held assumptions about rural communities and wealth, to uncover new donors.
  
  We will examine successful leadership, governance, and strategy in a rural small-shop setting.
  
  Finally, we will discuss how fundraisers can connect in meaningful ways with the heart of the small town donor.
  
  

  Speakers:

  Malcolm Radke, CFRE
  Chief Executive Officer
  Lloydminster Region Health Foundation
  
  Jenny Mitchell, CFRE
  Chief Visionary Officer
  Chavender
  
  Format: Case Study (45 minutes)

• Secrets Unveiled: Leverage All Giving With Ravishing Planned Gift Knowledge

  It’s like magic.  Secure yet another gift or move an account forward from Identification to Solicitation in just one meeting. Set aside frustration and join us. Together we will touch on advanced yet pivotal Planned Giving knowledge. Absorb select strategy that will help you as an individual and will create partnership with your donors. Complex nasties like Marginal Tax Rate, Deemed Disposition of Assets, Lifetime Capital Gains Exemption, US Encroachment, and other delights actually drive your case for philanthropy. Let’s flip the lens and learn through doing. Interactive materials will empower you to understand your needs, make YOUR best choices for you and your family.  Only then can you share your donor’s mind and professionally yet gently replace CRA with your case for giving.
  
  

  Speaker:

  Saskia Ages, CFRE
  Associate Director, Planned Giving
  University Hospitals Kingston Foundation
  
  Format: Seminar (45 minutes)

• Secure Municipal Support for Your Capital Campaign

  In this lively Case Study session, we’ll explain the rationale and the process that Bowmanville Hospital Foundation used and the outcome they achieved in securing municipal support for their capital campaign. Participants will leave with the following key takeaways:
  1. Be better able to secure capital campaign gifts from your municipality
  2. Understand how to more effectively explain the need to the community
  3. Better engage the community in supporting the campaign
  
  

  Speakers:

  Frank Cerisano
  Chief Executive Officer
  Bowmanville Hospital Foundation
  
  George Stanois
  Senior Vice President
  BNP GOLDIE Canada
  

• Talkin' 'Bout My Generation: Bridging Multigenerational Approaches to Fundraising

  There’s no standard approach to fundraising and having multiple generations represented in the workplace is an asset. To be an effective fundraiser, it’s important to be comfortable acknowledging your own limitations and biases, learning to overcome assumptions of each generation. 
  
  Christine’s a Boomer and lives up to the conventional notion of valuing face-to-face relationships, being goal-centric and disciplined in her approach. Danielle’s a Millennial and like you’d expect, she’s tech-savvy and has new ideas to adapt traditional approaches to communication and fundraising. Co-presenters will compare their unique, generational approaches to fundraising, highlighting best practices and new tactics through generational knowledge transfer.
  
  Harnessing multigenerational skills results in a robust workplace and the best donor experience. One tactic that allows for generational fundraising styles to be discussed and collaborative ideas to be explored are team Donor Strategy Meetings. A culture of communication between multigenerational colleagues creates better cohesiveness, improving one’s fundraising tactics.
  
  

  Speakers:

  Christine McKernan, MBA
  Manager, Advancement
  Sunnybrook Foundation
  
  Danielle Stonehouse, MPNL
  Advancement Officer
  Sunnybrook Foundation
  
  Format: Express Talk (20 minutes)

• Telling the Perfect Story: Your 8-Step Kit for Storytelling Success

  Human beings have been telling each other stories for tens of thousands of years. And now, thanks to advances in neuroscience, we know why! Stories have always been – and still are – the most powerful way we educate, entertain, persuade and connect with each other.
  
  If you think that your organization’s storytelling is anything less that superb, this session is custom-made for you! In just ninety minutes, you’ll learn how to craft the blueprint that will get you to your own perfect story. Participants will learn the 7 key elements of a complete story, but they will also learn the overall goal that every great storyteller – from William Shakespeare to Walt Disney - achieves.
  
  This session will combine conceptual presentation of the material, a show and tell case study from a Canadian hospital foundation as well as the opportunity for participants to begin collaborating on their own story blueprints.
  
  

  Speaker:

  Fraser Green
  Principal & Chief Strategist
  Good Works
  
  Co-presenter to be announced
  
  Format: Seminar (45 minutes)

• Turning Social Donors into Long-Term Donors

  We know that personal connections to a hospital or foundation often drive the highest loyalty, so it’s probably no surprise that channels like tributes and events are two that tend not to perform so well in terms of renewal rates.  Let’s face it – these ‘social’ donors are often supporting their friend, co-worker, or family member and don’t have that direct or personal connection with your organization.  Wouldn’t it be great if there were strategies and tactics that could help you re-engage and retain donors from these hardest-to-retain donor channels?  In this session, we will show you how you can create a real and genuine connection with social donors and turn them into long-term supporters.
  

  Speakers:

  Stu Manewith
  Director of Thought Leadership and Advocacy
  Omatic Software
  
  Bailey Benzle
  Director of Sales Enablement
  Omatic Software
  
  Format: Express Talk (20 minutes)

• Using Words that Work

  Words can start or end wars, begin marriages or bring divorce, but they can also make us fantastic, unbeatable fundraisers and together we will learn what messages are magnificent fundraising tools, and what words we need to avoid.
  
  Presented by a long-time fundraiser who is also a journalist, author and attorney, you will learn what types of messaging results in more donations, and which ones do not. The presenter will share secrets of what words can transform donors and organizations, and which ones that are commonly used but present disappointing results.
  
  Attendees will leave with a new appreciation for how every message matters, and how they can accomplish more by doing less! When we sharpen our messaging we don't have to work as hard, and our donors respond more quickly and generously. We all have great missions. It's how we present them to donors that matters.
  
  

  Speaker:

  Wayne Olson, JD
  Planned Giving Officer
  Intermountain Healthcare
  
  Format: Express Talk (20 minutes)

• When the Chips are Down: Partnerships that Pay Off

  The proverbial saying: “a true friend is someone who will be there when the chips are down” rings true when examining all successful corporate partnerships; these strong relationships are required to accelerate critical health care initiatives.  This session equips participants with the skills required to forge meaningful partnerships, which are crucial to overcoming adversity – including the challenges presented by COVID-19.  Participants will benefit from exploring a real-life case example which illustrates how strong partnerships, creativity, and fighting spirit saved a world-first clinical trial which had just been approved by Health Canada after many years of exhaustive research.
  
  

  Speaker:

  Kate Porter
  Major Gifts Advancement Officer
  Sunnybrook Foundation
  
  Format: Express Talk (20 minutes)