Summit Tracks

Conference Summit Track and Participants

8:00am to 9:00am

Barbara Grantham, President of the VGH+UBC Hospital Foundation will lead a discussion encouraging a panel of thought leaders to challenge the “rules” about our sector and profession. With Yuri Fulmer (Chairman, Fulmer Capital Partners), Cairine MacDonald (Executive Leadership, Business & Government), Donovan Woolard (Ventures Director, Radius SFU) and Ginger Gosnell-Myers (Aboriginal Planning, City of Vancouver), we’ll question conventional wisdom and look at how we can reinvent charitable impact in British Columbia.

Facilitator
President
VGH + UBC Hospital Foundation
Speaker
Chairman
Fulmer Capital Partners
Speaker
Speaker
Aboriginal Planner
City of Vancouver
Speaker
Radius Ventures Director
Radius SFU

Philanthropy in Vancouver is in transition as the next generation takes the reins. This conversation with leading philanthropists, led by Fred Lee, Associate Vice President Alumni Relations at UBC, will explore how philanthropy is changing in Vancouver and how we must adapt our thinking, think differently about community needs, and engage donors in new ways to increase impact.

Facilitator
Director of Alumni Engagement
University of British Columbia
Speaker
President & CEO
GSL Group

We live in the age of big data. The information in not-for-profit donor databases is rarely exploited to its fullest by today’s enormous computing power. Within that data, however, are hidden gems of insight to guide organizational strategy. This session will explore how data, both internal and external to your organization, can inform strategies for growth in revenues. This session will draw on the speakers' two decades of experience, including case studies, in higher education and healthcare philanthropy.

Facilitator
Senior Vice-President
VGH & UBC Hospital Foundation

How can you get the most from your Board members while enhancing their experience with your organization? Find out what motivates and energizes volunteers! Learn how to establish clear roles and set expectations for both Board and staff to ensure successful fundraising. This session will address the importance of Board recruitment, orientation, coaching, practice and patience, as well as identifying specific skill sets to determine how your volunteers can be most effective.

Facilitator
CFRE - Partner
Compton Fundraising Consultants
Speaker
Chief Development Officer
S.U.C.C.E.S.S. Foundation
Speaker

Bard on the Beach

Today's donors are not the same group that charities have relied on in the past. "We've always done it this way" just doesn't cut it anymore. 

This is especially true when reaching out to a new community with different expectations, needs, and beliefs when it comes to philanthropy. 

Learn how to refresh your fundraising strategies and expand your audience. Panelists Vu Le, Dara Parker, and Cliff Fregin will share their experiences integrating diversity and inclusion in their work.
 

Facilitator
Director, Advancement, Faculty of Health Sciences
SFU
Speaker
Executive Director
Rainer Valley Corps
Speaker
CEO
New Relationship Trust
Speaker
Executive Director
Social Venture Partners

Join Janice as she shares her knowledge and expertise gained from many years in the charitable sector. In this session, Janice will provide the rationale, process and tips for you to have insightful and productive conversations with donors. Janice will also engage you in an exercise to apply what you’ve learned so that you will have the confidence to get out there and effectively engage with your donors.

Facilitator
Philanthropy Advisor
JLM Philanthropy

Major Gifts don't just happen - OK, sometimes they do but more often it takes well thought-out strategies to even get to the solicitation. This session will focus on cultivation plans for your major gift prospects and highlight experiences and lessons learned within organizations at very different ages and stages of growth within their major gift program.

Facilitator
CFRE, Principal
David Love Fundraising & Philanthropic Counsel
Speaker
Director
David Suzuki Foundation
Speaker
Speaker
Director of Advancement
SFU Beedie School of Business
2:15pm to 4:45pm

Greater Vancouver’s not-for-profit leaders and fundraising professionals are grappling with the region’s rapid demographic change and growth, and the unharnessed opportunities this presents. 

These are the topics we aim to broach with delegates. We will launch the workshop with a deep dive in research-based content, leading off with Emily Griffiths-Hamilton, family succession planning specialist and author of Build Your Family Bank, and UBC economist and CIFAR Fellow, Patrick Francois on his research on pro-social behavior. We will then invite short presentations on best practices in philanthropic community building. Our goal: stretch our thinking, and workshop ideas for building and strengthening connections to community and which motivate increased philanthropy.

Facilitator
Vice President
Global Philanthropic
Speaker
CIFAR Fellow and Economist
University of British Columbia
Speaker
Investment Advisor
Hamilton & Associates

Do you really know what your boards and senior executive need in terms of financial reporting? How do you present the numbers so that they understand them? What should be included in your dashboard to senior leadership? David Radburn will speak about fundraising and philanthropy from the perspective of the CFO and board, to help you fine tune your reporting and get the decisions you need to increase your impact.

Speaker
VP Corporate Affairs and CFO
Science World

Big does not necessarily mean success. Giant Steps School is a small Montreal-based school for children with autism, founded by parents for their children. Elaine Lalonde, former parent and fundraising consultant for the Giant Steps Foundation , launched their first ever crowd funding campaign on March 31st, 2016 on the eve of Autism Awareness Month. With hard work and rock solid preparation, they raised over $400,000 in 24 hours. Bring your plan and join Elaine for an hour of practical learning and take-away tips. 

Speaker
Senior Associate
Global Philanthropic

Is Direct Mail dead? Can social media actually raise money? Will all giving be online ten years from now? We’ve all heard the opinions, now Lynne and Ryan from Harvey McKinnon Associates will give you real examples of fantastically successful multi-channel campaigns. Featuring monthly giving, fundraising/non profit start-ups, and last year’s Anyone But Conservatives campaign.

Facilitator
Head of Integrated Marketing
Harvey Mckinnon & Associates

Join fundraising recruitment specialist Phil Gérard and his panelists in an engaging, interactive session about career transitions in the fundraising sector. Panelists will answer the audience’s career questions such as:
• What's the best approach to start a fundraising career?
• How do I successfully transition into fundraising from another career?
• How do I move into a frontline fundraising role when I have been ‘behind the scenes’?  
• What's the career path to an executive role?

Facilitator
Fundraising Talent Management
Gérard Consulting
Speaker
Associate Director of Advancement
Simon Fraser University
Speaker
Chief Development Officer
S.U.C.C.E.S.S. Foundation
Speaker
Executive Director
The Terry Fox Foundation