Find out about the latest trends in Canada’s charitable sector. Join Marnie Spears, Ketchum Canada’s President & CEO, as she shares the most up-to-date research on philanthropic trends across the country. Based on her rich experience leading Canada’s largest and most successful fundraising firm, this session will provide development professionals with an accurate picture of the current philanthropic landscape to assist them in crafting proactive fundraising strategies.

Marnie Spears, President & CEO, Ketchum Canada Inc., Toronto, ON

Charities operate in a complex regulatory environment and the expectations of regulators and the public are increasing. Current issues facing the sector include: recently introduced changes to the Income Tax Act and CCRA’s administrative policies, challenges in endowment building – balancing saving and spending having regard to donor wishes, the charity’s short- and long-term needs for program and operating funds, prudent investing, the current investment environment, income tax and other regulatory requirements .

The involvement / partnership of both finance and fundraising personnel is key to the successful resolution of these issues by your organization. Jill will provide an overview of some of the current issues facing the sector and will lead the group in an interactive discussion of these topics. A thoughtful discussion of current issues may point to the need for further changes to legislation and/or administrative policy. You will leave the session with important knowledge to share with your organization.

Jill H. McAlpine, C.A., Consultant to PricewaterhouseCoopers LLP, Toronto, ON

Stu Smith will present a light but informative review of leadership lessons from 37 years of fundraising management with volunteers, institutional management and everyone else who thinks they are your boss.

Stuart R. Smith, FAHP, President & CEO, Banner Health Foundation of Arizona and AHP Chair, AHP Board of Directors

When it comes to office efficiency, does your Foundation suffer from poor performance? Could efficiency be improved with a little tender loving care and attention? In the chaotic environment of a development office, policy and procedure development is often relegated to the backburner. Are policies/procedures developed in advance of an issue, or in response to it? What policies and procedures are absolutely essential? How do you ensure they are properly developed and organized? How can procedures enhance staff performance? Learn how to get passionate about policies and procedures and discover the secret elixir to bringing your foundation’s function to new heights of performance!

Michelle Campbell, BA, FAHP, Executive Director, Parkwood Hospital Foundation, London, ON

Have you ever felt like you’re at the mercy of your organization’s financial staff? Do they use terminology and talk about requirements you as a fundraiser, don’t understand? Even though you’re on the development side of the shop, it’s important that you understand how to evaluate your organization’s success. After all, fundraising is an important source of the revenue being tracked. In this session, a seasoned, non-profit finance expert will provide a high-level summary of the major not-for-profit accounting standards and wipe away some of the mystery associated with accounting for those gifts you receive. Come armed with your financial questions and frustrations and be ready to share. The speaker will provide individualized expert insight and help you understand how to better assess and use your not-for-profit accounting information.

Liz Marenakos, Product Manager, Blackbaud Inc., Charleston, SC

Download powerpoint presentation here.

Identifying and recruiting top fundraisers is fast becoming one of the most crucial and most difficult parts of any executive’s job. Learn the secrets of recruiting the best and the brightest by using the latest competency-based screening technology. Leading this information-packed session is Jean Crawford, a 20-year fundraising veteran who has turned her talents to recruiting exclusively for the philanthropic sector.

Jean Crawford, FAHP, President, Crawford Connect, Toronto, ON

Download word document here.

This session will attempt to address the following issues including: What constitutes good governance when it comes to investment management activities? How does your Statement of Investment Policy and Procedures fit into your overall fiduciary responsibilities? How should asset mix be formulated and how does that fit with the overall goals of your organization.

Ann E. Jackson, Portfolio Manager, Phillips, Hager & North Investment Management Ltd., Toronto, ON

Download adobe acrobat pdf here.