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»
Leadership Tracks
» Major Gifts/Planned Giving/Capital Campaigns Track
» Finance, Governance & Administration Track
» Special
Topics Track
»
Public
Relations Track (HCPRA)
Finance,
Governance & Administration
Track
TRACK
DEAN:
Greg Baker: Vice President,
Finance & Administration,
Sunnybrook & Women’s
Foundation, Toronto
Ont.
| SUNDAY,
JUNE 6 |
10:00
-
11:20
am |
1. LEGAL, REGULATORY
AND GOVERNANCE
ISSUES IN THE
CHARITABLE SECTOR
Public concerns
about ethics,
privacy, security,
and protection
have driven an
increase in the
number of laws,
regulations, and
standards in the
marketplace. The
charitable sector
has not been spared.
Come join a session
that focuses on
issues related
to these marketplace
changes and the
effect on the
policies, procedures,
practices and
governance of
registered charities.
Jill
McAlpine,
FCA
Senior
Consultant
PricewaterhouseCoopers
LLP
|
|
| SUNDAY,
JUNE 6 |
1:40
-
3:00
pm |
2. HEALTHCARE
BENCHMARKS FOR
EXCELLENCE
This session
will focus on
strategies for
improving organizational
performance
at health care
foundations. Based
on extensive research
currently being
conducted, the
session will identify
the key ingredients
required to be
a strong and capable
healthcare foundation
that is focussed,
accountable, responsive,
productive and
effective.
Karen Wilson
Senior VP Research,
Ketchum
Canada
Inc
|
Gillian Morrison
VP, Research,
Ketchum Canada Inc |
| SUNDAY,
JUNE 6 |
3:40
-
5:00
pm |
3. POLICY IMPLEMENTATION:
HOW TO GO FROM
INVESTMENT POLICY
TO IMPLEMENTATION?
This session
will open with
a brief review
of the Investment
Policy Statement
and the concept
of prudent person,
followed by a
discussion on
how to implement
an investment
policy and how
to use it to set
the selection
criteria for an
investment manager
search. The discussion
will move to the
RFP process including
helpful tips and
tricks, then to
using benchmarks
and other measures
against which
to evaluate the
performance of
the chosen investment
manager.
Ann
E. Jackson,
CFA, MBA
Phillips,
Hager
&
North
Investment
Management
Ltd.
|
Mark
DeCelles
Phillips,
Hager
&
North
Investment
Management
Ltd. |
| MONDAY,
JUNE 7 |
8:30
-
10:00
am |
4. MEASURABLE
STRATEGIC PLANS
— POSSIBLE
OR IMPOSSIBLE!
Challenge
your assumptions
and annual process
for keeping your
strategic plan
“alive”.
Participants will
examine the accountabilities
of the board,
management and
staff for achieving
your organization’s
mission and vision.
This session is
not about developing
the process but
about implementing
a strategic plan
for measurable
results over a
three to four-year
timeframe.
Pearl
Veenema,
CFRE Managing
Director
of Campaigns
University
Health
Network,
Toronto,
Ontario |
| MONDAY,
JUNE 7 |
10:40
am
-
12:00
pm |
5. IMPROVING
CHARITABLE ACCOUNTABILITY:
ONE FOUNDATION’S
EXPERIENCE
A leading
trend in philanthropy
today is the public
demand for greater
charitable accountability.
Governments, churches
and the corporate
world have all
been forced to
address the issues
of greater responsibility
to taxpayers,
parishioners,
shareholders and
customers. The
trend is no less
for charities.
This session will
address the rationale
for greater accountability,
and the practical
steps one charity
has taken to establish
a comprehensive
program of charitable
accountability
with ongoing monitoring.
Rob
Donelsen,
CFRE,
President
St. Joseph’s
Healthcare
Foundation,
Hamilton |
| MONDAY,
JUNE 7 |
1:40
-
2:50
pm |
6. CAPITAL
STRATEGIES FOR
ANNUAL CAMPAIGNS
AND VOLUNTEER
DEVELOPMENT
Learn about
a successful annual
campaign model,
which is based
on classic capital
campaign strategies.
The session will
demonstrate, with
practical examples,
how volunteers
are engaged in
achieving increasingly
ambitious fund
raising goals.
You will also
learn how the
model serves as
an effective tool
for volunteer
and board development.
Les
Parrott,
Past Chair,
Friends
of The
Moncton
Hospital
Foundation
|
Linda
Saunders
Director
Development,
South-East
Regional
Health
Authority,
Moncton,
NB |
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