GOVERNANCE, FINANCE AND ADMINISTRATION TRACK | MAJOR GIFTS TRACK
PUBLIC RELATIONS & MARKETING TRACK | LEADERSHIP TRACK

ANNUAL GIVING/SMALL SHOP TRACK TRACK DEAN: RHONDA CUNNINGHAM, CFRE NORTHUMBERLAND HILLS HOSPITAL FOUNDATION

Monday May 16 10:45 a.m. to 12:00 p.m.
Grabbing Positive Headlines: How to Access your Local Media
Hazel Postma, Executive Director, Eagle Ridge Hospital Foundation

Learn how community newspapers work, about deadlines, features, promotions, ads, news, op-eds and letters to the editors, and the dreaded cheque presentation photo that newspapers hate but donors love! Discover ideas on how to get to know your local reporters, giving them the stories they want, what to send them and what not to send them, how to grab their interest. What should you be looking for in partnerships especially if your town has more than one newspaper? Tips provided on writing press releases, CP style, tailoring photo shoots to ensure publication, etc.

Monday May 16 1:30 p.m. to 2:45 p.m.
Innovations in Online Fundraising: Case Studies and Future Opportunities
Philip King, President and CEO, Artez Interactive

One of the nice features of the Internet is that it allows small shops to act very big. This session will explore examples of online fundraising in the healthcare community. Participants will be encouraged to think beyond the simple “donation form” on site. An interactive session will allow participants the opportunity to share experiences, wins and challenges.

Monday May 16 3:15 p.m. to 4:30 p.m.
Get the Gremlins Out of Your Database
Jeff Gignac, CFRE, President, JMG Solutions

In this session you will learn 25 tips to manage the information in your database more effectively. Discover that you are not alone and find out that others have similar challenges in keeping their database efficient and effective.

Tuesday May 17 9:00 a.m. to 10:15 a.m.
The Comprehensive Annual Plan
Suzanne Bone, CFRE, Executive Director, The Foundation of Guelph General Hospital

The annual plan contains many elements. How do you ensure all the pieces align with your goals for the year and fit into a comprehensive plan? This session will focus on the process of building the annual plan from the basis of an agreed upon strategic plan or strategic directions. From creation, through tracking to reporting and the creation of the next plan, this is an overview of the annual planning process.

Tuesday May 17 10:45 a.m. to 12:00 p.m.
What Works in Today’s Direct Mail Market

Amy Desjardins, President, SCO Health Service Foundation
Jose van Herpt, CFRE, Principal, The FLA Group

The direct mail market is a very crowded and cluttered place today. This very practical session will tell you who to target, how to get the first gift and how to keep donors coming back – and giving more – year after year.

Tuesday May 17 2:00 p.m. to 3:15 p.m.
Capital Campaigning – It Changes Everything!
Lee Pigeau, Executive Director, Soldier’s Memorial Hospital Foundation---

A successful six or seven figure campaign is suppose to change your organization and this change can be especially dramatic for charities in smaller centres. Learn to triumph by adapting textbook theory to your reality, organizing yourself and your volunteers, work with consultants and set realistic goals. Change doesn’t stop after victory either, so this session will look at the ongoing needs of the successful small shop before, during and after a campaign.

Tuesday May 17 3:45 p.m. to 5:00 p.m.
The Art of Storytelling
Tim Cameron, CFRE, Executive Director, Saint John Regional Hospital Foundation

Back by popular demand! Let me tell you a story… is a common starting point for the very best of communicators. Storytelling is a powerful tool in presenting a charitable case. The impact of stories are proven effective in mail campaigns, oral presentations, face-to-face fundraising, cause marketing, and virtually every aspect of charitable work. Come hear the stories. Come share your stories. Come get your story book, and come learn about how to insert stories into your communications.

GOVERNANCE, FINANCE AND ADMINISTRATION TRACK TRACK DEAN – GREG BAKER, CGA, MBA – CFO AND VP, FINANCE & ADMINISTRATION, SUNNYBROOK & WOMEN’S FOUNDATION

Monday May 16 10:45 a.m. to 12:00 p.m.
Investment Policies and Practices as Competitive Business Strategies – Part 1
Dianne Lister, LLB CFRE, Principal, The Dianne Lister Group
Sheila Norman, CFA, Vice President, McLean Budden Ltd.
Kelly Rodgers, CFA, Chief Executive Officer, Rodgers Investment Consulting

This broad-based session is designed to provide an overview of the investment industry, its players and terminology and link that overview into an understanding of fiduciary responsibilities of CEO/ED, Board and Investment Committee. It will also cover the development of Investment Policy Statements and key policies and processes around investment management and the players who may be involved in managing your funds. Best practices will be explored by three industry leaders. Practical checklists and resource materials will be provided.

Monday May 16 1:30 p.m. to 2:45 p.m.
Investment Policies and Practices as Competitive Business Strategies – Part 2
Dianne Lister, LLB CFRE, Principal, The Dianne Lister Group
Sheila Norman, CFA, Vice President, McLean Budden Ltd.
Kelly Rodgers, CFA, Chief Executive Officer, Rodgers Investment Consulting

This second session will focus more on understanding the inter-relationships between spending policies, asset allocation and how these items impact on business strategies. It will review how you develop a process for evaluating, selecting and monitoring investment managers. Best practices will be explored by three industry leaders. Practical checklists and resource materials will be provided.

Monday May 16 3:15 p.m. to 4:30 p.m.
How Does Your Organization Benchmark Financial Performance
John S. Griswold, Jr. Executive Director, Commonfund

This session with will discuss the findings of the latest Commonfund Benchmarks Study of Healthcare institutions. The Study focuses on the investment practices of nonprofit health care institutions and describes their investment performance and asset allocations, among other findings. In addition, the presenters will discuss their outlook for the economy and the investment markets as well as trends in the governance of nonprofits that may affect financial practices and reporting.

Tuesday May 17 9:00 a.m. to 10:15 a.m.
Philanthropic Trends 2005!
Marnie Spears, President, Ketchum Canada Inc.

Based on her experience in fundraising consultancy, Marnie Spears will use anecdotal examples and qualitative research to provide development professionals with an accurate picture of the current philanthropic landscape and the trends that they should be factoring into their fundraising strategies

Tuesday May 17 10:45 a.m. – 12:00 p.m.
Legal Regulatory and Governance Issues in the Charitable Sector
Jill McAlpine, FCA, Senior Consultant, PricewaterhouseCoopers LLP

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 the focuses on issues related to these marketplace changes and the effect on the policies, procedures, practices and governance of registered charities.

Tuesday May 17 2:00 p.m. to 3:15 p.m.
Prescriptions for Organizational Health;
Measuring Your Organization’s Performance
Paul Koreen, VP Corporate Development, Ketchum Canada Inc.
Gillian Morrison, VP, Research, Ketchum Canada Inc.

In today’s competitive world, it is essential to assess your foundation’s health as an organization. Building on Ketchum’s Benchmarks of Excellence for Healthcare Foundations, the tools and techniques for performance measurement will be examined. This will ensure that your foundation is focusing on the factors that most influence its success.

Tuesday May 17 3:45 p.m. – 5:00 p.m.
Beating the Database Bugaboo
Jody Dailey, Fundraising Database Consultant,
Hamilton Health Sciences Foundation

J. B. Michael Farrell, FAHP, President and CEO,
Hamilton Health Sciences Foundation

Most database problems and challenges can't be blamed on the software. Clear direction and strong communication in and around the use of software are the vital missing links. Through examples and interaction, the importance of strengthening communications between fundraisers and administrative staff to create a cohesive team will be demonstrated Organizational leaders, fundraisers, and administrative supervisors alike will acquire tangible methods and approaches for ensuring satisfaction and success from the use of their database.

MAJOR GIFTS TRACK TRACK DEAN – HEATHER HURST, PRESIDENT & CEO, WEST PARK HEALTHCARE CENTRE FOUNDATION

Monday May 16 10:45 a.m. – 12:00 p.m.
Beyond Galas and Golf: Strategic special events pave the way to major gifts
Jennifer Laughton, Director of Major Gifts, Trillium Health Centre Foundation

Linda Scott, Manager, Community Fundraising,
Trillium Health Centre Foundation

Dipti Rach, Development Officer, Trillium Health Centre Foundation

Learn how to introduce diverse communities to your major gift program through strategic events – How do you target specific groups and gain entry? How do you identify the appropriate event for each community/group to introduce them to your organization, its mission or your cause? Understand steps involved to transfer loyalty from the primary event to your organization and how to integrate the role of your event planner into your major gift program.

Monday May 16 1:30 p.m. to 2:45 p.m.
Over Coming Major Gift Glitches
Paulette Roberts, FAHP, President, Meridian Health System Affiliated Foundations

The secrets are all out. There is nothing new in major gift fundraising …or is there? Join in a thought-provoking, interactive discussion on “best practices” related to major gift solicitations. Case studies we’ve all experienced at one time or another in our careers will receive a fresh spin on how to overcome major glitches. Come prepared to share your experience, learn from your colleagues.

Monday May 16 3:15 p.m. – 4:30 p.m.
From Campaign Pledge to Sustaining Campaign…
Keeping donor sights high and long
Rosalie Courage, President, RBR Development Associates Ltd.

The capital campaign has reached goal, the Board and campaign team are highly motivated and celebrating the success of the appeal. We have all been there and now the challenge will be to return to the sustaining campaigns and appeals but to maximize the momentum of the capital appeal. Planning, stewardship, moves management and planned gifts—a fully integrated program will keep donor sights high and long. This session will address ‘returning to the real world—post campaign’ and the use of unique models and process to ensure opportunities are maximized.

Tuesday May 17 9:00a.m. – 10:15 a.m.
The Future of Capital Campaigns (Or Why Bother) -- The Keys to Success
William C. McGinly, President & Chief Executive Officer, Association of Healthcare Philanthropy

Explore the meaning, components and elements of capital campaigns along with the role of trustees in the program. And is their a future for the campaign?... and how is it changing?...what does it lead to for better results in fund raising? Discussion and questions included!

Tuesday May 17 10:45 a.m. to 12:00p.m.
Procedures and Policies for Gifts of Publicly Listed Securities
Ann Jackson, Vice President, Phillips, Hager & North Investment Management Limited

Participants will learn about the issues and related policies and procedures for the handling of gifts of publicly listed securities.

Tuesday May 17 2:00 p.m. to 3:15 p.m.
Are you a Healthcare Centre Going After Big Fish?
Barbara Burggraf, Campaign Director, Ketchum Canada Inc.
Jacqueline Belsito, Campaign Director, Ketchum Canada Inc.
Chris Must, Director, Kemptville District Hospital Foundation
Gerry Huddleston, Executive Director , Smiths Falls Community Hospital Foundation

Get the attention your campaign deserves! This panel session led by four highly experienced development professionals will teach you how to move beyond grassroots fundraising and start reeling in the major gifts. It will also provide you with the techniques involved in conducting prospect research in smaller communities and how to get larger corporations to recognize your campaign.

Tuesday May 17 3:45 p.m. to 5:00 p.m.
Selling Sponsorship in Publicly Funded Institutions
Judy Haber, Principal, Performance Sponsorship Group

Haber argues that corporations who want to get involved with publicly funded institutions want to deliver more than just cash and budget relief for a not-for-profit venue. Haber will discuss the following: Integration and coordination of fundraising and sponsorship endeavors; Positioning sponsorship acquisition with your various stakeholders including media board staff, suppliers, etc.

PUBLIC RELATIONS & MARKETING TRACK TRACK DEAN: JANE PETRICIC, APR, NATIONAL COORDINATOR, HCPRA

Monday, May 16 10:45 a.m. to 12:00 p.m.
Defending marketing expenses to your CFO
Dan Coggins, MFA, BFA, Principal, Pitchgreen Communications

Is branding really worth it? How much is too much for a logo redesign? Why bother marketing anyway? In the financial world, where only that which can be counted really counts, health care communicators (and their accountants) are haunted by the feeling that anything more than 12 point Times Bold on plain paper is overkill. Are they right? This session will help identify the financial worth of marketing to your health care organization. The speaker is going to cook up -- quite literally -- an alternative solution to those negative attitudes!

Monday, May 16 1:30 p.m. to 2:45 p.m.
Using Issues Management to Build Corporate Relations & Government Relations
Ellen Chesney, B.J., Chief Communications Officer, British Columbia Provincial Health Services Authority

Managing issues and anticipating their arrival is a key skill for any communications professional. B.C.’s Provincial Health Services Authority (PHSA) has developed a comprehensive issues management protocol to help manage the process. This session will offer practical advice on how to use this process to protect and promote corporate reputation and strengthen relationships with key stakeholders. Come and hear how the release of information as a result of new privacy legislation is incorporated into the PHSA's issues management cycle.

Monday, May 16 3:15 p.m. to 4:30 p.m.
Going Public: The Case of a Fatal Medication Error
Elaine McFadden, B.A., Executive Director, Corporate Communications & PR, David Thompson Health Region

It's every communicator's nightmare and this session will provide an inside look at how one small PR shop handled an event that made national news. A fatal medication error in a busy ER has the potential to severely impact the confidence of the public, staff and patients. Strategic communications and a full disclosure approach are crucial. Come and hear the story of one PR professional's role in patient safety and adverse events -- what worked and what could have been improved.

Tuesday, May 17 9:00 a.m. to 10:15 a.m.
Fundraising is PR. PR is Fundraising.
Bernard Gauthier, MA, Managing Director, Delta Media
Fraser Green, CFRE, Principal, The FLA Group

Though often carried out by different teams, public relations and fundraising are truly interdependent and symbiotic. This session invites practitioners from both professions to learn how their work overlaps and find opportunities for integration between PR and fundraising. Explore the other's perspective through role-playing and learn from relevant case studies. Learn how to fully integrate these two complementary functions for maximum success.

Tuesday, May 17 10:45 a.m. to 12:00 p.m.
Bringing Hospitals To Life Online - The Science of Virtual Tours
Vivian Nash - Co-Founder and Senior Account Executive
Blue Lemon Media Inc.
Kim Lynch - Director, Communications and Community Relations
Bridgepoint Health

It's a way to see hospitals in a whole new light! The online experience provided by virtual tours can educate and ease the anxiety for patients, families and even new employees. Viewers can navigate through the facility without conventional time and geographic boundaries. Blue Lemon Media is a leader in online application development and marketing strategies, including virtual tours for Healthcare across North America. In this
session, Bridgepoint Health, a Toronto Rehabilitation Hospital, will be teaming up with Blue Lemon to discuss how the hospital and its patients have benefited from this innovative technology. Come hear — and of course, see — the results.

Tuesday, May 17 2:00 p.m. to 3:15 p.m.
Using All Your Senses: The Communicator's Role in Knowledge Transfer
Anton Hart, Publisher, Longwoods Publishing
Irving Gold, Director of Knowledge Transfer, Canadian Health Services Research Foundation

The session begins with an overview of the communicator's role in knowledge transfer (KT), knowledge translation and how they need to get involved with their researchers, knowledge managers and executives. From there, it delves into how communicators can make themselves indispensable and be in a position to get information in and out. Learn strategies and tactics that maximize your relationships with target audiences. Finally, ways to "leverage the senses" will be explored, providing a tactical note book for transferring knowledge.

Tuesday, May 17 3:45 p.m. to 5:00 p.m.
Cross Country Check-Up
Various presenters

Canada is a big country and health care is the hot topic. We’ll end the conference with an Open Forum on where we are and where we’re going. Communicators from across the country will share the latest restructuring news from their province and put it into perspective for all of us. It’s a great way to get the big picture to take back to your own organization. Come and hear from your colleagues on lessons learned and plans for the road ahead.

LEADERSHIP TRACK MAY 16, 2005 TRACK DEAN – SALLY DOBIE, CFRE, PRESIDENT, TRILLIUM HEALTH CENTRE FOUNDATION

Monday May 16 10:45 a.m. – 12:00 p.m
Softening “The Clash” – Hiring, Integrating and Managing Corporate Sector Employees in Charitable Organizations
Jean Crawford, FAHP, President, Crawford Connect

This session will highlight what Senior Executives need to consider when hiring people from the corporate sector. Specifically participants will learn the 5 key steps necessary to integrate employees to make up successful work teams and will come away with an understanding of how to manage the different and complementary competencies.

Monday May 16 1:30 p.m. to 2:45 p.m.
Excellence in Governance: Planning for Success
Heather Hurst, President & CEO, West Park Healthcare Centre Foundation
Barry J. Monaghan, President & CEO, West Park Healthcare Centre

Accountability is a watchword in public life today. Boards are being held to higher standards and are feeling an urgency to maximize their effectiveness for the organizations they oversee. Learn how a joint governance review by the Boards of a hospital and its foundation led to better practices and greater collaboration.

Monday May 16 3:15 p.m. to 4:30 p.m.
AHP Health Care Benchmarking Initiative
William C. McGinly, Ph. D. CAE, President & CEO,
Association for Healthcare Philanthropy

Pearl F. Veenema, FAHP, Managing Director of Campaigns,
University Health Network Toronto

Greg W. Baker, CGS, MBA, CFO & VP Finance & Administration,
Sunnybrook & Women’s Foundation Toronto

This session will bring members up to date with a benchmarking initiative that will have a far reaching impact on the industry. With an innovative and inclusive approach to an issue that has long been identified as the foundation to improvement and growth in philanthropy, the panel will outline the learning circle concept and will share early experiences from Foundations that have begun the process.