Artez Interactive

Agenda at a glance - ArtezInterAction 2009

Learn! Share! Network!

This dynamic, action-packed conference is focused on delivering essential educational information to fundraisers. A wide variety of sessions across seven tracks will cover all the major components of improving your fundraising results, both online and offline; including campaign design, the right technology to support it, social media strategy, marketing and much more!

Whether you are a seasoned fundraising veteran or have just joined the sector, you will find sessions to help expand your skill set! All sessions are be labeled according to a suggested level of expertise to help you make the right choice. Incredible local and international experts combined with a variety of session formats such as informative lectures, hands-on workshops and interactive panels guarantee that you will take away many new insights and actionable ideas! And to wrap up the day, we invite you to enjoy a glass of wine and network with your peers and presenters during a cocktail reception immediately following the conference.

Navigating from the Present into the Future: Fundraising 2.0

Presenter: Ted Hart, Hart Philanthropic Services

If your organization is relatively new to online fundraising, this session is for you! Ted Hart will help you uncover exciting fundraising opportunities and share proven strategies for achieving success. What does the "new breed" of online giver want? What is important to know about social networking? What trends in online giving are essential for you to understand? You will hear from one of the world's preeminent online charity experts about key areas for online planning that will enable your organization's online fundraising to flourish today and into the future. Every type of nonprofit organization - from health-care and hospital foundations, to social services, advocacy organizations and everything in between - will benefit from this high-energy session. You will be sure to leave this session with tools and techniques that can be put to work right away!

Learning highlights include
• Understand current fundraising trends and their strategy implications.
• Discuss pros and cons of traditional fundraising channels.
• Receive a checklist for planning and executing your online fundraising strategy.
• Identify the new breed of donors and discover unique ways to connect with them.
• Explore the dynamics of peer-to-peer fundraising online.

Recommended for: Fundraising Professionals with less than 2 years of experience

Category: Fundraising Technology & Strategy

Thriving & Surviving in Uncertain Times: The Role of Digital Media

Presenter: Jason Potts, Think Consulting Solutions

Are you an experienced fundraiser? Then you are undoubtedly concerned about maintaining and growing your fundraising in our current economy. Jason Potts will draw on his extensive international consulting experience to outline common strategic mistakes to avoid, and advise on best practices for ensuring a sound future. Learn how to leverage digital media to achieve two important objectives: 1) boost fundraising by recruiting and retaining more supporters and 2) cut costs by channel- shifting existing donors from mail to email and building a warm list of prospects through social networks. The theory will be supported by a number of international case studies. The session will conclude with Jason's top ten tips for maximising the use of digital media in a recession.

Recommended for: Senior Fundraising Professionals

Category: Fundraising Technology & Strategy

The Business Value of Online Communities and Social Fundraising

Presenters: Gerard van der Burg , Igloo Software & David Armour, Canadian Olympic Foundation

In his bid for the American Presidency, Barack Obama combined his website presence with an intensive social software strategy. It was grassroots, viral, thorough and highly effective. In a month alone, Barack was able to raise over $50 million to support his campaign. Clearly, the fundraising landscape is changing. Early adopters in the not-for-profit sector are starting to embrace social software. But what exactly is Web 2.0 social software? And what exactly does a social software strategy involve? Join Gerard van der Burg, Community Strategist of IGLOO Software, and David Armour, CEO of the Canadian Olympic Foundation, as they present innovative ways to increase the reach and effectiveness of fundraising efforts using online communities, social networking software and effective grassroots programs. Using the Canadian Olympic Foundation as a case study example, you'll discover how to leverage social software to:

• Drive member retention-attracting new members and increasing membership loyalty and trust.
• Engage in fundraising activities-moving existing membership and fundraising initiatives beyond traditional direct mail,  newsletter and print-based campaigns.
• Improve program delivery-offering additional or improved awareness, services, and/or products.
• Reduce costs-increase outreach with minimal investment into hardware, software or technical resources.

Recommended for: All levels of experience

Category: Online Communities, Social Media

Taking it to the Next Level with Facebook

Presenter: Elmer Sotto, Facebook Canada

Have you created a Facebook Page for your organization? Are you an active administrator of a Facebook Page?

If yes, then you're ready for the next level. Join Elmer on a workshop to learn three things: (1) Build your Facebook support base, (2) Top 10 tips to build better connections, and (3) Integrating your websites with Facebook.

The workshop is designed specifically for Facebook Page administrators. To participate in the workshop, it is suggested that you create and administer a Page before the conference. Go to facebook.com/advertising/pages to create one. It is also suggested that you review facebook.com/nonprofits and facebook.com/marketing

Recommended for: Organizations with a presence on Facebook

Category: Social Media

When to Use Mobile and How to Roll Out a Strategy

Presenters: Deborah Hall, Web2Mobile and Eli Singer, Entrinsic Partners

With an increased adoption of smartphones, the way people browse the internet, shop, and play is being transformed dramatically. Mobile industry trends and stats are pointing to a revolution that's about to explode! But how can nonprofits make sure they do not miss the wave? This session will help you understand how to incorporate mobile into your fundraising strategy. What are the key trends? When is mobile appropriate? What are the success factors? Learn from the examples of existing successful campaigns and pick up new ideas of your own!

Recommended for: All levels of experience

Category: Mobile

Uncharitable: How Restraints on Nonprofits Undermine Their Potential

Lunch Keynote: Dan Pallotta, Springboard

In this lunchtime presentation, Dan Pallotta, author of Uncharitable: How Restraints on Nonprofits Undermine Their Potential, challenges the fundamental tenants of charity and argues that nonprofits should be free to use standard business tools to create robust and healthy organizations. He addresses the public's perspective on overhead, compensation, and cost of fundraising and offers powerful new ways to think about philanthropy.

Recommended for: All levels of experience

Category: Nonprofit management, Organizational Leadership

Fundraising Software & Payment Gateways: the Missing Manual for Getting Started

Presenters: Michael Dailey, ASI and Tom Epplett, IATS

So you are ready to go digital? Finding a solution that meets your unique needs today and in the future is an integral part of your success online. Learn how to evaluate, select, and implement the right donor management solution for your organization. Learning highlights include

• The top 5 mistakes to avoid when evaluating software.
• The role of technology in the selection process.
• Proven best practices for controlling implementation cost and factors to consider when selecting a payment gateway.
Get the information you need to make an informed decision that results in a predictable cost of ownership and a solution that will fit your needs.

Recommended for: Fundraising Professionals with less than 2 years of experience

Category: Fundraising Technology

How Much Are Canadians Giving, How Are They Giving and How Has This Changed In The Digital World?

Presenter: Steve Levy, Ipsos Reid

A decision is only as good as the information it is based on. Get "in the know" with highlights from the latest Ipsos Trend Report Canada, a study that has collected and reported on more than a million dollars worth of public opinion research. Published six times a year, it identifies and monitors shifts in Canadians' values, behaviors and perceptions about the variety of marketplace, and key social/economic issues affecting them. This session will highlight the changing attitudes of Canadians toward charitable giving in the current economy and reveal new online behavior trends but more importantly, will help you understand how to capitalize on those trends by providing the context for making the right decisions!

Recommended for: All levels of experience

Category: Fundraising Trends, Donor behaviour

Mega Events: Best Practices for Taking Your Success Online

Presenter: Dave Simms, Leukaemia Foundation Australia

Get a closer look at one of Australia's biggest and most successful fundraising events - The Leukaemia Foundation's "World's Greatest Shave"! Since its creation in 1999, the event has raised over $90 million. Dave Simms will reveal the results and lessons learned from converting an already established campaign to a new online database system and website. How did it affect the user experience, the behind-the-scenes processes and, of course, the results? Dave will share practical, down-to-earth tips, including how he splits up the job into key headings which are used for everything from meeting agendas to filing emails: Plan, Recruit, Register, Manage, Stage, Remind & Thank, and Report & Evaluate.
Learning highlights include

• Proven ways to ensure an easy online experience for donors & participants.
• The importance of testing ideas first before applying them to your most precious event.
• Tips for boosting the results by keeping an event targeted & personal.
• Guidelines for creating behind-the-scenes processed to keep everyone on track.

Recommended for: Senior Fundraising Professionals, Event and Program Managers

Category: Fundraising Campaign Design & Event Management

Data - A Competitive Imperative

Presenter: Ossie Hinds, Cornerstone Group of Companies

For a successful fundraising program, it’s all about the data: getting it; integrating it, improving it, safeguarding it and making sense of it.  In this seesion you will learn about benchmarking your prospect and donor data practices against best of breed techniques used by other organizations.

Recommended for: All levels of experience

Category: Data & Information Technology

Email Magic & The Deadly Sins of Webiste Design

Presenters: Aubrey Stork, ThinData and Anya Codack, Yfactor

Let's face it - first impressions are crucial! And your website is just that - a chance to make an impression, tell your story, and let your supporters know how they can help. It's a well known fact that up to 90% of potential donors will visit an organization's website before making a donation. A badly designed page will confuse and lose your supporters and donors. In this session, you will learn how to avoid the deadly design sins that nonprofits are often guilty of. You'll take away many actionable ideas for improving the navigation flow and increasing conversion leading to a better experience and greater number of donations!

Aubrey Stork, Account Director of ThinData will take it to the next step by introducing the audience to the basics of launching and managing a successful email campaign. You will learn about day-to-day tactics critical to every email e-marketing initiative accompanied by case studies from across several industries to help marketers establish relevant and achievable goals, build a database of enthusiastic email recipients, ensure email gets delivered and opened, encourage email recipients to take specific actions, and measure and improve email results.

Recommended for: All levels of experience

Category: Web Managemens, Communications & e-Marketing

Finding (and keeping!) Fundraising Talent

Presenters: Cathy Preston , Preston Human Capital Group and Amanda Chew, SickKids Foundation

Having the right fundraising team is crucial to any nonprofits' success. Finding and keeping your stars in this complex sector has its unique challenges which requires a deep understanding of the key parameters in play as well as a finely thought-through process as to how to succeed. Cathy Preston, President and Founder of Preston Human Capital Group, is a senior-level Executive Search consultant who has helped several leading non-profit organizations find best-in-class talent. One of her clients, Amanda Chew , is Vice President, People at SickKids Foundation , one of Canada's largest and most successful nonprofits. Cathy and Amanda understand these challenges and in this session will share their proven strategies for recruiting, developing and retaining this mission-critical person in your organization.

Recommended for: All levels of experience

Category: Nonprofit Management

Third Party Events: Empowering Your Supporters with Technology

Moderator: Dianne Sheridan, Artez Interactive

Panelists: David Fisher, SickKids Foundation; Sima Shah , Toronto General & Western Hospital Foundation; & Adrian Bradbury, Athletes for Africa

While raising money through third party events and campaigns is nothing new, the rapid growth in online giving technology has changed the charitable sector. If your organization is already empowering your donors and supporters or you are just starting out this session is for you! Our panel of presenters has been leaders and early adopters in providing their supporters with technology in the area of digital philanthropy, enabling them to fundraise for their organizations. They all have experience in the Canadian fundraising community, and have promoted and piloted online tools to reflect what they know works for their organizations. Whether you a small, large or medium-sized nonprofit organization, you will find useful information on how to cultivate third-party event culture amongst your supporters. Recognizing that "people give to people", Adrian Bradbury from Athletes For Africa feels that technology has made it easy to turn their supporters into their biggest advocates. Come learn and share with others how to engage existing supporters and recruit new donors, your organization can increase their fundraising dollars and reduce operating costs.

Recommended for: All levels of experience

Category: Campaign Design and Event Management, Panel Discussion

Everything You Ever Wanted To Know......But Were Afraid To Ask

Moderator: Philip King, Artez Interactive

Panelists: Graham Moore, Salvation Army Canada & Jody Jeffrey, Canadian Red Cross

Have a question about online fundraising? Let's hear it! Our panel of experts will discuss and debate the current topics and issues that are on everyone's minds right now. How should organizations make channel investment decisions given scare resources? How does the fact that online campaigns attract small donors influence the way organizations think about their future donor community? How much attention should senior management pay to the online channel given that it is still a very small percentage of overall donations to an organization? Moderated by Philip King, this panel features experts from large national organizations: The Canadian Red Cross and Salvation Army of Canada.

Recommended for: All levels of experience

Category: Fundraising Strategy, Panel Discussion

The Role of Technology in Corporate Giving

Moderator: Mike Prentice, Artez Interactive

Panelists: Adrian Fuoco, Canadian Tire Foundation for Families; Jim Tobin, Scotiabank & Paul Estey, Public Inc

In the last decade there has seen a dramatic trend towards an increase in the size, scope and exposure of the corporate sector's involvement in and contribution to charitable causes. While some companies raise funds in very traditional ways, many are now looking to new technologies to help expand their constituent base, deliver messages to the public and tie in to their own internal marketing strategies. This session aims to examine trends and best practices in applying technology to successfully execute corporate giving campaigns, and offers non-profit organizations with insight into the corporate giving mindset.
This session offers up a panel of experts - from Corporate Marketers, to Foundation staff to Consultants - all of whom are connected either internally or externally to corporate giving campaigns. A brief presentation will introduce the panelists and their various initiatives, then transitioning into an open-floor discussion on how technology is shaping corporate philanthropy and more importantly, how non-profit organizations can bridge the gap, to work more successfully with the Corporate sector.

Recommended for: All levels of experience

Category: Program Development, Panel Discussion