ArtezInterAction - Speakers
![]() | Ted Hart CEO, Hart Philanthropic Services |
Ted Hart, ACFRE is considered one of the foremost experts in both online and traditional fundraising around the world. He is sought after internationally as an inspirational and practical speaker and consultant on topics related to nonprofit strategy and board/volunteer development both online and offline.
He serves as CEO of Hart Philanthropic Services, an international consultancy to nonprofits/NGOs, providing serious solutions to nonprofit challenges both online and offline. He has inspired the creation of People to People Fundraising a movement housed online at http://www.p2pfundraising.org . He is also Founder of the international ePhilanthropy Foundation, the global leader in providing training to charities for the ethical and efficient use of the Internet for philanthropic purposes through education and advocacy. Mr. Hart has also taken a leadership role in helping nonprofits become more green by founding the http://www.greennonprofits.org movement.
Hart has served as CEO of the University Maryland Medical System Foundation, and before that as Chief Development Officer for Johns Hopkins Medical Center - Bayview Campus.
He has been certified as an Advanced Certified Fund Raising Executive (ACFRE) by the Association of Fundraising Professionals (AFP). He has presented more than 20 workshop, at international fund raising conferences hosted by AFP since 1990. Hart has served on the AFP International Board of Directors, prior to that he served as the AFP Foundation Board Treasurer. He is Past President of the AFP-Maryland Chapter. Hart was chosen to attend the 1996 Executive Leadership Institute (ELI), and in 2000 the Faculty Training Academy. Mr. Hart serves as a national member to the Giving USA Advisory Council @ the Center on Philanthropy, the nation's foremost authority on fundraising and philanthropy data.
Hart is author to several published articles, a contributing author to Achieving Excellence in Fund Raising Second Edition , editor and author of the books, "Major Donors - Finding Big Gifts In Your Database and Online", "Nonprofit Internet Strategies Best Practices for Marketing, Communications and Fundraising Success" Fundraising On The Internet: The ePhilanthropy Foundation.Org's Guide To Success Online, People to People Fundraising: Social Networking and Web 2.0 for Charities. The Nonprofit Guide To Going Green He has a new books being released before mid-2010: Nonprofit Internet Management. He has also served as an adjunct faculty member to the Master of Science in Fundraising Management program at Columbia University (NYC). Mr. Hart is an Eagle Scout with Bronze Palm.
He resides in the Washington DC area. He lives with his daughter Sarah Grace and son Alexander Michael.
![]() | Dan Pallotta Author of Uncharitable / Founder of Pallotta Teamworks |
Dan Pallotta is a leading expert on innovation in the nonprofit sector and a pioneering social entrepreneur who has written Uncharitable: How Restraints on Nonprofits Undermine Their Potential, the #1 bestseller in the charity category on Amazon.com. The New York Times, The Economist, and the Stanford Social Innovation Review have all reviewed Uncharitable and it has been nominated for the McAdam Book Award. Former US Senator Gary Hart has called it, "nothing less than a revolutionary work," which "should make us all take two steps back and imagine a new philosophy and theory of charity itself."
As the founder of Pallotta TeamWorks, he invented the multi-day AIDSRides and Breast Cancer 3-Days and changed the fundamental paradigm for civic engagement in and fundraising for important social causes. It brought the practice of four-figure philanthropy within the reach of the average citizen who had never raised money for charity before in their lives. Through his efforts, 182,000 people of all shapes, sizes and backgrounds participated in these inspiring, often grueling, long-distance events, which raised over half a billion dollars and netted $305 million in nine years - more money raised more quickly for these causes than any private event operation in history. Three million people donated to the events. The company had 350 full-time employees in 16 US offices, was the winner of Brandweek's Best Cause-Related Event Award, and was the subject of a Harvard Business School case study. Its concepts and methods are employed today by dozens of charities on a variety of events throughout the world which raise approximately one hundred million dollars annually for AIDS, breast cancer, and suicide prevention.
Pallotta's career as the architect of these heroic journeys for humanity began as an undergraduate at Harvard in 1983 where he chaired the Hunger Action Committee and recruited 38 of his classmates to join him bicycling 4,200 miles across America to raise money for Oxfam to heighten awareness of the plight of the hungry.
Pallotta is the recipient of the Liberty Hill Foundation Creative Vision award, the Triangle Humanitarian of the Year award, and the Albany State University International Citizen of the Year award. He is a William J. Clinton Distinguished Lecturer, and has spoken at Wharton, Harvard Business School, Harvard's Hauser Center for Nonprofits, Tufts University, NASA's Jet Propulsion Laboratory, the Hewlett Foundation, and the Milken Institute, among others. He has been written about in feature and cover stories in the New York Times, Los Angeles Times, Washington Post, Stanford Social Innovation Review, and has appeared on The Today Show, CNN, American Public Media's Marketplace, and on numerous NPR stations. Pallotta was also, at 21, one of the youngest people ever elected to the school board in Melrose, Massachusetts. He is also the author of When Your Moment Comes: A Guide to Fulfilling Your Dreams.
![]() | Judy Chang Principal Product Manager, PayPal |
![]() | Eric Rardin Director of Nonprofit Services, Care2 Inc. |
Prior to joining Care2 Eric designed and executed integrated advocacy campaigns for environmental nonprofits for more than seven years most recently at the Marine Fish Conservation Network where Eric helped lead a coalition of 190 organizations to successfully reauthorize the national law governing fishing in U.S. ocean waters. Before that, at the National Environmental Trust (NET) Eric helped design and implement several campaigns including NET's ‘Take a Pass on Chilean Sea Bass' and Magnuson-Stevens Act reform campaigns. Eric also developed and led NET's marine mammal project.
Eric has an MBA from the Carey School of Business at Johns Hopkins University, an MA in government and international studies from the University of South Carolina and a BS in political science from the University of Wyoming. In addition to his work in the environmental advocacy arena, Eric has extensive experience working on political and issue campaigns from Wyoming to South Africa.
Jocelyn is passionate about helping charitable organizations and causes succeed online so that they can change the world. Prior to joining Care2, she was Director of Business Development for InfoGROUP Nonprofit where she was responsible for sales, marketing and new product development. Jocelyn has been a member of the capacity-building community for nonprofits since 2000. She started her career at the Georgia Center for Nonprofits and then led the Development and Communications activities for the National Council of Nonprofits, an association of 22,000 local charities. Jocelyn is also a recognized blogger and speaker on online marketing for social change. Her personal blog, Marketing for Nonprofits, is top-ranked on Alltop. She also writes a bi-monthly column for Fundraising Success magazine. Jocelyn has a Masters of Arts in Sociology from the University of Washington. 
Jocelyn Harmon
Director of Nonprofit Services, Care2 Inc.
![]() | Dharmesh Shah Chief Technology Officer & Founder, HubSpot |
Dharmesh Shah is chief technology officer and founder of HubSpot, an Internet marketing company dedicated to helping small businesses leverage the Internet to get found by qualified prospects and convert more into leads and customers.
Prior to HubSpot, Dharmesh held a number of technology management and development positions and was founder and CEO of Pyramid Digital Solutions, an enterprise software company in the financial services sector. He also authors OnStartups.com , a top-ranking startup blog with more than 14,000 subscribers. He is an active member of the Boston area entrepreneurial community and a frequent speaker on the topic of startups and Internet marketing.
Dharmesh holds a B.S. in Computer Science from the University of Alabama and an M.S. in the Management of Technology from MIT and is author of a new book entitled Inbound Marketing: Get Found Using Google, Social Media, and Blogs published by Wiley.
![]() | Larry Sullivan VP Marketing & Business Development, TRUiST |
Larry Sullivan is the Vice President of Marketing and Business Development for TRUiST, a technology company that builds products and services to connect individuals with nonprofit recipients. Larry has 10 years experience in Business Development, Product Development, and eCommerce. Before joining Truist, Larry worked for United eWay which was a subsidiary of United Way Worldwide tasked with bringing United Ways into the world of online giving.

ArtezInterAction US Agenda
| 8:30 - 9:00 | Registration & Light Refreshments |
| 9:00 - 9:15 | Welcome & Opening Remarks Mark Sutton, President, Artez Interactive, USA |
| 9:15 - 9:30 | Global Trends in Fundraising Philip King, President & CEO, Artez Interactive |
| 9:30 - 10:15 | Keynote Online Success Strategies, Tools and Trade Secrets Ted Hart, ACFRE, CEO, Hart Philanthropic Services Group/tedhart.com Over the past decade charitable organizations have been inundated with Internet services and technology options. This session taught by Ted Hart, one of the world's foremost experts on Nonprofits and the Internet will focus your organization on how it can integrate offline fundraising with online strategies. Content is based on content from the 5 books he has written on this topic. While nonprofit organizations continue to embrace the use of the Internet for a variety of purposes, the challenge most organizations face is how they can build upon their traditional direct mail, special event and other activities while not being an Internet expert themselves. Following the easy to understand guidance offered by Mr. Hart will help you begin your efforts or enhance what you have already started. |
| 10:15 - 10:30 | Break |
| 10:30 - 11:15 | Homer Simpson for Non-Profits: The Truth About How People Really Think & What It means for Promoting Your Cause - Behavioral Economics for Non-Profit Leaders Katya Andresen, Chief Operating Officer, Network For Good Mark Rovner, Founder and Principal, Sea Change Strategies LLC The success of your online outreach hinges on your understanding of the inner workings of the human mind. Learn the basics of the new and revolutionary field of behavioral economics and how you can use them to influence supporters with technology. People are not rational beings, but the patterns of irrationality are consistent, and understanding them is key to effective marketing and fundraising. Takeaways: 1. How to engage the emotional and rational minds at the same time. 2. Common mistakes fundraisers make and how to avoid them. 3. Practical tools for building persuasive campaigns that stick. |
| 11:15 - noon | Nonprofits and New Blood: An Overview of Online Acquisition Tactics and Strategies Eric Rardin, Director of Nonprofit Services, Care2 Inc. Jocelyn Harmon, Director of Nonprofit Services, Care2 Inc. All businesses need to find new customers or perish. It's no different for nonprofits, although in our case, we need to recruit new donors, advocates, members and volunteers to stay alive. There are numerous tactics for online acquisition including Search Engine Marketing, Co-Registration, Email List Rental and Lead Generation. This workshop will provide you with an overview of these tactics. In addition, we'll discuss ways to evaluate the performance of your online acquisition program so that you can improve your return on investment. Finally, we'll talk about best practices in converting new subscribers into donors through direct appeals, multichannel conversion, and peer-to-peer fundraising. |
| 12:00 - 1:00 | Lunch |
| 1:00 - 1:45 | Luncheon Keynote Uncharitable: How Restraints on Nonprofits Undermine Their Potential Dan Pallotta, Author, Uncharitable and Founder Pallotta Teamworks In this presentation, Dan Pallota, inventor of the "Run, Walk, Ride" category in fundraising, and author of Uncharitable: How Restraints on Nonprofits Undermine Their Potential, challenges the fundamental tenets of charity and argues that non profits 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. |
| 1:45 - 2:30 | Social Media Fundraising: Using Widgets Successfully for Fundraising - PayPal Findings Judy Chang, Principal Product Manager, PayPal It's no secret that in the nonprofit world, the ability to raise money online is essential. What's less understood is how to effectively raise money online, especially as the landscape continues to grow and change. It's not just about Web sites or even blogs anymore. Now, the most coveted donors are spending their time on social networks like MySpace and Facebook, and tweeting about the causes that matter to them most. In this session, Judy Chang, head of PayPal's nonprofit line of business, will offer an overview of PayPal's learnings relative to social media and fundraising, based on data and case studies drawn from the more than 100,000 nonprofits that utilize PayPal to secure online donations. Whether an organization is just setting up a Web site for the first time, and has limited resources, or is looking for more advanced opportunities on Facebook or MySpace, this session will benefit nonprofits at all stages. From setting up donation ready Web sites, to adding social networking widgets to organizing Twestivals, Judy will provide practical tips for organizations hoping to enhance their online fundraising abilities. |
| 2:30 - 3:15 | The Changing Face of Philanthropy in the Workplace Larry Sullivan, Vice President, Marketing & Business Development, TRUiST Workplace giving is evolving at a rapid pace. The impact of technology, corporate initiatives, and workforce demographics are driving this change at the speed of light. Paper form campaigns are becoming a thing of the past and businesses are looking to engage their employees outside the campaign season through different channels. The gap between giving and volunteerism in the workplace is closing fast and it has never been more important to foster meaningful relationships with individuals. |
| 3:15 - 4:00 | Keynote Promoting A Cause Without A Big Budget Using Inbound Marketing Dharmesh Shah, Chief Technology Officer & Founder, HubSpot Is your organization's website optimized for Google? Are you pulling in people from Twitter? Learn how to help your organization "get found" using Google and social media sites like Twitter and Facebook. In this session, we'll look at best practices for promoting your cause without a big budget. Thousands of organizations are already benefiting from the concept of inbound marketing using these simple but effective techniques. |
| 4:00 - 4:10 | Closing Remarks Mark Sutton, President, Artez Interactive, USA |
| 4:10 - 5:00 | Networking Reception Receive a complimentary copy of Inbound Marketing by Dharmesh Shah ![]() |

ArtezInterAction is coming to Washington, DC on March 30!
Artez Interactive is hosting a one day conference that will explore the role of social media and online fundraising in the nonprofit sector.
The advancement in social media and the degree to which people are becoming more comfortable with online tools, are game changers in how nonprofits interact with their constituents. Our goal is to help your organization understand ways to engage your supporters for online fundraising, donations, volunteering and stewardship.
Conference Agenda
ArtezInterAction Washington DC brings together a stellar roster of thought leaders to explore how developments in digital fundraising and social media can help non-profits to best engage your supporters.
• Dan Pallotta, inventor of the "Run, Walk, Ride" category in fundraising, and the best selling author and leading expert on innovation in the nonprofit sector and a pioneering social entrepreneur who has written Uncharitable: How Restraints on Nonprofits Undermine Their Potential, the #1 bestseller in the charity category on Amazon.com
• Ted Hart is considered one of the foremost experts in both online and traditional fundraising around the world. He is the Founder of the international ePhilanthropy Foundation, the global leader in providing training to charities for the ethical and efficient use of the Internet for philanthropic purposes through education and advocacy.
• Dharmesh Shah, author of top-ranking blog, OnStartups.com is the chief technology officer and founder of HubSpot, a company dedicated to helping small businesses leverage the Internet to be found by qualified prospects and convert more of them into customers and donors.
View full agenda >
ArtezInterAction 2010 will deliver the following highlights
• A one day conference featuring thought leaders in the fundraising and nonprofit sector
• Identify strategies on how to boost your online fundraising programs
• Share innovative ideas on how to effectively raise more money using online solutions
• Opportunity to network with peers and leading fundraising professionals
Who Should Attend?
The Conference is aimed at those who wish to learn about the latest trends about online fundraising, understand how technology can be applied to engage your supporters and drive fundraising results and exchange ideas with leading international experts in the field. The information presented at the conference will be of great relevance to Fundraising and Development Managers, CEOs, Programs and Events Managers, Marketing and Communication Managers, IT Managers and Administrators.
Conference Pricing
Budget friendly pricing in effect – register today and save!
Early Bird $129.00 - in effect until March 5th
Regular conference rate $149.00
Team Rate $110.00 - if you register 3 or more from your organization
*The conference fee includes all taxes, admission to all the sessions, breakfast, lunch and a cocktail reception after the conference.
Cancellation Policy
• Registrations cancelled more than 10 days prior to the conference will receive a full refund.
• Registration can be transferred to another person free of charge. Details must be advised in writing to Artez by email to kballadin@artez.com, prior to the conference.
• Registrations cancelled between 10 and 1 day prior to the conference or registrants who fail to turn up will be charged the full registration fee applicable.
Conference Venue
ArtezInterAction DC will take place at the Newseum located at 555 Pennsylvania Ave, NW, Washington DC.
Please click here for directions to the Newseum.
Contact
For any questions, please contact Kiran Balladin at kballadin@artez.com or 1.877.815.8777 ext 437.
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.
| Time | Session | Location |
| 8:30 – 9:00 am | Breakfast & Registration | Lower Concourse |
| 9:00 - 9:15 am | Opening Remarks | Auditorium A |
| 9:15 – 9:45 am | Morning Keynote - Sharon Avery (UNICEF Canada) | Auditorium A |
| Track 1 | ||
| 10:00 – 11:00 am | Navigating from the Present into the Future: Fundraising 2.0 Presenter: Ted Hart (Hart Philanthropic Services) | Auditorium A |
| 10:00 – 11:00 am | Thriving & Surviving in Uncertain Times: The Role of Digital Media Presenter: Jason Potts (Think Consulting Solutions) | Auditorium B |
| 11:00 - 11:15 am | Morning Break | Lower Concourse |
| Track 2 | ||
| 11:15 – 12:15 pm | The Business Value of Online Communities and Social Fundraising Presenter: Dan Latendre (Igloo Software) | Auditorium A |
| 11:15 – 12:15 pm | Taking it to the Next Level with Facebook Connect Presenter: Elmer Sotto (Facebook Canada) | Auditorium B |
| 11:15 – 12:15 pm | When to Use Mobile and How to Roll Out a Strategy Presenters: Deborah Hall (Web2Mobile) & Eli Singer (Entrinsic Partners) | Auditorium C |
| 12:15 – 1:45 pm | Lunch Uncharitable: How Restraints on Nonprofits Undermine Their Potential Lunch Keynote: Dan Palotta (Springboard) | Auditorium A |
| Track 3 | ||
| 1:45 – 2:45 pm | Fundraising Software & Payment Gateways: the Missing Manual for Getting Started Presenters: Michael Dailey (ASI) & Tom Epplett (IATS) | Auditorium A |
| 1:45 – 2:45 pm | What Do Canadian Donors Really Think and Do? Presenter: Steve Levy (Ipsos Reid) | Auditorium B |
| 1:45 – 2:45 pm | Mega Events: Best Practices for Taking Your Success Online Presenter: Dave Simms (Leukaemia Foundation Australia) | Auditorium C |
| Track 4 | ||
| 2:45 - 3:35 pm | Campaign Design & Integrated Marketing Presenter: Ossie Hinds (Cornerstone) | Auditorium A |
| 2:45 - 3:35 pm | Email Magic & The Deadly Sins of Webside Design Presenters: Aubrey Stork (ThinData) & Anya Codack (Yfactor) | Auditorium B |
| 2:45 - 3:35 pm | Finding (and keeping!) Fundraising Talent Presenters: Cathy Preston (Preston Human Capital Group) & Amanda Chew (SickKids Foundation) | Auditorium C |
| 3:45 - 4:00 pm | Afternoon Break | Lower Concourse |
| Track 5 | ||
| 4:00 - 5:00 pm | Third Party Events: Empowering Your Supporters with Technology Moderator: Dianne Sheridan (Artez) Panelists: David Fisher (SickKids Foundation), Deborah Kroeger (Toronto General & Western Hospital Foundation) & Adrian Bradbury (Athletes for Africa) | Auditorium A |
| 4:00 - 5:00 pm | Everything You Ever Wanted To Know......But Were Afraid To Ask Moderator: Philip King (Artez) Panelists: Graham Moore (Salvation Army Canada) & Jody Jeffrey (Canadian Red Cross) | Auditorium B |
| 4:00 - 5:00 pm | The Role of Technology in Corporate Giving Moderator: Mike Prentice (Artez) Panelists: Adrian Fuoco (Canadian Tire Foundation for Families) & Paul Estey (Public Inc) | Auditorium C |
| 5:00 - 7:00 pm | Special Announcements Wine & Nibblies Reception | Lower Concourse |
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
Presenter: Dan Latendre, Igloo Software
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? In this session, Dan Latendre will present innovative ways to increase the reach and effectiveness of your fundraising efforts using online communities, social networking software and innovative grassroots programs. Specifically, you will learn how to use social fundraising 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
Advanced Facebook for Nonprofits: Taking it to the Next Level with Facebook Connect
Presenter: Elmer Sotto, Facebook Canada
Facebook Connect is the next evolution of Facebook that enables you to integrate the power of this social networking into your own site. You will find out how to get started with Facebook Connect and learn tips and tricks from a number of non-profit organizations that are leading the way in utilizing Facebook Connect for cultivating their network of supporters. This dynamic and interactive workshop will take you beyond the basics and teach you how to use Facebook Connect to make your site more social by increasing traffic and visitor activity.
Recommended for: Organizations with more than 500 followers 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 Palotta, 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
What Do Canadian Donors Really Think and Do?
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
Campaign Design & Integrated Marketing
Presenter: Ossie Hinds, Cornerstone Group of Companies
This session is ideal for anybody responsible for launching, managing or directing multichannel campaigns. Learn "the art" of integrating your marketing efforts across different channels to improve your overall effectiveness. Ossie Hinds, CEO of Cornerstone, will discuss the steps for proper planning, metrics for evaluating channel effectiveness and the mechanics of executing such campaigns followed by a number of nonprofit examples.
Recommended for: All levels of experience
Category: Marketing and Communications
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 team is crucial to any organization's success. Finding and keeping your stars in the nonprofit sector has its unique challenges and requires a well-planned process, and Cathy Preston surely understands those challenges. She has worked with a number of nonprofit clients like Pathways to Education Canada, SickKids Foundation, and the Princess Margaret Hospital Foundation. In this session you will learn about proven strategies for searching, training, compensating, managing, and creating low-cost professional development opportunities for your team.
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; Deborah Kroeger, 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 & 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

Past Attendees
| Advocacy Online | Lesbian Gay Bi Trans Youth Line |
| Aga Kahn Foundation Canada | Loosing Our Parents |
| Arthritis & Autoimmunity Research Centre Foundation | Metropolitan Community Church of Toronto |
| Arts Smarts | Miles Nadal Jewish Community Centre |
| Baycrest | New Apostolic Church Canada |
| Big Brothers Big Sisters of Canada | Ontario Community Services |
| Bloorview Kids Rehab | Oolagen Community Services |
| Canadian Breast Cancer Foundation | Plan Canada |
| Canadian Cancer Society | Poor No More |
| Canadian Hero Fund | Prostate Cancer Research Foundation |
| Canadian Liver Foundation | Pueblito Canada |
| Canadian Merit Scholarship Foundation | RBC Dominion Securities |
| Canadian Physicians for Aid & Relief | Right To Play |
| Canadian Red Cross | Run Walk Ride Council |
| Capital District Health Authority | Ryan's Well Foundation |
| Casey House | Ryerson University |
| Centre for Social Justice | Salvation Army |
| Children's Miracle Network | Sargent Software Solutions |
| Christian Blind Mission Canada | SickKids Foundation |
| Coast to Coast Against Cancer Foundation | Special Olympics Ontario |
| Comic Relief | Stand Canada |
| Cottage Dreams | Starlight Starbright Children's Foundation |
| Crescent School | Stephen Lewis Foundation |
| Dancer Transition Resource Centre | Teen Challenge |
| Doctors Without Borders | The Cundari Group |
| Easter Seals | The Donnee Group |
| Federation CJA | The Kidney Foundation of Canada |
| Free The Children | The Parkinson Foundation |
| George Weston Limited | The Redwood |
| Guelph General Hospital | TLC Pregnancy Centre |
| GuluWalk | Toronto General Hospital |
| Habitat for Humanity | Toronto Wildlife Centre |
| Habitat for Humanity Peterborough | Trails Youth Initiatives |
| Hamilton Health Sciences | UNICEF |
| Hewitt & Johnston Consultants | United Way Kitchener-Waterloo |
| HJC | United Way Toronto |
| ICEJ Canada | University of Toronto |
| Imagine Canada | University of Toronto Radio CIUT |
| International Teams | WoodGreen Community Services |
| John Howard Society of Ontario | YellowBus Foundation |
| Juvenile Diabetes Research Foundation | YWCA of St. Catherines |
| Kids Help Phone | |
| Kitchener-Waterloo Art Gallery |






