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Home Register Agenda Speakers Past Attendees

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.


TimeSessionLocation
8:30 – 9:00 amBreakfast & Registration Lower Concourse
9:00 - 9:15 am Opening Remarks
Auditorium A
9:15 – 9:45 amMorning Keynote - Sharon Avery (UNICEF Canada)
Auditorium A
Track 1
10:00 – 11:00 amNavigating from the Present into the Future: Fundraising 2.0

Presenter: Ted Hart (Hart Philanthropic Services)

Auditorium A
10:00 – 11:00 amThriving & 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 pmThe Business Value of Online Communities and Social Fundraising

Presenter: Dan Latendre (Igloo Software)

Auditorium A
11:15 – 12:15 pmTaking it to the Next Level with Facebook Connect

Presenter: Elmer Sotto (Facebook Canada)

Auditorium B
11:15 – 12:15 pmWhen 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 pmFundraising Software & Payment Gateways: the Missing Manual for Getting Started

Presenters: Michael Dailey (ASI) & Tom Epplett (IATS)

Auditorium A
1:45 – 2:45 pmWhat Do Canadian Donors Really Think and Do?

Presenter: Steve Levy (Ipsos Reid)

Auditorium B
1:45 – 2:45 pmMega 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 pmEmail Magic & The Deadly Sins of Webside Design

Presenters: Aubrey Stork (ThinData) & Anya Codack (Yfactor)

 Auditorium B
  2:45 - 3:35 pmFinding (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 pmSpecial 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

 

 

 



Home Register Agenda Speakers Past Attendees

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
 BaycrestNew 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
 GuluWalkToronto 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
 HJCUnited 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
 



Home Register Agenda Speakers Past Attendees

Speakers - ArtezInterAction 2009

 

Artez is very excited to bring to you a fantastic lineup of top local and international experts on online fundraising technology, strategy, social media, event management, and marketing.

 

Dan Palotta

  Dan Pallotta

  President, Springboard

 

Dan Pallotta is a leading expert on innovation in the nonprofit sector and a pioneering social entrepreneur. He is the founder of Pallotta TeamWorks, which invented the multiday 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. 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 U.S. 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, leukemia research, multiple sclerosis, and suicide prevention.

Dan'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 in bicycling 4,200 miles across America to raise money for Oxfam and to heighten awareness of the plight of the hungry.

He is the author of "Uncharitable: How Restraints on Nonprofits Undermine Their Potential," from Tufts University Press, a number 1 bestseller in the charity category on Amazon. It is nominated for the McAdam Book Award, and has been reviewed and acclaimed by the New York Times, The Economist, and the Stanford Social Innovation Review, among others. He is a regular contributor to the Harvard Business Review online where he writes about transforming the nonprofit paradigm. He is also the author of "When Your Moment Comes: A Guide to Fulfilling Your Dreams," from Jodere.

Dan is a member of the Reason Project Advisory Board. He 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, among others.

Dan was also, at 21, one of the youngest people ever elected to the school board in Melrose, Massachusetts. He lives in Boston with his partner and their three children.

 

Jason Potts

  Jason Potts

  Director, Think Consulting Solutions

 

Jason Potts has worked in direct response for 10 years, in both business-to-business and business to consumer. At THINK he is director of digital activities; he began working in digital media 8 years ago at a time when the market was beginning truly to develop in Europe. He is widely recognized within the global not-for-profit community as an innovative and pioneering contributor to the development of the e-commerce and e-business market place. He speaks regularly at conferences around the world about the future of digital media for the sector and writes articles for several industry journals. He has recently featured in the Wiley book, New Trends in Direct Response Fundraising, and Jim Greenfield's anthology of fundraising best practice, for the North American market.

Jason has experience of both not for profit and ethical commercial clients and a number of not-for-profit related e-business companies, from a business planning perspective. This includes experience of the global gaming market place as it relates to the not-for-profit sector, having worked on various projects with several online lottery providers.
Most recently, Jason has worked with several global NGO's on using the medium to both communicate their mission and deliver revenue. This work has meant gaining experience of markets outside Europe, including; North America, Latin America and Asia Pacific.

 

Ted Hart

  Ted Hart

  CEO, Hart Philanthropic Services

 

Ted Hart 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 both online and offline.

He serves as CEO of Hart Philanthropic Services, (http://tedhart.com) an international consultancy to nonprofits/NGOs, providing serious solutions to nonprofit challenges both online and offline. He is also Founder of the international ePhilanthropy Foundation (http://www.ephilanthropy.org), the global leader in providing training to charities for the ethical and efficient use of the Internet for philanthropic purposes through education and advocacy.

Hart has served as CEO of the University Maryland Medical System Foundation, and before that as Chief Development Officer for Johns Hopkins Bayview Medical Center. He has been certified as an Advanced Certified Fund Raising Executive (ACFRE) by the Association of Fundraising Professionals (AFP) and an ePhilanthropy Master Trainer (ePMT) by the ePhilanthropy Foundation. 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 Immediate 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.

Hart is author to several published articles, an 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 ePhilanthropyFoundation.Org's Guide To Success Online, a contributing author to Achieving Excellence in Fund Raising Second Edition .and his new book People to People Fundraising: Social Networking and Web 2.0 for Charities. He has also served as an adjunct faculty member to the Master of Science in Fundraising Management program at Columbia University (NYC).

He resides in the Washington DC and NYC areas. He lives with his daughter Sarah Grace and son Alexander Michael.

 

Dave Simms

  Dave Simms

  General Manager of Events, Leukaemia Foundation of Australia

Dave is originally from the UK where he had a long and successful career in commercial radio and the BBC. During this time he coordinated many on-air appeals and radio-thons and got a taste for fundraising. Dave moved to Australia in the 1990s and has worked in the non-for profit sector ever since. He's now the National Manager of Events at the Leukaemia Foundation and has a reputation for his no-nonsense approach, plus his passion for clear, consistent and personal communication.

Dave's main focus is the World's Greatest Shave, an event that raises more than AU $13 million a year; that's an average of 62 cents from every person in Australia. (If you achieved that in the USA you'd be raising $186 million!) At Leukaemia Foundation Dave is also responsible for developing new fundraising streams. This year he's introduced a new event across Australia called Light the Night (an event which is already successful across Canada and the United States).

 

Gerard van der Burg

  Gerard van der Burg

  Community Strategist, Igloo Software
 

Gerard has worked in the International Development Sector for the past 25 years. His work has taken him to live and work in many countries in The Americas, Europe, Africa, and Asia. Gerard provides guidance and leadership to organizations in the design and implementation of collaboration, Information Communications Technology (ICT), and Knowledge Management (KM) systems. Gerard joined IGLOO in 2007. As Community strategist at IGLOO Inc, Gerard is responsible for the conceptualization, development, and delivery of the social media community consulting and business implementation strategy for large clients. Working with the client business owners, Gerard provides all levels of strategic consulting services to maximize the clients ROI with the use of social media online community tools and methodologies.

 
Elmer Sotto

  Elmer Sotto

  Head of Growth, Facebook Canada

Wildly curious about the profound social impact of internet technology, Elmer has spent more than 11 years in the consumer internet industry. He is presently the Head of Growth at Facebook, the first ever person hired responsible for establishing Facebook in Canada. Previously, he was the VP of Product and Business Operations for JumpTV, a global internet television provider that recently merged with a New York-based company called Neulion. Prior to JumpTV, Elmer spent more than 5 years at eBay, most recently as Director of Marketplace Development. At eBay, Elmer was a member of the senior management team responsible for ongoing development of eBay in Canada including strategy, operations and marketing. In 2004, Elmer spent three months in Shanghai to help establish the newly formed eBay China business.

Elmer is University of Toronto graduate. In his free time he enjoys surfing and yoga.

 

Steve Levy

  Steve Levy

  President, Canadian Market Research - Eastern Canada, Ipsos Reid

While starting his Career in Sales (at Xerox) and then Brand Management (at Mars foods), Steve Levy has been involved in the Marketing Research and Information business in the UK, South East Asia and since the late 80's in Canada. He is the President of Ipsos - Reid's commercial operations in Eastern Canada, with responsibility for all of the organizations Marketing Research and Loyalty research activities and a professional research staff of almost 100 people.

In addition to his management role, Steve continues to act as team leader for a number of accounts in the technology/communications sector.

He is active in the industry in a broader sense and is currently on involved with both the MRIA (Marketing Research & Intelligence Association) and the CMA (as a board and Executive committee member).

Steve is an avid golfer and Tennis player.

 

Deborah Hall

  Deborah Hall

  Managing Director, Web2Mobile

Deborah Hall is an industry expert leveraging digital technologies both online and mobile to produce marketing results. As Managing Director at WEB2MOBILE, Deborah is responsible for helping clients create both mobile marketing strategies and new business models. Deborah has worked closely with clients like Chapters Indigo, Nike, Diageo, Chum Radio, Corus Entertainment, the Weather Network, Cogeco and others, to develop and maximize all of the new digital/mobile opportunities.

As a veteran of the technology business both web and mobile, prior to founding WEB2MOBILE, Deborah worked at Yahoo! Mobile in Sunnyvale managing large scale partnership activities globally. Over the past 12 years she has managed many strategic digital & technology projects for clients like HP, Forbes Inc., Trader Inc., Nestle, L'Oreal, Rogers and others.

Deborah sits on several advisory boards including the CMA Digital Marketing Conference where she is active co-chair and as the chairperson of the 2009 CMA Mobile Marketing Conference. She has written for several publications on the subject of mobile marketing including the Direct Marketing News and other national publications.

Deborah is a graduate of Queen's University school of Mechanical Engineering and holds her executive MBA from Queen's School of Business.

 

Eli Singer

  Eli Singer

  Founding Partner, Communications Strategy, Entrinsic Partners

Eli Singer is a founding partner of Entrinsic. His specialty is in social media, branding, community building and disruptive innovation. In 2008 Eli was published in the Harvard Business Review featuring a case-study on how social media can create a culture of collaboration, transforming civic institutions and reinvigorating their relationships with stakeholders. His recent client work includes Aeroplan, developing the global social media strategy for the Museum of Modern Art (MoMA), and creating a new channel strategy for Roy Thomson Hall Massey Hall, leveraging blogging and mobile.

Prior to starting Entrinsic, Eli worked at Segal Communications, the exclusive Canadian representatives for Facebook, with the specific mandate of developing sustainable brand communities for TD Bank and Playstation inside the social network.

In 2006 Eli created Social POV, one of Canada's first social media practice areas in a fully integrated advertising agency, where he worked with the CIBC Run for the Cure, World Wildlife Fund Canada, Art Gallery of Ontario, Canadian Opera Company, Stratford Festival, Moosehead Breweries, Toronto International Film Festival and the Royal Ontario Museum.

Eli is the creator of CaseCamp, Canada's social media unconference, and maintains his blog at Singer.to. Eli holds an honours degree from The Richard Ivey School of Business, has studied internationally, and enjoys a good game of pinball. He currently lives in Toronto.

 

 Aubrey Stork

  Aubrey Stork

  Account Director, ThinData

 

As Account Director, Aubrey plays a lead role in developing powerful and cost-effective email strategies for many of ThinData's most prestigious clients. He brings a rare depth of experience in the retail, telecommunications and media sectors to his many Not-for-Profit clients - including UNICEF Canada, The Easter Seals Society, Greenpeace and The White Ribbon Campaign.  

 

Cathy Preston

  Cathy Preston

  President & Founder, Preston Human Capital Group

Cathy began her career in Brand Management at Colgate Palmolive where she played an integral role in strategy and new product development. She then spent three years in the executive search industry as a Search Consultant before joining Marketing & Promotion Group as an Account Executive. Cathy played an instrumental role in that company's exponential growth and concurrent transformation into Mosaic, an international Sales and Marketing Services organization. During this time Cathy founded Mosaic Direct which became one of Canada's leading direct marketing agencies, and later assumed the position of President of Mosaic Marketing Services, the largest marketing services company of its kind in Canada.

In 2001 Cathy returned to the executive search industry to bring her breadth of business and client service knowledge to her clients and help them build their teams. Preston Human Capital Group is a senior level retained executive search firm that in recent years has established a well-developed foothold in the not-for-profit sector.

Cathy served as a board member for five years for Covenant House, a resource for homeless youth. She is a founding member of the steering committee for the Judy Project, a Rotman School of Business executive program for the Advancement of Women in Leadership. She is also a past-member of the Nominating Committee for the Canadian Marketing Association and a Past Board member of the Canadian Marketing Association. When not busy with work and philanthropic endeavors Cathy enjoy spending time with her family, being active and creating gastronomic delights!

 

 Paul Estey

  Paul Estey

  Chief Innovation Officer, Public Inc.

 

 

Paul Estey is the Chief Innovation Officer at Public, Inc., a for-profit, social-purpose business focused exclusively on advancing the public good. Public creates scalable programs, products and campaigns that: raise money; increase civic and community engagement; advance social causes and issues; and help establish new social norms.

Prior to founding Public, Paul was Vice President, Strategy at Artez where he split his time between new business development, particularly outside Canada, and working with Artez' larger clients to refine, refocus and often reinvent their fundraising strategies. Paul began his career as a strategy consultant with the Monitor Group where he worked with Fortune 500 companies and their public sector equivalents to develop their business and growth strategies.

A Mathematics graduate from the University of Waterloo, in his spare time Paul enjoys reading, travel, and sports, and is actively involved in a variety of volunteer and fundraising activities.

 

 Ossie Hinds

  Ossie Hinds

  President & CEO, Cornerstone Group of Companies

 

Ossie is the founder of Cornerstone Group of Companies, the largest supplier of outsourced data and data management services in Canada. Ossie started Cornerstone in 1987 as a list brokerage company. Since that time Cornerstone has expanded its services to include list management, data processing, web marketing, database management and outsourced on and offline transaction processing.

In 1995, Cornerstone began offering donation processing and data management services to Canadian charities. Today, Cornerstone Fundraising Services is the recognized Canadian leader in this area, processing over $110 million of on and offline donations for over 50 charities in Canada and the United States.

Ossie is an honorary life member of the Canadian Marketing Association and a former member of its board of directors. He is also a past recepient of its Direct Marketer of the Year award and a former member of the board of directors for the Canadian Foundation Fighting Blindness. He is also a member of the Institute of Chartered Accountants of Ontario.

Ossie has a bachelor of commerce degree from McMaster University.

 

 Adrian Bradbury

  Adrian Bradbury 

  Founder & Executive Director, Athletes for Africa

 

Adrian Bradbury is a fundraiser, human rights advocate, writer and is the founder and director of Athletes for Africa.

Athletes for Africa, founded in 2004, focuses on providing education and opportunities for youth in Africa through the power of sport. Athletes for Africa's best known projects are GuluWalk, an annual event with walks in over 100 cities in 16 countries, held in support of the abandoned children and internally displaced people of northern Uganda, and, most recently, Football for Good, an initiative in partnership with the Steve Nash Foundation. Football for Good is a non-profit social business that with aims to bring community-centered academy football to regions that have been ravaged by war.

Artez and the annual GuluWalk have worked together since 2006 and together have built an online campaign that has raised over one million dollars and has reached donors worldwide.

 

 Anya Codack

  Anya Codack

  Chief Executive Officer, Yfactor

Anya Codack, CAE, is the CEO of Yfactor, an established, 12 year, award winning website and content management system firm for non-profit organizations. Yfactor provides non-profit organizations with holistic website solutions that address the 4 factors of online success including first impression, content, functionality and increasing traffic.

In her role as CEO, Anya has provided strategic consulting and solution leadership for clients such as Covenant House Toronto, The Adoption Council of Ontario, Deaf Culture Centre, ACTRA Toronto, Canadian Film Centre and many others.

As a graduate of the Ontario College of Art and Design as well as Sheridan's Post-Graduate Computer Graphics program, Anya bridges the gaps between business success, marketing, design and technology. She is a member of the ASAE, CSAE and AFP associations and wrote the textbook chapter on technology for the Canadian CAE certification. Frequently invited to speak at industry events, Anya is a recognized thought leader. Anya also serves on a number of boards, including Sheridan's Ecommerce Program Advisory Committee.

 
 Michael Dailey

  Michael Dailey 

  Senior Account Executive, Fundraising, ASI Canada

Michael Dailey is the Canadian Senior Account Executive, for Fundraising at Advanced Solutions International. Michael is charged with new sales for the fundraising division at ASI. After joining the company in 2008, Michael has helped ASI grow the fundraising business unit by adding new iMIS clients. 

 
 Jody Jeffrey

 Jody Jeffrey

 Manager of National Web Services, Canadian Red Cross

Passionate about friends, family, work and all things that connect them Jody Jeffrey has spent more than 10 years immersed in this thing some call the Internet.

With a deep interest now in all things Web 2.0+ Jody is presently the Manager of National Web Services for the Canadian Red Cross. Jody left private industry 3 years ago to work in the not-for-profit space and hasn't looked back since; previously with Nortel Networks and PCI Geomatics he first began his career developing spatial applications for the web.

Jody is a proud father, husband and in his free time enjoys whitewater kayaking.

 

 David Armour

 David Armour

 CEO, Canadian Olympic Foundation

David brings great depth of experience in foundations and in fundraising to this new role as CEO of Canadian Olympic Foundation. His previous work includes 10 years as National President of United Way of Canada/Centraide Canada, CEO of the Canadian Medical Foundation, Senior Advisor to the Université Laval Foundation and Regional Director of the Heart and Stroke Foundation of Ontario.

 

Amanda Chew

  Amanda Chew

  Vice President - People, SickKids Foundation

Ms. Amanda Chew joined SickKids Foundation in November 2000 as Director of Human Resources and Administration. In June 2008, Amanda was promoted to Vice President, People, providing strategic oversight and leadership of the continued improvement and development of the Human Resources, Administration and Board Relations functions of the Foundation. In November 2008, Ms. Chew took on additional responsibility as Vice President responsible for a significant portion of the Foundation's fundraising portfolio, including SickKids Leaders (donors who make annual gifts to the Foundation of between $1K and $10K), Major Gifts ($10 - $1M/year) and Community Involvement/Events.

Prior to joining SickKids Foundation, Ms. Chew was the Human Resources Manager for The Ontario Trillium Foundation, an Ontario Government agency dedicated to building healthy and vibrant communities by strengthening the capacity of the voluntary sector through investments in community-based initiatives. In this role, she oversaw the hiring and development of 100 staff. Previously, Ms. Chew was Human Resources Manager for Loft Community Services. Loft Community Services works to provide permanent housing and community support services for the most vulnerable, including those with mental health and physical and addiction challenges, the homeless, the abused and the abandoned. Before joining the not-for-profit sector Ms. Chew held a number of increasingly senior sales and service roles in pharmaceutical and manufacturing businesses.

Ms. Chew is a graduate from the University of Waterloo with a Bachelor of Arts degree in English. She is a Certified Human Resources Professional (CHRP) and holds a Certificate in Advanced Human Resources Management from the University of Toronto, Rotman School of Management. Ms. Chew has served on voluntary Boards for the past ten years.

 

Tom Epplett

  Tom Epplett

  Chief Operating Officer & Founder, IATS Division, Ticketmaster Canada 

IATS is a leading provider of integrated end-to-end donation processing solutions for nonprofit organizations. IATS is based in Vancouver, British Columbia, and provides services to over 9,000 Non Profit Organizations in the United States, Canada, United Kingdom, Europe, and Australia/Asia with the ability to process in local currencies both on-line and off-line donations made by credit cards or direct debit in a cost effective manner.

Tom has a BSc. in Biochemistry from Carleton University and a MBA from the Richard Ivy School of Business. Prior to founding IATS, he was Founder and CEO of Source Ticket System LTD; a Calgary based company which was later sold to Ticketmaster Canada. Before he started Source Tickets, Tom ran a Venture Capital company for 7 years.

Tom currently lives in Vancouver, is an avid runner and cyclist, and is passionate about life in general and specifically the application of technology in the international market place.

 

Adrian Fuoco

  Adrian Fuoco

  Manager, Marketing and Events, Canadian Tire Jump Start

 

Native Torontonian, Adrian Fuoco has been a marketing professional for over ten years. Originally working agency side at Wunderman, Adrian developed integrated promotional campaigns for a variety of clients, including British Petroleum, Sears and Xerox. In 2003 Adrian took a position at Canadian Tire working in the advertising department, initially focusing on developing on-site promotions, contests and loyalty strategies for the retailer's network of gas stations. In 2005 accepted a role focusing on developing new marketing and fundraising strategies for Canadian Tire's corporate charity, the Foundation for Families. Since that time, Adrian's team, working with the Foundation President and Taxi has rebranded the foundation Canadian Tire Jumpstart Charities and implemented a new strategic plan. In 2009, the Jumpstart Charities will raise over $9 million to help families in need across Canada.

A History graduate from the University of Western Ontario, Adrian is an avid movie collector and amateur film historian.

 

Sima Shah

  Sima Shah

  Acting Development Officer, Toronto General & Western Hospital Foundation 
 

Sima Shah has worked in the fundraising industry for more than 8 years.  She worked at Univision Marketing Group Inc. for 6 years on telephone fundraising projects for different charities.  Sima’s passion for helping others brought her to Toronto General and Western Hospital Foundation in 2007 and she is currently the Development Officer for Commemorative Giving. 
At Toronto General and Western Hospital Foundation, Sima is responsible for the tribute module including the online application for commemorative giving.  She works closely with the Information Technology Team and Communication Team to create mini websites to profile donors and tell their story.
 
Sima completed a four year program at Ryerson University, a Marketing Management Degree with an e-Business minor. In her spare time, Sima likes to travel, shop, and spend time with family and friends. 

 

Jim Tobin

  Jim Tobin 

  Director & Head, Marketing Services, Sponsorships & Brand Management, Scotiabank

Jim Tobin joined Scotiabank upon arriving in Canada from Ireland, in 1995.  Currently Director and Head, Marketing Services, Sponsorships and Brand Management, Jim has over 40 cumulative year’s in Advertising, Marketing Branding and Sponsorship. 

He provides leadership and counsel across the domestic Bank (Canada), for mass marketing campaigns, in-branch customer materials and brand alignment.  His current primary focus is integrating the Bank’s sponsorship initiatives with their mass marketing programs. 
Scotiabank’s sponsorship properties have raised the profile of the Bank’s brand and have driven community awareness of Scotiabank’s commercial and philanthropic contributions. 

Fundraising plays an important role in most of the Bank’s sponsorship programs. 

 

Graham Moore

  Graham Moore

  Public Relations & Development Secretary, Salvation Army Canada 

Graham Moore is the national director of public relations and development for The Salvation Army in Canada.  He has held this position since 2003. He is responsible for the development and management of the national fundraising program including annual giving, direct response, internet, special events, major gifts, planned giving and capital campaigns.  He is also responsible for national media relations, public relations, advertising, and direct marketing. The Salvation Army began its work in Canada in 1882 and has grown to be the largest non-governmental direct provider of social services in the country.

 

Sharon Avery

  Sharon Avery

  VP, Development & Regional Operations; UNICEF Canada

Sharon has been in the not-for-profit sector for 14 years, raising money for children’s charities in the social, healthcare and international development fields.  Through nine years at SickKids Foundation, Sharon had the opportunity to impact nearly every fundraising channel in the organization and, always an unconventional fundraiser, was privileged to finish her career there as Senior Director, Innovation.  Sharon recently joined UNICEF Canada as the VP Development & Regional Operations, and is relishing her biggest challenge yet.

 

David Fisher

  David Fisher

 Director of Information Systems, SickKids Foundation

David recently joined SickKids Foundation as the Director of Information Systems. Part of David’s role is to implement new technology solutions to drive operational efficiencies, enhance Foundation programs and create new giving opportunities.

David has a long history of increasingly senior IT roles, most recently serving as Director, Information Technology at Levi Strauss & Co. (Canada) Inc. where he lead multiple, cross-functional projects and teams.  In addition to his computer certifications, David holds his Bachelor of Sociology and Bachelor of Education from York University.


 

 



Home Register Agenda Speakers Past Attendees

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.


TimeSessionLocation
8:30 – 9:00 amBreakfast & Registration Lower Concourse
9:00 - 9:15 am Opening Remarks
Auditorium A
9:15 – 9:45 amWho is  Driving Your Digital Strategy?

Morning Keynote: Sharon Avery (UNICEF Canada)

Download Presentation
Auditorium A
Track 1
10:00 – 11:00 amNavigating from the Present into the Future: Fundraising 2.0

Presenter: Ted Hart (Hart Philanthropic Services)

Download Presentation
Auditorium A
10:00 – 11:00 amThriving & 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 pmThe Business Value of Online Communities and Social Fundraising

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

Download Presentation
Auditorium A
11:15 – 12:15 pmTaking it to the Next Level with Facebook

Presenter: Elmer Sotto (Facebook Canada)

Download Handout
Auditorium B
11:15 – 12:15 pmWhen to Use Mobile and How to Roll Out a Strategy

Presenters: Deborah Hall (Web2Mobile) & Eli Singer (Entrinsic Partners)

Download Presentation
Auditorium C
12:15 – 1:45 pm Lunch

Uncharitable: How Restraints on Nonprofits Undermine Their Potential

Lunch Keynote: Dan Pallotta (Springboard)

Auditorium A
Track 3
1:45 – 2:45 pmFundraising Software & Payment Gateways: the Missing Manual for Getting Started

Presenters: Michael Dailey (ASI) & Tom Epplett (IATS)

Download Michael's Presentation                                                          Download Tom's Presentation
Auditorium A
1:45 – 2:45 pmHow Much Are Canadians Giving, How Are They Giving and How Has This Changed In The Digital World?

Presenter: Steve Levy (Ipsos Reid)

Download Presentation
Auditorium B
1:45 – 2:45 pmMega Events: Best Practices for Taking Your Success Online

Presenter: Dave Simms (Leukaemia Foundation Australia)

Download Presentation
Auditorium C
Track 4
2:45 - 3:35 pm
Data - A Competitive Imperative

Presenter: Ossie Hinds (Cornerstone)

Download Presentation
Auditorium A
2:45 - 3:35 pm

Email Magic & The Deadly Sins of Website Design

Presenters: Aubrey Stork (ThinData) & Anya Codack (Yfactor)

Download Aubrey's Presentation & Handout

Download Anya's Presentation

Auditorium B
2:45 - 3:35 pmFinding (and keeping!) Fundraising Talent

Presenters: Cathy Preston (Preston Human Capital Group) & Amanda Chew (SickKids Foundation)

Download Presentation
Auditorium C
3:45 - 4:00 pm
Afternoon Break
Lower Concourse
Track 5
4:00 - 5:00 pmThird Party Events: Empowering Your Supporters with Technology

Moderator: Dianne Sheridan (Artez)

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

Download David's Presentation

Download Sima's Presentation

Download Adrian's Presentation

Auditorium A
4:00 - 5:00 pmEverything 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)

Download Presentation
Auditorium B
4:00 - 5:00 pmThe Role of Technology in Corporate Giving

Moderator: Mike Prentice (Artez)

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

Auditorium C
5:00 - 7:00 pmSpecial Announcements                                                                               Networking 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

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

 

 

 



Register Agenda Speakers Past Attendees Sponsors

Sponsors - ArtezInterAction 2009

 

ArtezInterAction is a conference that attracts like-minded individuals who are passionate about fundraising and desire to strengthen their strategic know-how for their charity campaigns. Last year, more than 250 individuals from over 80 different non-profit organizations attended the conference. Participating in this event as a sponsor presents an excellent opprotunity to your ogranization to establish and strengthen your presence in the nonprofit community. 

Highlights of ArtezInterAction 2008 

 
  • 12 informatiove sessions focused on fundraising strategy, technology and event management
  • 30 enthusiastic, informative speakers from across North America & the U.K.
  • Great chance for all delates to collaborate with and learn from conference speakers
  • Excellent opportunity to network with individuals from the same industry and share successes
  • Inspiring stories from leaders in the non-profit community
  • Launch party for new Artez module - Personal Events Template

ArtezInterAction 2009 

 

This year we are inviting various fundraising corporations to join us as sponsors. We are currently seeking companies that would be interested in sponsoring various aspects of our upcoming conference. Sponsorships vary in price from $500 to $5,500; the benefits and recognition couples with each sponsorship opportunity are listed below..

 

We would like you to consider sponsoring one of the following options, especially if you find that there is an opportunity to reflect your service and/or product. We are always open to suggestions if you have an idea for a sponsorship that has not been included in the list below.

 

If you are interested in sponsoring a session please contact Kate Kablash at 416.815.8777 ext. 453 or at kate.kablash@artez.com.

Sponsorship Benefits 

 
  • A chance to promote your business at the regional, national and international level
  • Access to an audience of over 250 active, energetic, passionate decision-makers in the fundraising industry. Common titles of attendees from our 2007 conference are Director of Development, Executive Directors, Fundraising Specialist Campaign Manager
  • Initiate and develop interest in your product/service within the fundraising industry
  • Achieve name recognition with a growing fundraising and networking conference- we hope to have over 200 attended in 2008 with prospects of over 250 in 2009
  • Receive alignment with a popular Toronto-based event

Sponsorship Categories:

 

*All sponsorship categories include an opportunity to set up a promotional booth in a designated area outside of the seminar rooms.

Lanyard Sponsorship ($500)-1 Opportunity Available

  • Logo/Sponsor Name listed on:
    • Lanyard
    • Website

Session Sponsorship ($750 each)- 12 Individual Opportunities Available or 1 Opportunity to Sponsor all Sessions ($5,000) (Multiple Sponsors Permitted)

  • You will be listed as the "Session Sponsor" on the following:
    • Beginning Slide of PowerPoint Presentation
    • Website
    • Conference Binder

 Silver Sponsorship ($1,000)- 3 Opportunities Available

  • Logo/Sponsor Name listed as "Silver Sponsor" on:
    • Website (accompanied by link to said organization's website)
    • Conference Binder
    • All PowerPoint Presentations

Lunch and Presentation ($1,750)- 1 Opportunity Available

  • Signage at lunch displaying Sponsor information
  • Appear as "Lunch & Presentation Sponsor" on:
    • Website
    • All Conference Communications
  • Sponsors will introduce Keynote Speaker at lunch
  • Sponsor logo will appear on Keynote's PowerPoint Presentation

Gold Sponsorship ($3,000)- 3 Opportunities Available

  • Logo/sponsor's Name listed as "Gold Sponsor" on:
    • Website (accompanied by link to said organization's website)
    • Conference Binder
    • All PowerPoint Presentations
    • All conference signage
  • Sponsor will receive a Marketing Piece in conference binder
  • Logo/Sponsor Name will appear on all conference signage with exception of Lunch and Event Signage

Platinum Sponsorship ($5,000)- 2 Opportunities Available

  • Logo/Sponsor Name listed as "Platinum Sponsor"
    • Website (accompanied by link to said organization's website)
    • Conference Binder
    • All PowerPoint Presentations
    • All conference signage with exception of Lunch and & Event Signage
    • Web registration pages
    • External Advertising
    • Email blasts for conference
    • Conference web pages
  • Marketing piece in conference binder

Data Key Sponsorship ($5,500)- 1 Opportunity Available

  • Logo/Sponsor Name listed on :
    • All data keys
    • Website and conference communications

 Sponsors will be listed in the following order on all conference communications: 

  • Platinum
  • Gold
  • Silver
  • Data Key
  • Lunch and Presentation
  • Lanyard
  • Session
If you are interested in sponsoring a session please contact Kate Kablash at 416.815.8777 ext. 453 or at kate.kablash@artez.com. 

 


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