ArtezInterAction North America 2009
Speakers

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 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
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
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.

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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Vice President - People, SickKids Foundation

 

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.

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
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
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
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
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
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
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
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.