2022 Apra Canada Conference Sessions

In this session, Jessica Diniz will walk participants through JDRF’s journey, and the framework they developed to evaluate market capacity data and build a 9-block quadrant. This supported donor segmentation and building the major gift pipeline.

In this session, we will share our data governance, classification, and implementation methodology. We will talk about the successes and the challenges we faced along the way. If you are considering implementing business intelligence reporting, this session will help you understand what you need to consider to build a strong foundation.

Level: General Interest Virtual

Lessons and case studies from a frontline fundraiser and a prospect researcher who achieved outsized success securing major and planned gifts, using the principles of 1) building relationships; 2) developing a shared understanding of promising prospects; and 3) focus on solving problems that the barriers that keep prospects from becoming donors.

In-Person

Prospect Researchers are a number of things. They are organized, they are curious, and they are creative - but they are also fundraisers too! With the speed and sophistication of technology and information in the world today, it is more important than ever that prospect researchers and frontline fundraisers work together as a team, to achieve their organizational goals and provide meaningful donor engagement. In this presentation we will discuss strategies for working proactively and collaboratively with your fundraising colleagues and how prospect research can provide the keys to a meaningful donor strategy. In this presentation, we will discuss numerous...

Humorous look at using emotional intelligence in the workplace. Applying wisdom snatched from the werkroom of RuPaul's Drag Race, Alex Basen will guide you through tricky workplace situations where what's needed is a dose of emotional intelligence. Learning Objectives Soft skills Emotional intelligence Level: General Interest In-Person

The onboarding and training of a new team members is crucial to their and the team’s overall success. As such, the Research & Prospect Analytics team at UBC has implemented a comprehensive training process for new members of the prospect research team, which includes a detailed training manual. In this session we will share information on our comprehensive training process and methods. You will also hear the perspective of a new researcher on our team who recently undertook this training. The presentation will include the following components: Training process: what and why Training manual: why, design, and use Training schedule...

Join seasoned industry executives for a panel discussion facilitated by Sarah Marcotte, Associate Director of Prospect Research at Weizmann Canada, as they share their experience and insights on developing your career from researcher to leader. Learning Objectives Advocacy for yourself as a researcher and for your team Practical tips on developing leadership skills Level: General Interest In-Person

Aimed at people who never used Power Bi before. You wonder if Power BI is the right solution for you? Your organization got Power BI installed on your laptop and you’d like to start using it but don’t know where to start? Your wonder if it’s worth it asking your team to start switching new reports from Excel to Power BI. You'll understand better the possibilities and practicalities of this tool through this practical workshop that'll guide you step by step from raw donation data to a functional simple report in 40 minutes. No previous experience necessary with this tool...

Reading the paper, getting Google alerts, scrolling Twitter - there are many ways to be up to date on your prospects and donors, and just as many ways to get that key information in front of the fundraisers who need it. Join Aurianne, Crystal, and Margaret for a cross-sector, cross-country dive into their media review processes.

Mark Blumberg, an expert in charity law, will share the latest developments in the field as well as his best advice for researching foundations and their directors. Learning Objectives Learners will take away the most current information related to the CRA's charities directorate and the T3010. Learners will gain additional insight into the current regulatory environment impacting Canadian foundations. Level: General Interest Virtual

A Prospect Researcher, a Director of Philanthropy and a Senior Manager, Data Analytics and Reporting will share their unique experiences in working collaboratively to build capacity, increase philanthropic revenue, and move towards a culture of data driven decision making and data driven impact reporting to have laser focus on philanthropy. Learning Objectives Sunnybrook Foundation went from a research-driven to system-driven and a research-managed to advancement-managed fundraising shop. We moved from Research Briefs to an auto generated Research Snapshot Report that is collaborated into other reports. Prospect Identification transformed from queries and data mining to self-serve and automated reports. Prospect Management...

Fundamentals of finding and interpreting public company executive information available through SEDI, SEDAR and the SEC, including short cuts and tips for the time-pressed researcher. Learn the basics of public salary disclosures and calculating stockholdings, and how this can help you build your capacity ratings. Learning Objectives Confidently locate and identify key financial information through public sources. Level: Beginner Virtual

Level: General Interest In-Person

We all have projects, and to be successful they need to be managed properly. Join Anya in this 15 minute lightning talk to get her top tricks and tips to add to your toolbox and ensure your next project's success. Session Objectives Attendees will learn the basics of good project management practice Level: General Interest Virtual

In this 15-minute lightning talk, CharityCAN CEO Matthew Charters will try to convince you that you should learn how to code and that learning to code doesn’t have to be as intimidating as you might think.

Laughter is medicine that EVERYONE needs. After 3 years of ridiculous-ness, of constant stress, fear and anxiety, of ever-changing protocols and policies, of burnout and mental health challenges, WE ALL NEED A LAUGH. And while laughter can bring us relief in the moment and help us find a bit of joy, we also need some real life tools to bring laughter, balance, and clarity back into our lives. Session Objectives This session WILL NOT be a comedy routine but WILL engage the participants: To consider the challenges they have faced and celebrate getting through them To offer a few tools...

Our panel of experts will draw from their work in strategic communications, public relations, philanthropy, and marketing to share practical strategies for being a more effective and persuasive communicator in your organization. Level: Intermediate In-Person

In-Person

What does transformational prospecting look like during a $1.5-billion fundraising campaign at SickKids Foundation? How are high net worth prospects presented and managed? This presentation will explore the Research Services team’s journey to create a formalized process to present Transformational prospects to senior fundraising leaders on a monthly basis. We will present insights on how the team identifies prospects, engages with senior management, and tracks data to manage prospects and enable evaluation. The presentation will explore “wins” such as enhancing the prospect pool and increasing Research visibility, while touching on the challenges that lie ahead to fully knock it out...

What is Community-Centered Fundraising (CCF)? What is the Dirty Money Dilemma? Building and maintaining relationships with different donor types using CCF Aligning your fundraising practices to CCF: getting buy-in Level: General Interest In-Person

This plenary session is an invitation for deep and active listening. Join The Circle’s CEO, Kris Archie as she shares her story on the generosity of salmon. Kris, a Secwepemc and Seme7 woman from Ts’qescen, will highlight the values and teachings that the land, the animals and the seasons on her territory have taught her. Kris’ story will surface the notion that Indigenous and other equity seeking communities have teaching and laws that best place them to activate generative systems that build toward a nourished future. In-Person

Janice and Margaret will deliver a customized workshop focused on Discovering Your Leadership Impact. This session will explore both the Internal (including exercises to help participants uncover their core values) and the External (seeking feedback from others). We will explore how to process feedback using your values. The outcome of this will be an authentic sense of leadership impact. Level: General Interest In-Person and Virtual

This session will introduce fundamental concepts critical to new prospect researchers. Key learnings will include resources; how to build a profile; corporate, individual and foundation research; supporting and communicating with development colleagues; and identification and qualification of new prospects. Attendees will come away with a better understanding of how their work can support their larger department in identifying, understanding, and connecting with potential donors. Level: Beginner In-Person

All conference attendees are welcome to join in the Apra Canada Annual General Meeting! We will be discussing our new strategic plan. The plan and agenda are posted below.