Not-For-Profit Roundtable - Integration for Success

Overview

We all know breaking down organizational silos is fundamental to the success of any organization. And not-for-profits are no different.

Why is integration such a struggle and how can not-for-profit organizations enable it?

In this session, you’ll hear from a diverse panel of experts who will share their integration success stories for acquiring, cultivating, and stewarding donors across multiple marketing channels.

Case studies as well as discussions on relationship marketing, technology and interaction strategy will be presented and explored by the panellists with the opportunity for the audience to participate.

Have questions for our panel? Tweet us via @Cdnmarketing using the hashtag #cmanfp.

You Will Learn / Who Should Attend

You Will Learn

Hear practical tips on how to:

• Convert spontaneous donors into committed donors
• Mine your direct marketing donors for planned gifts and bequests
• Identify major gift or corporate prospects
• Leverage corporate sponsorship for employee/member engagement
• Break down silos for effective organizational integration
• Integrate programs across multiple teams and platforms

Have questions for our panel? Tweet us via @Cdnmarketing using the hashtag #cmanfp.

Who Should Attend

This event is for marketers and fundraisers who are facing the challenge of how to integrate successfully within their organization. There will be an opportunity for attendees to submit their questions in advance of the session to help tailor content.

Speakers

Moderator

Laura Graham-Prentice
Vice President, Communications & Marketing, YMCA of Greater Toronto

Laura Graham-Prentice is Vice President Communications & Marketing for The YMCA of Greater Toronto. With over 20 years experience, across a number of industries, Laura has built a career focused on building strong and admired corporate brands.

Prior to joining the YMCA, Laura was Director, Parent Brand Marketing for the Heart and Stroke Foundation. Responsible for strategically leading communication initiatives that increased brand comprehension, delivered stronger, more integrated communication efforts and created tangible donor/volunteer giveback – Laura developed a new team that focused on comprehension, engagement, health education, and fundraising goals. Under her leadership HSF established a brand architecture, updated their logo and launched a new, nationally integrated communications strategy and online presence.

Laura made the transition to the charitable sector from the LCBO. Laura joined the LCBO in 1996 to lead re-branding efforts and to drive integrated, multi-channel marketing programs that included FOOD&DRINK Magazine. Laura also led the team that developed the Ontario Small Brewers Association Strategic Plan (2003). Earlier in her career, Laura was in Advertising and Sales Promotions at Harry Rosen Menswear.

Panelists

Russell Evans
Marketing Manager, Community Partners and Programs, Foresters

Russell Evans is Marketing Manager, Community Partners and Programs for Foresters, a life insurance provider that is member-based, family-focused and community spirited.

During his 4-year tenure at Foresters, Russell has created and launched Membership Matters, a lifestyle based approach to member communications; managed and led all programming and communications for Foresters International Assembly, $2.2 million dollar corporate governance meeting; and developed and executed a community partner management strategy that delivers improved member involvement and a greater number of opportunities for brand awareness and sales engagement.

Prior to joining Foresters, Russell worked with WaterCooler Inc., a consulting firm that develops strategic internal communications for clients that include BASF and AstraZeneca.

Kathrin Majic
Development Officer, Community Partnerships, David Suzuki Foundation

Kathrin is a strategic marketing professional with over 12 years of experience in the non-profit sector, sports and event sponsorship, and partnership consulting across a variety of national and international organizations. She brings a wealth of talent and experience developing marketing strategies for national and international brands to achieve ROI objectives. A Harvard University and the London School of Economics graduate, Kathrin is passionate about environmental issues, corporate social responsibility and cooking with local food.

Rick Perciante
National Vice President- External Engagement, Canadian Cancer Society

Rick Perciante has had an extensive career working in the health and not-for-profit sectors for the past 27 years. His efforts have focused on community development, volunteer engagement, and fundraising within community based organizations such as the Canadian Red Cross Society and Canadian Diabetes Association. He has been with the Canadian Cancer Society for 19 years in a variety of progressive positions. Prior to his appointment in July 2010 to his current role as National Vice President External Engagement, he served as Acting CEO for the Ontario Division. Previous to this, he held the positions of Vice President, Development and Marketing and Senior Director Regional Operations.

Rick serves as Treasurer on the National Board of Directors and Executive Committee of HealthPartners- a partnership of national health charities that mobilize workplace giving that’s directed towards improving the health of Canadians. His past voluntary efforts have been committed to organizations such as the Sunshine Foundation of Canada, United Way and community housing. Rick is a graduate of the University of Manitoba with specialization in recreation studies and not-for-profit administration. In his spare time, Rick is an outdoor enthusiast and an avid traveler.

Stephen Shaw
Chief Strategy Officer, Kenna

As Chief Strategy Officer at Kenna, Stephen’s role is to guide clients on the adoption of customer management as a core marketing discipline and to serve as an advocate for marketing transformation. In addition to his consultative work, he oversees a group of strategic planners and customer intelligence analysts.

A recognized authority in Canada on the subject of relationship and database marketing, Stephen’s expertise spans information technology, customer analytics and customer management strategy. Over the years, he has worked with major clients in almost every business sector, spearheading a diverse range of marketing initiatives, from brand launches to development of customer recognition programs to creation of fully integrated lead management systems. Stephen’s prior experience includes strategic leadership positions at various prominent CRM and database marketing services companies in Canada. His early career was spent in the direct response field, specifically in the areas of publishing, mail order and financial services.

Over the past 20 years Stephen has been a frequent contributor to Direct Marketing News. He has also contributed CRM-related articles to such national publications as Marketing and Strategy. His work has also appeared in various online journals including MarketingProfs.com and the Customer Management Community. Over the years Stephen has also served as both a moderator and a speaker at numerous marketing industry functions and events in both the U.S. and Canada. Most recently he was the keynote speaker at the annual Canada Post “Inside the Box” event.

Key Dates/Pricing

Date:
September 11, 2012

Time:
8:00 - 10:30 a.m.

Location:
Intercontinental Toronto Yorkville
Toronto, ON

Rates:
CMA Member: $50 | Member, Multiple*: $45
Regular: $85 | Regular, Multiple*: $80

*Three or more members from the same company must register at the same time.