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Speakers

Zena Applebaum

Zena Applebaum is the Director of Competitive Intelligence at Bennett Jones LLP. Zena’s primary responsibilities include practice development, market and competitor performance analysis, client relationship management, counter-intelligence and marketing.  Zena brings a unique perspective to intelligence and market dynamics as a result of broad business development, data management, marketing, and corporate research experience in a variety of sectors.

A regular speaker, writer and blogger on competitive intelligence topics in Canada and abroad, Zena authored "Business Intelligence for Law Firms" published in November 2012, by The Ark Group.  Zena is a sessional instructor at the UofT iSchool in Competitive Intelligence.

Arno Bangert

Arno Bangert has been Director of Research & Campaign Operations at BC Children’s Hospital Foundation since 2001. Prior to joining the Foundation, Arno held positions in research and prospect management, proposal writing and case development with United Way of the Lower Mainland, the VGH & UBC Hospital Foundation and the University of British Columbia. His previous experience includes several years working with a market research firm. Arno has also worked on a consulting basis with other organizations, providing training in prospect management and tracking.

Arno is a past board member of APRA Canada and AFP Vancouver, and is currently Co-Chair of the Woodmark Group Prospect Research Cohort. He is a graduate of the University of Victoria. 

Celeste Bannon Waterman

A passionate believer in the importance of donor-centric research and fundraising, Celeste specializes in using research and analytics to help clients better understand and respond to their donors.  She also conducts topical research and monitors philanthropic trends to provide insight into shifts in giving to provide support for strategic planning exercises for many organizations.  At KCI she has had the privilege of working with numerous charities in diverse sectors including higher education, social services, hospital foundations, arts and culture organizations and health-related charities.   Celeste is a frequent presenter at conferences, most recently the 2014 APRA Canada conference and AFP Congress.

Tracey Carmichael

Tracey Carmichael leads UBC’s development and alumni research team where she created a new data analytics program in 2013. Her professional career has centered on identifying and implementing innovative ideas to connect people with information to facilitate evidence-based decision making. She worked as a law librarian for Courthouse Libraries BC, knowledge manager at the BC Securities Commission and senior manager and e-publisher with the Human Security Report Project. Tracey holds an MLIS and BA from McGill University and is active in professional associations. Recently she presented at the 2014 Environics Analytics Conference, developed a webinar with APRA Canada, and has lectured at both UBC and SFU.

Kat Carson

Kat Carson is the Manager, Pipeline Development at the University of Calgary. In her eight years at the UofC, Kat has helped evolve Prospect Management from a one-person shop to team whose mandate is to help guide the interactions between representatives of the University of Calgary and the institution's philanthropic prospects through effective relationship and prospect management.
 
Prior to joining the Development and Alumni Engagement Office at the UofC, Kat worked with a number of non-profit organizations in the arts and education sectors.  She has presented at the 2012 and 2014 APRA Canada Conferences, and recently contributed to APRA Canada's book An Essential Guide to Prospect Research in Canada.

Maria Cheung

Maria Cheung is the Director of Prospect Research at the University of Alberta. She is responsible for setting the strategic vision for the Prospect Research office and provide leadership and coordination to a proactive and integrated research team. Maria’s journey to prospect research began in 2006 when she joined the U of A’s Office of Advancement as a Prospect Research Analyst. She stepped into the manager’s role in 2011. Maria holds a Masters in Library and Information Studies and a Bachelor of Arts in English from the University of Alberta. Maria was a speaker at two previous APRA Canada conferences.

Tracey Church

Tracey Church has been a professional researcher for over 20 years and is the current President of APRA-Canada.

She is a Researcher & Charitable Sector Consultant with her own company Tracey Church & Associates, Research + Consulting Services (www.traceychurchresearch.com). Tracey has worked with over 300 organizations in the fields of health care, education, social services, the arts, and the environment. Tracey is also a part-time faculty member at Western University teaching the Prospect Research in Fundraising course in the MLIS program. Tracey has her MLIS and her Professional Certificate in Not-for-Profit Management from Western University.

She is a regular presenter for APRA, AFP, AHP, OLA and other conferences.

Janice Cunning

Janice Cunning, MLS, CPCC, ACC, combines her coaching skills with 17 years experience as a fundraiser and researcher.  She was a Senior Consultant at KCI.  Janice is passionate about partnering with fundraisers to help them create an inspired vision that transforms lives.  She has presented at APRA Canada, APRA, AFP and the Canadian Higher Education Annual Giving Congress.

Tawnia Daughton

Tawnia is the Prospect Research and Corporate Records Analyst at the University of Alberta. In this role, she has primary responsibility for creating and maintaining a robust and comprehensive data set on corporations and foundations. Tawnia has a Masters of Library and Information Studies from the University of Alberta, a Business Management Certificate from SAIT, and a Bachelor of Education degree from the University of Calgary. Tawnia was a speaker at the 2014 APRA Canada Conference and at Prospect Development 2015 in New Orleans.  

Gregory Duke

Dr. Duke has served as Director of Prospect Development at Rochester Institute of Technology since July 2015.  In this capacity, he supervises the prospect research and management teams, and overseas portfolio management and prospect assignments for a team of 20 development officers.
 
Dr. Duke was previously Director of Research and Prospect Management at Florida International University in Miami, FL.  He served as Director of Advancement Services, Senior Research Association, and Lecturer in Fundraising at Niagara University from 2002 to 2014.  Dr. Duke started his career in fundraising at St. Edmund Hall, University of Oxford.
 
Dr. Duke has spoken at APRA International, several APRA chapter conferences, and CASE District II.

Barbara Fanning

Barbara Fanning is Director, Research Services, The SickKids Foundation, Toronto. Previously, she had the opportunity to direct the donor research activities in support of two $500M+ campaigns at the University of Toronto and the University Health Network. A professional librarian, Barb was the first Canadian researcher to be elected to the board of APRA-International, where she served 6 terms. She chaired the 2004 APRA-International Conference and is a founding member of APRA Canada, a vital peer network. In 2007, Barb was honoured to receive the APRA-International Distinguished Service Award. Barb obtained her MBA from the Richard Ivey School of Business in 2014. She is a member of the board of directors of the Toronto Wildlife Centre.

Kiersten Hutchinson

Kiersten Hutchinson is a Research Analyst in the Prospect Research Office at Queen’s University. Kiersten joined Queen’s in 2011 as a Gift Administrator in the Office of Advancement before becoming a member of the Prospect Research team in February 2014. She holds an Honours B.A. in History from Queen’s University and an Accounting Diploma from Loyalist College.

Ibrahim Inayatalim

Ibrahim Inayatali brings over 33 years’ experience in the NFP and the corporate sectors. He has held senior leadership positions at universities, teaching hospitals and environmental think-tanks in Canada and overseas. These roles included executive director of the Pembina Foundation, associate vice-president, alumni & development at the University of Victoria, director of development & alumni affairs at the Faculty of Engineering, University of Waterloo, director of gift & estate planning at SickKids Foundation, principal giving officer at McMaster University and director of resource development & public affairs at the Aga Khan University. He has served as volunteer faculty for the CFRE course offered by the AFP, Greater Toronto Chapter.

Elena Khomenko

Elena Khomenko, MBA, CPCC, ACC brings to her coaching more than 15 years experience in leading multi-cultural teams in Europe, Latin America and Canada.  She is passionate about developing leaders in diverse environments.  Elena has presented at Princeton University, the Women in Leadership Foundation and at the Kyiv Mohyla Business School in the Ukraine.

Carly Koshman

Carly Koshman has worked as a Prospect Research Analyst with the University of Alberta for 2 years. She is co-editor of The Scoop, APRA Canada's newsletter, which is now back from a brief hiatus. Carly has a Masters of Library and Information Studies from the University of Alberta, a Bachelor of Applied Communications in Professional Writing from MacEwan University, and a Bachelor of Arts Honours degree from the University of Saskatchewan.

Crystal Leochko Johnston

Crystal Leochko Johnston is the Principal of Eclipse Research Group which provides prospect research services including prospect identification, profiles, wealth assessments, training and more.  Crystal founded the company in 2015.  Crystal began her prospect research career in 2009 as the first prospect researcher at St. John's-Ravenscourt School in Winnipeg where she implemented the school's first prospect research program.  Prior to working as a prospect researcher Crystal worked for the Manitoba Provincial Government at the Manitoba Securities Commission from 2003 to 2009, where she learned many details about stocks and the securities industry.  Crystal has her Masters of Arts in History from the University of Manitoba.

Rena Liviniuk

Rena Liviniuk is a Prospect Research Analyst from the University of Alberta.  Born and raised in Edmonton, AB, she is a two-time graduate of the University of Alberta and holds an MBA and BA in English and Philosophy. Before joining the University of Alberta - Office of Advancement in 2014, she served as Manager of Major Giving at CNIB and Project Coordinator at Crude Quality Inc. She is Treasurer for the Catalyst Theatre Society of Alberta and a Past-President of the Rotary Club of Edmonton Mayfield.

In her spare time, Rena can be found hanging out with her husband, Chris, and her fur-baby, Oreo, stepping it up with her Fitbit, working out at a barre class or travelling the world.  This is her first APRA Canada Conference and first trip to Toronto.

Amy McKinnon

Amy has spent her career in the nonprofit sector with a focus on development and prospect research.  In her currently role she leads a team of development researchers supporting all areas of the Toronto General & Western Hospital Foundation. In addition, Amy is responsible for the prospect management and metric program for the Foundation.
 
Amy was the co-chair of the APRA Canada conference held in October 2014. She has instructed at Humber College and has shared her expertise and experiences in development research at various conferences.
 
Amy joined the Toronto General & Western Hospital Foundation in 2007 after over five years and a successful campaign at the Royal Ontario Museum. 
 
Amy holds an Honours B.A. in English Literature from York University and a Masters of Information Studies from the University of Toronto.

Erin Moffat

Erin Moffatt is currently a Prospect Research Analyst at the University of Alberta (since July 2015). Previously she was a Prospect Management & Research Officer at Sunnybrook Foundation (2012-2015), Senior Prospect Research Officer at Toronto General & Western Hospital Foundation (2008-2012) and Prospect Research Officer at McGill University (2006-2008).

Erin holds a Masters in Library and Information Studies from McGill University.

Gillian Morrison

Reporting to the Vice-President, Advancement, Gillian provides leadership, strategic direction, and priority setting to the development and implementation of the University’s institutional campaign and divisional campaigns, helping to grow fundraising performance, build organizational capacity, and instill best fundraising practices across the University’s multiple divisions and campuses.
 
Gillian oversees a number of key advancement portfolios, including Divisional Relations & Major Gifts, Prospect Management, Advancement Research, Campaign Planning, Stewardship, Business Intelligence & Analytics, and Annual & Leadership Giving.
 
A senior fundraising executive, Gillian brings extensive experience in campaign development, campaign consulting, strategic planning and prospect development. Prior to joining the University of Toronto in 2009, she served as a Vice President with a national consulting firm, providing fundraising counsel to a broad range of universities, hospital foundations and charities across Canada. She began her career with the Government of Ontario where she held positions with the Legislative Assembly of Ontario, the Ministry of Natural Resources and the Ministry of Colleges and Universities.
 
Gillian holds a B.A., Hons and a Master of Public Administration from Queen’s University. She serves on the board of the Canadian Council for the Advancement of Education, and has held board positions and volunteered in her community throughout her career.

Liz Murray

Liz Murray is currently a Prospect Management & Research Officer at Sunnybrook Foundation (since 2012). Prior to this role, she managed the prospect research portfolio at the Toronto Symphony Orchestra (from 2009 to 2012).
 
Liz recently graduated in March 2016 from the University of Toronto’s Faculty of Information with dual specializations in Information Systems & Design and
Knowledge/Information Management.

Amber Palmer

Amber Palmer is a Research Analyst in the Prospect Research Office at Queen’s University.  She joined Queen’s Advancement in the Spring of 2013, and among her current responsibilities, manages the day-to-day operations of the Research unit’s relationship mapping software. Amber has a background in quantitative and qualitative research methods and holds a Masters in Sociology from Carleton University and a Bachelor of Education degree from the University of Ottawa.

Nancy L. Parker

Nancy has 25 years experience working in advancement in a post-secondary environment at Fleming College in Peterborough, Ontario and more recently at the University of Windsor in Windsor, Ontario as the Manager, Advancement Operations and Special Projects. Nancy began working in Prospect Research in 1995 at Fleming. Throughout her career Nancy has worked diligently to set protocols, practices and policies surrounding prospect research, prospect clearance, prospect and pipeline management and portfolio development in both small and large advancement offices.

Nancy has presented workshops in prospect research, planned giving and general fundraising and shares her knowledge and passion with others. She is the current Chair of the Canadian Association of Gift Planners (CAGP), Windsor Essex Chapter and has been a member of the Association for Prospect Researchers for Advancement since 1999 and was the Chapter Representative for Windsor/Essex from 2011 to 2014.

Liz Rejman

Liz Rejman has worked in the field of fundraising since 1998 and has focused her career within prospect development since 2009. She has instructed at Western University and Georgian College and has shared her knowledge and expertise on prospect research, database management, and ethics at numerous conferences, webinars and in articles for APRA Connections, AFP and CAGP.
 
Liz is a member of the board of directors for APRA International, a former board member for APRA Canada, was the 2012 co-chair for the APRA Canada conference and has served on APRA’s Ethics Committee. She is currently working with APRA Canada to write a book on the topic of prospect research.

Katherine Scott

Katherine Scott has been a prospect researcher since 2010 and the first prospect researcher at Médecins Sans Frontières Canada. Since 2015, she has been working as a freelance researcher for a variety of small and medium-sized non-profits in a variety of fields (including sport, international development, arts and culture, and social services.)

Katherine has a Master of Arts in Political Science & International Development from the University of Guelph, and recently completed her Master of Information Science from the University of Toronto.

Jaime Semple

Jaime Semple is the Prospect Research Manager within the Office of Advancement at Queen’s University in Kingston, Ontario. Jaime joined the Office of Advancement in 2004 after various positions in the fields of HR, Events Management and Law. In her current role, Jaime works with a small team of Research Analysts to meet the research and data needs of the Queen’s Development team, as well as colleagues throughout other units of the Office of Advancement and the University community. She has previously presented at APRA Canada’s 2012 Conference, the 2010 CASE District II Conference, and at a past Kingston AFP Chapter Annual Conference. Jaime holds a B.A. in Political Studies from Queen’s.

Steven Sorensen

Steven Sorensen obtained his Bachelor of Arts degree from the University of Alberta in 1997. After graduation, he worked as a researcher on a biographical documentary television series. In 1998, Steven joined the University of Alberta as an alumni records clerk. A year later, he became a Prospect Researcher for the University. He has been doing prospect research for the University of Alberta for 17 years. In 2013, Steven served as Acting Manager of Prospect Research for four months. Last year, he was appointed to the role of Senior Prospect Research Analyst. With APRA Canada, Steven has been a volunteer at the annual conferences, a mentor, and, as of 2014, has been serving as the Director of Regional Representatives.

Joanne Souaid

Joanne Souaid graduated from McGill and spent much of her career working for TVOntario’s fundraising department. She oversaw all direct mail, online, telemarketing, on-air, and major gift fundraising activities while solidifying her role as on-air spokesperson for the public broadcaster. In 2009, she decided to hone her management skills by leading a Prospect Research team at the University of Ottawa. Responsibilities include delivering quality research and ensuring pipeline growth. One career highlight was developing and implementing a methodology for applying a capacity rating to individuals to help identify potential prospects. Seven years in this role has resulted in her gaining advanced skills in Raisers Edge and Excel analytic tools.

Shelly Steenhorst-Baker

Shelly Steenhorst-Baker, BA’99 from Trent University, LLB’02 from University of Ottawa and a Humber College Postgrad Certificate in Fundraising and Volunteer Management in 2006, first became a researcher at Carleton University in 2008, then became their Manager, Research and Records in 2010. Shelly moved to the Director of Prospect Research & Pipeline at the University of Calgary in 2012, launching a new collaborative PM system. In 2015, she also led UCalgary’s Development Data team through restructuring and changing reports to interactive, online, drill down analytics. In 2016, she became the Senior Manager, Advancement Operations for the Perimeter Institute for Theoretical Physics, where she manages research/PM, stewardship and records.

Jana Wilde

Jana Wilde is a Senior Research Strategist at the University of Calgary. She happened into the not-for-profit sector after working in government, for the leadership of a private family-owned company, and in investor relations for a failing public company. She then became the researcher, grant-writer, and stewardship coordinator at a small not-for-profit.
 
When asked about her career aspirations, Jana always told people that her dream job was to be a researcher for A&E’s Biography. As a prospect researcher that is what she does - only on a more meaningful way  - and her past experiences have helped inform her research. She loves the creative exercise that comes with connecting her organization to new prospects and prospects to programs.

Timothy Wowk

As Associate Director of Prospect Research at Queen's University, Tim oversees the prospect identification and tracking programs that support of the Office of Advancement and the broader university. In this capacity, Tim and his team have successfully supported two comprehensive capital campaigns – the “Campaign for Queen’s” and “Spirit of Initiative” - that have collectively raised over $860 million dollars for capital projects and student aid initiatives. Tim began his career as a Branch Legislative Librarian for the Government of the Northwest Territories in Yellowknife. He holds an undergraduate degree in Political Science from Queen's University (1990) and a Master’s degree in Library and Information Studies from Dalhousie University.