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Day 1: Wednesday, October 12, 2016

8:00 – 9:15am

Registration, Breakfast & Sponsor Exhibits

9:15 – 10:30

Opening Keynote: Helen Brown 

10:30 – 10:45

Coffee Break & Sponsor Exhibits

10:45 – 12:00pm

1A) and 2A) “Beginners Bootcamp – 2 Session Development Research Essentials” (Workshop)

Speakers: Amy McKinnon, Toronto General & Western Hospital Foundation and Tracey Church, Consultant

Level: Beginner

Please note that this session will run from 10:45am-3:00pm

1B) “So, What Do You Do?” Educating and Advocating for Prospect Research at Work and at Play”

Speakers: Maria Cheung, Tawnia Daughton, Rena Liviniuk, Carly Koshman, University of Alberta

Level: General Interest/Beginner

1C) “Data to Insights to Action: A Data Analytics Journey”

Speaker: Tracey Carmichael, University of British Columbia

Level: Advanced

12:00 – 12:15

Lunch begins

12:15 – 1:30

Lunch & Panel Discussion

1:30 – 1:45


1:45 – 3:00

2A) Part II of the Beginners Bootcamp Workshop

2B) “Flying Solo: Working with fundraisers, demonstrating your value, and keeping your cool in a solo shop”

Speaker: Katherine Scott, Freelancer

Level: Beginner

2C) “Developing Your Prospect Research Leadership Road Map”

Speaker: Barbara Fanning, SickKids

Level: Intermediate/Advanced

3:00 – 3:15


3:15 – 4:30

3A) “Research Profiles – A 'Disruptive' Approach”

Speakers: Jaime Semple and Kiersten Hutchinson, Queen’s University

Level: All Levels

3B) “The Role of Prospect Research in the Fundraising Cycle” 

Speaker: Nancy Parker, Parker Fundraising Strategies

Level: Beginner

3C) “Dare to Innovate: Take Risks, Survive Failure and Learn from It” 

Speakers: Janice Cunning & Elena Khomenko, Leadership Coaches

Level: Advanced


Welcome Reception and APRA Canada 15th Year Anniversary Celebration

Come enjoy cake and a fun photobooth!  


Day 2: Thursday, October 13, 2016

8:00 – 9:00am

Breakfast, Board Report & Sponsor Exhibits

9:00 – 10:15

4A) “Prospect Research Isn’t Creepy”

Speaker: Liz Rejman, Pathways to Education

Level: General Interest  

4B) “Moves Management 101” 

Speaker: Kat Carson, University of Calgary

Level: General Interest/Beginner/Intermediate

4C) "Reactive to Proactive: The Qualification Process"

Speaker: Joanne Souaid, University of Ottawa 

Level: All Levels

10:15 – 10:30

Coffee Break & Sponsor Exhibits

10:30 – 11:45

5A) “I See What You Mean: Prospect Research & Visualization” 

Speakers: Erin Moffatt, University of Alberta and Liz Murray, Sunnybrook Foundation

Level: Intermediate

5B) “Foundations for Beginners – Reading Between the Lines (What do they support and How Much Will They Give?)"

Speaker:Jana Wilde, University of Calgary

Level: Beginner

5C) “Brick by Brick: Rebuilding a Prospect Management System” 

Speaker: Gregory Duke, Rochester Institute of Technology

Level: General Interest/ Intermediate/Advanced

11:45 – 12:00pm

Lunch begins

12:00 – 1:15

Lunch & Plenary Address: Susan Horvath

1:15 – 1:30


1:30 – 2:45

6A) “How to Use Competitive Intelligence to Assist in Leadership Development for Prospect Researchers”

Speaker: Zena Applebaum, Bennett Jones LLP

Level: Intermediate/Advanced

6B) “Stock Options, Common Shares…What Does it All Mean?  Understanding Public Company Filings and Using Them to Determine Personal Wealth”

Speaker: Crystal Leochko Johnston, Freelancer

Level: Intermediate

6C) “Charting Our Own Course: Relationship Mapping & Lessons Learned”

Speakers: Timothy Wowk and Amber Palmer, Queen’s University 

Level: All Levels

2:45 – 3:30

Coffee & Sponsor Exhibits

3:30 – 4:45


7A) “The Delicate Dance: 'Managing' Relationship Managers Without Managing Relationship Managers” 

Speaker: Shelly Steenhorst-Baker, Perimeter Institute for Theoretical Physics

Level: Advanced

7B) “International Prospects and Changing Canadian Demographics”

Speaker: Ibrahim Inayatali,  Global Philanthropic Inc.

Level: General Interest/Intermediate/Advanced

5:00 – 7:00

APRA Canada Board Hosted Dinner (Optional)


Day 3: Friday, October 14, 2016

8:00 – 9:00am

Breakfast & Sponsor Exhibits & Round Tables

9:00 – 10:15

8A) “It Takes a Village to Raise a Prospect: Data mining Within a Large Institution”

Speaker: Steven Sorensen, University of Alberta

Level: Beginner/General Interest

8B) “Bulls, Bears and Philanthropists – Charitable Giving in Canada and the Influence of Economic and Industry Trends”

Speakers: Celeste Bannon Waterman, KCI and Arno Bangert, BC Children’s Hospital

Level: All Levels

8C) "Prospect Research and Strategic Campaign Planning"

Speaker: Gillian Morrison, University of Toronto

Level: Advanced

10:15 – 10:30

Coffee Break & Sponsor Exhibits

10:30 – 12:00pm

Closing Keynote: Fraser Green


Conference Ends