CAIP Canada-PAIM Canada

Truth in Advertising: Research (and Knowledge) Can Keep You Out of Trouble
2024-11-13 12:00 - 13:00 (America/Toronto) | Online
This webinar is brought to you by a unique collaboration between ESOMAR, the world’s leading international research association; the University of Georgia’s Center for Continuing Education, the leader in self-paced online research courses; Market Research Institute International, a non-profit educational institute comprising of practitioners maintaining and evolving the Market Research Core Body of Knowledge (MRCBOK™); and the Canadian Research Insights Council, Canada’s market research association.
Description/Summary:
Marketers around the world are accountable for the advertising claims they make about their products and services.  Regulations and laws dictate that claims must be truthful and not mislead, even unintentionally.  Designing and conducting specialized consumer research is a critical step in assuring advertising claims can be substantiated in a way that meets these standards.  If you are working in this space, it is imperative that you understand not only the nuanced regulations but also how to make your claims substantiation research more impervious to a challenge.

You will learn:

Why, in this global economy, there is a growing trend toward international cooperation to harmonize advertising standards

What are the recent areas of focus for the agencies tasked with the promotion of consumer protection and, in some cases, the enforcement of civil antitrust law
What are some key elements that require careful consideration when designing ad claim substantiation research

Speakers

Speaker: Sue Collin, Senior Vice President

Speaker:Lisa Cooper, Senior Vice President

With more than 30 years of consumer insights experience each, Lisa and Sue provide research consulting for CPG, HBA, Healthcare and Financial Services institutions. While Lisa and Sue’s work spans all facets of consumer research, they both have particular expertise in the very specialized discipline of Ad Claim Substantiation, where they aid clients in assessing the risks vs. rewards of making specific claims and guide them through the design and execution of fair and balanced consumer claim substantiation research

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CRIC CEO Forum 2024
2024-11-12 | Canoppy by Hilton Toronto, 387 Bloor St E,, Toronto, Ontario, M4W 1H7, Canada
Sponsored by:

Overview
Exclusively for leaders of agencies, the CRIC CEO Forum features interactive sessions on the most pressing leadership issues including:

Increasing Cross-Team Collaboration and Enhancing Organizational Alignment
Top Challenges and Opportunities facing the Insights Industry
The AI Imperative for Insights CEOs
Addressing the Threat to Data Quality
Advocacy Priorities

The 3rd annual CRIC CEO Forum is a highly anticipated event that will feature subject matter experts leading interactive sessions and offer you the opportunity to collaborate with other industry leaders on solutions to the top challenges facing our industry.
The CRIC CEO Forum will take place from at the Canopy by Hilton Toronto Yorkville located at 387 Bloor Street East, Toronto, Ontario. Breakfast will be available at 8am and the CEO Forum will begin at 8:30am and wrap by 4:30pm
We’ve also made reservations for an informal dinner in particular for our out-of-town guests, but all participants are encouraged and welcome. The reservations are for 6:30pm the evening before the event on November 11th at the Dia Restaurant located in the Canopy by Hilton Yorkville Hotel. Those attending the dinner will order and pay directly at the restaurant.
Please RSVP on the form below if you’d like us to reserve a seat.

Sponsor the CRIC CEO Forum
Sponsor the CRIC CEO Forum The CRIC Leadership Forum offers your company the opportunity to showcase your brand to the industry’s top decision makers. Contact CRIC CEO at 647-740-9790 or at john.tabone@canadianresearchinsightscouncil.ca.

CRIC CEO Forum Agenda
CRIC CEO Forum Agenda
8:00am – 8:30am – Networking Breakfast
8:30am – 8:45am – Welcome
9:00am – 10:15am – Top Challenges and Opportunities facing the Insights Industry
10:15 am – 10:30 am – Morning Break
CEO Panel featuring:
In this session, CRIC’s CEO will share highlights of the CRIC Size of the Industry survey and will then moderate of panel of leading CEOs featuring Cynthia Pachovski, CEO Ipsos Canada, Jean-Marc Léger, CEO, Léger and Margaret Brigley, CEO Narrative Research on the top challenges and opportunities for the Insights Industry in Canada. Following the panel, CEOs in attendance will further discuss the challenges and opportunities and how we can work together to support the continued growth of the Canadian Insights Industry.
10:30 am – 12:00 pm – Increasing Cross-Team Collaboration and Enhancing Organizational Alignment
Led by Giselle Kovary, Head of Learning & Development at Optimus SBR
In the age of agile methodologies and remote work, mastering cross-team collaboration is pivotal in driving innovation and ensuring that all parts of a research agency, regardless of its size, are working towards the same objectives. Gone are the days when individuals could operate as isolated islands of productivity. The challenges and opportunities of the modern business world are far too complex for any single group or individual to shoulder alone.
Effective cross-team collaboration dismantles barriers, facilitating a fluid exchange of ideas and information among different departments and individuals. A more collaborative approach not only enhances problem-solving capabilities and creativity but also cultivates an environment of inclusivity and mutual respect. By harnessing diverse skills and viewpoints, research agencies, regardless of their size, can swiftly respond to market shifts, uncover opportunities, and sustain a competitive edge.
Giselle Kovary will lead off this workshop by highlighting the best practices for increasing cross-team collaboration. She will then facilitate group discussions where participating CEOs will be able to share their ideas on how agencies in our industry can improve performance and optimize innovation through collaboration.

1pm- 2pm The AI Imperative for Insight CEOs
Artificial Intelligence (AI) has the potential to be a catalyst for unprecedented innovation in our industry. In fact, a survey of Canadian Insights Executives conducted by Leger for the CRIC earlier this year found that AI Implementation was a top priority amidst revenue concerns, cost management, and economic uncertainty. In this session, CRIC’s CEO will share key insights from this survey. Jason Zweig, Manager Partner and Vice President, Canadian Viewpoint and Chair of the CRIC AI Committee will then highlight some of the initiatives of the CRIC AI Committee. CEOs in attendance will then engage in breakout sessions to discuss and share how our industry must responsibly embrace AI.
2pm – 3pm Addressing the Threat to Data Quality
The threats to data quality are global in nature and the solutions require a global effort. That is why the Canadian Research Insights Council is part of the Global Data Quality Initiative (GDQ), working with leading associations around the globe to champion global data quality. In this session, we will explore efforts from Canada and other GDQ to address the threat. The session will end with a breakout session to identify additional opportunities for Canada to contribute to addressing the threats to data quality.
3pm – 3:15pm Afternoon Networking Break
3:15pm – 4:15pm Advocacy Priorities
Facilitated by Greg Jodouin, President PACE Public Affairs & Community Engagement and John Tabone, CEO of CRIC.
In this session, Greg Jodouin and John Tabone will provide a brief update on key Government Relation and advocacy topics including an update on the status of the proposed new federal privacy and AI legislation, call blocking/labeling, gig economy legislation and more. CEOs will then be invited to discuss and share their ideas on additional advocacy priorities from CRIC.
4:15pm – 4:30pm – Concluding comments

Register

ToastMasters International: Super CAIPs
2024-11-08 12:00 - 13:00, 2024-10-24 12:00 - 13:00, 2024-10-11 12:00 - 13:00, 2024-09-13 12:00 - 13:00 | Online
CAIP Canada Toastmasters Club
What is the CAIP Canada Toastmasters Club?
CAIPs can participate in the CAIP Canada Toastmasters Club (aka the Super CAIPs)! We meet virtually bi-weekly for an hour. Join colleagues in a fun, supportive environment where improved public speaking is a by-product.

Gain the public speaking skills you need to communicate with confidence and excellence!

Learn More & Register →

Questions? Please contact us at toastmasters@caip-paim.ca.

Ethical AI in Market Research: Balancing Innovation and Trust
2024-10-28 12:00 - 13:00 | Online
As AI plays an increasing role in how our industry gathers, analyzes and communicates insights, it is more critical than ever that we consider the ethical implications of using AI.
Join members of the Canadian Research Insights Council’s AI Committee, Margaret Chapman, Paul Acerbi and Kathy Cheng, as they review the Canadian Research Insights Council’s (CRIC) Guiding Principles for Artificial Intelligence Use in Market Research. The Guiding Principles provide a framework for the use of Artificial Intelligence (AI) and Generative Artificial Intelligence in market research. The aim is to ensure the strategic, ethical and responsible use of AI tools. The principles cover transparency, data security, protecting participants from harm, minimizing bias, and ensuring oversight when using artificial intelligence in market research.
In addition, the webinar will highlight ESOMAR’s 20 questions to help buyers of AI-based services for market research and insights.

Speakers

Speaker: Margaret Chapman
CAIP, COO and Partner, Narritive Research
Margaret is proud to have become an owner and partner of Narrative Research in 2019. Since 1999, she has worked as a consultant, specializing in group facilitation, in-depth interviewing, marketing, and communications. She has wide-ranging cross-industry experience in both quantitative and qualitative research. As a seasoned moderator, she has conducted hundreds of focus groups and interviews to evaluate concepts, advertising and communications, website usability and gather customer feedback. Margaret’s curiosity has taken her to many stops around the world, but she has found a home in Halifax where she loves to volunteer to help make the city vibrant. She is currently the Vice Chair of the Board for Symphony Nova Scotia, and co-chairs the AI Ethical Guidelines & Public Policy Advocacy Sub-Committee for CRIC. She is chair of the advisory board for Dalhousie University’s MBA program. She has previously chaired the board of directors for the Halifax Chamber of Commerce and Metroworks, a skills development social enterprise. She has also volunteered for Hospice Halifax and 2b theatre. In 2021 and 2022 Margaret is proud to have chaired the Executive Cabinet of the QEII Foundation Ride for Cancer. Margaret holds an MA from the University of Southern California and a BA from Simon Fraser University. Her sidekick Betty can be found at Narrative Research on many Fridays. Margaret loves to play music with her string quartet, GEMM, the PEI Symphony and Nova Sinfonia.

Speaker: Kathy Cheng
CEO, Nexxt Intelligence | inca
Kathy founded Nexxt Intelligence with 20+ years of global market research experience, and a conviction that quantitative research could be improved by adding a qualitative dimension and using qualitative principles of building rapport, engagement, projection, and probing to deliver deeper insight at scale. That’s the motivation behind inca, Nexxt Intelligence’s Conversational AI for deeper insight faster. Previously Kathy worked at Environics, Ipsos in Canada, and Nielsen in Shanghai.

Speaker: Paul Acerbi
SVP, Ipsos
Paul is a seasoned professional with over 25 years of experience in the industry. As a trusted advisor, he has worked with renowned global brands such as BRP, Unilever, The Home Depot, Ferrero, Diageo, Sapporo, and Nike. In 2020, Paul joined the Ipsos Client Organization as a Client Officer, where he excels in connecting the dots between diverse stakeholder groups within both client and Ipsos organizations. His expertise lies in providing context, meaningful insights, and facilitating actionable strategies to enhance the value delivered by Ipsos.
In addition to his role as a Client Officer, Paul is Ipsos Canada’s AI Adoption Team Lead and a member of Ipsos’ Global AI Team and sits on Ipsos North American’s AI Steering Committee. He is passionate about the intersection of AI and market research and has led a session on AI’s impact on the research industry for the Canadian Research Insights Council’s (CRIC) CEO Forum.
Paul is also actively involved with CRIC, where he serves as a member of the CRIC AI Committee and Co-Chair of CRIC’s AI Ethics Subcommittee. In these roles, he contributes to shaping the future of AI in the Canadian marketing research landscape while ensuring the ethical application of AI technologies.

Register

CAIP Canada's Discussion Club
2024-10-25 12:00 - 13:00 | Online
Where CAIPs come together to discuss topical subjects of interest to the Analytics and Insights Industry.
At the end of the month CAIP Canada hosts a gathering of the CAIP Canada Discussion Club. Each month you’ll be invited to read a published article of relevance to the analytics and insights sector. We will then gather as a community to discuss the research.
Don’t worry, there won’t be a test!
This is an opportunity to delve into subjects of interest and concern to us all in a relaxed and informal setting. We hope you are able to make this a regular meeting spot on an ongoing basis!

When is it?
The Last Friday of the month at Noon Eastern Time (subject to change based on the groups needs).

Where is it?
The discussion will take place online via zoom to connect you with CAIPs from across the country.
Why Join?
This is an opportunity to chat with fellow CAIPs from across the country and discuss topical issues relevant to the Analytics and Insights Industry.

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This event is exclusively available for Certified Analytics & Insights Professionals (CAIPs) as part of your membership, please login to register and start the discussion!

↓

Foundations for the Future: Exploring the 5 Career Stages
2024-10-23 19:00 - 22:00
Toronto, we’re back again this year! And this time we’ll be diving into the career stages of marketing research.
We know that no MR career is exactly the same. Everyone takes a different path, but if we’re lucky – we’ll all visit the 5 career stages at some point: Exploration, Establishment, Mid-Career, Late Career and Retirement. For each stage, we’ll discuss the challenges you’ll face and what success looks like.
We also brought in speakers to talk to these career stages so they can share their experiences and inspire us on our career journeys. So join us for some bevvies and apps to discuss your career and where it’s headed.
Space for this event is limited and registration is required—invite your friends and colleagues for a fun, MR focused evening! Everyone who’s involved in marketing research is welcome, including men that support women in MR.
A BIG thank you to Sylvestre & Co. and The Logit Group for supporting this event. As always, we couldn’t do this event without you! *We are truly grateful for your support*

Register

CAIP Exam
2024-10-07 | CAIP Exam, Online / In-Person
The primary pathway to earning the CAIP involves pursuing rigorous professional education, obtaining relevant professional experience and passing the comprehensive CAIP Exam that is offered twice annually, in April and October.
Registration deadline for:

April session is in February and for
October session is in August.

Click on any of the links below to continue:

Why Become a CAIP?
Education Requirements
Experience Requirements

Register for the CAIP Exam

Questions? Suggestions? Contact info@caip-paim.ca.

CAIP Canada Monthly Discussion Club
2024-09-27 12:00 - 13:00 | Online
Want to engage with fellow CAIPs on today’s key industry topics?
At the end of the month CAIP Canada will hold an inaugural gathering of the CAIP Canada Discussion Club. Each month or so you will be invited to read a published article of relevance to the analytics and insights sector. We will then gather as a community to discuss the research.
Don’t worry, there won’t be a test! ?
This is an opportunity to delve into subjects of interest and concern to us all in a relaxed and informal setting. We hope you are able to make this a regular meeting spot on an ongoing basis!

When is it?
Our first meeting is scheduled for Friday September 27th at noon EDT. We then plan to meet on the last Thursday or Friday of the month (based on the groups needs).

Where is it?
The discussion will take place online via zoom to connect you with CAIPs from across the country.
Why Join?
This is an opportunity to chat with fellow CAIPs from across the country and discuss topical issues relevant to the Analytics and Insights Industry.

Login to sign up for the Discussion Club

Username

Password

Forgot your password?

Login

This event is exclusively available for Certified Analytics & Insights Professionals (CAIPs) as part of your membership, please login to register and start the discussion!

Toastmasters International Super CAIPs
2024-09-26 12:00 - 13:00

Global Data Quality: The Latest on International Guidelines & Initiatives
2024-09-26 10:00 - 11:00 | Online
To assist you and your team’s efforts to mitigate fraud and improve data quality, leaders from the GDQ will provide important updates on recently released tools and standards. You’ll also get up to speed on the progress of several ongoing initiatives.
Join us to learn about:
– Clients’ Guide to Data Quality in Online Research – Technology Solutions – Data Quality Benchmarks – Guidance on End Link Fraud in Survey Research– Incentive Best Practices – Engagement with Law Enforcement Regarding Research Fraud – Data Quality Glossary Updates
See what’s coming next and how to get involved as we push towards a more transparent and healthy data environment.
The GDQ coordinates efforts by the Association for Qualitative Research (AQR), The Canadian Research Insights Council (CRIC), ESOMAR, Insights Association, MRS, QRCA, The Research Society (TRS), SampleCo n, and The Association of Market Research Austria (VMÖ) to address ongoing and emerging risks to data quality in the market and social research, consumer insights and analytics industry.

Register

Webinar: AI technology for Market Research: Capabilities, Limitations, Human Impacts, Ethical Concerns and Implementation Strategies
2024-09-25 12:00 - 13:00 | Online
What’s it about?
This webinar is brought to you by a unique collaboration between ESOMAR, the world’s leading international research association; the University of Georgia’s Center for Continuing Education, the leader in self-paced online research courses; Market Research Institute International, a non-profit educational institute comprising of practitioners maintaining and evolving the Market Research Core Body of Knowledge (MRCBOK™); and the Canadian Research Insights Council, Canada’s market research association.
All registrants will receive a link to the online recorded video, so you can view the webinar later if more convenient.

What’s in it for me?
In this webinar we will discuss:

AI’s Capabilities and Limitations: We will discuss the unpredictable and varied capabilities of AI, such as its proficiency in some tasks and weaknesses in others. We will discuss the importance of experimenting with AI to understand its strengths and weaknesses.
Human-AI Interaction: We will discuss importance of human involvement in AI processes and that people need to spend significant time using AI to understand its potential and limitations.
Organizational Impact: We will discuss ways AI can impact organizational structures and workflows and in particular the need for organizations to encourage AI experimentation and usage among employees.
Biases and Ethical Concerns: We will discuss the biases in AI systems, stemming from training data and human inputs. We will discuss the importance to understand and address these biases to ensure fair and ethical AI usage.
Future of AI: We will also discuss the fact that AI technology is rapidly evolving, and organizations must adapt quickly and why it is critical for companies to experiment with AI now.

Who is this for?
Learning outcomes

You will get some specific suggestions on ways you can approach experimentation starting today, even if you haven’t yet tried as well as some more advanced strategies for experimentation if you are already an advanced user.
You will get specific approaches to think about bias detection and comparing that to your existing anti-bias processes.
Learn why you need to be experimenting with the use of AI in your business.
Learn what you can do right now to safely experiment with AI.
Learn to measure the positive impact of these experiments so you can scale.
Learn how this kind of experimentation doesn’t require massive investments and rather how we can learn from others mistakes in making massive investments too soon.

Register

Speakers:

Rolfe Swinton

VP Data & AI Innovation and Data Partnerships, North America for NielsenIQ

Rolfe is an entrepreneur, business strategist and innovator. Previously he founded a number of pioneering companies in the insight and media industries including RealityMine, Lumi Mobile and Match Girl Productions. He has raised over $50M in venture financing from top VCs. He has co-led a $1Bn PE-backed rollup in the media industry. Rolfe also serves as adjunct professor of entrepreneurship and innovation atINSEAD. Swintonhas a B.A. from Yale University, an M.Phil fromCambridge, and an MBA fromINSEAD. He is married and has three children.

Ed Keller

Moderator
Executive Director, MRII

Ed Keller is one of the foremost experts in word of mouth, influencer marketing, and consumer insights. As both an entrepreneur in social data & analytics and a top exec in leading insights agencies, he has built and sold businesses, launched data and insights platforms and products, acquired and integrated businesses, managed global teams, and worked with many of the world’s leading brands. He is a sought after board member and advisor for SaaS, data/analytics & MRX companies.
Ed has been called “one of the most recognized names in word of mouth” and was a Social Intelligence 50 honoree in 2023. Ed is inducted into the Word of Mouth Marketing Hall of Fame as well as the Market Research Hall of Fame. He was an ESOMAR Insight250 awardee in 2022. The publication of his book, The Influentials, has been called the “seminal moment in the development of word of mouth.” His second book, The Face-to-Face Book: Why Real Relationships Rule in a Digital Marketplace, was named the Best Book in Marketing by the American Marketing Association.
Ed is a leader and innovator in word of mouth measurement, analytics, and strategy as well as word of mouth marketing, influencer marketing and the creator economy, social media analytics, and consumer insights. His work has earned numerous awards as well as multiple patents. His clients include many of the largest and most sophisticated marketing organizations in the world across a range of sectors.
After selling the Keller Fay Group and remaining on as CEO of Engagement Labs, Ed led the development of TotalSocial, a patented platform that integrates measurement of both offline WOM and social media conversation about brands, with analytics to link the results to business outcomes such as sales, brand health, and media amplification.

Webinar: Optimizing Generative AI Tools for Market Research
2024-09-24 12:00 - 13:00 | Online
You can’t turn a corner without seeing or hearing something about AI these days; but most don’t really understand what it is, how it works, or most importantly – how to leverage it for professional outcomes. If that sounds like you, don’t worry; you’re certainly not alone. This webinar is designed to equip Market Research Professionals with the knowledge to effectively leverage generative AI for richer insights and enhanced efficiency. The session will focus on making this technology accessible and practical, with an emphasis on integrating AI tools seamlessly into professional insights workflows.
We will explore the foundational concepts of generative AI, including key elements like “tokens” and critical parameters such as temperature, frequency penalty, and nucleus sampling that influence AI behavior and output. Additionally, we’ll delve into model fine-tuning, practical use cases, and best practices with by hands-on examples that you can immediately apply to enhance your work.

Key Takeaways:

AI Demystified: Understand how generative AI works in straightforward terms, tailored for market research professionals (no technical AI knowledge required).
Parameter Exploration: Learn about AI model parameters and their practical impacts on AI behavior for professional and research outputs.
Actionable Best Practices and Tips: Discover tips and best practices for using AI tools to streamline your research processes and enhance outcomes.
Workflow Integration: Gain insights into professional workflow strategies that incorporate generative AI effectively and responsibly, making it easier to apply these tools in your daily tasks.

By attending, you will gain an intuitive understanding of AI’s capabilities and limitations, alongside actionable strategies to immediately start using generative AI tools more effectively in your market research projects. This session is perfect for those new to AI and more seasoned users alike, providing valuable insights that can enhance your approach to research.

Speaker: Brenden SommerhalderVice President, MQO Research
Brenden is an innovation-minded “people insights hunter” with over 15 years of leadership in research, decision-making, and marketing strategy development. He has worked with clients across public, private, and not-for-profit sectors in a variety of industries such as government, utilities, consumer packaged goods, telecommunications, hospitality, retail, pharmaceuticals, and media.
As Vice President at MQO Research and Managing Director of MQO A.I. Hub, in recent years Brenden has led the research and development of an internal suite of A.I.-powered tools and services, and led the successful “go-to-market” of the firm’s client-facing SaaS platform: MQO A.I. Hub. MQO is also an Early Access Research & Development Partner with OpenAI, enabling a deep understanding for the frontiers of this cutting-edge technology.
Brenden has given talks about A.I. at the 2023 and 2024 conferences of the Canadian Research Insights Council (CRIC) and serves on CRIC’s A.I. Task Force. He regularly provides advice to organizational leaders on integrating A.I. in their workplaces for professional outcomes, including helping to lead the development of internal policies for A.I.
As a “techie” and “tinkerer” at heart and a hardened “quant” at mind, Brenden has always been quick to adapt and adopt the latest tools available to solve the task at hand while protecting the integrity of the work through careful planning and rigorous validation.

Register

Moderator Essentials: learn to moderate focus groups
2024-09-09 - 2024-09-10 | CRC Research Toronto, 121 Bloor St E, Toronto, ON, M4W 3M5, Canada
In this course, you will moderate a real focus group. The course is hands-on, with generous opportunities to practice moderating skills, as well as prepare you in a theoretical and in a real-life context.
If you are an aspiring – or relatively new – moderator looking to acquire the essential skills needed for moderating in-person focus groups and interviews for qualitative research this course is for you! The valuable skills you will acquire through this course are also transferrable to user experience (UX) research. This course, delivered in-person over 2 days, will help you develop a skillset for powerful questioning and effective listening. The focus will be on learning how to ask the right questions, gaining the skills to confidently run in-group exercises, and understanding how to manage basic group dynamics.
The last part of the course will have you designing the guide for and moderating a real focus group, putting your new skills into practice. Come prepared to engage, have fun and learn all about the essentials of in-person moderation!

Lindsay:
It was amazing! I got way more out of it than I really expected. I feel way more confident about my abilities and the skills I’ve learned and had a chance to practice.

Emma:
I think how immersive the course was is a real selling feature…being able to learn tools and then immediately apply and refine them is a really valuable and impactful experience.

Miriam:
I feel really great! Deborah and Bronwen are great educators. I felt very mentored and safe…I really enjoyed that we got to practice with real life participants. That was beyond what I expected.

If you are an aspiring – or relatively new – moderator looking to acquire the essential skills needed for moderating in-person qualitative focus groups and interviews this course is for you!
The course:

Is hands-on – delivered in-person over 2 days.
Offers generous opportunities to practice moderating skills – you will moderate a real focus group!
Will prepare you in both theoretical and real-life contexts.

What you will take away:

A skillset for powerful questioning and effective listening.
Learn how to ask the right questions, the tools to confidently run in-group exercises, and understand how to manage basic group dynamics.
Valuable skills that are transferrable to user experience (UX) research.
You will design a discussion guide for and moderate a focus group with real participants, putting what you have learned into practice.

Come prepared to engage, have fun and learn all about the essentials of in-person moderation!

Objectives

We will primarily focus our learning and practice on:

Setting yourself up for success before fieldwork
Understanding the elements of good Discussion Guide design
How to introduce a group and build rapport
Asking effective questions and probes
Maintaining the flow of the discussion and keeping it on track
Managing group dynamics, including challenging respondents
Tips for specialized questioning techniques and exercises to elicit deeper responses

Learning Outcomes

At the conclusion of this Moderating Essentials Course, participants will have:

A new skillset that will enable them to understand how, and when, to ask effective questions and probes
A good understanding of some specialized tools and exercises that can enhance in-person qualitative discussions
An understanding of group dynamics and some techniques to overcome typical challenges of in person qualitative discussions

Who is this course intended for?

This course would be well-suited for those with education in market research or at least 1 year experience working in the market research field who are also aspiring moderators (or relatively new moderators) looking to acquire a skillset for moderating in person focus groups qualitative discussions. Participants will ideally have at least observed focus groups in the past.

Instructors

Deborah Klotz has over 15 years experience as an accomplished qualitative research consultant. Her curiosity drives her to explore people’s motivations and behaviours, to understand client businesses and to dig for deep insights.

Prior to joining the CAIP instructor team, she taught moderating skills through the Marketing Research and Intelligence Association (MRIA) and the RD Centre for learning. Deborah is also a frequent guest lecturer for the Humber RAP Program.
Deborah has won multiple awards for her work including the MRIA’s 2015 Research and Excellence Award and the 2016 Emerging Leader Award

Deborah has experience managing a qualitative practice for two full-service research firms and working with a broad range of clients in industries including (but not limited to) Travel & Tourism, Fast-moving Consumer Goods, Financial Services, Professional Services, Technology, Education, Media and Crown Corporations/Government Agencies.

Bronwen Ward believes every person has a unique and interesting story to tell. She values human perspectives and is always seeking to understand underlying motivations that drive human decision making and behaviour. She is an expert at forging connections, allowing people to feel comfortable and relaxed while facilitating deep meaningful discussions.

Bronwen’s wealth of experience in qualitative research crosses many industries and categories. Her skillset provides unparalleled value with both excellence in the details and a keen understanding of the strategy.
Bronwen has taught the Qualitative Research Course for the Georgian College RAP Program and has been a frequent guest lecturer.

Deborah and Bronwen are both passionate about sharing their learning and expertise with others. They both currently work at Upwords, a boutique, qual-focused research consultancy, where they help brands make human connections.

Important Details
Delivery: In-person across 2 full day sessions (please arrive by 8:45am on each day).Size of class: Maximum 6 participants

Rates:
$2800 plus HST for CAIPs and CRIC corporate members$3000 plus HST for non-members

CAIP LoginCAIPs, please login to receive discounted member rate.

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We’d love to hear from you. Please contact us at info@caip-paim.ca with any comments or questions.

ESOMAR Congress - Exclusive North American Breakfast in partnership with CRIC
2024-09-08 - 2024-09-10 | Esomar Congress, Syngrou Avenue 89-93, Athens, Attica, 11745, Greece
Define the Future of Insights at Mind | Myth | Machine in Athens!

Join us for a transformative four-day event in Athens, where ancient history meets modern innovation. Mind | Myth | Machine offers a unique platform to explore the convergence of human wisdom, storytelling magic, and cutting-edge technologies.
​Dive into groundbreaking ideas and innovative approaches in the world of insights. Engage with industry professionals, expand your network, and sculpt the ever-evolving narrative of the industry. Equip yourself with the tools, knowledge, and contacts you need to shape your future.
​Don’t miss this opportunity to be part of a pioneering community dedicated to inspiring and leading the global insights industry!

Register

(Breakfast is Free with Esomar Congress)

Coming to Athens for the ESOMAR Congress?
All Canadians are invited to join CRIC and ESOMAR-NA at the North American Breakfast! Seats are limited and available on a first-come, first-served basis. Please RSVP today.
*This is an exclusive event for Congress attendees from North America.

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How A&W Drives Pricing Strategy with Automated Advanced Insights
2024-09-05 13:00 - 14:00 | Online
Delve into A&W’s successful use of automated advanced research to optimize pricing for their suite of hamburger & breakfast products.
This case study focuses on Stephanie McEwan, Manager of Consumer & Market Insights at A&W Canada, and her innovative approach to implementing advanced conjoint research as a single researcher supporting one of the nation’s largest quick-service restaurants.
Stephanie will be joined by quantilope Co-Founder, Dr. Thomas Fandrich, to discuss how automated conjoint analysis easily uncovers customer preferences and pricing thresholds, meeting the needs of ever-changing consumers.
Discover how Stephanie’s application of advanced research methods has elevated the role of insights within A&W, enabling her to deliver data-driven recommendations with actionable clarity.
‍Key Takeaways:‍

The need for real-time pricing research in a volatile and competitive environment
How a fast-food chain uses advanced method insights to dominate its industry
How insights can proactively drive conversations, instead of as reactionary retros
How quantilope helped A&W collect real-time pricing research while maintaining the integrity and quality of data

Register

Speakers:

Stephanie McEwan
Manager,
Consumer and Market Insights, A&W Food Services of Canada, Inc.

Stephanie has spent the last 11 years at A&W immersing herself in the Canadian QSR landscape. She has focused on market research and data analysis, bringing forward insights that helped launch new revenue streams, such as all-day breakfast, delivery, and Brew Bar. Stephanie has led research on shifting demographics, purchase behaviors, and emerging trends, contributing to A&W’s significant growth in the Canadian market. Today, Stephanie works closely with the Corporate Strategy, Marketing, and Innovation Teams to ensure the Voice of the Guest is always present in A&W’s business decisions. Her openness to research innovation and drive for trustworthy outputs has ensured consistent, trusted, and sought-after research across the business.

Dr. Thomas Fandrich
Co-Founder, CCO & US Managing Director,
quantilope

Thomas Fandrich is the Co-Founder, CCO, and U.S. managing director of quantilope. His work has been featured in international specialist magazines including the Journal of Marketing and the Journal of Product Innovation Management. Prior to starting quantilope, Thomas worked as a market researcher studying quantitative methods in the fields of consumer behavior and marketing mix efficiency. Thomas earned a Ph.D. in marketing science from the University of Kiel.

Webinar: "So You Lost Your Job, Now What?"
2024-08-29 13:00 - 14:00 | Online
Whether you’ve been downsized, laid off, or simply can’t find the right fit, job loss is an uncomfortable struggle many experience but few truly discuss publicly. This interactive session will look at the timeline of job loss: from the first pangs of concern, to the dreaded call from HR, and the weeks (or months) of job searching afterwards. Regardless of where you are in your career, this session will set you up for success by preparing you for transitioning between roles smoothly.
Note: this webinar is part one of our three-part Annual Webinar Series; when you register, you’ll receive an invitation to all three (June, July, August) sessions.
A BIG thank you to Fuel + The Focus Room for supporting this series and making it free, year after year, for the WIRe community!

Register

Speakers:

Lindsey GladdenInsights Leader/ Job Seeker

Lindsey is an insights leader specializing in shopper insights with 15 years of experience across a variety of industries. She is known for her consumer centric mindset and storytelling abilities, as well as being highly caffeinated and highly curious. Lindsey lives north of Dallas with her husband and 2 amazing kids, and is excited to find the next organization where she can bring insights to life and help build out new capabilities.

January KhoshnoodVP Research Operations @ Screen Engine/ASI

January is an accomplished results-driven leader, proven in cultivating high-performing cross-functional teams and strategically leveraging relationships while focusing on the bottom line and transforming business models to create scalable ongoing impact. She has nearly 20 years of experience in online data collection in various roles in Sales, Product, and Operations both the vendor (GMI, Kantar, Dynata) and agency side (Hall & Partners and SE/ASI).

Mika TurnerVP, Human Resources at Innovate MR

Earning her BA in Psychology in 2005, Mika began her career in social worker in Los Angeles. She later found her passion in Human Resources and completed her Professional Human Resources certificate from HRCI in January 2013. Continuously learning, Mika is an active member of SHRM and regularly attends organizational development trainings to ensure that she is on the cutting edge of HR trends.
Mika has spent the last 14 years in HR, spanning across the market research, and other tech-based industries. She returned to the market research industry after beginning her career with the founding team at uSamp/Instantly.
Mika is passionate about people, inclusivity, and professional advancement, working to set an example to her daughter every day. She is dedicated to making the business world a better place and demonstrate for her family that anything is possible.

CAIP Exam Registration Deadline
2024-08-21

H*Factor Conference 2024
2024-06-05 - 2024-06-06 | Conference, Toronto, Ontario, Canada
H*Factor 2024
On June 5-6, 2024, Canada’s only conference dedicated to market research, analytics and insights took place. The H*Factor conference went Beyond Data and delved into the Human Edge in AI-Driven Research. With over 200 attendees, this rare in-person opportunity allowed Insights and Analytics professionals to engage with fellow colleagues, build new connections, grow within their community while learning about emerging technologies and the future of AI in the market research and analytics community.
See some highlights from the event→
