Location: Lafourche/Pointe Coupee Prefunction Space (Ninth Floor)
Welcome to New Orleans! Please stop by the registration desk starting at 12:00 p.m. to check in and pick up your conference materials.
1:00 – 1:15
Welcome, Faculty Introductions and Conference Overview
Location: Lafourche/Pointe Coupee (Ninth Floor)
All Faculty
Join conference chair Amy Begg to meet the faculty and learn how to get the most out of your time at the conference.
1:15 – 2:30
DEI and Data Governance
Location: Lafourche/Pointe Coupee
Core Competencies: Global and Cultural Competence; Industry/Sector Expertise
Speaker: Steve Grimes
As philanthropy continues to evolve, both DEI principles and data governance are quickly becoming inextricably linked to that evolution. As we continue to have discussions on the best ways possible to implement both approaches, it is important that we are clear about what each project is trying to accomplish and recognize that both projects are not inherently aligned. Join this session to discuss possible ways forward towards that alignment in an effort ensure that both approaches are properly implemented into your organization.
2:30 – 3:00
Refreshment Break
Location: Prefunction Space
3:00 – 4:00
Elective Sessions (choose one):
It's Not Just the Numbers! - Income Psychology and Giving Behavior
Location: Lafourche/Pointe Coupee
Core Competencies: Relationship Building
Speaker: Amy Begg
High income earners often have similar assets to those in finance who are typically compensated through a bonus structure. The ways in which they earn their income impacts how they think about their money and ultimately their philanthropy. Explore the psychology of this and strategies we might employ toward these industries.
Developing Meaningful Reporting and Metrics
Location: St. Landry (Ninth Floor)
Core Competencies: Strategic Thinking
Speaker: Jami Hougen Johnson
Whether your organization is lost in the noise of too much reporting or you’re working to develop brand new metrics, Prospect Development’s ability to help organizations use data well is increasingly important. Join this session for a discussion on common fundraising reports and metrics, different ways you can approach developing them, and the importance of communication in your data delivery strategy.
4:00 – 4:15
Stretch Break
4:15 – 5:15
Collaborating with Advancement Partners
Location: Lafourche/Pointe Coupee
Core Competencies: Relationship Building
Speakers: Lisa Foster and Prisca Zaccaria
Have you ever thought of transforming your research and prospect management specialists into strategic partners with the frontline team, leadership, and other development stakeholders?
This session will explore ways to build collaborative and strategic partnerships across your advancement department. By combining strengths, resources, perspectives, knowledge, and networks, you can solve challenges, streamline processes, or seize new opportunities.
Prisca and Lisa will provide real-life examples of creative processes and interactions needed to develop true partnerships. We hope you will join us to share your experiences and ask questions.
5:15 – 6:15
Networking Reception
Location: Poydras & Peters
Join conference faculty and your colleagues to network and unwind after Day 1. Complimentary hors d'oeuvres and drink tickets will be provided.
6:15 PM
Conference Adjourns for the Day
Dinner on your own (sign-up for group dinners available at registration)
How to implement an effective wealth screening and show measurable results.
In this session, Prisca will share ways to maximize the benefits of a wealth screening process including data visualization and wealth screening validation plans.
Find your best prospects, increase your opportunities, streamline your priorities, and personalize your strategies!
10:30 – 10:45
Coffee Break
Location: Prefunction Space
10:45 – 11:45
Elective Sessions (choose one):
Using Analytics to Drive Campaign Strategy
Location: St. Landry
Core Competencies: Strategic Thinking
Speaker: Jami Hougen Johnson
How do you know when you’re ready for your next campaign? Is your organization performing as expected after campaign launch? Asking the right questions and analyzing your prospect data are critical components of campaign management before, during and after the campaign. In this session, we’ll discuss important campaign questions and review examples like setting campaign goals, developing gift tables, conducting staffing assessments, evaluating the maturity of your prospect pool, and measuring performance.
Data Enrichment Methods for Prospect Research
Location: Lafourche/Pointe Coupee
Core Competencies: Strategic Thinking
Speaker: Steve Grimes
While we all understand that good data is a necessary part of our work as prospect researchers, good data on all of our constituents is hard to come by. How can we enhance our fundraising insights using the data we already collect on our constituents? In this session, we will review methods for data enrichment utilizing various data sources and techniques to transform what we know about our constituent base.
11:45 AM – 1:15 PM
Lunch on your own
1:15 – 2:15
Flash Sessions: The Future is Now
Location: Lafourche/Pointe Coupee
Large school, small school, public or private...we all can learn from each other. With a maximum of fifteen minutes, speakers will share their thoughts and approaches for tackling some of prospect development's perennial challenges!
Cryptocurrency
Core Competencies: Business and Financial Acumen
Speaker: Amy Begg
Data Fluency
Core Competencies: Business and Financial Acumen
Speaker: Jami Hougen Johnson
Hiring and Retaining Talent During the Great Resignation
Core Competencies: Leadership
Speaker: Prisca Zaccaria
The Future of Prospect Research
Core Competencies: Leadership
Speaker: Steve Grimes
2:15 – 2:45
Refreshment Break
Location: Prefunction Space
2:45 – 3:45
Elective Sessions (choose one):
Implementing and Evaluating Your Prospect Management Program
Location: St. Landry
Core Competencies: Industry/Sector Expertise
Speaker: Jami Hougen Johnson
To reach ever increasing fundraising goals, organizations often must do more with less. Establishing and regularly evaluating your system for managing prospects is key to working smarter and not just harder. Join this session to discuss the importance of establishing a prospect management program and how the goals for your program may evolve over time to address team and organizational need.
Dashboard Creation With R
Location: Lafourche/Pointe Coupee
Core Competencies: Industry/Sector Expertise
Speaker: Steve Grimes
The ubiquity of dashboards in our day-to-day work cannot be denied, and while there are premium tools that can create a large variety of dashboards, they can be a bit pricey. R tools like shinydashboard and flexdashboard however provide a very customizable and no-cost approach to creating dashboards, both simple and complex. In this session, we will review the basics of setting up R for creating dashboards by demonstrating how to set up R Studio, the basics of r code, and examples of dashboards that may assist in our day-to-day work. The goal of this session is to educate individuals new to R on the benefits of using the tool for dashboard creation.
3:45 – 4:00
Stretch Break
4:00 – 5:00
Elective Sessions (choose one):
Don’t Excel, Pivot!: Data-Driven Wealth Analysis to Optimize your Pipeline
Location: Lafourche/Pointe Coupee
Core Competencies: Relationship Building
Speaker: Amy Begg
Discuss tactics and strategies to help identify prospects for the major gift pipeline. In this session, we will evaluate both internal and external resources that can help us in prospect identification.
Parents as Prospects
Location: St. Landry
Core Competencies: Industry/Sector Expertise and Relationship Building
Speakers: Lisa Foster and Prisca Zaccaria
Parents are critical to the fundraising efforts for colleges and universities, as well as for independent schools.
The parent research and prospect management processes at these different organizations have many similarities as well as some differences. We’ll discuss how these organizations approach researching, rating and assigning their new parents. We’ll also provide some examples of dashboards for presenting new parent data and talk about some engagement strategies.
5:00 PM
Conference Adjourns for the Day
Dinner on your own (sign-up for group dinners available at registration)
Working in a small shop can be a true joy. No two days are alike and it’s certainly never boring.However, there can also be challenges, especially in balancing priorities and finding the resources you need (including time). In this session, we’ll discuss some tips and tricks for: balancing proactive and reactive research, bringing on additional tools, managing research requests. We’ll also talk about how to bring ideas back from a conference in a way that sets you up for success.
Transition is common in the advancement office as staff come and go, and we move in and out of campaign periods. It's critical to ensure your best prospects don't get "lost" in your database or languish in portfolios. A well-designed prospect management system helps to ensure continuous donor engagement by tracking relationship history and focusing on momentum with your top donors and prospects. We'll look at moves and prospect management (and the difference between the two), and how to create a portfolio review program that supports individual staff efforts as well as prospect pool and campaign needs.
10:30 – 10:45
Coffee Break
Location:Prefunction Space
10:45 AM – 12:00 PM
Advocating for Your Team
Location:Lafourche/Pointe Coupee
Core Competencies: Leadership
Speakers: Amy Begg and Prisca Zaccaria
Show your team’s value to your organization and advocate for professional growth! Are you in a leadership position and want to build a strong team and increase retention? Learn how to make an impact as a leader by championing your team! From making a case for additional staff or resources to promoting current talent, Amy and Prisca will share practical tips for Advocacy in Prospect Development. You will learn how to utilize the Apra Advocacy Toolkit to help your organization understand the value of Prospect Development staff and their impact on your fundraising efforts.
