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Apra has made it easier for you to navigate and determine the best recorded content for your needs by creating education bundles that target your education, from Conference Highlights to Ethics in Action to Wealth Indicators and more. New to Prospect Research? Take advantage of the Apra Fundamentals online modules to fast-track your onboarding. 

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Gain prospect development knowledge, on us! Watch the industry panel "President's Panel: Apra Leaders Reflect on the Past and Plan for the Future" recorded at the Prospect Development virtual event in July 2021. 

Upcoming Webinars

  • Contains 2 Component(s) Includes a Live Web Event on 08/24/2022 at 12:00 PM (EDT)

    What do you need to consider when you want to take your data analytics to the next level? To take your insights from Excel pivot tables to dynamic, automated business intelligence reports. With a strong foundation of data analysis, Pathways to Education Canada knew that to continuously improve and scale its donor data insights, it needed to implement new technologies and new approaches. Join us as we walk you through the considerations, initial implementations, and investments as we begin to level up our data insights. In this session, we will share our data governance, classification, and implementation methodology. We will talk about the successes and the challenges we faced along the way. If you are considering implementing business intelligence reporting, this session will help you understand what you need to consider to build a strong foundation.

    What do you need to consider when you want to take your data analytics to the next level? To take your insights from Excel pivot tables to dynamic, automated business intelligence reports. With a strong foundation of data analysis, Pathways to Education Canada knew that to continuously improve and scale its donor data insights, it needed to implement new technologies and new approaches. Join us as we walk you through the considerations, initial implementations, and investments as we begin to level up our data insights.

     

    In this session, we will share our data governance, classification, and implementation methodology. We will talk about the successes and the challenges we faced along the way. If you are considering implementing business intelligence reporting, this session will help you understand what you need to consider to build a strong foundation.

    Liz Rejman

    Director, Fundraising Operations

    Pathways to Education

    Liz is an expert development operations; with a focus on automation, workflows and prospect management. She has spent her entire career working in the not-for-profit sector with arts organizations, healthcare foundations, and higher education institutions. She has instructed at both Western University on the topic of technology in the not-for-profit sector and at Georgian College on prospect research. She has shared her knowledge and expertise on prospect research, database management, ethics in prospect development, and using social media for prospect research at numerous Canadian and international conferences including AFP Congress, Apra, Apra Canada, and AHP Canada. She is the co-editor and contributor to the book "Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers". Liz is a Trustee of the Apra Foundation Board of Trustees.

    Alex Gregory

    Director of Business Intelligence

    Pathways to Education Canada

    (He/Him) enjoys managing teams dedicated to understanding data and
    developing innovative data products to enable strategic decision making. He has
    over 12 years of experience conducting quantitative analysis, developing
    advanced analytical data products, and leading a professional data team. 
    He is new to the non-profit space having previously worked in transportation
    and retail.  Alex obtained his Masters Degree in Economics from the
    University of Ottawa and holds a Professional Certificate in Data Science.

  • Contains 2 Component(s) Includes a Live Web Event on 08/30/2022 at 1:00 PM (EDT)

    While there are many ways to research net worth and find potential donors, there is an opportunity cost if the data is inaccurate, outdated, or limited to the ultra-wealthy. The University of Michigan's development team tested and measured multiple data vendors to evaluate quality with the goal of improving prospect research as well as DEI initiatives. In this webinar, you will hear what they learned and take away new methods for ensuring data quality and leveraging people insights for fundraising and other critical initiatives within your organization.

    While there are many ways to research net worth and find potential donors, there is an opportunity cost if the data is inaccurate, outdated, or limited to the ultra-wealthy. The University of Michigan's development team tested and measured multiple data vendors to evaluate quality with the goal of improving prospect research as well as DEI initiatives. In this webinar, you will hear what they learned and take away new methods for ensuring data quality and leveraging people insights for fundraising and other critical initiatives within your organization. 

    Craig Leonard

    Senior Director of Prospect Development and Analytics

    University of Michigan

    Craig Leonard is the Senior Director of Prospect Development and Analytics at University of Michigan. Craig provides vision and leadership for the development and execution of strategic and operational plans focused on philanthropic pipeline development. He and his team collaborate with all fundraising programs at the University of Michigan and Michigan Medicine to translate institutional goals into actionable plans. They examine industry trends to create insights that are focused on fundraising analytics, prospect identification, prospect and donor research, relationship management, and prospect coordination. In addition, he also has operational responsibility for campus-wide strategy sessions and the prospect coordination policies of the university.

    Kelli North

    Assistant Director of Development Research

    University of Michigan, DEI Initiatives

    Kelli North is the Assistant Director of Development Research, DEI Initiatives, at the University of Michigan. She assists multiple academic units, as well as the Alumni Association and the Office of Diversity, Equity, & Inclusion, with prospect research, prospecting, and fundraising strategy. Her current areas of focus are diversity, equity, and inclusion and NextGen fundraising. She is the President and former Advocacy Lead on the board of the APRA Michigan Chapter, a member of the FORUM Planning Committee and former Chair of the Research Committee for the Great Lakes Prospect Development Forum, and is also a founding member of APRA Great Lakes Collaborative.

    Mike Vincent

    VP of Customer Success and Growth

    Windfall

    Mike Vincent is Vice President of Customer Success and Growth at Windfall, where he leads all customer-facing initiatives. The Customer Success team pairs with each of Windfall’s customers to provide data-driven insights, strategies, and recommendations for leveraging Windfall’s products to achieve development goals. Mike’s background is in growth strategy at a variety of nonprofits and Fortune 500 organizations. He has also run a variety of fundraising initiatives including comprehensive campaigns, events, and annual funds as a development leader and board member.  

  • Contains 2 Component(s) Includes a Live Web Event on 09/21/2022 at 12:00 PM (EDT)

    Questions and discussions about new officer roles in leadership or mid-level giving have certainly increased over the past few years. Since many of the new officers hold portfolios, we wanted to explore if there was any data indicating a difference in how portfolios are managed between mid-level officers and major giving officers. In this session, we will look at how we got to this point and how these new roles are important in building a sustainable pipeline. We will also look at initial metrics and data from 150+ higher education institutions to discover trends that could help inform best practices in portfolio management for these new officer roles. We’ll finish with a summary and future research considerations.

    Questions and discussions about new officer roles in leadership or mid-level giving have certainly increased over the past few years. Since many of the new officers hold portfolios, we wanted to explore if there was any data indicating a difference in how portfolios are managed between mid-level officers and major giving officers. In this session, we will look at how we got to this point and how these new roles are important in building a sustainable pipeline. We will also look at initial metrics and data from 150+ higher education institutions to discover trends that could help inform best practices in portfolio management for these new officer roles. We’ll finish with a summary and future research considerations.

    Michael Van Dyke

    Strategic Consultant

    Blackbaud

    Michael has worked with higher education institutions as a trainer and strategic consultant for the past six years. Michael has over 12 years of experience in the world of fundraising holding a variety of roles, from director of development to grant writer to donor relations, but the majority of her time was spent in the prospect research/manager role. She has also worked with a variety of organizations, ranging from non-profits to faith-based to higher education. Taking a break from fundraising before coming to Blackbaud, she taught Information Literacy and Research Skills at the community college level. With her background in library and information science and prospect research, Michael has honed the skills of organizing information and resources to help create more streamlined processes. Throughout her career, she has remained passionate about empowering people to use technology and information to make better decisions and drive towards improved results. Michael holds a B.A. in communications from Saginaw Valley State University and Masters in Library and Information Science from Dominican University/St. Catherine University.

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