
Data Science
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- Contains 9 Product(s)
Are you a prospect development professional looking to level up your metrics game? Apra's premier virtual event, Plug In to Metrics, is just what you need! On November 1 and 2, immerse yourself in two full days of expert-led learning and networking that will take your skills to the next level. Our faculty of seasoned experts will provide comprehensive sessions on the hottest topics in prospect development metrics, including how to shape metrics that measure pipeline growth and performance, identify optimal performance metrics, implement systems to track critical campaign metrics and organize visualized metrics into useful delivery systems. Plus, you'll learn how to effectively communicate and analyze metrics to provide valuable insight. The best part? Since Plug In to Metrics is a virtual event, it's easy to participate from anywhere without any travel involved. Don't miss out on this unique opportunity to connect with other professionals in your field and enhance your skills. Stay tuned for more information, including details about our education and speaker lineup. In the meantime, secure your seat by registering for the event and use #PlugIn23 to share your excitement about the excellent education you'll receive. Don't wait – register now!
Are you a prospect development professional looking to level up your metrics game? Apra's premier virtual event, Plug In to Metrics, is just what you need! On November 1 and 2, immerse yourself in two full days of expert-led learning and networking that will take your skills to the next level.
Our faculty of seasoned experts will provide comprehensive sessions on the hottest topics in prospect development metrics, including how to shape metrics that measure pipeline growth and performance, identify optimal performance metrics, implement systems to track critical campaign metrics and organize visualized metrics into useful delivery systems. Plus, you'll learn how to effectively communicate and analyze metrics to provide valuable insight.
The best part? Since Plug In to Metrics is a virtual event, it's easy to participate from anywhere without any travel involved. Don't miss out on this unique opportunity to connect with other professionals in your field and enhance your skills.
Stay tuned for more information, including details about our education and speaker lineup. In the meantime, secure your seat by registering for the event and use #PlugIn23 to share your excitement about the excellent education you'll receive. Don't wait – register now!
Schedule of Events:
All times are in Central Standard Time
Additional Session Details are to be added as confirmed
Wednesday, November 1, 2023
10:15 a.m. - 11:00 a.m.
Opening Keynote
11:10 a.m. - 12:00 p.m.
Education Session
Education Session
1:30 p.m. - 2:30 p.m.
Education Session
Education Session
2:40 p.m. - 3:30 p.m.
Closing Session
Thursday, November 2, 2023
10:00 a.m. - 10:50 a.m.
Education Session
Education Session
12:25 p.m. - 1:00 p.m.
Closing Session
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- Non-member - $450
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- Contains 2 Component(s) Includes a Live Web Event on 07/11/2023 at 2:00 PM (EDT)
Join us for a panel featuring professionals from two universities and a performing arts organization about challenges and successes in the diversity, equity, inclusion, belonging, justice, and access space. Topics covered will include general practices and lessons learned that attendees can consider applying to their organizations: • Alumni and Constituent Relations • Data Governance • Marketing • Prospecting and Prospect Research • Diversity in Portfolios
Join us for a panel featuring professionals from two universities and a performing arts organization about challenges and successes in the diversity, equity, inclusion, belonging, justice, and access space. Topics covered will include general practices and lessons learned that attendees can consider applying to their organizations:
• Alumni and Constituent Relations
• Data Governance
• Marketing
• Prospecting and Prospect Research
• Diversity in Portfolios
Kate McConnell (Moderator)
Associate Director, Prospect Management
Planned Parenthood Federation of America
Casey Hayes-Deats
General Manager and Lead Grant Writer
Contemporary American Theater Festival
Vicki Willman
Director of Development
Contemporary American Theater Festival
Kelli North
Assistant Director of Development Research, DEI Initiatives
University of Michigan
Val Cushman
Sr. Director of Alumni Engagement & Inclusion Initiatives
William and Mary
Kat Walsh
Senior Executive Director, Diversity, Equity, and Inclusion
University of Michigan
Ryann Greifenburger
Interim Director of Gift Administration
William and Mary
Matthew Lambert
Vice President for University Advancement
William and Mary
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- Contains 31 Component(s), Includes Credits
For professionals from small and large organizations looking to build a fundamental foundation in data science, the Apra Data Science With R Course will demonstrate the data science process necessary for project success. Different from other data science courses, the Apra course teaches participants data science through the lens of fundraising and gives participants the opportunity to build their skills with hands on practices and industry specific knowledge.
Apra Fundamentals: Data Science With R Course
Learn the steps, tools, and fundamentals knowledge to enhance your data science skills.
For professionals from small and large organizations looking to build a fundamental foundation in data science, the Apra Fundamentals: Data Science With R Course will demonstrate the data science process necessary for project success. Different from other data science courses, the Apra course teaches participants data science through the lens of fundraising and gives participants the opportunity to build their skills with hands on practices and industry specific knowledge.
The course is segmented into the four sections. In addition to the completion estimates listed, this is a hands-on eLearning course in which participants will work within R & R Studio to help build their skills.
- Introduction to R & Philanthropic terminology (estimated 2.25 hours to complete)
- Data Preparation (estimated 2.25 hours to complete)
- Modeling (estimated 2.5 hours to complete)
- Communication & Implementation (estimated 3 hours to complete)
Full participation in Apra Fundamentals: Data Science With R is applicable for 10 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification
Kate Chamberlin
Senior Director of Decision Science and Prospect Development
Memorial Sloan Kettering Cancer Center
Kate Chamberlin is currently Senior Director of Decision Science and Prospect Development at Memorial Sloan Kettering Cancer Center (MSK). These teams were united in 2019 to cover the application of data to fundraising decision-making at every level, from strategy evaluation, predictive modeling and process improvement to individualized prospect research and portfolio analysis. Kate came to MSK in 2006 from Columbia University and previously worked at Arts Horizons, a small arts education agency. She holds a bachelor’s degree in theatre directing and design from Dartmouth College and an MBA from Columbia Business School, focused on economics and strategy.
Maxwell Dakin
Assistant Director, Prospecting and Special Initiatives
UNICEF USA
As a member of the Prospect Intelligence team at UNICEF USA, Max manages data strategy and analytics projects to support prospecting, portfolio optimization, and pipeline development. Prior to UNICEF USA, Max was Assistant Manager, Development Analytics at the John F. Kennedy Center for the Performing Arts in Washington, D.C. Max currently serves as co-chair of Apra's Data Science Committee and is a member of NEDRA. He lives in Portland, Maine.
Carrick Davis
Executive Director, Prospect Management & Research
University of California, Davis
Carrick Davis is the Executive Director for Prospect Management & Research at UC Davis. In this role, he routinely works with development leadership, translating their business needs into data questions where information can support data-informed decision making. He often delivers recommendations using visualizations to improve organizational data literacy and socialize the use of data when making decisions. Carrick has worked exclusively in the non-profit sector. Before finding Advancement, he first worked with community non-profits mapping geospatial data to support successful grant applications. One summer he worked on a team that did a house-by-house survey of every residential parcel in the City of Detroit, mapping the prevalence of arson or abandoned houses. Since discovering the fields of Prospect Development and Data Science, he has worked at a variety of higher education institutions from small private faith-based colleges to large public land grant universities. As a well-known veteran in the field, Carrick has spoken on numerous topics underneath the data science and advancement umbrellas. He currently serves as Apra's President. He considers both Apra Rocky Mountains and CARA to be his home chapters. He has a BA from Beloit College in Sociology and Health Economics and holds a Master's Degree in Urban Planning from the University of Michigan. He'll complete a MS in Business Analytics from University of Colorado Denver at the end of 2023.
Kelly Douglas
Associate Director, Prospect Analytics
Caltech
Kelly Douglas loves to advance fundraising efforts through data. Currently the Associate Director of Prospect Analytics, she has worked for more than a decade at the California Institute of Technology. She earned her master’s degree in Data Science from the University of Wisconsin. Kelly has served on the Apra Data Science and Awards Committees and the Board of Directors of Apra’s California chapter. Her work has been recognized with Gold and Bronze CASE awards and she’s a winner of several dashboarding contests.
Andrew McMahon
Assistant Director, Operations and Prospect Development
United States Holocaust Memorial Museum
Andy McMahon is an Assistant Director, Operations and Prospect Development at the United States Holocaust Memorial Museum. Previously he worked on the Donor Operations team at Share Our Strength, a non-profit that strives to end childhood hunger in the U.S. He graduated from Carleton College in 2009 with a degree in philosophy. He is interested in every aspect of fundraising operations, including donor analytics. He's particularly passionate about using the R programming language, machine learning, SQL, and automation (whenever possible) to optimize the Museum's prospect management. When he's not fundraising or programming, he's dreaming about consuming as much ramen and kombucha as possible.
Michael Pawlus
Data Scientist
The Ohio State University
Andy Schultz
Director of Decision Science
BWF
Andy Schultz’s devotion to philanthropy is evident throughout his 15+-year career in the industry. He finds inspiration daily in applying his specialized skills and expertise in the service of furthering the missions of organizations striving to solve the world’s challenges.
Andy’s professional experiences focused on child welfare while at the Elizabeth Glaser Pediatric AIDS Foundation and WINGS for Kids, from which he received South Carolina’s “Excellence in Non-Profit Management” award in April of 2007. At BWF, Andy specializes in predictive modeling, analytics implementation, forecasting, scenario simulations, and prospect development optimization. He is passionate about partnering closely with clients to implement sophisticated analytics practices and techniques to advance their fundraising capabilities. He also currently serves as a member of the APRA-NY Board.
“You must live in the present, launch yourself on every wave, find your eternity in each moment. Fools stand on their island of opportunities and look toward another land. There is no other land; there is no other life but this.”Henry David Thoreau
There is never a dull moment outside Andy’s professional work. His favorite pastimes involve enjoying the great outdoors through cycling and hiking as well as spending every moment possible raising his three boys.
Nicole Wittlin
Lead Analyst, Alumni Relations and Development
University of Chicago
Nicole Wittlin is Lead Analyst for Data Management on the Alumni Relations and Development team at the University of Chicago. Prior to this role, Nicole was the Assistant Director of Philanthropy Data at Texas A&M University - Commerce and holds a Master of Science in Data Science from Southern Methodist University (SMU). Additionally, she is a teaching assistant for Coding Dojo’s part-time Data Science Bootcamp. Nicole has a wealth of expertise and knowledge from her work with APRA, CASE, and Women in Data, as well as prior roles at the American Red Cross, NPR’s From the Top, and the Madison Symphony Orchestra.
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Political elections, economic recessions, and socio-political events all impact philanthropy. In what ways do any and all of these impact planned, annual, and major giving? How can fundraising professionals plan for and respond to the continued polarization of political and social viewpoints and donor perceptions? How should nonprofit leaders respond when new issues or trending topics in society divert a donor’s established funding passions? Please join expert industry leaders – Ann A. Deppman and Wayne Olson – in a timely panel discussion about these issues and more!
Political elections, economic recessions, and socio-political events all impact philanthropy. In what ways do any and all of these impact planned, annual, and major giving? How can fundraising professionals plan for and respond to the continued polarization of political and social viewpoints and donor perceptions? How should nonprofit leaders respond when new issues or trending topics in society divert a donor’s established funding passions? Please join expert industry leaders – Ann A. Deppman and Wayne Olson – in a timely panel discussion about these issues and more!
Ann A. Deppman, JD
Assistant Vice President of Planned Giving
Virginia Commonwealth University
Ann A. Deppman, J.D., serves as Assistant Vice President, Planned Giving at Virginia Commonwealth University. At VCU Ann has been charged with building the university’s first comprehensive gift planning program with an emphasis on collaborative fundraising in a highly matrixed organization. Previously, Ann led gift planning efforts at the MCV Foundation on VCU’s medical campus and at Oberlin College. At Oberlin, Ann oversaw a program that was consistently recognized as an industry leader with one of the highest constituent participation rates in planned giving among peer institutions. Ann’s prior experience at Oberlin includes serving as a dean, program director, and pre-law advisor. Ann began her career as general practice attorney. Ann graduated with a B.A. from Middlebury College and received her J.D. from Vermont Law School. She is member of the National Association of Charitable Gift Planners and a board member of the Virginia Gift Planning Council. In her free time Ann enjoys baking, walking her dogs, and spending time with her husband and children.
Wayne Olson, JD
Chief Development Officer
New Life Ministries
Wayne is the Chief Development Officer for New Life Ministries, a national charity devoted to helping people with mental health and life coaching from a Christian perspective. Wayne heads fundraising for the organization. Prior to that, Wayne headed planned giving for Intermountain Health Care Foundation, one of the largest healthcare systems in the world. He has served as a consultant to corporations and charities where he advised them on fundraising, sales, customer service and building stronger relationships with customers and constituents. He is a leading expert on planned giving and donor relations. An attorney with more than 20 years’ experience, he has worked with donors on tens of millions of dollars in donations and helped countless nonprofits build effective and dynamic fundraising and planned giving programs.
He is a sought-after trainer, consultant and speaker on motivation, customer service and leadership. In 2014, Fundraising Success Magazine honored him by awarding Wayne “The Most Inspirational Speaker of the Year.” Wayne is the author of six books including: Fundraising for Nonprofit Board Members, which is available on Amazon and at Wayneolson.com. His other works include: The Disney Difference, How to Give a Great Speech or Presentation, Big Gifts, Small Effort, and Think Like a Donor. His newest book, Words of Encouragement, is now available.
Wayne has worked as a consultant or trainer for dozens of charities in Canada and the U.S. Hundreds of charities depend on Wayne to broaden and grow their fundraising. They use his writing in their websites, magazines, brochures and newsletters. He has been published in many periodicals including Planned Giving Today, Advancing Philanthropy, Nonprofit Times, 256 Magazine, and has twice been featured in the Chronicle of Philanthropy.
Wayne has spoken to AFP International Conferences, Mensa, NASA, AFP Congress Toronto, Space and Missile Defense, Synovus Bank, Leadership Huntsville, Rotary conferences, Nonprofit University, National Philanthropy Day and many more.
Wayne has served on the boards of three charitable organizations and volunteers for several more. Wayne earned an undergraduate degree from the University of Florida and a law degree from Stetson University College of Law. He is an Eagle Scout and the father of two Eagle Scouts.
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For 25 years predictive analytics has enabled nonprofits and higher education to identify planned giving prospects. As organizational data improves, the models become better as well as more targeted: bequest, annuity and CRT models are available for strategic prospect identification. This webinar will focus on the data behind these models, and the information you can use to better inform your institution of planned giving potential. We will recommend data to be collected, what to do with it, and related strategic implementation ideas to help your organization to increase planned giving revenue.
For 25 years predictive analytics has enabled nonprofits and higher education to identify planned giving prospects. As organizational data improves, the models become better as well as more targeted: bequest, annuity and CRT models are available for strategic prospect identification. This webinar will focus on the data behind these models, and the information you can use to better inform your institution of planned giving potential. We will recommend data to be collected, what to do with it, and related strategic implementation ideas to help your organization to increase planned giving revenue.
Katherine Swank
Principal Strategic Consultant
Blackbaud
I'm a consummate learner. I'm always learning something new and known for sharing what I’ve learned with others. From the practice of law to fundraising and management positions with Southwestern University School of Law, American Heart Association, Colorado Public Radio, National Multiple Sclerosis Society (HQ), and now at Blackbaud as a strategic analytics professional for 15 years, I've been learning about the planned gift donor and the data behind them. Planned gifts aren’t made in a vacuum; the speed of knowledge in our industry is increasing as are the tools we use to identify the best prospects for these gift types. Nothing is the same as it was when I started fundraising in 1989. Today, teams of data scientists combine thousands of bits of information with AI and robust analytics to understand the donors that make planned gifts. Lawrence and I are honored to share what we've found out to help us all better understand the planned gift donor and explore the data behind them.
Lawrence Henze
Senior Principal Analytics Architect
Blackbaud
I am committed to increasing the effectiveness and efficiency of fundraising and ancillary programs using data-driven strategies
Lawrence Henze is the Senior Principal Analytics Architect for Blackbaud. During his career at Blackbaud, he has worked with nonprofits, colleges, and universities in both consultative sales and strategic implementation roles to encourage and facilitate the use of predictive analytics and related tools to promote fundraising success.
Before joining Blackbaud, Lawrence founded Core Data Services, a groundbreaking analytics approach to fundraising, in 1998. (Blackbaud purchased Core Data in 2001, creating Blackbaud Analytics). Lawrence’s experience as a development officer at Carroll University (WI), the University of Wisconsin Foundation (Madison), and the University of Dayton provided the understanding and motivation to use statistics to challenge fundraising axioms and create data-driven solutions.
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Join Altrata Senior Director of Higher Education, Matt Thompson, as he demonstrates how Wealth-X and RelSci can help you run interest-based searches amongst your donor base while leveraging your organization’s relationships in higher education and beyond. We will also discuss how to utilize this data in your prospecting or donor engagement strategy from annual fund to major giving levels.
Join Altrata Senior Director of Higher Education, Matt Thompson, as he demonstrates how Wealth-X and RelSci can help you run interest-based searches amongst your donor base while leveraging your organization’s relationships in higher education and beyond. We will also discuss how to utilize this data in your prospecting or donor engagement strategy from annual fund to major giving levels.
Matt Thompson
Senior Director, Head of Education & Healthcare
Altrata
Matt Thompson is Senior Director and Head of Education & Healthcare at Altrata. Matt joined the Altrata team in 2019 and has excelled recognizing opportunities and maintaining long-lasting partnerships thanks to his comprehensive product knowledge and understanding of industry trends.
Matt has extensive sales experience having worked as a Strategic Account Executive for Blackbaud for more than 4 years.
Matt also holds a Bachelor’s in Psychology from the University of Iowa.
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Recorded at Prospect Development 2022. Three years into revolutionizing their annual fundraising goal-setting process, Syracuse needed a way to produce solicitation data for all schools, colleges and central units in a timely fashion that didn’t unnecessarily drain personnel resources in the midst of a campaign and global pandemic. Further, senior leadership needed a pragmatic lens by which to view planned work and its likelihood of success, and managers needed comprehensive reports to view their frontline fundraisers’ activity. Join Syracuse University’s Assistant Director of Prospect Management and Assistant Director of Data Analytics to learn how they built a suite of Tableau dashboards that provides detailed insights into the university’s fundraising pipeline and optimizes individual and team portfolio management.
Recorded at Prospect Development 2022
Three years into revolutionizing their annual fundraising goal-setting process, Syracuse needed a way to produce solicitation data for all schools, colleges and central units in a timely fashion that didn’t unnecessarily drain personnel resources in the midst of a campaign and global pandemic. Further, senior leadership needed a pragmatic lens by which to view planned work and its likelihood of success, and managers needed comprehensive reports to view their frontline fundraisers’ activity. Join Syracuse University’s Assistant Director of Prospect Management and Assistant Director of Data Analytics to learn how they built a suite of Tableau dashboards that provides detailed insights into the university’s fundraising pipeline and optimizes individual and team portfolio management.
Katie Pierce
Director of Fundraising Intelligence & Analytics
Syracuse University
Katie Pierce has a B.A. in Physics from Hamilton College and is currently in the Applied Data Science M.S. program at Syracuse University. She is the Assistant Director of Data Analytics in the office of Prospect Development and Analytics at Syracuse University where she develops analytic tools for pipeline analysis, forecasting, predictive analysis and data visualization reporting for both senior leadership and school/unit officers.
Lindsay Scheuer
Director of Prospect Management & Performance
Syracuse University
Lindsay Scheuer joined Syracuse University's Prospect Development & Analytics team in 2017, having previously worked in relationship management roles in secondary education and professional theater. She leads a team that directly supports advancement operations through strategic planning, goal setting, prospect pool development, and portfolio review.
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- Contains 15 Product(s)
Get 15 sessions offered at the Prospect Development 2022 Conference, held July 27-29, 2022.
Get 15 sessions offered at the Prospect Development 2022 Conference, held July 27-29, 2022.
- PD 2022 Apra Talks: The Context of Change: Perspectives on Philanthropy
- Advanced Fundraising Reporting
- Revamping Portfolio Consultations
- Pipelines and Metrics and Engagement! Oh, my! A Journey Down the Yellow Brick Road to Creating an Action-Driven Performance Development Reporting Suite
- How to Convert to a New CRM in 4,000 Easy Steps
- Enabling Advanced Analytic Tools and Access to Data: Bringing technology and people together for better analytics
- Leadership Buy in through Design Thinking in Advancement
- Lessons We Should Have Known, But COVID Had to Teach Us
- Bon Appétit: How to Properly Digest Stock Form Alphabet Soup and Footnote Word Salad
- Diversifying your Prospect Pool: Methods and Approaches to Social Inclusion in Prospecting
- How Summa Health Engaged Retired Physicians as Partners in Fundraising
- The Evolution of Due Diligence at Stanford: Building the Plane While Flying It
- Free Solo: Campaign Planning On Your Own
- Insights from a New Prospect Researcher
- Building Relationships Based on Love
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- Non-member - $545
- Professional Member - $410
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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.-
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Recorded at Prospect Development 2022. As prospect development professionals, we are often tasked with providing the most relevant insights into data, finding the “best” prospects, informing strategy, and conducting analyses. All of this is based in data – but are we managing this data, these recommendations, these insights as efficiently as we can? How do you as a prospect development professional or other partner provide actionable data? How do you ensure you’re analyzing the “right” things without wasting time? How do you encourage or influence your partners to ask strategic questions and ensure you can efficiently answer? How do you get access to data without needing customized reports or help from other areas of the organization? What datapoints have consistent definitions, and who decides what those definitions are? How do you tailor work to meet individual needs without overwhelming your team or other teams with personalization for different data? Do you empower gift officers or other partners to do their own research/reporting/analytics? What are the pros/cons of doing so? How do you manage that? Join Katie Princo, Research Team Lead, and Aron Sage, Business Intelligence Team Lead, as they delve into the data landscape at the University of Colorado. Though they will share stories and examples, this presentation will focus more on the philosophy and approach rather than pitching one solution or tool, striving to help attendees improve their own approaches to determine what makes the most sense at their organizations.
Recorded at Prospect Development 2022.
As prospect development professionals, we are often tasked with providing the most relevant insights into data, finding the “best” prospects, informing strategy, and conducting analyses. All of this is based in data – but are we managing this data, these recommendations, these insights as efficiently as we can? How do you as a prospect development professional or other partner provide actionable data? How do you ensure you’re analyzing the “right” things without wasting time? How do you encourage or influence your partners to ask strategic questions and ensure you can efficiently answer? How do you get access to data without needing customized reports or help from other areas of the organization? What datapoints have consistent definitions, and who decides what those definitions are? How do you tailor work to meet individual needs without overwhelming your team or other teams with personalization for different data? Do you empower gift officers or other partners to do their own research/reporting/analytics? What are the pros/cons of doing so? How do you manage that? Join Katie Princo, Research Team Lead, and Aron Sage, Business Intelligence Team Lead, as they delve into the data landscape at the University of Colorado. Though they will share stories and examples, this presentation will focus more on the philosophy and approach rather than pitching one solution or tool, striving to help attendees improve their own approaches to determine what makes the most sense at their organizations.
Kathryn Frances Princo
Advancement Strategy Analyst
University of Colorado
I’m an Advancement Strategy Analyst who has been with the University of Colorado Strategy team since 2017. I previously worked on the College of Music Advancement team on the CU Boulder campus. I graduated with a bachelor's in music composition from the University of Michigan and a master's in music composition from the University of Colorado Boulder. My primary passions are identifying new donors, building systems to forward on the best leads, and data analysis and integrity. Outside of work I compose music, play the organ and piano, run, hike, cook, and read.
Aron Sage
Business Intelligence Team Lead
University of Colorado
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