Apra Best Practice Webinar - From Chaos to Clarity: Reimagining Workflow in Prospect Research

Includes a Live Web Event on 07/08/2025 at 11:00 AM (EDT)

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In the evolving world of prospect development, managing competing requests and complex projects across prospect research, prospect management, and analytics requires strategic systems. This webinar highlights how professionals leverage tools like Agile methodology, Microsoft Planner, CRM-integrated apps, and custom tracking sheets to drive results. Learn how teams are innovating, adapting, and even pivoting away from certain platforms to find what truly works for them. Hear from peers who’ve transformed their workflows and gain inspiration for yourself and your team. *

 

*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

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Apra Best Practice Webinar - From Chaos to Clarity: Reimagining Workflow in Prospect Research
07/08/2025 at 11:00 AM (EDT)  |  60 minutes
07/08/2025 at 11:00 AM (EDT)  |  60 minutes In the evolving world of prospect development, managing competing requests and complex projects across prospect research, prospect management, and analytics requires strategic systems. This webinar highlights how professionals leverage tools like Agile methodology, Microsoft Planner, CRM-integrated apps, and custom tracking sheets to drive results. Learn how teams are innovating, adapting, and even pivoting away from certain platforms to find what truly works for them. Hear from peers who’ve transformed their workflows and gain inspiration for yourself and your team. * *Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
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Webinar Survey: From Chaos to Clarity: Reimagining Workflow in Prospect Research
8 Questions
8 Questions 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 three expert industry leaders – Ann A. Deppman, Tarsha Whitaker Calloway, and Wayne Olson – in a timely panel discussion about these issues and more!
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Dana Nehme

Development Researcher

Lehigh University

Laura Webb

Senior Research Associate

Bates College

Laura is a senior research analyst at Bates College. She started at Bates in a Gift Planning role in 2016, then transferred to the Research Department in 2018, although she still supports and collaborates with her Gift Planning colleagues as their assigned researcher. NEDRA awarded her the Heather Reisz Memorial Scholarship Award in 2019. She lives in Auburn, Maine, with her cat Dolly. 

Jennifer Huebner (Moderator)

Director of Prospect Research

The Humane Society of the United States

Jennifer has worked in philanthropy full-time since 2011, after first being introduced to fundraising as a student caller at the College of William and Mary. She held various roles within prospect research and management, program administration and leadership annual giving at the University of Virginia and George Washington University, and within prospect research and stewardship at Episcopal High School in Alexandria, VA before beginning her current role as Director of Prospect Research with the Humane Society of the United States (HSUS) in September 2023. Prospect research has been Jennifer’s primary professional interest and area of specialization for a total of 10 years. At HSUS, Jennifer leads the Prospect Development team in providing donor intelligence to the CEO, senior staff and frontline fundraisers in a variety of formats, while supporting prospect discovery efforts and the team’s overall strategy.

Jennifer has been involved with Apra’s Content Development Committee and its predecessor committees for a total of seven years, beginning in 2013. Outside of work, Jennifer adores spending time with her senior toy poodle, Fancy (who she rescued in 2020) and running.