Apra Fundamentals: Relationship Management Course (Online Modules)

Chris Copsey is the UNC Health Foundation's Assistant Vice President of Prospect Development. Since 2019, Chris has provided the Health Foundation with research and analytical support, mainly supporting grateful patient, cultivation, and solicitation activities. He is responsible for the management of all Prospect Development work for the Foundation and leads a small team that is in charge of researching prospects, providing analysis of prospect data, and performing portfolio management and optimization for a development officer staff of about 20 officers. He is also very active in Apra, serving currently as the President-Elect of Apra Carolinas., and is a member of the Apra EPD Committee.

Carrick Davis is the Executive Director for Prospect Management & Research at UC Davis. In this role, he works with groups across University Development to provide prospect intelligence for all campus units, the UC Davis Health System, and UC Davis School of Veterinary Medicine.

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, 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. A former Apra 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.

Laurie Holmes is a research and development professional with a background in prospect research, legal librarianship, and organizational leadership. Currently serving as Prospect Researcher at the National 4-H Council, Laurie brings over a decade of experience across higher education, legal services, and the nonprofit sector. Her expertise includes competitive intelligence, due diligence, strategic planning, and team leadership.

Laurie is pursuing a Doctorate in Organizational Leadership at the University of North Carolina at Chapel Hill. She holds an MLIS from Simmons University, a Paralegal Certificate from Boston University, and a BA in Writing, Literature, and Publishing from Emerson College. An active member and volunteer with Apra, Laurie also serves as a guide at the Saint Louis Art Museum (SLAM) and tutors in community literacy programs.

Tayler Rhoades Lee serves as the Director of Pipeline & Prospect Strategy for NC State University's College of Agriculture and Life Sciences, bringing nine years of experience to her role in Higher Education Advancement.  Tayler provides insights on College strategy and initiatives, special projects, campaign planning, and goal setting. She is responsible for developing and managing comprehensive prospect pipelines for the University's largest fundraising team, which contributed over $478 million to the university's last goal of $2 billion. She also served as a subject matter expert during the University's recent CRM conversion and currently serves on the CRM optimization steering committee, as NC State prepares for its next capital campaign.

Sarah Luckey is the Senior Associate Director, Prospect Development at The Ohio State University. She has been with Ohio State since 2012, during that time she has served on both the prospect research and prospect management sides of her team. Sarah is passionate about strategic data use, collaborative pipeline building, and empowering frontline fundraisers. She is fortunate to work with an amazing team of prospect development professionals. Sarah holds a Master’s degree in Public Administration from The Ohio State University and a Bachelor’s degree from the University of Mount Union. She resides in Dublin, Ohio with her husband and twin daughters.

Cynthia Mikimoto serves as Associate Director of Prospect Management at Caltech, where she partners with development officers to ensure their portfolios remain accurate, current, and strategically aligned. Cynthia plays an active role in onboarding new team members, and continues to meet regularly with frontline fundraisers to serve as their strategic partner. Collaborating with the information services team, she works to provide insights and the story within the data for fundraisers. Ms. Mikimoto brings more than 20 years’ experience in prospect management, prospect research, leadership briefings, donor relations and event management. At Caltech, she has implemented automations related to portfolio review notifications, list reviews and stage management. She has co-presented on the critical collaboration between fundraisers and prospect development at conferences in 2023 and 2024. In recognition of her leadership and contributions to the field, Cynthia was elected president of Apra’s California chapter, CARA, in 2025. She received her undergraduate degree in psychology from Loyola Marymount University.  

Cal Sturgeon is the assistant director, prospect development at City of Hope. They joined the hospital after serving a decade at the Washburn University Alumni Association and Foundation, where they modernized the prospect development shop through innovative research and scoring techniques, portfolio optimization, and data analytics. Sturgeon has also created better communication channels with front-line fundraising staff, leading to higher fundraising outcomes.

Sturgeon is an active member of Apra. They currently proudly serve on the Board of Directors. Previously, they served on the content planning committee for Apra International, as the communication chair of the Apra Midwest conference planning committee, and as the communication director on the Apra Missouri/Kansas board. Sturgeon was accepted to present at several Apra and MIAA Advancement conferences.