Plug In to Due Diligence
Includes Multiple Live Events. The next is on 11/06/2024 at 11:00 AM (EST)
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- Non-member - $475
- Professional Member - $340
- Associate Member - $340
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Plug In to Due Diligence at Apra's annual virtual two-day event, November 6 and 7. This year's event spotlights the critical role of due diligence in prospect development, offering an array of sessions that will sharpen your skills and expand your toolkit.
Over two days of flexible learning, you'll dive deep into:
- Crafting robust due diligence policies
- Harnessing cutting-edge technologies for donor vetting
- Navigating ethical challenges in prospect research
- Leveraging AI and machine learning to revolutionize your practices
Connect with fellow professionals, gain actionable insights, and stay ahead of emerging trends in our rapidly evolving field. Whether you're new to due diligence or looking to refine your approach, this event is your gateway to excellence in prospect development.
Mark your calendars for November 6-7 and prepare to Plug In!
Click the contents tab above for more details about the agenda.
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Welcome and Logistics
11/06/2024 at 11:00 AM (EST) | 15 minutes
11/06/2024 at 11:00 AM (EST) | 15 minutes
Join us for a welcome from Apra Volunteers, followed by a brief logistics overview before the start of our first session at 10:15 AM CT.
Developing a Due Diligence Policy Process
11/06/2024 at 11:15 AM (EST) | 45 minutes
11/06/2024 at 11:15 AM (EST) | 45 minutes
This practical session will guide participants through the process of creating a comprehensive due diligence policy for their organization. We'll cover key components, stakeholder buy-in, and strategies for successful implementation and ongoing refinement.
Speakers:
- Courtney Cutler, Due Diligence Specialist, Stanford University
- Molly Johnson, Senior Director of Prospect Development, Massachusets Institute of Technology
Tools and Techniques for Effective Due Diligence
11/06/2024 at 12:15 PM (EST) | 45 minutes
11/06/2024 at 12:15 PM (EST) | 45 minutes
Discover how to leverage specialized due diligence platforms and cutting-edge tools to enhance your vetting processes. We’ll explore practical techniques and share insights from the Apra Toolkit to help you efficiently assess potential donors and mitigate risks. Whether you’re new to due diligence or looking to refine your approach, this session will provide you with actionable strategies to make your due diligence practices more effective and streamlined.
Foundations of Due Diligence in Prospect Development
11/06/2024 at 2:00 PM (EST) | 45 minutes
11/06/2024 at 2:00 PM (EST) | 45 minutes
Explore the essential role of due diligence in prospect development with our session. Dive into Apra's Due Diligence Toolkit and discover how to effectively vet and screen potential donors to protect your organization's reputation.
Red Flags: Identifying and Assessing Potential Risks, Ethical Considerations in Due Diligence
11/06/2024 at 3:00 PM (EST) | 45 minutes
11/06/2024 at 3:00 PM (EST) | 45 minutes
This session will focus on recognizing warning signs during the vetting process. We'll cover common red flags in financial, legal, and reputational areas, and discuss how to evaluate their significance for your organization.
International and Advanced Due Diligence
11/07/2024 at 11:00 AM (EST) | 45 minutes
11/07/2024 at 11:00 AM (EST) | 45 minutes
This session will explore the unique challenges of conducting due diligence across international borders, including navigating diverse legal landscapes and cultural differences. Learn best practices for evaluating prospective donors from different countries, ensuring compliance with both local and international regulations. Gain practical insights on overcoming common obstacles and implementing effective due diligence strategies that maintain the integrity and reputation of your nonprofit on a global scale.
Speakers:
Kerry Rock and Maria Jornet Escuer, Prospecting for Gold
Collaborative and Organizational Approaches to Due Diligence
11/07/2024 at 12:00 PM (EST) | 45 minutes
11/07/2024 at 12:00 PM (EST) | 45 minutes
This session is designed to enhance your nonprofit’s due diligence practices through strategic collaboration and policy development. Learn how to effectively work with other departments to integrate due diligence into your organization’s processes. Discover best practices for involving your board in due diligence efforts and gain insights into developing and implementing a comprehensive due diligence policy. This session will provide you with practical strategies for fostering cross-departmental cooperation and ensuring robust, organization-wide due diligence.
Practical Applications of AI in Prospect Development
11/07/2024 at 1:45 PM (EST) | 45 minutes
11/07/2024 at 1:45 PM (EST) | 45 minutes
Discover how AI can revolutionize prospect identification, enhance stewardship and outreach efforts, and integrate seamlessly into your CRM system. We will examine real-world use cases and provide practical guidance on leveraging AI to optimize your prospect development processes. Whether you're new to AI or looking to expand its application in your work, this session will equip you with actionable insights and strategies to harness AI effectively for your nonprofit's success.
Due Diligence: Looking Ahead
11/07/2024 at 2:45 PM (EST) | 45 minutes
11/07/2024 at 2:45 PM (EST) | 45 minutes
This panel session will provide a forward-looking perspective on the evolving landscape of due diligence practices. Examine the emerging trends and technologies that are shaping the field, including the role of artificial intelligence and other innovations. Discover how these advancements can enhance your due diligence processes and address potential challenges. Join us for an insightful discussion on the future directions of due diligence, and gain practical strategies to stay ahead in an ever-changing environment.
Panelists:
- Kevin Vaughn, Research Analyst, Department of Development, University of Notre Dame
