Recordings

Past conference sessions and webinar recordings make it easy for you to reference learnings from over the years. Stay on top of industry trends and changes by exploring these resources.

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  • Contains 1 Component(s)

    December is known as National Giving Month for good reason. More than 30% of giving takes place at the end of the year, with Giving Tuesday as an official kick-off. How do you make the most of this critical fundraising season? During our upcoming webinar with APRA, we’ll look at trends that could influence your fundraising and the benefits of expanding donor research across more sources beyond public records, including: -News and company information to help identify corporate donors whose environmental, social or governance (ESG) commitments align with your mission; -Company and executive data, including foundation information, for building executive lists for targeted engagement campaigns; -Wealth indicators to match donation requests to individuals’ priorities and propensity to give; -News and legal information to conduct donor due diligence to protect your organization from reputational damage; -Job histories, education backgrounds, memberships, and affiliations to capture a more complete view of prospective and current donors so you can personalize fundraising appeals; and -Donor profiles featuring visualizations to help you spot critical information faster.

    December is known as National Giving Month for good reason. More than 30% of giving takes place at the end of the year, with Giving Tuesday as an official kick-off. How do you make the most of this critical fundraising season?

    During our upcoming webinar with APRA, we’ll look at trends that could influence your fundraising and the benefits of expanding donor research across more sources beyond public records, including:

     -News and company information to help identify corporate donors whose environmental, social or governance (ESG) commitments align with your mission;

    -Company and executive data, including foundation information, for building executive lists for targeted engagement campaigns;

    -Wealth indicators to match donation requests to individuals’ priorities and propensity to give;

    -News and legal information to conduct donor due diligence to protect your organization from reputational damage;

    -Job histories, education backgrounds, memberships, and affiliations to capture a more complete view of prospective and current donors so you can personalize fundraising appeals; and

    -Donor profiles featuring visualizations to help you spot critical information faster.

    Brett Herzog

    Senior Product Manager

    LexisNexis

    Brett Herzog is a seasoned product development and technology professional – having served at industry-leading companies such as Thomson Reuters, Follett Corporation, and LexisNexis for the past 20 years. He brings a unique perspective to his role (product leader for Nexis® for Development Professionals) based on his experience working on the client and vendor side in legaltech, edtech, and most recently in non-profit and faith-based markets. He lives in Greenville, SC with his wife where they have become obsessed with pickleball as they transition to empty-nesters.

    Margaret Hart

    Customer Success Manager

    LexisNexis

    Margaret Hart has worked with thousands of philanthropic organizations, academic institutions, and businesses during her tenure at LexisNexis. As a Client Success Manager, she combines the knowledge gained as a prospect researcher and non-profit development officer, with an understanding of how development professionals need to use information to maximize donations and nurture relationships.

  • Contains 1 Component(s)

    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.

  • Contains 1 Component(s)

    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.

    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.

  • Contains 1 Component(s)

    The folx at Oregon Food Bank (OFB) are thinking a bit differently about their philanthropy approach as they decenter money and center love and equity. Historic performance metrics can influence if relationship managers remain in harmful relationships, feel valued/seen in their work, or stay in philanthropy at all. Hear from a small shop and caused-based organization about their methodology that has informed their donor prospecting, is transforming their fundraising to make it accessible to diverse fundraisers, and how they’re measuring love.

    The folx at Oregon Food Bank (OFB) are thinking a bit differently about their philanthropy approach as they decenter money and center love and equity. Historic performance metrics can influence if relationship managers remain in harmful relationships, feel valued/seen in their work, or stay in philanthropy at all. Hear from a small shop and caused-based organization about their methodology that has informed their donor prospecting, is transforming their fundraising to make it accessible to diverse fundraisers, and how they’re measuring love.

    Melissa Yale

    Prospect Research Developer

    Oregon Food Bank

    Melissa Yale (she/her/hers) is a Prospect Research and Management Developer. She has been in prospect development for 4 years and at Oregon Food Bank (OFB) for 8 years. Prior to joining the prospect development team, she was a frontline fundraiser working with affinity groups to coordinate and manage large annual fundraisers. She was a mechanical engineer developing technology consumer products for 14 years and earned her MBA from Portland State University before finding a profession that fit her purpose.

    Her work at OFB has allowed her to take the systems approach from engineering and apply it to evaluating supporters’ potential, allowing for the creation of new processes and evaluation tools while keeping the bigger picture of community centric philanthropy in mind. Plus, she loves data, making it engaging for all, and figuring out how we can use it to inform decisions.

    A 20 year Oregon transplant, Melissa enjoys spending time at the theater as a volunteer usher, growing tomatoes, cooking experiments, and planning for the next travel adventure around the Pacific Northwest when her parents visit.

    Brandon Baez

    Assistant Manager Prospect Research & Management

    Oregon Food Bank

  • 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
  • Contains 1 Component(s)

    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 1 Component(s)

    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 1 Component(s)

    From 2020-2021 the Prospect Development shop at the University of Washington made a significant shift in our approach to portfolio consultations. Catalyzed by a confluence of forces including a staffing shortage, a pandemic, remote work, and an upcoming CRM transition, the Prospect Management team reimagined these meetings in powerful and effective ways. In partnership with frontline fundraisers we re-focused how we meet the diverse and specific needs of our fundraising teams--without overloading PD staff. In the process we have opened doors to the deeper, forward-looking strategic value we can provide as prospect development partners. In this session we will cover our journey from portfolio reviews to portfolio consultations, as well as how we are intentionally developing a shared language with our fundraisers and our ongoing work to position ourselves as true strategic partners.

    From 2020-2021 the Prospect Development shop at the University of Washington made a significant shift in our approach to portfolio consultations. Catalyzed by a confluence of forces including a staffing shortage, a pandemic, remote work, and an upcoming CRM transition, the Prospect Management team reimagined these meetings in powerful and effective ways. In partnership with frontline fundraisers we re-focused how we meet the diverse and specific needs of our fundraising teams--without overloading PD staff. In the process we have opened doors to the deeper, forward-looking strategic value we can provide as prospect development partners. In this session we will cover our journey from portfolio reviews to portfolio consultations, as well as how we are intentionally developing a shared language with our fundraisers and our ongoing work to position ourselves as true strategic partners.

    Lindsay Welliver

    Sr. Research Strategist

    University of Washington

    A Sr. Research Strategist with the University of Washington, Lindsay entered the prospect development field in 2009 as an assistant and prospect researcher with Children’s Hospital Los Angeles Foundation. In 2013 Lindsay moved back home to the Northwest, joining the University of Washington Prospect Development team as a research strategist. Lindsay now partners with a large team of UW Medicine major gift officers on prospect intelligence of all kinds, including identification, qualification, strategy, portfolio optimization, and analysis. In addition, Lindsay currently serves as VP/Treasurer of Apra-NW (2017-2023), is a professional actor, and has the distinction of being a proud 2nd-place Jeopardy! alum.

    Lana Harvey

    Sr. Research Strategist

    University of Washington

  • Contains 1 Component(s)

    How did the LSU Foundation take our perspective on performance metrics from an annual meeting with the mysterious man behind the curtain to daily-use management insights accessible at the click of a heel? Join Jordan Jopling, Senior Director of Development, and Jessica O’Connor, Senior Director Prospect Development, on a 15-month journey building a suite of tools that brought our team and individual performance indicators into full color - portfolio engagement, regional activity, pipeline building, and peer-group based quartiles. Whether you’re looking for a heart, brains, or courage to take the next step into actionable data insights, attendees will takeaway insights on building reports that inform multiple audiences, choosing your key fundraiser performance indicators, and more!

    How did the LSU Foundation take our perspective on performance metrics from an annual meeting with the mysterious man behind the curtain to daily-use management insights accessible at the click of a heel? Join Jordan Jopling, Senior Director of Development, and Jessica O’Connor, Senior Director Prospect Development, on a 15-month journey building a suite of tools that brought our team and individual performance indicators into full color - portfolio engagement, regional activity, pipeline building, and peer-group based quartiles. Whether you’re looking for a heart, brains, or courage to take the next step into actionable data insights, attendees will takeaway insights on building reports that inform multiple audiences, choosing your key fundraiser performance indicators, and more!

    Jessica Weimer O'Connor

    Senior Director Prospect Development

    LSU Foundation

    A graduate of Louisiana State University's Manship School of Mass Communication, Jessica O’Connor began her tenure at the LSU Foundation after being in the communications industry for over 12 years.

    As Senior Director of Prospect Development, Jessica works closely between Advancement Services and Development to provide robust pipeline insights, nimble prospect identification and hands-on portfolio management in pursuit of LSU's $1.5 billion Fierce for the Future campaign, the largest and most far-reaching advancement campaign ever initiated for higher education in the history of Louisiana.

    Prior to her work with non-profit fundraising, Jessica enjoyed nearly a decade  with Louisiana Business Inc. --  local multi-media publisher -- where she lead the Audience Development team through a transformational review of industry practices to grow revenue sources and circulation, drawing on expertise in brand standards, concierge-model customer support, data aggregation and project management. 

    When not emerged in lists and data, Jessica's right-brain-pursuits include calligraphy and hand lettering, advising the LSU Delta Gamma recruitment team and leadership development in the Junior League of Baton Rouge.

  • Contains 1 Component(s)

    University of Washington is undertaking a CRM conversion project, slated to go live in 2023. Prospect Development was the first area to define business requirements, which then paved the way for re-building reports, creating end-user trainings, and, most importantly, getting the PD team ready to go when the conversion becomes real. Jess will share lessons learned from this huge lift.

    University of Washington is undertaking a CRM conversion project, slated to go live in 2023. Prospect Development was the first area to define business requirements, which then paved the way for re-building reports, creating end-user trainings, and, most importantly, getting the PD team ready to go when the conversion becomes real. Jess will share lessons learned from this huge lift.

    Jessica Balsam

    Senior Director, Prospect Management

    University of Washington;

    Jessica is the Senior Director, Prospect Development at the University of Washington. She and her team of research strategists and prospect management strategists just closed out a ten year, $6.3B campaign. She is past president of Apra-NW and is the 2016 recipient of the Apra Distinguished Service Award.