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.

Recordings

  • Prospect Pools: Diving Into the Deep End

    Product not yet rated Contains 1 Component(s) Recorded On: 09/15/2021

    What do you do when gift officers come to you looking for new prospects? At VCU new leadership charged the prospect research teams with creating self-serve discovery pools that gift officers could come to when they needed fresh prospects. Having a prospect pool creates a pipeline for your gift officers that is continually refreshed and doesn’t require responding piecemeal to individual requests. Attendees of this session will learn how these two institutions developed and organized their prospect pools. Researchers from both institutions will discuss how to ensure data quality, accurate tracking of prospects through the pipeline, and a steady flow of new prospects. Learn from experienced researchers about the opportunities and challenges of creating a prospect pool for your gift officers. This webinar is worth (1) CFRE point.

    What do you do when gift officers come to you looking for new prospects? At VCU new leadership charged the prospect research teams with creating self-serve discovery pools that gift officers could come to when they needed fresh prospects. Having a prospect pool creates a pipeline for your gift officers that is continually refreshed and doesn’t require responding piecemeal to individual requests. Attendees of this session will learn how these two institutions developed and organized their prospect pools. Researchers from both institutions will discuss how to ensure data quality, accurate tracking of prospects through the pipeline, and a steady flow of new prospects. Learn from experienced researchers about the opportunities and challenges of creating a prospect pool for your gift officers.

    This webinar is worth (1) CFRE point. 

    Benjamin Bromely

    Associate Director of Prospect Research

    Virginia Commonwealth University

    Ben Bromley is the Associate Director of Prospect Research at Virginia Commonwealth University, a position he has held since November 2019. Prior to that, he was the Assistant Director of Prospect Research, a Development Research Analyst at VCU, a State Records Archivist at the Library of Virginia, and a Public Services Archives Specialist at the College of William & Mary. He holds a BA in History and Religious Studies from the College of William & Mary and a MSIS from the University of North Carolina at Chapel Hill.

    Adrienne Robertson

    Senior Prospect Research Analyst

    Virginia Commonwealth University

    Adrienne Robertson is a Senior Prospect Research Analyst at Virginia Commonwealth University, a position she has held since March 2018. Prior to that, she was a museum educator at The Library of Virginia and Henricus Historical Park, as well as managing the lumber department at Lowes. She received a BA in History and Women’s Studies from Furman University and an MA in American History from the University of Richmond. She recently received a Certificate in Nonprofit Management from The L. Douglas Wilder School of Government and Public Affairs at VCU. 

  • Apra Partner Webinar: Why Feature Engineering is Vital for AI

    Product not yet rated Contains 1 Component(s) Recorded On: 09/08/2021

    Machine learning & AI can be powerful tools for enabling data-driven fundraising, but they can also be incredibly complex. Join Windfall’s Arup Banerjee for a deep dive into feature engineering. In this session, Arup will examine the nuances of machine learning models and the important role that feature engineering plays. Hosted with APRA, this session explores: • How machine learning helps nonprofit organizations • What feature engineering is and how you can leverage it • Important advantages, drawbacks, and gotchas around feature engineering • Simple steps to leverage feature engineering today • How to implement machine learning models This webinar is worth (1) CFRE point.

    Machine learning & AI can be powerful tools for enabling data-driven fundraising, but they can also be incredibly complex. 

    Join Windfall’s Arup Banerjee for a deep dive into feature engineering. In this session, Arup will examine the nuances of machine learning models and the important role that feature engineering plays.  

    Hosted with APRA, this session explores:
    • How machine learning helps nonprofit organizations
    • What feature engineering is and how you can leverage it
    • Important advantages, drawbacks, and gotchas around feature engineering
    • Simple steps to leverage feature engineering today 
    • How to implement machine learning models

    This webinar is worth (1) CFRE point.

    Arup Banerjee

    CEO

    Windfall

    Arup Banerjee is the CEO and Co-Founder of Windfall, a data company that helps nonprofits identify, understand, and engage the affluent. Arup has over 15 years of experience building data-related technology companies. Prior to Windfall, Arup served as SVP, Product at Radius, a B2B predictive marketing company that raised over $125 million. Earlier in his career, Arup helped build out technical infrastructure and analytics frameworks at GoodData, a cloud-based business intelligence company based out of San Francisco. Arup holds degrees in Computer Science and Economics from Duke University and an MBA from the Haas School of Business, UC Berkeley

    Chris Ferraioli

    Staff Data Scientist

    Windfall

    Chris has been at Windfall since May 2020, where he is a Staff Data Scientist. Much of his time is dedicated to developing machine learning models to help Windfall's customers meet their goals. Chris now lives in the Bay Area, but grew up in New Jersey and has lived in various places in between New York and DC. Before Windfall, he was employed in a variety of different fields including chemistry, nuclear physics, and autonomous vehicles.

  • Reputational Risk Research Tools

    Product not yet rated Contains 1 Component(s) Recorded On: 08/23/2021

    Prior to her work in higher education, Mary spent several years working for one of America's leading background screening firms, HireRight. As an industry expert, she will offer practical tips and training for how to complete public records searches in-house. The session will include an overview of the complex court structure in the U.S., as well as a live demonstration of how to perform online court record searches and analyze sample cases. Attendees will be able to identify opportunities to expand their existing research products with free resources for public records data. This webinar is worth (1) CFRE point.

    Prior to her work in higher education, Mary spent several years working for one of America's leading background screening firms, HireRight. As an industry expert, she will offer practical tips and training for how to complete public records searches in-house. The session will include an overview of the complex court structure in the U.S., as well as a live demonstration of how to perform online court record searches and analyze sample cases. Attendees will be able to identify opportunities to expand their existing research products with free resources for public records data.


    This webinar is worth (1) CFRE point.

    Mary Kiolbasa

    Director of Research Project, Development and Alumni Relations

    Vanderbilt University

    Mary Kiolbasa is the director of the Research Projects team in the Development and Alumni Relations department at Vanderbilt University. This team identifies potential donors to Vanderbilt University, primarily determining the donor capacity of undergraduate parents. Mary manages other special projects and is a subject matter expert in public records research. 

    Mary began her career with Vanderbilt in June 2015 as a research specialist. Previously, she was a research analyst in the executive intelligence division at HireRight (formerly Kroll Background America), an international background screening company where she performed in-depth investigations and case management. She held a private investigator license with the Tennessee Private Investigator and Polygraph Commission from 2012 to 2015.

    Mary received a B.A. in creative writing and classics from Knox College and an MFA in writing from the School of the Art Institute of Chicago.

  • Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare

    Product not yet rated Contains 1 Component(s) Recorded On: 07/29/2021

    ​Many hospitals and healthcare organizations are beginning to explore how to more authentically represent the communities and patients they serve. This includes examining fundraising practices with the goal of becoming more inclusive and welcoming to a variety of donors. As such, how to meaningfully incorporate principles of diversity, equity, and inclusion has become an increasingly significant question for prospect researchers. Prospect researchers at healthcare institutions have many opportunities to drive change in fundraising practices at their organizations in this area. At the same time, to make progress, healthcare fundraising shops and prospect researchers must be prepared to tangle with tough questions and issues.

    Many hospitals and healthcare organizations are beginning to explore how to more authentically represent the communities and patients they serve. This includes examining fundraising practices with the goal of becoming more inclusive and welcoming to a variety of donors. As such, how to meaningfully incorporate principles of diversity, equity, and inclusion has become an increasingly significant question for prospect researchers. Prospect researchers at healthcare institutions have many opportunities to drive change in fundraising practices at their organizations in this area. At the same time, to make progress, healthcare fundraising shops and prospect researchers must be prepared to tangle with tough questions and issues.

    This session will review strategies and ideas for incorporating diversity, equity, and inclusion principles in prospect development practices at healthcare organizations. It will examine:
    • diversifying donor pools and boards
    • refining research and portfolio management tactics to address unconscious bias
    • benchmarking and goalsetting 

    This session will also highlight and discuss some of the challenges encountered by prospect researchers in healthcare fundraising shops in diversity, equity, and inclusion work, as well as potential approaches for managing these challenges. This includes:
    • acknowledging the larger context that fundraising is taking place in, including understanding the historic distrust of healthcare institutions among certain populations
    • defining prospect research's role in organizational change
    • navigating privacy laws and the ethical collection and storage of data

    This webinar is worth (1) CFRE point.

    Kristal Enter

    Massachusetts General Hospital

  • PD 2021 Conference Highlights Bundle

    Product not yet rated Contains 10 Product(s)

    Get 10 of the most popular sessions from the Prospect Development 2021, on a variety of topics.

    Get 10 of the most popular sessions from the Prospect Development 2021, on a variety of topics.

    Leadership in Diversity, Equity, & Inclusion: My Experience as a Case Study
    The Fundraiser Scorecard: Simple, Effective Fundraising Metrics
    Starting from Scratch: Building Thirty Portfolios in Six Weeks
    Meetings that Matter: Driving Fundraising Success through Deliberate Planning
    The Metrics Gambit: Developing a Culture of Accountability During a Strategic Pivot
    Creating a Cultural Shift: 7 Steps to Elevating Prospect Research and Data-Driven Decisions to Achieve Fundraising Goals
    Modernizing Moves Management with Data Visualization
    The Great Balancing Act: How to run a database screen when you're a shop of one
    Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare
    Chasing Alpha with SEC Data
  • The Metrics Gambit: Developing a Culture of Accountability During a Strategic Pivot

    Product not yet rated Contains 1 Component(s) Recorded On: 07/29/2021

    ​In the midst of global uncertainly, how did LSU rearrange the board -- rebuilding metrics and unveiling new portfolios -- while retaining talent and reinforcing a culture of accountability?

    In the midst of global uncertainly, how did LSU rearrange the board -- rebuilding metrics and unveiling new portfolios -- while retaining talent and reinforcing a culture of accountability?

    Within a year of launching new development metrics, the LSU Foundation faced a critical need to reset fundraising priorities and execute a total organizational restructure. Leadership across Development, Advancement Services and Talent Management collaborated on an unprecedented strategy we hoped would result in a more advantageous position for transformational fundraising at LSU.

    Join the LSU Foundation’s Vice President for Development and Senior Director for Prospect Development to learn more about determining what to measure across varying portfolio types, setting consistent expectations around all metrics, working with fundraisers to self-set proposal goals and making data-driven adjustments along the way.

    This webinar is worth (1) CFRE point.

    Jessica Weimer O'Connor

    LSU Foundation

    Krista Allen Raney

    LSU Foundation

  • Get in the Driver's Seat: Defining and Promoting Your Role as a Leader in Prospect Development

    Product not yet rated Contains 1 Component(s) Recorded On: 07/29/2021

    You know the importance of prospect development and the value it brings to a development team, but does everyone outside the prospect development team know it, as well? As prospect development professionals, we have opportunities every day to showcase our skills and present real results but what is the best way to do this? How can we move the needle on our impact within our development teams while also growing as leaders? Join me to hear lessons I've learned while leading small and large-ish teams in both higher ed and a national cause-based organization.

    You know the importance of prospect development and the value it brings to a development team, but does everyone outside the prospect development team know it, as well? As prospect development professionals, we have opportunities every day to showcase our skills and present real results but what is the best way to do this? How can we move the needle on our impact within our development teams while also growing as leaders? Join me to hear lessons I've learned while leading small and large-ish teams in both higher ed and a national cause-based organization.

    This webinar is worth (1) CFRE point.

    Beth Trammell Inman

    Colby College

  • Apra Talks: Communication Can be Hard. Words are Important.

    Product not yet rated Contains 1 Component(s) Recorded On: 07/29/2021

    ​Apra Talks began in the style of TED Talks, with industry specialists sharing their expert opinions. As we discovered a difference in outlooks during these talks, this conference session was shifted into Apra Debates. In both sharing professional judgment and debating the merits of something we believe in, there’s still one common theme we continue to see: communication can be hard and words are important.

    Apra Talks began in the style of TED Talks, with industry specialists sharing their expert opinions. As we discovered a difference in outlooks during these talks, this conference session was shifted into Apra Debates. In both sharing professional judgment and debating the merits of something we believe in, there’s still one common theme we continue to see: communication can be hard and words are important. This year’s Apra Talks will seek to inform and spark conversation on three topic areas where our words sometimes get in the way:

    Topic 1: Updating Problematic Terminology
    Updating problematic terminology helps cultivate a more welcoming and inclusive work environment. The language we use shapes how we view our donors, our missions and ourselves.

    Topic 2: Establishing Common Definitions
    Establishing common definitions and terminology improves our ability to benchmark and share ideas that can advance our industry. Shared global terminology that is collaborative and standardized helps us all to work together, track our progress, compare results, and create sustainable processes that will move our industry and our organizations forward.

    Topic 3: Positioning and Branding
    Positioning and branding encourages the behaviors you seek and help you get the results you desire. 

    Cara Giacomini

    Chief Research and Data Officer

    CASE

    Cara Giacomini is the new Chief Research & Data Officer for the Council for Advancement and Support of Education. In this role, she leads CASE’s AMAtlas initiative—a primary resource and service provider for data, benchmarking, analytics and original research to the educational advancement community worldwide, launched by CASE in 2018. Before starting at CASE this August, Cara spent 20 years at the University of Washington, most recently as the Director of Advancement Analytics. In University Advancement, she was instrumental in building a strong data culture where she improved donor outcomes at all levels and pioneered efforts to build infrastructure and expertise in digital analytics. She received her PhD in English and Textual Studies from the University of Washington in 2003.

    Patricia (Suzi) Elzie-Tuttle

    MLIS

    UC Berkeley

    Paul Wiklanski

    Senior Associate Director of Prospect Development

    University of Michigan

    Paul Wiklanski is the Senior Associate Director of Prospect Development at the University of Michigan and is a visionary thought-leader who encourages change management with executive teams and organizations. A problem-solver who leverages analytics, creativity, and experience to develop actionable and compelling strategic insight. A leader who delivers results and empowers the success of his team. In his current role as the Senior Associate Director of Prospect Development - University of Michigan; Paul is dedicated to increasing frontline fundraiser effectiveness by integrating information and fundraising intuition. He is focused on improving fundraiser user experience with available data; visualizing that data and transforming it into actionable insights and amplifying donor-centric practices. He is the former president of APRA - Michigan and currently a member of the APRA Advocacy Committee. Paul has previously held positions in Marketing and Annual Giving with the university. Prior to joining Michigan Paul worked in the corporate sector with an emphasis on international markets.

  • Leadership in Diversity, Equity, & Inclusion: My Experience as a Case Study

    Product not yet rated Contains 1 Component(s) Recorded On: 07/29/2021

    During the Summer of 2020 my organization took the cues of social change and decided to focus more on diversity and inclusion, primarily, centering the Black and Latinx experience. We later had a nationally broadcasted controversy around race. I led the charge in focusing portfolios and analytics around ethnicity and race to determine how we engaged our BIPOC constituents while simultaneously chairing the University Relations (Advancement) division's Diversity and Inclusion Taskforce. Here's how it went.

    During the Summer of 2020 my organization took the cues of social change and decided to focus more on diversity and inclusion, primarily, centering the Black and Latinx experience. We later had a nationally broadcasted controversy around race.  I led the charge in focusing portfolios and analytics around ethnicity and race to determine how we engaged our BIPOC constituents while simultaneously chairing the University Relations (Advancement) division's Diversity and Inclusion Taskforce.  Here's how it went.

    This webinar is worth (1.25) CFRE points.

    Sharise Harrison

    Santa Clara University

  • Want to be a Director? - Going from Researcher to Development Director

    Product not yet rated Contains 1 Component(s) Recorded On: 07/29/2021

    These days we are finding more and more Directors of Development coming from a research / data background. Learn from those that have done this, reasons why researchers may make great Directors, discover if this role is for you, and if so, what steps you can take to get there.

    These days we are finding more and more Directors of Development coming from a research / data background. Learn from those that have done this, reasons why researchers may make great Directors, discover if this role is for you, and if so, what steps you can take to get there. 

    This webinar is worth (1) CFRE point.

    Jason Briggs

    Consulting Partner, BWF Europe; Fellow, Halpin Partnership

    PyroTalks CIC