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

  • How Big Data Changed Your Donors’ Expectations, And What You Need To Do Now

    Contains 1 Component(s)

    Something changed our donors’ expectations over the last several years, and we as non-profits have been late to react. It's BIG DATA. Facebook, Amazon, and a growing number of successful companies have been able to leverage that data to hyper-personalize how they connect and engage with people. And those people are our donors. Now, our donors are expecting that same type of communication from the non-profits they support. Have you been able to make the pivot? It's critical that you jump on this trend, or you will be left seeming stale and out-of-date to the very people you are trying to engage. Join us as we discuss the changing landscape and expectations of donors and share insights into how you can personalize communication at scale for your organization to meet the changing expectations of your donors and prospects.

    Something changed our donors’ expectations over the last several years, and we as non-profits have been late to react. It's BIG DATA. Facebook, Amazon, and a growing number of successful companies have been able to leverage that data to hyper-personalize how they connect and engage with people. And those people are our donors. Now, our donors are expecting that same type of communication from the non-profits they support. Have you been able to make the pivot? 

    It's critical that you jump on this trend, or you will be left seeming stale and out-of-date to the very people you are trying to engage.  Join us as we discuss the changing landscape and expectations of donors and share insights into how you can personalize communication at scale for your organization to meet the changing expectations of your donors and prospects.

    This webinar is worth (1) CFRE point.

    Dawn Galasso

    Senior Enterprise Account Executive

    iWave

    With nearly a decade in the nonprofit technology space, Dawn specializes in providing her clients with the best and most innovative products available in the everchanging philanthropy space. Her love of all things data has focused her career in analytic technology, including working for WealthEngine for many years. She joined iWave at the beginning of 2020 to share their new state of the art technology that she knows will help her clients understand how to engage and leverage their database to get them to mission success more quickly. After all, what other industry measures success by how many great things we can do to help others and our world?

  • Mapping Strategies for Inclusive Prospect Development - PART I

    Contains 1 Component(s) Recorded On: 04/28/2021

    Prospect Development plays a critical role in fundraising. We see the big picture. We identify not only prospects, but patterns in constituent behavior. We utilize best practices to optimize portfolios and map strategies to enhance quantitative outcomes. But what happens when our best practices create awareness gaps that result in missed opportunity? And how do we respond to the imperative to shift our lenses and expand our repertoires to promote inclusion? We know that diversity, equity and inclusion is a better practice strategy. What may be more elusive is how to apply DEI to prospect development methodologies in tangible ways. This two-part webinar series will provide a step-by-step guide to imbed DEI principles across each of the Body of Knowledge domains. Participants will learn practical tips and tactics that build on industry core competencies to drive inclusive better practices for prospect development.

    Prospect Development plays a critical role in fundraising. We see the big picture. We identify not only prospects, but patterns in constituent behavior. We utilize best practices to optimize portfolios and map strategies to enhance quantitative outcomes. But what happens when our best practices create awareness gaps that result in missed opportunity? And how do we respond to the imperative to shift our lenses and expand our repertoires to promote inclusion?  

    We know that diversity, equity and inclusion is a better practice strategy. What may be more elusive is how to apply DEI to prospect development methodologies in tangible ways. This two-part webinar series will provide a step-by-step guide to imbed DEI principles across each of the Body of Knowledge domains. Participants will learn practical tips and tactics that build on industry core competencies to drive inclusive better practices for prospect development.

    This webinar is worth (1) CFRE point. 

    Chandra Montgomery

    Director, Health Sciences Prospect Development & Co-Chair, University Advancement DEI Council

    University of Southern California

    Chandra Montgomery is a veteran advancement strategist and certified diversity, equity, and inclusion (DEI) speaker and practitioner. Her background in philanthropy spans academic medicine, higher education, public media, and social services. She currently serves as chair of Apra’s Advocacy Committee and is a member of Apra’s DEI Committee. Additional commitment to Apra includes service as Membership Chair, PD Conference Planning Committee member, Apra VA Board of Directors, Relationship Management Body of Knowledge Committee, and MARC conference volunteer. She is also a member of CASE’s Minority Advancement Institute 2019 Cohort. Chandra has presented on DEI and philanthropy topics for CASE, Apra NY, Apra Carolinas, Apra MN, and Meeting of the Minds West.

    In addition to Apra, she is a member of AASP, CASE, African American Development Officers Network (AADO), Women of Color in Philanthropy (WOC), and the National Association of Diversity Officers in Higher Education (NADOHE). Chandra is co-chair of the University Advancement DEI Council at the University of Southern California where she is the director of pipeline and prospect development for Health Sciences. Prior to USC, she led prospect development teams at National Public Radio and Virginia Commonwealth University.

    Chandra holds a BA from Hampton University and is pursuing a master’s degree at USC’s Gould School of Law.

  • Creating an Analytics Program That is Right-Sized to Your Needs, Talent and Data

    Product not yet rated Contains 1 Component(s)

    A reality for many organizations is pursuit of analytics-driven by new data, technology or technical skills. This often results in creating something interesting, but not very impactful: it was created from excitement to innovate and not always aligned with organizational needs. In this session, we will explore an assessment approach that includes reviewing data structures and existing reports, stakeholder perceptions and needs and leadership vision that will help you develop and implement an analytics road map that’s right for your organization. Once true needs and capabilities are determined and prioritized, a road map to impactful and scalable analytics development can emerge and drive a thoughtful culture of adoption.

    A reality for many organizations is pursuit of analytics-driven by new data, technology or technical skills. This often results in creating something interesting, but not very impactful: it was created from excitement to innovate and not always aligned with organizational needs. In this session, we will explore an assessment approach that includes reviewing data structures and existing reports, stakeholder perceptions and needs and leadership vision that will help you develop and implement an analytics road map that’s right for your organization. Once true needs and capabilities are determined and prioritized, a road map to impactful and scalable analytics development can emerge and drive a thoughtful culture of adoption.

    This webinar is worth (1) CFRE point.

    This session is part of the Data Science Now 2020 Bundle

    Alexander Oftelie

    Senior Vice President, Decision Science

    BWF

    Alex Oftelie is a Senior Vice President of Decision Science. He oversees all analytics engagements, workshops and training and product implementation. His specific areas of expertise include predictive modeling, business impact analysis, survey design and sampling methodology, analytics training and analytics implementation. Prior to his work with BWF, Alex worked as a non-profit subject matter expert for IBM and advanced analytics consultant for Gallup. He is a recognized leader, speaker and trainer for CASE, AHP and Apra, and holds a Bachelor of Arts from St. Olaf College and a Masters of Public Affairs from the University of Minnesota.

    Charlene Harner

    Director, Development Services

    University Hospitals

  • 2020 Data Science Now Recordings Bundle

    Product not yet rated Contains 10 Product(s)

    Get 10 educational recordings including peer case studies that address all aspects of successful data science integration in development offices, including best practices, project design, resource utilization, and cutting edge applications.

    Get 10 educational recordings including peer case studies that address all aspects of successful data science integration in development offices, including best practices, project design, resource utilization, and cutting edge applications. Sessions include:

    • Fits Just Right: Creating an Analytics Program That is Right-Sized to Your Needs, Talent and Data
    • Case Studies: X Never Marks the Spot/Feedback
    • Pandemic Perspective: Early Indications and Long-Term Implications for the Data Science Profession
    • Building Revenue Forecasts When Your Assumptions No Longer Apply 
    • Case Studies: Roadmap to Enhanced RFM/Amazon SageMaker
    • Data Science Now Panel
    • Excel to R: Upgrade Your Skills and Improve Your Workflow<
    • Case Studies: NLP/Text Mining in Excel
    • Utilizing Data Analytics to Drive Campaign Planning & Beyond
    • Case Studies: Mapping in Power BI/Randomistas Deconstructed
  • 2020 Plug In to Campaigns Recordings Bundle

    Product not yet rated Contains 8 Product(s)

    Purchase the 2020 Plug In to Campaigns Recordings Bundle for nine educational recordings covering campaigns analytics and strategies.

    Purchase the 2020 Plug In to Campaigns Recordings Bundle for nine educational recordings covering campaigns analytics and strategies. Sessions include:

    • Ask the Ethicist Live: Due Diligence and Campaigns
    • Plug In to Campaigns: Prospect Development Driving Campaigns: Are you Ready to Steer?
    • Career Growth: Moving from Prospect Development to Campaign Roles (and Beyond!)
    • Future of Campaigns
    • Be at the Ready: Preparing Your Prospect Development Program for a Campaign
    • Lead the Way to Unlocking the Potential of Your Campaign Committee
    • Land of 1,000 Requests: Post-Campaign Reporting
    • The Importance of Innovation, Intentionality, and Risk in Virtual Engagement
    • The role of broad-based engagement and fundraising in campaign strategy
  • The Role of Broad-based Engagement and Fundraising in Campaign Strategy

    Product not yet rated Contains 1 Component(s) Recorded On: 11/06/2020

    Broad base engagement and fundraising has often been overlooked in the overall strategy and planning of large campaigns. Multi-year campaigns are great opportunities to develop pipeline strategies that ensure that in the decades to come an institution is well served by a strong base that moves new generations of donors into higher levels of engagement and giving. This panel will explore the ways broad-based operations contribute to campaigns as well as its unique role in developing micro-campaigns that have the power to bring greater awareness around the priorities and mission of an institution as well as galvanize constituents into action that help build lasting support.

    Broad base engagement and fundraising has often been overlooked in the overall strategy and planning of large campaigns. Multi-year campaigns are great opportunities to develop pipeline strategies that ensure that in the decades to come an institution is well served by a strong base that moves new generations of donors into higher levels of engagement and giving. This panel will explore the ways broad-based operations contribute to campaigns as well as its unique role in developing micro-campaigns that have the power to bring greater awareness around the priorities and mission of an institution as well as galvanize constituents into action that help build lasting support.

    This session is part of the Plug In to Campaigns Bundle.

    Tarek ElChaarani

    Director of Annual Giving & Business Intelligence

    McGill University

    Tarek ElChaarani is the Director of Annual Giving & Business Intelligence at McGill University, a relatively unique position that sits in two distinct departments (Annual Giving and Advancement Operations). He is currently responsible for the strategic conception and day-to-day management of McGill’s Annual Giving program, as well as the development, implementation and oversight of a comprehensive analytics and performance management program to support the strategic information needs of the various units within University Advancement. Tarek began his advancement career at McGill in 2008 and has held a variety of roles within Annual Giving and Business Intelligence since then, including those of a Phonathon Manager, Leadership Officer and BI Analyst. He earned his BSc from McGill University followed by his MBA from Concordia University.

    Erika Jordan

    Assistant Vice Chancellor, Alumni Relations & Constituent Engagement

    University of California Irvine

    As the assistant vice chancellor, alumni relations & constituent engagement, Erika Jordan serves as the chief alumni relations and engagement officer for the campus and plays a key role in providing leadership and strategic guidance to the Engagement & Annual Programs, UCI Alumni Association, alumni relations and Health Advancement pipeline. She is responsible for the overall management of the UCI Alumni Association, campuswide annual giving, Chancellor’s Club, the Parent Development & Engagement program, the Reunions program and leadership annual giving which includes a frontline team of gift officers. Prior to this role, Erika served as executive director, Engagement & Annual Programs and sr. executive director, alumni relations, Engagement & Annual Programs. She earned her bachelor’s degree from Howard University and executive masters in leadership from USC.

    Jennifer MacCormack

    Senior Director of Annual Philanthropy and Advancement Analytics

    University of Washington

    Jennifer MacCormack is the Senior Director of Annual Philanthropy and Advancement Analytics at the University of Washington. In her role, Jennifer is responsible for building strategies that lead to a robust base of philanthropic support and pipeline growth, bring data and analytical insights into fundraising and engagement decision making, and transform the way we build meaningful relationships with our constituents through digital pathways. Jennifer has worked more than 15 years in fundraising, prospect development and analytics. She served on the Board of Directors for Apra and has volunteered with CASE, AFP and Annual Giving Directors Consortium.

    Astria L. Smith

    Senior Executive Director for Annual Giving and Alumni Relations

    Southern Methodist University

    Astria L. Smith is the Senior Executive Director for Annual Giving and Alumni Relations at SMU. She provides strategic leadership and direction for efforts that engage, solicit and steward SMU alumni, parents, faculty, staff, students and friends. Her role allows her to integrate several areas of passion and expertise, including front-line fundraising, annual giving stewardship, multi-channel direct marketing, volunteer management and alumni engagement. Smith holds a bachelor’s degree from Baylor University and master’s degrees from both Amberton University and SMU. She began her development career at Methodist Children’s Home in Waco, TX before joining SMU in 2007. As a compliment to her 16 years in the development field, Astria shares her fundraising knowledge by volunteering in the community and has served as a presenter for several networks including CASE and AGN.

  • Lead the Way to Unlocking the Potential of Your Campaign Committee

    Product not yet rated Contains 1 Component(s) Recorded On: 11/05/2020

    An inspired and engaged campaign committee can set the pace and lead the way to campaign success. Conversely, despite best intentions, frustrated and underutilized volunteers can leave your campaign stumbling out of the starting blocks. Prospect Development is ideally positioned to develop and implement a key engagement strategy resulting in motivated volunteers, a more robust pipeline, and streamlined cultivation to solicitation timelines. This session will focus on successfully implementing this proven approach as well as identifying potential pitfalls to avoid in the process.

    An inspired and engaged campaign committee can set the pace and lead the way to campaign success. Conversely, despite best intentions, frustrated and underutilized volunteers can leave your campaign stumbling out of the starting blocks. Prospect Development is ideally positioned to develop and implement a key engagement strategy resulting in motivated volunteers, a more robust pipeline, and streamlined cultivation to solicitation timelines. This session will focus on successfully implementing this proven approach as well as identifying potential pitfalls to avoid in the process.

    This session is part of the Plug In to Campaigns Bundle.

    Mark DeFilippis

    Director of Prospect Development

    The Nature Conservancy

    Mark DeFilippis is the Director of Prospect Development at The Nature Conservancy where they just completed their $8 billion Our World Campaign.  His team focuses on pipeline development with emphasis on principal and strategic giving.  Prior to coming to the Conservancy in 2007, Mark spent 11 years at the University of Georgia leading the prospect research and prospect management office. He is a two-term Apra Board of Directors member, former officer of Apra-Georgia, and recipient of the Apra Distinguished Service Award.  Mark is a founding member of the Association of Advancement Services Professionals (AASP).  He earned a MEd from University of Georgia and BA History from Virginia Tech.

  • The Importance of Innovation, Intentionality, and Risk in Virtual Engagement

    Product not yet rated Contains 1 Component(s) Recorded On: 11/05/2020

    In March 2020, The Ohio State University, along with so many others, canceled all upcoming in-person events due to COVID-19. Learn how the Ohio State Advancement Events team quickly adjusted to the sudden need to engage virtually, and how lessons learned during this time can and will be applied beyond the pandemic.

    In March 2020, The Ohio State University, along with so many others, canceled all upcoming in-person events due to COVID-19. Learn how the Ohio State Advancement Events team quickly adjusted to the sudden need to engage virtually, and how lessons learned during this time can and will be applied beyond the pandemic.

    This session is part of the Plug In to Campaigns Bundle.

    Samantha Frost

    Senior Director of Alumni Experiences

    The Ohio State University

    Samantha Frost is the Senior Director of Alumni Experiences at The Ohio State University. In this role, Sam acts as a liaison to those who do engagement work across Ohio State’s many colleges/units while also leading the Advancement Events team, who serves as a center of excellence for event best practices and standards. Sam got her start in the event industry as the Event Manager at the Chicago Shakespeare Theater, shortly after completing a Master’s degree program at the University of Chicago in a completely unrelated discipline: English Literature! When she moved to Columbus in 2003 to join her extended family, she did a short stint in the for-profit world with Marriott, and then returned to her non-profit roots via an events position with Columbus’ Center of Science and Industry. She joined Ohio State as the Director of Advancement Events in 2013.

  • Utilizing Data Analytics to Drive Campaign Planning & Beyond

    Product not yet rated Contains 1 Component(s) Recorded On: 10/07/2020

    Join this case study presentation on data analytics driving campaign and organizational strategy. Learn about Marts & Lundy's methodology to determine campaign feasibility, and how Children's National utilized the results to prepare for a 2020 campaign launch. The session will also cover how they pivoted when COVID-19 hit.

    Join this case study presentation on data analytics driving campaign and organizational strategy. Learn about Marts & Lundy's methodology to determine campaign feasibility, and how Children's National utilized the results to prepare for a 2020 campaign launch. The session will also cover how they pivoted when COVID-19 hit.

    This webinar is worth (1) CFRE point.

    This webinar is part of the Data Science Now 2020 bundle.

    Meredith Chipman

    Senior Associate Director, Campaign

    Children's National Hospital Foundation

    Meredith Chipman is the Senior Associate Director, Campaign at Children's National Hospital Foundation. Meredith has worked at Children's National in a variety of roles over the last 8 years including Major Gifts, Principal Gift Stewardship, and Board and Leadership Engagement. In her current role, Meredith works directly with the Chief Operating Officer to strengthen organizational effectiveness, strategy and collaboration in preparation for a future fundraising campaign. She holds a bachelor's degree in telecommunications from the University of Florida.

    Brian Zive

    Analytical Solutions Consultant

    Marts & Lundy

    Brian Zive has been working in the fundraising industry since 1999. Throughout his career, Brian has combined his technical ability with his industry knowledge to bring fundraising data to life. Prior to joining Marts & Lundy as an Analytical Solutions consultant June 2016, he was the lead data analyst for Resource Development at Massachusetts Institute of Technology, where he provided analysis that helped MIT prepare for the launch of their Campaign for a Better World. From 2006 to 2012, Brian became an accomplished data analyst, report writer, and Raiser’s Edge administrator at Massachusetts General Hospital during their Campaign for the Third Century of MGH Medicine. Brian started his development career at his alma mater, Boston University. He earned a master’s degree in computer information systems, also from Boston University.

  • Data Science Now Panel

    Product not yet rated Contains 1 Component(s) Recorded On: 10/07/2020

    Putting the “now” in Data Science Now, this discussion will focus on the current environment prospect development professionals are facing. Panelists will explore the fundraising outlook, covering topics on impactful and actionable diversity and inclusion initiatives, staffing and hiring challenges, and being asked to do more with decreased resources.

    Putting the “now” in Data Science Now, this discussion will focus on the current environment prospect development professionals are facing. Panelists will explore the fundraising outlook, covering topics on impactful and actionable diversity and inclusion initiatives, staffing and hiring challenges, and being asked to do more with decreased resources.

    This webinar is worth (1) CFRE point.

    Barron Cato

    Associate Director of Advancement Data Science

    University of Washington

    Barron Cato is Associate Director of Advancement Data Science at the University of Washington. His 20+ years in non-profit development work has focused on fundraising, prospect research, and analytics. Barron has served on the Northwest Development Officers Association Board (NDOA), the Apra Data Analytics Symposium Committee and as chair of the Apra Awards Committee. He currently serves on the Apra International Board and is board liaison to Apra's Data Science Committee. Barron has presented on prospect research and analytics at NDOA, UW fundraising certificate courses, Apra-NW, Apra Data Analytics Symposium, Apra OverDrive, and contributed to Apra Connections. Barron received the Apra Margret Furhy Award in 2014. 

    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.

    Lawrence Henze

    Principal Consultant

    Blackbaud Target Analytics

    Lawrence Henze is the Analytics Architect, Senior Principal Consultant for Blackbaud Target Analytics. During his career at Blackbaud, he has worked with nonprofits, colleges and universities in both consultative sales and consulting roles to encourage and facilitate the use of predictive analytics and related tools to promote fundraising success. Before joining Blackbaud, Lawrence founded Core Data Services, a groundbreaking analytics approach to fundraising, in 1998. (Blackbaud purchased Core Data in 2001, creating Blackbaud Analytics). Lawrence’s experience as a development officer at Carroll University (WI), the University of Wisconsin Foundation (Madison), and the University of Dayton provided the understanding and motivation to use statistics to challenge fundraising axioms and create data-driven solutions. 

    Tam Huynh

    Senior Associate Director of Prospect Research and Analysis

    Colby College

    Emma Hinke

    Director of Data Science

    BWF

    Emma L. Hinke is a director of data science with BWF specializing in analytics and implementation. She provides prospect development consulting, research and analytics training, and counsel in performance metrics and portfolio optimization. Prior to joining BWF, Emma was the lead data scientist in prospect development for Johns Hopkins University, where she worked with development leadership and fundraising units to create analytical solutions that add strategic value to fundraising operations.

    Emma is a recognized leader in prospect development and analytics, and highly regarded as a thought leader through her service to the Apra community as a past program chair, speaker, and president of the Maryland chapter. She received her bachelor’s degree in applied mathematics from Rochester Institute of Technology.