Upcoming Webinars

Save the date for these education opportunities from the prospect development community and partners.

Upcoming Webinars

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  • Apra Best Practice Webinar: Fundraising Research & Data in an AI World: Ethics & Responsible Use
    Contains 2 Component(s) Includes a Live Web Event on 06/20/2023 at 12:30 PM (EDT)

    Generative AI will have a pronounced impact on fundraisers' work, particularly those who work with data and do prospect research leading to a donor cultivation strategy. The technology has many benefits, for example saving time by automating a lot of tasks such as customizing communication, prospect research, and creating a donor stewardship schedule. It will also open up many dilemmas and questions about responsible use. Join presenters Allison Fine and Beth Kanter to gain an understanding of the new suite of digital tools for fundraising and a discussion about how fundraisers can adopt AI in a knowledgeable, reflective, and ethical way.

    Generative AI will have a pronounced impact on fundraisers' work, particularly those who work with data and do prospect research leading to a donor cultivation strategy. The technology has many benefits, for example saving time by automating a lot of tasks such as customizing communication, prospect research, and creating a donor stewardship schedule. It will also open up many dilemmas and questions about responsible use. 

     

    Join presenters Allison Fine and Beth Kanter to gain an understanding of the new suite of digital tools for fundraising and a discussion about how fundraisers can adopt AI in a knowledgeable, reflective, and ethical way.

     

    Allison Fine

    President

    Every.org

    Allison Fine is a trailblazing force in the realm of technology for social good. Allison has been at the forefront of leveraging digital networks to ignite social change. As the President of www.every.org, she spearheads a movement of generosity and philanthropy that ignites a profound transformation in communities. Drawing from her acclaimed co-authored works, including the groundbreaking "The Smart Nonprofit: Staying Human Centered in an Automated World" co-authored with Beth Kanter, and the award-winning "Momentum: Igniting Social Change in the Connected Age," Allison fearlessly navigates the cutting edge of digital networks. Her insights and strategies empower organizations to harness the power of technology to reshape the world and create lasting impact.

    Beth Kanter

    Facilitator, Trainer, Author

    Beth Kanter is an internationally recognized thought leader  and trainer in digital transformation and well-being in the nonprofit workplace. She is the co-author of the award-winning Happy Healthy Nonprofit: Impact without Burnout and co-author with Allison Fine of The Smart Nonprofit.  Named one of the most influential women in technology by Fast Company and recipient of the NTEN Lifetime Achievement Award, she has over three decades of experience in designing and delivering training programs for nonprofits and foundations. As a sought-after keynote speaker and workshop leader, she has presented at nonprofit conferences around the world to thousands of nonprofits. Learn more about Beth at www.bethkanter.org.

  • Apra Best Practice Webinar: DEIBJA - Perspectives from Fundraising Leaders in Higher Education and the Arts
    Contains 2 Component(s) Includes a Live Web Event on 07/11/2023 at 2:00 PM (EDT)

    Join us for a panel featuring professionals from two universities and a performing arts organization about challenges and successes in the diversity, equity, inclusion, belonging, justice, and access space. Topics covered will include general practices and lessons learned that attendees can consider applying to their organizations: • Alumni and Constituent Relations • Data Governance • Marketing • Prospecting and Prospect Research • Diversity in Portfolios

    Join us for a panel featuring professionals from two universities and a performing arts organization about challenges and successes in the diversity, equity, inclusion, belonging, justice, and access space. Topics covered will include general practices and lessons learned that attendees can consider applying to their organizations:

    • Alumni and Constituent Relations

    • Data Governance 

    • Marketing 

    • Prospecting and Prospect Research 

    • Diversity in Portfolios

    Kate McConnell (Moderator)

    Associate Director, Prospect Management

    Planned Parenthood Federation of America

    Casey Hayes-Deats

    General Manager and Lead Grant Writer

    Contemporary American Theater Festival

    Vicki Willman

    Director of Development

    Contemporary American Theater Festival

    Kelli North

    Assistant Director of Development Research, DEI Initiatives

    University of Michigan

    Val Cushman

    Sr. Director of Alumni Engagement & Inclusion Initiatives

    William and Mary

    Kat Walsh

    Senior Executive Director, Diversity, Equity, and Inclusion

    University of Michigan

    Ryann Greifenburger

    Interim Director of Gift Administration

    William and Mary

    Matthew Lambert

    Vice President for University Advancement

    William and Mary

  • 2023 Plug In to Metrics
    Contains 9 Product(s)

    Are you a prospect development professional looking to level up your metrics game? Apra's premier virtual event, Plug In to Metrics, is just what you need! On November 1 and 2, immerse yourself in two full days of expert-led learning and networking that will take your skills to the next level. Our faculty of seasoned experts will provide comprehensive sessions on the hottest topics in prospect development metrics, including how to shape metrics that measure pipeline growth and performance, identify optimal performance metrics, implement systems to track critical campaign metrics and organize visualized metrics into useful delivery systems. Plus, you'll learn how to effectively communicate and analyze metrics to provide valuable insight. The best part? Since Plug In to Metrics is a virtual event, it's easy to participate from anywhere without any travel involved. Don't miss out on this unique opportunity to connect with other professionals in your field and enhance your skills. Stay tuned for more information, including details about our education and speaker lineup. In the meantime, secure your seat by registering for the event and use #PlugIn23 to share your excitement about the excellent education you'll receive. Don't wait – register now!

    Are you a prospect development professional looking to level up your metrics game? Apra's premier virtual event, Plug In to Metrics, is just what you need! On November 1 and 2, immerse yourself in two full days of expert-led learning and networking that will take your skills to the next level.

    Our faculty of seasoned experts will provide comprehensive sessions on the hottest topics in prospect development metrics, including how to shape metrics that measure pipeline growth and performance, identify optimal performance metrics, implement systems to track critical campaign metrics and organize visualized metrics into useful delivery systems. Plus, you'll learn how to effectively communicate and analyze metrics to provide valuable insight.

    The best part? Since Plug In to Metrics is a virtual event, it's easy to participate from anywhere without any travel involved. Don't miss out on this unique opportunity to connect with other professionals in your field and enhance your skills.

    Stay tuned for more information, including details about our education and speaker lineup. In the meantime, secure your seat by registering for the event and use #PlugIn23 to share your excitement about the excellent education you'll receive. Don't wait – register now!

    Schedule of Events:

    All times are in Central Standard Time

    Additional Session Details are to be added as confirmed

    Wednesday, November 1, 2023

    10:15 a.m. - 11:00 a.m.

    Opening Keynote

    11:10 a.m. - 12:00 p.m.

    Education Session

    Education Session

    1:30 p.m. - 2:30 p.m.

    Education Session

    Education Session

    2:40 p.m. - 3:30 p.m.

    Closing Session

    Thursday, November 2, 2023

    10:00 a.m. - 10:50 a.m.

    Education Session

    Education Session

    12:25 p.m. - 1:00 p.m.

    Closing Session

Recordings

Below are a few recommended recordings for you based on your preferences.  

  • PD 2021 Full Conference Bundle
    Contains 32 Product(s)

    Purchase the Prospect Development 2021 conference bundle for 30+ educational recordings on a variety of topics.

    Get the Prospect Development 2021 conference bundle for 30+ educational recordings on a variety of topics.

    7 Steps to Elevating Prospect Research and Data-Driven Decisions to Achieve Fundraising Goals
    DON'T PANIC! A Panel Perspective on Adapting Advancement in COVID-19
    A Giving Pyramid Model: Wealth Screening to Strategy
    I'll Be There for You: Campaign Planning Partnerships
    Getting Everyone to Take an Interest in Interests
    Starting from Scratch: Building Thirty Portfolios in Six Weeks
    Leveraging Data to Improve Healthcare Fundraising Results
    Chasing Alpha with SEC Data
    Modernizing Moves Management with Data Visualization
    Boost Annual Fund Effectiveness with Python's Data Science Ecosystem
    The Metrics Gambit: Developing a Culture of Accountability During a Strategic Pivot
    Get in the Driver's Seat: Defining and Promoting Your Role as a Leader in Prospect Development
    Apra Talks: Communication can be hard. Words are important.
    Leadership in Diversity, Equity, & Inclusion: My Experience as a Case Study
    Want to be a Director? - Going from Researcher to Development Director 
    Use the Force! Insights, Intuition, and Trust
    President’s Panel: Apra Leaders reflect on the past and plan for the future
    Positioned For Success: Taking the leap from Salaried to Self-Employed
    News vs. Noise: Action-Oriented News Alerts 
    Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare 
    A Survey of International Prospect Research Strategies and Context
    This is the Way: Developing a Proactive Prospecting Program
    Targeting Your Bullseyes: Inform Your Internal Prospecting
    The Great Balancing Act: How to run a database screen when you're a shop of one
    Designing a CFR Prospect Development Toolkit
    Don’t Stop Achievin’: A Goal Planning Journey
    Beyond Portfolios and Prospect Research
    KonMari Your Portfolio: Teaching Gift Officers the Life Changing Magic of Objective Portfolio Management
    Portfolio Reveals
    The Fundraiser Scorecard:  Simple, Effective Fundraising Metrics
    From Identification to Portfolio Action: A Blueprint for Creating a Proactive Prospect Identification and Pipeline Management Program 
    Meetings that Matter: Driving Fundraising Success through Deliberate Planning

  • Apra 2021 Salary Survey Report
    Contains 1 Component(s)

    FREE RESOURCE FOR APRA PROFESSIONAL MEMBERS. Advocacy for our members and our profession is an urgent imperative, and this exclusive industry benchmark arms you with the data you need to advocate for your own compensation and benefits, set appropriate staffing levels at your organization, or simply see how you stack up in comparison to others.

    FREE RESOURCE FOR APRA PROFESSIONAL MEMBERS. Advocacy for our members and our profession is an urgent imperative, and this exclusive industry benchmark arms you with the data you need to advocate for your own compensation and benefits, set appropriate staffing levels at your organization, or simply see how you stack up in comparison to others.

  • DEI Data Guide: How to Ethically Collect, Store, and Use Identity Data
    Contains 1 Component(s) Recorded On: 09/29/2021

    Apra’s Ethics & Compliance Committee recently published a DEI Data Guide, covering the ethical ways of collecting, storing, and using diversity, equity, and inclusion data, which can be sensitive information.

    Apra’s Ethics & Compliance Committee recently published a DEI Data Guide, covering the ethical ways of collecting, storing, and using diversity, equity, and inclusion data, which can be sensitive information. The presentation will discuss the main elements of the Data Guide, and have a live Q&A to answer questions related to the complexities of DEI data. Participants can expect to take away best practices of working with DEI data, and how to implement them in their own shops. The information is relevant to anyone in the fundraising sector. This webinar is worth (1) CFRE point.

    Lori Hood Lawson

    Chief Experience Officer

    Call Simulator, Inc.

    Lori Hood Lawson has spent nearly 25 years helping the fundraising sector adopt new technology to harness the power of actionable data leading to transformative insights. She recently joined Call Simulator, Inc. as the company’s Chief Experience Officer. Lori is the former Vice President of Advancement Insights for UC Innovation, for which she currently serves as an advisor to ascend AI, the product line she helped develop for UC Innovation clients. She co-founded WorkingPhilanthropy.com LLC and served as editor of several books, including Big Good: Philanthropy in the Age of Big Data & Cognitive Computing and The Nonprofit Buyer: Strategies for Success from a Nonprofit Technology Sales Veteran. She got her start in the fundraising sector at Florida State University Foundation, where she served as Associate Director of Prospect Research. She then joined Prospect Information Network (P!N) and had the opportunity to transition its flagship product, ProfileBuilder, to a SaaS CRM solution after Kintera’s acquisition of P!N. Many of her innovations, and those of her P!N team and colleagues, are still in use today. Lori is a long-time volunteer with both Apra and aasp. She is passionate about ethics and compliance, due diligence, data privacy and protection, and best practices in prospect development. You can find Lori on Twitter @workinglori. She lives with her husband David and their floofy corgi Cooper in Tallahassee, FL, while the kids are busy making our world a better place in various parts of the country.

    Megan Horton

    Prospect Management & Research Analyst

    UC San Diego

    Megan has been working with UC San Diego Advancement since 2015 where she has worked with campaign operations, Corporate & Foundation Relations, and is now involved in both Prospect Research and Prospect Management. She currently serves as Chair of the Apra Ethics & Compliance Committee, and has presented at several conferences including Apra Prospect Development, AFP ICON, and CARA. Before coming to San Diego, she worked in El Salvador and Washington, D.C. where she worked in violence prevention and Latin American social justice nonprofits. Megan has a BA in International Affairs from George Washington University, and an MA in Latin American Studies from UC San Diego. 

    Erin Osborn

    Prospect Development Director

    Children’s Hospital Colorado Foundation

    Erin Osborn is the Prospect Development Director at Children’s Hospital Colorado Foundation. She started at the Foundation in 1997, working as a coordinator in a variety of departments, including planned giving, major gifts and special events. Erin has worked in prospect research since 2001.  She is a past president of Apra-Rocky Mountains and has presented for Apra, Apra-Rocky Mountains, AFP Colorado, AHP Rockies & Southwest and other groups like Community Shares of Colorado and the Aspen Development Group.

  • Apra Fundamentals: Prospect Research (Online Modules)
    Contains 30 Component(s), Includes Credits

    Length: approximately 4 hours The Apra Fundamentals: Prospect Research online learning modules focus on the four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Science. It also explores fundraising terms and technologies as well as techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and delves into how available data can be used to formulate gift capacities and inform fundraising operations.

    Length: approximately 4 hours

    The Apra Fundamentals: Prospect Research online learning modules focus on the four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Science. It also explores fundraising terms and technologies as well as techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and delves into how available data can be used to formulate gift capacities and inform fundraising operations. 

    The course contains 9 on-demand modules between 15-70 minutes each, online discussions and resources. If you upgrade to/purchase the course with the live component, it will include either 3 live webinars or 1 live in-person day. More information on live offerings can be found here

  • Apra 2021 Salary Survey Report Executive Summary
    Contains 1 Component(s)

    FREE RESOURCE. Advocacy for our members and our profession is an urgent imperative, and this exclusive industry benchmark arms you with the data you need to advocate for your own compensation and benefits, set appropriate staffing levels at your organization, or simply see how you stack up in comparison to others. This Executive Summary of the Apra 2021 Salary Survey Report is free for both members and non-members.

    FREE RESOURCE. Advocacy for our members and our profession is an urgent imperative, and this exclusive industry benchmark arms you with the data you need to advocate for your own compensation and benefits, set appropriate staffing levels at your organization, or simply see how you stack up in comparison to others. 

    This Executive Summary of the Apra 2021 Salary Survey Report is Free for both members and non-members.