
Upcoming Webinars
Save the date for these education opportunities from the prospect development community and partners.
Upcoming Webinars
- 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.
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- 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
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- 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
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- Non-member - $450
- Professional Member - $325
- Associate Member - $325
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Recordings
Below are a few recommended recordings for you based on your preferences.
- 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 -
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- Non-member - $690
- Professional Member - Free!
- Associate Member - $515
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- 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.
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- Non-member - $250
- Professional Member - Free!
- Associate Member - $250
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- 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.
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- Non-member - $85
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- Associate Member - $50
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- 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
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- Non-member - $475
- Professional Member - $355
- Associate Member - $355
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- 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.
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- Non-member - Free!
- Professional Member - Free!
- Associate Member - Free!
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