Tuesday, July 26 | 9:00 a.m. - 4:00 p.m.
All times are in Eastern Daylight Time
| 8:00 a.m.– 9:00 a.m. |
Registration & Breakfast
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| 9:00 a.m. – 9:20 a.m. |
Welcome and Introduction
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| 9:20 a.m. – 9:40 a.m. |
Elevator Speech Networking
Define your role in research and get to know your Apra Fundamentals colleagues through this group exercise.
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| 9:40 a.m. – 10:30 a.m. |
Prospect Identification
Participants work in small groups to identify top prospects for assigned scenarios.
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| 10:30 a.m.– 10:45 a.m. |
Break
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| 10:45 a.m. – 11:20 a.m. |
Portfolio Management
Faculty will share best practices for portfolio management, prospect identification and portfolio meetings.
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| 11:20 a.m. – 12:00 p.m. |
Working with Development Officers
Explore tried and true techniques for prioritizing research requests, establishing standard deliverables and orienting fundraisers to what research is.
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| 12:00 p.m. – 1:00 p.m. |
Lunch (On Own)
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| 1:00 p.m. – 1:55 p.m. |
Creating Research Profiles
In this group exercise, we will all work together as a team to find available information and distill it in profile format.
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| 1:55 p.m. – 2:30 p.m. |
Capacity Ratings
Learn about estimating wealth using 5% capacity ratings, real estate holdings, partnerships with vendors and screenings, plus common troubleshooting barriers.
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| 2:30 p.m. – 2:45 p.m. |
Break
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| 2:45 p.m. – 3:30 p.m. |
Ethics Privacy and Security Best Practices
Through the use of case studies, participants and faculty will explore regulations, considerations and best practices for the responsible use of data for fundraising.
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| 3:30 p.m. – 4:00 p.m. |
Q&A Session
Our faculty will round out the day by answering your toughest questions.
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| 4:30 p.m. – 6:30 p.m. |
Opening Reception in the Exhibit Hall
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