Unable to attend the APRA 22nd Annual International Conference in Boston?
Now available for purchase — breakout sessions highlights that received high attendee evaluation scores. Available topics range from Data Mining to Relationship Management. Once your purchase is processed, you will receive a windows media file (.wmv) recording that includes the presentation audio synched with the PowerPoint slides and a copy of the presentation handouts.
APRA Members: $99 per session
Non-members: $149 per session
Download and complete the order form
If you have any questions, please contact info@APRAhome.org.
Demystifying the Emerging Energy Business
Advanced Research | Advanced
Michael Foote, Dartmouth College
Some pundits predict we are entering an energy boom similar to what we've witnessed with the dot.com and hedge funds. We have already seen institution-changing gifts from those in the energy industry. This highly complex sector includes oil, natural gas, wind power, solar energy and electricity. Session discussed basic facts, terminology and tips for researching and rating your energy sector prospects.
The Strategic Researcher — In a Position to Make a Difference
Advanced Research | Intermediate/Advanced
David Sterling, Western New England College
Advancement researchers are well-placed — some uniquely positioned — to significantly impact the strategic and tactical direction of fundraising efforts at their organizations. The opportunity to be at the center of activity is not automatically given to most researchers but must be earned. This session explored various ways that advancement researchers can impact the strategic direction of their organization’s development efforts. Among the topics covered: how researchers can position themselves to be part of important meetings and discussions and what to do when invited, how to be an advocate for research, and how to position research staff for involvement.
Post-Campaign Reporting
Campaigns | Intermediate/Advanced
Josh Birkholz, Bentz Whaley Flessner
Your campaign just ended and the next one is around the corner — are you understanding what worked and what didn’t in a meaningful way? The presenter will provide a roadmap for post-campaign reporting. Come away with new ways of looking at data, finding opportunities for program improvement and preparing for the future by learning about the past.
Prospect Research in a Campaign
Campaigns | Intermediate/Advanced
David Lamb, Target Analytics, a Blackbaud Company
A capital campaign can bring unique demands and pressures on a prospect researcher. Effective prospect research is a vital component of any successful campaign. This session covers how a campaign should affect the activities of prospect researchers, the systems required to manage prospect information in a campaign and the resources available for helping identify the prospects needed for the campaign.
Unleash The Data Mining and Predictive Modeling Geek Hidden Within
Data Mining/Prospect Identification | Fundamentals
David Robertson, Syracuse University
No matter your interests, data and relationships — especially those that don’t make sense — are fascinating. When the two are combined, you have the powerful prospect identification tool called predictive modeling. With helpful hints and suggestions, this session will bring to light the data junkie inside you and learn how addictive it can be to find relationships in the data.
Positioning Your Research Department for a Campaign
Management and Professional Development | Intermediate/Advanced
Sarah Cadbury, La Salle University
Do you need to revamp your research program now that you are facing a new campaign? It may be time to shift your focus. This session looks at ways to evaluate your research shop and how to craft a new plan. Learn techniques to make a case for change charting your way.
Bringing Major Gifts to Grassroots and Membership Organizations
Member and Cause-Related Organizations | Intermediate/Advanced
Armando Zumaya, The Children's Defense Fund
This session features a case study for using proactive prospect research and management to build a major gifts program in an organization with little or no history of major gifts.
Effective Relationship Management Systems
Relationship Management | Intermediate
Lisa Howley, Johns Hopkins Institutions
Relationship management is important to the health and growth of fundraising organizations — today more sophisticated prospect management systems are necessary. For prospect management or research staff, this frequently means creating a new system or refining an existing one. System development can get mired in an "everything but the kitchen sink" approach, creating an overly complex system that often misses the mark. This session demonstrates how clear framework for developing effective relationship management systems is achieved by focusing on identified desired outcomes. Methods discussed are how to evaluate process, policy and database needs — including how to audit current operations for strategic planning purposes. Development and implementation challenges will be identified, along with solutions best practices. Case studies and practiced techniques are shared to develop a relationship management system that best guides fundraising efficiencies, resource deployment and campaign planning.
Stockholdings Research: Understanding SEC Filings
Research Fundamentals | Fundamentals
Charles Carr, Massachusetts Institute of Technology
Reading and understanding individuals' stockholdings reports can be a challenge, even for experienced researchers. This session includes an overview of the essential SEC filing documents and a step-by-step examination of the most important of all, the proxy statement. Free and paid sources that will help you translate this data into a solid estimate of a prospect's wealth, both current and potential, will also be shared.
The Art of the Qualification Call
Trends | Intermediate/Advanced
Armando Zumaya, The Children's Defense Fund
This session teaches field fundraisers and prospect researchers the fine points of the often neglected qualification call or visit. Sometimes called “discovery visits,” these vital first meetings are when fundraisers meet a prospect face to face. The speaker shares subtle skills and tips to make this call successful and get clarity for the next step in a relationship.
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