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New Researchers Symposium | Speakers
Breakfast Session
8:00 a.m. – 9:00 a.m.
Management and Professional Development
Composing a Life - Redefining, Reinventing and Rebranding
Intermediate to Advanced
Suzanne Barlow, Director of Prospect Research, Pace University
This is a very positive, interactive and instructional session about career management and career moves. Target and obtain your optimal career position using time management, goal-setting, and tips, tricks and media management of “your brand” to craft the career and position of your choosing. We will employ: online resources (many free), print resources, experience-swaps with colleagues, and brainstorming sessions to inspire or reignite, your career management and ambitions.
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Session 1
9:00 a.m. – 10:15 a.m.
Relationship Management
Advances in Relationship Management
Fundamental to Intermediate
Lisa Howley, Director, Relationship Management, Johns Hopkins Institutions
Looking to catapult your relationship management system to the next level? This session will present new trends, best practices and ideas on prospect, portfolio, and pipeline management, tracking and reporting. Using case studies, you will learn how to incorporate and apply this information to your own organization and practices.
Fundraising Research-Research Fundamentals
Good, Fast, Cheap – Pick Any Two
Fundamental
Tia Guinivan, Associate Director of Development Information, Franklin & Marshall College
Daria Walsh, Senior Development Research Analyst, University of Delaware
“We need more prospects. Please be prepared to present the new prospects at the prospect management meeting on Monday.” If you have heard something similar, this presentation is for you! We’ll discuss ways to increase your prospect pool using resources ranging from free to fee-based and successful ways to respond to requests regardless of the time-frame.
Data Analytics
Beyond Prospect Identification: What’s Next?
Intermediate
Kate Chamberlin, Campaign Strategic Research Director, Memorial Sloan-Kettering Cancer Center
As a new discipline in development, data analytics has been primarily focused on applying predictive modeling to prospect identification. But what else can analytics contribute? Using MSKCC’s experience as a guide, this session will describe the application of predictive modeling and other analytics techniques to segmentation, program analysis, forecasting, and lifetime value calculations. We will consider how the role of analytics is likely to continue to grow and to integrate into the development office of the future.
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Session 2
10:30 a.m. – 11:45 a.m.
Data Analytics
Seeing is Believing: Visual Data Analysis
Intermediate
James Eichinger (Jim), Assistant Director of Prospect Data, University of Rochester
Maybe you’ve got a gift and can look at numbers listed on a page and see their patterns and relationships. If not, this session will be perfect for you. This session will focus on using visual data analysis to overcome challenges that may be daunting in a spreadsheet, make complicated reports more accessible to the typical user, and highlight that needle in a haystack. Attendees will understand how visualizations of data can convey more information more effectively than just plain numbers.
Fundraising Research-Research Fundamentals
Kicking Your Prospect Development Shop Up a Notch
Intermediate
Troy Smith, Manager of Prospect Management, U.S. Fund for UNICEF
Explore ways to ensure that your prospect development operation is a strategic and value-added member of your development team. This session is intended for those who have grasped basic research skills, but are looking to elevate their unit to the next level. Topics covered will include managing competing demands, adding or enhancing research services, proactive research, basic portfolio management, and more.
Relationship Management
"Let Their Fingers Do the Talking"
Intermediate
Laura DiVincenzo; Director, Prospect Management, Research & Analysis; University of Delaware
Jennifer Liu-Cooper, Senior Director, Development & Alumni Relations Services; University of Delaware
In this presentation, we will introduce a model for Prospect Management and Tracking that leverages your resources. This methodology operates on the principles of donor centrism and solicitation-based portfolio management. We’ll show you how to win the battles that we’ve come to associate with prospect development systems, such as: 1. having viable portfolios; 2. capturing the essential information; 3. building a reliable pipeline; 4. having productive and collaborative prospect review meetings. We’ll show you the tools you need and the attitude to have!
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