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New Researchers Symposium | Speakers
Session 1
2:15 p.m. – 3:30 p.m.
Data Analytics
Analytics and Prospect Identification: The Core Project
Intermediate
Kate Chamberlin, Campaign Strategic Research Director, Memorial Sloan-Kettering Cancer Center
Prospect identification is the bread and butter of any analytics program; it’s a test of the use of predictive modeling and is often the first project attempted by new analysts. Kate will trace the evolution of MSKCC’s first model to their current automated system. She’ll demonstrate results that can be achieved with simple tools and imperfect data, and follow the path of progress toward higher complexity, cleaner data, and increased automation; all processes built from deeply collaborative relationships among analysts, prospect researchers, and IT.
Fundraising Research-Advanced Research
Understanding the True Value of Real Estate
Intermediate
Melissa Bank Stepno, Consultant, Blackbaud
The real estate industry has been abuzz in recent years. With questions surrounding the viability of the mortgage industry, the real estate bubble bursting, and the beginnings of a market correction, researchers may wonder what their real estate data really indicates. A simple property value alone isn’t always a good indicator of wealth. This session will review the real estate market’s history, today’s climate, how to use real estate information for prospecting and provide tips and tools.
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Session 2
3:45 p.m. – 5:00 p.m.
Fundraising Research-Advanced Research
The Prospect Researcher’s Role : Recruiting a Board and Major Gifts Committee
Intermediate
Armando Zumaya, Chief Development Officer, The Center for Public Integrity
Too often, organizational leadership relies on sources of new board members and major gifts committees that have little to do with the mission and needs of their organizations. Board members and staff leaders often simply invite people they know to serve. Often the key question, “Who does this organization need to serve on its board now?” is ignored. Through great prospect research and new interfaces with leadership, prospect researchers can offer much to this challenge. This training will talk not about the technical skills to find those prospects, but instead will address the methodology and the political skills needed to navigate in this unique challenge.
Relationship Management
Intermediate
Prospect Management Using Reports
Shelly Steenhorst Baker; Manager, Research and Records; Carleton University of Ottowa, Ontario
Portfolio management and prospect pool oversight are challenging. Relying solely on fundraisers can leave excellent prospects untouched or removed from the pool and can result in patchy cultivation and strategy development. Learn how Carleton has developed reports that take the guesswork out of portfolio management, enabling a timely focus on the right prospects. Learn how to transform industry standards into reports that will illuminate your prospect pool.
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