26th Annual International Conference

Roundtable Networking: APRA Talks

Friday, August 9 | 8:30am - 10:00am | Harborside Ballroom

At Friday morning's Roundtable Networking event, APRA brings you its version of TED Talks – riveting presentations with ideas that should be shared. Several of APRA’s best-loved speakers will present burst of insights on topics related to the research profession. This event will also give attendees the opportunity to participate in discussions at each table on professional development and what you can do to further your career within the industry. All experience levels are encouraged to attend.


Towards Ultimate Usability
Valerie C. Anastasio, Director of Prospect Research and Management, Boston Children’s Hospital Trust

Prospect researchers know how to produce vast amounts of analysis and information for fundraisers, but we are often less confident about how well that material is used on the front line. In the face of an information delivery landscape that is evolving rapidly, how will prospect researchers need to respond to ensure that our work continues to be integrated, strategic, and actionable?

A Home for Prospect Development: Does the House Matter?
Karen T. Isble, Senior Executive Director, Campaign, Information and Technology Services, University of Michigan
Research, prospect management and analytics live under different umbrellas within our organizations – major gifts, advancement services and strategic/campaign planning. Does it really matter for our effectiveness? Are there key benefits to each environment, or is there a "best case" scenario?

The Donor Disconnect
David Lawson, Co-Founder, WorkingPhilanthropy.com

Why do donors stop giving? Are they frustrated, unhappy, bored? Lawson takes a look at how we could redesign the donor experience to foster connections that last.

Head, Hand & Heart
Jay Frost, Partner, Jerold Panas, Linzy & Partners

Is your daily work bringing you closer to your big hairy audacious goal?  Do you need a big dream reboot? In the battle for our most precious resource and nonrenewable resource--time--knowing what we want may be our most important consideration. Jay Frost leads an exploration to rediscover our biggest dreams, confront our darkest fears and push beyond the daily obstacles and temporary economic setbacks to shine at the office and beyond!

Take advantage of this unique opportunity to learn from your colleagues in this interactive discussion.


About the Speakers:

David LawsonDavid M. Lawson, Co-Founder, WorkingPhilanthropy.com
David brings more than 25 years of experience as an entrepreneur focused on providing fundraising intelligence products and services.  In 1997 he founded Prospect Information Network (P!N) which became the largest wealth screening company before being purchased by Kintera in 2004. David served as a Senior Vice President of Kintera until 2008. He has written numerous articles for publications such as The Chronicle of Philanthropy, The Nonprofit Times, CASE Currents and APRA's Connections. David is a member of APRA, AASP, and a recipient of the CASE Crystal Apple and APRA Distinguished Service Awards. David is also the Co-Founder of The New Science of Philanthropy, a Strategic Partner with TrueGivers, a Board Member of Call2Action, and Member of the Technical Advisory Board of Agile Equity.


Isble Karen (2).jpgKaren T. Isble, Senior Executive Director, Campaign, Information and Technology Services, University of Michigan; President Elect, APRA
Since joining the University of Michigan in 2006, Karen Isble has led prospect development and performance reporting efforts for the University of Michigan’s fundraising programs.  Most recently, she assumed responsibility for the Office of Development’s information and technology teams, overseeing web and data integration, database management, reporting, gift and alumni records administration, prospect development and analytics.  Karen serves on the development office's senior management team, the campaign leadership team, and has served in multiple roles over the past 5 years on the implementation of the University’s new enterprise fundraising software.  During her 19-year career with nonprofits, Karen’s roles have included 7 years as Administrative Director of the Chamber Music Society of Detroit and 4 years in research with the Chicago Symphony Orchestra.  Karen currently serves as president-elect of APRA, having served on the board since 2010.  Karen holds a master’s degree in voice performance from the University of Michigan and a bachelor’s degree in music from Harvard University. 

Jay FrostJay Frost, Partner, Jerold Panas, Linzy & Partners
Jay gained his insights working with thousands of nonprofit organizations around the world over the last twenty eight years. He is currently a Partner at the legendary firm of Jerold Panas, Linzy & Partners and President & CEO of FundraisingInfo.com. In past years, Jay has served as Chief Strategy Officer at WealthEngine, President and CEO at Wealth ID, Director of Major Gifts at the International Rescue Committee, Editor and Co-Founder of WFC/International Philanthropy, Development Associate at Meridian International Center and as a Program Specialist at the National Endowment for the Arts. His books, book chapters, articles and interviews cover a variety of topics on domestic and international fundraising topics. Since 1990, Jay has spoken at hundreds of meetings in the US, Canada, UK and Asia, including conferences of the Council for Advancement and Support of Education (CASE), the Association of Professional Researchers for Advancement (APRA), the Association of Fundraising Professionals (AFP), the National Catholic Development Conference (NCDC), the European Association for Philanthropy & Giving (EAPG), Researchers in Fundraising of the Institute of Fundraising (RiF) and many others.

Valerie AnastasioValerie C. Anastasio, Director of Prospect Research and Management, Boston Children’s Hospital Trust
Valerie Anastasio joined Children’s Hospital Trust this summer from The Broad Institute a genomics research facility in Boston that became independent in 2009. At the Broad, she played a key functional role building out the development program, advising on existing prospect strategies and identifying new high net worth prospect opportunities and devising processes for its cultivation and solicitation pipelines and activity metrics. She also served as coordinator of the ShareTraining professional development webinar series (affiliated with the Helen Brown Group) from 2009 to June 2013. She was a Senior Consultant with the Helen Brown Group (HBG) before joining the Broad in September 2010. Prior to HBG, she served as the Director of Research and Prospect Development at the Museum of Fine Arts, Boston, working on strategy, feasibility, and donor prospecting for its transformational $500 million campaign. Valerie served as Director of Development Research in the Harvard University Development office, managing a staff of 14 in the context of Harvard’s comprehensive $2 billion campaign (completed in 2000). Valerie’s early career was spent in in frontline annual fund raising and volunteer management positions at Boston Lyric Opera, Brandeis University, and WGBH Television and Radio.

Valerie has presented locally and nationally on an array of topics including compensation practices in hedge fund and private equity industries, the strategic role of research in campaigns, and proactive prospect identification systems. She is a past board member of the New England Development Research Association, from which she received, in 2008, the Ann Castle Award for distinguished service to the research profession.