Education

Data Analytics — Fundamental

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Online Curriculum: Members: $49; Nonmembers: $79
Conference On-Demand: Members: $49; Nonmembers: $79
Online Solutions Showcase: Members: FREE; Nonmembers: $39

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Zen and the HeART of Data Mining
Zen and the HeART of Data Mining

Presenter: David Robertson, Syracuse University
Year: 2010
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels:  

  • Competency 1: Cross Industry Standard Process for Data Mining (CRISP-DM) Competencies, Level I, Level II 
  • Competency 2: Project Management, Level I, Level II
  • Competency 3: Data Manipulation Skills, Level I
  • Competency 4: Statistical Techniques and Competencies, Level I

The world is not perfect, and neither is our data. When analyzing data, it is critical to acknowledge error and discover the tools that highlight those levels of correlations interacting among the variables. The first step in data mining and predictive modeling is doing everything possible to create models that minimize this error. This session will use Microsoft Excel as analytical engine — a powerful tool available to all.

Using Data for Metrics, Measurement: Promoting the Value of Research
Using Data for Metrics, Measurement: Promoting the Value of Research

Presenter: Joshua Birkholz, Bentz Whaley Flessner
Year: 2007
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management 
Competencies and Levels:  

  • Competency 1: Prospect Pool/Base Analysis, Level II
  • Competency 4: Relationship Management Reporting, Level II
  • Competency 6: Prospect Strategy, Level II 
  • Competency 7: Portfolio Management, Level II
  • Competency 8: Pipeline Management, Level II
  • Competency 9: Fundraiser Performance, Level II

The analysis of data within a prospect management system can be used to evaluate fundraising effectiveness, assist with strategic planning, and inform management decision making. Joshua Birkholz will examine what is important to monitor, how to establish benchmarks, and how to set up progress reporting and analysis.

Data for Sale: Collecting and Using Data in Prospect Research
Data for Sale:  Collecting and Using Data in Prospect Research

Presenter: Lawrence C. Henze, J.D., Target Analytics, a Blackbaud Company
Year: 2011
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels: 

  • Competency 1: Cross Industry Standard Process for Data Mining (CRISP-DM) Competencies, Level I
  • Competency 3: Data Manipulation Skills, Level I
  • Competency 4: Statistical Techniques and Competencies, Level I

 

In a March 2011 cover article, Time Magazine explored the collection and sale of personal data in the U.S.  This brand new presentation provides an in-depth look at the sources and details of data available to non-profit organizations and vendors in the U.S. and Canada. We will also discuss how the data can be applied for planned giving purposes in particular. Topical areas that will be addressed:

  • Who and what are data mining companies?
  • Is data mining new?
  • How is data collected and distributed?
  • What data is useful for planned giving programs?
  • How can that data be collected?
  • Giving profiles for U.S. and Canadian donors.
  • Creating your own profiles.
  • What the data doesn’t tell you.
  • How you can use data to raise more.

Three (3) learning objectives and/or products for this presentation:

  • Understand the role and purpose of data-mining companies
  • Learn what information and data points are most useful 
  • Use data profiling to target your best prospects

Wealth-X Demo: Domestic and International Research Focus
Wealth-X Demo:  Domestic and International Research Focus

Presenter: Brian Gonzales, Wealth-X
Year: 2012
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 2: Prospect Research Essentials, Level I
  • Competency 4: Utilizing Research Resources, Level I
  • Competency 6: Prospect Interests and Networks/Relationships, Level I

Whether you are a small shop or a large one, often times the research demands can be overwhelming.  Wealth-X employs nearly 200 full time researchers that cover 157 countries and 30+ languages.  Having been spun out of Forbes, we not only have expertise in researching international individuals but individuals that come from private companies as well.  This demo will cover our service offering and how Wealth-X is like adding an army of researchers to your team at a fraction of the cost.

Data Visualization in Support of Fundraising: A Discussion on an Emerging Trend
Data Visualization in Support of Fundraising: A Discussion on an Emerging Trend

Presenter: Emily Walsh, University of Arizona Foundation and Kimberly Priebe, University of Chicago
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels: 

  • Competency 5: Visualization/Reporting Techniques and Competencies, Level II

Data visualization: It’s a term you have probably been hearing about on an increasingly regular basis in our industry over the past several years. What does this emerging trend in visual reporting mean for us as a profession? Is data visualization or visual reporting something I should be doing in my own office? How can I apply it to my job? How can I do it effectively? Are my peers doing it? If so, has it been effective? This webinar will provide participants with an overview of two recent articles published in APRA Connections, “Data Visualization in Support of Fundraising” and “APRA Membership Survey Results: Data Visualization in Support of Fundraising”. The webinar will provide: a brief overview of some techniques that we have found useful for producing impactful and meaningful data visualizations, an analysis and discussion of the industry survey results and possibilities for future benchmarking, and time for Q & A and open discussion.

Changing Face of Prospect Development
Changing Face of Prospect Development

Presenter: Bruce Wenger and Andrew C. Schultz, Bentz Whaley Flessner  
Year: 2013
Price: Members: FREE Non-Members: $39
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels:  

  • Competency 1: Cross Industry Standard Process for Data Mining (CRISP-DM) Competencies, Level I & Level II
  • Competency 2: Project Management, Level I & Level II
  • Competency 3: Data Manipulation Skills, Level I
  • Competency 4: Statistical Techniques and Competencies, Level I  
  • Competency 5: Visualization/Reporting Techniques and Competencies, Level I & Level II
  • Competency 6: Communication, Level I & Level II
  • Competency 7: Fund Raising Knowledge, Level I & Level II
  • Competency 8: Analytics and Campaign, Level I & Level II
  •  Competency 9: Change Management/Strategic Thinking, Level I

In the age of Big Data, analytics is changing the way we approach prospect development.  By focusing on propensity, carefully  crafted predictive models are identifying  those prospects that “will” make a major gift not just those that “could.”  This however is only the beginning.  Analytics is already providing insights into which gift officers will be successful and how many visits may be necessary to close a gift.  Annual funds are focusing resources on what the next ask should be and through what channel the ask should be made based on data rather than tradition.  Join us for an exploration of the role data science is playing in philanthropy and a look at what may be coming