Education

Data Analytics — Intermediate

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A Case Study on Getting Started with Predictive Analytics at the University of Washington - Seattle
A Case Study on Getting Started with Predictive Analytics at the University of Washington - Seattle

Presenter: Dr. Jennifer MacCormack and Lilith Lysistrata, University of Washington - Seattle, and Michael Laracy, Rapid Insight, Inc.
Year: 2012
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 & Level II
  • Competency 2: Project Management, Level I & Level II
  • Competency 3: Data Manipulation Skills, Level I & Level II
  • 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 9: Change Management/Strategic Thinking, Level I & Level II 

In this webinar, Dr. Jennifer MacCormack, Assoc. Director Advancement Research and Lilith Lysistrata, Sr. Advancement Data Analyst will share their experiences and discoveries on building a planned giving model. They will also talk about how they brought predictive analytics in-house with the help of the Rapid Insight® Analytic Suite. They will be joined by Michael Laracy, President of Rapid Insight Inc., who will give an overview of predictive donor modeling as well as a brief product demonstration.

Bringing Predictive Analytics In-house with the utilization of Rapid Insight® Analytics
Bringing Predictive Analytics In-house with the utilization of Rapid Insight® Analytics

Presenter: Michael Pasqua, Dickinson College
Year: 2011
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels:

  • Competency 2: Project Management, Level I & Level II
  • Competency 3: Data Manipulation Skills, Level I & Level II
  • Competency 4: Statistical Techniques and Competencies, Level I & Level II
  • Competency 9: Change Management/Strategic Thinking, Level I & Level II

In this webinar, Michael Pasqua from Dickinson College will present how predictive modeling is being used in Dickinson’s Advancement Office.  Starting off by with how the decision came about to bring predictive modeling in-house and which institutional offices were involved, Michael will then walk through the models that have been built, the data being utilized in the models, and how Rapid Insight was used to create the models.

Organic Modeling: Why local ingredients and hand-preparation produce healthier prediction
Organic Modeling: Why local ingredients and hand-preparation produce healthier prediction

Presenter: Joshua Birkholz & Alex Oftelie, Bentz Whaley Flessner
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 & Level II
  • Competency 2: Project Management, Level I & Level II
  • Competency 3: Data Manipulation Skills, Level I & Level II
  • Competency 4: Statistical Techniques and Competencies, Level I & Level II
  • Competency 6: Communication, Level I & Level II
  • Competency 9: Change Management/Strategic Thinking, Level I & Level II

Organic, locally-grown, made from scratch: these terms are no longer the domain of just your trendy local restaurant. Join “Data Chefs” Josh Birkholz and Alex Oftelie of Bentz Whaley Flessner as they discuss their strategies and techniques to provide analytics that provides a customized approach and deeper insights for your institution. Josh and Alex will share how the data you currently have is not only of high quality, but how with some experimentation and preparation, can produce models that are as effective as anything you can purchase. This session will review the benefits of a customized approach, strategies to find the distinguishing characteristics of your best donors, and how building these models with your own data can be a rewarding and successful sustainable effort.

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

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.

Right-Minded Reporting: Make It Meaningful Using Data Visualization
Right-Minded Reporting: Make It Meaningful Using Data Visualization

Presenter: Amanda Jarman, Portland State University
Year: 2010
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Data Analytics
Competencies and Levels:  

  • Competency 5: Visualization/Reporting Techniques and Competencies, Level I, Level II
  • Competency 6: Communication, Level I, Level II

This presentation will address:

  • How to engage different learning styles
  • Hands-on data visualization tools and techniques
  • Data visualization pitfalls to avoid

Do your colleagues’ eyes glaze over when you present them with data?  Your spreadsheet is impeccable, rich with information showing the highlights (and lowlights) of your fundraising efforts.  But your right-brained colleagues can’t seem to put the picture together.  These creative and holistic thinkers need more than columns of numbers to meaningfully interpret the data.  And it's not just right-brainers who reap the benefits of data visualization.  Learn how visualizing data can increase efficiency and effectiveness through innovative analysis.

Engage both halves of your audience’s brains through data visualization.  In this presentation, you will learn creative methods and tools for presenting data so that it is easy to understand, including charts, cross-tabs, sparklines, and geographic and relationship mapping.  We’ll look at examples of excellent data visualization, as well as pitfalls to avoid.  You'll also get a whirlwind tour through the history of data visualization, from the earliest data maps of the 1600s up to today's cutting-edge interactive visualizations.

Refresh: Thinking about Data Modeling? Five Key Questions to Consider Before Starting
Refresh: Thinking about Data Modeling? Five Key Questions to Consider Before Starting

Presenter: Joshua Birkholz, Bentz Whaley Flessner
Year: 2014 (Original Recording: 2009)
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Data Analytics

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

This presentation will address:

  • Readiness of your program for implementing data mining and modeling
  • Necessary skill sets for analytics professionals 
  • Software evaluation approaches 
  • Training opportunities
  • Analytics implementation strategies

An increasing number of development programs are building internal analytics capacity for prospect identification, direct marketing segmentation and program analysis. With the increasing demands of prospect development programs, when does it make sense to add this capability to your organization? This session will discuss the five key questions to consider before starting an analytics effort of your own.

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

Deciphering the Information: A Case Study
Deciphering the Information: A Case Study

Presenter: Tanya Ford, Taylor University
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management 
Competencies and Levels:  

  • Competency 1: Prospect Pool/Base Analysis, Level I 

Domain: Data Analytics 
Competencies and Levels:  

  • Competency 7: Fund Raising Knowledge, Level I 

Who are your best prospects? The Data Analysis and Prospect Identification Project focused on deciphering the Taylor University Advancement database to use in identifying promising major and principle gift prospects. This case study provides a practical illustration from start to finish of the analysis of the data, application of the findings and review of the results that can be adapted to create informed prospect management strategies for your organization. Focus will be on understanding the importance of your data by shifting the spotlight off of capacity for a while.