Click below for the most up-to-date education grids for Prospect Development 2018 and the 2018 Data Analytics Symposium. Check back often as we continue to update the grids. 

Prospect Development 2018 Education Grid    

2018 Data Analytics Symposium Education Grid    

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Tuesday, August 7

Wednesday, August 8

Registration
Track: Breaks/Meals/Registration
Wednesday, Aug 8th (7:30 AM - 7:00 PM)
Meals
Track: Breaks/Meals/Registration
Wednesday, Aug 8th (8:00 AM - 9:00 AM)
My Journey from Advancement Data Analyst to Data Scientist
Track: Data Analytics Symposium
Wednesday, Aug 8th (9:00 AM - 10:00 AM)
Adapting “Big Idea” Best Practices to Small Shops: Being a Catalyst for Change
Track: Strategic Management
Wednesday, Aug 8th (9:00 AM - 12:00 PM)
Persuading and Negotiating for Success: Portfolio Reviews
Track: Relationship Management
Wednesday, Aug 8th (9:00 AM - 12:00 PM)
Success by Design: Managing Your Team Through an Ever-Evolving Landscape
Track: Strategic Management
Wednesday, Aug 8th (9:00 AM - 12:00 PM)
The Three Faces of PD: Research/Management/Analytics - A Dialogue with Results!
Track: Prospect Research
Wednesday, Aug 8th (9:00 AM - 12:00 PM)
Validating Wealth Screenings: Minimum Effort for Maximum Benefit
Track: Prospect Research
Wednesday, Aug 8th (9:00 AM - 12:00 PM)
New Researchers Symposium
Track: NRS *Additional
Wednesday, Aug 8th (9:00 AM - 5:00 PM)
Data Analytics Symposium
Track: Data Analytics Symposium
Wednesday, Aug 8th (9:00 AM - 5:00 PM)
Introduction to Simulation Analytics for Fundraising
Track: Data Analytics Symposium
Wednesday, Aug 8th (10:15 AM - 10:45 AM)
Top Excel Techniques for Data Manipulation and Pivot Table Primer
Track: Data Analytics Symposium
Wednesday, Aug 8th (10:15 AM - 10:45 AM)
Break
Track: Breaks/Meals/Registration
Wednesday, Aug 8th (10:45 AM - 11:00 AM)
Smart Data: 3 Case Studies of Machine Learning in Fundraising Analytics
Track: Data Analytics Symposium
Wednesday, Aug 8th (11:00 AM - 12:00 PM)
Where have all the Prospects Gone?
Track: Data Analytics Symposium
Wednesday, Aug 8th (11:00 AM - 12:00 PM)
Analytics in Prospect Management: Hype Versus Reality
Track: Data Analytics Symposium
Wednesday, Aug 8th (1:30 PM - 2:00 PM)
Designing Data to Drive Insight
Track: Data Analytics Symposium
Wednesday, Aug 8th (1:30 PM - 2:00 PM)
A Public Struggle with Private Companies
Track: Prospect Research
Wednesday, Aug 8th (1:30 PM - 4:30 PM)
Advocate!
Track: Strategic Management
Wednesday, Aug 8th (1:30 PM - 4:30 PM)
Raise the Bar in Your Career: Strategies & Tools to Achieve the Next Level in Your Career
Track: Strategic Management
Wednesday, Aug 8th (1:30 PM - 4:30 PM)
So You’re Going into a Campaign: Prospect Management Essentials
Track: Campaigns
Wednesday, Aug 8th (1:30 PM - 4:30 PM)
There’s no time like the present: Reactive to Proactive Revolution Mid-Campaign
Track: Campaigns
Wednesday, Aug 8th (1:30 PM - 4:30 PM)
How Substantial are the Contact Reports?
Track: Data Analytics Symposium
Wednesday, Aug 8th (2:00 PM - 2:30 PM)
Mind the gap: effective strategies to help data science learners navigate the path from R novice to R programmer
Track: Data Analytics Symposium
Wednesday, Aug 8th (2:00 PM - 3:00 PM)
Text Mining of Donor's conversation with Solicitors
Track: Data Analytics Symposium
Wednesday, Aug 8th (2:30 PM - 3:00 PM)
Break
Track: Breaks/Meals/Registration
Wednesday, Aug 8th (3:00 PM - 3:15 PM)
Data-Driven Crowdfunding: Building a Successful Peer-to-Peer Strategy with Predictive Analytics
Track: Data Analytics Symposium
Wednesday, Aug 8th (3:15 PM - 3:45 PM)
Tactical Talks - Best Practices on using DS Tools & Real Results
Track: Data Analytics Symposium
Wednesday, Aug 8th (3:15 PM - 3:45 PM)
The Future of Fundraising Analytics
Track: Data Analytics Symposium
Wednesday, Aug 8th (4:00 PM - 5:00 PM)

Thursday, August 9

Registration
Track: Breaks/Meals/Registration
Thursday, Aug 9th (7:30 AM - 3:30 PM)
Meals
Track: Breaks/Meals/Registration
Thursday, Aug 9th (8:00 AM - 9:00 AM)
Break
Track: Breaks/Meals/Registration
Thursday, Aug 9th (10:00 AM - 10:15 AM)
Break
Track: Breaks/Meals/Registration
Thursday, Aug 9th (10:00 AM - 10:30 AM)
Dashboard Confessional: Implementing Dashboards Across Fundraising Teams
Track: Data Analytics Symposium
Thursday, Aug 9th (10:15 AM - 10:45 AM)
Empowering Development Officers with Moves Management Dashboards
Track: Data Analytics Symposium
Thursday, Aug 9th (10:15 AM - 10:45 AM)
Analyzing Fundraiser Performance: Top Performers
Track: Relationship Management
Thursday, Aug 9th (10:30 AM - 12:00 PM)
Grateful Patience: Patient Family Programs Take Time, Commitment and Perseverance
Track: Prospect Research
Thursday, Aug 9th (10:30 AM - 12:00 PM)
How Far You'll Go - Finding the Best Prospects for the Right Project
Track: Prospect Research
Thursday, Aug 9th (10:30 AM - 12:00 PM)
Our Journey from Reactive to Proactive Prospect Research, Prospect Management, and Analytics
Track: Strategic Management
Thursday, Aug 9th (10:30 AM - 12:00 PM)
Portfolio Optimization - How We Started, Where We Are, and Where We’re Going
Track: Relationship Management
Thursday, Aug 9th (10:30 AM - 12:00 PM)
Prospect Management as a Change Agent: Building Exceptional Donor Partnerships from Within Your Organization
Track: Relationship Management
Thursday, Aug 9th (10:30 AM - 12:00 PM)
Strategy: It's Not Just a Buzz Word
Track: Strategic Management
Thursday, Aug 9th (10:30 AM - 12:00 PM)
Using Engagement and Social Insights to Discover and Qualify New Prospects
Track: Prospect Research
Thursday, Aug 9th (10:30 AM - 12:00 PM)
How to Tame Your Analytics Provider
Track: Data Analytics Symposium
Thursday, Aug 9th (11:00 AM - 12:00 PM)
I Wonder If...? What-If Simulations and a Planned Giving Model
Track: Data Analytics Symposium
Thursday, Aug 9th (11:00 AM - 12:00 PM)
Meals
Track: Breaks/Meals/Registration
Thursday, Aug 9th (12:00 PM - 1:00 PM)
"You Ain't Seen Nothing Yet": Intro to Data Analysis and Visualization in Excel
Track: Data Analytics Symposium
Thursday, Aug 9th (1:15 PM - 1:45 PM)
Your Move: Using Geotriggers to Organize Response to Constituent Relocation
Track: Data Analytics Symposium
Thursday, Aug 9th (1:15 PM - 1:45 PM)
Big Data for Small Shops: How All Organizations can Track and Promote Engagement
Track: Campaigns
Thursday, Aug 9th (1:15 PM - 2:45 PM)
Come Out of the Shadows: Develop Pipeline Status and Projection Reporting Procedures Based on Knowledge, Not Fantasy
Track: Relationship Management
Thursday, Aug 9th (1:15 PM - 2:45 PM)
Control, Alt, Delete: Rebooting Portfolio Enthusiasm
Track: Relationship Management
Thursday, Aug 9th (1:15 PM - 2:45 PM)
From Researcher to Investor: Using Your Research Skills on Your Own Stock Portfolio
Track: Prospect Research
Thursday, Aug 9th (1:15 PM - 2:45 PM)
Leading by Example: Building Successful Mentorship Programs, Relationships, and Skills
Track: Strategic Management
Thursday, Aug 9th (1:15 PM - 2:45 PM)
Moving Beyond the Gift Cycle: A New Approach to Prospect Management
Track: Relationship Management
Thursday, Aug 9th (1:15 PM - 2:45 PM)
Skyscrapers and Ski Lifts: An In-Depth Look at Real Estate in NYC and Resort Town USA
Track: Prospect Research
Thursday, Aug 9th (1:15 PM - 2:45 PM)
XYZ...Wealth To Be?!
Track: Prospect Research
Thursday, Aug 9th (1:15 PM - 2:45 PM)
Save Time and Heartache by Building Your Own R Package
Track: Data Analytics Symposium
Thursday, Aug 9th (2:00 PM - 3:00 PM)
Savvy Data Selection and Visualization Empowers You to Evaluate Donor Potentials
Track: Data Analytics Symposium
Thursday, Aug 9th (2:00 PM - 3:00 PM)
Break
Track: Breaks/Meals/Registration
Thursday, Aug 9th (2:45 PM - 3:15 PM)
A Prospect Development Revival
Track: Campaigns
Thursday, Aug 9th (3:00 PM - 3:30 PM)
Building a Predictive Model to Score Planned Gift Donors
Track: Data Analytics
Thursday, Aug 9th (3:00 PM - 3:30 PM)
Built for Major Gifts: Structuring Small Shops to Win Big
Track: Relationship Management
Thursday, Aug 9th (3:00 PM - 3:30 PM)
How We Rock It: Characteristics of Highly Effective Prospect Development Professionals
Track: Strategic Management
Thursday, Aug 9th (3:00 PM - 3:30 PM)
Text Mining of Donor's conversation with Solicitors
Track: Data Analytics
Thursday, Aug 9th (3:00 PM - 3:30 PM)
The Main Event: Transform Events Into a Launch Pad for Campaign Success
Track: Campaigns
Thursday, Aug 9th (3:00 PM - 3:30 PM)
Vanishing Act: Making Yourself “Replaceable”
Track: Strategic Management
Thursday, Aug 9th (3:00 PM - 3:30 PM)
We're Bringing Ethics Back. Yeah.
Track: Prospect Research
Thursday, Aug 9th (3:00 PM - 3:30 PM)
Automate IT, how we automated prospect assignment, wealth screening, and web data mining
Track: Data Analytics Symposium
Thursday, Aug 9th (3:15 PM - 4:15 PM)
Free for All: Unlocking the Power of Open Data
Track: Data Analytics Symposium
Thursday, Aug 9th (3:15 PM - 4:15 PM)
A Raise of Hands: Combining Screenings & Surveys to Identify Prospects for Specific Initiatives
Track: Vendor Sessions
Thursday, Aug 9th (3:45 PM - 4:30 PM)
Bentz Whaley Flessner: Transforming Prospect Development
Track: Vendor Sessions
Thursday, Aug 9th (3:45 PM - 4:30 PM)
Best Practices for Prospect Research
Track: Vendor Sessions
Thursday, Aug 9th (3:45 PM - 4:30 PM)
Breaking Down Barriers in Research with Top University Development Professionals
Track: Vendor Sessions
Thursday, Aug 9th (3:45 PM - 4:30 PM)
Environment Matters: CRM Conversion Tips from the Trenches
Track: Vendor Sessions
Thursday, Aug 9th (3:45 PM - 4:30 PM)
Explore WealthEngine's Enhanced Profile - Now with Design and Performance Updates for Increased Efficiency
Track: Vendor Sessions
Thursday, Aug 9th (3:45 PM - 4:30 PM)
Tactical Talks - Best Practices on using DS Tools & Real Results
Track: Vendor Sessions
Thursday, Aug 9th (3:45 PM - 4:30 PM)
The iWave Roadmap — New Data and Features Designed to Help All Nonprofits Fundraise With Confidence
Track: Vendor Sessions
Thursday, Aug 9th (3:45 PM - 4:30 PM)
The Next Generation of Analytics
Track: Vendor Sessions
Thursday, Aug 9th (3:45 PM - 4:30 PM)
Welcome to the Advancement of Data Revolution
Track: Vendor Sessions
Thursday, Aug 9th (3:45 PM - 4:30 PM)
Break
Track: Breaks/Meals/Registration
Thursday, Aug 9th (4:00 PM - 4:15 PM)
Break
Track: Breaks/Meals/Registration
Thursday, Aug 9th (4:30 PM - 4:45 PM)
Oh, the Good We Will Do
Track: Data Analytics Symposium
Thursday, Aug 9th (4:30 PM - 5:00 PM)
A Raise of Hands: Combining Screenings & Surveys to Identify Prospects for Specific Initiatives
Track: Vendor Sessions
Thursday, Aug 9th (4:45 PM - 5:30 PM)
Behavior Analytics for Major Donors
Track: Vendor Sessions
Thursday, Aug 9th (4:45 PM - 5:30 PM)
Breaking Down Barriers in Research with Top University Development Professionals
Track: Vendor Sessions
Thursday, Aug 9th (4:45 PM - 5:30 PM)
Buzzword Breakdown: What Does it Really Mean to Have an Integration Strategy?
Track: Vendor Sessions
Thursday, Aug 9th (4:45 PM - 5:30 PM)
Enable Your Front Line For Success!
Track: Vendor Sessions
Thursday, Aug 9th (4:45 PM - 5:30 PM)
Real Time Integrated Solutions: The Future of Screening is Now
Track: Vendor Sessions
Thursday, Aug 9th (4:45 PM - 5:30 PM)
The Next Generation of Analytics
Track: Vendor Sessions
Thursday, Aug 9th (4:45 PM - 5:30 PM)
Why iWave? — How 3 Development Teams Transformed Their Organizations With the Top Rated Research Tool
Track: Vendor Sessions
Thursday, Aug 9th (4:45 PM - 5:30 PM)
Windfall: Accurate Net Worth Data & Real World Applications
Track: Vendor Sessions
Thursday, Aug 9th (4:45 PM - 5:30 PM)

Friday, August 10

Meals
Track: Breaks/Meals/Registration
Friday, Aug 10th (8:00 AM - 9:00 AM)
Registration
Track: Breaks/Meals/Registration
Friday, Aug 10th (8:00 AM - 1:00 PM)
Break
Track: Breaks/Meals/Registration
Friday, Aug 10th (10:30 AM - 11:00 AM)
Building, Scaling and Sustaining a Successful Patient and Family Giving Program
Track: Prospect Research
Friday, Aug 10th (11:00 AM - 12:30 PM)
Collecting, Analyzing, and Utilizing Social Media Data to Drive Actionable Results
Track: Data Analytics
Friday, Aug 10th (11:00 AM - 12:30 PM)
Domestic and International Private Business Valuation
Track: Prospect Research
Friday, Aug 10th (11:00 AM - 12:30 PM)
How Four Disciplines of Execution Will Propel Prospect Pipeline Management and Meet Your Fundraising Goals
Track: Relationship Management
Friday, Aug 10th (11:00 AM - 12:30 PM)
Making Analytics Actionable
Track: Data Analytics
Friday, Aug 10th (11:00 AM - 12:30 PM)
Ms Informed: Working with Fundraisers to Advance Women’s Philanthropy
Track: Relationship Management
Friday, Aug 10th (11:00 AM - 12:30 PM)
Precision Prospect Development: How to Get a Seat at the Table and Usher in the Age of Precision Philanthropy
Track: Strategic Management
Friday, Aug 10th (11:00 AM - 12:30 PM)
Preparing your Organization for the Demands of a Campaign
Track: Campaigns
Friday, Aug 10th (11:00 AM - 12:30 PM)
Meals
Track: Breaks/Meals/Registration
Friday, Aug 10th (12:30 PM - 1:30 PM)
Campaign Goal and Staffing Size Decisions: Two Sanity Checks Sure to Please
Track: Campaigns
Friday, Aug 10th (1:45 PM - 2:45 PM)
Finding Diamonds in the Rough: How to Make the Most of One-time Donors
Track: Prospect Research
Friday, Aug 10th (1:45 PM - 2:45 PM)
Jurassic CRM: How To Be A Clever Girl (or Guy) In A Database Conversion
Track: Relationship Management
Friday, Aug 10th (1:45 PM - 2:45 PM)
Organize to Optimize Relationships
Track: Strategic Management
Friday, Aug 10th (1:45 PM - 2:45 PM)
Prospect Management for Planned Giving Prospects
Track: Relationship Management
Friday, Aug 10th (1:45 PM - 2:45 PM)
So You Want Analytics (Now)?
Track: Data Analytics
Friday, Aug 10th (1:45 PM - 2:45 PM)
The Power of One! Prospect Research for the Small Shops
Track: Prospect Research
Friday, Aug 10th (1:45 PM - 2:45 PM)
You Say Goodbye, I Say Hello: Portfolio Management Strategies for Staff Transitions
Track: Relationship Management
Friday, Aug 10th (1:45 PM - 2:45 PM)
‘Manual: There’s No Manual for This’: How to Create a Prospect Management Manual that Development Officers Will Actually Use
Track: Relationship Management
Friday, Aug 10th (3:00 PM - 4:00 PM)
Diversity, Capacity, and Engagement: Prospecting for Volunteer Leadership
Track: Prospect Research
Friday, Aug 10th (3:00 PM - 4:00 PM)
Do you Hear What I Hear? Building Partnerships with Gift Officers
Track: Relationship Management
Friday, Aug 10th (3:00 PM - 4:00 PM)
Fear Not the Capital Campaign!
Track: Campaigns
Friday, Aug 10th (3:00 PM - 4:00 PM)
Managing for Innovation and Retention
Track: Strategic Management
Friday, Aug 10th (3:00 PM - 4:00 PM)
Measures of Affection: Developing & Applying a Data-Driven Engagement Index
Track: Data Analytics
Friday, Aug 10th (3:00 PM - 4:00 PM)
Now What? Weaving Facts and Expertise into Meaningful Prospect Strategies
Track: Relationship Management
Friday, Aug 10th (3:00 PM - 4:00 PM)
Overlooked, Underused & Underestimated: LinkedIn for Fundraising Strategy
Track: Prospect Research
Friday, Aug 10th (3:00 PM - 4:00 PM)
Break
Track: Breaks/Meals/Registration
Friday, Aug 10th (4:00 PM - 4:15 PM)
"You Shaped My Career": Uncovering a Pipeline of Postgraduate Constituents
Track: Prospect Research
Friday, Aug 10th (4:15 PM - 5:15 PM)
A FIRM FOUNDATION: Developing a Strategic Plan for Your Career
Track: Strategic Management
Friday, Aug 10th (4:15 PM - 5:15 PM)
Building Relationships Outside of Development
Track: Strategic Management
Friday, Aug 10th (4:15 PM - 5:15 PM)
Do We Need Counseling? When the Relationship between Prospect Management and Prospect Research Drifts Apart
Track: Relationship Management
Friday, Aug 10th (4:15 PM - 5:15 PM)
Everything I Needed to Know About Prospect Management, I Learned From World of Warcraft
Track: Campaigns
Friday, Aug 10th (4:15 PM - 5:15 PM)
Forecasting & Scoring for Endowments
Track: Data Analytics
Friday, Aug 10th (4:15 PM - 5:15 PM)
General Data Protection Regulations and The Future of Prospect Research
Track: Prospect Research
Friday, Aug 10th (4:15 PM - 5:15 PM)
Helping Your Development Officers Get That First Appointment
Track: Relationship Management
Friday, Aug 10th (4:15 PM - 5:15 PM)

Saturday, August 11

Hospitality Desk Open
Track: Breaks/Meals/Registration
Saturday, Aug 11th (7:00 AM - 8:00 AM)
Meals
Track: Breaks/Meals/Registration
Saturday, Aug 11th (7:00 AM - 8:00 AM)
Don’t Get Lost! An International Research Map
Track: Prospect Research
Saturday, Aug 11th (8:00 AM - 9:30 AM)
Herding Cats: The Art of Prospect Management
Track: Relationship Management
Saturday, Aug 11th (8:00 AM - 9:30 AM)
New Lead Strategy Tracking: Preventing Pileup and Promoting Progress
Track: Relationship Management
Saturday, Aug 11th (8:00 AM - 9:30 AM)
One is the Loneliest Number: A Survival Workshop for Solo & Small Shop Researchers
Track: Prospect Research
Saturday, Aug 11th (8:00 AM - 9:30 AM)
Proactive Prospecting: Finding Your Organization’s Soup Snakes
Track: Prospect Research
Saturday, Aug 11th (8:00 AM - 9:30 AM)
Rethinking Gift Tables
Track: Campaigns
Saturday, Aug 11th (8:00 AM - 9:30 AM)
Stuck in the Middle with Who: Analytics and Strategies for Mid-Level Giving
Track: Data Analytics
Saturday, Aug 11th (8:00 AM - 9:30 AM)
Substance With Style: Dressing Up Traditional Reports in Excel
Track: Data Analytics
Saturday, Aug 11th (8:00 AM - 9:30 AM)
Break
Track: Breaks/Meals/Registration
Saturday, Aug 11th (9:30 AM - 9:45 AM)
Building Effective Partnerships with IT: Do you speak IT?
Track: Relationship Management
Saturday, Aug 11th (9:45 AM - 10:45 AM)
Crowdsourcing, Donor Advised Funds, and Apps, Oh My!"
Track: Prospect Research
Saturday, Aug 11th (9:45 AM - 10:45 AM)
Development Officer Metrics: Creating a Research & Prospect Management Driven Scorecard
Track: Relationship Management
Saturday, Aug 11th (9:45 AM - 10:45 AM)
International Prospect Research Roundtable
Track: Prospect Research
Saturday, Aug 11th (9:45 AM - 10:45 AM)
Research to the Rescue! Using Plug and Play Projection Models to Inform Fundraising Decisions
Track: Campaigns
Saturday, Aug 11th (9:45 AM - 10:45 AM)
Social Media: Occupation to Family Info
Track: Prospect Research
Saturday, Aug 11th (9:45 AM - 10:45 AM)
The Perfect Scenario - Using Excel to Make Data-Driven Decisions on the Fly
Track: Data Analytics
Saturday, Aug 11th (9:45 AM - 10:45 AM)
The Role of Psychology in Prospect Research and Strategy
Track: Prospect Research
Saturday, Aug 11th (9:45 AM - 10:45 AM)
Collateral Advantage: Setting an Organization’s Annual Fundraising Goal
Track: Campaigns
Saturday, Aug 11th (11:00 AM - 12:00 PM)
Creating a Daily Newsletter for Your Fundraising Team
Track: Prospect Research
Saturday, Aug 11th (11:00 AM - 12:00 PM)
Exhilarating Email
Track: Prospect Research
Saturday, Aug 11th (11:00 AM - 12:00 PM)
From Spreadsheets to the Cloud: Elevating Grateful Patient Fundraising
Track: Relationship Management
Saturday, Aug 11th (11:00 AM - 12:00 PM)
International Grants from US foundations: Yes You Can!
Track: Prospect Research
Saturday, Aug 11th (11:00 AM - 12:00 PM)
Once a Researcher Always a Researcher? - How to Advance Your Career
Track: Strategic Management
Saturday, Aug 11th (11:00 AM - 12:00 PM)
Overcoming News Overload
Track: Prospect Research
Saturday, Aug 11th (11:00 AM - 12:00 PM)
Riding into the Sunset: Implementing a System to Roll Prospects Out of Development Officer Portfolios
Track: Relationship Management
Saturday, Aug 11th (11:00 AM - 12:00 PM)