Plug In to Prospect Research Presenters
Alison is associate director, development research at the University of Southern California, which recently met its $6 billion campaign goal and extended the campaign for another five years. She has been a club president and area governor for Toastmasters and has presented at Apra and CARA. She has also been a member of the executive board of the Southern California Chapter of the Special Libraries Association (SLA) and archivist for SLA’s Business Finance Division. She earned a BA in Slavic Languages and Literatures from UC Berkeley and a MLS from the University of Chicago. Alison is a member of Learned League and is a Jeopardy! champion.
Bill serves as associate director, prospect research of Boston Children’s Hospital Trust, a position he has held since 2014. Bill’s focus is on managing a team of brilliant researchers, building next-level grateful patient prospecting, and redesigning prospect management systems. He also serves as a member of the board of directors of NEDRA. Prior to his work at Children’s, Bill worked for nine years with the Harvard University Development Office where he served as a Senior Research Analyst responsible for prospecting for the University’s science initiatives. Bill has also served as a prospect research consultant with The Helen Brown Group and a NEDRA Annual Conference Committee member. His spends his time away from the office traveling, reading spy thrillers, and becoming a golf fanatic.
Gareth is the senior director of prospect management & analytics at Santa Clara University, where he leads the university’s prospect research, prospect management, and analytics program. Previously, he was the Assistant Director of Prospect Management at UC Berkeley, where he was the team lead for the prospect management program. Prior to heading west to California, he served as a Prospect Research Analyst at Clemson University. Gareth currently serves as chair of Apra’s Ethics & Compliance Committee (ECC).
Mallory is assistant director, prospect management at UC Berkeley, where she also supports regional fundraising efforts in Los Angeles and the Bay Area, and the Vice Chancellor for Research Office. Mallory works with her fundraising clients to provide comprehensive prospect management, prospect research, and data analytics services. Mallory started in prospect research as a student worker at UC Santa Barbara and was able to embark on a career in the industry after graduation. She returned to Prospect Development after she took a career detour as an estate planning attorney, where she was also involved on many community boards. Mallory joined the board of CARA (California Advancement Research Association) in 2014 as the Northern California Regional Chair and currently serves as the President.
Henry is the senior director of research at the Beaumont Health Foundation, the philanthropic arm of Beaumont Health in southeastern Michigan. In his role, Henry oversees the research and relationship management programs that support Beaumont's recently affiliated eight hospital system. Henry has over sixteen years of experience in not-for-profit institutions that has included prospect research, program analysis, database integration, information management system implementations and procedural standards programs such as the international ISO 9000 system. A graduate of the James Madison College at Michigan State University, Henry is a member and past president of the Michigan chapter of APRA and a former APRA International board member. His community involvement includes the Chinese Association of Americans, OCA Asian Pacific American Advocates, the Council of Asian Pacific Americans and the small business advocacy group MichBusiness.
Lori Hood Lawson
As co-founder and CEO of WorkingPhilanthropy.com, Lori helps to keep the nonprofit sector current in the latest issues and trends. Previously, Lori served as Director of Strategic Solutions for Kintera P!N, where she managed a team of consultants, serving more than 300 nonprofit organizations in identification of prospective donors via wealth screening. While at Kintera, she also helped bring to market P!N’s desktop product as a web-based solution. Before joining P!N, Lori enjoyed the role of Associate Director of Research for The Florida State University Foundation, where she received the Administrator of the Year Award and served on the New Employee Orientation Committee and The Committee for Acknowledgement and Recognition of Employee Excellence. She was a member of the fundraising operations certification task force and served as adjunct faculty and mentor for the fundraising operations certification program at Rice University’s Center for Philanthropy and Nonprofit Leadership. She also served as Editor for David Lawson’s book, Big Good: Philanthropy in the Age of Big Data & Cognitive Computing.
Dave is a senior prospect researcher at the Boston Children’s Hospital Trust, where he also began his development career as a Prospect Researcher in 2001. Prior to his tenure at Boston Children’s Hospital, he worked in clinical administration at Beth Israel Deaconess Medical Center in the departments of Pulmonary Care and Oncology. He received his M.A. degree in Political Science from Northeastern University, a B.A. degree in Philosophy and Public Policy from UMass/Boston, as well as an A.A. degree in Mathematics/Science from Cape Cod Community College. Dave is currently a member of the NEDRA 2018 Conference Committee, and previously served on NEDRA’s Programming Committee from 2014 to 2017.
Kelly is director of prospect research at the University of Washington. She has over 20 years of experience working in non-profits as an administrator, librarian, and information and fundraising professional. A passionate advocate for prospect development, she is a frequent guest lecturer for introducing the field and its importance to fundraisers and non-profit administrators as well as training for new researchers. She is particularly excited about the topics of data visualization and actionable data, leveraging both her BFA and MLIS degrees on a daily basis. She is currently chair of Apra’s Online Curriculum Committee, a member of the Education and Professional Development Committee and past board member and webmaster for Apra-NW.