Chapters Share the Knowledge
Thank you to those who attended Apra's Chapters Share the Knowledge, June 14-18,
2021! Select recordings from past Chapters Share the Knowledge events are available on Apra
University.
Schedule
To access webinar content, please make note of the following:
- Live Webinars - Registration links are listed below. Please register in advance of the
scheduled webinar.
- Pre-Recorded Webinars - The link to view the webinar will be made available on the schedule at the date and time listed. Please check back then!
Monday, June 14 I 1:00 p.m. EST
Pre-recorded Webinar by Apra Great Plains
CRM Therapy: Real Talk, Tips, and Tricks for Navigating a Successful CRM Conversion
Change can be a difficult thing. And a CRM conversion is a BIG change for an organization to go through. Understanding your role in the process can be as clear as mud sometimes, but our panel of professionals share tips and tricks that will hopefully provide you the tools to get throughwhatever stage of the process you are in. Or at least show you that you are not alone in how you feel!
Download the pre-recorded webinar.
Monday, June 14 I 3:00 p.m. EST
Pre-recorded Webinar by Apra Rocky Mountains
Gift Planning; Gifts-in-Kind
From basic definitions and examples to the more complex nature of appraisals, internal processing, and tax laws, this comprehensive look examines the tools for non-profits, through research to acceptance of Gifts-in-Kind..
Presented by Brett Befus, Associate Vice President for Development, University of Wyoming
Download the pre-recorded webinar.
Tuesday, June 15 I 12:00 p.m. EST
Live Webinar by Apra Utah and SWARO
Starting a New Apra Chapter / Revitalizing an Existing Chapter
Presented by Timothy Wilson, Apra Utah Chapter; Drew Krewer, SWARO
Register in advance for this webinar:
https://smithbucklin.zoom.us/webinar/register/WN_YBEMC1f7QyOuuKz_kS20nw/
After registering, you will receive a confirmation email about joining the webinar.
Apra SWARO
SWARO is a regional chapter of Apra, an international organization for people in prospect development. Its mission is to provide educational and networking opportunities to fundraising professionals in Arizona, Nevada, and New Mexico. It is intended to be a forum to share best practices and to advance cooperation among its members.
Apra Utah
Apra Utah welcomes any prospect development officer working for a Beehive State institution or working remotely in Utah. We strive to connect our members with valuable content and knowledge-sharing opportunities via semi-annual chapter conferences and our new chapter website.
Session Description: Share the Knowledge Roundtable
“Please join Apra SWARO and Apra Utah chapter leaders for our Share the Knowledge Roundtable topic “Starting a New Chapter, or Revitalizing an Existing Chapter”! Drew Krewer (University of Arizona), Jess Channell-Iler (UNLV), Tim Wilson (Intermountain Healthcare), and Masha McFadden (University of Utah) will excitedly share how they have led efforts to start a new Apra chapter (SWARO) or take an existing chapter to the next level (Utah). Their leadership efforts have included initial chapter incorporation and developing bylaws, more robust programming, cross-Apra chapter initiatives and conferences, revamped chapter websites, and outreach to recruit and retain
Tuesday, June 15 I 1:00 p.m. EST
Pre-recorded Webinar by Apra Metro D.C.
International Prospecting: Tips and Tricks
Prospect Research is hard enough. You spend hours sifting through databases and web searches to find every scrap of information. But if that prospect lives internationally, absolutely forget about it. Just wave the white flag.
Or you could join Apra Metro DC for a webinar on International Prospecting: Tips and Tricks. Our two speakers will cover their best practices for international prospecting with an alumni base and without an alumni base.
Edward (Ted) Wynne - Officer, Prospect Research, Advancement at the National Geographic Society
Thomas Turner - Regional Director, Business Intelligence & Analytics at the International Justice Mission
Download the pre-recorded webinar.
Wednesday, June 16 I 12:00 p.m. EST
Twitter Chat with Apra Indiana
Join Apra Indiana for a Twitter Chat about diversity, equity and inclusion by following #apraembracesdiversity.
Wednesday, June 16 I 1:00 p.m. EST
Live Webinar by Apra Canada
An Overview of Apra Canada’s New Website!
Presented by Elanna Giang, Apra Canada Director of Special Projects – Website and Prospect Development Officer with Covenant House Vancouver. Elanna will present their general process, timelines, and what to expect with a new website. Elanna will also highlight their final product / what is planned for the future.
Register in advance for this webinar:
https://smithbucklin.zoom.us/webinar/register/WN_l8Q0h2iGQ0S1CXVv3VyFqQ
After registering, you will receive a confirmation email containing information about joining the webinar.
Wednesday, June 16 I 3:00 p.m. EST
Live Webinar by Apra Georgia
If You Can't Measure It, You Can't Improve It: How to Measure the Ongoing Effectiveness of Your Team by Implementing a Researcher Scorecard
Presented by Matthew McCauley, Development Analyst, University of Georgia and Prisca Zaccaria, Senior Director of Prospect Development, University of Georgia
Measuring prospect research productivity, value, and impact is a challenging endeavor. Determining the success of a project is one thing, but measuring an employee's output and impact without micromanaging is another. No one cares if you identified 200 proactive prospects in one week if you can't turn them into referrals. No one cares if you referred 100 major gift prospects if none of them turned into a visit. No. One. Cares. All you want to care about when talking about Research team productivity is how much q counted."
This session will explore how an easily refreshable database-driven productivity visualization can optimize research metrics, establish trust, and highlight impact.
- What to measure and how to adapt the research visualization scorecard to your metrics and use it
to track productivity and promote accountability.
- How to best utilize an internal research scorecard to track the impact of referred prospects and
track activity from prospect identification to gift.
Register in advance for this webinar:
https://smithbucklin.zoom.us/webinar/register/WN_uNCLJdSnShKPqhWxpGGHLg
After registering, you will receive a confirmation email about joining the webinar.
Thursday, June 17 I 12:00 p.m. EST
Pre-recorded Webinar by Apra Greater New York
Building Prospect Management Systems
Elizabeth de Velasco’s love of systems and strategy led her to prospect development. Before joining Memorial Sloan Kettering, she led prospect development, was a major gifts officer at UNICEF USA, and worked in annual giving and events at Scripps College.
Download the pre-recorded webinar here.
Thursday, June 17 I 1:00 p.m. EST
Interactive Meeting with Apra Florida
Financial Forms, Terms and Acronyms - Oh My!
Presented by: Jen Filla and Aisha Maddox
Do you know what those financial terms and acronyms mean? As researchers, we often need to comb through and locate wealth, and knowing which SEC form or what those financial acronyms and terms mean is always helpful. Join up in teams to test your knowledge game show style.
The Florida Chapter brings the ideas of fun in the sun to prospect development & research. Our members include various organizations and individuals in the Florida area, including the Caribbean.
Register in advance for this meeting:
https://smithbucklin.zoom.us/meeting/register/tJIuc-GgrzwvGNZi_KuzmVdLJLx78szN8wiZ
After registering, you will receive a confirmation email containing information about joining the meeting.
Thursday, June 17 I 3:00 p.m. EST
Pre-recorded Webinar by Apra Maryland
“There must be a better way!” Excel Data Clean‐up Strategies, Formulas, and More
"There must be a better way!" If you've said that at one time or another when working in Excel, this session is for you! Andrea Kennedy, Data Integrity and Training Specialist at Virginia Tech, will share Excel data clean‐up strategies, useful formulas for comparing spreadsheets, and crowd‐favorite pivot tables! In addition, we will show a few other Excel tips& tricks that are sure to save you time and energy (and you may just wow your boss in the process!).
Meet the Presenter: Andrea Kennedy is the Data Integrity and Training Specialist at Virginia Tech in the University Advancement division. Her work in higher education has ranged from undergraduate admissions operations, coordinating university assessments, and institutional reporting, to professional development and technical training. In her current role with Virginia Tech, she combines her two favorite things—working with data and workplace training.
Download the pre-recorded webinar here.
Friday, June 18
Blog by Apra Carolinas
The Best Things in Life are Free...
Whether you are brand new to prospect research or a veteran of the field, some of the most used tools in our toolkits end up being free resources found online. Apra Carolinas shares the love of our favorite free prospecting tools. The board members were each asked to share their favorite free resource(s) and why they love it. This is what your board had to say…
Click here to read the blog post.
Friday, June 18 I 1:00 p.m. EST
Pre-recorded Webinar by Apra Pennsylvania
ID Score
A new score was born when one gift officer had too many identification prospects to get through or for a researcher to verify. Join Lauren Woodring, Research Analyst at the Philadelphia Museum of Art, to learn how she, with the help of gift officers and fellow research staff, created a simple score to rank identification prospects and make everyone’s lives a bit easier. The score allowed everyone to prioritize who to reach out to or drop from a portfolio. This session is half an hour long and is recorded from Apra PA’s virtual fall 2020 conference.
Download the pre-recorded webinar here.
Friday, June 18 I 3:00 p.m. EST
Pre-recorded Webinar by Apra New York
Campaigns and Prospect Development, The Adventure Ahead!
In this session, you will learn a general overview of capital campaigns and the best practices a prospect development office could and should be doing in their organization. This session focuses on strategic prospect management in the run-up to a campaign and being prepared for the adventure of the campaign ahead!
Highlighting our Chapter:
The APRA-NY mantra is Share the Knowledge, and we take that to heart. In 2021, we were committed to creating robust and affordable virtual and in-person programming when it’s safe. We offer a popular webinar series, monthly newsletters for members, and multiple opportunities for folks in our industry to connect and network. We aren’t slowing down this summer as we continue to schedule webinars, plan our multiday conference for October, and launch our first book club!
Download the pre-recorded webinar here.