Monday, August 28

All times are in Eastern Standard Time.

8:00 a.m. – 9:00 a.m.
Registration & Breakfast
9:00 a.m. – 9:15 a.m.
Welcome and Introduction
9:15 a.m. – 9:35 a.m.
Elevator Speech and Networking 
Define your role in research and get to know your Apra Fundamentals colleagues through this group exercise.
9:35 a.m. – 10:30 a.m.
Ethics Privacy and Security Best Practices 
Through the use of case studies, participants and faculty will explore regulations, considerations and best practices for the responsible use of data for fundraising.
10:30 a.m. – 10:45 a.m.
10:45 a.m. – 11:30 a.m.
Prospect Identification
Participants work in small groups to identify top prospects for assigned scenarios using a provided data set. 
11:30 a.m. – 12:00 p.m.
Working with Development Officers
Explore tried and true techniques for prioritizing research requests, establishing standard deliverables and orienting fundraisers to what research is. 
12:00 p.m. – 1:00 p.m.
Lunch (attendees on own) 
1:00 p.m. – 1:45 p.m.
Capacity Ratings 
Learn about estimating wealth using 5% capacity ratings, real estate holdings, partnerships with vendors and screenings, plus common troubleshooting barriers. 
1:45 p.m. – 2:30 p.m. 
Creating Research Profiles 
In this group exercise, we will all work together as a team to find available information and distill it in profile format.
2:30 p.m. – 2:45 p.m.
2:45 p.m. - 3:30 p.m.
Portfolio Management 
Faculty will share best practices for portfolio management, prospect identification and portfolio meetings. 
3:30 p.m. – 4:00 p.m.
Q&A Session 
Our faculty will round out the day by answering your toughest questions. 
4:30 p.m. - 6:30 p.m. 
Opening reception in the Exhibit Hall