Tuesday, Aug.19
All times are in Eastern Time. The schedule is subject to change.
8 - 8:30 a.m.
Registration and Breakfast
8:30 - 8:45 a.m.
Welcome and Introduction
8:45 - 9:05 a.m.
Connection Before Content Activity
9:05 - 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 - 10:15 a.m.
Ethics Privacy and Security Best Practices
Using case studies, participants and faculty will explore regulations, considerations and best practices for the responsible use of data for fundraising.
10:30 a.m. - 11:15 a.m.
Prospect Identification
Participants work in small groups to develop prospect identification strategies based on provided scenarios.
11:15 a.m. - Noon
Prospect Identification
Participants work in small groups to develop prospect identification strategies based on provided scenarios.
Noon - 1 p.m.
Lunch (On Own)
1 - 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 - 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.
2:45 - 3:30 p.m.
Portfolio Management
Faculty will share best practices for portfolio management, prospect identification and portfolio meetings.
3:30 - 3:50 p.m.
Q&A Session
Our faculty will round out the day by answering your toughest questions.
3:50 - 4 p.m.
Post-event Survey
Attendees will complete the post-event survey before leaving the workshop.
4:30 - 6:30 p.m.
Opening Reception in the Exhibit Hall