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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. 
10:15 - 10:30 a.m.
Break
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.
2:30 - 2:45 p.m.
Break
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
330 N. WABASH AVE. SUITE 2000, CHICAGO, IL 60611
312.321.5196 | INFO@APRAHOME.ORG
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