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Apra Fundamentals: Relationship Management

Apra Fundamentals: Research Management will take place on Aug. 19 in Baltimore.

Apra Fundamentals: Relationship Management is a foundational program designed for fundraising professionals new to the industry who want to build a strong understanding of relationship management, portfolio optimization and strategic donor engagement.

Register Now

Who Should Attend?

New professionals in prospect development who want to gain a strong foundation in relationship management or anyone seeking practical strategies to improve relationship management, portfolio optimization and collaboration between prospect development and frontline fundraisers.

What Will You Learn?

  • Core principles of relationship management, including portfolio management, prospect strategy and metrics.
  • Best practices for tracking and reporting on donor engagement.
  • How relationship management fits within the broader prospect development cycle.
  • Opportunities to network and share experiences with other professionals in the field.

What Else Is Included in Apra Fundamentals: Relationship Management Registration?

Leading up to the in-person event, registrants will receive exclusive access to an online learning community, where they can:

  • Network with fellow attendees and faculty experts.
  • Download course materials and resources.
  • Complete mandatory pre-event learning modules (approximately four hours) to prepare for in-depth discussions at the event.

The pre-event online modules, ranging from 20-60 minutes each, include:

  • Relationship Management Introduction
  • Relationship Management 101
  • Portfolio Optimization 101
  • Portfolio Optimization 201
  • Projections
  • Data Visualization
  • Relationship Mapping
  • Soft Skills
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