November 1, 2023

10:00AM - 10:15AM

Apra President's Welcome
Rodger Devine
Assistant Vice President, Advancement Operations
Pomona College

 

10:15AM – 11:00AM

David's Outlook on Metrics
David Lively, Senior Associate Vice President and Campaign Manager
Northwestern University

Join David Lively, the Senior Associate Vice President and Campaign Manager at Northwestern University, in a thought-provoking keynote presentation on his outlook on metrics. Drawing from his extensive experience, David will explore the dynamic shifts in performance management since his groundbreaking book on metrics. Unveiling the cornerstone of metrics, he delves into incentive alignment and navigates the unexplored territories of the metrics frontier, pinpointing where Prospect Development should focus next. By addressing common pitfalls and misconceptions, David offers a roadmap to effectively leverage metrics, empowering Prospect Development to amplify their influence and impact.

 

11:10AM – 12:00PM

Metrics 101: Defining and Deciding What to Measure
Emily Maple
Director of Prospect Management and Research 
University of St. Thomas

In the dynamic landscape of organizational growth and impact assessment, metrics are pivotal in guiding strategic decisions and gauging success. This crucial session delves into the foundational aspects of establishing an effective metrics framework. Whether you're a newcomer to metric formulation or seeking to refine your approach, this session offers invaluable insights to craft metrics that align with your organization's goals.

 

11:10AM – 12:00PM

Metrics 201: Refining Metrics Over Time
Janet Weimar
Executive Director, Prospect Development
The University of Iowa Center for Advancement


Kent Clark
Vice President for Main Campus Development
The University of Iowa Center for Advancement

As organizations evolve and strategies mature, the journey of metric refinement becomes a pivotal element in steering success. "Metrics 201: Refining Metrics Over Time" is a critical session within our virtual conference, tailored for individuals who have embarked on the path of metric development and are seeking insights into refining and optimizing their measurement framework. Whether you've successfully completed a pilot phase or are in the iterative phase of metric evolution, this session offers strategic guidance to enhance your metrics approach.

 

12:15PM – 1:15PM

Lunch-and-Learn Part 1: Crafting Your Metrics Wishlist: A Collaborative Working Session
In the spirit of fostering proactive engagement and meaningful takeaways, we're thrilled to offer you the "Crafting Your Metrics Wishlist: A Collaborative Working Session" as a part of our virtual conference. This session empowers you to envision and outline the metrics that truly matter to your team or organization. With optional pre-conference materials to inspire your thinking and dynamic breakout groups for brainstorming, you'll leave this session equipped with a personalized metrics wishlist that aligns with your goals and aspirations.

 

1:30PM – 2:30PM

Relationship Management Essentials for Metrics
Karin McDowell, Deputy Director of Relationship Management
UNICEF USA

Building and nurturing relationships lie at the core of any successful organization's growth and impact. In the context of metrics, understanding the nuances of relationship management is pivotal for extracting meaningful insights and driving strategic decisions. Join us for this thoughtful session, where we'll delve into the foundational aspects of managing relationships in the metrics landscape. Whether new to relationship-based metrics or seeking to enhance your approach, this session equips you with essential tools for success.

 

1:30PM – 2:30PM

Establishing a Metrics-Driven Culture
Catherine Flaatten Associate Vice President of Prospect Development
BWF

In the realm of metrics-driven decision-making, building a strong foundation of support and alignment is essential for sustainable success. This session dives deep into the strategies and insights required to foster organizational commitment to metrics adoption and leverage incentives for maximum impact. Whether you're seeking ways to overcome resistance, align goals, or communicate the value of metrics to leadership, this session is your roadmap to achieving metrics-driven excellence.

 

2:40PM – 3:30PM

Putting Our Own Oxygen Masks on First
Brent Laskowski
Executive Director, Prospect Management and Analytics

Penn State University

In the dynamic world of prospect development, the journey to success begins by ensuring that your own internal metrics are robust, insightful, and strategically aligned. This session is a call to action for prospect development professionals to invest in and refine their own key performance indicators (KPIs) before extending their expertise to other teams and the broader organization. Focusing on internal metrics lays the foundation for impactful strategies, informed decision-making, and sustainable growth.

 

November 2, 2023

10:00AM – 10:50AM

Trust, Accountability, and Transparency: Helping Leadership Understand Metrics Data
Jessica O'Connor
Executive Director of Prospect Strategy and Engagement
LSU Foundation


Derrick Fang
Director of Research, Relationship Management, and Analytics
Pomona College


Jessica Balsam
Senior Director, Prospect Development
University of Washington Advancement

In today's data-rich landscape, navigating metrics data is integral to informed decision-making and organizational success. This session focuses on equipping leadership with the knowledge and tools needed to comprehend metrics data, fostering a culture of trust, accountability, and transparency. Leaders can drive performance improvements by establishing recurring metrics check-ins, adopting a positive approach, and mastering the art of identifying root cause problems while avoiding common pitfalls.

 

10:00AM – 10:50AM

Metrics 102: Metrics Reporting / Let's Get Tech-y: Building Metrics Into your Tech Stack
Jessica Roberts
Vice President, Data Analytics
CCS Fundraising


John Sammis
Senior Vice President, Data Analytics
CCS Fundraising

Metrics have the power to transform data into actionable insights, but their effectiveness hinges on a seamless integration within your tech stack. This session is a deep dive into metrics reporting, offering comprehensive guidance on weaving metrics into your technology ecosystem seamlessly. From concept to report design, you'll explore the entire reporting lifecycle, discover the ideal "homes" for metrics data, and learn how to overcome common challenges.

 

11:00AM – 12:15PM

Lunch-and-Learn Part 2: Putting Metrics into Motion
Welcome to the second part of our enlightening Lunch-and-Learn series, " Transforming Metrics into Actionable Insights." Building upon the concepts introduced in the previous session, you're invited to join us for an engaging exploration of tactics to implement your desired metrics and leverage them to drive actionable insights for your organization. While attendance at Part 1 is not required, this session promises to be a standalone experience that equips you with the tools and strategies needed to turn metrics into real-world impact.

 

12:15PM – 1:00PM

Advancement Services Metrics: Prospect Development as a Secret Advantage
Rodger Devine
Assistant Vice President, Advancement Operations
Pomona College

Lindsey Nadeau
Vice President, Data, Insight and Campaigns
UNICEF, USA


Paul Wiklanski
Senior Associate Director, Prospect Development
University of Michgan

In the intricate realm of advancement services, Prospect Development (PD) emerges as a secret advantage that wields invaluable insights. This session unveils the unique perspective of Prospect Development within the fundraising ecosystem and showcases how we as Prospect Development professionals can partner strategically on KPI setting and measurement for teams such as BioRecs, Gift Processing, Stewardship, and Events. This perspective is a game-changer for the entire fundraising ecosystem, providing insights that drive strategic decisions and enhance donor engagement.