All times are listed in Pacific Standard Time.
Tuesday, August 20
8:00 a.m. – 8:30 a.m.
Registration and Breakfast
8:30 a.m. – 8:45 a.m.
Welcome and Introduction
8:45 a.m. – 9:05 a.m.
Connection Before Content Activity
9:05 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.
Break
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 (On Own)
1:00 p.m. – 1:45 p.m.
Capacity Ratings
Learn about estimating wealth using a 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.
Break
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
Agenda Subject to Change