Data Analytics Symposium 

Spur innovation, network and share best practices at the leading fundraising data analytics event.

Explore the potential of data analytics and learn from an expert faculty during this two-day symposium. Identify new and exciting ways to approach fundraising and organizational growth with minimal investment. Be part of the strategic solution by bringing your unique perspective and skill set to the leadership table. Join colleagues for networking and collaborative learning. Educational sessions will review case studies to understand what works and what doesn’t when tackling real-world solutions. The fundamental track will teach you about the applicable value of data analytics, while the intermediate/advanced track will inspire new thinking and strategic projects to enhance fundraising.


Keynote Presentation
History of Analytics in Fundraising

Fundamental Track
Various Variables: Data Preparation and Management for Successful Analytics
Walkthrough: Understanding the Problem and the Resources
Key Questions in Project Management
Case Study Blitz

Intermediate/Advanced Track
Applying Predictive Modeling and Segmentation to Fundraising Events and Peer-to-Peer
Fundraising Programs
Constituent Engagement
Collaborating with Development IT
Case Study Blitz 

About the Data Analytics Symposium

The Analytics Symposium is ideally suited for professionals who manage or implement analytics and business intelligence. Presented in two tracks, Fundamental and Intermediate/Advanced, the symposium presents techniques and theory as well as real-world case studies from practitioners in the field.

The Fundamental track walks through key elements of beginning an analytics effort at an institution, using internal and external resources. Presenters show how to start a successful analytics program and bring new information and ideas to management.

The Intermediate/Advanced track shares the latest in ideas, models, and analysis methods as applied in development. Speakers present a variety of current projects, address questions that commonly arise when an analytics effort becomes integrated at an institution and explore new areas of inquiry in this growing field.

Attend the Data Analytics Symposium to build expertise in:

  • Prospect identification ― Predictive modeling for prospect identification is quickly becoming a best practice in development offices. Learn how to deploy effective analytics efforts, both as an internal effort and with the help of outside analytics vendors.
  • Tools for data-driven decision-making ― Analytics methods are rapidly expanding beyond prospect identification to program evaluation, metrics creation and implementation, forecasting, and other tools that enable educated decision-making. Hear case studies of institutions’ real-world projects and understand how the field is evolving.
  • Implementation ― Predictive models and other analytics projects have the potential to reach into every corner of the development office. Learn to integrate project results with development IT and prospect management, and how to use dashboards and visualization to disseminate results and support evidence-based management.
  • Management ― One key challenge in creating a successful analytics program is effective management of projects and analysts as well as communication with fundraising leaders. Learn best practices for addressing questions that arise in a growing analytics operation such as defining projects, explaining results, prioritizing needs and implementing systems based on project outcomes.

Attendees build connections with analysts with the same professional challenges and career development objectives.

Who Should Attend

  • Analysts who manage or implement statistics and predictive modeling for prospect identification, program evaluation, program metrics, forecasting, and other data-focused projects that inform management decision-making in development.
  • Development IT professionals who collaborate with analysts to prepare data and implement the results of models and other analyses on an automated basis in the development database.
  • Business Intelligence professionals who provide strategic reporting to serve the business needs of a development office.
  • Fundraising managers who use the results of analysis and modeling to make strategic decisions, set priorities and champion results.

Why You Need to Be at the Data Analytics Symposium

  • Numerous nonprofit institutions and organizations use analytics for all stages of identifying and soliciting prospects, from modeling new donors to forecasting campaign results. These disciplines are employed at various levels of complexity in almost all shops. This symposium provides the basics and latest technique; attendees of all experience levels can gain high-impact knowledge in just two days.
  • You can engage with colleagues and peers to gain new ideas for how to think about data, drawing from the range of attendees’ perspectives, to enhance how you apply this knowledge to you work every day.
  • Bill Gates, in his book, Business at the Speed of Thought, makes clear that successful businesses are those that get good, detailed information in real-time or almost real-time. For instance, Brown University uses Just-In-Time prospecting to deliver new prospects to gift officer portfolios so that no moment is wasted in a gift officer’s calendar, and prospect research is targeted to delivering a one to one suspect to prospect ratio. Time is saved and data is immediate and clear.
  • Many analytics projects reduce fundraising costs, from decreasing travel expenses and optimizing the use of fundraiser time, to enabling a fundraising operation to raise the same amount of money or more while mailing or calling fewer people.
  • Analytics provides tools to management ― including descriptive and predictive analysis, dashboards and forecasts ― that enable institutions to use data to drive strategy, and raise funds for their causes more effectively and more efficiently.

More information on the next Data Analytics Symposium will be available in January 2013.