Agenda

Monday, October 25, 2021

All times are in Central Time Zone. 

10:30 a.m. - 12:00 p.m.

Welcome and Introduction

Portfolio Management
Faculty will share best practices for portfolio management, prospect identification and portfolio meetings.

Prospect Identification
Participants work in small groups to identify top prospects for assigned scenarios using a provided data set.

12:00 p.m. - 12:30 p.m. Optional Q&A
What is your toughest prospecting challenge?

Wednesday, October 27, 2021

10:30 a.m. - 12:00 p.m.

Elevator Speech and Networking
Define your role in research and get to know your Apra Fundamentals colleagues through this group exercise.

Working with Development Officers
Explore tried and true techniques for prioritizing research requests, establishing standard deliverables, and orienting fundraisers to what research is.

Capacity Ratings
Learn about estimating wealth using 5% capacity ratings, real estate holdings, partnerships with vendors and screenings, plus common troubleshooting barriers.

12:00 p.m. - 12:30 p.m.

Optional Q&A
What challenges have you experienced with development officers? Stump us!

Friday, October 29, 2021

10:30 a.m. - 12:00 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.

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.

12:00 p.m. - 12:30 p.m.

Final Q&A
Our panel of experts will round out the day by answering your toughest questions.