Interested in learning more about each of the sessions offered? Click the + next to each title or the title itself for speaker and content information. If you have any questions, please contact us!
All sessions will occur virtually and all times are in Central. Current as of 3/25/2022.
All sessions will occur virtually and all times are in Central. Current as of 3/25/2022.
Thursday, April 21, 2022
12:30 Pm Welcome
12:45 pm keynote
Randall Hallett, CEO & Founder of Hallett Philanthropy
Ever wondered what a gift officer thinks about, concerns them, what keeps them up at night, what they want from the data/infrastructure team? This session, led by a 25 year veteran, will help to "uncover" the cloak of intrigue/confusion so those that are critical to fundraising success (data/infrastructure) can help gift officers, and the organization, be more successful.
Ever wondered what a gift officer thinks about, concerns them, what keeps them up at night, what they want from the data/infrastructure team? This session, led by a 25 year veteran, will help to "uncover" the cloak of intrigue/confusion so those that are critical to fundraising success (data/infrastructure) can help gift officers, and the organization, be more successful.
1:45 pM keynote sponsor remarks - brought to us by insightful
2:00 pM break
2:15 Pm breakout session 1 option 1: introductory data science
Jeremy Wrinkle, Creighton University
It seems that everyone in Prospect Development wants to learn to do data analytics. But there is way more to a successful analytics project than picking the correct model or mastering R. The success of the project will depend on the steps you and your team take well before you are deciding between random forests or neural networks. Jeremy Wrinkle from Creighton University will introduce you to the foundational steps of data analytics work. He will cover project management, data processing, and data quality assurance.
It seems that everyone in Prospect Development wants to learn to do data analytics. But there is way more to a successful analytics project than picking the correct model or mastering R. The success of the project will depend on the steps you and your team take well before you are deciding between random forests or neural networks. Jeremy Wrinkle from Creighton University will introduce you to the foundational steps of data analytics work. He will cover project management, data processing, and data quality assurance.
2:15 PM breakout session 1 option 2: building your own engagement scores
Karl Schindel, Iowa State University Foundation
This presentation will show how to create an engagement score and engagement tier using just the data in your database and an Excel spreadsheet. This score can be used across all prospects, but the tier will be focused on marketplaces.
This presentation will show how to create an engagement score and engagement tier using just the data in your database and an Excel spreadsheet. This score can be used across all prospects, but the tier will be focused on marketplaces.
3:00 PM break
3:15 PM breakout session 2 option 1: maximizing proposal data
Julie Craig, Kansas State University Foundation
How valuable are proposals (a.k.a. solicitations or opportunities) at your organization? Does it actually matter what’s in the database, or do people just people talk about the amount and when they expect a gift to close? If the information is in your CRM, do you use it to forecast for goal setting? In this session, you’ll learn one approach to maximizing proposal information, including how K-State applies simple regression to proposal stages to predict fundraising totals. These predictions can be applied to goal setting for the gift officer, their team, the organization, or even used for feasibility and campaign planning. While exploring how proposals can be leveraged to accomplish far more than just officer evaluation metrics, you will get a sneak peek at the new way K-State will be using proposals to drive portfolios!
How valuable are proposals (a.k.a. solicitations or opportunities) at your organization? Does it actually matter what’s in the database, or do people just people talk about the amount and when they expect a gift to close? If the information is in your CRM, do you use it to forecast for goal setting? In this session, you’ll learn one approach to maximizing proposal information, including how K-State applies simple regression to proposal stages to predict fundraising totals. These predictions can be applied to goal setting for the gift officer, their team, the organization, or even used for feasibility and campaign planning. While exploring how proposals can be leveraged to accomplish far more than just officer evaluation metrics, you will get a sneak peek at the new way K-State will be using proposals to drive portfolios!
3:15 PM BREAKOUT SESSION 2 OPTION 2: Is it time to consider a new advancement crm?
David Smittle, Strata Information Group
Do you feel others are looking or have chosen a new CRM and wonder if you should be too? You’re not alone, but do you know where to start? This session will review the newest generation of CRMs--their advantages, features and benefits--and why they’re becoming essential in the nonprofit community. We’ll discuss how to plan and execute a systems-procurement project (hint: it starts with identifying critical needs and how you want or need to be doing business in the future). How to navigate the daunting Request for Proposal (RFP) process and properly conduct vendor demonstrations will be covered, plus how to tackle one of the greatest challenges known to mankind: comparing vendor pricing proposals!
Do you feel others are looking or have chosen a new CRM and wonder if you should be too? You’re not alone, but do you know where to start? This session will review the newest generation of CRMs--their advantages, features and benefits--and why they’re becoming essential in the nonprofit community. We’ll discuss how to plan and execute a systems-procurement project (hint: it starts with identifying critical needs and how you want or need to be doing business in the future). How to navigate the daunting Request for Proposal (RFP) process and properly conduct vendor demonstrations will be covered, plus how to tackle one of the greatest challenges known to mankind: comparing vendor pricing proposals!
4:15 PM BREAK
4:30 PM happy hour - brought to us by iwave
Friday, April 22, 2022
12:30 PM welcome
12:40 pM DEI Forum
Teri Brickey, Senior Manager, Individual Giving – Acquisition & Growth at the National Multiple Sclerosis Society, will lead a panel discussion on creating and implementing a more diverse prospect pipeline and workforce. We’ll explore how successful pipeline and workforce development are intrinsically linked, identify foundational elements needed to further these goals, and consider some of the underlying assumptions and beliefs that need to be challenged within our organizations, and ourselves, as we move ahead.
1:30 Pm break
1:45 Pm breakout session 3 option 1: dei data guide overview and q&a
Jennifer Moody & Deb Michling, Apra International Ethics Committee
An introduction to and walkthrough of the recently-published Apra DEI Data Guide and how you and your organization can use it as a resource for best practices in the ethical collection, storage and usage of Diversity, Equity and Inclusion (DEI) data. The presentation will be followed by a Q&A to give participants the opportunity to ask further questions or share how they are putting DEI best practices to work.
An introduction to and walkthrough of the recently-published Apra DEI Data Guide and how you and your organization can use it as a resource for best practices in the ethical collection, storage and usage of Diversity, Equity and Inclusion (DEI) data. The presentation will be followed by a Q&A to give participants the opportunity to ask further questions or share how they are putting DEI best practices to work.
1:45 Pm Breakout SESSION 3 OPTION 2: Value of verifications
Sarah Price & Sarah Bernstein, BWF
After your organization has a wealth screening done, whether it's the entire database, or just a few hundred folks, what do you do next? How much confidence should you have in the initial results? How much time should you spend on additional research? This session will talk about the next steps for verifying giving capacity, with multiple case studies reviewed, including a large healthcare organization (within a screening database), as well as small to mid-sized cause-based and higher education organizations which perform the verifications externally. We will also discuss what level of detail to complete, along with methodology, and everything else that comes with the joy of verifications!
After your organization has a wealth screening done, whether it's the entire database, or just a few hundred folks, what do you do next? How much confidence should you have in the initial results? How much time should you spend on additional research? This session will talk about the next steps for verifying giving capacity, with multiple case studies reviewed, including a large healthcare organization (within a screening database), as well as small to mid-sized cause-based and higher education organizations which perform the verifications externally. We will also discuss what level of detail to complete, along with methodology, and everything else that comes with the joy of verifications!
2:30 PM break
2:45 PM BREAKOUT SESSION 4 OPTION 1: flummoxed by farmland?
Sam Edge, Mayo Clinic
Agitated by agriculture? Leery of landholdings? Perhaps even flummoxed by farmland? Join Sam Edge, a Prospect Development Analyst from Mayo Clinic (and failed fourth-generation farmer), for a session discussing various topics related to farmland. Some of the main concepts covered will include how to identify farmland parcels, potential ways to estimate their value, and how we can use this knowledge to add strategic value in our work as prospect development professionals. The session will be equal parts presentation and discussion, so bring your questions! No extra charge for the “corn”-y jokes that are sure to be had!
Agitated by agriculture? Leery of landholdings? Perhaps even flummoxed by farmland? Join Sam Edge, a Prospect Development Analyst from Mayo Clinic (and failed fourth-generation farmer), for a session discussing various topics related to farmland. Some of the main concepts covered will include how to identify farmland parcels, potential ways to estimate their value, and how we can use this knowledge to add strategic value in our work as prospect development professionals. The session will be equal parts presentation and discussion, so bring your questions! No extra charge for the “corn”-y jokes that are sure to be had!
2:45 PM BREAKOUT SESSION 4 OPTION 2: developing productive partnerships through collaborative portfolio reviews
Sarah Clough, Marts & Lundy
It can be challenging to navigate new or changing waters as you ease into a rhythm of meeting with gift officers regularly to review their prospect portfolios. We’ll discuss how to plan for these meetings, what questions to ask to surface actionable information, how to develop trust as you partner with colleagues in new ways, and ways your intel and support can elevate frontline performance. Leave feeling prepared to take on your next portfolio review meetings successfully.
It can be challenging to navigate new or changing waters as you ease into a rhythm of meeting with gift officers regularly to review their prospect portfolios. We’ll discuss how to plan for these meetings, what questions to ask to surface actionable information, how to develop trust as you partner with colleagues in new ways, and ways your intel and support can elevate frontline performance. Leave feeling prepared to take on your next portfolio review meetings successfully.
3:45 PM closing remarks