Historical Apra-GP Events

Apra-Great Plains Spring Conference

May 5, 2017 | Simpson College (Indianola, IA)

“Partners in Fundraising”
Host: Simpson College
Location: Kent Campus Center, Room: Hubbell II
701 N. C Street, Indianola, IA  50125

Overview of Sessions:

One [Wo]Man Army: Conquering Prospect Development in a Small Shop
Marissa Todd, Director of Prospect Management and Research at University of Central Missouri

Not all organizations have prospect development armies – some are just a handful of staff, many of whom might be wearing multiple hats. It can be overwhelming to be a staff of one – where do you start? How do you balance reactive research requests with the need to proactively find prospects? Can you even consider an analytics project with a small staff? What about prospect management? Who has time to meet with all those development officers? In this presentation, find out how one small staff manages to provide both proactive and reactive prospect research, manage relationships and provide insight to help the Advancement team achieve success.

Speaker Bio:

Marissa has been working in non-profit fundraising for over a decade and has done just about every job in an advancement shop. She joined Apra in June 2014 and attended her first conference that summer, where she really found her passion for all things prospect development. She has been dabbling in prospect development since 2008. She is currently the Director of Prospect Management and Research at the University of Central Missouri in Warrensburg.

Marissa earned her BA and JD from the University of Missouri and an MBA from Stephens College. In her free time, Marissa loves to hang out with her husband, Michael, and their two cats, Artie and Faurot; volunteer; and watch football (Go Tigers and Chiefs!), hockey, college basketball – really almost any sport on a screen will occupy her attention.

Prospect Management Strategies to Uncover and Cultivate Change Makers
Kristina McFee Carroll, Associate Director of Prospect Management – Leadership Gifts at Iowa State University Foundation

To manage our large pool of leadership/principal prospects at Iowa State, we created my new position within Development Research. Working with the Leadership Gifts team, I created and implemented a program to assign our leadership “suspects” to development officers, encourage contact and strategy, and track results.

Prospect Management Strategies: Engaging Administrative Professionals in the Development Process
Kelsey Parman, Prospect Management Analyst at University of Iowa Foundation

Learn how to engage administrative professionals in the work of major gifts officers and prospect development. In this presentation we will discuss ways in which you can form strategic, mutually-beneficial partnerships to increase fundraiser productivity and maximize prospect development resources.

Prospect Management Panel Discussion
An open discussion with prospect management experts from our chapter on best practices, portfolio management, and metrics.  Questions can be submitted in advance on the conference registration.

Liz Clark, Assistant Director of Prospect Management at Creighton University

Sarah Clough, Associate Consultant at Marts & Lundy, Inc.

Marissa Todd, Director of Prospect Management and Research at University of Central Missouri

Lori Wellman, Manager of Research and Prospect Management at Nebraska Wesleyan University

Apra-GP 2016 Scholarship Recipient Presentation
Jeremy Wrinkle, Prospect Research Analyst at University of Nebraska Foundation

One of 2016 Apra-GP scholarship recipients, Jeremy will share his experience of attending the 2016 Apra Prospect Development conference in Nashville.
—————————————————

APRA-Great Plains 2016 Fall Conference

Sponsored by

targetanalyticslogo

Friday, October 21, 2016

Host: University of Northern Iowa Foundation
Location: Scholar Space (Room 301) | Rod Library | University of Northern Iowa | 1227 West 27th Street | Cedar Falls, IA 50614

 

Agenda

10:00-10:15am Welcome & Introductions
10:15-11:45am The Analytics Journey Throughout Your Campaign

 

Marianne Pelletier, Staupell Analytics Group

11:45am-12:00pm APRA-GP 2016 Scholarship Recipient Presentation

 

Brenna DeGan, Drake University

12:00-12:30pm UNI Campus Tour
12:30-1:30pm Lunch & Networking
1:30-2:00pm DIY Campaign Gift Charts

 

Hilary Bassett, Iowa State University Foundation

2:00-3:30pm DIY Feasibility Studies

 

Liz Clark, Amy Turbes, Alyssa Norman, and Deb Hoien, Creighton University

3:30-3:45pm Board Update & Closing Announcements
4:00-5:30pm Happy Hour at Octopus

 

Overview of Sessions

The Analytics Journey Throughout Your Campaign

Marianne Pelletier, Managing Director, Staupell Analytics Group; Ithaca, NY

As your campaign heats up and then winds down, your analytics needs will change – from prospecting to assessment to last-minute prospecting. Join Marianne Pelletier in exploring the campaign trail through the eyes of modeling, visualizations, dashboarding, and assessment.

About Marianne: Marianne Pelletier has more than 25 years of fundraising experience, with the majority in prospect research and prospecting. She is one of the first adopters of donor modeling and data mining techniques. Her professional experience includes prospect research, both as a research analyst for Harvard and Lesley Universities and as a department director for Carnegie Mellon University and Cornell University. She frequently speaks and writes on data mining, prospecting, and nonprofit management. Pelletier is a graduate of Rockford and Southern New Hampshire Universities.

 

APRA-GP 2016 Scholarship Recipient Presentation

Brenna DeGan, Prospect Research Analyst, Drake University; Des Moines, IA

One of two 2016 APRA-GP scholarship recipients, Brenna will share her experience of attending the 2016 APRA Prospect Development conference in Nashville.

 

DIY Campaign Gift Charts

Hilary Bassett, Associate Director, Data Analytics, Iowa State University; Ames, IA

The research team is integral in many fundraising processes and that shouldn’t change for a campaign. What if you could determine your organization’s campaign goal and create a campaign gift chart – without external assistance – by working with the data you know best? This presentation will walk through how to use your data to create a simple gift chart that will also aid in recommending a goal.

 

DIY Feasibility Studies

Liz Clark, Assistant Director, Prospect Management

Amy Turbes, Senior Director, Strategy, Research and Development

Alyssa Norman, Prospect Research Manager

Deb Hoien, Coordinator

Creighton University; Omaha, NE

In 2015 Creighton University began the campaign planning process by conducting their own feasibility study. In this presentation, attendees will learn about how to design and implement a feasibility study themselves, including scoring prospects, creating communication pieces, training gift officers and analyzing results. The presenters will also share their own stories about lessons learned, the good, the bad and the ugly.

Thank You

Thank you to Ron Giddings at the University of Northern Iowa Foundation for hosting the conference.

A special thank you to our Silver Sponsor, Target Analytics, a Blackbaud company.

—————————————————

APRA-Great Plains 2016 Spring Conference

Sponsored by

iwave

 

Thursday, April 28, 2016

Pre-Conference Dinner

CRAVE | 200 South 31st Avenue | Omaha, NE 68131 | 6:30pm

 

Friday, April 29, 2016

Host: University of Nebraska Foundation
Location: Thompson Center at the University of Nebraska-Omaha | 6705 Dodge Street | Omaha, NE 68182

 

Agenda

10:00-10:15am Welcome & Introductions
10:15-11:45am Donor-Centered Prospect Management 

Jessica Balsam, University of Washington

11:45am-12:30pm Lunch
12:30-1:15pm Speak UP!

 Facilitated by Jessica Balsam

1:15-2:10pm Pivot Tables: Using the Tools You Have for Data Analysis and Reporting 

Jenny Gallagher, Iowa State University

2:10-2:20pm Break
2:20-3:20pm Consensus through Conversation 

Facilitated by Stephanie Emodi and Jeremy Wrinkle, University of Nebraska Foundation

3:20-3:30pm Board Update & Closing Announcements
3:30-5:30pm Happy Hour

Overview of Sessions

Donor-Centered Prospect Management

Jessica Balsam, Associate Director, Prospect Management, University of Washington; Seattle, WA

What happens when we re-focus our prospect management policies on the donor, rather than the fundraisers? Jessica will talk about how organizations large and small can make prospect management a more meaningful part of the major gift process by focusing on the why instead of the how.

About Jessica: Jessica oversees prospect management at the University of Washington as the Associate Director of Prospect Management, managing a team of three PM strategists who corral data and portfolios for the 150+ major gift officers at the university. She is past president of APRA-NW and an APRA International committee member. Her 14 years in non-profit work have included positions in prospect research and prospect management at The Evergreen State College and in development services at Tacoma Art Museum. She has also acted as a database consultant for small non-profits and has served on multiple nonprofit boards.

 

Speak UP!

Facilitator: Jessica Balsam

APRA chapter members share their stories and philosophies about speaking up for themselves, their teams and their profession. This is a session put together by APRA International’s Advocacy committee, with the intent of inspiring chapter members to advocate for themselves. After hearing some sample stores, we’ll break into roundtables and share more tips and tales from our organizations.

 

Pivot Tables: Using the Tools You Have for Data Analysis and Reporting

Jenny Gallagher, Director, Development Research & Data Analysis, Iowa State University; Ames, IA

If you think analyzing data is too difficult, too expensive or will take too much of your time, this session is for you! Jenny will show you how to use Microsoft Excel pivot tables to summarize fundraising data and present it in a way that will make your executive team take notice. She will also share tips and tricks for extracting, formatting and presenting key pieces of data that could have a direct impact on advancing your organization’s fundraising goals.

 

Consensus through Conversation

Facilitators: University of Nebraska Foundation; Lincoln, NE

Stephanie Emodi, Prospect Information Manager

Jeremy Wrinkle, Prospect Research Analyst

Having trouble building team consensus? This consensus building exercise will show you how to synthesize a large number of ideas to find common ground in a short period of time.

Sponsors

Thank you to iWave Information Systems, our conference Silver Sponsor.

Thank you to the University of Nebraska Foundation for sponsoring breakfast and beverages for the day.

 ———————————————————————————————–

APRA-Great Plains 2015 Fall Conference

Friday, October 30, 2015: Conference

Host: Drake University
Location: Cub Club | Principal Park | One Line Drive | Des Moines, IA 50309

Agenda:

10:00-10:15am Welcome
10:15-11:45am Prospect Management: Big Shop vs. Little Shop 

Jenny Gallagher, Iowa State University Foundation

Lauren Dixson, Drake University

11:45am-12:00pm APRA-GP 2015 Scholarship Recipient Presentation 

Leigh Lewis, Concordia University

12:00-1:00pm Lunch
1:00-1:20pm FEC Filings 

Rachel Dakarian, The Helen Brown Group

1:20-2:00pm Down the Securities Rabbit Hole: Public Filings and Prospect Research 

Shannon Patrick, University of Iowa Foundation

2:00-3:00pm Networking Session (by core job responsibility)
3:00-3:15pm Board Update & Closing Announcements
3:30-4:30pm Happy Hour at El Bait Shop/High Life Lounge

Overview of Sessions

Prospect Management: Big Shop vs. Little Shop

Jenny Gallagher, Director, Development Research and Data Analysis, Iowa State University Foundation; Ames, IA

Lauren Dixson, Director, Development Services, Drake University; Des Moines, IA

All prospect development professionals know how important a good prospect management system is for a high-performing fundraising team. But, does the size of your shop impact your ability to lead a successful prospect management program? Should your prospect management policies change depending on what stage of a campaign your organization is in? If you’re not in a campaign, does prospect management even matter? Join us as we share tips, tricks, horror stories and inside information on all things prospect management. Regardless of the size of your shop, the sophistication of your database, or the current fundraising priorities at your organization, this presentation will offer ideas and insights you can take back to your office and begin using immediately.

 

APRA-GP 2015 Scholarship Recipient Presentation

Leigh Lewis, Director, Advancement Operations, Concordia University; Seward, NE

One of two 2015 APRA-GP scholarship recipients, Leigh will share her experience of attending the 2015 APRA Prospect Development conference in New Orleans.

 

FEC Filings

Rachel Dakarian, Research Associate, The Helen Brown Group; Des Moines, IA

Learn the basics or refresh your memory in this brief but dense presentation on Federal Election Commission filings. This presentation will provide an overview of the limitations that apply to contributions, a primer on political giving as an indicator of wealth, and helpful resources external to the FEC.

 

Down the Securities Rabbit Hole: Public Filings and Prospect Research

Shannon Patrick, Prospect Management Analyst, University of Iowa Foundation; Iowa City, IA

A conversation and discussion about public filings (primarily SEC) and their relevance to prospect research. Tips for beginners and seasoned researchers alike. Shannon was also a 2015 APRA-GP scholarship recipient.


 

APRA-Great Plains 2015 Spring Conference

Sponsored by

Blackbaud Logo_Color

Friday, April 10, 2015

Host: University of Iowa Foundation
Location: UI Bioventures Center | Multi-Purpose Room | 2500 Crosspark Road, Coralville, IA 52241

Agenda

10:00am-10:15am Welcome
10:15-11:45am The Big Data MBA: Moving from Monitoring to Monetization

Bill Schmarzo, EMC

11:45am-12:30pm Networking Lunch
12:30-1:00pm Prospect Identification Screening and Rating – Sponsor Presentation 

David Lamb, Target Analytics, Blackbaud

1:00-1:20pm A Beginners Approach to Data Analytics

Hilary Bassett, Iowa State University Foundation

1:20-1:40pm Major Gifts Identification Using Data Visualization 

Ron Giddings, University of Northern Iowa Foundation

1:40-2:00pm Trip Planning with Tableau Mark Palmberg, University of Iowa Foundation
2:00-2:15pm Break
2:15-3:00pm Data Analytics Panel 

Hilary Bassett, Ron Giddings, Mark Palmberg, Jagger Copley

3:30-3:15pm Board Update & Closing Announcements

Post-Conference Session

3:30-4:30pm

Tips and Tricks for Using ResearchPoint

David Lamb, Target Analytics, Blackbaud

Katie Gay, Target Analytics, Blackbaud

 

Overview of Sessions

The Big Data MBA: Moving from Monitoring to Monetization

Bill Schmarzo

Chief Technology Officer, Enterprise Information Management & Analytics, EMC

Management and analysts alike are looking for ways to mine the potential value of their constituents, services and operational data as they consider where and how to start their Big Data journey. What are the organizational ramifications of Big Data? How can management foster a culture of data-driven decision-making? How can data lake play support an organization’s business transformation efforts?

Bill is the author of Big Data: Understanding How Data Powers Big Business.

 

Prospect Identification Screening and RatingSponsor Presentation

David Lamb

Senior Consultant, Target Analytics, Blackbaud

How do you know you’re concentrating on your best prospects? Could there be others on your database from whom you have a better chance of obtaining a large donation? There are a number of ways to assess the quality of your prospect list, from low-tech peer rating sessions to complex vendor-driven modeling and matching prospects. This session will overview the various approaches to screening and rating and help you determine which approach is most advantageous for your organization.

 

A Beginners Approach to Data Analytics

Hilary Bassett

Assistant Director of Development Research, Iowa State University Foundation; Ames, IA

The first step in creating an analytics program at your organization is understanding what data analytics means to you. What does your data look like and what is your goal for that data? I will share what our approach has been and how to explore whether this could be an option for you. I will also discuss tips and tricks shared by experts at the 2014 APRA Data Analytics conference, as well as other free tools I have used to increase my skills and understanding of the topic.

 

Major Gifts Identification Using Data Visualization

Ron Giddings

Research and Data Analyst, University of Northern Iowa Foundation; Cedar Falls, IA

Data visualization software makes it easier to query data for major gift prospects and allows major gifts staff to directly access the data.

 

Trip Planning with Tableau

Mark Palmberg

Prospect Research Analyst, University of Iowa Foundation; Iowa City, IA

Come along as we leverage the interactive features of Tableau to create a user-friendly analysis layer for our prospect database for use by development officers during their travel.

 

Data Analytics Panel

Hilary Bassett, Ron Giddings, Mark Palmberg, Jagger Copley (Business Intelligence Developer, University of Iowa Foundation)

Still have questions about data analytics? Ask some of our chapter experts your questions!

 

Tips and Tricks for ResearchPoint

David Lamb, Senior Consultant, Target Analytics, Blackbaud

Katie Gay, Senior Account Executive, Target Analytics, Blackbaud

In this one hour session following the conference, review the latest features and upgrades to ResearchPoint and ask any questions you have about the tool.

 


APRA Education Week

We Heart Data!” Prezi hosted by APRA-Great Plains
Fall in love with data all over again as our chapter members discuss unique and helpful ways for your organization to take a data-driven approach to major gift fundraising.

 


2014 APRA-Great Plains Fall Conference

Wednesday, October 22, 2014
Boys Town

Agenda

APRA-GP Talks, accompanying roundtable discussions and speed networking will present exciting opportunities for attendees to learn from colleagues. Continued chapter growth has inspired this opportunity for members to connect. Let’s share our experiences with each other!

10:00am-10:15am Welcome & Introductions
10:15-10:45am How to Confidently Hire Staff  

Jesse Rader and Lane White, University of Nebraska

10:45-11:15am Hitting the Ground Running – Training a New Researcher on the Fly 

Kristina Carroll and Hilary Bassett, Iowa State University Foundation

11:15-11:30am Small Group Discussion
11:30am-12:35pm Lunch
12:35-1:35pm Speed Networking
1:35-1:45pm Break
1:45-2:15pm How to Take Charge of Your Professional Development

Christine Tabak, Cornell College

2:15-2:45pm How to be an Advocate and Demonstrate Value in What You Do

Sarah Clough, University of Iowa Foundation

2:45-3:00pm Small Group Discussion

 


 

2014 APRA-Great Plains Spring Conference

Thursday, April 17, 2014
Iowa State University Foundation

Agenda

10:00-10:30 am Welcome & Board Updates
10:30-10:45 am Getting to Know Relationship Management in APRA-Great Plains
10:45 am-12:15 pm You Can Make a Difference! Effective Performance, Portfolio & Pipeline Management  (Lisa Hukill & Marcy Myers, Boys Town)
12:15-1:30 pm Lunch
1:30-3:00 pm Dynamic Portfolios: A Research Perspective  (Andillon Hackney, UC San Diego – Recording from the 2013 APRA International Conference in Baltimore, MD)
3:00-3:15 pm Break
3:15-3:45 pm Roundtables/Q&A
3:45-4:00 pm Closing Announcements

Overview of Sessions

You Can Make a Difference! Effective Performance, Portfolio & Pipeline Management
Lisa Hukill & Marcy Myers, Boys Town
A presentation designed to provide practical knowledge, and a Great Plains perspective, of how to help fundraisers effectively manage their portfolio and performance.

 

Dynamic Portfolios: A Research Perspective
Andillon Hackney, UC San Diego
(Recording from the 2013 APRA International Conference in Baltimore, MD)
This highly-recommended presentation was given at the 2013 APRA International Conference in Baltimore, MD. Every development officer wants a dynamic portfolio, right?  Well, this session provides a road map to get there! Learn how to implement portfolio reviews, promote strategic and donor-centric thinking, shore up the pipeline, prevent donor loss, and create a sense of synergy between research, planned giving, donor relations, and corporate and foundation relations. You have heard people talk about portfolio reviews, now learn how to jump start that process in your shop!

 


2014 APRA Education Week

February 10-20, 2014

APRA-Great Plains was featured during APRA Education Week!

How to Date a Gift Officer
This podcast offers ideas on how to create partnerships and maintain positive relationships with gift officers, positioning research to be the strategic hub of your development operation.

Presenters:
Lauren Dixson, APRA Board Member and Director of Prospect Research, Drake University
Jenny Gallagher, APRA-GP Membership Chair and Director of Development Research and Data Analysis, Iowa State University Foundation

Click here to listen to podcast!

 


 

2013 APRA-Great Plains Fall Conference

Friday, October 25, 2013
St. Luke’s Hospital, UnityPoint Health

Agenda

10:00-10:15

Welcome

10:15-11:45

A Case Study of Database Practices at the University of South Dakota Foundation: Focusing on Contact Reports and Research  (Thor Gesteland & Mary Sawatzke, University of South Dakota Foundation)

11:45-1:00

Networking Lunch

1:00-2:00

Creating Data Maps for Trip and Event Planning  (Vanessa Taylor & Janet Weimar, UnityPoint Health)

2:00-2:15

Break

2:15-3:45

“APRA Talks” and Discussion

3:45-4:15

Chapter & Board Updates

Overview of Sessions

A Case Study of Database Practices at the University of South Dakota Foundation: Focusing on Contact Reports and Research
You’ve heard of the many resources available to prospect researchers; how do you convey to your president, and other senior staff members, what’s self-evident to you: these tools are indispensable in order to bring your organization to the next level? This case study will demonstrate how the University of South Dakota Foundation, through a positive, open-door culture, has carefully and incrementally built a powerhouse research team, leveraging results to get results. In this presentation, two seasoned prospect researchers will provide a list of the most cutting edge, wealth-mining software, along with other organizational drivers; how and when best to use them and why development officers actually want to be integrally involved in the process. The result: a self-perpetuating model of nonprofit success.

 

“APRA Talks” and Discussion
A video recording of four TED-style talks given at the APRA 2013 conference will be shown. Following the talks, we will discuss the topics. The APRA talks, given by Karen Isble, David Lawson, Valerie Anastasio and Jay Frost, were a highlight of the conference.

 

Creating Data Maps for Trip and Event Planning
In this session, attendees will explore how to use free tools to create data-rich maps ideal for use in prospecting, event planning and donor visits.