Presentations by our Chapter Members

New Researchers Symposium

Date: July 26-27, 2017 (Wednesday and Thursday)
Time: 8:00am – 5:00pm
Presenters: Janet Weimar (University of Iowa Foundation), Anne Brownlee, John McBride

Description: Designed specifically for professionals new to prospect research (those with less than two years of experience), this two-day program provides attendees with the tools and skills they need to quickly develop proficiency in the field. The core of the program focuses on techniques and resources for finding and analyzing biographical, background, and financial information, formulating estimated gift capacity, and initiating prospect identification strategies. The program will also cover guiding concepts related to prospect research, such as navigating ethical considerations in conducting research, best practices for managing and reporting prospect data, and creating quality research products.

Wake Me Up Before You Go: Talent Management for Minimizing Turnover and Developing Teams

Session: 103
Track: Partnerships, Leadership, and Change Management
Date: July 26, 2017 (Wednesday)
Time: 9am-12pm
Presenters: Amy Turbes (Creighton University), Milagro Lobato, Mark Egge

Description: As leaders in Prospect Development, we are responsible for developing the talented professionals who will someday lead the industry. Join us as we talk about strategies for recruiting exceptional employees, developing and retaining top talent, and building successful teams. We’ll share successes and missteps and help attendees brainstorm solutions to talent management challenges.

The Long and Winding Road: Driving Analytics from Campaign Prospecting to Forecasting

Session: 216
Track: Campaigns
Date: July 27, 2017 (Thursday)
Time: 1:15-2:45pm
Presenters: Margaret J. Williams (University of South Dakota Foundation), Melissa Bank Stepno

Description: Analytics. Modeling. Data Mining. Wealth Analysis. Industry Best Practices and Benchmarks. These are not just buzz words! You already know they are important to your organization’s prospecting success. But are you maximizing their impact? Do you really know if they are helping your team? And, how do you prove their value to your boss? In this session, we’ll follow the 3 year journey of how the University of South Dakota conducted a series of analyses to systematically segment its database for a campaign, redistributed gift officer portfolios, built reports to track progress, began showcasing success, and is now using past performance to forecast future gains.