Log in


Registering for a pre-conference workshop can be done one of the following ways:

Wednesday, May 3, 2023

Session Descriptions:

Research Basics Bootcamp (Full Day):

Research Basics Bootcamp is a full day of instruction in the essentials of prospect research. This training is a must for those new to research or those who have had research added to their roles. No experience in the field is necessary to begin learning how to apply professional research methodologies. This full day of learning will cover a variety of topics including:

  • Overview of Prospect Research, Prospect Management, Data Analytics
  • Types of Charitable Gifts
  • Ethics
  • Real Estate
  • Income and Compensation
  • Public Companies and Stock
  • Private Companies and IPOs
  • Finance Private Equity, Venture Capital, Hedge Funds
  • Family Wealth and Family Offices
  • Cryptocurrency
  • Trappings of Wealth
  • Foundations, Donor Advised Funds, Philanthropy
  • Wealth Surveys
  • Capacity Ratings
  • Communication with Fundraisers
  • Search Tips
  • Resources

Date & Time: Wednesday, May 3, 2023 9:00am-4:30pm


Amy Begg is Executive Director of Pipeline Optimization at Emory University. Amy is responsible for developing robust pipelines, optimizing fundraiser portfolios and oversees the Research and Prospect Management teams. For the last 18 years, Amy has held leadership positions on the research and prospect management team at Harvard University. In 2016, Amy created the first prospect management team for the Faculty of Arts and Sciences. She has also provided guidance on prospect management for the University development office, the Radcliffe Institute, the Harvard Kennedy School of Government, the Harvard Graduate School of Education and the Harvard Divinity School. Amy is also co-founder and partner of Cypriped LLC., a cryptocurrency mining company.

Amy serves as a trustee for the University System of New Hampshire (USNH), which includes all of the public colleges and universities in the State of New Hampshire. She is a past president and board member of the New England Development Research Association (NEDRA). Previously, she served as a board member for the Plymouth State Alumni Association, including a term as chair of the association. Most recently, Amy Co-Chaired the CASE Prospect Development Conference in New Orleans with her friend and fellow former NEDRA Board Member Lisa Foster.

Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts, where she is also an graduate, along with two of her four children. Lisa is a former member of the Board of Directors of NEDRA. Over the course of her term, she served as the Treasurer of the Board, Conference Co-Chair for two NEDRA Conferences, Secretary of the Board, and Co-Chair of various committees. Lisa continues to serve on the NEDRA Programming and Nominating Committees.  Lisa served as a Director of the Haverhill Foundation for Excellence in Education for over twenty years and has also served as a director of the Haverhill Discovery Club Program. Most recently, Lisa Co-Chaired the CASE Prospect Development Conference in New Orleans with her friend and fellow former NEDRA Board Member Amy Begg.

High Finance for Prospect Researchers: Private Equity and Hedge Fund (Full Day):

The US Financial Services industry creates, maintains, and perpetuates a disproportionate number of personal fortunes. Its activities touch virtually every affluent major prospect on the donor and prospect lists of every nonprofit organization.

It can also present an intimidating challenge for prospect researchers stymied by artful industry jargon, organization and fee structures, and eye-popping deal figures. Still, the better researchers understand this world, the more opportunities they can bring to light for the organizations they serve.

This one-day course examines investment managers in the “alternatives” subsector: private equity (“buyout” and venture capital) and hedge fund businesses and will feature:

  • A particular focus on the unique business models, organizational structures, and executive compensation practices of specialized firms in the industry
  • An examination and review of relevant public disclosure forms and filings and specialized sources
  • A discussion of techniques and approaches for deriving wealth and capacity estimates and distilling information for frontline fundraisers for donor prospects

    Date & Time: Wednesday, May 3, 2023 9:00am-4:30pm


    Valerie Anastasio is Senior Director of Prospect Development at Boston Children’s Hospital Trust. Her development experience spans more than two decades, including positions at the Broad Institute, Museum of Fine Arts Boston, Harvard University, Brandeis University, Boston Lyric Opera, WGBH, and as a consultant with The Helen Brown Group. She serves on the board of the BARKA Foundation, an international development organization addressing water resources and women’s empowerment issues in Burkina Faso and neighboring West African countries. She is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.

    Applied Prospect Research Analytics Workshop (Half Day):

    In this workshop we will focus on how to apply analytics to common prospect management workflows, such as: addressing the health of your data, making sense of your wealth screening information, optimizing portfolios, and dashboard creation. We will focus on analytical techniques using Excel, but will cover R and its uses where applicable. While it is not necessary to bring a laptop to follow along, it is highly encouraged.

    Date & Time: Wednesday, May 3, 2023 9:00am-12:00pm 


    Steve Grimes (he/him/his) is the Associate Director of Data Insight at the Helen Brown Group. Most recently he was the Assistant Director of NYC Mayor's Office of Data Analytics (MODA). Previously, he was the Director of Development Analytics and Strategy at Jazz at Lincoln Center (JALC) and before JALC, he joined the ACLU as the Prospect Research Analyst. In a previous life he pursued academia as a doctoral fellow at Rutgers University, focusing his research on labor relations, intimacy, and visual sociology.  He received a bachelor’s degree in psychology from SUNY at Old Westbury, a master’s degree in sociology from St. John’s University, and a second master’s degree in media studies from CUNY at Brooklyn College. He currently sits on the board of the New York State Coalition Against Domestic Violence and NEDRA, served as a director of APRAGNY and various APRA committees, and was co-host of a now defunct podcast on prospect research.

    Beginner/Intermediate Microsoft Excel and Word Workshop  (Half Day)

    Organizations of any size can benefit from utilizing features of Microsoft Excel and Microsoft Word to create meaningful reporting tools and research deliverables. Microsoft Excel provides an extensive range of functions to analyze data. In this hands-on workshop, participants will learn to use Microsoft Excel to combine and compare different data sets, filter and slice data, create visual aids to communicate KPIs and better understand donors and fundraising goals. The workshop will then utilize Microsoft Word to translate and convert the data into briefings, event bios, and directories to be shared with organizational stakeholders such as gift officers and senior leadership. In this session, participants will learn to:

    • Learn to use the VLOOKUP function in Microsoft Excel search for specific data vertically across a table or spreadsheet.
    • Create tables in Excel to apply filters, total rows, and create slicers.
    • Build pivot tables in Excel to query, organize, and summarize data and information between spreadsheets, tables, or databases.
    • Build a template in Microsoft Word using the mail merge function to create batches of personalized data with Microsoft Excel as the data source.
    • Learn several tips and tricks for Excel and Word.

    While it is not necessary to bring a laptop to follow along, it is highly encouraged.

    Date & Time: Wednesday, May 3, 2023 1:30 pm-4:30pm


    Jamie Lewis (she/her/hers) is a senior prospect management and research analyst at the Harvard T.H. Chan School of Public Health. Prior to joining the Harvard Chan School in 2017, she worked in a small shop development office of a human services nonprofit and as a legislative aide at the Massachusetts House of Representatives. Jamie holds a BS from Seton Hall University in criminal justice and philosophy and an MS in business management from Eastern Nazarene College. 



    465 Waverly Oaks Road, Suite 421
    Waltham, MA 02452

    © 2021 New England Development Research Association


    Powered by Wild Apricot Membership Software