Log in

Applied Prospect Research Analytics Workshop

  • Wed, May 03, 2023
  • 9:00 AM - 12:00 PM
  • Sheraton Springfield Monarch Place Hotel, One Monarch Place, Springfield, MA 01144
  • 26


Registration is closed

Applied Prospect Research Analytics Workshop

Wednesday, May 3, 2023

9:00 AM - 12:00 PM EST


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.



Steve Grimes 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.


$99 for Members

$165 for Non-members


Sheraton Springfield Monarch Place Hotel

One Monarch Place

Springfield, MA 01144


Registration for this event closes on Thursday, April 27th, 2023 at 5PM or when it sells out.


465 Waverly Oaks Road, Suite 421
Waltham, MA 02452

© 2021 New England Development Research Association


Powered by Wild Apricot Membership Software