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Research Basics Bootcamp

  • Wed, May 03, 2023
  • 9:00 AM - 4:30 PM
  • Springfield Sheraton Monarch Place Hotel, One Monarch Place, Springfield, MA 01144
  • 14


Registration is closed

Research Basics Bootcamp

Wednesday, May 3, 2023
9:00 AM - 4:30 PM EST


Research Basics Bootcamp is one 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. The day will cover such subjects as:

  • 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


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 alumna, past parent and current parent. 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 of Directors, 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.


$199 for Members

$298 for Non-members*

*Note: Non-member registration includes a full year of NEDRA membership. These memberships will be assigned on the last day of the course unless you waive the option by contacting office@nedra.org.


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

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