FRIDAY, JANUARY 22, 2021 – FRIDAY, FEBRUARY 26, 2021
CLASS SCHEDULE
Friday, January 22, 10 AM – 12 PM Friday, January 29, 10 AM – 12 PM Friday, February 5, 10 AM – 12 PM NO CLASS on Friday, February 12 Friday, February 19, 10 AM – 12 PM Friday, February 26, 10 AM – 12 PM
PROGRAM DESCRIPTION:
Welcome to the world of High Finance, where business transactions involve large amounts of money, a high degree of risk, or assets other than stock, bonds or cash ("alternatives").
This is the world that creates, maintains, and perpetuates a disproportionate number of personal fortunes in the US. 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.
NEDRA is proud to invite you to join two of the field’s leading experts for a comprehensive survey of the financial services industry, curated for advancement researchers*.
The five two-hour long classes will include:
Class Descriptions
Class 1
Class 2
Class 3
Class 4
Class 5
*minimum 2 years in Prospect Research required
PRESENTERS:
Valerie Anastasio has served as Director of Prospect Development at Boston Children’s Hospital Trust since August 2013. 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 is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.
Richard Horne leads a team at Beth Israel Deaconess Medical Center, a Harvard Medical School teaching hospital which is merging into Beth Israel Lahey Health to become the second-largest health system in Massachusetts, to promote fundraising research insights and prospect management support for a rapidly-growing development office. He previously worked in development/advancement at Yale, where he studied Ethics, Politics, and Economics. Richard is a co-founder of the Yale Economic Review and a member of NEDRA's Board of Directors for which he co-chairs the Diversity & Inclusion and Sponsorship Committee.
COST:
$225 Members
$275 Non-Members
Are you a current or recently lapsed NEDRA member and want to attend this program for free? Apply for the need-based NEDRA Community Scholarship.
LOCATION:
Attendees will receive a Zoom link before the day before each class.
Please note, NEDRA's High Finance courses are not recorded.
TUESDAY, FEBRUARY 9, 2021
1:00 PM --- 2:30PM
Online
Ever wondered what the difference is between supervised and unsupervised learning? Or what the difference is between an association and a correlation? Descriptive, predictive, and prescriptive modeling? This session is for you! Using examples from his work at DFCI, Alex Post will show researchers with little (or no) analytics experience which concepts can be applied to each step of the prospect research cycle and pipeline. Walking away from this session attendees should be able to have a much more knowledgeable conversation with their data analyst or and a basic understanding of how to start applying these concepts themselves to analyze their constituents. Key concepts that will presented include: various types of analytics, machine learning basics, useful actionable visualizations, and other helpful resources & tools.
PRESENTER:
Alex Post is currently the Data Analyst on Dana-Farber Cancer Institute’s prospect research team where he enhances internal donor and patient data, integrates external demographic and capacity sources, and provides DFCI Philanthropy stakeholders with detailed and actionable analyses. He has automated key prospect research workflows, created custom prospecting tools, and helped develop various prospect prioritization scores. Passionate about the use of big data within philanthropy, he wishes to improve all aspects of the gift cycle using analytics. Previously, Alex was a consultant specializing in data-driven decision-making for healthcare companies ranging from small startups to pharmaceutical giants as they looked to innovate and overcome critical business challenges.
$50 Members
$100 Non-Members
Attendees will receive a Zoom link a day before the event. Please note: this session will not be recorded.
DEADLINES:
Registration for this event closes on February 8, 2021 at 9:00AM.
International Research: An Exploration of China
THURSDAY, MARCH 4, 2021
2:00 PM - 3:30 PM
This session on international research will focus on China, with a particular emphasis on how researchers can utilize their partnerships with frontline fundraisers to enhance their research products. In addition to discussing available research tools and resources, this session will offer successful, outside-the-box approaches to international research, and explore why working with frontline fundraisers is especially important when researching international prospects. This session will also feature a conversation with a frontline international fundraiser who will discuss her experience working with Chinese prospects, reveal which elements of prospect research she finds most helpful in her fundraising work, and offer insight into cultural attitudes towards, business, wealth, and philanthropy in China.
Krista Pierce is the Assistant Director of Prospect Development at Tufts University, and has been a member of the Office of Prospect Development since 2015. Her primary focus at Tufts is to work as a strategic partner in the fundraising efforts of The Fletcher School of Law and Diplomacy, The Cummings School of Veterinary Medicine, and Asia Relations and Development by providing comprehensive research on individual prospects, corporations, and foundations, as well as portfolio and proposal analysis and development. Krista specializes in international prospect research, particularly in Asia, and has previously presented programs for NEDRA on India, China, and Japan, and has also presented at APRA’s Prospect Development conference. Krista came to Tufts from Tufts Medical Center, where she helped to develop the fundraising office’s first prospect research program. Krista graduated from Saint Anselm College in Manchester, NH with a B.A. in English.
Ming Zhong has been director of Asia Relations & Development at Tufts University Advancement since 2008. Her work covers major gift fundraising, alumni/parent relations, and promoting the university in Asia. She travels to Asia 3-4 times a year for prospect cultivation and solicitation meetings and for alumni/parents events. Ming has been working in fundraising and alumni relations in higher education for 28 years. Prior to her current position, she was director of Prospect Research and Management at Tufts University Advancement. Prior to that, she worked at Harvard’s University Development Office in international fundraising and prospect research, respectively, for seven years Ming received her B.A. in English from Nanjing Normal University in Nanjing, China and her M.A in History from Clark University in Worcester, MA.
Attendees will receive a Zoom link a day before the event; this meeting will be held as a Zoom webinar and a recording will be made available to attendees.
Registration for this event closes on March 3, 2021 at 9:00AM.
Research Basics Bootcamp
Thursday, March 11, 2021, 9:00 AM - 12:30 PM EDT
&
Friday, March 12, 2021, 12:30 PM -4:00 PM EDT
Research Basics Bootcamp is two half days 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 two half days will cover such subjects as:
FACULTY:
Amber W. Countis has served as Director of Donor Relations for Texas A&M University-Commerce since December 2018. In this role, she has responsibility for Stewardship and Donor Relations, Advancement Services, Prospect Research and Management, Annual Giving, Student Philanthropy, and Phonathon functions. She previously served as Senior Director of Advancement Services at Norwich University in Vermont from 2012 to 2018 and was Director of Prospect Development and Research at Tufts University from 2005 to 2012.
Amber began her career in development and prospect research at Loyola University (2003 to 2005) and Ochsner Clinic Foundation (2001 to 2003) in New Orleans. She is a graduate of Tulane University with a BA in political science and environmental studies, and earned a certificate in management of nonprofit organizations and a master of public policy from Tufts University. She served two terms as president (2012 to 2014) of the New England Development Research Association (NEDRA) and was on the board of directors from 2009 to 2015 serving in various capacities including conference co-chair, vice president, secretary, scholarship and nominating committees. She is a member of ADRP, AASP, CASE, and Apra where she served as a member of the curriculum planning committee for the 2018 and 2019 Prospect Development conferences. She was a faculty member for the CASE Annual Conference on Prospect Development in January 2020 and a presenter and the Advancement Services track chair for the CASE District IV Conference in March 2020.
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 recently completed her six-year term as 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 Committee. Lisa recently stepped down as a Director of the Haverhill Foundation for Excellence in Education after serving as a director for over twenty years and has also served as a director of the Discovery Club Program.
Tara McMullen-King is Assistant Director and Data Insight Lead at the Helen Brown Group, where she works with a team of researchers and data insight consultants to support nonprofit clients all across the United States. She began her career in development in 2002 supporting the Major Gifts department at Simmons College, and ultimately went on to serve as Assistant Director of Prospect Research. Since that time, she has also worked as a Senior Research Analyst at MIT, as Associate Director of Prospect Management and Research at the Harvard Graduate School of Education, and as Director of Development Research at Combined Jewish Philanthropies (CJP). Tara originally joined the Helen Brown Group team in 2007 and served as a Research Associate and ShareTraining coordinator until 2008 – she rejoined the company in 2013. She has been an active volunteer with NEDRA for many years and served on the board of directors from 2010-2016. During her time on the board, she served in many different roles, including terms as Vice President, Secretary, Chair of the Website and Technology Committee, Chair of the Volunteer Committee, and as Chair and Editor of NEDRA News. In addition, Tara has also been involved as a volunteer with Apra, serving stints on the Membership Committee, Chapters Committee, and Bylaws Task Force. An alumna of Smith College, she lives in the Witch City of Salem, MA, where she also operates a boutique wedding planning and coordination consultancy.
NEDRA Member: $199
Non-Member* (New Member): $298
*Note: Non-member registration includes a full year of NEDRA membership.
Scholarships are available for this program!
SCHEDULE:
Day 1:
9:00 AM Informal introductions/conversations
9:30 AM Program begins
12:30 PM – Program ends for Day 1
Day 2:
12:30 PM Program Begins
4:00 PM Program Concludes
Advance registration is required. The link to join the session will be emailed 1-2 days in advance.
© 2018 New England Development Research Association
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