FRIDAY, MARCH 26, 2021 – FRIDAY, APRIL 30, 2021
Friday, March 26, 10 AM – 12 PM
Friday, April 2, 10 AM – 12 PM
Friday, April 9, 10 AM – 12 PM
NO CLASS on Friday, April 16 Friday, April 23, 10 AM – 12 PM
Friday, April 30, 10 AM – 12 PM
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:
*minimum 2 years in Prospect Research required
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 Lahey Health (formerly Beth Israel Deaconess Medical Center, a Harvard Medical School teaching hospital which merged with 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.
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.
Attendees will receive a Zoom link the day before each class.
Please note, NEDRA's High Finance courses are not recorded.
Demystifying SEC Filings
Tuesday, April 13, 2021
Time: 10:00AM – 11:30AM EST
Have you wondered which SEC forms can help you gain a better understanding of your prospect’s capacity? Do you know the basics of the Form 4 but aren’t sure how to read the footnotes and what the codes mean? Do you want to learn how to estimate a finance professional’s compensation? Have you heard of SPACs but want to learn more?
After this course, you will be able to:
1) access and interpret commonly encountered SEC filings such as: the ADV Form, DEF 14 and Proxy Filings, Form 4 and Form S-1;
2) understand how to use the information you find and how it fits into your prospect’s broader wealth picture.
Meghan Hakanson is assistant director of research at Harvard University where she has worked since 2012. Meghan also serves on her reunion committee for her undergraduate alma mater, Dickinson College, where she is involved with solicitation, marketing and reunion planning. She also, currently serves as a member of the development committee of New Roads Catholic Community in Belmont, MA.
Sanda Soltan is an assistant director of research at Harvard University, which she joined in 2018 as a research analyst. Sanda started her career in fundraising as a development associate at Boston Children’s Hospital. She holds a BA in Government and German Studies from Smith College and an MA in International Affairs from Boston University. She is currently working towards a Finance Certificate from the Harvard Extension School.
Attendees will receive a Zoom link a day before the event; this meeting will be held as a Zoom meeting and a recording will not be available.
Registration for this event closes on April 12, 2021 at 9AM.
Thursday, May 13 - Friday, May 14, 2021
10:00 a.m. - 4:00 p.m. EDT (Online)
Don't miss this opportunity to attend the Annual Conference presented online by New England Development Research Association. The "venue" may be different, but attendees will still benefit from everything we all cherish in our NEDRA community – learning, partnership, networking, and of course laughs! See our Conference page for full details about NEDRAcon2021.
Save on the registration cost by becoming a member before you register.
$199 - NEDRA members
$249 - Non-members
Click the "Register" button on the left to continue.
Pre-registration for the conference will close on Wednesday, May 5, 2021 at 5:00 PM.
Questions? Contact firstname.lastname@example.org
NEDRA 2021 Annual Business Meeting
Tuesday, June, 15, 2021
3 PM - 4 PM
And more! There will also be an opportunity to ask questions.
Since we can’t gather right now, don’t miss this virtual opportunity to connect!
© 2018 New England Development Research Association