Virtual Conversation: Healthcare
Wednesday, June 3, 2020
2:00 PM - 3:00 PM EDT
Join colleagues from other healthcare organizations for a roundtable-style discussion. Open to all interested development professionals, at any experience level, this program will be driven by an interactive discussion about fundraising in healthcare during Covid-19, including questions, challenges, and innovative solutions.
Advance registration is required. The link to join the session will be emailed 1-2 days in advance.
Lauren Casas is a Senior Research Analyst at Dana-Farber Cancer Institute. A Wellesley College graduate, she was previously a Research Associate at the Museum of Fine Arts, Boston. Lauren serves on NEDRA’s Diversity and Inclusion Committee. When she’s not researching, Lauren is a circus acrobat.
Virtual Conversation: Corporations and Foundations
Friday, June 5, 2020
Join colleagues for a roundtable-style discussion. Open to all interested development professionals, at any experience level, this program will be driven by an interactive discussion about corporate and foundation research and prospect management during Covid-19, including questions, challenges, and innovative solutions.
Julianna Fiss is the Assistant Director of Corporate and Foundation Prospect Management and Research at Mass General Hospital. She has previously held fundraising positions in higher ed and at international nonprofits, including a corporate fundraising position at the emergency medical relief organization Doctors Without Borders.
Research Basics Bootcamp
Tuesday, June 9, 2020
9:00 AM - 4:00 PM EDT
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 such subjects as:
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 of Research and Consulting at the Helen Brown Group, where she oversees a team of seven and works with 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 as a Senior Researcher in 2013 and was promoted to her current role in 2018. 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 her own boutique wedding planning and coordination consultancy.
NEDRA Member: $125
Non-Member (New Member): $224
*Note: Non-member registration includes a full year of NEDRA membership.
9:00 AM Informal introductions/conversations
9:30 AM Program begins
12:00 – 1:00 PM Lunch break (offline)
4:00 PM Program concludes
RStudio and Reproducible Research: Cleaning and Preparing Your Data
June 10, 2020
1:00 PM -2:30 PM EDT
This session - designed for those interested in data analysis at any level – will give attendees an introduction and orientation to RStudio and reproducible research. Overviews will be given on how to read data from .csv’s/databases, join data sets, identify and clean missing data, explore data using a suite of static and interactive data visualizations, and build the exploratory data analysis in a reproducible format that can be shared with colleagues and easily updated. Additionally, mock giving data will be generated, cleaned, and visualized using tidyverse, rmarkdown, and other tools.
Richard Majerus, the vice president for planning and strategy at Queens University of Charlotte, leverages data, technology, partnerships and human capital to enhance the university’s revenue and efficiency. Majerus joined Queens in 2019 and leads the institutional research and human resource teams. His decade of higher education experience has ranged from serving as principal of a data science and strategy startup to assistant dean of admissions and assistant vice president of donor relations and advancement strategy. Majerus is a nationally recognized higher education data science and technology expert. He served as chair of OverDRIVE, the Association of Professional Researchers for Advancement’s data science conference and DRIVE, the Council for Advancement and Support of Education’s data science conference planning committee. A summa cum laude and Phi Beta Kappa graduate of Carleton College, Majerus earned his master’s in sociology from the University of Notre Dame.
Virtual Conversation: Membership Organizations
Thursday, June 18, 2020
1:00 PM - 2:00 PM EDT
Join colleagues for a roundtable-style discussion on prospect development and research in membership organizations. We will explore how the work of researchers in these organizations has changed and shifted during a time of crisis. Open to all interested development professionals, at any experience level, this program will be driven by an interactive discussion including questions, challenges, and innovative solutions. Participants are encouraged to share tips, resources, samples, or other tools.
Colleen O'Donnell is Director of Research and Prospect Development at Museum of Fine Arts. Prior to joining the MFA in 2016, she worked in prospect research at Northeastern University for ten years, most recently serving as Associate Director with a focus on prospect identification. She earned a bachelor’s degree in history and Spanish from Tulane University and a master’s degree in nonprofit management from Northeastern.
Virtual Conversation: Analyzing Stock Holdings During a Crisis
Tuesday, June 23, 2020
1:30 PM - 2:30 PM EDT
Join colleagues for a roundtable-style discussion on analyzing stock holdings during a time of crisis. Open to all interested development professionals, at any experience level, this program will be driven by an interactive discussion including questions, challenges, and innovative solutions. Participants are encouraged to share tips, resources, samples, or other tools.
Richard Horne is the Director of Prospect Development at Beth Israel Lahey Health/Beth Israel Deaconess Medical Center, a Harvard Medical School teaching hospital which is part of Beth Israel Lahey Health, 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 chairs the Diversity & Inclusion Committee and co-chairs the Sponsorship Committee.
Virtual Conversation: Segmenting your Database in Good Times or Bad
3:00 PM - 4:00 PM EDT
Join colleagues for a roundtable-style discussion on mining and segmenting the database during these days. At Yale University, the Development office has been working on meaningful responses to the needs of COVID-19 preparedness, looking closely at past donors in the areas of infectious diseases, medical technology, etc. How can researchers compile these types of lists and utilize outside databases to help? Open to all interested development professionals, at any experience level, this program will be driven by an interactive discussion including questions, challenges, and innovative solutions. Participants are encouraged to share tips, resources, samples, or other tools.
Nancy Faughnan has played various roles in research at Yale University, including project management and strategy for the Yale Art Gallery, the Schools of Nursing, Art, and Architecture, and is a member of the NYC-area financial professionals strategy team. She has managed the non-legacy parents research project for three years.
Virtual Conversation: Higher Education
Thursday, June 25, 2020
11:00 AM - 12:00 PM EDT
Join colleagues from other higher education institutions for a roundtable-style discussion. Open to all interested development professionals, at any experience level, this program will be driven by an interactive conversation about prospect development, research, and fundraising in higher education during Covid-19. Participants are encouraged to share questions, challenges, solutions, tips, resources, and tools.
Renana Kehoe is the head of Prospect & Development Research and Gift Management at Harvard Business School. Prior, she led development operations and business process for research, prospect management, gift processing, and membership at the Harvard Art Museums. Before Harvard, Renana was Director of Development Operations and Prospect Management at the Isabella Stewart Gardner Museum for eight years. Renana is a Delegate for City Awake, a civic innovation initiative of the Greater Boston Chamber of Commerce, and serves on the NEDRA board, where she chairs several committees. In the past, she has chaired the Brookline Commission for the Arts and taught courses at Suffolk University and Lesley University. Renana holds an M.A. from Boston University and a B.A. from the University of Massachusetts, Amherst.
Virtual Conversation: Prospect Management
Tuesday, June 30, 2020
With many people working from home, virtual meetings are now the norm. Join colleagues for a roundtable-style discussion about prospect management during the Covid-19 crisis. We'll discuss virtual portfolio reviews, as well as other challenges and insights. Open to all interested development professionals, at any experience level, this program will be driven by an interactive discussion including questions and innovative solutions.
Ruthie Giles is the Associate Director of Advancement Services at Westfield State University. Ruthie is considered to be a thought leader in the field of prospect management, having created prospect management systems for a number of organizations and spoken at a number of conferences on the topic. Previously she has worked at Amherst College, Mount Holyoke College, Harold Grinspoon Foundation, The Loomis Chaffee School, and the Williston Northampton School.
© 2018 New England Development Research Association