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UPCOMING EVENTS

    • Fri, March 24, 2023
    • Fri, April 21, 2023
    • 4 sessions
    • Online
    • 0
    Join waitlist

    High Finance for Prospect Researchers: Private Equity and Hedge Funds*

    *minimum 2 years in Prospect Research required


    Friday, March 24, 2023- Friday, April 21 (4 sessions)


    CLASS SCHEDULE

    Friday, March 24,  11:00AM – 12:30PM (ET)

    Friday, March 31, 11:00AM- 12:30PM (ET)

    Friday, April 14, 11:00AM – 12:30PM (ET)

    Friday, April 21, 11:00AM – 12:30PM (ET)

    (Note: There will be no session on 4/7/2023)


    PROGRAM DESCRIPTION:

    The US Financial Services industry creates, maintains, and perpetuates a disproportionate number of personal fortunes. 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.

    This four week survey course examines investment managers in the “alternatives” subsector: private equity (“buyout” and venture capital) and hedge fund businesses and will feature:

    • A particular focus on the unique business models, organizational structures, and executive compensation practices of specialized firms in the industry
    • An examination and review of relevant public disclosure forms and filings and specialized sources

    • A discussion of techniques and approaches for deriving wealth and capacity estimates and distilling information for frontline fundraisers for donor prospects

    • Suggested reference resources and readings, and Q&A during every session

    Class Descriptions (order of coverage subject to change):


    Class 1

    • The Financial Industry Sector Overview
    • The Commercial Funding Continuum
    • Seed Stage and Early Venture Capital

    Class 2

    • The Partnership Model and LPs
    • The Investment Fund structure
    • Compensation in Private Equity Part 1: Fees, Carry and Ownership

    Class 3

    • Compensation in Private Equity Part 2: Additional Considerations for more nuanced evaluations
    • Investment trends and target industries
    • Blockchain and Cryptocurrency

    Class 4

    • The ADV form and ownership
    • Hedge Funds (+ Activist Investors)
    • Compensation in Hedge funds

     

    FACULTY:

    Valerie Anastasio is Senior Director of Prospect Development at Boston Children’s Hospital Trust. 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 serves on the board of the BARKA Foundation, an international development organization addressing water resources and women’s empowerment issues in Burkina Faso and neighboring West African countries. She is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.


    COST:

    $225 Members

    $275 Non-Members


    Are you a current or recently lapsed NEDRA member and want to attend this program for free? Deadline to apply for the need-based NEDRA Community Scholarship is the end of the day on Friday, March 3, 2022.


    LOCATION:

    Attendees will receive a Zoom in advance of the first class. Please note, NEDRA's High Finance sessions are not recorded.


    DEADLINES:

    Registration for this event closes on Wednesday, March 22, 2023 at 11AM.


    Please add NEDRA.org to your trusted list of senders, contacts or address book to ensure that you don't miss any important details about this program.
    • Wed, April 05, 2023
    • 1:00 PM - 2:00 PM
    • Online
    • 14
    Register

    How to Make Your News Digest More Streamlined and Actionable (and have fun while doing it)


    Wednesday, April 5, 2023

    1PM- 2PM  (ET)

     

    Online


    PROGRAM DESCRIPTION:

    The Dana-Farber Cancer Institute (DFCI) prospect research team provides a daily news digest of articles on prospects, donors, and faculty. After identifying a need to refresh the digest, research team members collaborated on making it more consistent, actionable, and relevant to the Division of Philanthropy as well as easier to compile on a daily basis. Join three members of the DFCI research team as they discuss their internal news process and the recent changes and improvements to the digest. Attendees will gain insight into how DFCI compiles and formats the news to be the most helpful for gift officers, and will take away inspiration for their own teams.


    PRESENTERS:

    Christina Priplata has been a Senior Corporate Analyst at Dana-Farber Cancer Institute since 2019 and her role is focused on corporate and foundation research. Previously, she was a grant writer at Jewish Family & Children’s Service in Waltham, MA. She has a BS in Allied Health Science from the University of Connecticut and enjoys skiing and traveling.


    Ryan Frank has been a Senior Research Analyst at Dana-Farber Cancer Institute since 2020. Prior to joining the DFCI research team, he worked at Brandeis University in both Prospect Research and Annual Giving. Before joining the non-profit world, Ryan had a career in banking and insurance. He received a BS in Finance from the University of Delaware. When he’s not busy researching prospects, Ryan enjoys running and playing board games with friends.


    Lauren Casas is Senior Research Analyst II at Dana-Farber Cancer Institute, where she has worked since 2018. 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.



    COST:

    $15 Members

    $25 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 a day before the event; this meeting will be held as a Zoom meeting and a recording will not be available.


    DEADLINES:

    Deadline for registration will be April 4th at 1PM.





    • Thu, April 06, 2023
    • 5:30 PM
    • Common Man, 25 Water Street, Concord, NH 03301
    Register

    VINO: NEDRA Networking in New Hampshire

    Thursday, April 6, 2023

    5:30 PM


    Common Man

    25 Water Street

    Concord, NH 03301

    ** Note: If using GPS, the venue states to use 1 Gulf St, Concord, NH for accurate directions **


    PROGRAM DESCRIPTION

    Join fellow colleagues for a networking  VINO (Very Informal Networking Opportunity). This event offers NEDRA members and other prospect development professionals a chance to meet and socialize. We’ll talk shop about donor research, prospect management, fundraising data science and/or anything of interest to attendees. NEDRA members and non-members are warmly welcome.


    COST:

    Food  and drinks are self-sponsored.




      • Wed, May 03, 2023
      • 9:00 AM - 4:30 PM
      • Sheraton Springfield Monarch Place Hotel, One Monarch Place, Springfield, MA 01144
      • 23
      Register

      High Finance for Prospect Researchers: Private Equity and Hedge Funds*

      *minimum 2 years in Prospect Research required


      Wednesday, May 3, 2023 

      9:00 AM - 4:30 PM EST


      PROGRAM DESCRIPTION:

      The US Financial Services industry creates, maintains, and perpetuates a disproportionate number of personal fortunes. 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.

      This survey course examines investment managers in the “alternatives” subsector: private equity (“buyout” and venture capital) and hedge fund businesses and will feature:

      • A particular focus on the unique business models, organizational structures, and executive compensation practices of specialized firms in the industry
      • An examination and review of relevant public disclosure forms and filings and specialized sources
      • A discussion of techniques and approaches for deriving wealth and capacity estimates and distilling information for frontline fundraisers for donor prospects
      • Suggested reference resources and readings, and Q&A during every session

      Class Topics (order of coverage subject to change):


      • The Financial Industry Sector Overview
      • The Commercial Funding Continuum
      • Seed Stage and Early Venture Capital
      • The Partnership Model and LPs
      • The Investment Fund structure
      • Compensation in Private Equity Part 1: Fees, Carry and Ownership
      • Compensation in Private Equity Part 2: Additional Considerations for more nuanced evaluations
      • Investment trends and target industries
      • Blockchain and Cryptocurrency
      • The ADV form and ownership
      • Hedge Funds (+ Activist Investors)
      • Compensation in Hedge funds

       

      FACULTY:

      Valerie Anastasio is Senior Director of Prospect Development at Boston Children’s Hospital Trust. 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 serves on the board of the BARKA Foundation, an international development organization addressing water resources and women’s empowerment issues in Burkina Faso and neighboring West African countries. She is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.


      COST:

      $225 for Members

      $275 for Non-members


      LOCATION:

      Sheraton Springfield Monarch Place Hotel

      One Monarch Place

      Springfield, MA 01144

      800-556-7126


      DEADLINES:

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


      • Wed, May 03, 2023
      • 9:00 AM - 12:00 PM
      • Sheraton Springfield Monarch Place Hotel, One Monarch Place, Springfield, MA 01144
      • 29
      Register

      Applied Prospect Research Analytics Workshop


      Wednesday, May 3, 2023

      9:00 AM - 12:00 PM EST


      PROGRAM DESCRIPTION: 

      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.

       

      PRESENTER:

      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.


      COST:

      $99 for Members

      $165 for Non-members


      LOCATION:

      Sheraton Springfield Monarch Place Hotel

      One Monarch Place

      Springfield, MA 01144


      DEADLINES:

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

      • Wed, May 03, 2023
      • 9:00 AM - 4:30 PM
      • Springfield Sheraton Monarch Place Hotel, One Monarch Place, Springfield, MA 01144
      • 24
      Register

      Research Basics Bootcamp


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


      PROGRAM DESCRIPTION:

      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


      FACULTY:


      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.


      COST:

      $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.


      LOCATION:

      Sheraton Springfield Monarch Place Hotel

      One Monarch Place

      Springfield, MA 01144


      DEADLINES:

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

      • Wed, May 03, 2023
      • 1:30 PM - 4:30 PM
      • Sheraton Springfield Monarch Place Hotel, One Monarch Place, Springfield, MA 01144
      • 27
      Register

      Beginner/Intermediate Microsoft Excel and Word Workshop


      Wednesday, May 3, 2023

      1:30 PM - 4:30 PM EST


      PROGRAM DESCRIPTION:

      Organizations of any size can benefit from utilizing features of Microsoft Excel and Microsoft Word to create meaningful reporting tools and research deliverables. Microsoft Excel provides an extensive range of functions to analyze data. In this hands-on workshop, participants will learn to use Microsoft Excel to combine and compare different data sets, filter and slice data, create visual aids to communicate KPIs and better understand donors and fundraising goals. The workshop will then utilize Microsoft Word to translate and convert the data into briefings, event bios, and directories to be shared with organizational stakeholders such as gift officers and senior leadership. In this session, participants will learn to:


      • Learn to use the VLOOKUP function in Microsoft Excel and search for specific data vertically across a table or spreadsheet.
      • Create tables in Excel to apply filters, total rows, and create slicers.
      • Build pivot tables in Excel to query, organize, and summarize data and information between spreadsheets, tables, or databases.
      • Build a template in Microsoft Word using the mail merge function to create batches of personalized data with Microsoft Excel as the data source.
      • Learn several tips and tricks for Excel and Word.


      PRESENTER:

      Jamie Lewis (she/her/hers) is a senior prospect management and research analyst at the Harvard T.H. Chan School of Public Health. Prior to joining the Harvard Chan School in 2017, she worked in a small shop development office of a human services nonprofit and as a legislative aide at the Massachusetts House of Representatives. Jamie holds a BS from Seton Hall University in criminal justice and philosophy and an MS in business management from Eastern Nazarene College. 


      COST:

      $99 for Members

      $165 for Non-members


      LOCATION:

      Sheraton Springfield Monarch Place Hotel

      One Monarch Place

      Springfield, MA 01144


      DEADLINES:

      Registration for this event closes on Thursday, April 27th, 2023 at 5PM or when it sells out.
      • Thu, May 04, 2023
      • 8:30 AM
      • Fri, May 05, 2023
      • 5:00 PM
      • Sheraton Springfield Monarch Place Hotel, One Monarch Place, Springfield, MA 01144
      • 118
      Register

      Welcome to the
      2023 NEDRA Annual Conference


      Thursday, May 4 & Friday, May 5, 2023


      Don't miss this opportunity to attend the 2
      023 NEDRA Conference presented by New England Development Research Association. This year we look forward to seeing everyone again in person, and for the first time in over 30 years the conference will be held in Western Massachusetts.


      Location

      Sheraton Springfield Monarch Place Hotel

      One Monarch Place

      Springfield, MA 01144
      800-556-7126


      Register Today!

      Click on the green REGISTER button in the left margin or click here to activate the registration form. Members will be prompted to log in to get access to member rates.


      May 3 Pre-Conference Workshops are an add on that people can buy. Click here to learn more about Pre-Conference Workshops that will be hosted at the hotel one day before.


      Pricing

      Registration Type             

      Member Pricing

      Full Conference (Thursday & Friday)

      $398

      One Day of Conference (Thursday only or Friday only)

      $199     

      One Day Research Basics Bootcamp (Wednesday)

      $199

      One Day High Finance Workshop (Wednesday)

      $225

      Half Day Applied Prospect Research Analytics Workshop (Wednesday)

      $99

      Half Day Beginner/Intermediate Microsoft Excel and Word Workshop (Wednesday) 

      $99

      Registration Type

      Non-Member Pricing

      Full Conference (Thursday & Friday)

      $658

      One Day of Conference (Thursday only or Friday only)

      $329

      One Day Research Basics Bootcamp (Wednesday) 

      $298

      One Day High Finance Workshop (Wednesday)

      $275

      Half Day Applied Prospect Research Analytics Workshop (Wednesday)

      $165

      Half Day Beginner/Intermediate Microsoft Excel and Word Workshop (Wednesday)

      $165



      Hotel Reservations

      To take advantage of group rate hotel bookings at the Springfield Sheraton, please use the following link:


      DIRECTIONS


      From Bradley International Airport (18 mi)

      Head north toward Bradley International Airport, then keep right to continue on Bradley International Airport. From there, take a slight left towards Schoephoester Rd, then use any lane to turn slightly right onto Schoephoester Rd. Continue onto CT-20 E/Bradley International Airport Con. Use the left two lanes to merge onto I-91 N towards Springfield. Take exit 6 from I-91 N toward Springfield Center. Merge onto E Columbus Ave and then continue straight on E Columbus Ave for 0.6 miles. Turn right onto Boland way, and the destination is on your right.

       

      From Boston (90 mi)

      Take I-90 W. Take exit 51 for I-291, toward Springfield/Hartford Connecticut. Use the left two lanes to turn onto I-291 W. Use the 2nd from the left lane to take exit 1B-2B for I-91 N/US-20 W toward W. Springfield. Keep right to continue on Exit 2B, follow signs for Dwight St. Turn left onto Dwight St, then continue straight. Turn right onto Harrison Ave and continue onto Boland Way. The destination will be on your left.

       

      From Albany (87 mi)

      Take I-90 E. Take exit 45 to merge onto I-91 S toward Springfield. Keep left to stay on I-91 S. Take exit 7 toward downtown Springfield, Hall of Fame Ave. Merge onto W Columbus Ave, then use the left two lanes to turn left onto Boland Way, the destination will be on the right.

       

      From New York City (141 mi)

      Take 1-95 N. Take exit 27A for CT-25/CT-8 toward Trumbull/Waterbury. Continue onto CT-25N/CT-8N. Take exit 9 to merge onto CT-15N/Merritt Pkwy towards CT-15. Take exit 68 N-E to merge onto 1-91 N toward CT-66 E/Hartford/Middleton. Take exit 5 toward Downtown/MGM Wy. Follow E Columbus Ave to Boland Way.


      Parking

      Parking rates are $10.00 per day for day guests and $19.95 per day for overnight guests. An alternate parking option is MGM Springfield, two blocks from the hotel, where parking is complimentary and open to the public. Amtrak provides transportation services to and from Boston and Hartford. The Springfield Amtrak station is located at 55 Frank B Murray St, Springfield, MA 01103.


      Pre-registration for this event will close one week prior to the event on April 27, 2023. After that, guests should plan to register onsite at the event provided the event has not sold out.

    PAST EVENTS

    Fri, March 31, 2023 Misaligned Prospects
    Thu, March 09, 2023 Gathering Data to Develop Inclusive Engagement Strategies
    Wed, March 08, 2023 Prospect Research Analytics Workshop
    Thu, March 02, 2023 Due Diligence
    Thu, January 12, 2023 Research Basics Bootcamp
    Thu, December 08, 2022 Prospect Development for Interns, Student Workers, and Volunteers
    Thu, November 17, 2022 Prospect Development for Interns, Student Workers, and Volunteers
    Thu, November 10, 2022 VINO: NEDRA Networking in Western MA
    Wed, November 02, 2022 Resources Think Tank
    Wed, October 26, 2022 DEI Think Tank
    Wed, October 19, 2022 Prospect Management Workshop
    Tue, October 18, 2022 VINO: NEDRA Networking in Maine
    Thu, October 13, 2022 Research Basics Bootcamp
    Thu, September 22, 2022 Fall into Prospect Management: Think Tank 2022
    Wed, July 27, 2022 VINO: NEDRA in Atlanta
    Tue, July 19, 2022 Dashboard Development for Every Team
    Wed, July 13, 2022 Data Warehouse Think Tank
    Thu, July 07, 2022 High Finance for Prospect Researchers: Private Equity and Hedge Funds
    Wed, June 15, 2022 NEDRA 2022 Annual Business Meeting
    Thu, May 05, 2022 NEDRAcon2022 Annual Conference
    Tue, April 12, 2022 Venture Into the World of NFTs
    Thu, April 07, 2022 Research Basics Bootcamp
    Tue, March 22, 2022 Onboarding Think Tank
    Fri, March 04, 2022 High Finance for Prospect Researchers: Private Equity and Hedge Funds
    Thu, February 10, 2022 Prospect Management Workshop
    Wed, February 02, 2022 Partnering with Planned Giving
    Thu, January 27, 2022 Free Resources Think Tank
    Fri, January 21, 2022 Diversity, Equity, and Inclusion for Prospect Researchers in Healthcare
    Wed, January 19, 2022 Recruiting and Onboarding Think Tank
    Thu, January 13, 2022 Research Basics Bootcamp
    Thu, December 09, 2021 Compensation and Salary Survey Think Tank
    Mon, December 06, 2021 Directors Roundtable
    Mon, November 08, 2021 Small Shop Panel
    Wed, October 27, 2021 Get in the Driver's Seat: Defining and Promoting Your Role as a Leader in Prospect Development
    Thu, September 23, 2021 Research Basics Bootcamp
    Wed, August 25, 2021 Parent Research Think Tank
    Tue, July 27, 2021 VINO: NEDRA Team Trivia
    Tue, June 15, 2021 NEDRA 2021 Annual Business Meeting
    Thu, May 13, 2021 NEDRAcon2021 Annual Conference
    Tue, April 13, 2021 Demystifying SEC Filings
    Wed, April 07, 2021 Think Tank: Tips, Tools and Tricks on Resources
    Thu, April 01, 2021 Think Tank: Days of Future Past Pandemic - Conversations on the State of Philanthropy Data Science
    Tue, March 30, 2021 Cryptocurrency – What It Is, How to Accept Gifts, and How to Measure Its Value
    Fri, March 26, 2021 High Finance Course for Prospect Researchers (March/April 2021 session)
    Thu, March 25, 2021 Think Tank: Metrics in the Time of Corona
    Wed, March 24, 2021 Author Book Reading: Tuesday Mooney Talks With Ghosts (a joint program with APRA Florida)
    Tue, March 23, 2021 Think Tank: Listen, Learn, and Discuss – Planet Money’s “We Set Up An Offshore Company in a Tax Haven” Podcast
    Thu, March 11, 2021 Research Basics Bootcamp
    Thu, March 04, 2021 International Research: An Exploration of China
    Thu, February 25, 2021 Think Tank: Ellucian Advance
    Tue, February 09, 2021 Data Analytics for Prospect Researchers:
    Fri, January 22, 2021 High Finance Course for Prospect Researchers (January/February 2021 session)
    Wed, December 09, 2020 Think Tank: Raiser’s Edge
    Thu, December 03, 2020 Diversifying Donor Bases: An Action Plan
    Thu, November 19, 2020 Score Trek Discovery: Employing Test Construction Methods to Measure Donor/Prospect Inclination
    Thu, November 12, 2020 Think Tank: Reputational Risk and Philanthropic Due Diligence
    Fri, November 06, 2020 High Finance Course for Prospect Researchers
    Wed, November 04, 2020 Prospect Management Workshop
    Wed, November 04, 2020 Think Tank: “Is That a Major Gift Sequence in Your Constituent’s Genes or….”: Brainstorming a Novel Approach for Donor/Prospect History Presentation
    Tue, October 27, 2020 Creative Collaboration: Taking the Path from Reaction to Relationship
    Fri, October 23, 2020 Risky Business: Creating a due diligence policy for your organization and how it differs from prospect research
    Thu, October 15, 2020 NEDRA Excel Series Part 3: Pivot Tables and Charts
    Thu, October 08, 2020 Research Basics Bootcamp
    Thu, October 01, 2020 Think Tank: Diversity, Equity & Inclusion (DEI) and Corporate & Foundation Research
    Mon, September 28, 2020 NEDRA Excel Series Part 2: Formulas and Functions
    Thu, September 17, 2020 Finding Your Way Through the C&F Wonderland
    Mon, September 14, 2020 NEDRA Excel Series Part 1: Tips and Tricks
    Thu, September 03, 2020 VINO: NEDRA Team Trivia
    Tue, June 30, 2020 Virtual Conversation: Prospect Management
    Thu, June 25, 2020 Virtual Conversation: Higher Education
    Tue, June 23, 2020 Virtual Conversation: Segmenting your Database in Good Times or Bad
    Tue, June 23, 2020 Virtual Conversation: Analyzing Stock Holdings During a Crisis
    Thu, June 18, 2020 Virtual Conversation: Membership Organizations
    Wed, June 10, 2020 RStudio and Reproducible Research: Cleaning and Preparing Your Data
    Tue, June 09, 2020 Research Basics Bootcamp
    Fri, June 05, 2020 Virtual Conversation: Corporations and Foundations
    Wed, June 03, 2020 Virtual Conversation: Healthcare
    Fri, May 29, 2020 Virtual Conversation: Proactive Projects
    Wed, May 27, 2020 Virtual Conversation: Analytics from Home
    Thu, May 21, 2020 Virtual Conversation: Prospect Management
    Wed, May 20, 2020 Virtual Conversation: Special Events
    Tue, May 19, 2020 Virtual Conversation: Western MA
    Fri, May 15, 2020 Virtual Conversation: Resources and Tools
    Tue, May 12, 2020 Virtual Conversation: Who's Doing Well Now?
    Tue, May 05, 2020 Virtual Conversation: Analyzing Stock Holdings During a Crisis
    Fri, May 01, 2020 Virtual Conversation: Managing Remotely
    Mon, April 27, 2020 VINO: NEDRA Networking
    Wed, April 22, 2020 VINO: NEDRA Networking
    Thu, April 16, 2020 VINO: NEDRA Networking
    Tue, April 07, 2020 VINO: NEDRA Networking
    Thu, April 02, 2020 Webinar: Research as a Second Language
    Wed, April 01, 2020 VINO: NEDRA Networking
    Thu, March 26, 2020 VINO: NEDRA Networking
    Wed, March 04, 2020 Think Tank: Parents as Prospects
    Tue, March 03, 2020 Webinar: Pave the On Ramp: How Data Visualizations Can Help You Onboard New Fundraisers
    Thu, February 27, 2020 International Research: Asia
    Thu, February 13, 2020 VINO: NEDRA Networking in Maine
    Tue, February 11, 2020 Think Tank: Inclination & Capacity Estimation
    Wed, January 22, 2020 Research Basics Bootcamp
    Wed, January 15, 2020 Think Tank: Research Strategies for Briefings
    Fri, December 06, 2019 High Finance Workshop
    Tue, December 03, 2019 Lunch VINO: NEDRA Networking in Western Mass
    Wed, November 20, 2019 VINO: NEDRA Networking in Boston
    Wed, November 13, 2019 Directors Round Table
    Wed, October 30, 2019 Genealogy and Prospect Research
    Wed, October 23, 2019 Finding Connections (Relationship Mapping)
    Fri, October 04, 2019 Research Basics Bootcamp
    Tue, October 01, 2019 Inclination & Capacity Estimation
    Thu, September 26, 2019 Engaging Millennials to Raise Big Money
    Wed, September 25, 2019 Webinar: Prospecting on a Budget: Identifying your Pipeline through Public Data
    Thu, September 19, 2019 Prospect Management Think Tank
    Tue, September 10, 2019 Diversity and Inclusion for Prospect Researchers Think Tank
    Mon, August 26, 2019 What's Going On? Creating and Sharing Prospect Research Intelligence in Your Organization
    Fri, July 12, 2019 Webinar: Lyft that Rocket Lab to the Improbable (all things “unicorn”)
    Tue, June 25, 2019 International Research: Middle East
    Fri, June 21, 2019 Lunch VINO: NEDRA Networking in Maine
    Wed, June 19, 2019 Healthcare Think Tank
    Thu, June 13, 2019 VINO: NEDRA Networking in New Hampshire
    Thu, June 06, 2019 VINO: NEDRA Networking in Connecticut
    Wed, May 29, 2019 The Nuts and Bolts of Volunteering with NEDRA
    Thu, May 16, 2019 VINO: NEDRA Networking in Boston
    Thu, May 02, 2019 VINO: NEDRA Networking in Western Mass
    Fri, April 26, 2019 The Ins and Outs of Corporate and Foundation Research
    Thu, April 25, 2019 NEDRAcon2019 Highlights!
    Wed, April 10, 2019 2019 NEDRA Annual Conference (General Admission)
    Wed, April 10, 2019 2019 NEDRA Annual Conference (Prepaid & Complimentary)
    Wed, April 10, 2019 2019 NEDRA Annual Conference (Member)
    Tue, March 12, 2019 Research Basics Bootcamp
    Fri, March 01, 2019 Data Science Think Tank
    Fri, March 01, 2019 The Shadow of Wealth: How Ultra-High-Net-Worth Individuals and Wealth Managers Protect Their Wealth Through Hidden Assets
    Tue, February 26, 2019 Quiet Perseverance: A Prospect Management Tale
    Wed, February 13, 2019 VINO: NEDRA Networking in New Haven
    Wed, February 13, 2019 Large Shop Think Tank
    Thu, February 07, 2019 Prospect Compensation Think Tank
    Wed, January 30, 2019 Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices
    Thu, November 08, 2018 Prospect Management Think Tank
    Mon, November 05, 2018 An Introduction to OKRS: How Operations Changed Office-wide Goal Setting
    Fri, October 26, 2018 GDPR Think Tank
    Fri, October 19, 2018 Building a Major Gift Model Using Microsoft Excel
    Fri, October 12, 2018 Prospect Management Think Tank
    Fri, September 28, 2018 International Research: India
    Fri, September 21, 2018 Excel for Prospect Researchers and Portfolio Managers
    Wed, September 12, 2018 Prospect Management Think Tank
    Fri, September 07, 2018 Research Basics Bootcamp
    Thu, August 23, 2018 Networking Lunch - New Hampshire
    Fri, August 17, 2018 Ice Cream Social Networking Event
    Fri, June 22, 2018 Understanding and Utilizing SEC Filings
    Tue, June 19, 2018 NEDRA Networking Lunch in Western MA
    Tue, June 05, 2018 Think Tank: Resource Refresh
    Thu, May 24, 2018 Affinity Scores and Donor Engagement
    Thu, April 26, 2018 2018 NEDRA Annual Conference
    Wed, April 25, 2018 Research Basics Bootcamp
    Wed, April 25, 2018 Fundraising Data Science Summit
    Tue, April 17, 2018 Optimizing your Data Science Workflow in R
    Thu, April 05, 2018 NEDRA Night Out
    Tue, April 03, 2018 Directors Round Table Think Tank
    Mon, April 02, 2018 Think Tank: Prospect Management and Capacity Ratings
    Fri, March 30, 2018 Building a Major Gift Model Using Microsoft Excel
    Wed, March 21, 2018 Think Tank: Small Shop Prospect Research and Management
    Fri, March 16, 2018 Two Sides of the Coin: Hiring and Getting Hired
    Fri, March 09, 2018 Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices
    Fri, March 02, 2018 International Research: Asia
    Fri, February 23, 2018 Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices
    Tue, February 13, 2018 Think Tank: Large Shop Prospect Research and Management
    Fri, February 02, 2018 Think Tank: Small Shop Prospect Research and Management
    Fri, January 26, 2018 Understanding and Utilizing SEC Filings
    Fri, January 19, 2018 Corporate and Foundation Research
    Fri, January 12, 2018 The Road Ahead: Campaign Planning and Prospect Development
    Fri, November 17, 2017 Research Basics Bootcamp
    Tue, November 07, 2017 Residential Real Estate Review
    Fri, October 27, 2017 Think Tank: Healthcare
    Tue, October 17, 2017 Prospect Management Panel
    Fri, September 15, 2017 VINO: NEDRA Networking in Connecticut
    Tue, September 12, 2017 International Research: United Kingdom
    Wed, August 30, 2017 Research Basics Bootcamp
    Wed, July 19, 2017 Lunch VINO: NEDRA Networking in Maine
    Tue, June 20, 2017 Think Tank: Prospect Management
    Thu, April 27, 2017 NEDRA 2017 Annual Conference
    Wed, April 26, 2017 Research Basics Bootcamp
    Thu, April 06, 2017 New Hampshire: Celebrating 30 Years of NEDRA
    Thu, March 30, 2017 Maine: Celebrating 30 Years of NEDRA
    Wed, March 29, 2017 Directors Round Table
    Fri, March 24, 2017 Think Tank: Data Analytics Show & Tell
    Thu, March 09, 2017 Greater Boston: Celebrating 30 Years of NEDRA
    Wed, February 22, 2017 Think Tank: International Research
    Fri, February 03, 2017 Western Mass: Celebrating 30 Years of NEDRA
    Fri, January 27, 2017 Connecticut: Celebrating 30 Years of NEDRA
    Fri, January 27, 2017 Think Tank: Resource Refresh!
    Tue, January 24, 2017 Celebrating 30 Years of NEDRA in Rhode Island
    Mon, December 12, 2016 Prospect Research Basics Bootcamp (Boston)
    Tue, November 29, 2016 Think Tank: Prospect Management
    Thu, November 10, 2016 NEDRA Night Out
    Thu, November 10, 2016 Unconscious Bias with Harvard's Christopher Dial
    Thu, October 20, 2016 Estimating Private Company Value
    Thu, June 09, 2016 NEDRA Night Out
    Thu, May 19, 2016 Directors Round Table
    Thu, April 28, 2016 NEDRA Networking Lunch in Western MA
    Thu, April 14, 2016 NEDRA 2016 Annual Conference
    Wed, April 13, 2016 NEDRA Spring 2016 Research Basics Bootcamp
    Thu, March 10, 2016 Cooperation Makes it Happen: NEDRA Panel Discussion at Assumption College
    Wed, January 20, 2016 RING: Keeping Up with a Growing Office: New Tools, New Leads, New Staff
    Thu, December 10, 2015 NEDRA VINO
    Fri, November 20, 2015 Research Basics Bootcamp
    Wed, October 21, 2015 Portfolio Management: From Adequate to Amazing
    Thu, October 01, 2015 WEBINAR: Researching Prospects in India with Beth Bandy
    Fri, September 25, 2015 Creating a Powerful Public Presence: A Workshop for Researchers Who Need Training in Speaking
    Wed, September 23, 2015 RING: Social Media
    Fri, September 18, 2015 RING: A Roundtable Discussion - Board Nomination & Governance Pipelines
    Thu, June 25, 2015 WEBINAR: Tips and Practices on Corporate Research
    Fri, May 08, 2015 RING: Commercial Real Estate
    Fri, May 01, 2015 RING: May Day! What’s Next for Prep School Research and Fundraising?
    Thu, April 16, 2015 NEDRA 2015 Annual Conference
    Thu, April 16, 2015 VIP Conference Registration
    Wed, April 15, 2015 Research Basics Bootcamp
    Tue, March 24, 2015 RING: Strategies for Re-energizing Prospect Portfolios
    Thu, February 05, 2015 RING: Corporate and Foundation Research
    Fri, December 05, 2014 WEBINAR: Pipeline Management During A Campaign
    Fri, November 21, 2014 Research Basics Bootcamp
    Wed, November 12, 2014 NEDRA VINO
    Fri, October 31, 2014 Research Basics Bootcamp
    Thu, September 18, 2014 Residential Real Estate Review
    Thu, September 11, 2014 RING: APRA Conference Recap Roundtables
    Fri, August 01, 2014 RECORDING - Panel Discussion: Inside Chinese Philanthropy
    Fri, May 30, 2014 Panel: Inside Chinese Philanthropy
    Wed, April 16, 2014 RING: Hiding in Plain Sight - Markers of Philanthropy
    Thu, March 20, 2014 NEDRA 2014 Annual Conference
    Thu, March 20, 2014 NEDRA 2014 Annual Conference - VIP Registration
    Wed, March 19, 2014 Research Basics Bootcamp
    Tue, February 11, 2014 RING: Prospect ID - Tips & Tricks - In Person Registration
    Tue, February 11, 2014 RING: Prospect ID - Tips & Tricks - Online Attendee Registration
    Fri, December 13, 2013 RING: The Silmarillion: An (Un)expected Journey of a Development Analytics Program
    Thu, November 14, 2013 RING: Discover The Golden Egg - How to find elusive international prospects
    Fri, October 18, 2013 Research Basics Bootcamp
    Fri, September 20, 2013 Research Basics Bootcamp
    Fri, July 12, 2013 Development Analytics 102
    Fri, July 12, 2013 RING: Setting the Table – Research’s Role at Prospect Review Meetings
    Fri, June 07, 2013 Development Analytics 101
    Mon, April 29, 2013 NEDRA Annual Conference- Sold Out
    Thu, March 21, 2013 RING: Parents as Prospects
    Fri, March 15, 2013 The Road Ahead: Campaign Planning and Prospect Research
    Thu, March 07, 2013 RING: Planned Giving and Research
    Fri, February 01, 2013 RING: Parents as Prospects - Researching Strategies for Parents
    Fri, January 25, 2013 RING: Organizational Potluck - Making the Most of Internal Resources
    Fri, December 07, 2012 RING: The Financial Services Industry
    Thu, December 06, 2012 RING: Large Research Shops
    Tue, December 04, 2012 Is the Financial Crisis Over? A Survey of Our Economy, and Our Prospects
    Fri, November 16, 2012 Research Basics Bootcamp
    Thu, November 15, 2012 Directors Forum
    Wed, November 14, 2012 RING: Small Shop Research
    Wed, October 31, 2012 Donor Screening: How To Do It On A Budget
    Fri, October 26, 2012 Development Analytics 101
    Fri, October 19, 2012 Research Basics Bootcamp
    Tue, October 16, 2012 The Frugal Researcher
    Fri, June 08, 2012 Living in the Gray Area: Understanding Wealth that Isn't Black and White
    Thu, March 29, 2012 Research Directors Forum
    Fri, March 16, 2012 An Introduction to Prospect Research - In Partnership with AFP Northern New England!
    Fri, March 16, 2012 RING: Parent Programs & Research (Connecticut)
    Fri, March 09, 2012 RING: Parent Programs & Research (Massachusetts)
    Thu, March 08, 2012 Share Training REPLAY: Golden BRICs: Researching Prospects in Brazil, Russia, India & China
    Tue, December 06, 2011 RING: Corporate and Foundation Research
    Thu, November 17, 2011 RING: Small Shop Research
    Fri, November 04, 2011 Joys of Compounding Wealth
    Fri, October 28, 2011 Mineral, Air and Water Rights
    Thu, October 20, 2011 CT Research Basics Bootcamp
    Wed, October 05, 2011 Research Basics Bootcamp
    Wed, September 28, 2011 RING: Proactive Research
    Fri, September 16, 2011 Research Directors Forum
    Wed, September 07, 2011 Share Training REPLAY: Venture Philanthropy in Europe
    Fri, June 24, 2011 RING: Data Analytics
    Mon, May 09, 2011 NEDRA Annual Conference
    Mon, April 04, 2011 Prospect Research for the Non Researcher
    Thu, March 17, 2011 RING: Small Shop Talk with Paul Dakin
    Wed, March 16, 2011 Fund Raising Analytics Made Easy
    Wed, March 02, 2011 CT Research Directors Forum

    CONTACT US:

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    Waltham, MA 02452
    781.894.1457

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