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UPCOMING EVENTS

    • Wed, March 06, 2024
    • 1:00 PM - 2:00 PM
    • Online
    • 0
    Join waitlist


    Think Tank: Balancing Proactive and Reactive Research


    Wednesday, March 6, 2024

    1:00 PM - 2:00 PM EST


    Online


    PROGRAM DESCRIPTION: 


    What does proactive research look like at your organization? Do you have staff dedicated to proactive work, or do you struggle with carving out time for prospecting while responding to reactive requests from gift officers? Join us for an informal discussion on balancing proactive and reactive research, including the challenges and successes of moving from a reactive to proactive research shop


    What’s on your mind? Register today and let us know what you would like the group to discuss!  Participants are strongly encouraged to have their cameras on to facilitate conversation during the program.

     

    FACILITATORS:


    Erin Gianni is Associate Director, Prospect Identification and Management at Suffolk University in Boston. She has also held positions in prospect development at Harvard University and Dana-Farber Cancer Institute. Erin has served on the NEDRA Board of Directors since 2020 and currently co-chairs the Sponsorship committee. She received a BA in Psychology from the Massachusetts College of Liberal Arts and an MBA from Suffolk University. In her spare time, you can find Erin on the ski slopes, or if there’s no snow, she trades her skis for mountain bike tires.


    Lauren Langendorf is Senior Assistant Director of Prospect Identification at Dana-Farber Cancer Institute, where she has worked since 2016. She began her career in prospect research at the Museum of Fine Arts, Boston. Lauren holds a BA in Art History and English from Boston College. She recently relocated from Boston to Connecticut, where she lives with her husband, young son, and cat, who is young at heart.



    COST:

    Free for Members

    $25 Non-Members


    Join this Think Tank for free with the NEDRA Community Scholarship. While Think Tanks are free for NEDRA members, recently lapsed members can still attend with a Scholarship. Applications for this Think Tank are due by Wednesday, February 28th. Apply now.


    LOCATION:

    Attendees will receive a Zoom link a day before the event; this Think Tank will be held as a Zoom meeting and a recording will not be available.


    DEADLINES:

    Registration for this event closes on Tuesday, March 5th at 5PM or when the event is full.  


    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.


    • Fri, March 15, 2024
    • Fri, April 12, 2024
    • 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 15, 2024- Friday, April 12, 2024 (4 sessions, online)


    CLASS SCHEDULE

    Friday, March 15,  11:00AM – 12:30PM (ET)

    Friday, March 22, 11:00AM- 12:30PM (ET)

    Friday, April 5, 11:00AM – 12:30PM (ET)

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

    (Note: There will be no session on 3/29/2024)


    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, February 23, 2024.


    LOCATION:

    Attendees will receive a Zoom link 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 13, 2024 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.
    • Mon, March 25, 2024
    • 1:00 PM - 2:00 PM
    • Online
    • 72
    Register

    Prospect Development for Interns, Student Workers and Volunteers


    Monday, March 25, 2024

    1:00 PM- 2:00 PM

    Online



    PROGRAM DESCRIPTION: 


    Calling all interns, student workers, volunteers, and anyone who has an interest in learning more about prospect development! Come join us for this FREE webinar where we will provide a basic introduction to the field meant to spark interest, share some simple research techniques, and offer advice on how to begin a career in prospect development. Attendees will come away with:

    • A basic understanding of what tasks and skills are involved in prospect research, prospect management, and data analytics
    • Tips and tricks for finding contact information and biographical data on prospects
    • Advice for entering the field of prospect development and job searching

    Anyone who manages or interacts with interns, student workers, and volunteers should encourage them to attend this program!


    PRESENTERS:

    Jen Clifford   is a research analyst at Harvard University. She has worked in the development field for over eight years holding positions at the Boston Area Rape Crisis Center and the Peabody Essex Museum. Jen received her BA in art history from the University of Maryland and professional certificate in museum studies from Tufts University. She is currently a member of the NEDRA’s Advocacy and Professional Development Committee.


    Michele Borucki began her career in development in 2012 as a Development Analyst with the University of California, Berkeley Corporate and Foundation Relations team. She went on to serve as a Prospect Analyst at the University of California, Davis and then as a Senior Prospect Analyst at the George Washington University. She joined The Helen Brown Group in 2018 as a Consultant and was promoted to Senior Consultant in 2020. She became the Assistant Director, Research and Consulting in 2021 and in 2023 was promoted to her current role, Director, Research and Consulting. Michele has been a member of Apra International, NEDRA, Apra Florida, Apra Metro DC, and CARA. She served on the Apra International Curriculum Planning Committee and as the Social Media Chair and a member of the Programming Committee for Apra Metro DC. She currently serves on the NEDRA Advocacy and Professional Development Committee. She received her B.A. in creative writing from Florida State University and studied higher education leadership at California State University, Sacramento.


    COST:

    In the spirit of inclusion and bringing a more diverse community into the field of prospect research and development, we are offering this program at no cost.


    LOCATION:

    Attendees will receive a Zoom link a day before the event; this program will be held as a Zoom meeting.


    DEADLINES:

    Registration for this event closes on March 22, 2024 at12PM.


    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.


    • Thu, May 02, 2024
    • 8:30 AM
    • Fri, May 03, 2024
    • 5:00 PM
    • Omni New Haven Hotel at Yale, 155 Temple St, New Haven, CT 06510
    • 179
    Register

    Welcome to the
    2024 NEDRA Annual Conference


    Thursday, May 2 & Friday, May 3, 2024


    Don't miss this opportunity to attend the annual conference 
    presented by New England Development Research Association.


    Location

    Omni New Haven Hotel at Yale

    155 Temple Street

    New Haven, CT 06510
    203-772-6664


    Program


    Click to View Program



    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 1 Pre-Conference Workshops are an add on that people can buy. Information is coming soon about Pre-Conference Workshops that will be hosted at the hotel one day before.


    Pricing


    NEDRA Member

    Registration Type             

    Member Pricing

    Member Rate - Early Bird (through Feb 29)

    $398

    Member Rate - Regular Rate (Mar 1 or later)

    $448     

    One Day of Conference (Thursday only or Friday only)

    $224

    Add on option: One Day Research Basics Bootcamp (Wednesday)

    $199

    Add on option: One Day High Finance Workshop (Wednesday)

    $225


    Non-Member

    Registration Type             

    Member Pricing

    Non-Member Rate - Early Bird (through Feb 29)

    $498

    Non-Member Rate - Regular Rate (Mar 1 or later)

    $548     

    One Day of Conference (Thursday only or Friday only)

    $324

    Add on option: One Day Research Basics Bootcamp (Wednesday)

    $299

    Add on option: One Day High Finance Workshop (Wednesday)

    $325




    Hotel Reservations

    To take advantage of group rate hotel bookings at the Omni New Haven Hotel, please use the following link:


    DIRECTIONS


    From Laguardia Airport (80 mi)

    Get on Grand Central Parkway. Take I-95 N to Oak Street Connector in New Haven. Take exit 47 from I-95 N. Continue on Oak Street Connector. Take Church Street to Temple Street. 

     

    From Boston (137 mi)

    Follow I-90 W and I-84 to CT-15 S/Berlin Turnpike in Wethersfield. Continue to Meriden. Take exit 67S from CT-15 S.  Follow I-91 S to Trumbull Street in New Haven. Take exit 3 from I-91 S. Drive to Temple Street.

     

    From Albany (151 mi)

    Get on I-787 N from N Pearl Street. Take I-90 E and I-91 S to Trumbull Street New Haven. Take exit 3 from I-91 S. Drive to Temple Street.


    Parking

    There is a covered, secured parking lot underneath the hotel. Self-parking and valet parking are available in this lot for an extra charge. Unfortunately, NEDRA cannot validate parking at the Conference.


    Train Information

    Train options to New Haven Union Station or State Street Station (limited train service).

    If arriving at Union Station, it is recommended to take a rideshare/taxi to the Omni Hotel or the free shuttle to the Temple & Crown stop; State Street is walkable to the hotel.

    Amtrak:
    Group discounts if traveling with up to 8 people: https://www.amtrak.com/sharefares
    Note: The best station stop from Boston is Union Station.

    Metro-North Railroad – New Haven Line https://new.mta.info/document/124231
    Shoreline East https://shorelineeast.com/wp-content/uploads/2023/11/SLE_Sched_Dec2_8.5x11.pdf

    Hartford Line https://www.hartfordline.com/route_stations/stations.aspx




    Pre-registration for this event will close one week prior to the event on April 25, 2024. After that, guests should plan to register onsite at the event provided the event has not sold out.

PAST EVENTS

Mon, January 29, 2024 Legal Research Think Tank
Thu, January 18, 2024 Research Basics Bootcamp
Thu, November 30, 2023 Think Tank: Prospecting Beyond a Constituent Base
Thu, November 16, 2023 Prospect Development for Interns, Student Workers, and Volunteers
Thu, October 26, 2023 Downtown Boston VINO
Thu, September 21, 2023 Research Basics Bootcamp
Tue, August 29, 2023 VINO: NEDRA at APRA PD
Wed, July 26, 2023 VINO with Dogs!
Mon, July 17, 2023 Churn, Baby, Churn: Approaches for Analyzing Portfolio Saturation and Pipeline Movement
Wed, June 21, 2023 R-cubed: Residential Real Estate Review
Tue, June 20, 2023 Independent Schools Think Tank
Wed, May 03, 2023 Beginner/Intermediate Microsoft Excel and Word Workshop
Wed, May 03, 2023 High Finance for Prospect Researchers: Private Equity and Hedge Funds*
Wed, May 03, 2023 Applied Prospect Research Analytics Workshop
Wed, May 03, 2023 Research Basics Bootcamp
Thu, April 06, 2023 VINO: NEDRA Networking in New Hampshire
Wed, April 05, 2023 How to Make Your News Digest More Streamlined and Actionable (and have fun while doing it)
Fri, March 31, 2023 Misaligned Prospects
Fri, March 24, 2023 High Finance for Prospect Researchers: Private Equity and Hedge Funds
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

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