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    • Thu, October 13, 2022
    • 9:00 AM - 4:00 PM
    • Salem Waterfront Hotel
    • 11
    Register

    Research Basics Bootcamp


    Thursday, October 13, 2022, 9:00 AM - 4:00 PM EST

     

    Salem Waterfront Hotel

    225 Derby Street, Salem, MA



    PROGRAM DESCRIPTION:

    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. The program 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
    Breakfast and lunch will be provided for participants.


      FACULTY:

      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.


      Tara McMullen-King is Associate Director of Research & Consulting at The Helen Brown Group, where she works with a team of 20 consultants offering prospect research, prospect management, fundraising analytics, and due diligence research to nonprofit clients around the world. She began her career in development in 2002 supporting the Major Gifts department at Simmons College, where she 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 & Research at the Harvard Graduate School of Education, and as Director of Development Research at Combined Jewish Philanthropies. Tara originally joined the Helen Brown Group team in 2007 and served as a Research Associate and ShareTraining coordinator until 2008 – she rejoined the Group 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 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. She has served as a member of NEDRA’s Research Basics Bootcamp faculty since 2020, and led a redesign of NEDRA’s website in 2018. Tara has also been involved as a volunteer with Apra, serving stints on the Membership Committee, Chapters Committee, and Bylaws Task Force. A graduate of Smith College, she is also the founder of a wedding planning consultancy and officiates weddings in the Witch City of Salem, MA.


      COST:

      NEDRA Member: $199

      Non-Member* (New Member): $298


      *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.


      **All participants are expected to be vaccinated and up to date with boosters for COVID-19.  Thank you for your cooperation!


      Scholarships are available for this program! Deadline to apply is Thursday,  September 29, 2022.



      Advance registration is required. 


      South Harbor Parking Garage is the closest city-sponsored option to the hotel and has a rate of $0.75/hour on weekdays in October.
      Public Transit: The Salem Commuter Rail Station is 1 mile away from the hotel (Newburyport/Rockport line)



      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.



      DEADLINES:

      Registration for this event closes on  Monday, October 10,  2022 at 1PM.

      • Tue, October 18, 2022
      • 5:30 PM - 7:30 PM
      • Flight Deck Brewing 11 Atlantic Ave., Brunswick, ME 04011
      Register

       VINO: NEDRA Networking in Maine


      Tuesday, October 18, 2022

      5:30 PM - 7:30 PM


      Flight Deck Brewing

      11 Atlantic Avenue

      Brunswick, ME 04011


      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 will be provided and drinks are self-sponsored.




        • Wed, October 19, 2022
        • 1:00 PM - 3:00 PM
        • Online
        • 37
        Register

        Prospect Management Workshop


        Wednesday, October 19, 2022

        1:00 P.M. - 3:00 P.M.


        PROGRAM DESCRIPTION: 



        Prospect Management.  Everyone loves the idea of having a prospect management system in place at their organization, but it is not always easy to move from an idea to an actual implemented system.  There are many pieces involved in creating a prospect management system and simply knowing where to begin and how to proceed can be a daunting task.  There may be internal obstacles that you need to navigate, such as: lack of time to work on creating a system, lack of staff (you may be a solo shop, or on a small team), lack of buy-in from the top, and/or a lack of understanding as to why a system is needed by your fund raising team. 

         

        There is no “one size fits all” prospect management system.  Each system needs to be tailored to the needs, nuances, and existing processes of your organization.  Ruthie has created prospect management systems from the ground up, both with and without initial buy-in from leadership.  They will help guide you through the process of how to create a system for your organization.

         


        FACILITATOR:

        Ruthie Giles is a renowned thought leader in the field of prospect management.  Highly sought after for her expertise in prospect management, she has spoken at NEDRA, CASE and APRA conferences, as well as various AFP and APRA chapters. Ruthie is the Associate Director of Advancement Services at Westfield State University. She is also as Associate for Prospect Development with Staupell Analytics Group. Previously she has worked at Amherst College, Mount Holyoke College, Harold Grinspoon Foundation, The Loomis Chaffee School, and the Williston Northampton School.



        COST:

        $50 for members

        $100 for non-members


        Join the Workshop for free with the NEDRA Community Scholarship. This scholarship is available to NEDRA members (or recently lapsed members). Applications for this program are due September 28. 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 be recorded.



        DEADLINES:

        Registration for this event closes on October 18, 2022 at 5PM.


        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, November 02, 2022
        • 10:00 AM - 11:00 AM
        • Online
        • 0
        Join waitlist

        Resources Think Tank


        Wednesday, November 2, 2022

        10:00 A.M. - 11:00 A.M.


        PROGRAM DESCRIPTION: 


        Come share your best resources and walk away with some new favorites! Join us for an informal and interactive discussion about research resources with Dave Owens and Meghan Hakanson. The session will provide an opportunity for participants to share both free and paid resources related to various topics utilizing Jamboard, a free digital whiteboard that lets participants collaborate in real time. Some the topics we’ll cover include: contact information, salary and compensation, stock holdings, philanthropic giving, international resources, and more! Researchers and Prospect Managers at all experience levels are welcome. The Jamboard slides will be shared with everyone after the session. This session will not be recorded.


        FACILITATOR:

        Dave Owens is a Principal Analyst, Prospect Development at the Boston Children’s Hospital Trust, where he also began his development career as a Prospect Researcher in 2001.  Prior to his tenure at Boston Children’s Hospital, he worked in clinical administration at Beth Israel Deaconess Medical Center in the departments of Pulmonary Care and Oncology.  He received his M.A. degree in Political Science from Northeastern University, a B.A. degree in Philosophy and Public Policy from UMass/Boston, as well as an A.A. degree in Mathematics/Science from Cape Cod Community College.  Dave has had an active role in NEDRA, and is currently a member of NEDRA’s Programming Committee.


        Meghan Hakanson is assistant director of research at Harvard University where she has worked since 2012. Previously, Meghan worked in the education department of George Washington’s Mount Vernon in Virginia for almost 6 years. She currently serves as a member of the development committee of New Roads Catholic Community and serves on the NEDRA Program Committee. At Harvard, Meghan serves on the Recognition Committee for Alumni Affairs and Development and the Research Retreat Committee for her unit at Harvard. Meghan received her BA from Dickinson College in American History and her MA in American History and Museum Studies from American University.


        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 October 11. 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 November 1, 2022 at 5PM.


        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, November 10, 2022
        • 3:30 PM - 6:00 PM
        • Tree House Deerfield 1 Community Place, S. Deerfield, MA 01373
        Register

        VINO: NEDRA Networking in Western MA

        Thursday, November 10, 2022

        3:30 PM - 6:00 PM


        Tree House Deerfield

        1 Community Place

        South Deerfield, MA 01373


        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.




        Past events

        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:

        465 Waverly Oaks Road, Suite 421
        Waltham, MA 02452
        781.894.1457

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