High Finance for Prospect Researchers: Private Equity and Hedge Funds*
*minimum 2 years in Prospect Research required
Thursday, July 7, 2022 – Thursday, July 28, 2022
Thursday, July 7, 3:00PM – 4:30PM (ET)
Thursday, July 14, 3:00PM – 4:30PM (ET)
Thursday, July 21, 3:00PM – 4:30PM (ET)
Thursday, July 28, 3:00PM – 4:30PM (ET)
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:
Class Descriptions (order of coverage subject to change):
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.
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, June 24, 2022.
Attendees will receive a Zoom in advance of the first class. Please note, NEDRA's High Finance sessions are not recorded.
Registration for this event closes on Wednesday, July 6, 2022 at 9AM.
Data Warehouse Think Tank
Wednesday, July 13th, 2022
2:00 PM - 3:00 PM EST
The Data Warehouse Think Tank welcomes anyone who would like to learn about how a data warehouse can help elevate reporting at your institution. There will be a brief overview of the data warehouse concept before we turn to sharing best practices with one another. Come prepared to share what's worked at your institutions and with questions for your colleagues. This will be a collaborative session!
Deb Chaulk is the Associate Vice President for Advancement Operations at Williams College and has held that position since November 2018. Her experience in Advancement Operations spans multiple decades. Prior to arriving at Williams, she was the Director of Advancement Technology Services at the Smithsonian Institution helping to move 19 museums, 9 cultural centers, and the National Zoo into one fundraising database. She was also the Director of Donor Relations at Macalester College and Carleton College. She began her career in the software industry, working at for a banking software company (6 years) and then BSR (13 years) which eventually became Ellucian. She serves on the boards of the Berkshire Food Project and Negative Space, a MN-based non-profit serving the needs of caregivers. She is a graduate of The University of Virginia and Boston University.
Nicole Sibley is the Director of Advancement Reporting & Systems at Amherst College, where she leads a team of six programmers / analysts and heads up the current Advancement database and reporting conversion. She has a Master’s Degree in Information Science & Technology from Simmons College’s School of Library & Information Science, with an undergraduate degree from the University of Massachusetts Amherst. She has15 years of experience, and prior to Amherst, worked at Smith College.
Free for Members
Are you a recently lapsed NEDRA member and want to attend this program for free? Apply for the need-based NEDRA Community Scholarship. Deadline to apply is Wednesday, June 22, 2022
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.
Registration for this event closes on July 12, 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.
Dashboard Development for Every Team
Time: 10:00AM – 11:30AM EST
Everybody loves a good dashboard! Whether you’re just starting out in dashboard design, are maintaining grassroots dashboards for your team, or are a developer creating automated dashboards for your organization this presentation is for you. Join panelists and facilitators from Beth Israel Lahey Health and Yale University for a discussion of tips, strategies, and priorities for taking your next steps … or first steps … in the world of data visualization. Already an expert? This is also a great opportunity to share your experience with a community ready to take their game to the next level. Everyone is welcome, so bring your questions and insights to the table as we learn and grow together.
Andrew Berta, Reporting Analyst, Beth Israel Lahey Health
Andrew Berta is a reporting analyst for Beth Israel Lahey Health (BILH). He and his team provide the health system’s philanthropy office with both static data summaries and live-time reporting solutions to drive data-informed strategy. His team also navigated the centralization of 11 unique hospital donor databases for BILH when the health system was created. Andrew specializes in the adaptation and implementation of reports built in the Power BI data visualization platform.
Prior to his current role, Andrew started his career in philanthropy on the Prospect Research and Prospect Management teams at Beth Israel Deaconess Medical Center. A graduate of MIT, he has a keen interest in leveraging analytical solutions in philanthropy. When he’s not crunching numbers and building virtual dashboards, he’s likely either out jogging, or is harvesting calamansi from the tree in his front yard.
Rachel Davies, Senior Research Analyst, Yale University
Rachel started her professional life as a Reference Librarian at a community college, after majoring in history and English literature in college. When she needed new challenges, she went back to college and studied physics and astronomy. She earned a Master's degree in astrophysics, but burned out on the graduate student life before finishing her Ph.D. After graduate school Rachel joined the Office of Development at Yale, where she was happy to rediscover a life that did not involve working on the weekends.
Rachel started out doing standard prospect research but quickly transitioned into data analysis projects. She now does data analysis, helps maintain data hygiene, creates visualizations, and trains researchers and other staff to work with data and to use research databases. She enjoys her current position because it lets her use her library research and organization skills, her science data analysis skills, her love of solving puzzles, and her creativity, all at the same time.
Ralph Nardi, Associate Director, Business Intelligence, Yale University
As part of the Analytics and Data Services team within the Office of Development, Ralph leads the Business Intelligence (BI) effort. He oversees the strategy and development of interactive data visualizations through dashboards. For Yale’s current campaign, For Humanity, the BI team has developed over seventy-five interactive dashboards for senior leadership, schools and units, fundraising departments, and Yale College Reunion Giving. These dashboards provide real-time data to gift officers who can now see campaign totals broken out in many ways. Ralph’s motto is “my job is to make your job easier.”
Ralph has been at Yale for almost thirty-two years in many different roles. He managed the BERT Reporting team, which included designing and implementing personalized dashboards and reports for each gift officer. As a result, the gift officers saw daily updates to prospect and revenue information and was the first use of interactive dashboards for the Office of Development. Also, Ralph participated in the implementations of both DARCY and Hopper, the CRMs used in the Office of Development. He was significantly involved with the oversight of standard reports and the creation of personalized tabs within Hopper. In 2015, for the Yale Tomorrow campaign, Ralph developed revenue dashboards for senior leadership, enabling daily updates to the cash and commitment totals for both central development and the schools and units. This was the first use of dashboards within the Office of Development to report out campaign totals.
In his spare time, Ralph enjoys spending time with his grandson, Hudson, and watching his favorite sports teams, the Boston Red Sox and New York Jets.
Bryan Mullin, Associate Director, Prospect Management
The past decade has seen Bryan transition from elementary school teacher to various higher ed development roles including technical training, database user support, and prospect management. As the inaugural Associate Director of Prospect Management at Yale he works with stakeholders across the university to develop processes that support both frontline team business goals and optimal donor experience. When he’s not refining processes at Yale you’ll likely find Bryan watching movies or playing the guitar with his wife and 3 children at their home in central Connecticut.
LaShawn Underdue, Director of Prospect Management, Beth Israel Lahey Health
LaShawn Underdue is the Director of Prospect Management for Beth Israel Lahey Health where she developed and oversees the strategic plan and vision for the “Moves Management” program for the health system. She and her team work with the fundraising staff of 11 affiliate hospitals to address activities associated with discovering, cultivating, and stewarding major gift prospects, as well as conduct administration and analysis of fundraiser portfolios and metrics.
Prior to BILH, LaShawn was the Associate Director for Prospect Management for Beth Israel Deaconess Medical Center for three years and a senior prospect researcher at Boston Children's Hospital Trust for seven years. While at BCH, LaShawn earned a LEAN Six Sigma yellow belt and helped her team build contributions toward a $1.3 billion capital campaign. A graduate Howard University and lover of good books, LaShawn began her development career in corporate research at WGBH in Boston.
Attendees will receive a Zoom link a day before the event.
Registration for this event closes on Monday, July 18, 2022 at 5PM.
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