Research Basics Bootcamp
Thursday, March 11, 2021, 9:00 AM - 12:30 PM EDT
Friday, March 12, 2021, 12:30 PM -4:00 PM EDT
Research Basics Bootcamp is two half days 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 two half days will cover such subjects as:
Amber W. Countis has served as Director of Donor Relations for Texas A&M University-Commerce since December 2018. In this role, she has responsibility for Stewardship and Donor Relations, Advancement Services, Prospect Research and Management, Annual Giving, Student Philanthropy, and Phonathon functions. She previously served as Senior Director of Advancement Services at Norwich University in Vermont from 2012 to 2018 and was Director of Prospect Development and Research at Tufts University from 2005 to 2012.
Amber began her career in development and prospect research at Loyola University (2003 to 2005) and Ochsner Clinic Foundation (2001 to 2003) in New Orleans. She is a graduate of Tulane University with a BA in political science and environmental studies, and earned a certificate in management of nonprofit organizations and a master of public policy from Tufts University. She served two terms as president (2012 to 2014) of the New England Development Research Association (NEDRA) and was on the board of directors from 2009 to 2015 serving in various capacities including conference co-chair, vice president, secretary, scholarship and nominating committees. She is a member of ADRP, AASP, CASE, and Apra where she served as a member of the curriculum planning committee for the 2018 and 2019 Prospect Development conferences. She was a faculty member for the CASE Annual Conference on Prospect Development in January 2020 and a presenter and the Advancement Services track chair for the CASE District IV Conference in March 2020.
Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts, where she is also an alumna, past parent and current parent. Lisa recently completed her six-year term as member of the Board of Directors of NEDRA. Over the course of her term, she served as the Treasurer of the Board of Directors, Conference Co-Chair for two NEDRA Conferences, Secretary of the Board, and Co-Chair of various committees. Lisa continues to serve on the NEDRA Programming Committee. Lisa recently stepped down as a Director of the Haverhill Foundation for Excellence in Education after serving as a director for over twenty years and has also served as a director of the Discovery Club Program.
Tara McMullen-King is Assistant Director and Data Insight Lead at the Helen Brown Group, where she works with a team of researchers and data insight consultants to support nonprofit clients all across the United States. She began her career in development in 2002 supporting the Major Gifts department at Simmons College, and ultimately went on to serve as Assistant Director of Prospect Research. Since that time, she has also worked as a Senior Research Analyst at MIT, as Associate Director of Prospect Management and Research at the Harvard Graduate School of Education, and as Director of Development Research at Combined Jewish Philanthropies (CJP). Tara originally joined the Helen Brown Group team in 2007 and served as a Research Associate and ShareTraining coordinator until 2008 – she rejoined the company 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 in many different roles, including terms as Vice President, Secretary, Chair of the Website and Technology Committee, Chair of the Volunteer Committee, and as Chair and Editor of NEDRA News. In addition, Tara has also been involved as a volunteer with Apra, serving stints on the Membership Committee, Chapters Committee, and Bylaws Task Force. An alumna of Smith College, she lives in the Witch City of Salem, MA, where she also operates a boutique wedding planning and coordination consultancy.
NEDRA Member: $199
Non-Member* (New Member): $298
*Note: Non-member registration includes a full year of NEDRA membership. Contact firstname.lastname@example.org to redeem.
Scholarships are available for this program!
9:00 AM Informal introductions/conversations
9:30 AM Program begins
12:30 PM – Program ends for Day 1
12:30 PM Program Begins
4:00 PM Program Concludes
Advance registration is required. The link to join the session will be emailed 1-2 days in advance.
Think Tank: Listen, Learn, and Discuss – Planet Money’s “We Set Up An Offshore Company in a Tax Haven” Podcast
Tuesday, March 23rd, 2021
3:00 PM - 4:00 PM EST
Join Anne and Meghan for a lively discussion of Planet Money’s podcast “We Set Up An Offshore Company in a Tax Haven.”
As a preparation for this Think Tank, please listen to the 28-minute podcast before the session. It is available at: https://www.npr.org/sections/money/2016/03/16/470722656/episode-390-we-set-up-an-offshore-company-in-a-tax-haven.
Anne Chakraborty is assistant director of research at Harvard University. Previously, she was a senior research analyst at the Harvard T.H. Chan School of Public Health. Before getting her master’s in library science, she worked as a copy writer at a local advertising agency.
Meghan Hakanson is assistant director of research at Harvard University where she has worked since 2012. Meghan also serves on her reunion committee for her undergraduate alma mater, Dickinson College, where she is involved with solicitation, marketing and reunion planning. She also, currently serves as a member of the development committee of New Roads Catholic Community in Belmont, MA.
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.
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.
Registration for this event closes on March 22, 2021 at 9AM.
Author Book Reading: Tuesday Mooney Talks With Ghosts (a joint program with APRA Florida)
March 24, 2021
1:00 PM - 2:00PM
Join your APRA Florida and NEDRA colleagues for a virtual book reading by author, Kate Racculia as she discuss the prospect research protagonist, Tuesday Mooney in this great murder mystery!
Kate Racculia is a novelist living in Bethlehem, Pennsylvania. She is the author of the novels This Must Be the Place and Bellweather Rhapsody, winner of the American Library Association’s Alex Award. Her third novel, Tuesday Mooney Talks to Ghosts, was published by Houghton Mifflin Harcourt in October 2019.
Kate was a teenage bassoonist in her hometown of Syracuse, and studied illustration, design, Jane Austen, and Canada at the University of Buffalo. She moved to Boston to get her MFA from Emerson College, and stuck around for 11 years. She has been a cartoonist, a planetarium operator, a movie and music reviewer, a coffee jerk, a bookseller, a designer, a finance marketing proposal writer, and a fundraising prospect researcher. She teaches online for Grub Street, works at her local public library, and sings in the oldest Bach choir in America.
To register for this free event: https://www.aprafl.org/events/author-book-reading-tuesday-mooney-talks-with-ghosts
Think Tank: Metrics In the Time of Corona
Thursday, March 25th, 2021
1:00 PM - 2:00 PM
Metrics: love them or hate them, they’re something we all grapple with.
Perennial questions for research and frontline metrics include: what to count, who decides what is important, how to drive action, and who enforces them?
In this session, attendees will discuss these and other topics, particularly how the pandemic has required us to pivot in terms of what and how we measure performance.
Katie Macrina is Managing Director of Prospect Management and Research at Massachusetts General Hospital. In her role, she oversees the strategic direction of the team as it relates to prospect research, prospect management, data analytics, and HIPAA. In addition, Katie participates in cross-office initiatives, including the review and resetting of frontline metrics in 2019. Prior to MGH, Katie was a member of the prospect research and management teams at Dana-Farber Cancer Institute, Northeastern University, and Boston University. Katie received her BA in English from Saint Anselm College, and her MA in Nonprofit Leadership from Northeastern University.
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.
Registration for this event closes on March 24th, 2021 at 9AM.
FRIDAY, MARCH 26, 2021 – FRIDAY, APRIL 30, 2021
Friday, March 26, 10 AM – 12 PM
Friday, April 2, 10 AM – 12 PM
Friday, April 9, 10 AM – 12 PM
NO CLASS on Friday, April 16 Friday, April 23, 10 AM – 12 PM
Friday, April 30, 10 AM – 12 PM
Welcome to the world of High Finance, where business transactions involve large amounts of money, a high degree of risk, or assets other than stock, bonds or cash ("alternatives").
This is the world that creates, maintains, and perpetuates a disproportionate number of personal fortunes in the US. 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.
NEDRA is proud to invite you to join two of the field’s leading experts for a comprehensive survey of the financial services industry, curated for advancement researchers*.
The five two-hour long classes will include:
*minimum 2 years in Prospect Research required
Valerie Anastasio has served as Director of Prospect Development at Boston Children’s Hospital Trust since August 2013. 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 is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.
Richard Horne leads a team at Beth Israel Lahey Health (formerly Beth Israel Deaconess Medical Center, a Harvard Medical School teaching hospital which merged with Lahey Health to become the second-largest health system in Massachusetts) to promote fundraising research insights and prospect management support for a rapidly-growing development office. He previously worked in development/advancement at Yale, where he studied Ethics, Politics, and Economics. Richard is a co-founder of the Yale Economic Review and a member of NEDRA's Board of Directors for which he co-chairs the Diversity & Inclusion and Sponsorship Committee.
Attendees will receive a Zoom link the day before each class.
Please note, NEDRA's High Finance courses are not recorded.
Cryptocurrency – What It Is, How to Accept Gifts, and How to Measure Its Value
2:00 PM- 3:30 PM
More and more of us are being asked to accept cryptocurrency for charitable gifts, but this currency isn’t really currency. Join Marianne Pelletier, longtime crypto investor and miner, for an overview of what cryptocurrency is, how to measure its value, and how to accept gifts of cryptocurrency. A bonus section on using crypto faucets to get your own without spending money will be included to help you practice with this new asset.
Marianne Pelletier has been in the prospect research community since 1988, when she first joined NEDRA. She is now a full-time analytics consultant with Staupell, LLC, an all-about-data firm. Marianne’s career includes annual giving, software consulting, prospect research, and prospect development and data science. She is a graduate of Rockford University and of Southern New Hampshire University.
Registration for this event closes on March 29, 2021 at 9:00AM.
Think Tank: Days of Future Past Pandemic - Conversations on the State of Philanthropy Data Science
Thursday, April 1st, 2021
11:00 AM - 12:00 PM
The COVID pandemic has certainly created a “big blip” in all our analyses and forecasts…. Or has it? Has this created an actual “new reality” for us in the philanthropy data science space? Would we have to search for new data and new methods? What about short-term vs. long-term prediction and forecasting? Finally, where are we all at after the one-year mark of a global pandemic?
This Thank Tank will focus conversations on if and/or how data sources, management, analysis, insights communication, as well as other aspects of computational philanthropy, have changed at our respective organizations since the start of the pandemic. Beyond the technical and technological, topics regarding organizational structure and talent management will also be discussed.
James Cheng currently holds the position of Senior Associate Director for Analytics, Prospect Research at Dana-Farber Cancer Institute and The Jimmy Fund’s Division of Philanthropy. Other than fundraising, he has made intellectual and professional forays into cell and development biology, high school teaching, academic research in education, as well as healthcare market research. While finishing up a doctorate degree in applied statistics in education at Boston College, James' interest in philanthropy was piqued when he took on the role of Prospect Data Mining and Modeling Specialist at MIT. After spending time in the corporate world as a healthcare market researcher, James left the Dark Side and returned to the Light in computational philanthropy, first at Dana-Farber Cancer Institute as Associate Director and then at Memorial Sloan Kettering Cancer Center as Development Data Analytics Specialist and Senior Data Scientist.
Registration for this event closes on March 31st, 2021 at 9AM.
NEDRA'S 35th ANNUAL CONFERENCE
Thursday, May 13 - Friday, May 14, 2021
10:00 a.m. - 4:00 p.m. EDT (Online)
Don't miss this opportunity to attend the 35th Annual Conference presented online by New England Development Research Association. The "venue" may be different, but attendees will still benefit from everything we all cherish in our NEDRA community – learning, partnership, networking, and of course laughs! See our Conference page for full details about NEDRAcon2021.
Save on the registration cost by becoming a member before you register.
Two-day early bird rate*:
$149 - NEDRA members
$199 - Non-members
Click the "Register" button on the left to continue.
Note: Due to the pandemic upending so many of our professional development budgets, NEDRA is offering even more scholarship opportunities that ever; up to eleven scholarship recipients will be able to attend NEDRAcon2021 for free! Applications are due on February 19, 2021. Apply now!
Pre-registration for the conference will close on Wednesday, May 5, 2021 at 5:00 PM.
Questions? Contact email@example.com
* After March 31, two-day registration will be $199 for NEDRA members and $249 for non-members.
© 2018 New England Development Research Association