The conference will take place Monday, May 23, 2016, from 9:30a.m.-4:00p.m. at Delaware Valley University, Life Sciences Building. Registration opens at 8:30a.m. Lunch and a snack are included.

Resource Sharing: Please bring an item to share at the Resource Exchange Table…an anonymous profile, helpful links, moves management reports, work plans or any other resource to swap! *we will need 20-30 copies

Tentative Schedule:

8:30am - 9:30am	Registration and Continental Breakfast
9:30am - 9:40am	Welcome from Delaware Valley University!
9:40am - 11:15am	The Three Faces or More of Researchers Presenter: Elizabeth McHugh, President, EMcHugh Consulting; Administrative Director, PlanetWorks Initiative, School of Earth & Space Exploration, Arizona State University (biography) Consultant Elizabeth McHugh will share vast skills that researchers have. Discover how not to have just one face but many and how we move from research to analytics to strategy to relationship management to management to consulting to leadership, and so on.
11:15am - 11:25am	Sponsor Presentation: Marge King, President, InfoRich Group, Inc.
11:25am - 11:35am	Quick Break
11:35am - 12:00pm	APRA Pennsylvania Chapter Business Meeting Members can review minutes from the 2014 Conference.
12:00pm - 1:00pm	Lunch and Facilitated Roundtable Discussions Table 1: Surojnie Mala Hodgins, Sr. Research Analyst, Princeton University Topic: Research Sources Table 2: Denise McDowell, Sr. Dir. of Advancement Services, Stewardship and the Wilson Fund & Dianna Heim, Prospect Researcher, Wilson College Topic: Challenges of a Small Shop Partnership between Advancement Services and Prospect Research Table 3: Marge King, President, InfoRich Group, Inc. Topic: Managing a Parents Project
1:00pm - 2:30pm	What a Gift Officer Expects from Research Presenter: Armand Battisti, Fundraising Consultant and Adjunct Faculty Member, University of Delaware (biography) In this presentation you will get a glimpse of what it means to be a major gift officer, and what it's like to live on the edge of what the charity needs and what the donor is willing to do. We will discuss the ambiguous nature of the position and how certain kinds of information can expedite the process of identifying and qualifying a major gift prospect.
2:30pm - 2:45pm	Snack Break
2:45pm - 3:45pm	Teach a Person to Fish: Training Gift Officers and Development Associates in Prospect Research Presenter: Alexandra Parfitt, Temple University (biography) Has a gift officer ever looked into a prospect’s real estate and mistaken a multimillion-dollar building for an individual unit? Can your development associates discriminate between the twenty-one managing directors in Bain Capital’s Boston office? Gift officers and associates frequently need to research donors and foundation, but don’t always have the tools or the expertise. By teaching certain research basics, prospect researchers can empower fundraisers and support staff, free up time for more complex prospecting, and raise the profile of your prospect research team. Alexandra Parfitt, Associate Director of Prospect Research at Temple University, will discuss her workshops on alternative assets, professional writing, and international donors. By sharing best practices, she will teach you how to develop training programs that enhance collaboration and save you time.
3:45pm - 4:00pm	Closing Remarks/Evaluation

Speaker Biographies

Elizabeth McHugh
President, EMcHugh Consulting & Administrative Director, PlanetWorks Initiative, School of Earth & Space Exploration, Arizona State University
Elizabeth McHugh is a consultant specializing in research and relationship management. Prior to this role she was the Director of Prospect Development at Phoenix Children's Hospital Foundation specializing in prospect research and relationship management. Liz was also the Vice President for Prospect Research at Scottsdale Healthcare Foundation where her responsibilities included proactive prospect identification and relationship management. Before joining Scottsdale Healthcare, Liz spent 20 years at the Arizona State University Foundation where she built a sustaining and thriving prospect research and relationship management department. She is a frequent speaker on the topic of relationship management and research at APRA conferences, virtual seminars and chapter meetings as well as local AFP meetings. She was a member of the APRA Board of Directors for 6 years and a founding member of APRA-AZ. Liz was the recipient of the 2006 APRA Distinguished Service Award. She is a native of Pittsburgh, avid Steelers fan and bead and mosaic artist.
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Alexandra Parfitt
Associate Director, Prospect Research, Temple University
Alexandra Parfitt is Associate Director of Prospect Research at Temple University, where she helps oversee a team of five researchers who support over forty gift officers. She was previously Associate Prospect Research Analyst at Yale University, where she supported the central major gift and principal gift teams, and specialized in developing in-house training programs and project-based prospecting for the Yale Divinity School and Yale University Library. She came to prospect research from teaching: she holds a B.A. in Germanic Studies and Comparative Literature from the University of Chicago and a Ph.D. in Comparative Literature to Yale and taught at the Hill School and Villanova University.
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Armand BattistiFundraising Consultant and Adjunct Faculty Member, University of Delaware
Armand Battisti has been in Institutional Advancement and fund raising/development for 36 years. Following two years in Admissions at Elmira College, he became the Director of Annual Giving at Alfred University. In 1983 he was recruited to be the Director of Development at Saint Joseph’s University in Philadelphia where he was charged with growing the annual giving program and the completion of the Spirit-Mind-Body Capital Campaign. Thereafter, Armand joined the Teleconnect Company, which later became TelecomUSA and then MCI Services, a for-profit telemarketing firm serving a wide range of non-profit organizations. His role was to design and sell telephone solicitation programs to organizations in the south and western US states. He was named to the President’s Club three times for reaching one million dollars in total sales. Following the company’s takeover, Armand worked for two years at Telefund Management, Inc., in Philadelphia, a former competitor, as Vice President for Sales and Marketing. He then joined West Chester University (WCU) as Assistant Vice President for Advancement (1993), and was later promoted to Associate Vice President. His principal role at WCU was to direct the University’s first capital campaign - Windows to the Future - which exceeded its $12 million goal. He later served as the Interim Vice President for Advancement. Winterthur Museum & Country Estate recruited Armand in 1999 to be Deputy Director of Development, followed by a position focused solely on Leadership Gifts. There he managed several successful focused campaigns for the Winterthur garden and the museum, including the creation of the nationally renowned children’s garden, Enchanted Woods, as well as an endowment campaign to secure the Professor of American Decorative Arts position. In 2008, Armand joined the University of Delaware’s flag ship College of Engineering as Chief Development Officer. The College achieved several significant gifts including 2 - $10 million gifts from individuals under his tenure. Armand started his own consulting business in August of 2013, serving non-profits in the northeast US. He also teaches two self-designed courses “Fundraising Principles” as well as “Boards, Leadership & Senior Staff” to students at the University of Delaware.

Armand holds a B.S. degree in Biology & Environmental Sciences from Elmira College (1977) and a Master’s in Professional Studies in Community Services Administration from Alfred University (1981).
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