Apra PA Chapter Conference - 10/09/18


Date: Tuesday, October 9, 2018

Time: 9:00 AM - 4:00 PM (Registration opens at 8:30 AM)

Location: Franklin & Marshall College (Lancaster, PA)


Registration opening soon!



Keynote Speaker: Marianne Pelletier, Managing Director, Staupell Analytics Group - Telling the Story with Graphs

The presentation will offer different visualization ideas to improve storytelling and reporting. Marianne has three decades of fundraising experience and was an early adopter of applying donor modeling and analytics to the prospect research field. Let’s start looking forward to October!



Bond Lammey, Managing Associate, Betz Whaley Flessner - Portfolio Optimization: From the Toolkit to Construction 

What processes do you have in place to manage portfolios at your organization? Do you actively manage them, reviewing portfolio counts and development officer activities regularly? Do you assess the capacity, inclination, and engagement of currently assigned prospects and look for opportunities to assign and remove prospects proactively? Do you assess the fit of prospects that are assigned by development officers? In this session, we will discuss a variety of techniques and strategies involved in portfolio reviews, rebalances, and optimizations, with particular focus on the project management implications of regular portfolio reviews.

For small organizations or those who are new to prospect management, this may mean the steps involved in regular portfolio reviews with development officers. For larger organizations or those more mature in prospect management, this means dissecting portfolio optimization into smaller, more manageable steps and communicating the strategic benefit of this process to leadership.



Jennifer Filla, CEO Prospect Research Institute - The Rise of Ratings

Join Jennifer Filla for a discussion on the rise of ratings in prospect research. What are ratings and why do we love them so much? In what ways do they help AND hinder our fundraising efforts? Find out what your peers think through small and large group discussion and strengthen your connection to the donor prospects you serve – with ratings, of course!


We hope you'll be able to join us for our fall conference! Even better - enrich your conference experience by presenting a mini-session. 

Submit your presentation proposal by August 31st!

Special thanks to our Premium Sponsor:


APRA Pennsylvania is a 501(c)3 non-profit organization and is a state chapter of APRA, an internatioanl memberhsip organization that "serves and educates fund-raising professionals interested in advancement research and promotes the profession of advancement research."

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