Apra Pennsylvania 2018 Chapter Conference
Tuesday, October 9, 2018, 8:30am - 4:00pm
Franklin & Marshall College, Lancaster, PA
Thank you to our Premium Sponsor:
Registration encouraged by September 25th.
Schedule: 8:30am-4:00pm. Breakfast, lunch, and a snack are included. Full schedule details are available at the conference website - https://aprapa.wildapricot.org/conference2018
Pricing: $65 chapter members; $110 non-members.
Telling the Story with Graphs
Marianne Pelletier, Managing Director, Staupell Analytics Group
Our audiences often have little time to read through tables and reports. Join Marianne Pelletier for a demonstration and discussion on different visualization ideas and how to tell your story with clarity and color. The presentation will offer ideas to improve storytelling and reporting.
Portfolio Optimization: From the Toolkit to Construction
Bond Lammey, Managing Associate, Bentz Whaley
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.
The Rise of Ratings
Jennifer Filla, CEO, Prospect Research Institute
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!
Also including short presentations from representatives of Pennsylvania institutions, presented TED-talk style.
Please note: By registering, attendees agree to the conference terms.