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Members' Talks at APRA International 2015

Tue, July 14, 2015 8:40 AM | Anonymous

By Elisa Shoenberger, Senior Prospect Management and Research Analyst, Loyola University Chicago

The Annual International APRA Conference is coming up. We here at APRA IL are pleased to see so many of our members presenting at the conference. Below are some members’ descriptions of their sessions. We hope to see you there!

Guarding the High-Capacity Galaxy:  Prospect Research & Prospect Management as Protectors of Institutional Capacity

 Thursday, July 23 at 1:15 to 2:45

 Through best practices and successful working partnerships, Prospect Research and Prospect Management can serve as the guardians of an organization’s highest capacity prospects, ensuring that these prospects are identified, appropriately placed in fundraiser portfolios, and effectively moved through the fundraising cycle.  While this of course includes typical prospect research and management processes, it also incorporates a sense of prospect ownership and oversight, a partnership with management and fundraisers to make sure that these best prospects aren’t inadvertently underdeveloped.  The institutional – and professional – rewards can be galactic! Erin Doyle Liss (DePaul University) and Robin Schneider( DePaul University) will present.

All the Right Prospects: Dynamic Portfolio Reviews

Thursday, July 23rd at 1:15  to 2:45

At Northwestern University, fruitful relationship management relies upon the partnership between front-line officers and Prospect Management. David B. Nacol, Executive Director, Schools and Programs, and Rebekah D. O’Brien, Assistant Director, Prospect Management at Northwestern University, will provide a front-line officer and prospect management perspective on relationship management – keeping the right prospects in focus. Their talk will unpack fundamental relationship management objectives, outline Northwestern’s approach to relationship management, explore its portfolio review evolution and materials, and provide insight into how Northwestern processes may be adapted for other development operations

Opening Doors in International Research

Friday, July 24th at 1:15 to 2:45

John Connelly (Northwestern University) and Amelia Aldred (University of Chicago) will present our tips and tricks for collecting data in international markets, with a focus and on Hong Kong, Singapore, Germany, Chile, India, and Brazil.   The talk will focus on strategy and technique rather than specific sites—but all attendees will receive the Great 2015 Northwestern/UChicago International Bookmarks Spreadsheet of Awesome as well.

Integrating Corporate and Foundation Relationship into Prospect Management and Research

Friday, July 24th at 1:15 to 2:45

Elisa Shoenberger (Loyola University Chicago) will discuss how Loyola integrated prospect management and research with corporate and foundation relations. She’ll also present her findings on a short survey about prospect management and research shops and corporate and foundation work. She’ll also review research techniques, including a review of 990 forms, and other tools to enhance both research and prospect management skills.

Tracking Prospect Identification

Saturday, July 25 at 8:30 to 10:00

Viviana Ramirez (Rush University Medical Center) and Katherine Ingrao (Rush University Medical Center) are first time presenters at APRA International. We are presenting on the work we have done over the last couple of years to develop efficient prospect management policies and procedures when identifying prospects in a grateful patient fundraising office. The ultimate goal being, we build a process that will effectively supply and support our portfolios for our next upcoming campaign.

And many more! 

APRA IL will also have a chapter breakfast on 7:30 at July 23rd at APRA International. 

We hope to see you there!




  • Mon, July 20, 2015 10:00 AM | Anonymous
    Also, former APRA-IL board member Lindsey Humphrey and I will be presenting "Super-Size My Screening!" on Friday, July 24th, 3:00-4:30 pm. Here is the session description:

    Northwestern University recently completed a global wealth screening for the Kellogg School of Management, utilizing data from multiple screening vendors around the world. The project resulted in the identification of more than a billion dollars in capacity, and spanned constituencies that are typically untapped by annual screenings, such as non-alumni donors and parents. This case study will walk through the “super-sized” project from idea to completion, including planning, project management, and presenting results.
    Link  •  Reply

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