Please join us for a week of collaboration and learning!
Each day we will be providing one session and each session requires its own registration and fee (fee only for non Great Lakes Partner Chapter members). A zoom meeting link will be included in your registration confirmation for each session you register for.
Wednesday Session: Marie Kondo a Portfolio
12:00 CST
When we need to think strategically, it helps to not be distracted. To focus, we have to clear away the clutter! Let's talk about cleaning and decluttering our fundraisers' portfolios: in other words, improving portfolio hygiene. In this session, we will show you how to take a lesson from Marie Kondo when reviewing portfolios and assessing them. We will talk about using portfolio segments to prioritize portfolios as well as tools intended to rediscover the discovery process through things like interest-based lists (looking beyond natural constituency), warmer leads, diversity, and referrals. We will also be walking you through how to guide a group of fundraisers through this Marie Kondo-esque exercise. Ultimately, we will be focused on helping you develop a process for curating well managed, balanced and appropriate portfolios.
Presenters:
Kelli North: Kelli North is a Senior Development Research Analyst at the University of Michigan, where she assists multiple academic units as well as the Alumni Association and the Office of Diversity, Equity, & Inclusion with prospect research, prospecting, and fundraising strategy. Her areas of focus currently include diversity, equity, and inclusion as well as NextGen work.
Kelli is a member of the board of the APRA Michigan Chapter as well as a member of the Planning Committee and Chair of the Research Committee for the Great Lakes Prospect Development For UM. She is also a member of the Advisory Committee for the APRA Great Lakes Conference. She has presented at several conferences including APRA-International, APRA-Michigan, and the Great Lakes Prospect Development ForUM. She has also presented webinars for APRA-Pennsylvania and APRA-Michigan. In 2021, she will be presenting at APRA-Ohio.
Kristin Gill: Kristin Gill is the Senior Prospect Management Analyst at the University of Michigan where she develops, implements and improves the processes that help over 200 gift officers build and maintain dynamic, engaged donor portfolios. Borrowing from her past in Marketing and Public Relations, she is also responsible for the marketing and communications strategy for her team.
Paul Wiklanski: Paul is the Senior Associate Director of Prospect Development at the University of Michigan and is a visionary thought-leader who encourages change management with executive teams and organizations. A problem-solver who leverages analytics, creativity, and experience to develop actionable and compelling strategic insight. A leader who delivers results and empowers the success of my team.
Apra-IL is our partner chapter for processing registration and payment for the Apra Great Lakes 2020 Conference.
For questions regarding registration and payment, please contact apragreatlakes@gmail.com
