Conference Agenda

 2014 APRA Metro DC Retreat Agenda
April 24, 2014
American University 4401 Connecticut Ave NW Washington, D.C. 20008 
8:30-9:00 am Registration, Continental Breakfast, Networking
9:00-9:30 am


Welcome
Speaker: Devon Villa Gessert, President of APRA-Metro DC and Director of Research and Prospect Management at American University
9:30-10:30 am








Session I: A Prospect Development Model Driven by Key Performance Metrics
Speaker: Sally Boucher, Director of Research, WealthEngine
Session Description: Have you ever wondered what metrics other organizations, including peer organizations, are using to evaluate program and staff performance? A recent nationwide survey conducted by WealthEngine provides the answers. In addition, we've developed a framework for prospect development and major giving showing which metrics to track and report to drive successful programs. We will cover: Nationwide Survey, Results, Prospect Development Model, Key Performance Indicators, Benchmarks, and Action Items.
10:30-10:40 am Break
10:40-11:40 am









Session II: Round Tables
Facilitators:
Implementing Gift Officer Metrics: Anne Dean
Director, Prospect Research & Management, George Washington University
Prospect Identification: Anissa Holmes
Director, Research Operations, Smithsonian Institution
Integrating Proactive Research: Jen Knutzen
Prospect Development Analyst, Georgetown University
Implementing a Predictive Modeling Project: Andrew Schultz
Director of Analytics, Bentz Whaley Flessner
11:40-12:40 pm Lunch
12:40-1:40 pm

Session III: Panel Discussion 
Facilitators and group spokespeople report on their round table discussions.
1:40-1:50 pm Break
1:50-2:50 pm







Session IV: From Researcher to Associate Vice President
Presenter: Jon Thorsen, Associate Vice President of Development, Advancement Services, George Washington University
Session Description: Are you just starting out in Advancement and looking for advice on how to move up? Have you been in the field for years, but aren't where you want to be? This presentation will feature a brief discussion of the elements to consider in mapping out a career plan, followed by a lengthy Q&A where you can ask questions about how to take your career to the next level.
2:50-3:15 pm Wrap up, Announcements, Feedback Forms
3:30-4:30 pm Happy Hour at Acaia Bistro (Optional)


Speaker Bios


 Sally Boucher, CFRE, is Director of Research for WealthEngine and manages WealthEngine Institute, a knowledge center that provides fundraising practitioners research, education, and networking opportunities. She is the primary author of several publications, including Best Practices for Prospect Research in Higher Education Fundraising, Growing Individual Gifts: An Analytic Approach to Data-Driven Success and Fundraising’s Social Revolution: How Social Media is Changing Nonprofit Culture and Practice and has managed the creation and publication of other WealthEngine offerings.

Prior to joining WealthEngine, Sally was Director of Development for The American Shakespeare Center in Staunton, Virginia, a Planned Giving Officer and Development Officer for Sunnyside Presbyterian Retirement Communities and Director of Development for the College of Education at James Madison University, both in Harrisonburg, Virginia. She has served as president of the Shenandoah Chapter of APF and has co-chaired the Virginia Fundraising Institute.  Sally has also provided fundraising and nonprofit management consulting services to non-profit organizations including disaster relief, faith-based and arts organizations. She often shares her knowledge via webinars and at various speaking engagements and conferences with AFP, CASE, APRA, and AHP.


Anne Dean, Director, Prospect Research & Management, has been in her current position at GW since January 2013, overseeing the team that provides the research (proactive prospecting and reactive requests) and prospect management services for Development & Alumni Relations and select university leadership. Prior to becoming director, Anne was a senior analyst in GW’s Prospect Research & Management office for nearly a year. Before coming to GW, Anne was a research analyst with UC San Diego, initially starting in the university’s External Affairs unit in 2004. She has also worked in other areas of development and alumni relations at Hood College and Vanderbilt University. Anne has given presentations focused on strategic planning for prospect research shops for APRA, APRA DC, and CARA conferences and seminar days.

Anne has served on the grant review committee for Susan G. Komen for the Cure San Diego and as pledges/donations volunteer chair for the Race for the Cure. She is a past president of the Vanderbilt University San Diego Alumni Chapter. Anne earned her BA in economics, magna cum laude, from Vanderbilt University and completed a certificate in Work Leadership from UC San Diego.

Anissa Holmes, Director of Research Operations at the Smithsonian Institution, has over seventeen years of prospect research and prospect tracking experience. Ms. Holmes joined the Smithsonian in May 2012. Prior to her current position, she served as Manager of Prospect Research at the Pew Charitable Trusts and spent twelve years with the University of Maryland College Park. Prior to joining Maryland, she worked at the Capital Children’s Museum and the United Negro College Fund. She is a member of the APRA and the Association of Advancement Services Professional (AASP). She earned degrees from Hampton University and the University of Maryland University College.


Jennifer Knutzen is a Prospect Development Analyst in the Office of Advancement at Georgetown University, where she is responsible for prospect management and fundraiser metrics, providing research to the Medical school, and data analytics. From 2003-2009, Jennifer was the Prospect Research Manager for Washington National Opera where she was responsible for all aspects of development research and prospect management for a team of 15 development officers. She is also a contemporary portrait photographer and is currently working toward her Bachelor of Arts in Public Policy at Georgetown.

Andrew C. Schultz is the Director of Analytics in the DonorCast practice of Bentz Whaley Flessner. His areas of specialty include data mining, metrics for nonprofit fundraising, predictive modeling, analytics implementation, and constituent relationship management. He works with clients to implement sophisticated analytics methodology and visualization techniques and oversees day-to-day project management and operations for all DonorCast engagements.

Prior to joining the firm, Andrew was Manager of Development Services for the Elizabeth Glaser Pediatric AIDS Foundation, a global health non-profit in Washington, DC. Focusing on improved data capture strategies as well as carefully designed field structures allowed for improved reporting and the introduction of what he became known for: custom-built predictive models. Prior to moving to the DC area, he worked as Business Manager for WINGS for Kids, a nationally recognized after-school program focused on Social and Emotional Learning (SEL) in Charleston, SC. His work reorganizing and improving systems and business processes there led to the “Excellence in Non-Profit Management” award from the South Carolina Association of Non-Profit Organizations (SCANPO). Andrew’s interest in fundraising and prospect development began early. He was an intern in the Major and Principle Gifts Office of his alma mater, Hamilton College in Clinton, NY where he earned his Bachelor of Arts in History.

Jon Thorsen is the Associate Vice President for Development, Advancement Services at George Washington University. Prior to joining GW, Jon led research and advancement services operations for such organizations as The Nature Conservancy, Princeton University and the American Red Cross. He has given presentations on many facets of the development profession at conferences of AASP, AFP, CASE and other organizations. 

With AASP, Jon chairs the Best Practices in Advancement Services project, serves on the program committee and provides strategic planning services to the board of directors. He is a charter member of the association and a recipient of the Volunteer of the Year award. He is a former president of APRA, and recipient of the association’s Distinguished Service Award. He is also a recipient of the CASE Crystal Apple award for outstanding teaching. Jon earned his BA and MLIS degrees from the University of Wisconsin – Milwaukee and worked as a college librarian and instructor before entering the development profession in 1987.


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