Discover how to transform curiosity into confidence when integrating AI into your prospect research workflow. In this article, Emma Aguirre shares a practical approach to using AI in three key stages: preparing for research by understanding unfamiliar concepts, processing complex public information like SEC filings during research and refining final deliverables for clarity. Learn how to balance efficiency with accuracy while maintaining strict data privacy, ensuring AI serves as a helpful tool rather than a replacement for professional judgment.
Following the introduction of Apra’s 2026–2029 Strategic Plan, President-Elect Lindsey Nadeau details how Apra is aligning its volunteer committee structure with its long-term goals. Changes include expanding the Conference Planning Committee into an Events Committee, transitioning Content Development to Content Marketing, broadening Apra Fundamentals into a Courses Committee, and creating a Resource Library Committee. Committee recruitment opens in August.
Following a well-attended June webinar, this article summarizes key takeaways and practical scenarios from prospect development professionals navigating due diligence and gift acceptance in an uncertain climate. It highlights three real-world case studies detailing reputational risk, structured cross-functional gift reviews, and international research nuances. Additionally, it provides actionable insights on establishing formal governance policies, deploying tiered assessment models, adhering to fact-based research standards, and securing internal leadership buy-in.