Apra Chapter Capture – Q4 2018

All over, Apra chapters are organizing events that highlight industry innovation, information and connection. Learn what Apra chapters have been doing this quarter, and discover upcoming events you can pencil into your schedule.

Apra Canada

The biennial Apra Canada chapter conference was held in Toronto on Oct. 17-19, 2018. Prospect research professionals from across the country met for three days of networking and learning. This year’s conference featured a wide range of topics, from solo shop research to analytics to relationship-building with fundraisers, as well as inspiring keynote speakers from the worlds of research (Jen Filla), higher-education fundraising (Joanne Shoveller) and broadcasting (Nora Young). The conference also welcomed back long-time sponsors, as well as new partners who took part in panel discussions and countless conversations with the delegates. Despite a diversity of voices and topics discussed throughout these three days, one obvious thread that weaved throughout the event was the theme of technology. Participants had the opportunity to look at the many ways significant technological change is impacting philanthropy and research. This is an exciting time to be in this field, and researchers clearly have a unique and valuable set of skills and perspectives to support and lead their organizations through change.

Apra Carolinas

Apra Carolinas had a successful fall conference at Clemson University on Oct. 5. Members learned about geographic prospecting using Excel, best practices for data cleanliness, how to develop an analytics project and building relationships with an athletics department.

Apra Carolinas 2018 fall conference

The chapter is currently looking for speakers for its spring conference at Coastal Carolina University in Conway, South Carolina, on March 15, 2019. If you or someone you know may be interested, please send an email to apracarolinas@gmail.com and include names of speakers, a presentation title, a brief summary and approximate time needed for your presentation. Early registration begins Jan. 7.

On Tuesday, Dec. 11, at 2 p.m., Apra Carolinas will host a webinar titled “Three Ways to Revolutionize Prospect Research and Prospect Management with Microsoft Excel." The webinar will be led by Greg Duke of Staupell Analytics. To learn more details and to register, click here.


NEDRA is very excited to share details of its 2019 Conference. The conference will be held in beautiful Portland, Maine, from Wednesday, April 10, through Friday, April 12, at the Westin Portland Harborview. Wednesday will consist of various full-day and half-day pre-conference Workshops, including the chapter's Prospect Research Bootcamp. Thursday and Friday will be filled with educational sessions spanning all prospect development subjects. There will be several networking opportunities offered throughout the conference. Look for registration to open in early January!

Don’t miss the opportunity to present at #NEDRAcon2019. Submit your Educational Session Proposal today! The 2019 NEDRA Conference Keynote will be "A Look Ahead" Panel Discussion and Q&A with Anne Castle Recipients Valerie Anastasio, Helen Brown & Elizabeth Crabtree. 2019 NEDRA Conference Pre-Conference Workshops can be found here. Apply for a scholarship to attend the conference; applications are currently available for the Heather Reisz Memorial Scholarship and the Helen Brown Group – NEDRA Conference Scholarship. Applications for both are due by Jan. 31, 2019. Interested in becoming a NEDRA sponsor? To learn more about 2019 Annual NEDRA sponsorship opportunities, click here.

In addition to conference planning, NEDRA has also been busy with Q4 programming events, included a GDPR Think Tank facilitated by Helen Brown, a hands-on Excel training course on how to build a major gift model, a program on the “OKR Method” of goal-setting, and two Prospect Management Think Tanks.

But that’s not all for the chapter's very busy army of programming volunteers, presenters and hosts. (And a huge thanks to all of them!) NEDRA has a “Shadow of Wealth” program about how HNWIs hide their assets in December. And for the new year, NEDRA already has on the calendar a Prospect Compensation Think Tank and a Data Science Think Tank, and are looking to announce more events soon!

NEDRA is really excited to share its revisioned NEDRA News Blog that is now accessible to all! This new, quarterly version offers in-depth articles, program highlights, links to industry news and interviews with prospect development colleagues. In between NEDRA News installments, the chapter is sending out monthly NEDRA News Flash emails that give a quick overview of upcoming events and other information. Check out the NEDRA News Blog any time, and if you’d like to be added to the mailing list, send an email to office@nedra.org today!

Apra Northwest

This quarter, Apra Northwest had their annual board retreat in Seattle at the lovely Seattle University campus. Members talked about their goals for the year, their 2019 annual conference and their plan for expanding their communications with their board members (see pictures from the retreat below). The board has already picked a date for the conference (May 17, 2019, in Seattle!) and have also launched the Apra Northwest blog, which features articles written by Apra Northwest members. Finally, the chapter set a schedule for its quarterly newsletters, which launched in the spring. Members on the board consider these newsletters the chapter's biggest accomplishment for the year. All of them can be found on the Apra Northwest website under the "About Us" section, and they feature upcoming events, a bio on a board member and other fun highlights on Apra Northwest.

Apra Northwest members gather for their board summit.

Apra Northwest members gather for their board summit.

Apra Pennsylvania

Apra Pennsylvania had a full board this year, which allowed the chapter to expand programming and membership offerings, as well as institute new bundled memberships and establish a mentoring program. Apra Pennsylvania's 2018 programming offerings included professional development webinars, networking happy hours, roundtables and collaborations with other state Apra chapters. Apra Pennsylvania hosted its 2018 chapter conference (see photo below) on Oct. 9, 2018, at Franklin & Marshall College in Lancaster, Pennsylvania, sponsored by DonorScape/GG+A. Featured presenters included Marianne Pelletier, Bond Lammey and Jennifer Filla. The conference also highlighted innovation among Apra Pennsylvania member institutions, with four mini-presentations offered by members representing the Carnegie Museums of Pittsburgh, Princeton University, Susquehanna University and Swarthmore College.

The 2018 Apra Pennsylvania Chapter Conference

On Nov. 29, the chapter will host a member webinar from Preeti Gill, covering the “Best Inclusive Practices in Prospect Development to Advance Women’s Philanthropy.”

Apra Virginia

Apra Virginia saw peak membership in 2018 with 66 current members, which is the highest it has been in several years. The chapter had a fall conference with strong attendance: 44 plus six guests. Speakers included Bond Lammey from Bentz Whaley Flessner, Kat Banakis of GG+A and Brianna Kuahane from Virginia Tech, and Kaffie Milikin from the Smithsonian Foundation. The new board has been approved for the 2019-2020 term.

Apra Wisconsin

Apra Wisconsin held its 2018 Fall Conference on Sept. 21, 2018, at St. Norbert College, in De Pere, Wisconsin. Speakers were David Lawson and Lori Hood Lawson, who provided an extended and interactive examination of AI and machine learning and its potential for philanthropy. Attendees also heard from the Apra Wisconsin 2018 Scholarship recipient, Cliona Draper of Marquette University, who attended her first Prospect Development Conference this summer in Pittsburgh. Both Apra Wisconsin's Spring and Fall Conferences were sponsored by iWave Information Systems.

L-R: Andy Caldie, St. Norbert College; David Lawson; Lori Hood Lawson; John Marquez, St. Norbert College

At the 2018 Apra Wisconsin Fall Business Meeting, the chapter announced some board transitions, including the addition of John Marquez of St. Norbert College as a board member pro tem, and Jeff Walker of UW Milwaukee as an advisory board member. John and Jeff are also the new managers of Apra Wisconsin's blog and website, respectively. Attendees shared updates on credit card processing and the Apra Great Lakes Conference, as well as brainstormed ideas for potential speakers in 2019.

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