Amelia Aldred is a senior research analyst at the University of Chicago. She specializes in international research, arts fundraising and internal communications and has an academic background in ethnographic field research and survey design. Follow her nonprofit adventures on Twitter, @ameliaaldred, or via her blog at www.ameliaaldred.com. Author of "The Art of the Interview."
Sarah Anderson has worked in the field of prospect research for 10 years. She is currently a research analyst at the University of British Columbia in Vancouver, BC, which recently completed a $1.5 billion fundraising campaign. Sarah previously worked with the University of Alberta and the BC Children’s Hospital Foundation. She has served on the board of Apra Canada since 2015, and has previously presented at Apra International and Apra Canada conferences. Follow Sarah on LinkedIn. Co-author of "Privacy and Prospecting in Canada: An Introduction."
Mirabai Auer is the director of analytics and reporting at the University of Chicago. She leads a team of analysts and architects to help grow fundraising and engagement using data, technology and reporting. Co-author of "More Than Tweets and Clicks: Leveraging Digital Data Analytics to Gain Insights."
Jessica Balsam is the director of prospect management at the University of Washington in Seattle. She is past president of Apra-NW and is the recipient of the 2016 Apra Professional of the Year award. Her 16 years in non-profit work have included positions at museums, in higher education, and as a database consultant and board member for small non-profits. Author of "Pitch Yourself."
Krista Berg is a prospect management strategist at the University of Washington. She has been working in development for over 10 years, starting as a student caller at the UW. She is also the current president of her regional chapter of Apra, Apra-NW. Co-author of "Mary, Mary, How Does Your Data Grow?"
Stephanie Brouwer is currently serving as a research associate at United Way of Central Indiana. She has eight years of experience serving in the higher education industry in various positions. Stephanie is also a Gallup-certified Strengths Educator and leads informational sessions about how to use StrengthsFinder in the workplace. Author of "Leading With Your Strengths: Using StrengthsFinder to Build Successful Relationships."
Helen Brown is president of The Helen Brown Group, a full-service prospect research consulting company in Watertown, Massachusetts. Helen is a former Apra and NEDRA board member and a past recipient of the NEDRA Ann Castle Award. Author of "This Is Pride."
Glenda Carnate is a senior data analyst for Harvard University Alumni Affairs & Development. She leads the analytics practice. Carnate has 20 years of experience in the analytics space as a report developer, analyst, influencer and manager/leader in analytics. Author of "Apra's Data Symposium: Analytics that Work for Me!"
Barron Cato is the assistant director of fundraising and engagement data science at the University of Washington. Barron has served on the Northwest Development Officers Association Board (NDOA), the Apra Data Analytics Symposium Committee and the Apra Awards Committee (as chair). He has presented on prospect research and analytics at NDOA, UW fundraising certificate courses, Apra-NW, Apra Data Analytics Symposium and Apra OverDrive. Barron received the Apra Margret Furhy Award in 2014. Author of "Creating Clusters for Strategic Segmentation."
Tracey Church has been a professional researcher for over 20 years, has worked with over 300 organizations, and is the past president of Apra Canada. She is the principal researcher and consultant with her own company, Tracey Church & Associates, Research + Consulting Services (www.traceychurchresearch.com). Tracey is a part-time faculty member at Western University (London, Ontario) teaching the Prospect Research in Fundraising course. Co-author of "See the Forest and the Trees: Internal Campaign Factors."
Karla Y. Davis is a prospect information analyst at Northwestern University and a member of Apra’s editorial advisory committee. Author of "Apra Scholarship."
Tawnia Daughton is a privacy business advisor with Alberta Health Services (AHS), Canada’s first and largest province-wide fully integrated health system. Prior to joining AHS, she was a prospect research and corporate records analyst at the University of Alberta. Tawnia has previously presented at Apra International and Apra Canada Conferences. Follow Tawnia on LinkedIn. Co-author of "Privacy and Prospecting in Canada: An Introduction."
Rodger Devine is the senior executive director of business intelligence at the Dornsife College of Letters, Arts and Sciences at the University of Southern California in Los Angeles, where he oversees data analytics, information strategy, advancement operations, gift and data administration, gift proposal development, and leadership annual giving programs. Rodger completed his graduate studies in information, analysis and retrieval at the University of Michigan. Author of "6 Ways to Effectively Drive Analytics Adoption."
Susan Faraone is a senior consultant at Aspen Leadership Group, as well as the editor of Connections. She has worked in higher education institutions for much of her 35-year career in a wide variety of roles, leading strategic and campaign planning, front-line fundraising teams, prospect development, advancement operations, donor relations and stewardship. Author of "In Praise of Our Teachers, and One (Small) Request," "Insight That Inspires: The Evolution of Connections," "The Other End of the Rainbow," "Apra Professional of the Year Award"and "The Apra BOK Puts the 'Professional' in Professional Development."
Patrick Frigge is an occupational therapy intern at Mayo Clinic in Rochester, Minnesota, and recently received his master’s degree in occupational therapy at the University of Wisconsin-Milwaukee. Author of "Researchers at Risk: Uncovering the Dangers of Prolonged Sitting."
Becky Fullmer is the executive director of prospect management and research at the University of Cincinnati, and is a member of the Apra editorial advisory committee. Author of "Apra Distinguished Service Award" and "It Takes a Village: Best Practices for Principal Gift Pipeline Management."
Daniel H. Greeley was the prospect researcher at the Land Trust Alliance, a land conservation organization of more than 1,200 land trust members. He previously worked in political fundraising, helping to raise a half million dollars for the 2010 Joe Fernandez Rhode Island Attorney General campaign and more than $3 million for the 2008 Betsy Markey congressional campaign. Author of "Data Mining Political Giving."
Steve Grimes is the director of development analytics and strategy at Jazz at Lincoln Center. He oversees all reporting and analysis needs for senior leadership to help drive decision-making around fundraising activities. Previously, he was the prospect research analyst at the ACLU, working with the principal gifts team in the national office. Steve began his development career in 2006 as a prospect researcher at St. John’s University. He received a bachelor’s degree in psychology from SUNY at Old Westbury, a master’s degree in sociology from St. John’s University and another master’s degree in media studies from CUNY at Brooklyn College. In addition, he completed doctoral courses at Rutgers University before deciding to focus solely on his development career.
Molly Hamrick is a senior prospect research strategist on the PRMA team at Duke University. Prior to joining Duke in 2015, she worked for seven years in development research with Georgia Tech and North Carolina State University. Originally from Kings Mountain, NC, Molly received a B.A. in Economics and Management & Society from UNC Chapel Hill. She has also completed coursework toward a Master of Public Administration degree. Author of "Wealth Screenings at Duke University: How Changes in Process Led to Better Results."
Susan Hayes-McQueen joined the University of Washington in Seattle in 1996. She has worked as a fundraiser, implemented a relationship management system and now serves as the senior director of prospect management, research & analytics. In her role, she heads a team of 18 information professionals who work with more than 185 fundraisers in more than 25 schools, colleges and campuses. Author of "Focusing on Top Prospects in the Chaos of a Campaign" and "Dealing With Change: A Reflection on ‘Switch’ From the Apra Advocacy Committee Book Club."
Lawrence Henze has worked in the nonprofit sector for 36-plus years, with the first 13 years focusing on development and marketing positions in the nonprofit sector, primarily in higher education. Since 1993, he has worked in the field of data and predictive analytics, creating analytics services and consulting on behalf of organizations in the U.S. and Canada. Lawrence is a frequent presenter at nonprofit conferences across the U.S. and Canada. Author of "Remarkably Outstanding Implementation: The Foundation of Positive ROI."
John Hermans has worked in the prospect development field for 19 years. He is currently the director of advancement research for the University of Toronto’s Division of University Advancement, where he manages a team of prospect researchers in support of the University’s $2.4-billion “Boundless” campaign. He is currently treasurer and vice president of Apra Canada. Author of "Your Neighbour to the North: Canadian Resources for US Prospect Researchers."
Anne Hofmann is a prospect research analyst at the University of New Hampshire. She has been working in higher education finance for 20 years. Starting in accounting, she transitioned to advancement operations and prospect research eight years ago. Filled with innate curiosity, she feels she has found her true calling and passion in the research field. Author of "Spending Money to Raise Money", "Prospect Research Questions Every Beginner Should Know" and "Connecting the Dots: From Researcher to Strategist."
Cecilia Hogan, director of university relations research at the University of Puget Sound, first spoke at a conference in 1995, about two years after she became a researcher. What she learned from attendees made it hard to get her to stop talking after that. She is the author of “Prospect Research: A Primer for Growing Nonprofits” (Jones & Bartlett: 2008, second ed.) and several articles about her favorite thing: wealth and philanthropy research. Author of "Something Funny Happened on the Way to Being a Presenter."
Kimberly Huebner is a development prospecting analyst at the University of Michigan. She is motivated by delivering quality names to gift officers (and by coffee and ice cream). Author of "The University of Michigan's Philadelphia Story."
Beth Inman is the national director of prospect management at JDRF based in Charleston, SC. She was formerly the senior director of prospect management and research analysis at the University of South Carolina. Beth is a native of Charlotte, NC, and holds a bachelor’s degree in art history from the University of North Carolina at Greensboro and a master’s degree in art history from the University of South Carolina. Co-author of "To Keep or Release: That Is the Question."
Kari Kratky is vice president of marketing and communications at Paul J. Strawhecker, Inc. In addition to marketing the firm, she works with nonprofit clients in developing and implementing communication plans; generating publicity; creating case statements, web sites, newsletters, brochures and direct mail pieces; and coordinating special events. Co-author of "A New Role for Research: The Feasibility Study."
David Lamb is a senior solutions consultant at Blackbaud, a role he took on in 2004 following three years as an independent consultant for prospect research. His Prospect Research Page is a trusted resource among prospect researchers. He is a frequent speaker at professional conferences, including those sponsored by the Council for Advancement and Support of Education (CASE), The Association of Fundraising Professionals (AFP) and Apra. Author of "Predicting the Future."
Brett Lantz is the associate director of analytics at the University of Michigan Office of University Development, and the author of "Machine Learning with R." A sociologist by training, Brett is dedicated to using data to understand human behavior. Author of "Scaffolding Around the Campaign Pyramid."
Michael Lasala is an advancement research and prospect development professional with nearly 18 years of experience supporting capital campaigns at private and public universities. He is currently the director of prospect development at the University of Denver where he provides dynamic and analytical leadership to the Prospect Development Team in support of the DU’s capital campaign. Co-author of "Parent Prospecting: Short Timeframe, Large Opportunity."
David M. Lawson brings more than 25 years of experience as an entrepreneur focused on providing actionable insights and technology to the philanthropic community. In 1997, he founded Prospect Information Network (P!N) which became the largest wealth screening company, and received the InfoCommerce Model of Excellence Award before being purchased in 2004. In 2013, he co-founded NewSci, LLC to bring Big Data and cognitive computing to the philanthropic community. Co-author of "Life Out on the Limb."
Lori Hood Lawson is the co-founder and CEO of WorkingPhilanthropy.com. She helps to keep the nonprofit sector current in the latest issues and trends. Previously, Lori served as Director of Strategic Solutions for Kintera P!N, where she managed a team of consultants, serving more than 300 nonprofit organizations in identification of prospective donors via wealth screening. She serves as a member and former chair for the Apra Ethics Committee; member and former co-chair of its Online Curriculum Committee; and member of its Body of Knowledge committee. Co-author of "Life Out on the Limb."
Cynthia Lee is a prospect management strategist at the University of Washington. She has been working in development for over 10 years and in prospect management since 2011. Co-author of "Mary, Mary, How Does Your Data Grow?"
Katie Linder is associate director of foundation relations at the University of Michigan and former assistant director of prospect development and analytics. She is a huge fan of “Moneyball.” Author of "The University of Michigan's Philadelphia Story."
Clara Lutz he director of prospect development at Cedarville University in Southwest Ohio. After working in the high-energy fields of politics, international relations and event planning, she transferred her analytic skill set to the field of higher education advancement. For the last five years, she has created and grown a prospect development program from the ground up at Cedarville University. In addition to managing the prospect research, prospect management, grant management and data analytics for the advancement team, she enjoys engaging with like-minded professionals and sharing best practices.” Author of "Adapting Portfolios for Multiple Functions: Small Shop Benefits."
Jennifer A. MacCormack is the associate director of advancement analytics at the University of Washington. MacCormack is responsible for implementing analytical solutions across university advancement, including major giving, planned giving, annual fund and the alumni association through the use of appropriate and innovative approaches and technologies. She is currently president of Apra International and has also served on the boards of DRIVE/conference and Apra-NW. She has spoken widely at Apra and CASE on topics related to prospect research, analytics, management and leadership. Author of "Being an Intrapreneur."
Elizabeth McHugh is a consultant specializing in research, relationship management and organizational assessment. Liz has been in the prospect development profession for over 30 years with experience in higher education at the ASU Foundation, in healthcare at Phoenix Children’s Hospital and Honor Health, as well as working for a variety of non-profits in the Phoenix area and beyond as a consultant. Liz is a longtime member of Apra and has been a frequent speaker on the topic of relationship management and research at Apra conferences, virtual seminars and chapter meetings, as well as local AFP meetings. Co-author of "It Could Happen to You: Giving Back to Apra."
Jill Meister is director of prospect research and management at the University of New Hampshire, and the 2017 Apra president. Meister has more than 20 years of experience in development and fundraising, and has served in several key roles that contributed to the success of six multimillion-dollar capital campaigns. She received her bachelor’s degree in management from Franklin Pierce College, and her MBA from the University of Massachusetts at Amherst. Author of "Apra's Ongoing Transformation," "It's All About Relationships, Networking and Connections," and "30 Is the New...."
Christine A. Mildner, CFRE, has had a long and rewarding career in health care and education fundraising. Currently, she is the senior philanthropy analyst at Legacy Health in Portland, Oregon. She also is a consultant and principal of Strategic Edge Resource Consulting. She was an editor of the Internet Prospector and has volunteered with Connections throughout her career. Author of "The Value of Persuasion and Influence," "The Margaret Fuhry Story" and "CoolData Delivers."
Xiomara J. Moncada is the senior director of strategic analytics and operations at the Dornsife College of Letters, Arts and Sciences at the University of Southern California in Los Angeles, where she leads a team of advancement services professionals who help grow fundraising and engagement using data, information and reporting. Xiomara completed her graduate studies in communication management at the USC Annenberg School for Communication and Journalism. Author of "My Career Path From Caterpillar to Butterfly."
Lindsey Nadeau is associate director, Presidential & Principal Gifts Research, at The George Washington University. Nadeau previously led development operations at the Center for American Progress, was an assistant director of prospect research and management at American University, and held multiple roles in development operations at Public Citizen. Nadeau is the immediate past president of Apra Metro DC. She holds a BA in economics from American University. Author of "Philanthropic Game Changer: The Rise of Donor-Advised Funds."
Vicki O'Brien is the prospect analyst for Best Friends Animal Society headquartered in Kanab, Utah, where she and her colleagues are working to Save Them All by 2025. Previously, Vicki was employed at the University of South Carolina as associate director of prospect research and analysis. She holds her undergraduate degree in political science from Francis Marion University and her graduate degree in public administration from the University of South Carolina. Co-author of "To Keep or Release: That Is the Question."
Joan Ogwumike is a prospect research associate, and writer for A Researcher’s Diary and the Apra-Illinois' blog. She holds a master of public administration degree from the University of Illinois at Springfield, and a bachelor in mass communication with a concentration in journalism from Purdue University. Connect with Joan on LinkedIn at www.linkedin.com/in/joan-ogwumike-mpa-a1681633 and Twitter @8Joan_O.
Tim Olivieri is the principal gifts prospect research analyst at Cornell University. Prior to coming to Cornell, he worked as a risk analyst for Toyota Material Handling North America and an insurance investigator for a Buffalo-based private investigation firm. Tim is a regular presenter in Cornell’s Division of Alumni Affairs and Development, providing programs for fundraisers and support staff. Author of "Private Business Valuation: Emphasize the Science, Not the Art of It."
Mike Pasqua is a development services professional with over 12 years of experience in the field. He is currently the director of development services at the University of San Francisco. He has been doing predictive modeling work for the past six years and has implemented predictive modeling programs at several schools where he had worked previously. Author of "How to Avoid Spaghetti Code."
Joe Pauwels is the assistant vice president for advancement services at Ohio University. He has 20 years of experience in the field, dating back to his time as a student caller for his alma mater, Michigan State University. Author of "What Gets Measured Gets Managed."
Michael Pawlus is a data scientist at University of Southern California. Prior to this, he was the director of prospect development at The Trust for Public Land, and before that the assistant director of prospect research and development at Grand Valley State University. Michael is chair of the 2018 Data Analytics Symposium planning committee. Michael has a master’s degree in librarianship from the University of Sheffield and a bachelor’s degree from Grand Valley State University. Author of "Analytics as an Investment in Yourself."
Izabela Piasecka-Latour has been a prospect researcher for over a decade. She is proud to be a contributor to Apra Canada’s first book, Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers (Civil Sector Press, 2016). Izabela is currently Research Associate with Tracey Church & Associates, Research + Consulting Services. Co-author of "See the Forest and the Trees: Internal Campaign Factors."
Laurie Porter has been a prospect researcher since 1996. Her first position was at New Mexico State University in Las Cruces, New Mexico, followed by Mayo Scottsdale, the Translational Genomics Research Institute, the Biodesign Institute at Arizona State University, the Institute of Human Origins at ASU, and Arizona State University Foundation. She is also the owner of Research*By*Design, a full-service research business providing donor, demographic, trends and real-estate research. The business was formed in 2012, and is currently active. Author of "Thinking About Thinking About...."
Michael Quevli joined Blackbaud in 2008 after working for a number of years in nonprofit prospect development. Michael began his career in prospect research in 1996 at AIDS Project Los Angeles. He was also at the Keck School of Medicine for seven years prior to joining Kintera in 2005. He served on the board of directors for Apra for nine consecutive years and was president in 2012. He is currently serving on the board of trustees for Apra. Finally, Michael served for three consecutive terms on the Stephens College Alumnae Association Board. He is a frequent speaker for Apra and taught at the College of Extended Learning at Cal State Northridge in prospect research and prospect management. Co-author of "It Could Happen to You: Giving Back to Apra."
Tarak Shah is the assistant director for Prospect Analytics in UC Berkeley’s Prospect Development, where he has worked since 2006 building analyses, models, tools and other data-related products. He has previously presented at CARA, CASE and APRA conferences, and participated on the team that built Berkeley’s entity match web service, which received a 2016 CASE Grand Gold Award. He is online at https://tarakc02.github.io/. Author of "Building the Discovery Engine."
Jeanne Sharp is the director of prospect development at the University of Arizona Foundation, where she oversees the prospect research and prospect management functions within the University Development Program. Jeanne celebrates 20 years as a development professional this year, having held a variety of roles in a wide range of organizations, from K-12 schools to animal shelters and virtually everything in between. She is a proud graduate of Whitman College and holds a BA in Art History & Visual Culture Studies. Co-author of "Toward A More Holistic View of Moves Management."
Jason Shults is an associate director of prospect research at the University of Arizona. He has worked in nonprofits for more than a dozen years in many capacities, including gift entry, data integrity/records specialist, and membership coordinator. He holds a BS in Management and an MBA from the University of Central Missouri, and is currently studying in the graduate program of the University of Arizona. Co-author of "Toward A More Holistic View of Moves Management."
Sadie Slager is a prospect research professional specializing in higher education development settings. She currently works as a prospect research analyst with the University of Arizona Foundation, after having worked for two years in prospect for her alma mater, Ohio Wesleyan University. Sadie works on reactive and proactive prospect research and is always on a mission to eliminate dirty data anywhere and everywhere. Author of "Feeding the Pipeline: Designing and Refining a Proactive Referral Process."
Trevor Stasik has been a prospect researcher and donor data analyst with Make-A-Wish® America since April 2014. He was previously in records management and financial services. He holds a CAPM from the Project Management Institute, and a BBA in finance and communications from Temple University. Author of "How to Cultivate the Gift Officer Relationship."
Paul J. Strawhecker, MPA, ACFRE, has led the consulting firm bearing his name, Paul J. Strawhecker, Inc., since its inception in 1995. The firm has served more than 300 nonprofit organizations in all areas of fundraising. He started the planned giving program at Boys Town; served as vice president of development for a national nonprofit hospital and nursing home group with 75 facilities; and directed fundraising for a private university system with campuses in Michigan, Florida and Texas. Co-author of "A New Role for Research: The Feasibility Study."
Marissa Todd, JD, MBA, has been working in non-profit and higher education fundraising for over a decade. Although she has dabbled in prospect development since 2008, she really found her passion for the profession at her first Apra conference in 2014. Since then, Marissa has focused on developing and growing small shops, first at Stephens College and now at the University of Central Missouri, where she is the director of prospect management and research. She is very involved with Apra, serving on the board of the Missouri-Kansas Chapter, the Apra Chapters Committee and the 2016 ARC Conference Committee. Author of "Beyond Fundraising: Prospecting for Alumni Engagement."
Andrea Topham has been leading teams in the nonprofit, public and private sectors for more than 15 years. She holds a Master of Business Administration degree with a specialization in innovation leadership and is enthusiastic about employing innovation to produce positive community impact. Andrea is the executive director of ATN Access Inc. and serves as board chair for Changing Ways and Caring Dad’s, located in London, Ontario Canada.
Amy S. Turbes currently holds the position of senior director of strategy, research and development at Creighton University, where she has worked for 10 years. As an Apra member, Turbes has been involved with several committees, including chair of the education and professional development committee and member of the nominations committee and the curriculum planning committee. Her first introduction to the prospect development community was with the Apra-Great Plains Chapter, where she previously served as chapter president, conference chair and member-at-large. Author of "Advocacy Conversation" and "Book Review: 'Prospect Research in Canada: An Essential Guide for Researchers and Fundraisers.'"
Thomas T. Turner is director of research and prospect management at International Justice Mission and a member of the Apra Editorial Advisory Committee. Author of "Book Review: 'Building Your Analytics Workshop: A Workbook for Nonprofits,'" "Review: 'Giving USA 2017,'" and "Book Review: 'Data Science for Fundraising: Build Data-Driven Solutions Using R.'"
Sam Venable is a customer success manager at Reeher LLC. Prior to his current role, he was fortunate enough to work on both sides of the table — as a frontline officer and a prospect researcher — and finds the intersection of data and narrative fascinating. Co-author of "What Gets Measured Gets Managed."
Jeffrey A. Walker, Ph.D., is director of research in the development and alumni relations office at the University of Wisconsin – Milwaukee. He started working as a philanthropy researcher and writer in 1998 and prior to that was a college English instructor. Walker, who was the Fuhry Grant recipient in 2004, also is a member of Apra’s editorial advisory committee. Author of "The Apra Foundation Margaret Fuhry Grant" and "25 Years in Research: Looking Back, Ahead, and All Around Our Campfire With Cecilia Hogan."
Amanda Ward is the assistant director of research and relationship management at Rollins College, where she is responsible for proactive identification and qualification of Rollins alumni and community members, as well as relationship management for the school’s development officers and campus leadership. She earned her undergraduate degree and MBA from Rollins, where she has worked in development for six years. In addition to her work at Rollins, Amanda is a board member with local economic development non-profit organizations REBUILD globally and the Polis Institute. Co-author of "Parent Prospecting: Short Timeframe, Large Opportunity."
Ian T. Wells is the president of Ian T. Wells & Associates, a consulting firm providing research and advisory services to non-profit organizations in New England and the Mid-Atlantic states. He also serves as vice president of the New England Development Research Association (NEDRA), and is co-chairman of NEDRA’s Sponsorship Committee. Ian was previously the director of prospect development for Boston College, and prior to that, served as associate director of development, prospect research at Massachusetts General Hospital. He began his career at Boston Children’s Hospital. Author of "Five Steps to a Successful Campaign."
Donia Wright is a research officer in the department of prospect management at Texas Christian University and has been in this role for over five years. She serves as vice president of Apra – North Texas and is responsible for all the chapter’s social media and blogging. Prior to her work in prospect management, Donia worked on the academic side of campus, working as a full-time researcher in the department of religion. She has a master’s degree in history from Western Michigan University. Donia is the author of "Show Me the Money: Bulk Ratings Upload."
Xiaohong Zhang is a data architect on the Analytics and Business Intelligence team at University of Chicago. She is an analytics and IT professional focused on developing the platforms and tools that enable data-savvy teams. Co-author of "More Than Tweets and Clicks: Leveraging Digital Data Analytics to Gain Insights."