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UPCOMING EVENTS

    • Tue, October 27, 2020
    • 1:00 PM - 2:30 PM (EDT)
    • Online
    • 29

    Creative Collaboration: Taking the Path from Reaction to Relationship


    TUESDAY, OCTOBER, 27, 2020

    1:00 PM --- 2:30PM

     

    Online


    PROGRAM DESCRIPTION:

    Communication is a key element of keeping the fundraiser-researcher relationship a happy one. It can be difficult to balance timely deliverables with the dynamic, creative interactions needed to develop a true partnership. Join Kiran Tahir, Research Analyst, and Bryan Mullin, Associate Director of Prospect Management at Yale University Office of Development for a retrospective on how the transition from Yale Prospect Research to Yale Prospect Development also transformed the research analysis staff into strategic partners with the frontline team.

    Kiran and Bryan will discuss points including:

              Team structure

              What led to this shift

              Organizational considerations and planning

              Scalable application to teams of various sizes


    PRESENTERS:

    Kiran Tahir: Kiran joined the Prospect Development team at Yale University in 2018. Since then, she has taken the lead on a number of projects, such as running training sessions, leading conversations on annual group goals, and working with our vendors to maximize user experience and establish important group best practices. Prior to joining Yale, Kiran was a grant-writing consultant for Connecticut and New York nonprofits, helping to raise millions in grant dollars for organizations that support women’s rights, affordable housing, social emotional learning programs for underachieving children, and advocacy for victims of human trafficking. Kiran holds a Master of Science in Library and Information Science. In her spare time, she enjoys experimenting in the kitchen, hiking, and spending time with her family. 


    Bryan Mullin: The past decade has seen Bryan transition from elementary school teacher to various higher ed development roles including technical training, database user support, and prospect management. As the inaugural Associate Director of Prospect Management at Yale he works with stakeholders across the university to develop processes that support both frontline team business goals and optimal donor experience. When he’s not refining processes at Yale you’ll likely find Bryan watching movies or playing the guitar with his wife and 3 children at their home in central Connecticut.



    COST:

    $50 Members

    $100 Non-Members


    LOCATION:

    Attendees will receive a Zoom link a day before the event.


    DEADLINES:

    Registration for this event closes on October 26, 2020 at 9:00AM.


    • Wed, November 04, 2020
    • 10:00 AM - 11:00 AM (EST)
    • Online
    • 9
    Register

    Think Tank: “Is That a Major Gift Sequence in Your Constituent’s Genes or….”: Brainstorming a Novel Approach for Donor/Prospect History Presentation


    WEDNESDAY, NOVEMBER 4, 2020

    10:00 AM --- 11:00 AM

     

    Online


    PROGRAM DESCRIPTION:

    This ThinkTank session aims to explore a new concept for presenting the histories of a nonprofit’s constituents as stored within the institution’s database, followed by a group discussion about the methodology, the possible analytics, and any other ways to present, visualize and analyze constituent histories. The idea for this approach borrows from the biological process for storing genetic information to produce “Donor/Prospect DNA.” Having the constituents’ historical data transformed this way will hopefully yield the most successful donor DNA sequences that precede a gift being made – and conversely, the patterns that do not result in giving. Open to all levels of analytics experience, the concept introduction and subsequent group discussion will last roughly 60 minutes.


    FACILITATOR:

    James Cheng currently holds the position of Senior Associate Director for Analytics, Prospect Research at Dana-Farber Cancer Institute and The Jimmy Fund’s Division of Philanthropy. Other than fundraising, he has made intellectual and professional forays into cell and development biology, high school teaching, academic research in education, as well as healthcare market research. While finishing up a doctorate degree in applied statistics in education at Boston College, James' interest in philanthropy was piqued when he took on the role of Prospect Data Mining and Modeling Specialist at MIT. After spending time in the corporate world as a healthcare market researcher, James left the Dark Side and returned to the Light in computational philanthropy, first at Dana-Farber Cancer Institute as Associate Director and then at Memorial Sloan Kettering Cancer Center as Development Data Analytics Specialist and Senior Data Scientist.


    COST:

    $0 Members

    $25 Non-Members


    LOCATION:

    Attendees will receive a Zoom link a day before the event.

    DEADLINES:

    Registration for this event closes on November 3, 2020 at 9:00AM.


    • Wed, November 04, 2020
    • 1:00 PM - 3:00 PM (EST)
    • Online
    • 15
    Register

    Prospect Management Workshop  


    Wednesday, November 4, 2020

    1:00 PM - 3:00 PM

     

    Online


    PROGRAM DESCRIPTION:

    Prospect Management.  Everyone loves the idea of having a prospect management system in place at their organization, but it is not always easy to move from an idea to an actual implemented system.  There are many pieces involved in creating a prospect management system and simply knowing where to begin and how to proceed can be a daunting task.  There may be internal obstacles that you need to navigate, such as: lack of time to work on creating a system, lack of staff (you may be a solo shop, or on a small team), lack of buy-in from the top, and/or a lack of understanding as to why a system is needed by your fund raising team. 

     

    There is no “one size fits all” prospect management system.  Each system needs to be tailored to the needs, nuances, and existing processes of your organization.  Ruthie has created prospect management systems from the ground up, both with and without initial buy-in from leadership.  They will help guide you through the process of how to create a system for your organization.

     

    Attendees will leave with the following:

    • Ability to make a convincing case for creating a prospect management system
    • Strategies for where to begin, whether or not there is initial buy-in from top leadership
    • Templates for various pieces of a prospect management system
    • A list of resources that will aid with building their own prospect management system


    PRESENTER:

    Ruthie Giles is the Associate Director of Advancement Services at Westfield State University. Ruthie is considered to be a thought leader in the field of prospect management, having created prospect management systems for a number of organizations and spoken at a number of conferences on the topic. Previously she has worked at Amherst College, Mount Holyoke College, Harold Grinspoon Foundation, The Loomis Chaffee School, and the Williston Northampton School.



    COST:

    $50 Members

    $100 Non-Members



    • Fri, November 06, 2020
    • (EST)
    • Fri, December 11, 2020
    • (EST)
    • 5 sessions
    • Online
    • 2
    Register
    High Finance Course for Prospect Researchers


    FRIDAY, NOVEMBER 6, 2020 – FRIDAY, DECEMBER 11, 2020


    CLASS SCHEDULE

    Friday, November 6, 10 AM – 12 PM
    Friday, November 13, 10 AM – 12 PM
    Friday, November 20, 10 AM – 12 PM
    NO CLASS Friday November 27 (Thanksgiving week)
    Friday, December 4, 10 AM – 12 PM
    Friday, December 11, 10 AM – 12 PM

     

    PROGRAM DESCRIPTION:

    Welcome to the world of High Finance, where business transactions involve large amounts of money, a high degree of risk, or assets other than stock, bonds or cash ("alternatives").

     

    This is the world that creates, maintains, and perpetuates a disproportionate number of personal fortunes in the US. Its activities touch virtually every affluent major prospect on the donor and prospect lists of every nonprofit organization.

     

    It can also present an intimidating challenge for prospect researchers stymied by artful industry jargon, organization and fee structures, and eye-popping deal figures. Still, the better researchers understand this world, the more opportunities they can bring to light for the organizations they serve.

     

    NEDRA is proud to invite you to join two of the field’s leading experts for a comprehensive survey of the financial services industry, curated for advancement researchers*.

     

    The five two-hour long classes will include:

    • A particular focus on the unique business models, organizational structures, and executive compensation practices of specialized firms in the industry
    • An examination and review of relevant public disclosure forms and filings and specialized sources
    • A discussion of techniques and approaches for deriving wealth and capacity estimates and distilling information for frontline fundraisers for donor prospects
    • Ample Q&A and small group opportunities during every session

     

    Class Descriptions

    Class 1

    • Introductions, Expectations, and The (Big) Why
    • Syllabus & resources review
    • The Financial Industry Sector: Overview and (Recent) Regulatory Highlights
    • The Funding Continuum

    Class 2

    • The Partnership Model and LPs
    • The Investment Fund structure
    • Compensation in Private Equity Part 1: The Basics
    • Compensation in Private Equity Part 2: Carry and Ownership

    Class 3

    • Investment Banking
    • IPOs + Unicorns
    • SEC Filings: the prospectus and ownership forms

    Class 4

    • Investment Advisories
    • The ADV form and ownership
    • Hedge Funds (+ Activist Investors)
    • Compensation in Hedge funds
    • The Real Estate Industry and Investors

    Class 5

    • Family Offices & Wealth Managers
    • Service providers (lawyers, accountants, enterprise technology, trading/clearing houses)

     

    *minimum 2 years in Prospect Research required

    PRESENTERS:

    Valerie Anastasio has served as Director of Prospect Development at Boston Children’s Hospital Trust since August 2013. Her development experience spans more than two decades, including positions at the Broad Institute, Museum of Fine Arts Boston, Harvard University, Brandeis University, Boston Lyric Opera, WGBH, and as a consultant with The Helen Brown Group. She is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.


    Richard Horne leads a team at Beth Israel Deaconess Medical Center, a Harvard Medical School teaching hospital which is merging into Beth Israel Lahey Health to become the second-largest health system in Massachusetts, to promote fundraising research insights and prospect management support for a rapidly-growing development office. He previously worked in development/advancement at Yale, where he studied Ethics, Politics, and Economics. Richard is a co-founder of the Yale Economic Review and a member of NEDRA's Board of Directors for which he co-chairs the Diversity & Inclusion and Sponsorship Committeew.

    COST:

    $225 Members

    $275 Non-Members

    LOCATION:

    Attendees will receive a Zoom link before the day before each class.

    • Thu, November 12, 2020
    • 9:30 AM - 10:45 AM (EST)
    • Online
    • 7
    Register

    Think Tank: Reputational Risk and Philanthropic Due Diligence


    Thursday, November 12, 2020

    9:30AM - 10:45AM


    Online



    DESCRIPTION: 


    Join your colleagues to discuss reputational risk and philanthropic due diligence. Vicki Law and Courtney Cutler from the Massachusetts Institute of Technology will start the Think Tank by sharing their firsthand experiences creating a philanthropic due diligence program and lessons learned. Afterwards, they will facilitate a group discussion, so bring your best practices, website suggestions, questions, successes, etc. to share with your colleagues.


    FACILITATORS:

    Vicki Law is currently Director of Philanthropic Due Diligence at Massachusetts Institute of Technology. Vicki joined MIT in 2007 as a Senior Research Analyst focusing on international research and principal giving. She most recently served as Director of Prospect Research. Prior to joining MIT, Vicki was a corporate business librarian and manager, working with strategy consulting and technology firms. In her spare time, she enjoys crafts such as crocheting and embroidery, and is learning how to play Für Elise on the ukulele.


    Courtney Cutler is currently a Philanthropic Due Diligence Analyst at Massachusetts Institute of Technology. She joined MIT in 2015 as a Sr. Research Analyst, initially working with the schools and later focusing on principal giving. She left in 2019 to travel the country and rock climb, but returned to MIT earlier this year (right before the pandemic!) to work on philanthropic due diligence. Before MIT, Courtney worked in various development roles and in prospect research at the Appalachian Mountain Club. When she’s not working, she can be found climbing up rocks or hiking with her blue heeler puppy, Stanley.


    COST:

    Free for Members

    $25 Non-Members


    LOCATION:

    Attendees will receive a Zoom link a day before the event; this meeting will be held as a Zoom meeting and a recording will not be available to attendees.


    DEADLINES:

    Registration for this event closes on November 11, 2020 at 9:00AM.

    • Thu, November 19, 2020
    • 1:00 PM - 2:30 PM (EST)
    • Online
    • 46
    Register

    Score Trek Discovery: Employing Test Construction Methods to Measure Donor/Prospect Inclination


    THURSDAY, NOVEMBER, 19, 2020

    1:00 PM --- 2:30PM


     

    Online


    PROGRAM DESCRIPTION:

    Inspired by the first iteration of the “Discovery Score” (DSCO) to measure donor/donor prospect inclination built by Prospect Research Analytics at Dana-Farber Cancer Institute in 2016, this session details how “DSCO 2.0” is constructed based on concepts, theories, and methods related to test/inventory/assessment construction. The first half of this session concentrates on defining DSCO specifically, the relationship between inclination, engagement and affinity as they relate to philanthropy, as well as the concepts of validity and reliability as they relate to test construction. The second half of the session focuses more towards the technical in terms of the algorithms and statistics used, as well as the methodological in terms of how content-, criterion-, and construct-related evidence are gathered for the validity of “DSCO 2.0” in measuring inclination. No matter the level of analytics expertise, this 90-minute presentation will hopefully provide some guidance towards building an inclination score both conceptually and methodologically.


    PRESENTER:

    James Cheng currently holds the position of Senior Associate Director for Analytics, Prospect Research at Dana-Farber Cancer Institute and The Jimmy Fund’s Division of Philanthropy. Other than fundraising, he has made intellectual and professional forays into cell and development biology, high school teaching, academic research in education, as well as healthcare market research. While finishing up a doctorate degree in applied statistics in education at Boston College, James' interest in philanthropy was piqued when he took on the role of Prospect Data Mining and Modeling Specialist at MIT. After spending time in the corporate world as a healthcare market researcher, James left the Dark Side and returned to the Light in computational philanthropy, first at Dana-Farber Cancer Institute as Associate Director and then at Memorial Sloan Kettering Cancer Center as Development Data Analytics Specialist and Senior Data Scientist.


    COST:

    $50 Members

    $100 Non-Members


    LOCATION:

    Attendees will receive a Zoom link a day before the event.


    DEADLINES:

    Registration for this event closes on November 18, 2020 at 9:00AM.





    • Thu, December 03, 2020
    • 1:00 PM - 2:30 PM (EST)
    • Online
    • 43
    Register

    Diversifying Donor Bases: An Action Plan 



    THURSDAY, DECEMBER 3, 2020

    1:00PM - 2:30PM

     

    Online


    PROGRAM DESCRIPTION:

    Our institutions are serving increasingly diverse constituents, yet this diversity is infrequently represented in our donor bases. In an age of "mega gifts", our most invested donors are serving as co-visionaries in creating the future of nonprofit work. To truly serve diverse communities and position our organizations as promoters of social equity and justice, our philanthropic work must represent and elevate diverse voices. This session will explore how to identify donor diversification goals and measurements, and how to create a diverse pipeline of prospective donors. We will also explore how diversifying donor bases relies upon the diversification of other areas of our institutions.


    PRESENTERS:

    Roslyn Clarke is the Director of Prospect Research Services on the BWF Insight team. She manages all outsourced research projects, leads a team of researchers, conducts trainings, and provides prospect research counsel. Before joining BWF Insight, Roslyn served as director of prospect research at Morehouse College and assistant director at Harvard University. Prior to Harvard, Roslyn worked at Brown University and Hebrew SeniorLife. Roslyn is a seasoned conference speaker, frequent conference faculty member, and has conducted countless prospect research bootcamps. Over the years, she has presented for Apra, CASE, NEDRA, and AFP.


    Milagro “Misa” Lobatois the Director of Prospect Management and Analytics at the Rhode Island School of Design. She is also the President of Apra. She has served on the Apra board since 2016 and held leadership roles in governance, conference planning, and membership. Previously, Misa was the Assistant Vice President of Advancement Strategy and Annual Giving at the University of Colorado, where she worked in Advancement for over 13 years. She has a degree in Ethnic Studies and English Literature from the University of Colorado.


    COST:

    $50 Members

    $100 Non-Members


    LOCATION:

    Attendees will receive a Zoom link a day before the event; this meeting will be held as a Zoom meeting and a recording will not be available.


    DEADLINES:

    Registration for this event closes on December 2, 2020 at 9:00AM.





    • Wed, December 09, 2020
    • 1:00 PM - 2:00 PM (EST)
    • Online
    • 13
    Register

    Think Tank: Raiser's Edge


    Wednesday, December 9, 2020

    1:00PM - 2:00PM


    Online



    DESCRIPTION: 


    Join your NEDRA colleagues for a virtual roundtable to discuss all things Raiser’s Edge! Bring your trickiest questions and best workarounds to discuss with the group.


    FACILITATOR:

    Ruthie Giles is the Associate Director of Advancement Services at Westfield State University. Ruthie is considered to be a thought leader in the field of prospect management, having created prospect management systems for a number of organizations and spoken at a number of conferences on the topic. Previously she has worked at Amherst College, Mount Holyoke College, Harold Grinspoon Foundation, The Loomis Chaffee School, and the Williston Northampton School. 


    COST:

    Free for Members

    $25 Non-Members


    LOCATION:

    Attendees will receive a Zoom link a day before the event; this meeting will be held as a Zoom meeting and a recording will not be available to attendees.


    DEADLINES:

    Registration for this event closes on December 8, 2020 at 9:00AM.

PAST EVENTS

Fri, October 23, 2020 Risky Business: Creating a due diligence policy for your organization and how it differs from prospect research
Thu, October 15, 2020 NEDRA Excel Series Part 3: Pivot Tables and Charts
Thu, October 08, 2020 Research Basics Bootcamp
Thu, October 01, 2020 Think Tank: Diversity, Equity & Inclusion (DEI) and Corporate & Foundation Research
Mon, September 28, 2020 NEDRA Excel Series Part 2: Formulas and Functions
Thu, September 17, 2020 Finding Your Way Through the C&F Wonderland
Mon, September 14, 2020 NEDRA Excel Series Part 1: Tips and Tricks
Thu, September 03, 2020 VINO: NEDRA Team Trivia
Tue, June 30, 2020 Virtual Conversation: Prospect Management
Thu, June 25, 2020 Virtual Conversation: Higher Education
Tue, June 23, 2020 Virtual Conversation: Segmenting your Database in Good Times or Bad
Tue, June 23, 2020 Virtual Conversation: Analyzing Stock Holdings During a Crisis
Thu, June 18, 2020 Virtual Conversation: Membership Organizations
Wed, June 10, 2020 RStudio and Reproducible Research: Cleaning and Preparing Your Data
Tue, June 09, 2020 Research Basics Bootcamp
Fri, June 05, 2020 Virtual Conversation: Corporations and Foundations
Wed, June 03, 2020 Virtual Conversation: Healthcare
Fri, May 29, 2020 Virtual Conversation: Proactive Projects
Wed, May 27, 2020 Virtual Conversation: Analytics from Home
Thu, May 21, 2020 Virtual Conversation: Prospect Management
Wed, May 20, 2020 Virtual Conversation: Special Events
Tue, May 19, 2020 Virtual Conversation: Western MA
Fri, May 15, 2020 Virtual Conversation: Resources and Tools
Tue, May 12, 2020 Virtual Conversation: Who's Doing Well Now?
Tue, May 05, 2020 Virtual Conversation: Analyzing Stock Holdings During a Crisis
Fri, May 01, 2020 Virtual Conversation: Managing Remotely
Mon, April 27, 2020 VINO: NEDRA Networking
Wed, April 22, 2020 VINO: NEDRA Networking
Thu, April 16, 2020 VINO: NEDRA Networking
Tue, April 07, 2020 VINO: NEDRA Networking
Thu, April 02, 2020 Webinar: Research as a Second Language
Wed, April 01, 2020 VINO: NEDRA Networking
Thu, March 26, 2020 VINO: NEDRA Networking
Wed, March 04, 2020 Think Tank: Parents as Prospects
Tue, March 03, 2020 Webinar: Pave the On Ramp: How Data Visualizations Can Help You Onboard New Fundraisers
Thu, February 27, 2020 International Research: Asia
Thu, February 13, 2020 VINO: NEDRA Networking in Maine
Tue, February 11, 2020 Think Tank: Inclination & Capacity Estimation
Wed, January 22, 2020 Research Basics Bootcamp
Wed, January 15, 2020 Think Tank: Research Strategies for Briefings
Fri, December 06, 2019 High Finance Workshop
Tue, December 03, 2019 Lunch VINO: NEDRA Networking in Western Mass
Wed, November 20, 2019 VINO: NEDRA Networking in Boston
Wed, November 13, 2019 Directors Round Table
Wed, October 30, 2019 Genealogy and Prospect Research
Wed, October 23, 2019 Finding Connections (Relationship Mapping)
Fri, October 04, 2019 Research Basics Bootcamp
Tue, October 01, 2019 Inclination & Capacity Estimation
Thu, September 26, 2019 Engaging Millennials to Raise Big Money
Wed, September 25, 2019 Webinar: Prospecting on a Budget: Identifying your Pipeline through Public Data
Thu, September 19, 2019 Prospect Management Think Tank
Tue, September 10, 2019 Diversity and Inclusion for Prospect Researchers Think Tank
Mon, August 26, 2019 What's Going On? Creating and Sharing Prospect Research Intelligence in Your Organization
Fri, July 12, 2019 Webinar: Lyft that Rocket Lab to the Improbable (all things “unicorn”)
Tue, June 25, 2019 International Research: Middle East
Fri, June 21, 2019 Lunch VINO: NEDRA Networking in Maine
Wed, June 19, 2019 Healthcare Think Tank
Thu, June 13, 2019 VINO: NEDRA Networking in New Hampshire
Thu, June 06, 2019 VINO: NEDRA Networking in Connecticut
Wed, May 29, 2019 The Nuts and Bolts of Volunteering with NEDRA
Thu, May 16, 2019 VINO: NEDRA Networking in Boston
Thu, May 02, 2019 VINO: NEDRA Networking in Western Mass
Fri, April 26, 2019 The Ins and Outs of Corporate and Foundation Research
Thu, April 25, 2019 NEDRAcon2019 Highlights!
Wed, April 10, 2019 2019 NEDRA Annual Conference (General Admission)
Wed, April 10, 2019 2019 NEDRA Annual Conference (Prepaid & Complimentary)
Wed, April 10, 2019 2019 NEDRA Annual Conference (Member)
Tue, March 12, 2019 Research Basics Bootcamp
Fri, March 01, 2019 Data Science Think Tank
Fri, March 01, 2019 The Shadow of Wealth: How Ultra-High-Net-Worth Individuals and Wealth Managers Protect Their Wealth Through Hidden Assets
Tue, February 26, 2019 Quiet Perseverance: A Prospect Management Tale
Wed, February 13, 2019 VINO: NEDRA Networking in New Haven
Wed, February 13, 2019 Large Shop Think Tank
Thu, February 07, 2019 Prospect Compensation Think Tank
Wed, January 30, 2019 Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices
Thu, November 08, 2018 Prospect Management Think Tank
Mon, November 05, 2018 An Introduction to OKRS: How Operations Changed Office-wide Goal Setting
Fri, October 26, 2018 GDPR Think Tank
Fri, October 19, 2018 Building a Major Gift Model Using Microsoft Excel
Fri, October 12, 2018 Prospect Management Think Tank
Fri, September 28, 2018 International Research: India
Fri, September 21, 2018 Excel for Prospect Researchers and Portfolio Managers
Wed, September 12, 2018 Prospect Management Think Tank
Fri, September 07, 2018 Research Basics Bootcamp
Thu, August 23, 2018 Networking Lunch - New Hampshire
Fri, August 17, 2018 Ice Cream Social Networking Event
Fri, June 22, 2018 Understanding and Utilizing SEC Filings
Tue, June 19, 2018 NEDRA Networking Lunch in Western MA
Tue, June 05, 2018 Think Tank: Resource Refresh
Thu, May 24, 2018 Affinity Scores and Donor Engagement
Thu, April 26, 2018 2018 NEDRA Annual Conference
Wed, April 25, 2018 Research Basics Bootcamp
Wed, April 25, 2018 Fundraising Data Science Summit
Tue, April 17, 2018 Optimizing your Data Science Workflow in R
Thu, April 05, 2018 NEDRA Night Out
Tue, April 03, 2018 Directors Round Table Think Tank
Mon, April 02, 2018 Think Tank: Prospect Management and Capacity Ratings
Fri, March 30, 2018 Building a Major Gift Model Using Microsoft Excel
Wed, March 21, 2018 Think Tank: Small Shop Prospect Research and Management
Fri, March 16, 2018 Two Sides of the Coin: Hiring and Getting Hired
Fri, March 09, 2018 Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices
Fri, March 02, 2018 International Research: Asia
Fri, February 23, 2018 Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices
Tue, February 13, 2018 Think Tank: Large Shop Prospect Research and Management
Fri, February 02, 2018 Think Tank: Small Shop Prospect Research and Management
Fri, January 26, 2018 Understanding and Utilizing SEC Filings
Fri, January 19, 2018 Corporate and Foundation Research
Fri, January 12, 2018 The Road Ahead: Campaign Planning and Prospect Development
Fri, November 17, 2017 Research Basics Bootcamp
Tue, November 07, 2017 Residential Real Estate Review
Fri, October 27, 2017 Think Tank: Healthcare
Tue, October 17, 2017 Prospect Management Panel
Fri, September 15, 2017 VINO: NEDRA Networking in Connecticut
Tue, September 12, 2017 International Research: United Kingdom
Wed, August 30, 2017 Research Basics Bootcamp
Wed, July 19, 2017 Lunch VINO: NEDRA Networking in Maine
Tue, June 20, 2017 Think Tank: Prospect Management
Thu, April 27, 2017 NEDRA 2017 Annual Conference
Wed, April 26, 2017 Research Basics Bootcamp
Thu, April 06, 2017 New Hampshire: Celebrating 30 Years of NEDRA
Thu, March 30, 2017 Maine: Celebrating 30 Years of NEDRA
Wed, March 29, 2017 Directors Round Table
Fri, March 24, 2017 Think Tank: Data Analytics Show & Tell
Thu, March 09, 2017 Greater Boston: Celebrating 30 Years of NEDRA
Wed, February 22, 2017 Think Tank: International Research
Fri, February 03, 2017 Western Mass: Celebrating 30 Years of NEDRA
Fri, January 27, 2017 Connecticut: Celebrating 30 Years of NEDRA
Fri, January 27, 2017 Think Tank: Resource Refresh!
Tue, January 24, 2017 Celebrating 30 Years of NEDRA in Rhode Island
Mon, December 12, 2016 Prospect Research Basics Bootcamp (Boston)
Tue, November 29, 2016 Think Tank: Prospect Management
Thu, November 10, 2016 NEDRA Night Out
Thu, November 10, 2016 Unconscious Bias with Harvard's Christopher Dial
Thu, October 20, 2016 Estimating Private Company Value
Thu, June 09, 2016 NEDRA Night Out
Thu, May 19, 2016 Directors Round Table
Thu, April 28, 2016 NEDRA Networking Lunch in Western MA
Thu, April 14, 2016 NEDRA 2016 Annual Conference
Wed, April 13, 2016 NEDRA Spring 2016 Research Basics Bootcamp
Thu, March 10, 2016 Cooperation Makes it Happen: NEDRA Panel Discussion at Assumption College
Wed, January 20, 2016 RING: Keeping Up with a Growing Office: New Tools, New Leads, New Staff
Thu, December 10, 2015 NEDRA VINO
Fri, November 20, 2015 Research Basics Bootcamp
Wed, October 21, 2015 Portfolio Management: From Adequate to Amazing
Thu, October 01, 2015 WEBINAR: Researching Prospects in India with Beth Bandy
Fri, September 25, 2015 Creating a Powerful Public Presence: A Workshop for Researchers Who Need Training in Speaking
Wed, September 23, 2015 RING: Social Media
Fri, September 18, 2015 RING: A Roundtable Discussion - Board Nomination & Governance Pipelines
Thu, June 25, 2015 WEBINAR: Tips and Practices on Corporate Research
Fri, May 08, 2015 RING: Commercial Real Estate
Fri, May 01, 2015 RING: May Day! What’s Next for Prep School Research and Fundraising?
Thu, April 16, 2015 NEDRA 2015 Annual Conference
Thu, April 16, 2015 VIP Conference Registration
Wed, April 15, 2015 Research Basics Bootcamp
Tue, March 24, 2015 RING: Strategies for Re-energizing Prospect Portfolios
Thu, February 05, 2015 RING: Corporate and Foundation Research
Fri, December 05, 2014 WEBINAR: Pipeline Management During A Campaign
Fri, November 21, 2014 Research Basics Bootcamp
Wed, November 12, 2014 NEDRA VINO
Fri, October 31, 2014 Research Basics Bootcamp
Thu, September 18, 2014 Residential Real Estate Review
Thu, September 11, 2014 RING: APRA Conference Recap Roundtables
Fri, August 01, 2014 RECORDING - Panel Discussion: Inside Chinese Philanthropy
Fri, May 30, 2014 Panel: Inside Chinese Philanthropy
Wed, April 16, 2014 RING: Hiding in Plain Sight - Markers of Philanthropy
Thu, March 20, 2014 NEDRA 2014 Annual Conference
Thu, March 20, 2014 NEDRA 2014 Annual Conference - VIP Registration
Wed, March 19, 2014 Research Basics Bootcamp
Tue, February 11, 2014 RING: Prospect ID - Tips & Tricks - In Person Registration
Tue, February 11, 2014 RING: Prospect ID - Tips & Tricks - Online Attendee Registration
Fri, December 13, 2013 RING: The Silmarillion: An (Un)expected Journey of a Development Analytics Program
Thu, November 14, 2013 RING: Discover The Golden Egg - How to find elusive international prospects
Fri, October 18, 2013 Research Basics Bootcamp
Fri, September 20, 2013 Research Basics Bootcamp
Fri, July 12, 2013 Development Analytics 102
Fri, July 12, 2013 RING: Setting the Table – Research’s Role at Prospect Review Meetings
Fri, June 07, 2013 Development Analytics 101
Mon, April 29, 2013 NEDRA Annual Conference- Sold Out
Thu, March 21, 2013 RING: Parents as Prospects
Fri, March 15, 2013 The Road Ahead: Campaign Planning and Prospect Research
Thu, March 07, 2013 RING: Planned Giving and Research
Fri, February 01, 2013 RING: Parents as Prospects - Researching Strategies for Parents
Fri, January 25, 2013 RING: Organizational Potluck - Making the Most of Internal Resources
Fri, December 07, 2012 RING: The Financial Services Industry
Thu, December 06, 2012 RING: Large Research Shops
Tue, December 04, 2012 Is the Financial Crisis Over? A Survey of Our Economy, and Our Prospects
Fri, November 16, 2012 Research Basics Bootcamp
Thu, November 15, 2012 Directors Forum
Wed, November 14, 2012 RING: Small Shop Research
Wed, October 31, 2012 Donor Screening: How To Do It On A Budget
Fri, October 26, 2012 Development Analytics 101
Fri, October 19, 2012 Research Basics Bootcamp
Tue, October 16, 2012 The Frugal Researcher
Fri, June 08, 2012 Living in the Gray Area: Understanding Wealth that Isn't Black and White
Thu, March 29, 2012 Research Directors Forum
Fri, March 16, 2012 An Introduction to Prospect Research - In Partnership with AFP Northern New England!
Fri, March 16, 2012 RING: Parent Programs & Research (Connecticut)
Fri, March 09, 2012 RING: Parent Programs & Research (Massachusetts)
Thu, March 08, 2012 Share Training REPLAY: Golden BRICs: Researching Prospects in Brazil, Russia, India & China
Tue, December 06, 2011 RING: Corporate and Foundation Research
Thu, November 17, 2011 RING: Small Shop Research
Fri, November 04, 2011 Joys of Compounding Wealth
Fri, October 28, 2011 Mineral, Air and Water Rights
Thu, October 20, 2011 CT Research Basics Bootcamp
Wed, October 05, 2011 Research Basics Bootcamp
Wed, September 28, 2011 RING: Proactive Research
Fri, September 16, 2011 Research Directors Forum
Wed, September 07, 2011 Share Training REPLAY: Venture Philanthropy in Europe
Fri, June 24, 2011 RING: Data Analytics
Mon, May 09, 2011 NEDRA Annual Conference
Mon, April 04, 2011 Prospect Research for the Non Researcher
Thu, March 17, 2011 RING: Small Shop Talk with Paul Dakin
Wed, March 16, 2011 Fund Raising Analytics Made Easy
Wed, March 02, 2011 CT Research Directors Forum

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