Build a Dashboard in a Day with Power BI
Wednesday, April 30, 2025
9:00 AM - 4:30 PM EST
PROGRAM DESCRIPTION:
In the competitive field of fundraising, maximizing donor engagement and optimizing portfolio management are key to success. Power BI, a leading business intelligence tool, enables development professionals to transform raw fundraising data into dynamic dashboards that provide real-time insights into donor behavior, pipeline health, and key performance indicators (KPIs).
This presentation will focus on how to use Power BI to build effective dashboards that track essential fundraising metrics, helping fundraisers and development officers make data-driven decisions to enhance portfolio management.
The goal of this presentation is to demonstrate how Power BI can be utilized to create and customize dashboards specifically designed for fundraising and portfolio management.
Attendees will learn how to track donor movement, visualize portfolio performance, and monitor key metrics such as gift officer activity, prospect pipeline, and donor retention. This session will highlight best practices in dashboard design to support strategic fundraising decisions.
FACULTY:
Jamie Lewis (she/her) is the Associate Director of Prospect and Development Research at Harvard Business School (HBS). At HBS Jamie specializes in prospect research and data-driven fundraising. She develops donor engagement strategies and strengthens the prospect pipeline through financial analysis and data management. Prior to HBS, Jamie was a Senior Prospect Management and Research Analyst at the Harvard T.H. Chan School of Public Health, where she partnered with gift officers to enhance pipeline development, maintain CRM database integrity, and lead quarterly portfolio reviews.
As the data visualization and analytics team lead, she developed a fundraiser dashboard and launched an affinity scoring system, significantly increasing fundraising efficiency and prospect-to-donor conversions. Jamie also serves as a member of the board of directors and board treasurer of NEDRA, supporting the professional growth and education of fundraising researchers. Before joining Harvard University, Jamie built her development and research skills in a small-shop human services nonprofit and served as a legislative aide at the Massachusetts House of Representatives. She holds a BS from Seton Hall University and an MS from Eastern Nazarene College.
COST:
$250 for Members
$325 for Non-members
LOCATION:
The Westin Portland Harborview
157 High Street
Portland, ME 04101
Research Basics Bootcamp
Wednesday, April 30, 2025 9:00 AM - 4:30 PM EST
Research Basics Bootcamp is one full day of instruction in the essentials of prospect research. This training is a must for those new to research or those who have had research added to their roles. No experience in the field is necessary to begin learning how to apply professional research methodologies. The day will cover such subjects as:
Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts. She is a Phillips Academy alumna and two of her four children are also alumni of the school. Lisa is a former member of the Board of Directors of NEDRA. Over the course of her term, she served as the Treasurer of the Board of Directors, Conference Co-Chair for two NEDRA Conferences, Secretary of the Board, and Co-Chair of various committees, including Scholarship and Programming. Lisa continues to serve on the NEDRA Programming and Nominating Committees and was the Co-Chair of the 2022 CASE Prospect Development Conference. Lisa served as a Director of the Haverhill Foundation for Excellence in Education for over twenty years and has also served as a director of the Haverhill Discovery Club Program.
Amy Doherty (Begg) is the Senior Director of Research and Prospect Management at Harvard Business School (HBS), where she leads efforts to build donor pipelines. Prior to her role at HBS, Amy served as the Executive Director of Pipeline Optimization at Emory University, spearheading strategies to enhance donor engagement and maximize fundraising impact. At Emory she oversaw the Research and Prospect Management teams. With 18 years of leadership experience at Harvard University, Amy was instrumental in shaping the institution's approach to prospect management. In 2016, she established the first prospect management team for the Faculty of Arts and Sciences and has since provided strategic guidance to development offices across Harvard, including the Radcliffe Institute, the Kennedy School of Government, the Graduate School of Education, and the Divinity School. Amy is also a co-founder and partner of Cypriped LLC, a cryptocurrency mining company.
Amy serviced as a trustee for the University System of New Hampshire (USNH), overseeing the state’s public colleges and universities. She is a past president and board member of the New England Development Research Association (NEDRA) and has previously served on the board of the Plymouth State Alumni Association, including a term as chair. She is a member of the DRIVE Conference Planning Committee.
$325 for Non-members*
*Note: Non-member registration includes a full year of NEDRA membership. These memberships will be assigned on the last day of the course unless you waive the option by contacting office@nedra.org.
Welcome to the 2025 NEDRA Annual Conference
Thursday, May 1 & Friday, May 2, 2025
Don't miss this opportunity to attend the annual conference presented by New England Development Research Association.
Location
Portland, ME 04101 207-775-5411
The event is currently sold out.
Please follow the instructions below to join the waitlist,
and we will notify you once your registration is accepted!
Click on the green JOIN WAITLIST button in the left margin or click here to activate the registration form. Members will be prompted to log in to get access to member rates.
April 30 Pre-Conference Workshops are an add on that people can buy. Information is coming soon about Pre-Conference Workshops that will be hosted at the hotel one day before.
Pricing
NEDRA Member
Registration Type
Member Pricing
Member Rate - Early Bird (through March 31)
$475
Member Rate - Regular Rate (April 1 or later)
$575
One Day of Conference (Thursday or Friday only) - Regular Rate (April 1 or later)
$287.50
Add-on option: One Day Research Basics Bootcamp (Wednesday)
$250
Add-on option: One Day Power BI Workshop (Wednesday)
Non-Member
Non-Member Rate - Early Bird (through March 31)
$580
$290
Non-Member Rate - Regular Rate (April 1 or later)
$680
$340
$325
View Conference Sessions
Schedule at a Glance
Keynote Speaker
Hotel Information:
Westin Portland Harborview
207-775-5411
Alternate Portland Hotels
© 2025 New England Development Research Association
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