9:00-9.30 Registration and Refreshments

9:30-10.00 Welcome and Introduction

10.00-10.30 Session One
Rating Your Prospect Pool
Why do we rate our prospects and what do prospect ratings represent? When is the best time to rate your prospects and how is this achieved? How often should you update your ratings and when should you use alternative methods? All these questions and more will be answered by this first session, outlining the Why, When and How of prospect ratings.
Paul Weighand, management information analyst, The University of Edinburgh

10.30-10.45 Networking and Refreshment Break

10.45-12.00 Session Two
Prospect Research & Management Data
What elements are essential to understand the health of your campaign? Whether your prospect research and management operation is brand new or you've been doing this for decades, data can hold the key to effective prospect portfolio management. For good management, planning, and accountability, data can help you focus your energies properly and, even more importantly, inform campaign planning and execution.
Paul Weighand, management information analyst, The University of Edinburgh

12.00-13.00 Lunch

13.00-14.00 Session Three
Giving and Engagement Scores - The Building Blocks of Prospect Pool Management & Analytics
Locate the bright spots in your database. When this session is over you will be able to build your own in-house scores on giving and engagement behavior. These valuable tools are critical to segmentation strategies for your annual fund as well as work-plans for the research office.
Josh Birkholz of Bentz Whaley Flessner

14.00-15.00 Session Four
Relationship Management: Fund Raisers and You
The relationship between the researcher and the fund raiser is an important one. Nothing frustrates a researcher more than finding new prospects who never get visited. Nothing frustrates a fund raiser more than trying to access prospect information on a smart phone via complicated forms and spreadsheets. This session will present a strategy for building trust and partnership and will discuss best practices for new prospect assignment, prospect discovery, and portfolio management.
Shelby Kloures Radcliffe, executive director of campaign administration, development and alumni relations, Bucknell University

15:00-15:30 Networking and Refreshment Break

15.30-16.15 Session Five
Now What? Operationalizing What You Have Learned
While you will learn many new things at this conference, and hopefully be inspired to make some positive changes in your program, it can be difficult to make innovation and long-term projects a priority once you are back at your desk. This session will discuss strategies for planning and prioritizing your next steps. Participants will walk away with a short and manageable task list as well as a template for planning so that all your new knowledge won't go to waste.
Shelby Kloures Radcliffe, executive director of campaign administration, development and alumni relations, Bucknell University

16.15-16.30 Wrap Up