Portfolio Management: Mindset, Mechanics, and Momentum
9:30 AM - 10:30 AM CT
Speaker(s): Casey Peterson, Assistant Vice President for University Advancement, Chief Philanthropy Officer, St. Lawrence University
Interdisciplinary Elective
Your prospect portfolio is one of your most powerful tools as a fundraising professional, but are you managing it to its full potential? This session explores the mindset and acumen needed to approach portfolio management with confidence and purpose. We'll then dive into the mechanics of organizing, prioritizing, and moving relationships forward. Whether you’re new to portfolios or refining your strategy, you’ll leave with practical tools to maximize results and build long-term success.