presents

CALIFORNIA ADVANCEMENT RESEARCHERS ASSOCIATION

Northern California Fall 2003 Seminar Day

SCHEDULE OF ACTIVITIES

9:30 - 10:00 A.M.     Registration, breakfast, networking

10:00 - 10:15 A.M.      Welcome and Announcements

• Jenifer Botch, CARA Northern Regional Chair
• Cliff Anderson, CARA President

10:15 - 11:00 A.M.      David Lamb, Principal, Lamb Research

"An Overview of Data Mining, Data Screening and Prospect Tracking"

Come hear how an expert tackles prospect identification with internal database mining and data screening.  David will share his views on the profession and the roles that data mining, data screening and prospect tracking play in hooking donors for the development effort.

11:00 - 11:15 A.M.      Morning Break

11:15 - 12:15 P.M.    Marie Schultz, Programmer Analyst, University of California, Riverside

"Building a Comprehensive Prospect Management and Tracking System"

You’ve cast your lure into the pool, but before you can hook ‘em you’ll need to track ‘em!  Where do you begin?  A simple but comprehensive prospect management and tracking system is all you need.   This session will provide the essentials for developing, implementing and maintaining a successful system for your organization.  Find out how simple (and fun) the process can be!

12:15 - 1:30 P.M.      Lunch

1:30 - 3:00 P.M.     Panel Discussion

• Chandan Bono, Manager, Prospect Management Unit, UC Berkeley
• Sarah Conner, Manager, Stewardship and Information, California Pacific Medical Center Foundation
• David Lamb, Principal, Lamb Research
• Marie Schultz, Programmer Analyst, UC Riverside

"The Fishing Expedition for Large and Small Research Shops"

Hear from seasoned development professionals as they discuss their experiences choosing database mining and data screening systems, and building and maintaining prospect management and tracking systems.  Q&A will be an integral part of this session, so be ready to ask those burning questions and feel free to share your experiences about database screenings, data mining, and developing and maintaining a prospect tracking system.

3:00-4:00 P.M.      Walking Tour of San Francisco's Mission District

Details to follow

Mentor Program:

Directions

Directions to the Women's Building at 3543 18th Street in San Francisco, between Valencia and Guerrero.

• VIA BART:   to San Francisco - 16th Street Station. Walk two blocks down Mission to 18th Street. Take a right on 18th Street and walk one block up to Valencia. Women's Building is half-way up the block on the left-hand side.
• VIA MUNI:   Muni bus lines 14, 22, 26, 33, 49 and the J Church.
  
• VIA AUTOMOBILE:   Parking is available at New Mission Bartlett Garage (3 blocks away), at 3255 21st Street (between Valencia and Mission), $1.00 for each hour with a $8.00 maximum.

Questions?? Please contact Rebecca Benard at cara@iswest.com, or 805-649-4647.

• Registration form (PDF)
• Registration form (Word)
• Seminar Program (Word)

If you have questions about this website, please contact Dori Watanbe