Thank you to all of our wonderful speakers and attendees!

RapturedCrowd


CARA Northern California Seminar Day                 

Date                                  Friday, October 6, 2017
Time   8:30 am – 4:00 pm
Location  

University of San Francisco Campus, McLaren Complex

Parking  

CARA's guests will have access to park for FREE in the underground Hayes Healy Gymnasium Parking Lot off Golden Gate Avenue between Roselyn Terrace and Tamalpais Terrace, just east of War Memorial Gym. NOTE: **This parking lot is also used by students, staff and faculty and it is advised that attendees park their cars by 8:30 AM to secure a spot. There is street parking around campus, but most spots have a two-hour limit. USF offers daily campus permits for $20/per car.

Transportation  

McClaren Campus is located on Main Campus, not on Lone Mountain Campus (which is on top of the hill). This link will provide general directions to Lone Mountain from all four directions, but please adjust your destination to Main Campus, which is one block down from Lone Mountain.

   

 

Registration

 

 

Member: $90    •   Register & Join CARA: $180    •   Non-Member: $200

AGENDA

8:30 am - 9:30 am  
  Check-in and Continental Breakfast
9:15 am – 9:30 am   Welcome and Announcements
9:30 am – 10:30 am    
  Nuts and Bolts of the Foundation Center

Lori Guidry, Librarian

Lori will talk about the Foundation Center’s prospecting services and the newly revamped Foundation Directory Online.

Lori Guidry is a librarian at Foundation Center West in San Francisco. She has worked in information services for more than 15 years, specializing in business and marketing topics, including corporate social responsibility. She is an active member of the Special Libraries Association (SLA). A native of Chicago, she earned her Masters in Library & Information Science from Dominican University in River Forest, IL. Married with two grown daughters, Lori is loving the Bay Area’s weather, vistas and cultural scene.

10:30 am – 10:45 am   Break
10:45 am - 11:45 pm  

Visualize the Value You Can Add to Your DO’s Portfolio Management Process
Andrea Dickens, University of California, Davis and Amanda Struer, San Jose State University

Hear from two shops about the ways they are providing value to their frontline fundraisers above and beyond research and basic prospect tracking. Hear about the new portfolio analysis process being rolled out by UC Davis. Learn how SJSU uses conditional formatting and a custom Solicitation Readiness Score to help DO’s prioritize their portfolios. Plus, step by step instructions on creating useful dashboards in Excel that will have your DO’s saying, “Wow!”

Andrea Dickens is Assistant Director of Prospect Management and Analytics at UC Davis. She manages day to day operations of a four-member team charged with leading the collection, maintenance and integrity of information in the centralized Prospect Management and Tracking System (PMATS) and marshalling the data that drives DO performance metrics. She also leads the newly created analytics program to provide high level major gift portfolio analysis and to develop strategies and models for identifying new major gift prospects.

Amanda Struer is Director of Advancement Research and Prospect Management at San Jose State University where she is in charge of research, prospect management, analytics and reporting. Before joining San Jose State University Amanda held similar roles at Ursinus College and Cedar Crest College in PA. Amanda started her professional career in the area of international development working first with the Danish Embassy in Cairo, Egypt and then with UNICEF in New York. Amanda received her BA in Business and Communication from the Copenhagen Business School in Denmark and her MA in International Relations/ Political Science from Temple University in Philadelphia. Her degrees have been supplemented with several MBA and statistics classes, and diplomas in French and Arabic.  

11:45 am - 1:00 pm   Lunch & Group Sharing: Topics Include: Tools Used for Analyzing Data, Cool Free Resources, Calculating Wealth Capacity, Alerts Used for Prospecting
1:14 pm – 2:15 pm  

Crafting a Legacy: Launching a Program to Prioritize New Prospect Identification
Jennifer Laam, University of the Pacific

You know they’re important to the future of your institution, but how do you prioritize them? Where does proactive identification of new major gift prospects fit into workflow when you’re already swamped in reactive requests? Jennifer Laam will describe the steps she took to prioritize proactive research at University of the Pacific. Topics to be covered include: re-writing job descriptions to reflect proactive research duties, creating a template for preliminary research, establishing metrics, process mapping, parameters for list pulls, working with prospect management, and *selling* proactive research to senior leadership.

Jennifer Laam spent approximately five years as a prospect researcher, first at University of the Pacific and then at UC Davis where she spent the majority of her time involved in proactive identification of prospects. She is now Director of Advancement Services and Research at her alma mater, University of the Pacific, where she supervises a team of nine, including two researchers, and is working to lay the groundwork for a robust proactive identification program.

2:15 pm – 2:30 pm   Break
2:30 pm – 3:30 pm  

Getting Ahead of the Event
Killian Roach and Amanda Boushey, University of San Francisco

As researchers, we can spend hours creating event notes, searching for nuggets of wisdom that will help transform prospects into major gift prospects. Sometimes the work pays off, but often the information flow ends the night of the event and we're left wondering what happened. This presentation examines the vision vs. the reality when it comes to event research. We will explain how our team stepped back to evaluate what we provided for events and how it was utilized by our gift officers. By asking for feedback and creating valuable partnerships with supporting units, not to mention building our case with good old-fashioned number crunching, we created a more robust way of providing data to our fundraisers while opening the door for our unit to become a valuable event planning partner.

Killian Roach is a Prospect Research Associate at the University of San Francisco where she has been since 2016. In this role, she supported the creation of the University's Prospect Management Policy and works with colleagues to identify prospects and craft strategies that will help further the University's campaign goals. Prior to joining the University, Killian was a Research Analyst at Golden Gate University for two years. In this role, she rebuilt GGU's prospect research and management program where she streamlined reporting and prospect management for the Law, Business, Tax and Accounting, and Undergraduate Schools. Killian has a Master's Degree in Library Science from Southern Connecticut State University and a Bachelor's Degree in Art History and Economics from Vassar College.

Amanda Boushey is the Associate Director of Prospect Research & Management at the University of San Francisco and has been with the University since 2014. In this role, she has helped create the Prospect Management Policy for the University and works in close partnership with all gift officers across the Development department for the current capital campaign at USF. Prior to joining USF, Amanda was a Senior Research Analyst for eight years with UC Berkeley, where she provided research and prospect management with the Principal Gifts unit, School of Chemistry, Class Campaigns and the Boalt Hall School of Law. Amanda holds a Bachelor's Degree in Journalism from CSU Chico.

4:00 p.m.

 

Networking Opportunity at Barrel Head Brewhouse
http://www.barrelheadsf.com
Join us for Hoppy Hour! The Brewhouse is walking distance from the campus. (not-hosted)

     
Questions about Registration?   Contact the CARA office at 916-634-4211 or e-mail info@CAresearchers.org
Questions about the Program?   Contact Northern California Regional Chair, Donna Gutierrez at djgutierrez@ucdavis.edu
Refund Policy   NO REFUNDS after Tuesday, September 26, 2017.  A $10 service charge will apply.
 
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