Event Information

Anyone with an interest in prospect development is welcome to attend an Apra Carolinas event. Our in-person events generally include lunch and a full-day focused on professional development. For more information, or if you are interested in presenting or hosting, please contact the Education Committee Chair, Rachael Walker.


"One quality of leaders and high achievers in every area seems to be a commitment to ongoing personal and professional development." 

- Brian Tracy


Upcoming events

    • 10/20/2021
    • 1:00 PM - 2:00 PM
    • Zoom Webinar
    Register

    Virtual Fall Conference: Session 3

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    Using Excel for Data Visualization: Pivotal Tips for Prospect Development

    Session Description

    From reports and dashboards to presentations, data visualization is an essential tool for prospect development teams. Enterprise business intelligence tools are great, but you don’t need a fancy platform to develop effective data visualizations. Excel is widely available and packed with features for data analysis and charting. Join Apra members Nicole Wittlin and Max Dakin – a.k.a “The Scattered Plotters” – to learn tips for taking your Excel skills to the next level. This session will demonstrate end-to-end report development concepts from data collection and wrangling to design and distribution. 

    This session will be recorded and emailed to all registrants with any slides or other materials presented during the presentation. 

    Speaker Bios

    Max Dakin is Assistant Director, Prospecting and Special Initiatives at UNICEF USA, where he manages prospect research and pipeline development strategies for annual and special campaigns. Prior to joining UNICEF USA, Max was Assistant Manager, Development Analytics at the John F. Kennedy Center for the Performing Arts, where he developed tools for analytics and predictive modeling. A member of Apra and AFP, Max has presented at Apra’s Data Science Now and the Nonprofit Technology Network annual conference.



    Nicole Wittlin is Assistant Director of Philanthropy Data at Texas A&M University – Commerce, where she sits at the intersection of fundraising technology and database management, reporting and analytics, and portfolio management and fundraiser collaboration. Nicole has a Master of Science in Data Science from Southern Methodist University and worked for organizations big and small including the American Red Cross, NPR’s From the Top, and the Madison Symphony Orchestra.

    • 10/27/2021
    • 1:00 PM - 2:00 PM
    • Zoom Webinar
    Register

    Virtual Fall Conference: Session 4

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    Private Company Valuation: Putting Together the Puzzle of Private Wealth

    Session Description

    Privately held companies are both a significant source of wealth and are a puzzle to figure out. Privately held means that they don’t have to tell us what their profit and equity are. In this session we’ll discuss tricks and tips on estimating the worth of a privately held company, along with likely net income. We’ll also cover how to get clues on ownership.

    This session will be recorded and emailed to all registrants with any slides or other materials presented during the presentation. 

    Speaker Bio

    Marianne Pelletier has over 30 years of experience in fundraising, with the majority in prospect research and prospecting. She is one of the first adopters of donor modeling and data mining techniques and is now a world-renown leader on this segment of the research profession. Her prospect research experience began when she was a research analyst for Harvard and Lesley Universities. She later served as a department director for Carnegie Mellon University and Cornell University.

    Pelletier is a graduate of Rockford University and earned her MBA at Southern New Hampshire University. Her workbook, 
    Building Your Analytics Shop: A Workbook for Nonprofits, was a finalist for the Terry McAdam Award in 2016.

    • 10/29/2021
    • 9:00 AM - 10:00 AM
    • Zoom Meeting
    Register