Upcoming and Past Conference Presentations

New England Development Research Association

2018 Annual Conference (Newport, RI) April 26-27

SESSION: Analytical Approach to Board Development & Philanthropy – Using prospect research, analytics and modeling to identify, qualify and cultivate non-profit board members – from the perspective of a seasoned prospect researcher and data miner who is a board member, nominating committee member and development committee chair for a $12 million non-profit. Learn how prospect research can partner with development, the CEO, and the board to build a strong and philanthropic board, avoid controversial appointments and identify leaders and connections. Dave Chase, CEO, Chase Solutions, Inc.

New England Association for Healthcare Philanthropy
2018 Annual Conference (Woodstock, Vermont) March 4-6
http://neahp.org/

SESSION: Building a Philanthropic Board (Give Until it Hurts!) – This interactive discussion will explore how organizations can build a strong board of directors who give (and get) until it hurts. Topics include implementing a philanthropic audit, facilitating retirement of members, recruiting and asking for commitments form new members, building a farm for future members, reviewing success and moving to the next level. Presenters will share real life examples as a seasoned non-profit founder and board member who have worn many hats! Dave Chase, CEO, Chase Solutions, Inc. and Jessica Symonds, Director of Major Gifts and Campaigns, South Shore Health System Foundation

APRA (Association for Prospect Researchers in Advancement, 2007 -)

“Freelance Prospect Research”, “The Business of Prospect Research”, “Old Money”

NEDRA (New England Development Research Association, 1999 -)

“Compensation and Ownership in Public Companies – Analyzing Proxies, SEC Filings and other Documents” with Charlie Carr from MIT, “Evaluating Private Companies”, “Freelance Prospect Research”

AFP (Association of Fundraising Professionals, Massachusetts and Rhode Island Chapters, 1999 -)

“Development in Cyberspace”, “Old Money”, “Prospect Management”, “Red State-Blue State” (value of political giving to fundraising), “Prospect Research – A Collaborative Approach”

NEAHP (New England Association for Healthcare Philanthropy, 1999 -)

“Prospect Management”, “Options for Prospect Research”, “Seasonal Philanthropy”, “Best Practices in Healthcare Philanthropy”, “Successful Major Gift & Campaign Prospecting”, “The Art of Prospecting Technology”

NEACDO (New England Association for Catholic Development Officers)

“Options for Prospect Research”, “e-philanthropy”

Philanthropy Partners of the Cape & Islands (2002)

“Prospect Research on a Shoestring”, “Philanthropy Primer” (faculty), “Philanthropic Prospecting on Steroids”, “Seasonal Philanthropists”

ISANNE (Independent Schools Association of Northern New England)

“Options for Prospect Research”

MIE (Management Information Exchange, 2012)

“Major Gift Prospecting – Tools & Strategy”