Tuesday, March 9, 2021
1:00pm - 1:15pm: President’s Welcome
1:15pm - 2:30pm: When Generations Connect
Phil Gwoke | Generational Consultant, Bridgeworks
Four distinct generations are working together, each with a unique set of attitudes, values, and work styles. To become stronger as a team, it’s important to understand these inherent generational dynamics we encounter on a regular basis. Discerning what motivates each of us and how to communicate is essential to overcoming barriers and capitalizing on strengths. Tapping into the qualities and perspective of each generation helps everyone feel empowered, valued, and understood. But are you equipped to convert this form of diversity from an obstacle to an opportunity? This keynote will provide strategies on how to build trust and effectively collaborate with one another in this ever-changing world.
2:30pm - 2:45pm: Coffee Break
2:45pm - 3:45pm: Pandemic Practices: Positives, Pitfalls, and Power BI
Sharise Harrison | Senior Director, Prospect Management and Analytics | Santa Clara University
The Prospect Management and Analytics department at Santa Clara University utilized the free version of Power BI to create change from the bottom up. We introduced moves management, revamped our pipeline, and unveiled metrics based dashboards in 2020 while working remotely, having our budgets slashed and living in perpetual quarantine. Attendees will learn how we successfully changed the conversation around data and aided in creating a roadmap to redefine success.
3:45pm - 4:00pm: Closing Remarks
Wednesday, March 10, 2021
1:00pm - 1:05pm: Welcome Back
1:05pm - 1:35pm: DonorSearch Showcase and Raffle - Leveraging AI to Find Your Best Prospects
Scott Rosenkrans | Associate Vice President | DonorSearch
Discover how Artificial Intelligence can assist with your organization’s prospecting needs. AI models are now readily available to identify those who are most likely to make a gift based on similarities to other donors. Learn the differences between AI modeling and the more traditional predictive models, as well as how to use these predictive scores to segment, sort and filter through your prospect lists.
1:35pm - 1:45pm: Coffee Break
1:45pm - 2:45pm: Set Your Analytics Project Up For Success
Renee Teate | Director of Data Science | HelioCampus
Are you a data analyst or data scientist who is great at building reports and predictive models, but have a hard time figuring out what your stakeholders actually want? Have you conducted what you thought was a strong analysis, only to get blank stares or confusion when presenting your results? Or, are you a leader who just wants to be able to get what you need from your analytics team to make an informed decision, without the time-consuming back and forth changes after each deliverable? Or maybe you are about to embark on a long-term analytics project, and want to empower your team to knock it out of the park? I had initially planned to talk about presenting the results of predictive models, but with the experience I have gained over my career through a variety of data-related fields, I have learned that a successful final presentation starts with effective communication between the requester and the analysts from the very beginning of the project, so we'll start there. Whether you're a "non-technical person" or a "data person", attend this presentation to learn more about setting your project up for success from the start, and come prepared to ask questions about your real-world project scenarios!
2:45pm - 3:00pm: Coffee Break
3:00pm - 4:00pm: Training and Maintaining Cohesive Team Relations Remotely
Mallory Lass | Assistant Director, Prospect Management | University of California, Berkeley
This session will discuss how to maintain team cohesion and morale while we work in mixed remote/in-person or fully remote environments. We will discuss remote training best practices as well as what we learned doing remote work that will we will definitely continue when/if we return to a full time, in-person setting.
4:00pm - 5:00pm: Virtual Networking Event
Thursday, March 11, 2021
1:00pm - 1:10pm: Welcome Back and Chapter News
1:10pm - 1:40pm: BWF Showcase and Raffle - Data Science for Good: Addressing Diversity
Alexander Oftelie | Senior Vice President of Decision Science | BWF
Many events in 2020 have driven stronger questions about equality and diversity in philanthropy: for both practitioners as well as constituents and donors. Organizations are seeking to uncover the “kind truth” about these issues, as well as useful information to move forward in ways that align with core values.
Join BWF as we discuss the opportunities Data Science presents to help address this moment. Data Science can scale our understanding and uncover benchmarks of diversity, as well as opportunities to increase diversity among prospect management and representation among key donor segments.
1:40pm - 1:50pm: Coffee Break
1:50pm - 2:50pm: Doing the Real DEI Work (When There Is No Textbook)
Preeti Gill | Manager, Prospect Development | Covenant House Vancouver
Diversity, equity and inclusion are critical goals that are at risk of buzzword status in prospect development (PD) and beyond. How can we authentically and tactfully connect (or reconnect) to DEI goals within our teams and organizations? In this engaging session, Preeti will discuss (coping, at times) strategies for the kinds of requests many PD professionals are fielding now involving DEI-related data: identity disclosure; prospecting among diverse communities; and dealing with discriminatory remarks. We'll address some serious situations and do the heavy work together.
2:50pm - 3:00pm: Closing Remarks