Education

    APRA-NY offers many avenues for the education of our members.  Our mantra, “Share the Knowledge” is part of everything we do.  Check out our calendar of upcoming programs.

    APRA-NY 2021 Spring Virtual Conference

    March 18, 2021
    9:00 AM EDT - 5:00 PM EDT
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    APRA-NY March 2021 Conference Header

    Join us for an afternoon of knowledge and networking! Join us for one session or join us for every session. The afternoon is your choice. The generous support of our sponsors has made this conference free for any attendees.

    Registration opens on February 1, 2021. FREE for any attendee. You will be emailed details to access once you register.

    APRA-NY Chapter Sponsors

    APRA-NY Conference Sponsors

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    Agenda & Speakers

    Time

    Session

    Speaker

    9:00 a.m. - 10:00 a.m.

    Know your Donor, Mitigate Risk – Wealth-X Due Diligence for Nonprofits

    Join Suzy Alpert, Director, Business Development- Education and Tom Hill, Senior Director of Diligence Solutions as they discuss the growing need for donor due diligence across the nonprofit sector to prevent reputational damage and donor fallout. This webinar will highlight the various risk potential for non-profits and what to consider ahead of accepting a gift from a major donor. In addition, we will showcase the Wealth-X Diligence product, including key elements of a sample Enhanced Due Diligence dossier. We will show you how these solutions can be streamlined directly into your existing workflows and as part of the larger Wealth-X Solution Suite, with a peek into our upcoming product roadmap.

    Tom HillTom Hill, Senior Director of Diligence Solutions

    Tom Hill is the Senior Director of Diligence Solutions at Wealth-X. Tom manages the EDD requirements of clients that operate in both regulated and non-regulated environments, and he has an exceptional understanding of the Risk Based Approach, CDD, KYC, AML, CFT, and ABC. He joined Wealth-X in February 2017 as a Senior Case Manager, initially working operationally in relation to Wealth-X’s Diligence offering, overseeing new WXD dossier requests from inception through to completion.

    Prior to Wealth-X, Tom worked at Meridian Advisory, a small EDD consultancy, where he built and was the head of its new Integrity Due Diligence offering. Before this, he worked at Thomson Reuters as a Case Manager for the IntegraScreen product and was later promoted within the EMEA case management team. Tom completed his bachelor’s degree in Business Studies and is a certified anti-money laundering specialist and fraud examiner. He is based in the company’s London office.

    Suzy AlpertSuzy Alpert, Director, Business Development - Education

    Suzy Alpert joined Wealth-X in September 2017 and oversees the Education sector for the Americas as a Director of Business Development. Prior to joining Wealth-X, Suzy worked for more than 8 years in development as a fundraiser and volunteer manager at premier institutions in New York City including the Guggenheim Museum, the Birthright Israel Foundation, and Columbia University.

    Suzy holds a Bachelor’s degree from Emory University and has completed coursework at the George H. Heyman, Jr. Program for Philanthropy and Fundraising at the New York University School of Professional Studies.

    11:00 a.m. - 12:00 p.m.

    Campaigns and Prospect Development, The Adventure Ahead!

    In this session, you will learn a general overview of capital campaigns and best practices a prospect development office could and should be doing in their organization. This session focuses on the strategic prospect management in the run up to a campaign, and to be prepared for the adventure of the campaign ahead!

    Jill MeisterJill Meister, Director of Prospect Management and Stewardship, King School

    Jill began her development career in 1991 when she joined the development office at the School for International Training (SIT) in Southern Vermont. She moved on to Landmark College in 1994, also in Vermont, and prospected lead donors for the first campaign ever at Landmark. In 1996, she joined the research office at the University of Massachusetts Amherst, and became the Manager of Research Services in 1997. In 2001, Jill moved to Rhode Island and became the Director of Development Research at Bryant University.  Jill was the Assistant Director of Prospect Development at Brown University from 2003-2007, Director of Research and Advancement Services at The Williston Northampton School from 2007-2013, and the Director of Prospect Research and Management at the University of New Hampshire from 2013-2017.  More recently Jill was the Executive Director of Advancement Services at Adelphi University in New York. Jill joined the Development Office at King School in Stamford, CT in 2019, where she oversees advancement services, campaign planning, prospect development, and stewardship. Jill has worked on 7 capital campaigns during her career, and an eighth campaign is looming!

    Jill received a B.S. in Business Management from Franklin Pierce University, and a MBA from the University of Massachusetts Amherst.  Jill was a director of Apra from 2011-2018, and served as president during the 2016-2017 year.  She was the chair of the 2011 Apra International Conference Curriculum Committee, was a member of the 2010 Apra International Conference Curriculum Committee, and a founding member of Apra’s Marketing and Branding Committee.  Jill is a former director of NEDRA, and a past president of the NEDRA Board. She has presented at Apra, NEDRA, CASE, and AFP.

    1:00 p.m. - 2:00 p.m.

    Better Practices: Applying Diversity, Equity, and Inclusion Principles to Fundraising Campaigns

    At a time when nonprofit organizations need real innovation, better strategies, and new ideas in order to serve all constituents, applying better practices in diversity, equity, and inclusion (DEI) to fundraising and volunteer engagement is imperative. Yet too often, DEI discussions stall as conversations, and don’t move into meaningful action. Our Boards remain more homogenous than we’d like. We struggle to recruit diverse reunion volunteers, not to mention staff. We undervalue prospects’ capacity and miss out on transformational gifts and deeper relationships.

    This presentation will explore how to apply DEI principles to increase stakeholder engagement to advance your organization’s impact – especially as it relates to campaigns. Participants will come away with practical guidance on how to move from awareness about DEI to action that yields results. It will look specifically at:

    • Challenges that prospect researchers face with data and prospect identification.
    • Meeting volunteers and donors from diverse backgrounds - where they are, and as they prefer.
    • Stories from the field and the role that prospect researchers can play in adopting better, more inclusive practices and promoting cultural and operational shifts.

    Angelique Grant, PhD.
    Senior Consultant and Vice President, Aspen Leadership Group

    Angelique Grant, Ph.D. is a senior consultant, vice president and certified diversity recruiter with Aspen Leadership Group (ALG). In addition to executive search, Dr. Grant provides counsel in diversity, equity and inclusion practices, fundraising, and nonprofit strategies with ALG. She is a certified unconscious bias trainer and facilitator, has been an active speaker for countless industry associations over the years, and has chaired and served as faculty for several conferences across the country. She is the co-author of the first comprehensive book on DEI in advancement, Diversity, Equity, and Inclusion in Advancement: A Guide to Strengthening Engagement and Fundraising Through Inclusion (CASE 2020), with Ron Schiller.

    Throughout her 27-year career, Dr. Grant has successfully managed teams to meet fundraising goals in several multi-million dollar campaigns, and two separate billion dollar campaigns. Previously, she served as an Assistant Vice President of Development and Assistant Dean of Medical Advancement, Herbert Wertheim College of Medicine at Florida International University. Her extensive experience in higher education advancement has also included roles at Princeton University, Washington State University, and the University of Miami Leonard M. Miller School of Medicine.

    Dr. Grant is a proud Miami, Florida native. She is a Fulbright Scholar who holds a Ph.D. in Higher Education Administration specializing in Institutional Advancement from Washington State University. She has a M.A. in Communication, specializing in Public Relations and Media Management from Washington State University, and a B.S. degree in Journalism from Florida A&M University.

    She is the founder of the South Florida Network of Blacks in Philanthropy and serves on numerous boards, including Our Fund (LGBTQ) Community Foundation, the African American Development Officers (AADO) Network, and the Advisory Committee for Women of Color in Fundraising and Philanthropy (WOC). She has been recognized as one of the 25 Most Influential and Prominent Black Women in South Florida by Success South Florida Magazine, a Lumina 10 in ICABA Honors South Florida 100 Most Accomplished Blacks Healthcare & Law, and selected as a Top Hat Woman of Achievement Award for Community Empowerment.

    4:00 p.m. - 5:00 p.m.

    Open Discussion & Networking

    Join your peers for small group discussions and networking. There will be small group discussions to allow participants to delve deeper into the topics covered during the conference sessions: due diligence research, campaign planning, and applying diversity, equity and inclusion principles to fundraising campaigns.

    No individual speaker. There will be a facilitator online to assist.

    Tickets

    $0.00 APRA-NY Members

    $0.00 Non-members of APRA-NY.