Join us September 28, 2018, at the CU Denver Business School and earn three CFRE credits!
Carrick Davis will be presenting Designing with Data to Drive Insight: Developing effective reports to support your prospect management program can be a challenging task. By using elements of behavioral economics to inform your report requirements, we will discuss elements of reports that support “good” behavior that offer insight for development staff and drive successful outcomes. Through examples of portfolio reports, new leads, moves management, proposal pipelines, and trip planning reports, attendees will learn strategies to streamline the ease with which development can gain vision into their own activity, progress and potential, freeing up prospect development staff’s time.
Katie Mueller will present on privacy and GDPR, including where the law came from, what it is, how it impacts our organizations, and some of the different interpretations and next steps that have been recommended. Following her talk there will be a discussion about how everyone is approaching GDPR at their organizations (in their departments, at the organization level, etc.) and next steps different organizations are pursuing.
Johnny Swinehart and Jason Cherry will walk through the process of creating a unit-specific planned gift likelihood rating. They created a likelihood score for each of CU’s four campuses. First, they will cover the types of planned gifts to consider, including bequests, charitable gift annuities, and charitable remainder trusts. Then they will walk through the initial variables they tested for each planned gift type, what the results showed, and what variables they chose to use. They will also discuss the challenges with implementing and marketing a planned gift score. Finally, they will share how a similar model can be created in Excel.
The conference will be held on the first floor in room 1800 at the CU Denver Business School located at 1475 Lawrence Street Denver, CO 80204. For maps, directions, and parking, please click here.
A light breakfast and catered lunch will be provided and are included in the registration fee.
Please contact Programs Director Robby Tabuchi (firstname.lastname@example.org) or President Meg Kinney (email@example.com) with any questions or concerns.
Carrick Davis is the director of prospect development & research at the University of Northern Colorado (UNC). His work includes integrating data science to improve decision-making and workflow efficiency, delivering greater insight with data, and supporting more focused, strategic thinking across the development and alumni relations divisions. He is most passionate in enhancing data literacy at UNC by bringing innovative information delivery systems to teams. Prior to his current role, Carrick was a senior prospect development analyst at the Wisconsin Foundation and Alumni Association.
Carrick received bachelor’s degrees in sociology and healthcare economics & policy from Beloit College and a master’s degree in urban planning from the University of Michigan. He is currently pursuing a second master’s in computer information systems.
Carrick is a member of the Apra International board of directors and has served on the Apra Wisconsin board. He has spoken widely at Apra and CASE on topics related to reporting, analytics, relationship management, and data visualization.
Katie Mueller is a development research analyst on the advancement strategy team at the University of Colorado. She previously held several positions, including senior program manager for the music, arts, & culture advancement team on the University of Colorado Boulder campus, where her primary responsibilities were research and stewardship, including some front-line fundraising. Katie is an alumna of the University of Colorado Boulder with a master’s in music composition. She received her bachelor’s in music composition, minor in German, from the University of Michigan. She currently volunteers as treasurer for the University of Michigan Alumni Club of Denver and also is a freelance composer and musician, playing the organ, piano, flute, and singing.
Johnny Swinehart is currently a development research and prospect management analyst at the University of Colorado. He previously worked in the planned giving department at Northeastern University as well as the development department of GLBTQ Legal Advocates & Defenders (GLAD). Johnny earned his master’s in nonprofit management from Northeastern University and his bachelor’s in government from Colby College.
Jason Cherry is a senior development data analyst and an adjunct professor at the University of Colorado. He is an experienced data scientist, focusing on predictive analytics and machine learning techniques, with a particular focus in using neural networks on time-series and natural language problems. He’s passionate about supporting socially-beneficial causes. He has a master’s in public policy from Brandeis University and a bachelor’s in social ecology from John F. Kennedy University.