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2024 Webinars
Gift Agreement Administration: Current Issues and Best Practices
Presenters: Gail Ferris, Rhonda K. Miller, and Laurie Reagan
Original Presentation Date: January 2024
John’s Annual IRS Update
Presenter: John H. Taylor
Original Presentation Date: February 2024
Trends in Engagement and Proposal Metrics
Presenters: Sarah Parnum Cadbury and Lucy Pastier
Original Presentation Date: March 2024
The ABCs of AI - A Guide for Beginners
Presenters: Chris Amherst, Mark Koenig, Jessica Roberts, and Dr. Rodger Devine
Original Presentation Date: April 2024
Why High-Quality Data Is Good for Your AI
Presenters: Louis Diez, Anne Murphy, Chris Cannon, and Dave Woodley
Original Presentation Date: April 2024
Using AI Responsibly - A Conversation on AI & Ethics, Privacy and Bias
Presenters: Robyn Doughty, Meena Das, Stefan Bryrd-Kruegers, and Dr. Rodger Devine
Original Presentation Date: May 2024
AI and the Future of Work
Presenters: Vidya Kagan, Amy Bronson, Nathan Chappell, and Dr. Mark Walcott
Original Presentation Date: May 2024
Data Maximalism to Data Minimalism: The Pendulum Swing of Advancement Data Trends
Presenters: Bill Connors and Amy Daultry
Original Presentation Date: June 2024
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2023 Webinars
Rethinking the Strategy for Complex Gift Agreements
Presenters: Sarah Thomas, Brian Davis, and Christopher Resh
Original Presentation Date: February 2023
John's Annual IRS Update
Presenter: John Taylor
Original Presentation Date: March 2023
Making Sense of Events – How to pay attention to who’s attending
Presenters: Anthony Williams and Amanda Garvin-Adicoff
Original Presentation Date: April 2023
Developing Constituent Loyalty Through Unbiased Data
Presenters: Iaishia Bratcher and Jenny Katic
Original Presentation Date: May 2023
DEI Data Best Practices Update
Presenter: Necie Liggeons
Original Presentation Date: June 2023
Summer Series Deep Dive
Presenter: multiple presenters
Original Presentation Date: July and August 2023
Career Survey Results
Presenter: Jessica LaBorde, Katrina Klaproth, and Deb Taft
Original Presentation Date: August 2023
Healthcare Fundraising: HIPAA, Concierge Services, and Grateful Patients
Presenter: Ann L. House and Dr. Wayne Combs
Original Presentation Date: October 2023
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2022 Webinars
In Data We Trust
Presenters: Christopher Amherst and Mahmoud Youssef
Original Presentation Date: June 2022
Don't Stop Achievin': A Goal Planning Journey
Presenters: Anne Dean and Catherine Flaatten
Original Presentation Date: May 2022
Addressing Inappropriate Constituent Behavior
Presenters: Dana Ulrich and Jon Thorsen
Original Presentation Date: April 2022
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2021 Webinars
Taking Care of Our Teams – and Ourselves – During the Evolving "New Normal"
Presenters: Margie Hirose, Stephanie Norton, and Shelby Radcliffe
Original Presentation Date: June 2021
A Case Study on Gift Acceptance Committees,& Lessons Learned Along the Way
Presenters: Rebekah Spaulding and Michal Shaw
Original Presentation Date: May 2021
Annual IRS Update
Presenter: John Taylor
Original Presentation Date: March 2021
Metrics for Prospect Research & Advancement Services
Presenters: Catherine Flaatten and Jon Thorsen
Original Presentation Date: February 2021
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2020 Webinars
Advancing Ethics and Compliance – A Joint Best Practices Webinar with ADRP and Apra
Presenters: Elizabeth Goodman, Necie Steward, Keri Kallaway, Jon Thorsen (moderator)
Original Presentation Date: June 2020
Insider's View During Uncertain Times
Presenters: Shomari White, Anita Lawson, Jessica Schrider LaBorde, Lynne Wester (moderator)
Original Presentation Date: May 2020
IRS Rules and Regulations - What You Don't Know Might Hurt You!
Presenter: John Taylor
Original Presentation Date: January 2020
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2019 Webinars
GDPR and Privacy Regulations - Serving Our Constituents in the EEA and Beyond
Presenter: Terry Callaghan
Original Presentation Date: November 2019
Matching Gift Administration: It's Not What It Used To Be
Presenters: Gail Ferris, Ann House, and Mary Prats
Original Presentation Date: September 2019
International (Wo)Men of Mystery: An Analyst's Guide to Vetting International Prospects
Presenter: Lindsey Nadeau
Original Presentation Date: May 2019
Gender Matters: A Practical Approach to Grow Women's Philanthropy
Presenter: Kathleen Loehr
Original Presentation Date: March 2019
Legislative and IRS Update 2019: What You Don't Know Might Hurt You
Presenter: John Taylor
Original Presentation Date: January 2019
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2018 Webinars
Alumni Engagement – Measurement & Analytics
Presenter: Terry Callaghan
Original Presentation Date: November 2018
The Art and Science of Donor Stewardship Reporting
Presenter: Sarah Sims
Original Presentation Date: September 2018
Maximizing Strategies for Donor-Advised Funds (DAFs)
Presenters: Bond Lammey and Lindsey Nadeau
Original Presentation Date: May 2018
Technology Adoption, Onboarding, and Training
Presenter: Monica M. Keith
Original Presentation Date: March 2018
Gift Receipting
Presenter: Alan Hejnal
Original Presentation Date: January 2018
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2017 Webinars
Advancement Metrics/Reporting
Presenter: Joshua M. Birkholz
Original Presentation Date: November 2017
Staff Incentives for Retention
Presenters: Ann House and Lynne Becker
Original Presentation Date: November 2017
Digital Donor Relations: The Role of Social Media in Stewardship
Presenter: Jonathan Brooks
Original Presentation Date: May 2017
Whose Money is This? Gift Processing with Third Parties Involved
Presenter: Maureen Trafford
Original Presentation Date: March 2017
What Counts, What Doesn't Count, and How Should You Count What Counts: The CASE Reporting Standards and Management Guidelines for Fundraising
Presenter: John Taylor
Original Presentation Date: January 2017
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2016 Webinars
Evaluating and Selecting Vendor Products & Services That Meet Business Goals
Presenters: Jennifer Liu-Cooper and Robert Weiner
Original Presentation Date: November 2016
Prospect Screening: Your Roadmap for Measurable Results
Presenter: Jenny Kleintop
Original Presentation Date: May 2016
Individual and Custom Stewardship Plans for Top Donors
Presenter: Lynne Wester
Original Presentation Date: March 2016
IRS Update & Refresher 2016: What Have I Gotten Myself Into?
Presenter: John Taylor
Original Presentation Date: January 2016
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2015 Webinars
Using Data and Metrics to Promote the Value of Advancement Services
Presenters: Sylvia Galen and Jon Thorsen
Original Presentation Date: December 2015
Big Data: The Myths, Realities and Potential
Presenters: David Lawson
Original Presentation Date: May 2015
Bridging the Counting Methodologies Between Advancement & Finance
Presenter: Aaron Forrest
Original Presentation Date: March 2015
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2014 Webinars
Enhancing Stewardship Through Pledge Reminders: A Team Effort
Presenter: Gail Ferris
Original Presentation Date: December 2014
Creative Funding Models in Advancement
Presenters: John H. Taylor
Original Presentation Date: September 2014
Prospect Research on a Shoestring
Presenters: Lori Hood Lawson and Meredith Hancks
Original Presentation Date: July 2014
What Your Data Isn't Telling You
Presenter: Steve Beshuk
Original Presentation Date: May 2014
Professional Development for Advancement Services Staff
Presenter: Jon Thorsen
Original Presentation Date: March 2014
Reinventing Gift Processing
Presenter: Terry Callaghan
Original Presentation Date: February 2014
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2013 Webinars
Nuts and Bolts of Gift Agreements
Presenters: Ann House and Lynn Becker
Original Presentation Date: November 2013
Shades of Gray Matter
Presenters: Lisette Clem and Wendy Gasparri
Original Presentation Date: August 2013
Combining Affinity, Engagement & Capacity to build a Pipeline of Donors
Presenter: Mark Koenig
Original Presentation Date: June 2013
Data Acquisition & Stewardship
Presenter: Terry Callaghan
Original Presentation Date: April 2013
Building Accountability, Transparency and Buy-in Using Prospect Management
Presenters: Gail Ferris, Paula Palhus, and Devon Gessert
Original Presentation Date: February 2013
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