Directors Round Table Think Tank

Directors Round Table Think Tank

Tuesday, April 3

2:30 – 4:00 PM Program

4:00 – 5:00 PM Networking

Northeastern University

Curry Student Center

Room #342

360 Huntington Avenue

Boston, MA 02115

Join us for a discussion on the challenges and opportunities facing managers working in Prospect Development. The Directors Round Table is recommended for all those in a supervisory role (assistant directors, managers, etc.) or who are involved in departmental decision making. After the program, attendees are invited to stay and continue the conversation informally until 5:00pm.

FACILITATORS:

Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts. Lisa also serves as the Treasurer of the Board of Directors of NEDRA and was the Conference Co-Chair for the past two NEDRA Conferences. Lisa recently stepped down as a Director of the Haverhill Foundation for Excellence in Education after serving as a director for over twenty years.

Val Roberts has been the Director and Senior Director of Prospect Research at Brigham and Women’s Hospital since 2004. During that time, she has overseen the evaluation of more than 11,000 prospects. She has worked closely with the Development office’s IS team to design and implement prospect management systems and tools to make research more accessible to gift officers and others. The BWH Research team has repeatedly been praised by its clients for its customer focus, flexibility, value added, and ability to understand and provide information tailored to each unique circumstance and client in a timely (and often last-minute) manner. Val was previously a Director of Prospect Research at Harvard Business School and several Boston teaching hospitals. She is a former Director of NEDRA and has spoken at APRA, NEDRA and MARC conferences. With more than 25 years of experience in the field of prospect research, she has witnessed the evolution of the profession and the increasingly analytical nature of our business.

Jennifer Roosa Williams is the Director of Development Research and Information Systems at Boston Symphony Orchestra. Jennifer has been working in the field of development for over 19 years. At the Boston Symphony Orchestra, she oversees the functions of research, gift processing, acknowledgments, reporting, and maintaining donor records. Previously, Jennifer held multiple positions in the Office of Development and Alumni Relations at Boston University, where she was most recently director of prospect research. In addition, Jennifer served an adjunct faculty member of Boston University’s Metropolitan College, where she was an instructor in the Professional Fundraising program, a non-credit certificate program offered through the Center for Professional Education. Jennifer received her Bachelor of Science degree from the College of Business Administration at Marquette University, where she majored in marketing and information technology.

Kristin K. Hagan is the Senior Associate Director, Prospect Management and Information Resources at Massachusetts Institute of Technology. Kristin began her prospect research career in 1997 as a prospect research analyst at Northeastern University. Since then she has worn many hats, including prospect identification, prospect data collection, maintenance and reporting, and prospect management. In 2000, Kristin joined MIT as the department's first Prospect ID Research Analyst. In 2005, she was promoted to Assistant Director, overseeing prospect identification, prospect data entry and information resources. In this role Kristin completed the digital conversion of Resource Development's prospect/donor files. Since April 2013, Kristin has been in the position of Senior Associate Director, Prospect Management and Information, overseeing prospect management, prospect data entry and information resources. Kristin has a BA degree from Trinity University in Washington, DC, and an MBA from Northeastern University. She recently completed two terms as the President of the Friends of Boston Latin Academy, a 501 (c) (3) organization.

COST:

Free for Members

$25 Non-Members