Churn, Baby, Churn: Approaches for Analyzing Portfolio Saturation and Pipeline Movement

Monday, July 17, 2023

1:00 P.M. - 2:00 P.M.

Prospect development professionals are frequently asked to analyze portfolio saturation and pipeline churn at both micro (individual) and macro (organizational) levels. While such analyses have the potential to provide critical intelligence, it can be challenging to know which data points to select, how to set appropriate expectations, and what reporting should look like. In this session, attendees will learn from case studies on how The George Washington University and University of Cincinnati each approached this challenge, followed by an interactive discussion on how participants can develop their own solutions.

FACILITATORS:

Betsy Schmidt-Gullett serves as the Executive Director of Prospect Development at The University of Cincinnati Foundation.  She has been with the UC Foundation Prospect Development team since 2018.  She also enjoys serving on the OPRN (Ohio Chapter of APRA) Board as Membership Coordinator and as a part of the Great Lakes Prospect Development FORUM. 

Prior to joining The University of Cincinnati Foundation, she held various roles at The Ohio State University, including leading their prospect identification efforts and prospect development data integrity, Associate Director of Prospect Research, and as a Prospect Research Analyst for The Wexner Medical Center. Betsy began her career in Advancement at her alma mater, Wittenberg University, where she was the Associate Director of Prospect Research and Prospect Management. She has also worked as an International Student Advisor and HR Generalist. 

She earned a Bachelor of Arts in English from Wittenberg University and is happy to be back in her hometown of Cincinnati with her three children.

Catherine Flaatten, MPH, CFRE, is the associate vice president of prospect development at BWF where she partners with clients to develop creative, bespoke solutions to all types of prospect development challenges. Previously, she served in various roles at The George Washington University, most recently as the managing director of research and relationship management. Catherine has also worked in prospect development at Share Our Strength/No Kid Hungry, the National Psoriasis Foundation, and the BrightFocus Foundation.

A regular speaker and author within the prospect development community, Catherine currently serves as the president of Apra Metro DC and is a trustee of the Apra Foundation. Former volunteer roles include chairing the AASP Best Practices in Prospect Development Committee and Apra Membership Committee, and serving on the Apra Body of Knowledge Committee and PD Curriculum Planning Committee.

Catherine holds a BA in International Affairs and an MPH in Maternal and Child Health, both from The George Washington University.

COST:

$50 for members

$100 for non-members

Join the Workshop for free with the NEDRA Community Scholarship. This scholarship is available to NEDRA members (or recently lapsed members). Applications for this program are due July 10. Apply now.

LOCATION:

Attendees will receive a Zoom link a day before the event; this program will be held as a Zoom meeting.

DEADLINES:

Registration for this event closes on July 13, 2023 at 5PM.