2017: A Portfolio Review Odyssey

2017: A Portfolio Review Odyssey (NEDRAcon Encore Presentation)

Thursday, November 14, 2024

1PM- 2PM  ET

Online

Did you miss this session at NEDRAcon2024 in New Haven?  Here’s a chance to see it!  Jolene Crosby-Jones will be presenting this popular NEDRA Conference session again as a virtual program on November 14!

In 2017, a new comprehensive campaign at Massachusetts General Hospital created a need for more dynamic and strategic portfolio reviews. What came next was a years-long journey to create new processes and reports. Attendees will learn how the MGH Prospect Management and Research team strengthened buy-in for revamped portfolio reviews and created ever evolving reports and dashboards first in Excel and later in Tableau while also navigating shifting obstacles and needs including a database conversion, the COVID-19 pandemic, and new fundraising goals and priorities.

PRESENTER:

Jolene Crosby-Jones is the Senior Director of Prospect Management and Research at Massachusetts General Hospital.  Prior to joining MGH in 2017, she was a Senior Research Analyst at Dana-Farber Cancer Institute and has held prospect development roles at Teach For America and Facing History & Ourselves.  Jolene joined the NEDRA board in 2020 and is the current NEDRA president.  She received a BA in economics and psychology from Wellesley College.

COST:

$25 Members

$50 Non-Members

LOCATION:

This program will be held as a Zoom webinar and will not be recorded.  Attendees will receive a Zoom link a day before the event. 

DEADLINES:

Deadline for registration will be November 13th at 1PM.