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Research Basics Bootcamp

  • Thu, September 24, 2026
  • 9:00 AM
  • Fri, September 25, 2026
  • 1:00 PM
  • Online
  • 38

Registration


Register

Research Basics Bootcamp


Thursday, September 24, 2026, 9:00 AM - 1:00 PM ET


and


Friday, September 25, 2026, 9:00 AM - 1:00 PM ET

 

Online (Zoom Meeting)


PROGRAM DESCRIPTION:

Research Basics Bootcamp is a virtual program of instruction in the essentials of prospect research. This training is a must for those new to research or those who have had research added to their roles. No experience in the field is necessary to begin learning how to apply professional research methodologies. The program will cover such subjects as:

  • Overview of Prospect Research, Prospect Management, Data Analytics
  • Types of Charitable Gifts
  • Ethics
  • Real Estate
  • Income and Compensation
  • Public Companies and Stock
  • Private Companies and IPOs
  • Finance Private Equity, Venture Capital, Hedge Funds
  • Family Wealth and Family Offices
  • Cryptocurrency
  • Trappings of Wealth
  • Foundations, Donor Advised Funds, Philanthropy
  • Wealth Surveys
  • Capacity Ratings
  • Communication with Fundraisers
  • Search Tips
  • Resources


FACULTY:

Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts.  She is a Phillips Academy alumna and two of her four children are also alumni of the school. Lisa is a former member of the Board of Directors of NEDRA. Over the course of her term, she served as the Treasurer of the Board of Directors, Conference Co-Chair for two NEDRA Conferences, Secretary of the Board, and Co-Chair of various committees, including Scholarship and Programming. Lisa continues to serve on the NEDRA Programming and Nominating Committees and was the Co-Chair of the 2022 CASE Prospect Development Conference . Lisa served as a Director of the Haverhill Foundation for Excellence in Education for over twenty years and has also served as a director of the Haverhill Discovery Club Program.


Michele Borucki began her career in development in 2012 as a Development Analyst with the University of California, Berkeley Corporate and Foundation Relations team. She went on to serve as a Prospect Analyst at the University of California, Davis and then as a Senior Prospect Analyst at the George Washington University. She joined The Helen Brown Group in 2018 as a Consultant and was promoted to Senior Consultant in 2020. She became the Assistant Director, Research and Consulting in 2021 and in 2023 was promoted to her current role, Director, Research and Consulting. Michele has been a member of Apra International, NEDRA, Apra Florida, Apra Metro DC, and CARA. She served on the Apra International Curriculum Planning Committee and as the Social Media Chair, and as a member of the Programming Committee for Apra Metro DC. She currently serves on NEDRA’s Board of Directors, and Co-Chairs the NEDRA Mentorship Committee. She received her B.A. in creative writing from Florida State University and studied higher education leadership at California State University, Sacramento.

 

Dave Owens is a Principal Analyst at the Boston Children’s Hospital Trust, where he began his development career as a Prospect Researcher in 2001. Prior to his tenure at Boston Children’s Hospital, he worked in clinical administration at Beth Israel Deaconess Medical Center in the departments of Pulmonary Care and Oncology. He received his M.A. degree in Political Science from Northeastern University, a B.A. degree in Philosophy and Public Policy from UMass/Boston, as well as an A.A. degree in Mathematics/Science from Cape Cod Community College. Dave has served on several NEDRA Committees, and has been a presenter at past NEDRA Conferences and Seminars in areas ranging from ADV filings to international research. He is currently a member of NEDRA’s Programming Committee.


COST:

NEDRA Member: $199

Non-Member* (New Member): $298


*Note: Non-member registration includes a full year of NEDRA membership. These memberships will be assigned on the last day of the course unless you waive the option by contacting office@nedra.org.


Scholarships are available for this program! Deadline to apply is Friday, September 11, 2026.


SCHEDULE:

Day 1:

9:00 AM Informal introductions/conversations

9:30 AM Program begins

1:00 PM – Program ends for Day 1


Day 2:

9:00 AM Program Begins

1:00 PM Program Concludes


Advance registration is required. The link to join the session will be emailed 1-2 days in advance.


Please add NEDRA.org to your trusted list of senders, contacts or address book to ensure that you don't miss any important details about this program.


POLICIES & PROCEDURES:


Registered attendees will receive a Zoom link to the program in question, including a password (if applicable).


One paid registration entitles the registrant to one viewing of the program in question. If it is determined that a registrant has shared their link with others, any such viewers will be removed from the Zoom meeting and blocked from reentry. Repeat violations of link sharing may result in temporary restriction from NEDRA programming registration.


DEADLINES:

Registration for this event closes on  Tuesday,  September 22,  2026 at 5PM ET or when the event is full.  

CONTACT US:

60 Hickory Drive, Suite 6100
Waltham, MA 02451
781.894.1457

© 2025 New England Development Research Association

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