Research Basics Bootcamp (Virtual)
Thursday, January 23, 2025, 9:00 AM - 12:30 PM ET
and
Friday, January 24, 2025, 9:00 AM - 12:30 PM ET
Online (Zoom Meeting)
Please note that if you would prefer to take this course in-person, it will be offered as a pre-conference session at the NEDRA Conference in Portland, Maine, on Wednesday, April 30, 2025. Registration is now open.
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:
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.
Tara McMullen-King is Director of Research & Consulting at The Helen Brown Group, where she works with a team of consultants to provide prospect research, prospect management consulting, fundraising analytics, training, and due diligence research for nonprofit organizations across the country. She began her career in development in the early 2000s at Simmons College, where she ultimately went on to serve as Assistant Director of Prospect Research. Since that time, Tara has also worked as a Senior Research Analyst at MIT, as Associate Director of Prospect Management & Research at the Harvard Graduate School of Education, and as Director of Development Research at Combined Jewish Philanthropies. She served on NEDRA’s board of directors from 2010-2016, and has served as a member of the Research Basics Bootcamp faculty since 2020. Tara has also been involved as a volunteer with Apra, previously serving stints on the Membership Committee, Chapters Committee, and Bylaws Task Force. In addition to her work in prospect development, she is also a professional wedding officiant in Salem, Massachusetts, and sits on the board of The Bridge at 211, a nonprofit organization working to transform a former church into a hub for arts and culture to serve the great Salem community.
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, January 10, 2025.
SCHEDULE:
Day 1:
9:00 AM Informal introductions/conversations
9:30 AM Program begins
12:30 PM – Program ends for Day 1
Day 2:
9:00 AM Program Begins
12:30 PM Program Concludes
Advance registration is required. The link to join the session will be emailed 1-2 days in advance. The program will not be recorded.
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.
DEADLINES:
Registration for this event closes on Tuesday, January 21st at 5PM ET or when the event is full.
VINO in Central MA (Charlton)
Tuesday, February 4, 2025
5:00PM - 8:00PM
129 Sturbridge Road
Charlton, MA 01507
PROGRAM DESCRIPTION:
Join fellow colleagues for a networking VINO (Very Informal Networking Opportunity). This free event offers NEDRA members and other prospect development professionals a chance to meet and socialize. We’ll talk shop about donor research, prospect management, and/or anything of interest to attendees.
Join us anytime starting at 5:00! NEDRA members and non-members are warmly welcome.
Food is available at rotating food trucks listed here, and outside food is permitted.
COST:
Registration is free! Please register if you plan to attend so we can send you any additional information before the event. Food and drinks are self-sponsored.
Salesforce Reporting Simplified
Wednesday, February 5, 2025
11AM- 12PM ET
Online
Build a report from scratch and learn tips to help get the right report type from the start. Learn about a free Salesforce add-on to help access data. #AllthePower Formulas, graphs, and trailhead oh my.
PRESENTER:
Sarah Richards is the Research Analyst for The Dynamic Catholic Institute. She has spoken at the NEDRA, OPRN, APRA International, and DreamForce conferences. Additionally, she has presented numerous webinars and demoed Salesforce CRM for other nonprofits. Sarah received her undergraduate degree from Ave Maria University, with a double major in Business and Economics, and holds an MBA from Thomas More University.
$25 Members
$50 Non-Members
LOCATION:
This program will be held as a Zoom meeting. Attendees will receive a Zoom link a day before the event. The program will not be recorded.
Deadline for registration will be Tuesday, February 4th at 4PM.
Research Basics Bootcamp
Wednesday, April 30, 2025 9:00 AM - 4:30 PM EST
Research Basics Bootcamp is one full day 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 day will cover such subjects as:
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.
Amy Doherty (Begg) is the Senior Director of Research and Prospect Management at Harvard Business School (HBS), where she leads efforts to build donor pipelines. Prior to her role at HBS, Amy served as the Executive Director of Pipeline Optimization at Emory University, spearheading strategies to enhance donor engagement and maximize fundraising impact. At Emory she oversaw the Research and Prospect Management teams. With 18 years of leadership experience at Harvard University, Amy was instrumental in shaping the institution's approach to prospect management. In 2016, she established the first prospect management team for the Faculty of Arts and Sciences and has since provided strategic guidance to development offices across Harvard, including the Radcliffe Institute, the Kennedy School of Government, the Graduate School of Education, and the Divinity School. Amy is also a co-founder and partner of Cypriped LLC, a cryptocurrency mining company.
Amy serviced as a trustee for the University System of New Hampshire (USNH), overseeing the state’s public colleges and universities. She is a past president and board member of the New England Development Research Association (NEDRA) and has previously served on the board of the Plymouth State Alumni Association, including a term as chair. She is a member of the DRIVE Conference Planning Committee.
$250 for Members
$325 for Non-members*
The Westin Portland Harborview
157 High Street
Portland, ME 04101
Welcome to the 2025 NEDRA Annual Conference
Thursday, May 1 & Friday, May 2, 2025
Don't miss this opportunity to attend the annual conference presented by
New England Development Research Association
Location
207-775-5411 $159.00 Per Night - Last Day to Book: Friday, April 4, 2025 Book your group rate for NEDRA 2025
Register Today!
Click on the green REGISTER button in the left margin or click here to activate the registration form. Members will be prompted to log in to get access to member rates.
The Pre-Conference Workshops on April 30, 2025 are optional add-ons available for purchase. More information about these workshops, which will be held at the hotel the day before the main event, will be shared soon.
Pricing
NEDRA Member
Registration Type
Member Pricing
Early Bird Rate Both Days of Conference (Thursday & Friday) - Through March 31, 2025
$475
Both Days of Conference (Thursday & Friday) - Starting April 1, 2025
$575
Add-On: One Day Research Basics Bootcamp (Wednesday)
Special Rate: Conference Presenter or NEDRA Program Presenter
Non-Member
$580
$680
$325
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