The Birthplace of Apra

2022 Apra-MN Conference

Conference Details

WHEN: Thursday, October 13, 2022 from 9 AM - 4 PM Central Time

WHERE: Wilder Center, 451 Lexington Parkway North, St. Paul, MN 55104 - Amherst H. Wilder (A) & Fanny Spencer Wilder (B) Auditoriums

DIRECTIONS & PARKING: For detailed information on how to locate the Wilder Center, please click here. Free parking is available on-site in the Wilder Center parking ramp.

REGISTRATION PROCESS: Registration is now open. Please register here! More information on our registration, modification, and cancellation policies is available below.

REGISTRATION OPTIONS: In-person registration is $50 for Apra-MN members and $100 for non-members. Cost includes refreshments and boxed lunches. All registrations for in-person attendance must be received by October 5th, 2022. Virtual registration is $25 for Apra-MN members and $50 for non-members. Non-member registration types include a year membership to Apra-MN.

CONFERENCE SCHOLARSHIP: Apra-MN will be offering two in-person and one virtual scholarship to the conference to current Apra-MN members. To apply, fill out the scholarship submission form before September 5th. Winners will be notified on September 6th.

Keynote Speaker: Michelle Edgerton

Keynote Address: Fundraising for Us

One of the primary roles of a fundraiser is to connect community resources to community need. Although we’ve connected the two in some ways, a schism persists when we “other” those in need and glorify the ones who have the resources. Collaboration within the community continues to change as program participants, funders, fundraisers, and community partners come together to address issues that impact everyone like the pandemic and racial /social justice. The objective of this session is to focus on fundraising for the collective community allowing a respectful unification and recognition that we fundraise for us, not them. 

About Michelle T. Edgerton

Michelle T. Edgerton is an experienced professional with nearly two decades of proven success as a fundraiser and senior executive leader. Michelle’s strengths include building strong, successful fundraising programs and helping organizations obtain greater clarity and mission alignment through strategic investments. She is also a sought-after speaker and presenter who has facilitated tough conversations with fortitude and grace.  

In 2019, Michelle founded The Edgerton Group – an innovative, strategic fundraising and organizational  development consulting firm. In addition to being the founding principal at The Edgerton Group, Michelle serves as the Chief Development Officer for United States of Care.  

Michelle is the President of the board of directors for the Association of Fundraising Professionals (AFP) –Minnesota Chapter and is a member of the Global Board of Directors for AFP. Michelle holds a Master of Arts degree in Leadership from Augsburg University, a Bachelor of Arts degree in Religion from Wake Forest University and is currently pursuing a Master of Divinity degree from Luther Seminary. Michelle lives in the Twin Cities of Minnesota with her husband, David Edgerton Jr. They have two sons, a daughter, and an amazing daughter in law. 

Sponsors

Thank you to our sponsors!

Platinum Sponsor: Insightful


Gold Sponsor: iWave



Conference Schedule

 Conference Session Start Time End Time
 Welcome & Check-In 9:00 AM     9:30 AM
 Keynote Address 9:30 AM 10:30 AM
 Keynote/Platinum Sponsor Remarks 10:30 AM 10:45 AM
 Break & Refreshments 10:45 AM  11:00 AM
 Breakout Sessions A & B I 11:00 AM  12:00 PM
 Lunch/Networking 12:00 PM 1:00 PM
 Chapter Updates 1:00 PM 1:30 PM
 Breakout Sessions A & B II 1:30 PM 2:30 PM
 Break & Refreshments 2:30 PM 2:45 PM
 Additional Remarks 2:45 PM 3:00 PM
 Apra-MN Presidents' Panel 3:00 PM 4:00 PM
                              *Conference schedule is subject to change. All sessions are listed in Central Time.

Breakout & Panel Sessions

Breakout Sessions

This year, we will have four breakout sessions led by prospect development professionals in the higher education, social services, community foundation, and healthcare sectors. Topics will focus on motivational gift officer metrics, managing principal gift programs, campaign planning and workforce development, and using data to drive effective relationships with fundraisers.

Session A1 - Principal Giving Programs and Prospect Management Related Activities

This session will provide an overview of practices that the presenter has found to be effective in maintaining a principal giving program from a prospect development perspective. Topics will include methods for developing and managing principal gift portfolios; strategies for holding effective and efficient high-level strategy meetings; building the principal gift pipeline; and programmatic goal and key data reporting. Attendees will leave this session better equipped to support a principal giving program at their organization.

Josh Forsyth is the Director of Prospect Management & Principal Giving Services at the University of Minnesota Foundation.  Josh has been at the University of Minnesota since 2009.  He oversees a team of five that supports Principal Gifts Workgroup, the Corporate and Foundations Relations team, any University Presidential needs, and prospect management activities.  Josh has worked closely with the Principal Gifts Workgroup since its formation in 2011.  Prior to joining the University, Josh worked as an account manager for Questar, where he oversaw the design, implementation, and on-going maintenance of customer loyalty studies for large scale restaurant and retail organizations.  Josh has a degree in entrepreneurship from the University of St. Thomas in St. Paul, MN. Outside of work, Josh's 3 children, ages 13, 11, and 7, keep him extremely busy with all of their activities!

Session B1 - Using Simple Metrics to Motivate Fundraiser Performance

Why do we use metrics other than dollars raised to evaluate fundraiser performance? What metrics should my organization be using? These are questions many new prospect development professionals will need to answer. This presentation will discuss the basic purpose of metrics, trends in metrics across a variety of nonprofits, and present five basic metrics that have a low barrier to usage but high correlation with results. It will then briefly discuss metric setting philosophies and how to obtain leadership and fundraiser buy-in for metrics. Included in this presentation will be the results of an independent research project, focusing on how other organizations are using metrics to motivate their team. Finally, it will present five basic metrics that any fundraising shop can easily implement, explain why these are important data to track, and give a brief overview of how to track and report on the data. It will also share challenges and best practices for fundraiser adoption, including a case study of Greater Twin Cities United Way. Attendees will leave this session equipped with an understanding of the common fundraising metrics and how to use them to improve their fundraising team’s success. Complete a brief survey on how your organization develops fundraising metrics here - aggregate results may be featured in this presentation!

Emily Maple is Manager of Prospect Development at Greater Twin Cities United Way where she has worked for six years in a variety of fundraising operations and analytics roles. Emily has served on the Apra Education and Professional Development committee from 2021-2022 and presented on using metrics to motivate fundraiser performance at Apra’s Prospect Development conference in Atlanta in July 2022. Prior to working in nonprofit fundraising, Emily curated art museum and gallery shows in Minneapolis and Toronto. She holds a Master’s in Art History from the University of Toronto and a Bachelor of Arts in English and Art History from the University of Minnesota.


Session A2 - Is There Such a Thing as Too Much Data?

With so many ways to access data these days, it’s becoming increasingly difficult for prospect development staff to prioritize what information gets shared (verified vs. unverified) and if a quick report is more important than an accurate and thorough report. Join this session to discuss strategies to employ when working closely with frontline fundraisers and what information gift officers find useful. Come prepared to ask questions and bring ideas that have worked at your organization. Objective 1: Attendees will gain an understanding of how development officers prioritize or rank prospects. Objective 2: Attendees will come away with strategies to employ to “sell” a discovery prospect to a development officer.

Jo Theodosopoulos is the Manager of Prospect Development at the Minneapolis Foundation, where she works across the organization with all departments to find and help build potential relationships with individuals, families, corporations, and other foundations. She has served in the nonprofit world for nearly 15 years, almost exclusively at community foundations. Her work has focused on fundraising, donor relations, and prospect research. Jo has served on the board of Apra-MN as programming director, president, and immediate past president; the Apra Ethics and Compliance Committee; and as co-chair, sponsorship, of the Apra Midwest Conference. Jo holds a Master of Library and Information Science from the University of Wisconsin-Milwaukee and a Bachelor’s degree in Liberal Studies from South Dakota State University. She lives in Minneapolis with her husband, Kosta, and she stands on her head as often as possible.

Jenny Johnson is the Philanthropy Services Officer at Old National Wealth Management and provides counsel to nonprofit organizations and private foundations around governance, fundraising, and strategy. Prior to joining Old National, Jenny worked as a fundraiser for several nonprofit organizations in the Minneapolis/St. Paul area, including Children’s Home Society and Family Services, and as Vice President of Resource Development at Aeon. Most recently, she was Director of the Family Philanthropy Resource Center at the Minneapolis Foundation where she partnered with families to align their values with their giving and advised on innovative and strategic funding strategies. Jenny is active in the nonprofit community and serves on the Board of the MN Council on Foundations and Minnehaha Academy.

Session B2 - Lessons from Leading a Large Healthcare Team

This session will present several lessons the presenter has learned from leading the research team at a large health care organization. Topics will include recruiting and workforce strategy, the future of campaigns, information strategy to increase scalability and impact, and creating a culture of teamwork in a remote team.

Darren Cooper joined Mayo Clinic in 2015 and has been the Director of Prospect Research since 2017. Prior to joining Mayo Clinic, he was a self-employed consultant from 2014-2015 and worked in prospect research at Purdue University from 2006-2013.

His past speaking engagements have included a webinar and multiple conference presentations for Apra International, chapter conferences for Apra-Minnesota, Apra-Indiana and Apra-Maryland, and the 2020 Apra-Midwest Conference.

Darren served on the Apra-Minnesota board from 2016-2019. He earned a B.A. and M.S. at Purdue University.


Apra-MN Presidents' Panel

The session will provide an opportunity for the panelists - former Presidents of Apra Minnesota - to have a moderated, panel-style discussion in the afternoon. The goal is to provide insight into the changing landscape of prospect development, as well as panelists' personal and professional journeys through prospect development and related fields. Discussion will focus on subjects such as: how the panelists originally became involved in Apra Minnesota and/or other Apra chapters; how their involvement prompted them to take a leadership role; what led them to prospect development and their current line of work; and retrospective and forward-looking changes in the field.

Moderator - Andrea Dowd, Apra-MN President

Andrea Dowd is a prospect research analyst for Saint Mary's University of Minnesota. Her favorite things about being a researcher are the opportunities for collaboration and helping to discover ways for someone to give back without actually having to do the asking. She has been with Saint Mary's for two years and previously served in prospect research and prospect management roles at Augsburg University, St. Catherine University, and Northeastern University in Boston. Andrea has been a member of Apra-MN for seven years and has served on the board as secretary, vice president, and president for four years. Her final year of her last term will be in 2023. She is most proud of being part of a board that works to create a strong network of Advancement professionals and provides opportunities for anyone to learn no matter what stage of their career they are in.

Panelists

Alisa Lamont serves on the University of St. Thomas Prospect Development team, where she has focused on building and refining the major gifts prospect management program for the past five years. Before joining St. Thomas, Alisa served as Director of Prospect Management and Research at Winona State University. Prior to that, she was a fundraising consultant in New York City, helping arts and education organizations achieve their development goals.

Alisa earned a BA in economics from Carleton College and MS in fundraising management from Columbia University. She lives in Minneapolis with her four children, where she enjoys volunteering in her local community and exploring the amazing arts and culture scene.

Mark Egge currently is the Associate Vice President for Development at Hamline University where he oversees the Advancement Operations and Annual Giving teams. He has worked in and led prospect development teams since 2005.

If you had told him when he started in the field that he would eventually become president of Apra-MN (2012-2013), later serve as president of "big Apra" (2018-2019), and appear twice as a contestant on Jeopardy, he would not have believed you. 


Krista Gallagher Colt, CFRE, is the Director of Philanthropy at Animal Humane Society where she oversees the Annual, Midlevel, Major and Planned Giving and Advancement Services teams. Previously she managed stewardship, annual giving and campaign operations at the University of Minnesota College of Science and Engineering and prior to that spent 14 years in various fundraising roles at Luther Seminary, including the creation of the seminary’s first prospect research and management program. Krista holds a bachelor’s degree in communications and public relations from Wartburg College and master’s degree in nonprofit management from Hamline University. Krista formerly served as President of APRA-MN, as well as the Volunteer Co-Chair for the 2015 APRA International Conference and part of the 2013 APRA International Conference Curriculum Planning Committee. She is an AFP member and has presented at APRA International, MARC, APRA Canada, APRA-MN and local AFP events.

Jo Theodosopoulos is the Manager of Prospect Development at the Minneapolis Foundation, where she works across the organization with all departments to find and help build potential relationships with individuals, families, corporations, and other foundations. She has served in the nonprofit world for nearly 15 years, almost exclusively at community foundations. Her work has focused on fundraising, donor relations, and prospect research. Jo has served on the board of Apra-MN as programming director, president, and immediate past president; the Apra Ethics and Compliance Committee; and as co-chair, sponsorship, of the Apra Midwest Conference. Jo holds a Master of Library and Information Science from the University of Wisconsin-Milwaukee and a Bachelor’s degree in Liberal Studies from South Dakota State University. She lives in Minneapolis with her husband, Kosta, and she stands on her head as often as possible.

Registration Policies

In-Person Registration Deadline

 All registrations for in-person attendance must be received by October 5th, 2022. 

Virtual Registration Deadline

Virtual registration will provide viewers with the option to view plenary/keynote/panel presentations. Please note that the virtual platform will be primarily view-only and interactivity may be limited. Virtual registrations must be received by 12PM CT on October 12th, 2022.

Individual Cancellation & Modification

  • Cancellation: Should you need to cancel your in-person or virtual conference registration, an email must be sent to the Apra-MN registration inbox at programming@apra-mn.org. This email must be received on or before 12PM CT on October 12th, 2022. Telephone cancellations are not accepted. 

  • Registration type modification: If you wish to transfer from a virtual to in-person conference registration or vice-versa, you must contact programming@apra-mn.org. All requests to transfer from virtual to in-person registration must be made by October 5th, 2022. All requests to transfer from in-person to virtual must be made by 12PM CT on October 12th, 2022. Telephone modification requests are not accepted.

  • Process: If you need to cancel or modify your registration and provide notice by the dates specified above, Apra-MN will credit your registration cost to your account, which may be used for an Apra-MN membership and future programming (such as Lunch & Learns, BUZZ Sessions, networking events, and more). 

Event Cancellation & Modification

If for any reason beyond Apra-MN’s control it determines that the in-person portion of the conference must be canceled and the virtual portion of the event is still held, the participant understands and agrees that Apra-MN shall credit the difference from the in-person registration fee to the registrant's account. Participant understands that their registration type shall be changed to a virtual attendee. 

Terms & Conditions 

Apra-MN 2022 Conference Full Terms & Conditions

Questions?

If you have any questions, concerns, or issues regarding the registration process or the conference, please email programming@apra-mn.org. Thank you!


Health & Safety Policies

We recognize the changing impact the pandemic has on our jobs, families, and plans. This is why, in addition to creating an exceptional education and networking experience, Apra-MN leadership has updated its policy for on-site attendance for our 2022 conference.

At this time, we are planning for an in-person conference with a virtual option. We will continue to monitor and update safety precautions as needed and reserve the right to modify this plan at any given time given ongoing changing nature of current or new public health emergencies. 

Testing

We strongly encourage all in-person attendees to administer a Covid-19 PCR or antigen self-test between October 11th and 12 PM CT on October 12th, and then to isolate themselves to the extent possible between that test and the event to minimize the possibility of exposure.

Please take appropriate precautions depending on the results to help protect yourself and others. If you test positive, please stay home and submit a request to transfer your registration type to virtual (or cancel your registration) to programming@apra-mn.org by 12PM CT on October 12th.  

At the Event

Masks: The Wilder Foundation currently requires guests to wear masks in shared spaces, such as hallways and entrance ways. Within the conference room, we will invite attendees to wear masks to the extent that they are comfortable with doing so.

If you feel ill: All attendees agree that they will not attend any Apra-MN events if they feel ill at any time during the event. Attendees that feel ill with any flu-like symptoms agree that they will self-isolate and contact a local health provider for assistance. 

Virtual Option

If you are unable to comply with the on-site health and safety requirements, we encourage you to register to attend the Apra-MN virtual option.

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