OPRN

Ohio Prospect Research Network
1987 - 2017 - Celebrating 30 Years
Apra Ohio Chapter

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  • March 06, 2017 10:43 AM | Anonymous

    Registration for OPRN's 30th Anniversary Spring Conference is now open!  Don't miss terrific Thursday workshops by Bond Lammey and Nick Sollog and a can't miss keynote from Josh Birkholz, plus lots more!  

    Register today!

  • March 01, 2017 5:34 PM | Anonymous

    We're excited to announce that there will be two Thursday workshops at this year's conference!  Registration will open soon and read more about the first workshop below:  


    Relationship Management: Building the Car while Driving It

    As prospect development professionals, we are often tasked with developing and implementing complex systems and processes to make our fundraising programs operate efficiently. Unfortunately, the expectation is generally that we develop and implement these systems simultaneously. What does this mean for establishing a successful relationship management program? In this workshop, Bond will discuss:

    • The fundamental elements of a strong relationship management program
    • Tactical steps to enact solid processes based on the tools you have at your organization
    • Strategies to gain buy-in from senior leadership and development officers

    The full session will be three hours, divided into two parts as outlined below.

    Part One: What’s in Your Toolkit?
    This session will walk through the key elements of a strong relationship management program, will offer some tips to implement any elements that are missing, and will discuss maintenance of a program over time to ensure it will benefit the organization long-term. Participants will be able to assess what relationship management elements they need to add or modify at their organization and will walk away with some resources to aid them in putting it all together.

    Part Two: From the Toolkit to Construction
    What processes do you have in place to manage portfolios at your organization? Do you actively manage them, reviewing portfolio counts and development officer activities regularly? Do you assess the capacity, inclination, and engagement of currently assigned prospects and look for opportunities to assign and remove prospects proactively? Do you assess the fit of prospects that are assigned by development officer? This session will discuss a variety of techniques and strategies involved in portfolio reviews, rebalances, and optimizations, with examples for shops of all sizes and levels of maturity within their relationship management program.

    Bond T. Lammey is a managing associate at Bentz Whaley Flessner specializing in prospect development. Bond’s experience ranges from higher education to academic medicine, large and small social service agencies, and national and local member/cause organizations. Prior to joining BWF, Bond led prospect research efforts at the University of Chicago, where she oversaw the central prospect research team and developed integrated strategies with prospect management, analytics, corporate and foundation relations research, and non-central research teams at the medical center and Booth School of Business.

    Bond received her BA in Sociology and her Master of Management in Nonprofit Administration, both from North Park University in Chicago, Illinois. She is on the board of Apra International and has presented in the United States, Canada, Australia, and Asia at CASE, ADRP, AASP, and Apra conferences.

  • January 05, 2017 4:44 PM | Anonymous

    OPRN is excited to announce that Joshua Birkholz will be the keynote speaker for our 2017 conference.  Josh is a principal at Bentz Whaley Flessner and an engaging and in-demand speaker.  It’s been a few years since Josh has joined us, so we are delighted to have him back for our 30th anniversary celebration!

    OPRN’s annual conference will be held April 27-28, 2017, at the Crowne Plaza Columbus.  Stay tuned for more details!

    Here’s a bit more about Josh:

    Joshua M. Birkholz is a principal at Bentz Whaley Flessner, where he oversees consulting in development operations, information systems, prospect development, interactive communications, and analytics. His contributions to the fundraising industry include founding the BWF analytics division, guiding several institutions through billion dollar campaigns, advocating for the integration of data science, and establishing more than 50 in-house analytics programs throughout North America, Europe, and the Pacific Rim.

    Josh has streamlined fundraising infrastructure, developed performance metrics strategies, and ushered organizational change for leading non-profits in higher education, healthcare, the arts, advocacy, and social service sectors. He is widely regarded as a leading innovator in 21st-century development strategies.  And, he is the author of the sought-after book, Fundraising Analytics: Using Data to Guide Strategy.


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