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Prospect Management Pre-FORUM

The Prospect Management Pre-FORUM Session will give attendees whose primary focus is Prospect Management the opportunity to have in-depth discussions with peers.

The Prospect Management Pre-FORUM will take place Wednesday, June 20th from 8:30 AM to 11:30 AM

The schedule is as follows: 

 8:30 AM - 9:00 AM Welcome and Ice Breaker
 9:00 AM - 10:15 AM Guided Discussion: Moves Management
  • Tracking Portfolio Moves
  • Introducing New Prospects to the Pipeline
  • Best Practices for Stewardship Prospects
 10:15 AM - 10:30 AM Break
 10:30 AM - 11:30 AM Guided Discussion: Metrics for Prospect Management
  • How Does Prospect Management Add Value?
  • How Can We Quantify Our "Worth"?
  • Can We Separate Our Work from the Actions of Gift Officers?