2010 annual membership meeting
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2010 Annual Membership Meeting. Friday, July 23 Anaheim, California. Welcome to the 23rd Annual International Conference. Deborah Mueller 2009–2010 APRA President. Annual Membership Meeting. Successes of the past year Articulate vision for the future 2009 Awards - PowerPoint PPT PresentationTRANSCRIPT
2010 Annual Membership Meeting
Friday, July 23Anaheim, California
Welcome to the 23rd Annual International Conference
Deborah Mueller2009–2010 APRA President
Annual Membership Meeting• Successes of the past year• Articulate vision for the future• 2009 Awards
APRA is your Partner in Fundraising…
APRA is about YOU!
Visit the Exhibit Hall
Open today until 2:30pm
Passport to Prizes Drawing at 2:00pm! Remember: You must be present to win.
APRA Thanks OurVolunteers and Chapters
APRA’s strength is its community…
Awards Committee
• Michael Quevli, Target Analytics, a Blackbaud Company, Chair• Brenda Brugger, University of Arkansas• Sandra Campero, ASU Foundation• Sharla Donohue, Courage Center• David Lawson, WorkingPhilanthropy.com• Jennifer Ting, University of Michigan• Dori Watanabe, University of California-Irvine
Connections Editorial Committee
• Sharon McAndrews, Carnegie Mellon University, Editor• David Robertson, Jr., Syracuse University• Mary Jamieson Dee, Florida State University Foundation• Sarah Conner-Smith, Feeding America• Troy Smith, Wake Forest University• Valerie Anastasio, The Helen Brown Group LLC• Andrea Balzano, Cornell University
Education and Professional Development Committee
• Kelly Gieser, Hazelden Foundation, Chair• Elizabeth Dollhopf Brown, University of Rochester• Diana Joyce, The University of Chicago• Amy J. Minton, Bowdoin College• Deborah Reinhardt-Youmans, Le Moyne College• Deb Westerland, Mayo Foundation
Ethics Committee
• David Eberly, Children's Hospital Trust, Chair• Lisa Howley, Johns Hopkins Institutions• Steve Knight, WealthEngine• Lynn Lazar, William Paterson University• Kim Pace, EARTH University Foundation• Kate Fultz Hollis, University of California, Los Angeles
Executive and Finance Committee
• Deborah Mueller, Minnesota Medical Foundation at the University of Minnesota
• Robert Scott, Massachusetts Institute of Technology • Michael Quevli, Target Analytics, a Blackbaud Company • Lisa Howley, Johns Hopkins Institutions • Elizabeth Crabtree, Brown University
Governance Committee
• Karen Stitsworth, St. Olaf College, Chair• Elizabeth Crabtree, Brown University• Deborah Mueller, Minnesota Medical Foundation at the University of
Minnesota • Robert Scott, Massachusetts Institute of Technology • Julie Sutter, APRA headquarters, ex-officio
MARC Committee
• Ann Coleman, Johns Hopkins Institutions, Co-Chair• Shelby Kloures Radcliffe, Bucknell University, Co-Chair• Melissa Chappell Burns, The Wharton School of The University of
Pennsylvania• Sarah Parnum Cadbury, La Salle University• Jennifer Falcon, Saint Joseph's University• Surojnie Hodgins, Princeton University Office of Development
Research• Michelle Imm, Bucknell University• Patricia Phillips, Ursinus College• Jane Price, Franklin & Marshall College• Alison Sommers-Sayre, Princeton University• Amy Spears, Princeton University Office of Development Research
Marketing Committee
• Susan Faraone, Illinois Institute of Technology, Chair• David Lawson, WorkingPhilanthropy.com• Jay Frost, DonorSearch.net• Jill Meister, The Williston Northhampton School• Mark DeFilippis, The Nature Conservancy
Membership Campaign Sub-Committee
• Shelby Radcliffe, Bucknell University, Chair• Helen Brown, The Helen Brown Group LLC, Board Liaison• Joshua Birkholz, Bentz Whaley Flessner• Mark Egge, Carleton College• Tara McMullen, MIT• Pamela Smith, University of Missouri
Nominations & Leadership Development Committee
• Elizabeth Crabtree, Brown University, Chair• Mark DeFilippis, The Nature Conservancy• David Eberly, Children’s Hospital Trust• Ali McLane, Dini Partners• Pamela Poland, Pamela Poland + Associates• James Rygg, City of Hope
Leaders from APRA’s 28 Chapters
APRA-Arizona APRA-Arkansas CARA APRA-CanadaCAPRA CPRAAPRA-Metro DC APRA-FloridaAPRA-Georgia Great Plains-APRAAPRA-Greater Houston APRA-IllinoisAPRA-Indiana APRA-Maryland APRA-Michigan APRA-Mid SouthAPRA-Minnesota APRA-MO/KANNEDRA APRA-Greater New York APRA-Upstate New York APRA-NorthwestOPRN-Ohio PREP/APRAAPRA-Southwest APRA-UtahAPRA-Virginia APRA-Wisconsin
Conference Executive Committee
• Deborah Mueller, Minnesota Medical Foundation at the University of Minnesota
• Elizabeth Dollhopf-Brown, University of Rochester• Kelly Gieser, Hazelden Foundation• Rob Scott, Massachusetts Institute of Technology• Michael Quevli, Target Analytics, a Blackbaud Company
Conference Curriculum Committee
• Elizabeth Dollhopf-Brown, University of Rochester, Chair• Amy Begg, Harvard University• Tari Caldwell, The Nature Conservancy• David Robertson, Jr., Syracuse University• Jill Meister, The Williston Northampton School• Michelle Whitney, Robin Hood• Mike Foote, Dartmouth College• Rob Boley, Wright State University• Michael Seymour
Conference Volunteer and Hospitality Committees
Volunteer Co-Chairs• Suzanne Szalay, University of Southern California • Dennis Petticoffer, Chapman University
Hospitality Co-Chairs• Dori Watanabe, University of California, Irvine • Cristi Hendry, University of California, Riverside
International Conference Volunteers
• More than 65 onsite volunteers dedicated to making the 2010 Conference meaningful, educational — and fun!
APRA gratefully acknowledges all 2010 volunteers!
Check out volunteer opportunities at www.aprahome.org.
(click on ‘Community’)
2010 Conference Chair
Elizabeth Dollhopf-BrownUniversity of Rochester
Conference Update
• Registration> More than 650 total attendees> 29% are first-time attendees> 10 international attendees from Australia, Ireland and the United
Kingdom• 10 pre-conference workshops • New Researchers’ Symposium• Leadership and Management seminar • Data Analytics Symposium• More than 45 sessions in nine tracks
Thank You to Our Conference Speakers! Ofelia Alayeto
Tricia Ambler
Melissa Bank Stepno
Joshua Birkholz
John Blackwell
Helen Brown
Chris Cannon
Dori Cavala
Kate Chamberlain
Linlin Chen
Betsy Cooper
Elizabeth Crabtree
Sarah Daly
Tracy DeCanio
James DeLauro
Elizabeth Dollhopf-Brown
Brian Dowling
Sara Edwards Asuncion
Nancy Ellis Taylor
Susan Faraone
Heather Flannagan
Kelly Gieser
Tony Glowacki
Cheryl Gustitus
Kathy Hagerman
Cristian Hamilton
Hodan Hassan
Stacie Haugen
Lawrence Henze
Lori Hood Lawson
Lisa Howley
Erin Hoyle
Sameer Kasargod
Kathleen Kasdorf
Terence Kissack
Shelby Kloures Radcliffe
Jennifer Knutzen
Deborah L. Mueller
Randy Lakeman
David Lamb
David Lawson
Ilana Lester Moreno
Geoff Little
Claudia Looney
James K. Looney
Dan Lowman
Jennifer MacCormack
Kevin MacDonell
Chuck McClenon
Elizabeth McHugh
Mark McLane
Elana Mendelson
Deborah Mueller
Amy New
Caroline Oblack
Greg O'Neall
Jeffrey Ouellette
Michelle Paladino
Jeanne Pecha
Marianne Pelletier
Pamela Poland
Karen Prater
Michael Quevli
Deborah Reinhardt Youmans
David E. Robertson, Jr.
James Rygg
Carmela S. Kranz
Chris Sar
Rob Scott
Jennifer Shultz
Eric Siegel
Carol Sisk
Kristin Skarie
Pamela Skyrme
Kelly Southall
Marilyn Spores
Natalie Spring
Marnie Steeves
Carley Stuber
Cathy Terrones
Lisa Tersigni
Amy Walling
Gary Walling
Janet Weimar
Brian Wenke
Michele Whitney
Pamela Zoltowicz
Armando Zumaya
Make the Most of Your Conference Experience!
• Sessions include experience level indicators
> Fundamental> Intermediate> Advanced
• Visit the Exhibit Hall and attend vendor seminars
APRA’s Commitment to Corporate Social Responsibility
APRA’s Green Initiative Continues! • Online handouts• Marriott’s paper recycling system• Reusable water bottles
APRA is donating Marriott rewards points to the Children’s Miracle Network!• You can donate your points to a charitable organization, too! Learn
more in your pre-trip or post-conference emails!
Thank you for being part of APRA’s community!
We are grateful for your attendance
at this year’s conference!
Thank you, Elizabeth and all
conference volunteers!
Conference Volunteer Raffle
Congratulations to our Winners!
Kimberly Bellora
Sandra Campero
Stop by the registration desk to pick up your gift cards!
2010 Annual Membership Meeting
Call to Order
2009 Membership Meeting MinutesJuly 30, 2009 in Boston, MA
1. Call to Order• The meeting was called to order by President Elizabeth Crabtree at 12:00pm ET.2. President’s Report• Crabtree highlighted some of APRA’s successes during 2008–2009.• She also reported about some of the strategic plans the APRA Board had determined for the upcoming year.3. Treasurer’s Report• Cannon presented an overview of APRA finances from the past year.4. Awards Presentation• Award recipients announced and recognized:
> Distinguished Service Award (sponsored by Bentz Whaley Flessner)David Lawson, WorkingPhilanthropy.com
> Professional of the Year (sponsored by WealthEngine)Jennifer Ting, University of Michigan
> APRA ScholarshipSharla Donohue, Courage Center
5. 2008-2009 Board of Directors• The incoming board of directors and officers were announced.6. Retiring Board Member Recognition• Incoming President Deborah Mueller thanked Elizabeth Crabtree for her service to APRA as outgoing president. In addition, outgoing board
members Christopher Cannon, David Eberly and David Shanton were recognized. 7. Adjournment• The meeting was adjourned at 2:00pm.
2010 Annual Membership Meeting
Finance and Investment Report
Michael QuevliAPRA Treasurer
2009 Financial Report and 2010 Budget
• 2009 Operating Revenue = approximately $1,010,000• 2009 Operating Expenses = approximately $1,161,000
• 2010 Budgeted Revenue = $937,000 (7.2% decrease)• 2010 Budgeted Expense = $1,072,000 (7.7% decrease)
APRA reserve funds are covering some operational expenses in 2010.
We expect to begin replenishing reserves in 2011.
2009 Revenue Sources 2009 Major Expenses
Conference: 50%Membership Dues: 30%Symposia: 9%MARC: 4%Virtual Seminars: 2%All Other: 5%
Conference: 44%Management/General: 23%Symposia: 6%Web site: 6%Board: 4%MARC: 3%Virtual Seminars: 2%Connections: 2%Marketing/Branding: 1%Other: 9%
Moving forward
• Examine diversification of revenue streams
• Savings realized > Electronic communications
> Creating new approaches to conference programming
> Utilizing virtual meetings
> Opportunities to partner with peer associations
Education and Membership Reports
Kelly GieserAPRA Board of Directors
Helen BrownAPRA Board of Directors
Education and Professional Development
• Launched the new Online Education and Training Center
> Responsive to many organizations’ changing needs and training budgets
> Create your own personalized education program
• Mid-Atlantic Researchers Conference held in June 2010 at University of Pennsylvania
• Developed and launched seven new online recorded webcasts
APRA has provided education to more than 1,600 people in the past 12 months!
Member Services
• Thanks to GG&A for extending DonorScape offer to APRA members through March of 2011
• Partnership on programs with AFP and CASE V to extend discounted access to education
• Created and launched a new, enhanced online member directory
Membership Dues Increase
• Task Force reviewed current dues rate and the services provided under it
• First dues increase in at least five years
Current dues: $150 for individual
2011 dues: $195 for individual beginning January 1, 2011
**Savings incentive: $175 for individual until December 31, 2010
APRA Partnerships
AIIP
• Effective July 15, 2010
• APRA members receive discounted AIIP membership and offerings
• Particular value to APRA members who are business owners
AASP
• Developing best practices for prospect development
• Visit wiki on APRA’s web site and share feedback
• Questions? Contact Hodan Hassan
Keeping up the Momentum
2009–2011 Strategic Plan• Growth• Education• Membership• Chapters• Volunteer Development
Priorities and Initiatives
Rob ScottAPRA President-Elect
Moving the Strategic Plan into 2011
Focus on APRA volunteers• Committee roles and definitions better defined
> Ensures volunteer time is well spent> Ensures committees work effectively and stay focused on APRA
strategies
• New online volunteer questionnaire> Available through your member profile on www.aprahome.org> Members can indicate volunteer opportunities of interest to them> APRA will have a more robust and ongoing collection of potential
volunteers
Interested in becoming an APRA volunteer? Visit your member profile and fill in your areas of interest!
Moving the Strategic Plan into 2011
Being responsive to your needs
• Develop more robust and on-demand online learning opportunities
• WealthEngine to host series of complimentary webcasts for APRA members
> Get more info on www.aprahome.org or in APRA Update
• Target Analytics will again host exclusive webcast for members
• Live and recorded campaign management sessions from AFP
• CASE V workshop this December in Chicago
Moving the Strategic Plan into 2011
Focus on Education and Membership
• Enhancing Connections as a training tool
• Maximize online learning opportunities
• Provide strong support for MARC
• Increase engagement of PRSPCT-L community
Stay engaged and leverage the value
of APRA in your day-to-day work!
2010 APRA Awards
Michael QuevliChair, Awards Committee
APRA Scholarship
• Cover full conference registration • Open to all APRA members who work at least 50 percent in
fundraising research• Honors an individual who has contributed exceptional service to
the profession
2010 APRA Scholarship Recipient
Tyler NixUniversity of Arkansas
Office of Development
APRA Professional of the Year
• Established in 1999
• Open to all APRA members
• Recognizes accomplishments and outstanding skills of an
up-and-coming fundraising professional
Sponsored by:
APRA Professional of the Year Award
Tony GlowackiPresident and CEO
2010 APRA Professional of the Year
Audrey Geoffroy University of Florida Foundation
APRA Distinguished Service Award
• Established in 1990
• Open to all APRA members
• Honors an individual who has contributed exceptional service to the fundraising research profession
Sponsored by:
APRA Distinguished Service Award
Chris Cannon
2010 Distinguished Service Award
Karen Greene
President of Operations and Services
Arizona State University Foundation
Congratulations, 2010 Award Recipients!
Retiring Board Members
Lisa Howley
Johns Hopkins University
Helen Brown
The Helen Brown Group LLC
Elizabeth Crabtree
Brown University
Nominations and Leadership Development Committee Report
Deborah MuellerAPRA President
2010 Election Results
Slate:• Rob Scott, President• Michael Quevli, President-elect• Kelly Gieser, Treasurer• Hodan Hassan, Secretary• Deborah Mueller, Immediate Past President• Elizabeth Dollhopf-Brown, Director • Tom Hampsey, Director• Karen Isble, Director
Slate received overwhelming approval.
2010–2011 Board of Directors
• Rob Scott, President• Michael Quevli, President-elect• Kelly Gieser, Treasurer• Hodan Hassan, Secretary • Deborah Mueller, Immediate Past President• Susan Faraone, Director • Deborah Reinhardt-Youmans, Director • James Rygg, Director• Karen Stitsworth, Director• Elizabeth Dollhopf-Brown, Director • Tom Hampsey, Director• Karen Isble, Director
2010–2011 APRA President
Rob ScottMassachusetts Institute
of Technology
2009–2010 APRA President
Deborah MuellerMinnesota Medical Foundation
University of Minnesota
We will work together to envision the future…
exemplifying APRA’s mission in new and
exciting ways!
2011 Conference Curriculum Committee
• Jill Meister, The Williston North Hampton School, Chair• Sandra Campero, Arizona State University Foundation• Lauren Dixson, Iowa State Foundation• Stacie Haugen, Children’s Hospitals and Clinics of Minnesota• Megan Heister, Lehman College• Jennifer MacCormack, University of Washington• Ali McLane, Dini Partners• Marianne Pelletier, Cornell University• Chris Pipkins, James Madison University
Save the Date!
24th Annual International ConferenceJuly 27–30, 2011
Hilton AustinAustin, Texas
See you next year!
Adjournment
Thank you for attending!