Ohio Prospect Research Network
Established 1987 - Apra Ohio Chapter

OPRN 2022 Annual Conference

May 5, 2022

The Crypto Craze: What It Means for Nonprofits and Their Accounting

Find out about why and how the cryptocurrency boom has impacted charitable giving. Also, discover how organizations can best engage with crypto-philanthropy and how it will affect both donors’ taxes and charities’ financial reporting.

Brian Mittendorf, PhD, CPA, Fisher Designated Professor of Accounting at The Ohio State University

Dr. Mittendorf specializes in nonprofit accounting and the role of accounting in supply chain management, and teaches courses on financial statements for nonprofit and governmental organizations at the undergraduate and graduate levels. Dr. Mittendorf has published over 60 articles in peer-reviewed academic journals, including The Accounting Review, Journal of Accounting and Economics, Management Science, and the RAND Journal of Economics. He has also been cited in many media outlets on nonprofit financial statements and philanthropic giving and is a three-time honoree of the Nonprofit Times Power and Influence Top 50. He holds a BBA in Accounting from Baylor University and a PhD in Accounting from The Ohio State University.

May 6, 2022

Is It Time to Consider a New Advancement CRM System?

Do you feel others are looking at new CRM systems and wonder if you should be too? You’re certainly not alone! It seems everyone’s beginning to replace old advancement databases with the new Customer Relationship Management (CRM) systems, but do you even know where to start? This session will review the newest generation of CRMs—their advantages, features and benefits—and why they’ve become so popular among our peers. We’ll discuss how to plan and execute a systems-procurement project of this magnitude and the daunting Request for Proposal (RFP) process. Other topics will include how to conduct effective vendor demonstrations, plus advice on one of the greatest challenges known to mankind: comparing vendor pricing proposals!

David Smittle, Senior Consultant, Strata Information Group

David Smittle is a senior consultant and advancement specialist with Strata Information Group (SIG). He’s been with SIG since 1987, after retiring from Ohio Northern University where he was the director of advancement service for over 30 years. SIG specializes in technical support, project-based IT consulting, managed services, business process analysis and new software procurement services. A leader in higher education services since 1987, SIG has hundreds of college and university clients in the United States, Asia and Europe. SIG is based in San Diego, California; Dave works from his home in Ada, Ohio. He is also a past-recipient of the OPRN Anne E. Mayer Distinguished Service Award.

Seeing Clearly Through Your Data: How the Latest Fundraising Tools Can Give You Powerful Insights

Join us for a discussion with Kristin Sours to learn how the next era of Artificial Intelligence can harness big data faster and more accurately than ever before, helping take your organization's fundraising efforts to the next level.

Learning Objectives - 

1.   Learn how the latest advances in AI provide new insights and speed never before available to the nonprofit sector. 

2.   Understand the value of big data and the tools that help organizations gain powerful insights into the real motivations of their donors.

3.   Understand how data science can pinpoint the exact motivations behind repeat donors and also identify individuals most likely to give for the first time.

Kristin Sours, DonorSearch

Kristin Sours is the Senior Director of Enterprise Sales at DonorSearch and has been with the company for 7+ years.  She loves working with non-profits and finding ways to help org's fundraise smarter.  She graduated from East Carolina University and lives in Maryland with her husband, daughter, dog, and cat.  In her past time, she's either doing yoga, paddle boarding or any outdoor activity!

Prospect Identification and Portfolio Assignment: A Collaborative Approach

Over the past two years at Kent State, the Prospect Research and Portfolio Development (PRPD) team have embarked on a new process to build a more collaborative relationship between the research team and gift officers. This new program impacts prospect identification, building portfolios and moving prospects through the philanthropic pipeline. Join us as we dive into an overview of the project, how it came about, how it was implemented and how it’s succeeding!

Kate Oberle Krouse, Senior Research Specialist, Kent State University

Kate Oberle Krouse is a senior research specialist at Kent State University. She has been with Kent State since 2016 but is also an alumni of Kent State graduating in 2013. As a member of the prospect research and portfolio development team at the university, Kate’s primary focus is on prospect research and identifying potential major gift donors. In addition, she serves as a partner in the area of portfolio development and prospect management. She has been a member of the OPRN Board of Trustees since January 2021.

Nichole Baker, Associate Director, Prospect Management & Portfolio Development, Kent State University

Nichole Baker is the Associate Director of Portfolio Development and Prospect Management at Kent State University. She joined the university in 2013 as a gift officer and has held numerous roles over her tenure including Senior Researcher and Principal Gifts Manager. In her current role, she oversees all portfolio development needs as well as all monitoring and reporting of those portfolios. In addition, she oversees data entry and management as it relates to gift officer activities and pipeline movement. Nichole has been a member of OPRN for her entire tenure at Kent State.

Questions?  Contact conference@oprn.org 

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