Ohio Prospect Research Network
Established 1987 - Apra Ohio Chapter

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  • Virtual Roundtable: Strategic Portfolio Meetings

Virtual Roundtable: Strategic Portfolio Meetings

  • October 20, 2022
  • 11:00 AM - 12:00 PM
  • At Your Desk


Registration is closed

Are strategic portfolio meetings a waste of everyone’s time? We don’t think so . . . 

Join us to discuss strategies to optimize portfolio strategy meetings between prospect management and frontline fundraisers. 

  • Cadence and attendees for meetings
  • Agenda items and preparatory work necessary to run an effective and efficient meeting
  • Reports and/or analytics that are leveraged to keep your teams on track
  • Fundraiser productivity check-in or leave that to their supervisor?

Host(s): Tim Bucher, BWF; and Megan Tope, Northeast Ohio Medical University. 

Registration deadline: 10/18/22.

A meeting link will be sent 10/19/22.

This roundtable will not be recorded. 

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