Educational Topics

• An overview of the role of prospect management
• Prospect management best practices, policies and guidelines
• Coding methods and systems for data management
• Prospect strategy development
• Making prospect management work
• Auditing your prospect pool
• Analyze and forecast using prospect management
• Using prospect management to evaluate accountability

Special Program
On October 2, attendees have the option of having lunch on their own or participating in a Relationship Management Special Program* featuring Gretchen M. Bataille, PhD, president of the University of North Texas. She will discuss relationship management from a CEO's perspective, provide insight about the needs and expectations of the CEO, and share advice and lessons learned from her experiences in relationship building with prospects and donors. Roundtable discussions will follow the presentation.

*Special program attendance requires an additional fee. Delegates are not required to register for the Advanced Relationship Management Symposium to attend the Relationship Management Special Program