Fundamentals Committee

Charge/Responsibility: In accordance with established bylaws, policies, and procedures, the Fundamentals Committee maintains and administers in-person and virtual foundational prospect development curriculum. The Committee’s strategies and tactics may vary year-by-year as directed by the Board of Directors, in consideration of the Apra Strategic Plan and educational needs.

You can find more information on Apra Fundamentals: Prospect Research here and on Apra Fundamentals: Relationship Management here.

Term of Service: Fundamentals Faculty (aka committee members) are expected to commit to the program for two years. They are expected to be involved in all program offerings across the three primary knowledge domains of prospect research, relationship management, and data science during that two-year commitment, including any virtual or in-person offerings. Throughout the year, the faculty are expected to participate in creating or updating course content as needed based on industry updates and participant feedback. They are also expected to maintain the virtual community with engaging prompts for discussion, especially in the weeks leading up to a course offering.

Time Commitment: The Fundamentals Committee typically meets for approximately 1 hour monthly, virtually, and may meet more frequently as needed. 

Chair, Vice Chair, Board Liaison, and all Fundamentals Committee members are required to attend and/or present during all Apra Fundamentals events. Additional time will be needed to prepare materials, answer emails, and prepare for the event.  

Chair of Committee: The Chair oversees all activities of the Committee across all existing fundamentals courses and works with faculty to accomplish Committee and any Subcommittee or Task Force objectives, as well as set and manage priorities, deadlines, and timelines related to the charge and responsibility of the Committee. They will participate as faculty. Key responsibilities of the Chair include:
● Recruiting faculty members for the Fundamental Courses, including individuals who may be recommended by Apra Board and Staff, as well as Apra members who have self-identified. Consideration will be given to maintaining a diverse representation, both demographically and professionally, in alignment with Apra’s Diversity and Inclusion Statement of Principles.
● Set the agenda for committee meetings
● Lead the committee meetings
● Determine the division of responsibilities
● Advise staff on decisions and direction for specific program areas, projects, or initiatives
● Prepare Key Performance Indicators (KPIs), reports submitted to the Board
● Monitor activities being carried out by the faculty members
● Provide guidance, mentoring, and support to the faculty members
● Communicate with faculty members, Apra Staff, other Apra volunteers, and the Apra Board as needed

Vice Chair of Committee: The Vice Chair shall support the activities of the chair and be ready to take over in the event that the chair can no longer perform their role. They will participate as faculty in the fundamental courses. The vice chair prepares to succeed as chair in the subsequent year, as outlined in Apra’s Policies & Procedures.

Board Liaison: The Board Liaison works with the Fundamentals Chair to accomplish the charges of the Board and execute a successful Fundamentals Course. The Liaison serves as a regular, voting member of the Committee. The Liaison recommends and provides input to the Fundamentals Chair, Vice Chair, and Faculty.

Committee Members:
The Fundamentals Committee for each course is generally composed of a Chair, Vice Chair, and Board Liaison, 1-2 Staff Liaisons, and typically 6-9 additional non-board Faculty Members. 

Applicable Policies and Procedures:
● Apra Bylaws
● Apra Policies and Procedures
● Apra Conflict of Interest Policy
● Apra Diversity and Inclusion Statement of Principals

 
Chair: Lindsay Rogillio | Director of Prospect Development & Analytics, The Colonial Williamsburg Foundation

Vice Chair: Cynthia Mikimoto|  Associate Director of Prospect Management, Caltech

Board Liaison: Catherine Flaatten | Associate Vice President of Prospect Development, BWF

Priya Balachandran | Prospect Research and Management Specialist, Northern Illinois Food Bank

Don  Irwin | Sr Manager of Development Data and Research, Lutheran Social Service of Minnesota

Tayler Lee | Director of Pipeline & Prospect Strategy, NC State University, College of Agriculture and Life Sciences

Rachael Walker | Donor Strategy Manager, St. Luke's Health Foundation

Sarah  Cadbury | Executive Director of Prospect Research and Management, Temple University

Karin McDowell | Director of Prospect Research. BWF