Welcome
Kick off the event with a warm welcome from Apra volunteers.

Foundations of Due Diligence in Prospect Development
Explore the essential role of due diligence in prospect development with our session. Dive into Apra's Due Diligence Toolkit and discover how to effectively vet and screen potential donors to protect your organization's reputation.

Developing a Due Diligence Policy Process
This practical session will guide participants through the process of creating a comprehensive due diligence policy for their organization. We'll cover key components, stakeholder buy-in, and strategies for successful implementation and ongoing refinement.

Lunch

Tools and Techniques for Effective Due Diligence
Discover how to leverage specialized due diligence platforms and cutting-edge tools to enhance your vetting processes. We’ll explore practical techniques and share insights from the Apra Toolkit to help you efficiently assess potential donors and mitigate risks. Whether you’re new to due diligence or looking to refine your approach, this session will provide you with actionable strategies to make your due diligence practices more effective and streamlined.

Red Flags: Identifying and Assessing Potential Risks and Ethical Considerations in Due Diligence
Explore how behavioral patterns can be harnessed to continuously optimize prospect management through applied AI with Marianne Pelletier and Ruth Giles.

Collaborative and Organizational Approaches to Due Diligence
This session is designed to enhance your nonprofit’s due diligence practices through strategic collaboration and policy development. Learn how to effectively work with other departments to integrate due diligence into your organization’s processes. Discover best practices for involving your board in due diligence efforts and gain insights into developing and implementing a comprehensive due diligence policy. This session will provide you with practical strategies for fostering cross-departmental cooperation and ensuring robust, organization-wide due diligence.

Security and Compliance in Due Diligence
Explore essential security measures to protect sensitive data and learn how to differentiate and manage donor versus non-donor information with effective policies and practices. We will also address common concerns about mistrust and fear, offering realistic strategies to manage expectations and build confidence in your due diligence processes. Equip yourself with the knowledge to safeguard your organization’s data while maintaining transparency and trust.

Lunch

International and Advanced Due Diligence
This session will explore the unique challenges of conducting due diligence across international borders, including navigating diverse legal landscapes and cultural differences. Learn best practices for evaluating prospective donors from different countries, ensuring compliance with both local and international regulations. Gain practical insights on overcoming common obstacles and implementing effective due diligence strategies that maintain the integrity and reputation of your nonprofit on a global scale.

Practical Applications of AI in Prospect Development
Discover how AI can revolutionize prospect identification, enhance stewardship and outreach efforts, and integrate seamlessly into your CRM system. We will examine real-world use cases and provide practical guidance on leveraging AI to optimize your prospect development processes. Whether you're new to AI or looking to expand its application in your work, this session will equip you with actionable insights and strategies to harness AI effectively for your nonprofit's success.

Due Diligence: Looking Ahead
This session will provide a forward-looking perspective on the evolving landscape of due diligence practices. Examine the emerging trends and technologies that are shaping the field, including the role of artificial intelligence and other innovations. Discover how these advancements can enhance your due diligence processes and address potential challenges. Join us for an insightful discussion on the future directions of due diligence, and gain practical strategies to stay ahead in an ever-changing environment.