Virtual Roundtable: Strategic Portfolio Meetings

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.

Replace this text with your copyright information and address.

"Place your organization name here" is a 501(c)6 non-profit organization. Michigan , P.O. Box 1234, South Lyon, MI 123456