Virtual Office Hours: Beyond the List - Strategic Portfolio Management that Works

Join us for a dynamic Virtual Office Hours session designed specifically for fundraising professionals looking to sharpen their strategies and tools.

Beyond the List: Strategic Portfolio Management That Works
Presented by Catherine Flaatten, Associate Vice President of Prospect Development at BWF

Portfolios aren’t just lists—they’re strategy in action. In this practical, insight-packed session, you’ll learn:

• How to choose between 1:1, 1:some, and 1:many portfolio structures across gift levels

• Tips to ensure portfolios are filled with the right number and type of prospects

• How to assess portfolio health through both activity and movement

• Ways to design portfolio management meetings your team will actually look forward to

Whether you're refining a current system or building from scratch, this session delivers real frameworks and takeaways you can use right away.

*This will be a recorded event