We’re Bringing Lance Balding Back for An Open Discussion on Portfolio Optimization

After the APRA FL conference in Jacksonville, attendees asked for more time to dive deeper into portfolio optimization with Lance Balding. We’re excited to bring him back for a 45-minute Open Discussion — an informal session where you can ask questions, share challenges, and explore real-world strategies. Bring your questions and scenarios!

About the Presenter: Lance Balding brings more than three decades of experience in financial services and fund development. Since 2014, he has served his alma mater, the University of Miami, first as a frontline fundraiser and now as a Senior Portfolio Optimization Analyst. In this role, he collaborates with eleven medical fundraisers to strengthen philanthropic outcomes through grateful patient strategy, prospect and donor portfolio management, research and data analysis, database stewardship, and dashboard and reporting development.