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AI Roundtable Series 

The Prospect Research Institute’s AI Roundtable Series brings together fundraising research and prospect management professionals for candid, peer-driven conversations about artificial intelligence in our field. 

This five-part series is a space where there are no experts at the front of the room — just colleagues thinking through the same questions you are. Each roundtable is designed for equal, open dialogue where every voice matters and no one is selling anything. 

What to expect: Before each session, your facilitator shares a resource to help frame the conversation. During the roundtable, they ensure everyone has room to contribute — not just the loudest voices in the room. Afterward, you receive a written summary of key takeaways and ideas. Sessions are not recorded, supporting a candid and comfortable exchange. (A transcript is generated by the facilitator solely to assist with notetaking.) 

  • Each session is one hour.  

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What you’ll walk away with: 

  • A clearer picture of how peers and their organizations are actually approaching AI — the experiments, the hesitations, and the wins 
  • Practical ideas and techniques for using generative AI in fundraising research that you can put to work right away 
  • A meaningful connection with colleagues who are navigating the same landscape 

Whether you’re actively experimenting with AI tools or just starting to figure out where to begin, this series meets you where you are. 

Apra FL members can apply for three fully-paid scholarship seats with application – registration opening soon

Series details:  

There will be two cohorts to make live discussion actually workable across time zones: 

  • Cohort A (US-friendly): timed for Eastern–Pacific hours 
  • Cohort B (Asia Pacific-friendly): timed for India, Australia, and New Zealand 

Pick whichever slot you can actually show up for — it’s about the clock, not where you live.  

There is a maximum of 10 participants per cohort. If you miss the first offering, sign up for the wait list and we will offer a second cohort when there are enough participants. 

Dates: 
Five sessions. Real conversations. No pressure.

Tue, 15 Sep 2026 at: 1pm ET | 9am India | 1:30pm Sydney AU | 3:30pm New Zealand

Wed, 14 Oct 2026 at 1pm ET | 8am India | 1:30pm Sydney AU | 3:30pm New Zealand

Thu, 12 Nov 2026 at 1pm ET | 8am India | 1:30pm Sydney AU | 3:30pm New Zealand

Tue, 12 Jan 2027 at 1pm ET | 8am India | 1:30pm Sydney AU | 3:30pm New Zealand

Wed, 10 Feb 2027 at 1pm ET | 9am India | 2:30pm Sydney AU | 4:30pm New Zealand

$275 Non-members: $275 | Institute Members: $245
Join the Waitlist

Facilitators:

Jaime Kannan Lam
Research Director and Consultant, Aspire Research Group

She is passionate about aligning an organization’s strategic goals with their fundraising priorities, research needs, and fundraising metrics.

Jaime has lived in Charlotte since 2019. A graduate of the American University, Jaime double majored in Communications and Sociology. In her spare time, she enjoys cooking, traveling, and reading.

Jacob Jose
Research Consultant, Aspire Research Group

Jacob Jose is prospecting lead at Aspire. He was introduced to prospect research when he was volunteering with Oxfam while in college. After graduating, he joined a global educational organization as a prospect researcher conducting research on donors in eight different countries. He has nearly ten years of experience in prospect research.

Jacob earned his bachelor’s degree in Economics from St. Stephen’s College. He enjoys cycling and listening to audiobooks in his spare time.

Prospect Research Institute

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Have questions? Email info@prospectresearchinstitute.org or give us a call at (727) 202-3405