SEC Filings: Keeping it data current with or without AI

Whether you are trying to present public company insider holdings in a profile or providing routine updates on top donors and trustees, getting your prospect’s current equity holdings is not a simple matter. But it could be a lot simpler!

Join Jen Filla and Elise Lynch on the journey between the Proxy Statement and the Form 4, using AI – or not using AI. They will present some common fundraising scenarios, recommend how to present the information effectively, and demonstrate how to navigate SEC filings.

Register Now: https://www.aprafl.org/events/sec-filings-keeping-it-data-current-with-or-without-ai