Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
How to Communicate Public Company Compensation and Stock in Profiles Once you understand how a public company insider gets paid and owns stock, the next step is taking that information and determining a capacity rating. How do you take all that complexity and convey it in a profile and a rating? In Communicating Insider Wealth… Read More »Communicating Insider Wealth
Do you feel like you are constantly missing out on the latest software, technique, or skill? Do you worry whether you should be taking coding courses or learn how to read public company financial statements or something else? Our profession is deeply impacted by information technology, which innovates and changes at a lightning fast pace,… Read More »Career Insights
Whether you are managing a major gifts team or are a solo development director, prospect research can turn the chaos of data and information into smooth processes that help you close more major gifts. In this session, you will discover how to use the right amount of research (and researcher!) at the right time to… Read More »Suspect – Prospect – Donor! Demystifying Prospect Research for Major Gift Success from Identification to Gift
Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
Predictive A.I. has been changing the data landscape for major gifts. *Earn CFRE credits
Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
Find out what the incorporation structure is telling you. The devil is in the details and sometimes that is exactly the scenario when it comes to incorporated entities. It’s easy to get confused by search results and it’s even easier to get frustrated when ownership is something you can only speculate about. This online workshop… Read More »Identifying Corporate Structures Workshop
Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
Evaluate corporate purpose to assess wealth potential. Not all companies are created equal. If you’ve ever struggled with evaluating your prospect’s wealth you know what I’m talking about! In this workshop you learn to assess the purpose of a company, where it fits in its industry, and put your prospect in context. Test your knowledge… Read More »Assessing Private Company Purpose Workshop
Monthly group coaching calls are open to Research Asset Members and those who have purchased and are currently enrolled in a course. Coaching calls are a safe, judge-free space where you can talk freely, ask questions, and receive mentoring without being recorded. We send reminder emails with the Zoom link access the day before and an… Read More »Group Coaching Call
