Prospect screenings remain a powerful tool for identifying major gift prospects. Learn various approaches, practice identifying prospects with a sample results file in small groups, and discuss tactics for mitigating… Read More »Prospect ID with Screenings
Especially when you are a solo researcher, it is challenging to go from ground zero and ramp up a prospect research program. Even when the development team isn’t using the… Read More »Stepping Into Prospect Management
In this world of A.I., automation, and research tools, what’s the real difference between what the tool provides and what we research professionals do? Whether you’re new or want a… Read More »Profiles vs. Screenings
Whether you are new to the Prospect Research Institute or have participated for years, join Jen Filla for a backstage tour at the Institute. Jen will cover the 3 top… Read More »Backstage Tour of the Institute
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… Read More »Group Coaching Call
What Are Public Companies and How Does the Stock Market Generate Wealth? The stock market is like the heart of the business world here in the US. But understanding how… Read More »Introduction to Public Companies
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… Read More »Group Coaching Call
How are insiders at public companies compensated? Figuring out compensation for public company insiders can be really difficult. Digging into Proxy Statements and Form 4s can seem labyrinthine. This workshop… Read More »The Inside Scoop on Insider Pay
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… 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… Read More »Communicating Insider Wealth
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… 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… Read More »Group Coaching Call