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 words “prospect management,” it’s probably what they’re looking for. Work in small groups to tackle real-life scenarios with a framed approach.
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 fun refresher, learn research approaches that leverage the tools, but emphasize your curiosity and critical thinking. Get ready to research in small groups!
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 public companies work and how people actually make money from them can be confusing. This workshop explores the differences between public and private companies, what… Read More »Introduction to Public Companies
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 will help you understand how insiders are paid, examining equity and non-equity compensation and discussing different forms of insider compensation in-depth. In the live meeting… Read More »The Inside Scoop on Insider Pay
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
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
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
Evaluate various types of corporate giving for your prospect. Explore the complex world of corporate philanthropy and learn to identify the right giving opportunities for your organization. This workshop covers key types of corporate giving and includes interactive quizzes to test your knowledge, plus live discussions on research practices. Perfect for learning to research and… Read More »Types of Corporate Giving Workshop
Rethinking the Practice, Policy, and Purpose of Due Diligence Due diligence goes far beyond background checks—it's about building strategic research capabilities that protect and advance your organization's mission. This workshop equips you with frameworks and practical tools to elevate your due diligence process, leverage research effectively, and influence organizational change from any level. What You'll… Read More »Due Diligence: Practice to Policy? Workshop
Master the art of delivering insights that connect fundraisers with donors Does this sound familiar? A development officer tells you your prospect profile "wasn't very helpful" because it only included information they already knew. It's frustrating! Why request a profile at all if they already have the basics? Here's the truth: they're not looking for… Read More »Research as Strategy Workshop
Go Beyond Insiders to Find Hidden Wealth in Forms ADV and 13F You may be familiar with SEC filings for public company insiders, but did you know that ultra-wealthy prospects trigger other SEC filings as well—even if they have no public company insider status at all? Forms ADV and 13F can reveal family offices, investment… Read More »Beyond Insiders: Wealth in SEC Filings Workshop
Gift “Kapacity” Ratings in the K-Shaped Economy What if you're missing your biggest prospects because you're using the wrong measuring stick? Here's a wake-up call: In 2022, half of all principal gifts to colleges and universities came from people who never walked across the campus as students. As the K-shaped economy continues to concentrate wealth… Read More »K-Shaped Capacity Ratings Workshop