Aspire Research Group

Group Coaching Call
2024-12-03 12:00 - 13:00 (America/New_York) | Zoom
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 hour before the call. However, we encourage you to block out the times and dates on your calendar to ensure you can attend.
Access to these coaching calls does not apply to individual Master Class or Workshop purchases.

Backstage Tour of the Institute
2025-01-16 12:00 - 13:00 | Webinar
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 topics for 2025, the 4 learning pathways, and new ways to navigate and communicate.

Group Coaching Call
2025-02-06 12:00 - 13:00, 2025-03-06 12:00 - 13:00, 2025-04-02 12:00 - 13:00, 2025-05-01 12:00 - 13:00, 2025-06-10 12:00 - 13:00, 2025-07-10 12:00 - 13:00, 2025-08-07 12:00 - 13:00, 2025-09-09 12:00 - 13:00 and 3 more dates | Zoom
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 hour before the call. However, we encourage you to block out the times and dates on your calendar to ensure you can attend.
Access to these coaching calls does not apply to individual Workshop or Bundle purchases.

Introduction to Public Companies
2025-02-13 12:00 - 13:30 | Zoom
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 an insider is, and how people actually make money at public companies. The live meeting will include a look at the Form DEF14A Proxy with a presentation, polls, and large group discussion.

Industry Practice Review: Prospect Profiles with Jen Filla
2025-02-20 13:00 - 14:00 | Shades of Green at Walt Disney World Resort, 1950 W Magnolia Palm Dr, Lake Buena Vista, FL, 32830, United States
Profiles are like denim: they never go out of style, are long-lasting, and yet they trend like fashion! Whether you are new to the profession or decades in, profiles are worth your attention. Jen Filla shares how her firm handles different profile levels, leading you through two roundtable discussions along the way. You get to connect with peers, ask questions, and share success stories.
After this session, participants will be able to:
1. Recognize how profile levels support different types of information needs for fundraising officers
2. Learn new approaches to researching and storing information depending upon the profile level
Includes printed handout for roundtable discussion

Identifying Prospects in Your Own Database: How to Find Prospects with Linkage, Interest and Ability
2025-03-05 08:00 - 10:00 | Northern Trust, 755 Beachland Boulevard, Vero Beach, FL, 32963, United States
If you have ever struggled to identify major and planned gift prospects or simply want to generate a solid call list to ask donors to upgrade their gift this year, join Jen Filla for a candid discussion on prospect identification. She will use the framework of linkage, interest, and ability to demonstrate how you can succeed at finding great prospects at any gift level.
Members: https://buytickets.at/irafp/1582905
Non-members: https://buytickets.at/irafp/1582908

The Inside Scoop on Insider Pay
2025-03-13 12:00 - 13:30 | Zoom
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 we will introduce the topic, provide a break-out room activity, and bring it home with large group discussion.

Researching Insiders During Economic Volatility
2025-03-20 12:00 - 13:00 | Webinar
When stock market values are jumping up and down like a toddler with a tantrum, should you be taking a different approach with prospect research? Probably! Join Jen Filla for some top tips on presenting stock information in a profile that helps prepare development officers to cultivate and solicit public company insider prospects when stock prices are volatile.

Communicating Insider Wealth
2025-04-10 12:00 - 13:30 | Zoom
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 workshop, you learn how to take the information from financial filings, summarize it in a profile and incorporate it into the capacity rating. At the live meeting, listen to a brief introduction to the topic, calculate capacity in a breakout session, and finish with large group discussion.

Career Insights
2025-04-25 10:30 - 17:30 | Iowa State University Foundation, 2505 University Blvd, Ames, IA, 50010, United States
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, as well as wealth accumulation, which may soon include a trillionaire’s list. Join Jen Filla for a grounding talk on how to stay current when there’s too much to know and how to identify the most important skills you need for career growth.
Apra Great Plains Member: $25.00
Non-member: $65.00

Suspect – Prospect – Donor! Demystifying Prospect Research for Major Gift Success from Identification to Gift
2025-04-28 15:00 - 16:15 | Seattle Convention Center, 900 Pine St, Seattle, WA, 98101, United States
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 work your way through the solicitation cycle to gift.

Trends in Information Technology and AI
2025-06-27 15:00 - 16:00 | Omni William Penn Hotel, 530 William Penn Place, Pittsburgh, PA, 15219, United States
Predictive A.I. has been changing the data landscape for major gifts. Join Jen Filla for a lively discussion on how information technology is evolving with AI in the field of research and prospect management. She will define and explain the technology currently available and then cover the trends toward company consolidation, improvements in data analysis, and the disconnect between fundraising practice and software sales.
*Earn CFRE credits

Move Major Gifts Faster with RPM
2025-07-08 12:00 - 13:00 | Michael’s On East, 1212 S. East Avenue, Sarasota, FL, 34239, United States
Whether you are a development department of one or major gift team of ten, moving major gifts faster follows the same train tracks. Jen Filla takes you on a ride to discover how Research and Prospect Management (RPM) moves you faster down the tracks and how to avoid common pitfalls. Walk away with a framework you can use to better design and implement RPM in your development department.
After this session, participants will be able to:
1. Explain how prospect identification fits into the major gifts program
2. Recognize how qualification becomes a bottleneck
3. Apply a prospect management framework to keep major gifts moving
(Qualifies for 1 CFRE credit)
AFP Members $35.00
Non-Members $39.00

Identifying Corporate Structures Workshop
2025-07-17 12:00 - 13:00 | Zoom
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 will illuminate incorporation records, tell the private company story, and let you practice with quizzes. The live meeting will include a brief introduction to the topic and send you searching to find a nonprofit and a for-profit incorporation record with live polls and a large group discussion.

Assessing Private Company Purpose Workshop
2025-08-14 12:00 - 13:00 | Zoom
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 with quizzes and practice with different types of companies. At the live workshop meeting be prepared to put the pieces together on a real prospect in a breakout session.

Types of Corporate Giving Workshop
2025-09-16 12:00 - 13:00 | Zoom
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 present recommendations for corporate outreach strategy.

Hiring Your First Major Gift Officer? Leverage Prospect Research!
2025-10-21 10:00 - 17:00 | Webinar
Jennifer Filla joins the Nonprofit Impact Summits: Gather for Growth where she will lead a powerful session titled “Hiring Your First Major Gift Officer? Leverage Prospect Research!” In this session, you’ll learn to discover how to leverage your database manager and proven prospect research techniques to kick start your new gift officer’s first portfolio.
With 70+ dynamic speakers across fundraising, marketing, programs, and leadership, this summit is your go-to resource for growth and innovation.
🗓️ 21 October 2025
🕐 2:30PM ET

Family Offices 101: What They Are and How They Manage Wealth
2025-11-04 13:00 - 14:00 | Webinar
As the ranks of the ultra-wealthy keep growing, family offices are on the rise. Come and discover what a family office is, how it affects philanthropy and gift capacity, and why you should care.

Due Diligence: Practice to Policy? Workshop
2025-11-13 12:00 - 13:00 | Zoom
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 Get:
On-demand online content: Step-by-step lessons plus our exclusive “Framework for Discussion” guide that you can immediately apply at your organization
Live workshop session:
Interactive peer discussions and real-world problem-solving with fellow professionals Whether you’re looking to strengthen existing processes or build due diligence capabilities from the ground up, you’ll leave with actionable strategies and the confidence to drive meaningful improvements in your organization.

Unmasking Prospects: Live Research Showdown with Generative A.I.—Love It or Hate It!
2025-11-19 11:00 - 12:00 | Webinar
Are you ready to challenge your assumptions and expand your toolkit?

In this high-energy session, you’ll witness real-time prospect research as our presenters put the brand-new DonorAtlas A.I. tool to the test—warts and wonders alike!

Come for the research, stay for the debate—leave with new strategies and a fresh perspective!
Wednesday, November 19 at 11:00 am Eastern Time

Register FREE Here
