Communicating Insider Wealth
2025-04-10 12:00 - 13:30 (America/New_York) | 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.

Group Coaching Call
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, 2025-10-09 12:00 - 13:00, 2025-11-06 12:00 - 13:00, 2025-12-09 12:00 - 13:00 and 4 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.

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

Step Behind the Scenes in 2026: Your Guide to Prospect Research Success!
2026-01-08 12:00 - 13:00
Kick off 2026 with a fresh perspective!
Whether you’re new to the Prospect Research Institute or a long-time participant, join Jen Filla for an exclusive backstage tour. Discover how memberships, on-demand courses, workshops, group coaching, and more come together for an exceptional learning experience!
Thursday, January 8, 2026
12:00pm-1:00pm New York | 9am California | 6pm Switzerland | 10:30pm India
FREE Webinar

SEC Filings: Keeping it data current with or without AI
2026-01-15 12:00 - 13:00
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

The Prospect Research Live Challenge: Race, Vote, and Win Better Prospects with AI
2026-02-11 13:00 - 14:00 | Webinar
Are you bogged down with researching new prospects for assignment? Wish you could find creative, new ways to identify prospects? Join Jen Filla and Will Schrepferman for an interactive prospect research challenge where YOU call the shots! We’ll race to uncover the clues to compelling new prospects, then put key decisions to a live vote: Which criteria define a best prospect? Which family foundation is the perfect fit for our scenario?
What to expect:

Real-time voting - Help us choose the criteria and family foundation we’ll research live

Live DonorAtlas demo - Watch Jen build an early-stage prospect profile in minutes on the prospect YOU select

Active community chat - Share your tips, tricks, and questions as we go

AI-powered takeaways - Get a summary of the webinar chat with audience insights delivered post-webinar

Whether you’re drowning in prospect lists or struggling to find fresh angles, this hands-on session offers practical strategies you can use immediately to work smarter, not harder. Come ready to participate, share your best research hacks, and maybe pick up a few new ones!
Register Now: https://caresearchers.starchapter.com/meetinginfo.php?id=63&ts=1763500273
$0.00 Member Registration
$25.00 Non-Member Registration

APRA FL 2026 Conference: Prospect Development Going for Gold
2026-02-26 08:00 - 17:00 | Embassy Suites Jacksonville Baymeadows, Jacksonville, United States
Panel Discussion: Prospect Development Tips and Tricks
Jen Filla joins fellow panelist, Aisha Maddox of Rollins College, and Jose Osorno of University of South Carolina, to discuss Prospect Development Tips and Tricks at Apra Florida 2026 Annual Conference. This year’s conference will highlight emerging trends, innovative strategies, and new opportunities shaping the future of Prospect Development. Attendees will gain valuable insights to enhance operations, stay ahead of organizational trends, and connect with peers and leaders from diverse institutions across Florida and beyond.
Register Now! https://www.aprafl.org/2026-apra-fl-conference

Research as Strategy Workshop
2026-03-17 13:00 - 14:00 | Zoom
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 more data. They’re looking for strategic direction—and they hoped your research would unlock it.
This workshop will transform how you approach prospect research by teaching you to think and communicate strategically. You’ll learn how to embed actionable strategy insights directly into your profiles and how to partner with development officers in conversations that showcase your research superpowers.
What to Expect:
During the live session, Jen will step into the role of development officer and guide you through real-world scenarios. You’ll practice being a strategic research partner, applying the frameworks and techniques from the workshop materials in a safe, interactive environment.

Beyond Insiders: Wealth in SEC Filings Workshop
2026-04-21 12:00 - 13:00 | Zoom
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 advisory firms, and 9-figure stock portfolios. But here’s the good news: you don’t need to become a securities expert to use them. In this workshop, you’ll learn exactly which sections to read, how to calculate total wealth from the numbers you find, and get ready-to-use language to confidently present your findings.
What You’ll Learn:

How to recognize the scenarios that might trigger SEC filings – beyond insider status
How to search and interpret Form ADV for your prospect
A practical method to calculate total investable assets from Form 13F
Sample language to communicate findings to gift officers

How to incorporate SEC filing data into your capacity rating
