Group Coaching Call
2026-07-15 12:00 - 13:00, 2026-08-06 13:00 - 14:00, 2026-09-16 12:00 - 13:00, 2026-10-14 13:00 - 14:00, 2026-11-05 12:00 - 13:00, 2026-12-10 13:00 - 14:00 (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 Workshop or Bundle purchases.

Monkey in the Middle: A.I. Tug of War in Fundraising Research
2026-07-16 12:00 - 13:00 | Webinar
You’ve seen the debate play out. On one end of the rope: people convinced A.I. will upend everything we know about research and prospect management — for better or worse. On the other end: those equally certain it is the key to unlocking capacity, insight, and impact like we’ve never had before.
And there you are in the middle — trying to do your job well.
This session is for everyone on that rope. Whether you’re skeptical, all-in, or curiously somewhere in between, join Jen Filla for a candid, peer-driven conversation about what it actually looks like to navigate A.I. in fundraising research right now — not in theory, but in practice.
We’ll explore where caution is warranted, where opportunity is being left on the table, and how professionals across the spectrum are making decisions they feel good about. No hype. No fear-mongering. Just real talk and practical ideas you can take back to your desk
RSVP TODAY: https://www.aprafl.org/events/monkey-in-the-middle-a-i-tug-of-war-in-fundraising-research

Strategic Prospect Identification Workshop
2026-09-24 12:00 - 13:00 | Zoom
Document your strategies, standardize verification, and deliver prospects development officers will contact
Stop spinning your wheels identifying prospects that never get contacted.
Too many researchers waste time chasing myths about major gift prospect identification—using outdated approaches, relying on wealth screening alone, or drowning in data that never converts to conversations.
This workshop cuts through the noise and gives you a proven framework for proactive prospect identification that actually works. This workshop is not about how to find prospects. It is about how to document a variety of prospecting strategies, create consistency in your verification research, and deliver prospects development officers will actually want to contact.
Whether you’re flying solo or leading research at a complex institution, you’ll walk away with a fresh perspective on prospecting and practical tools you can implement immediately.
What’s included:

Video and written lessons you can complete at your own pace
A prospect ID assessment worksheet to evaluate and improve your current process (or create one)
Clear, actionable strategies that work for teams of any size

Ready to transform how you identify major gift prospects?

Registration link coming soon.

Smart Verification Framework Workshop
2026-10-20 13:00 - 14:00 | Zoom
Master the framework for smarter, faster prospect verification research that gets your DOs what they need.
Ever feel like you’re drowning in verification requests that could take hours—or even days—to resolve? In this hands-on workshop, you’ll discover a proven framework that helps you cut through the noise and deliver exactly what your development officers need, faster than ever.
We’ll explore real-world verification scenarios (from the straightforward to the “wait, what?”) and show you how to apply a systematic approach that saves time without sacrificing accuracy. You’ll pick up research shortcuts, learn to troubleshoot the most common development officer communication challenges, and leave with practical strategies you can use immediately.
What’s included:

Interactive online learning with built-in quizzes to test your skills
A downloadable framework job aid you’ll reference again and again
Homework exercises to practice your new techniques
Live group discussion and homework feedback

Whether you’re new to verification work or looking to level up your efficiency, this workshop will help you become the go-to researcher your team relies on.

Registration link coming soon.

Your Career Roadmap Workshop
2026-11-13 12:00 - 13:00 | Zoom
From promotions to pivots—explore what’s possible and build a plan to get to your dream job
Feeling stuck in your prospect research role? Wondering what’s next—or what else is even out there?
The truth is, the skills you’ve built in research and prospect management open doors to a surprising range of career opportunities, both within advancement and beyond. But navigating that path? That’s the tricky part.
In this workshop, you’ll hear directly from professionals who’ve made bold career moves—some climbing the ladder, others pivoting to adjacent fields entirely. You’ll discover how to leverage your unique skill set, identify opportunities you might never have considered, and create a roadmap to get where you want to go.
This isn’t just career advice—it’s a practical toolkit for taking control of your professional future.
What’s included:

A visual “job tree” that helps you map your skills to real opportunities
Curated podcast and video episodes featuring career insights from the field
A downloadable career action plan worksheet to guide your next steps
Live group discussion to share experiences, brainstorm possibilities, and tackle obstacles together

Whether you’re ready for a promotion, curious about a career pivot, or just want to explore what’s possible, this workshop will help you chart your course.

Registration link coming soon.
