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12 events found.

Events

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  • July 2024

  • Thu 11

    Group Coaching Call

    July 11, 2024 @ 12:00 PM - 1:00 PM
    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… Read More »Group Coaching Call

  • Wed 17

    Prospect Research with Jen Filla hosted by KALEIDOSCOPE

    July 17, 2024 @ 1:00 PM - 2:00 PM

    Learn how to turbocharge your prospect profiles by consolidating critical wealth and relationship data from various SEC filings with validation links. Jennifer Filla joins the panel in session II of… Read More »Prospect Research with Jen Filla hosted by KALEIDOSCOPE

  • Thu 18
    Family Offices

    Wealth and Family Offices with Special Guest Erik Hoover

    July 18, 2024 @ 12:00 PM - 1:00 PM
    Zoom

    There has been an increase in wealthy families and as a result, a variety of family office structures have proliferated. Learn to spot the family office in the wild and… Read More »Wealth and Family Offices with Special Guest Erik Hoover

    $49.00
  • August 2024

  • Thu 8
    Prospect ID with Screenings

    Prospect ID with Screenings

    August 8, 2024 @ 12:00 PM - 1:00 PM
    Zoom

    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

    $49.00
  • Thu 15

    Group Coaching Call

    August 15, 2024 @ 12:00 PM - 1:00 PM
    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… Read More »Group Coaching Call

  • September 2024

  • Tue 3
    Stepping into Prospect Management

    Stepping Into Prospect Management

    September 3, 2024 @ 12:00 PM - 1:00 PM
    Zoom

    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

    $49.00
  • Tue 10

    Group Coaching Call

    September 10, 2024 @ 12:00 PM - 1:00 PM
    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… Read More »Group Coaching Call

  • October 2024

  • Thu 17

    Group Coaching Call

    October 17, 2024 @ 12:00 PM - 1:00 PM
    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… Read More »Group Coaching Call

  • November 2024

  • Thu 7

    Group Coaching Call

    November 7, 2024 @ 12:00 PM - 1:00 PM
    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… Read More »Group Coaching Call

  • Wed 13

    Inclusive Operations, Prospecting and Research Practices

    November 13, 2024 @ 1:15 PM - 2:25 PM
    Virtual

    How can prospect research and fundraising operations be more inclusive? Hear ideas and practices from panelists Jen Filla at Aspire Research Group and Chandana Guntupal from Groundswell International and don't… Read More »Inclusive Operations, Prospecting and Research Practices

  • Thu 14
    Profiles vs. Screenings

    Profiles vs. Screenings

    November 14, 2024 @ 12:00 PM - 1:00 PM
    Zoom

    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

    $49.00
  • December 2024

  • Tue 3

    Group Coaching Call

    December 3, 2024 @ 12:00 PM - 1:00 PM
    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… Read More »Group Coaching Call

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