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12 events found.

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  • July 2024

  • Thu 11
    July 11, 2024 @ 12:00 PM - 1:00 PM

    Group Coaching Call

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

    Prospect Research with Jen Filla hosted by KALEIDOSCOPE

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

    Wealth and Family Offices with Special Guest Erik Hoover

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

    Prospect ID with Screenings

    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
    August 15, 2024 @ 12:00 PM - 1:00 PM

    Group Coaching Call

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

    Stepping Into Prospect Management

    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
    September 10, 2024 @ 12:00 PM - 1:00 PM

    Group Coaching Call

    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
    October 17, 2024 @ 12:00 PM - 1:00 PM

    Group Coaching Call

    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
    November 7, 2024 @ 12:00 PM - 1:00 PM

    Group Coaching Call

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

    Inclusive Operations, Prospecting and Research Practices

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

    Profiles vs. Screenings

    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
    December 3, 2024 @ 12:00 PM - 1:00 PM

    Group Coaching Call

    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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