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… Read More »Group Coaching Call
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… Read More »The Inside Scoop on Insider Pay
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… Read More »Researching Insiders During Economic Volatility
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… Read More »Group Coaching Call
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… Read More »Communicating Insider Wealth
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,… Read More »Career Insights
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… Read More »Suspect – Prospect – Donor! Demystifying Prospect Research for Major Gift Success from Identification to Gift
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… Read More »Group Coaching Call
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… Read More »Group Coaching Call
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,… Read More »Trends in Information Technology and AI
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… Read More »Move Major Gifts Faster with RPM
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… Read More »Group Coaching Call