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Practicing Profile Insights

Zoom

Prospect research has evolved from “hunting and gathering” to synthesizing information. We provide something machines cannot - intuitive insights into our donor prospects. Join us for an introduction to a framework for developing insights and practice in small groups.

$49.00

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 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

AI Simplifying SEC and SEDAR Filings for Prospect Research

Join Jen Filla for a live interview and demo with Elise Lynch at Kaleidoscope. Elise will demonstrate how Kaleidoscope makes searching SEC filings a lot easier using it’s AI-powered solution. Jen will have real public company insider names to use as examples. You can actively participate on video and ask questions directly, or ask your… Read More »AI Simplifying SEC and SEDAR Filings for Prospect Research