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… Read More »Group Coaching Call
12 events found.
Events
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Zoom
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SEC Filings: Keeping it data current with or without AI
Whether you are trying to present public company insider holdings in a profile or providing routine updates on top donors and trustees, getting your prospect’s current equity holdings is not… Read More »SEC Filings: Keeping it data current with or without AI
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Group Coaching Call
ZoomMonthly 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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The Prospect Research Live Challenge: Race, Vote, and Win Better Prospects with AI
WebinarAre you bogged down with researching new prospects for assignment? Wish you could find creative, new ways to identify prospects? Join Jen Filla and Will Schrepferman for an interactive prospect research… Read More »The Prospect Research Live Challenge: Race, Vote, and Win Better Prospects with AI
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APRA FL 2026 Conference: Prospect Development Going for Gold
Embassy Suites Jacksonville Baymeadows Jacksonville, United StatesPanel Discussion: Prospect Development Tips and Tricks Jen Filla joins fellow panelist, Aisha Maddox of Rollins College, and Jose Osorno of University of South Carolina, to discuss Prospect Development Tips and… Read More »APRA FL 2026 Conference: Prospect Development Going for Gold
$175 -
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Group Coaching Call
ZoomMonthly 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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Research as Strategy Workshop
ZoomMaster the art of delivering insights that connect fundraisers with donors Does this sound familiar? A development officer tells you your prospect profile "wasn't very helpful" because it only included… Read More »Research as Strategy Workshop
$55 -
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Group Coaching Call
ZoomMonthly 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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Beyond Insiders: Wealth in SEC Filings Workshop
ZoomGo Beyond Insiders to Find Hidden Wealth in Forms ADV and 13F You may be familiar with SEC filings for public company insiders, but did you know that ultra-wealthy prospects… Read More »Beyond Insiders: Wealth in SEC Filings Workshop
$55 -
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Group Coaching Call
ZoomMonthly 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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K-Shaped Capacity Ratings Workshop
ZoomGift “Kapacity” Ratings in the K-Shaped Economy What if you're missing your biggest prospects because you're using the wrong measuring stick? Here's a wake-up call: In 2022, half of all… Read More »K-Shaped Capacity Ratings Workshop
$55 -
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Group Coaching Call
ZoomMonthly 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