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
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 this three part summer series hosted by KALEIDOSCOPE. Registration is FREE.
If you have ever struggled to identify major and planned gift prospects or simply want to generate a solid call list to ask donors to upgrade their gift this year, join Jen Filla for a candid discussion on prospect identification. She will use the framework of linkage, interest, and ability to demonstrate how you can… Read More »Identifying Prospects in Your Own Database: How to Find Prospects with Linkage, Interest and Ability
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