AI Roundtable Series
Candid, Peer-Driven Conversations about AI in Prospect Research
No hype. No vendors. Just peers.
You’re already using AI. The question is whether you’re using it well.
Most prospect researchers are experimenting with AI tools on their own, quietly, without a sense of whether their approach holds up or whether their organization even has a policy on it yet.
This is for you if:
You research prospects or manage a research team
You’re using AI but unsure if you’re doing it right
Your organization has no AI policy yet, and that worries you
The Prospect Research Institute’s AI Roundtable Series brings together fundraising research and prospect management professionals for candid, peer-driven conversations about artificial intelligence in our field.
This five-part series is a space where there are no experts at the front of the room — just colleagues thinking through the same questions you are. Each roundtable is designed for equal, open dialogue where every voice matters and no one is selling anything.
What to expect: Before each session, your facilitator shares a resource to help frame the conversation. During the roundtable, they ensure everyone has room to contribute — not just the loudest voices in the room. Afterward, you receive a written summary of key takeaways and ideas. Sessions are not recorded, supporting a candid and comfortable exchange. (A transcript is generated by the facilitator solely to assist with notetaking.)
Choose Your Cohort
There are two cohorts to make live discussion workable across time zones
Cohort A – US-Friendly
Facilitated by Jaime Kannan Lam
Scheduled Times:
Tue, 15 Sep 2026 | 1:00 pm ET
Wed, 14 Oct 2026 | 1:00 pm ET
Thu, 12 Nov 2026 | 1:00 pm ET
Tue, 12 Jan 2027 | 1:00 pm ET
Wed, 10 Feb 2027 | 1:00 pm ET
Cohort B – APAC-Friendly
Facilitated by Jacob Jose
Scheduled Times:
| India | Sydney, Australia – New South Wales | New Zealand |
| Tue 9/15/2026 9:00 AM | Tue 9/15/2026 1:30 PM | Tue 9/15/2026 3:30 PM |
| Wed 10/14/2026 8:00 AM | Wed 10/14/2026 1:30 PM* | Wed 10/14/2026 3:30 PM* |
| Thu 11/12/2026 8:00 AM | Thu 11/12/2026 1:30 PM* | Thu 11/12/2026 3:30 PM* |
| Tue 1/12/2027 8:00 AM | Tue 1/12/2027 1:30 PM* | Tue 1/12/2027 3:30 PM* |
| Wed 2/10/2027 8:00 AM | Wed 2/10/2027 1:30 PM* | Wed 2/10/2027 3:30 PM* |
There is a maximum of 10 participants per cohort. If you miss the first offering, sign up for the wait list and we will offer a second cohort when there are enough participants.
Tentative Topics
Topics may shift based on where each cohort’s conversation naturally goes.
- Session 1:
AI Literacy: Take a short AI-literacy quiz in advance, then discuss where your gaps are and how to close them.
- Session 2:
Using for profile research: Compare prompts and real-world examples, and talk through concerns and tools in use.
- Session 3:
Using for data analytics: Share tools and wins in analysis, and where AI could open new offerings for frontline fundraisers.
- Session 4:
Evaluating tools: Copilot vs Gemini vs Claude — a shared comparison chart plus what matters most as you evaluate.
- Session 5:
Creating policy and procedure for ethical and safe use: Workplace vs departmental policy, and how to support staff who don’t want to use AI.
Reserve You Seat
Once you pick the cohort that fits your schedule, your seat is reserved for all five sessions. You’ll be walked through checkout to complete enrollment, then receive a confirmation email with an add to calendar feature to block all five times on your schedule. Your facilitator will reach out directly ahead of each session, and you’ll get automatic reminders the day before and an hour before we meet.
About Your Facilitators
Jaime Kannan Lam
Research Director and Consultant,
Aspire Research Group
Jaime is passionate about aligning an organization’s strategic goals with their fundraising priorities, research needs, and fundraising metrics.
She has lived in Charlotte since 2019. A graduate of the American University, Jaime double majored in Communications and Sociology. In her spare time, she enjoys cooking, traveling, and reading.
Jacob Jose
Research Consultant,
Aspire Research Group
Jacob is prospecting lead at Aspire. He was introduced to prospect research when he was volunteering with Oxfam while in college. After graduating, he joined a global educational organization as a prospect researcher conducting research on donors in eight different countries. He has nearly ten years of experience in prospect research.
Jacob earned his bachelor’s degree in Economics from St. Stephen’s College. He enjoys cycling and listening to audiobooks in his spare time.
What you’ll walk away with:
- A clearer picture of how peers and their organizations are actually approaching AI — the experiments, the hesitations, and the wins
- Practical ideas and techniques for using generative AI in fundraising research that you can put to work right away
- A meaningful connection with colleagues who are navigating the same landscape