2023 Online Meeting Schedule
Below, you’ll find our online meetings for the year. Simply navigate for the list of times and dates by clicking the links below.
Master Classes
New in 2023! You have the option of purchasing each Master Class access individually for $49 per class. Go to our Training Platform to purchase which classes you’d like to attend. Pre-registration is encouraged so that you can join us live. If you missed the class, don’t worry, you can still gain access to past Master Class replays.
Become a Research Asset Member and have access to ALL Master Classes! For only, $485 per year, you’ll get access to the Master Classes listed below, previous years’ classes, PLUS more membership perks.
19 Jan | Decline in Donors?
10am California | 1pm New York | 6pm London
The Indiana University Lilly Family School of Philanthropy has been researching philanthropy for years. And by their count, U.S. donors have been in serious decline. Another study by BBB Wise Giving Alliance suggests U.S. donors are trusting and want to give. Is it a contradiction?
08 Feb | Donor Prospect Trends
9am California | 12pm New York | 5pm London | 10:30pm India
Trends in Philanthropy and Wealth
Check out the latest Philanthropy and Wealth Report from Aspire Research Group and come ready to discuss the details behind the trends, such as whether cryptocurrency is irrelevant already or the best way to document multiple giving vehicles for your wealthy prospect and what it means for solicitation strategy.
07 Mar | Database Profiles
11am California | 2pm New York | 7pm London
Optimizing your research for the future.
Do you present your prospect profiles in “paper” form, such as a Word document, or do you add the research directly to the database, or do you do some kind of combination? Come join us for a discussion about the many ways to optimize your research for future use, including relationship mapping and other data analysis and visualization.
04 Apr | Hedge Funds 101
7am California | 10am New York | 3pm London | 8:30pm India
Hedge Fund Prospects 101: Focus on India
Join us for an introduction to hedge fund prospects. Learn the fundamentals of hedge funds, what is relevant for fundraising, and practice with a homework assignment. In this class we will have an additional focus on hedge funds in India.
10 May | Private Equity 101
2am New York | 7am London | 12:30pm India | 5pm New Zealand
[1:00 PM in Perth (west coast) | 3:00 PM in Sydney/Brisbane/ Melbourne (east coast)]
Private Equity Prospects 101: Focus on Australia
Join us for an introduction to private equity prospects. Learn the fundamentals of private equity, what is relevant for fundraising, and practice with a homework assignment. In this class we will have an additional focus on private equity in Australia.
08 Jun | Venture Capital 101
9am California | 12pm New York | 5pm London | 10:30pm India
Venture Capital Prospects 101: Focus on USA
Join us for an introduction to venture capital prospects. Learn the fundamentals of venture capitalism, what is relevant for fundraising, and practice with a homework assignment. In this class we will have an additional focus on venture capital activity in USA.
11 Jul | Investment Advisors 101
7am California | 10am New York | 3pm London | 8:30pm India
Investment Advisor Prospects 101: Focus on USA
Join us for an introduction to investment advisor prospects. Learn the fundamentals of investment advisors, what is relevant for fundraising, and practice with a homework assignment. In this class we will have an additional focus on investment advisor activity in USA.
09 Aug | Investment Bankers 101
9am California | 12pm New York | 5pm London | 10:30pm India
Investment Bankers 101: Hong Kong Focus
Join us for an introduction to investment banker prospects. Learn the fundamentals of investment banking, what is relevant for fundraising, and practice with a homework assignment. In this class we will have an additional focus on investment banking activity in Hong Kong.
14 Sep | DEI and Capacity Ratings
8am California | 11am New York | 4pm London | 9:30pm India
Can we identify more diverse prospects?
If we want to identify more diverse major gift prospects from our existing donor pool, then how might we take another look at capacity ratings through the lens of diversity, equity, and inclusion? In this class we will use the appreciative inquiry model to evaluate capacity ratings and practice on three people in the public space.
13 Oct | AI Ratings: Trustworthy?
10am California | 1pm New York | 6pm London
Can you Trust AI for Ratings?
AI-powered tools are hitting the nonprofit sector like spaghetti thrown at the wall. Which tools are likely to stick? In this class we review wealth and gift capacity ratings specifically, but also other tools such as news and wealth alerts.
09 Nov | Top Qualifier Talk
9am California | 12pm New York | 5pm London | 10:30pm India
What is a good discovery call?
There is a lot of frustration among prospect research professionals about identifying fabulous prospects that never get qualified by a development officer. In this class we talk with a someone who actually makes those discovery visits – and is good at it!
06 Dec | Careers Trivia Game
8am California | 11am New York | 4pm London | 9:30pm India
Game show style career conversation
Join us for a game show round, or two, of careers trivia! We’ll cover trends in compensation, how research compares to other similar fields, and more. Door prizes will be awarded, but you have to show in person to win.
Group Coaching Calls
Monthly group coaching calls are open to members and those who have purchased individual courses.
Access to these coaching calls does not apply to individual Master Class purchases.