Insider Stock & Comp Workbook

 Prospect Research Takes Wall Street Series

Insider Stock and Comp Workbook - Prospect Research Institute

The Insider Stock and Compensation Workbook summarizes the research and presentation techniques for public company directors and executives. I have been reading financial filings for 18 years, both in the corporate and not-for-profit world. In this workbook I share some of my secrets for teasing out the numbers that are relevant for fundraising.

What’s in the Workbook

The workbook is printed and contains 50 pages of content:

  • Demystifies how the stock market makes money
  • Explains the myriad of ways executives get compensated
  • Walks you through the formulas for calculating stock, stock units, stock options, and dividends
  • Summarizes which information is most relevant to fundraising and why
  • Contains practice exercises with detailed answers in the appendix
  • Includes a detailed list of SEC forms, definitions and how they are used in fundraising
  • Includes a glossary of financial terms
  • Introduces boilerplate language you can adapt and use in your office
  • Interviews practitioners about their favorite vendors

Please note that this workbook is designed to accompany an instructor’s step-by-step demonstration of insider search to beginners. This workbook is NOT designed as stand-alone search instruction. It works best when paired with other learning opportunities, such as our Insider Stock and Compensation online course (on-demand with Research Focused membership), your institution’s new hire training, or even workshops or conferences.

You Will Also Receive

In addition to the workbook, you also have access to these great free resources:

About the Author

Filla0018sqI’m Jennifer Filla, a Prospect Researcher and Fundraiser at Aspire Research Group LLC and co-author of Prospect Research for Fundraisers: The Essential Handbook, part of the AFP/Wiley Fund Development Series. I have been a member of AFP and APRA for more than ten years.

For more than five years I have been speaking and presenting at AFP and APRA meetings and conferences. The demand for clear instruction that can be applied immediately at the fundraising office led me to launch the Prospect Research Institute.

Read more about Jen.

 Product Details

  • Cost:  USD$35 + shipping
  • Media:  Print only
  • Pages: 50 content | 58 printed
  • Delivery:  snail mail, 2-3 weeks for on-demand printing

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