Prospect Research Month in Review – Jan 2017

by | Jan 31, 2017 | News

Jennifer Filla

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CalendarOn The Calendar
Prospect Development Events

17 Feb – 3 Mar | 10-Seat Limit | Online
There is no clear “right” or “wrong” way to create capacity ratings. Together with your peers, read and watch carefully selected resources. Rate an already researched prospect. Participate in facilitated discussions about what the terms really mean, what’s behind the formulas we take for granted, and what to do with prospects that have more or less information. Click here for more information.
 
1 Feb – 3 Feb | Seattle, WA
This year’s theme is Sounding Out-the notion that through a strategic, thoughtful, shared experience, we will discover new and innovative ways to advance and leverage the impact of education. Visit Prospect Research Institute in the exhibit hall! Click here to learn more.
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6 Feb – 17 Feb | Online
Chapters join APRA International to host complimentary learning and networking activities for prospect development professionals in formats that range from a Twitter Talk to an interactive webinar. Click here to learn more.
 
6 Mar – 7 Apr | 10-Seat Limit | Online
Learn to qualify your prospects with public information. This course teaches you how to build a prospect profile with simple search techniques – step by step. Past students have transformed how they find and communicate prospect information, including changing their profile format for an easier read and sharing their insights about the information with the front-line fundraiser. Click here for more information.

Words from happy Researchers

Success Stories

I love your Master Class format – small group, clearly defined curriculum, solid professional information and resources and focus on discussion.  But most importantly I was impressed and delighted to see that you incorporated an additional and extremely practical layer of knowledge, through hands on experience with tools (pivot tables) or resources (Candid).  This adds real value to the educational experience you offer.

Betsy Mehlman

2020-Master Class

Jen’s course on insider stock and compensation was informative, interesting, and well-thought out. Jen broke down the complicated material into digestible pieces. She showed us resources that I use in my day-to-day research that I wouldn’t have otherwise known about. Jen is always quick to respond and has been helpful even after the class has ended. She answers questions thoroughly and is always pleasant.

I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!

Kim Anthony, San Francisco CA

Insider Stock and Compensation

The Capacity Rating Workshop was really useful. I was new to the prospect research field when I took the workshop, so it helped to demystify capacity ratings for me. The online classroom provided a great forum for interaction with the other participants and for a robust exchange of ideas. Beyond that though, Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.

David Lloyd, Prospect Research Professional, San Francisco, CA

Capacity Rating Workshop

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