Upcoming Events

WealthEngine Thursday Workshops

Our monthly Thursday Workshops are free, results-oriented webinars designed to foster education and knowledge sharing across the fundraising community. An added benefit, the workshops are eligible for CFRE certification points. We hope you will join us at an upcoming Workshop:

MAY 20, 2010: 1:00PM EST/10:00AM PST: The Timing is Right: Strategies for Education-based Parent Prospecting presented by Steve Knight, Manager of Client Service. Register Now

JUNE 17, 2010: 1:00PM EST/10:00AM PST: Implementing a Screening Strategy for Real World Results presented by Sally Boucher, Manager of Client Services and Jennifer Fry, Director of Development Research & Prospect Management, Northwestern University. Register Now

Missed one of our Thursday Workshops? They are archived in the FindWealth Online Help Section.

Make the Most of Your Research

Need a refresher on your WealthEngine products? Have new staff that could benefit from basic training? Take advantage of weekly, live training courses on FindWealth Online, and Access Manager. At the end of each FindWealth Online training, our trainer will discuss any questions about WebExpress, Prospect Generator, and Dialog NewsRoom. Monthly training courses, also live, are offered on Pinpoint and Donor Management System (DMS) Integration. All training courses are free for WealthEngine clients; Register online.

Click here for course descriptions.

WealthEngine Product Training Calendar

FINDWEALTH ONLINE℠ Tuesdays at 2:00pm EST/11:00am PST
ACCESS MGR.℠ 100 Thursdays at 1:00pm EST/10:00am PST
ACCESS MGR. 200 3rd Wednesday of the month at 1:00pm EST/10:00am PST
DMS INTEGRATION 2nd Wednesday of the month at 11:00am EST/8:00am PST
PINPOINT 4th Wednesday of the month at 1:00pm EST/10:00am PST

Connect with us at Conferences

AHP Midwest & Mid-Atlantic
May 23-25, 2010
Cleveland, OH
  • Successful Strategies for Finding Major Gift Prospects
    Caroline Oblack, Director of Client Service
    Shaw Mumford, Research Supervisor, Cleveland Clinic
    Steve Fitch, Prospect Management Director, Cleveland Clinic
Fundraising Day in NY
June 11
NYC, NY
  • Best Practices for Prospect Research
    Caroline Oblack, Director of Client Service
    Sally Boucher, Manager of Client Service
MARC
June 23-25
Philadelphia, PA
  • Best Practices: Data Mining, Data Integration and Data Analytics
    Sally Boucher, Client Service Manager
    Deb Darling, Director of Prospect Development, Washington & Lee University
  • Taking the Next Step in your Career
    Caroline Oblack, Director of Client Service
  • Building Your Prospect Base
    Tricia Ambler, Client Service Manager
APRA International
July 21-24, 2010
Anaheim, CA
  • Finding Your Best Healthcare Prospects
    Caroline Oblack, Director of Client Service
    Lisa Tersigni, Development Researcher, Cleveland Clinic
    Pamela Zoltowicz, Development Researcher, Cleveland Clinic