Upcoming Events
WealthEngine Workshops: Sharing Expertise
Our Thursday Workshops continue to grow in popularity with hundreds of attendees at each month’s session. These free, results-oriented webinars are designed to foster education and knowledge sharing across the fundraising community. An added benefit, most of the workshops are eligible for CFRE certification points. We hope that you will join us at an upcoming Workshop on:
JANUARY 21, 1 pm EST/10 am PST: Create a Prospect Management System that Really Works presented by Sally Boucher, Manager of Client Services at WealthEngine, and Deborah Reinhardt Youmans, Director for Advancement Research at Le Moyne College. Register Now
FEBRUARY 18, 1 pm EST/10 am PST: Stock 101: Interpreting the Wealth of Your “Insider” Prospects presented by WealthEngine Client Services Managers Steve Knight and Tricia Ambler. Register Now
MARCH 18, 1 pm EST/10 am PST: Build a Comprehensive Data Collection Strategy presented by Sally Boucher, Manager of Client Services at WealthEngine, and Debra Darling, Director of Prospect Development at Washington & Lee University. Register Now
Each Thursday Workshop is recorded; to catch up on past sessions, visit our archives.
Stay Sharp with Training
Feeling rusty on some of the WealthEngine products? Have new staff that could benefit from basic training? Take advantage of weekly, live training courses on FindWealth Online, Access Manager and Dialog NewsRoom. Monthly training courses, also live, are offered on Pinpoint and Data Integration within your donor management system (DMS).
All training courses are free for WealthEngine clients; Register online.
Click here for course descriptions.
WealthEngine Product Training Calendar
| ACCESS MGR.℠ 100 |
Weekly 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 |
| FINDWEALTH ONLINE℠ |
Weekly at 2:00pm EST/11:00am PST |
| PINPOINT |
4th Wednesday of the month at 1:00pm EST/10:00am PST |
NEW! FindWealth Online Training Guide
We've created a new training guide for FindWealth Online to provide comprehensive information on key features and those you might
not know exist. Screen shots and step-by-step directions are included. Any FindWealth Online user can access the Guide after logging in, clicking on the Help Section, and scrolling down to the Help Documents.
Network with Us at Special Events and Conferences
There is never a dull moment in fundraising. Like you, we keep on our toes by learning from those around us, catching up with our clients at conferences, listening to the experts at presentations, and hosting community forums through special networking events. If you are planning to attend one of the conferences listed below, we hope that you will stop by and spend some time with us:
Special Events:
Jan. 24-26, 2010
CASE-NAIS Conference
for Independent Schools
New York, NY
WealthEngine staff will be in attendance in CASE’s innovative new marketplace, staffing Booth #6.
We will also be hosting a knowledge sharing, panel discussion on Monday, January 25th from 7:30-9:00 am. If you are attending CASE NAIS, or are a local organization interested in attending this breakfast discussion, please contact mwhalen@wealthengine.com to reserve your seat.
April 11-14, 2010
AFP International Conference
Baltimore, MD
As AFP celebrates their 50th anniversary, WealthEngine is proud to be the AFP Sponsor for the Major Gifts track for the second year in a row. Join us for the fun in Baltimore at our WealthEngine booth #442.
While there, don’t miss “Setting the Stage for a Successful Major Gifts Program,” presented by Sally Boucher, Client Service Manager at WealthEngine, and Tassie Pippert, a Director of Development at James Madison University, on Monday, April 12 from 3:00-4:15 pm.