Thursday Workshops

Whether you are a seasoned prospect researcher or just getting started, our Thursday Workshops can help you put your data to work. Workshops are one hour in duration, conducted via GoToWebinar and conference call and are offered monthly on the third Thursday of the month. Each session will cover specialized training topics that support your prospect research needs as well as how research can be used for as part of your overall development strategy.

Did you miss a Thursday Workshop? We record each of our workshops so you can always access these great topics. View our workshop archives

If you are interested in learning more, please contact us at marketing@wealthengine.com

Upcoming FREE Workshops include:

Fundraising Analytics: Dive into Predictive Modeling and Analytics
Presenters: Joshua Birkholz, Principal at Bentz Whaley Flessner
Jason Boley, Director of Prospect Management at Purdue University
Thursday, July 15, 2010 1:00 PM – 2:00 PM EDT (10:00 AM – 11:00 AM PDT)
prospect resarch workshop (Note: your system must allow for pop-ups)
Analytics is a science used by leading corporations for understanding customer behavior, prioritizing sales teams, and bringing efficiency to business processes. This session will highlight the application of this science to nonprofit fundraising and how it integrates your screening data with your existing prospect data. Want to learn more about how predictive modeling is accomplished? During the workshop, we will discuss how analytics are used for campaign decision making and the steps for building an in-house analytics capacity. Explore, why a “screen-then-model” method is the most effective approach, and why understanding these concepts are beneficial for both large and small fundraising organizations.

Financial Services Workshops

As a financial services professional, you are always seeking ways to better serve your clients and build your business. These free workshops are designed to help you learn new ways to market to high net worth individuals. Workshops are 45 minutes in duration and are conducted using WebEx. Each session will cover specialized training topics that support your prospecting needs as well as how research can be used as part of your overall marketing strategy.

There are no upcoming Financial Services Workshops at this time.

We record each of our workshops so you can always access these great topics. View our workshop archives. If you are interested in learning more, please contact us at marketing@wealthengine.com

Workshops are conducted via webinar with audio by phone. Following your enrollment, you will receive instructions on how to reserve your webinar seat.

Please contact workshops@wealthengine.com with questions or concerns.