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Webinars

Lunch and Learn Sessions

Join monthly free webinar sessions covering hot topics, as we share our knowledge of critical data, important signals, where to find the data, and how Kaleidoscope surfaces these important signals to streamline your research. Practical one-hour sessions are designed for advancement teams, legal and accounting teams, wealth advisors, VC and family offices, quant shops and data desks — the people who put the signals to work. Join live, or catch a recording.

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Live sessions with industry experts. Every one includes an open Q&A.

CFRE Approved Provider for Continuing Education, 2026 CFRE Approved ProviderEligible sessions earn CFRE continuing education points.
Beneficial Ownership: Power, Connections & Hidden Opportunity

Upcoming

November 18, 2026

Beneficial Ownership: Power, Connections & Hidden Opportunity

We're talking beneficial ownership. What is it? Who has it? What does it mean — and where can you find it? This session breaks down how beneficial ownership applies to prospect research, and reveals the underlying power and connections it can expose to help you understand who's really behind the wealth.

Featured speakers

Elise Lynch

12:00 PM ET

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