Webinars

Join our webinars packed with presenters and special guests from a variety of industries. Learn from experts and discover new insights in SEC research and financial analysis.

Upcoming Webinars

Register now for our upcoming sessions with industry experts

Tracking Emerging Wealth with Rebecca Gonzales From Texas Tech University
Upcoming
February 18, 2026

Tracking Emerging Wealth with Rebecca Gonzales From Texas Tech University

Filling the future prospect pipeline. Get a peek into Texas Tech’s Foundation real-life project for tracking the emerging wealth of prospects, the tools they use and their results. 

Featured Speakers
Elise Lynch and Rebecca Gonzales
12:00 PM CST
Register Now
Corporate Relations & Foundation Research
Upcoming
March 11, 2026

Corporate Relations & Foundation Research

Discover the secrets within SEC filings, 990 data and news to streamline identifying grant patterns, affinity for causes, and capacity.

Featured Speakers
Elise Lynch
12:00 PM CST
Register Now
International Prospect Research
Upcoming
April 22, 2026

International Prospect Research

SEC filings and international news provides a wealth of information about alumni, career moves, new prospects in IPOs and the effects of mergers on a donor’s/prospect’s capacity.

Featured Speakers
Elise Lynch
12:00 PM CST
Register Now
"Timing The Ask"
Upcoming
May 20, 2026

"Timing The Ask"

Tying Stock Value Increases / Vesting Dates to giving patterns.

Featured Speakers
Elise Lynch
12:00 PM CST
Register Now

Past Webinars

Catch up on our previous sessions and valuable insights — scroll to see more

SEC Filings: Keeping it data current with or without AI
Recorded
January 15, 2026

SEC Filings: Keeping it data current with or without AI

Whether you are trying to present public company insider holdings in a profile or providing routine updates on top donors and trustees, getting your prospect’s current equity holdings is not a simple matter. But it could be a lot simpler! Join Jen Filla and Elise Lynch on the journey between the Proxy Statement and the Form 4, using AI – or not using AI. They will present some common fundraising scenarios, recommend how to present the information effectively, and demonstrate how to navigate SEC filings.

Featured Speakers
Elise Lynch and Jennifer Filla
12:00 PM CST
Watch Recording
2025 Rewind – Wrap Up of Content and Features
Recorded
December 10, 2025

2025 Rewind – Wrap Up of Content and Features

Review Kaleidoscope's 2025 feature releases and preview our 2026 roadmap!

Featured Speakers
Elise Lynch
12:00 PM CST
Watch Recording
De-Coding SEC Filings’ Alphabet Soup
Recorded
November 12, 2025

De-Coding SEC Filings’ Alphabet Soup

Navigate SEC's complex filing system to uncover wealth insights on public company insiders. Learn the top 10 essential filings, key data points in each, and which documents reveal future wealth events.

Featured Speakers
Elise Lynch
12:00 PM CST
Watch Recording
Guide to Insider’s Vesting Schedules for Stock Options & Restricted Stock Units
Recorded
October 15, 2025

Guide to Insider’s Vesting Schedules for Stock Options & Restricted Stock Units

Learn to identify high-capacity donors with private equity connections, assess RIA firm giving potential, and maximize fundraising impact through proven strategies.

Featured Speakers
Elise Lynch
12:00 PM CST
Request Recording
Identifying Prospects with Donor Advised Funds
Recorded
September 10, 2025

Identifying Prospects with Donor Advised Funds

Learn to identify and monitor donor-advised funds through SEC filing analysis and donation trend tracking. Covers both individual and corporate donor-advised funds, with targeted strategies for healthcare organizations, educational institutions, and mission-driven nonprofits.

Featured Speakers
Elise Lynch and Melissa Bank Stepno
12:00 PM CST
Request Recording
Tapping Private Equity Wealth for Fundraising
Recorded
August 13, 2025

Tapping Private Equity Wealth for Fundraising

Learn to identify prospects with PE connections and how to calculate potential capacity of RIA Firms.

Featured Speakers
Elise Lynch
12:00 PM CST
Request Recording
AI-driven Insider and Corporate Research
Recorded
June 18, 2025

AI-driven Insider and Corporate Research

Beyond GenAI, learn the AI-driven functions to simplify and streamline insider and corporate research.

Featured Speakers
Elise Lynch
12:00 PM CST
Request Recording
Relationship Maps: Beyond Public Companies
Recorded
May 14, 2025

Relationship Maps: Beyond Public Companies

Explore the paths to Corporate Insiders' Web of Connecting non-profits and private equity

Featured Speakers
Elise Lynch
12:00 PM CST
Request Recording
Merger And Its Effects on Capacity
Recorded
April 16, 2025

Merger And Its Effects on Capacity

Learn to forecast the effects of a merger on the executives and directors. And how the outcomes of a merger or change in control impact the insiders wealth and capacity.

Featured Speakers
Elise Lynch
12:00 PM CST
Request Recording
The ABC's of Form 4's and Transaction Codes
Recorded
March 12, 2025

The ABC's of Form 4's and Transaction Codes

Delve into the analysis of Form 4 filings. We discuss the parts of the filings, the difference between Table I and Table II, and explain (in plain English) those confusing transaction codes. We explain how the transactions occur and provide detailed examples for you to review! There's even a hidden pot of "gold" in one of those codes!

Featured Speakers
Elise Lynch
12:00 PM CST
Request Recording
AI’s Impact on Project Research in an Ocean of SEC Filings
Recorded
February 12, 2025

AI’s Impact on Project Research in an Ocean of SEC Filings

3 Tips on Using OpenAI for Prospect Research: What about Data Security? Are You Training OpenAI for Competitors? Avoiding Halluncinantions?

Featured Speakers
Elise Lynch
12:00 PM CST
Request Recording
The ABC's and 123's of Donor Advised Funds
Recorded
January 15, 2025

The ABC's and 123's of Donor Advised Funds

Discover 5 new features to streamline and simplify prospects research, including AI summaries, shortcuts and net sales calculator.

Featured Speakers
Elise Lynch and Melissa Bank Stepno
12:00 PM CST
Request Recording
Prospecting ADV Filings and Private Equity
Recorded
November 13, 2024

Prospecting ADV Filings and Private Equity

Learn how to leverage investment advisor filings for prospect research. This webinar covered who files ADVs, why they're required, what data points matter most, where to find the information, and how to calculate donor wealth using advisor relationships and assets under management.

Featured Speakers
Elise Lynch
12:00 PM CST
Request Recording

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