Past Webinars
Catch up on our previous sessions and valuable insights — scroll to see more
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.
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.
Tapping Private Equity Wealth for Fundraising
Learn to identify prospects with PE connections and how to calculate potential capacity of RIA Firms.
AI-driven Insider and Corporate Research
Beyond GenAI, learn the AI-driven functions to simplify and streamline insider and corporate research.
Relationship Maps: Beyond Public Companies
Explore the paths to Corporate Insiders' Web of Connecting non-profits and private equity
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.
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!
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?