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
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