SEC Filings: Keeping it data current with or without AI

About the Event:

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.

Presenters:

Jennifer Filla, President, Aspire Research Group | CEO, Prospect Research Institute

Jennifer Filla is a veteran fundraiser specializing in prospect research. As President of Aspire Research Group, she helps organizations connect with their top donor prospects. She also leads the Prospect Research Institute, training fundraisers to research potential donors. Jennifer is the co-author of Prospect Research for Fundraisers: The Essential…