Meeting/Event Information

Past Meetings

How RFM Scoring Can Illuminate Your Most Promising Prospects

 

June 16, 2026

 

11:00 AM to 12:00 PM

 

Webinar

Hear from Marianne — a globally recognized leader in donor modeling and data mining — as she breaks down how RFM scoring can illuminate your most promising prospects across Major Gifts, Planned Giving, Annual Giving, Engagement, and Membership......

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Staying Grounded: Advancing Inclusion in the Workplace Amid Shifting Expectations

 

May 12, 2026

 

11:00 AM to 12:00 PM

 

Webinar

Organizations across sectors are navigating a shifting landscape when it comes to inclusion—marked by evolving expectations, increased scrutiny, and changing approaches......

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Make A Better Meeting: Tactics and Tools for More Effective Meetings

 

April 14, 2026

 

10:00 AM to 11:00 AM

 

Webinar

Meetings are more often than not one of the most costly investments teams make, yet, the vast majority of meetings are rated as inefficient or worse, a waste of time. This is fair feedback for many meetings, yet there is a robust toolkit......

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The Prospect Research Live Challenge: Race, Vote, and Win Better Prospects with AI

 

February 11, 2026

 

10:00 AM to 11:00 AM

 

Webinar

Whether you're drowning in prospect lists or struggling to find fresh angles, this hands-on session offers practical strategies you can use immediately to work smarter, not harder.

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January Meet Up - San Diego

 

January 26, 2026

 

11:30 AM to 1:00 PM

 

Tender Greens
4545 La Jolla Village Drive
San Diego, CA 92122

Meet, mingle and expand your network over lunch.

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The Power of the Manual: Turning Prospect Management Policies into a Roadmap for Success

 

January 14, 2026

 

10:00 AM to 11:00 AM

 

Webinar

In this session, we’ll explore how creating a manual can help define your team’s identity, expose process gaps, and strengthen your strategic foundation.

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