Prospect Research and Wealth Intelligence Seminars & Training

Dave Chase, our CEO, has been offering prospect research and wealth intelligence training and seminars for twenty years. Custom training is offered remotely and onsite. Dave has trained prospect research staff, major gift officers and leadership ranging from one-on-one to 100+ fundraisers and support staff. He has been offering full and half day seminars since 2005. Please reach out if your team is need of training or if you would like us to add you to our seminar email list.

Dave began offering prospect research and wealth intelligence seminars in the summer of 2005.

The venue was a rustic meeting space overlooking a pond on Cape Cod. Titled “Small Shop Prospect Research and Data Mining”, the full day catered seminar quickly sold out. Since then, Dave has developed and offered numerous seminars, often partnering with clients who host the venue.

In the depth of a global recession in 2009, Dave conceived of, developed, moderated and hosted a community workshop called the “2009 Cape Cod Philanthropic Survival Forum”. The program included eleven panelists who were movers and shakers in politics, philanthropy, government and business. We filled a local theatre and exchanged ideas and “guerilla tactics” on how to survive those hard times.

Our venues have included:

  • Historic properties and mansions
  • Theatres and museums
  • Hotels and inns
  • Independent schools
  • Healthcare organizations

Our seminars have included topics like:

  • “Small Shop Prospect Research and Data Mining”
  • “Overview of Prospect Research”
  • “In-Depth Prospect Research”
  • “Data Screening”
  • “WealthEngineTM Validation”
  • “Seasonal Philanthropy”
  • “Best Practices in Prospect Research and Screening”

We are in the planning stage for a seminar called “WealthEngineTM Boot Camp” on Cape Cod in 2018

The seminar is likely to include Tips and Tricks for using the Platform and SEARCH, mastering the art of Screening – especially what to do with the results (including integration and validation), and Wealth Intelligence on steroids (WE Prospect, WE Analyze, On Demand Screening and API), and the pièce de résistance … the 2018 Fall Product Road Map! Let us know if you would like to be one of the first to know when we firm up the plan for this program.

For more information, contact us.

Please feel free to reach out if you would like to discuss a new or upcoming seminar.