Perform with Excellence, Lead with Research, and Make a Difference
A highly rated speaker, Jen is on a mission to strengthen the field of prospect research. Her presentations are full of real-life examples, stories and hands-on activities. No-one falls asleep in one of her presentations! Book early to take advantage of Jen’s ability to liven up your conference and give attendees practical tactics and skills they can apply immediately.
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Career Insights
Friday, 25 April 2025 | 10:30AM – 5:30PM ET
$25-$65 | In-person
Iowa State University Foundation | 2505 University Blvd. | Ames, IA 50010
Do you feel like you are constantly missing out on the latest software, technique, or skill?
Do you worry whether you should be taking coding courses or learn how to read public company financial statements or something else? Our profession is deeply impacted by information technology, which innovates and changes at a lightning fast pace, as well as wealth accumulation, which may soon include a trillionaire’s list. Join Jen Filla for a grounding talk on how to stay current when there’s too much to know and how to identify the most important skills you need for career growth.
Registration Link: https://apragp.org/event-6057340
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Trends in Information Technology and AI
Thursday, 26 June 2025 | 3PM ET
$$ | In-person
Omni William Penn Hotel | 530 William Penn Place | Pittsburgh, Pennsylvania 15219
Join Jen Filla for a lively discussion on how information technology is evolving with AI in
the field of research and prospect management. She will define and explain the technology currently available and then cover the trends toward company consolidation, improvements in data analysis, and the disconnect between fundraising practice and software sales.
Registration Link: https://apcinc.org/2025-summer-forum/#!event-register/2025/6/26/apc-2025-summer-forum-building-bridges-to-the-future
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Suspect – Prospect – Donor! Demystifying Prospect Research for Major Gift Success from Identification to Gift
Monday, 28 April 2025 | 3:00PM – 4:15PM ET
$$ | In-person Summit
Seattle Convention Center | 900 Pine St | Seattle, WA, 98101
Whether you are managing a major gifts team or are a solo development director, prospect
research can turn the chaos of data and information into smooth processes that help you close more major gifts. In this session, you will discover how to use the right amount of research (and researcher!) at the right time to work your way through the solicitation cycle to gift.
Registration Link: https://afpglobal.org/events/afp-icon-2025-seattle-washington
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Move Major Gifts Faster with RPM
Tuesday, 15 July 2025 | 12PM to 1PM ET
$35.00-$39.00 | In-person
Michael’s On East | 1212 S. East Avenue | Sarasota, FL 34239
Whether you are a development department of one or major gift team of ten, moving
major gifts faster follows the same train tracks. Jen Filla takes you on a ride to discover how Research and Prospect Management (RPM) moves you faster down the tracks and how to avoid common pitfalls. Walk away with a framework you can use to better design and implement RPM in your development department.
Registration Link: COMING SOON
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PAST EVENTS
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Researching Insiders During Economic Volatility
Thursday, 20 March 2025
FREE | Webinar
When stock market values are jumping up and down like a toddler with a tantrum, should
you be taking a different approach with prospect research? Probably! Join Jen Filla for some top tips on presenting stock information in a profile that helps prepare development officers to cultivate and solicit public company insider prospects when stock prices are volatile.
After this session, participants will be able to:
- Recognize when it is helpful to provide economic context for your public company insider prospect
- Find and present additional information to inform development officers
REGISTRATION CLOSED
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Identifying Prospects in Your Own Database: How to Find Prospects with Linkage, Interest and Ability
Wednesday, 05 March 2025
In-person
Northern Trust | 755 Beachland Boulevard | Vero Beach, FL 32963
If you have ever struggled to identify major and planned gift prospects or simply want to
generate a solid call list to ask donors to upgrade their gift this year, join Jen Filla for a candid discussion on prospect identification. She will use the framework of linkage, interest, and ability to demonstrate how you can succeed at finding great prospects at any gift level.
REGISTRATION CLOSED
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Industry Practice Review: Prospect Profiles with Jen Filla
Thursday, 20 February 2025
In-person
Profiles are like denim: they never go out of style, are long-lasting, and yet they trend
like fashion! Whether you are new to the profession or decades in, profiles are worth your attention. Jen Filla shares how her firm handles different profile levels, leading you through two roundtable discussions along the way. You get to connect with peers, ask questions, and share success stories.
After this session, participants will be able to:
1.Recognize how profile levels support different types of information needs for fundraising officers
2. Learn new approaches to researching and storing information depending upon the profile level
Includes printed handout for roundtable discussion
REGISTRATION CLOSED
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Prospect Research with Jen Filla hosted by KALEIDOSCOPE
17 July 2024
Webinar
Learn how to turbocharge your prospect profiles by consolidating critical wealth and relationship data from various SEC filings with validation links.
Jennifer Filla joins the panel in session II of this three part summer series hosted by KALEIDOSCOPE.
REGISTRATION CLOSED
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5 Ways to Turn Database Reporting into Donor Moves
In-person
4 June 2024
You have a CRM database, but you are doing all the fundraising “things.” How can you focus on moving specific donor relationships forward to greater giving? In this session prospect research expert, Jen Filla, walks you through five types of donor outreach you can perform routinely to deepen donor relationships across your donor base, laying the foundation for future opportunities. If you can create a database report and set aside an hour each week to contact donors directly, you can implement this practice.
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Prospecting for Campaigns: Exploring Individual Giving Potential
28 May 2024
Webinar
So, you’re planning a capital campaign. How do you figure out which individuals in your donor base might support your campaign? Join Jen Filla for a walk through on how to evaluate your donor base for giving potential and identify the names of individual donors that can provide the support you need. She will discuss approaches for organizations with few fundraising staff to those with their own prospect research talent.
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