ShareTraining Replay is recorded from our ShareTraining Live seminars. If you missed one of our Live seminars or are on a tight budget, ShareTraining Replays are a great way to learn on your own schedule at a great price. Once you purchase the seminar, you will have access to the Replay for 30 days.
Here is a list of our recorded seminars:
Protecting Our Organizations from Harm: A Researcher’s Toolbox for Due Diligence Faculty: Cynthia Hetherington, President, The Hetherington GroupDate recorded: December 13, 2011
Increasingly, nonprofit organizations must navigate uncertain waters where errors in judgment can result in significant embarrassment and even harm. Recent fundraising scandals, such as those at National Public Radio and the London School of Economics, highlights the important role prospect researchers play in interpreting the information we collect, and to providing a context for executive actions and decision-making wherever possible. What kinds of tools and methods can help us do due diligence that can help protect our organizations from risk? How can we determine if donors are engaged in companies that could be involved in dealings that could reflect poorly on our organizations? Join corporate intelligence expert Cynthia Hetherington for some essential tips on where and what to look for on these choppy seas.
Advanced Web Searching Faculty: Helen E. Brown, President, The Helen Brown Group LLCDate recorded: November 1, 2011
For those of us who use the web to search every day, it’s easy to feel like we have a good handle on the mechanics of efficient searching. But what if the rules of the game have changed and you didn’t know it? And what about all those time-saving tools that you never have time to check out? Wouldn’t it be nice to have someone share the best uses for content curation sites and give tips for upping your search game? Join us as Helen helps you expand your web search knowledge.
Data Mining A Step At A Time…Using Excel Faculty: Marianne M. Pelletier, CFRE, Director of Advancement Research and Data SupportDate recorded: October 11, 2011
Mining your database for prospects doesn’t always require a sophisticated software package and huge data sets. In fact, many organizations can find meaningful results in a much simpler analysis using Excel. In this session fundraising analytics expert Marianne Pelletier walks you through the process from the beginning, looking first at data quality and hygiene to produce a clean set to analyze, and then leading you through several accessible but powerful strategies that can help you uncover promising prospects and reveal important trends in your donor data. Also discussed will be ways to communicate findings to your colleagues and encourage increased attention on metrics.
Venture Philanthropy in Europe Faculty: Chris Carnie, Chairman, FactaryDate recorded: April 12, 2011
Born in the US in the 1990s, venture philanthropy spread rapidly to the UK and continental Europe and is now beginning to appear in Asia. It’s talked about at foundation conferences, fundraising events and around the water cooler in development offices world-wide. But what is so important about this form of philanthropy? And how is the pitch of giving by this small group of “fringe” philanthropists having such an impact on our nonprofits?
A member of the European Venture Philanthropy Association’s Finance and Fundraising Committee, Chris Carnie and his team at Factary have recently published a white paper with an insider’s look at venture philanthropy that is rarely seen. The report places VP firmly in context but then focuses specifically on the venture philanthropists themselves and their giving priorities. In this special session for ShareTraining, Chris will present an overview of key findings from the research, discuss venture philanthropy in Europe, and provide a beginner’s look into this growing form of philanthropic investment.
Wall Street Pay, Recession Style: Who’s Earning, How Much, And How…Now? Faculty: Tara D. McMullen, Senior Research Analyst, Office of Development Services, Massachusetts Institute of Technology Date recorded: March 8, 2011
Everyone recognizes what affect the recent economic crisis has had on investments…but how have investment and asset management firms themselves changed? Even in this volatile climate, investment banks and private firms continue to operate, raise investment funding, broker deals and sell profitably – but some have had to change their incentive and compensation practices in response to the times. Tara McMullen takes us through an overview of basic compensation structure and practices within the financial industry, including investment banks, private equity, hedge funds, and venture capital, and discusses recent changes within the financial services industry.
The Paperless Development Office – From Planning to Implementation Faculty: Bruce Berg, Director of Research and Prospect Management, Northeastern University
Heather Reisz, Director of Prospect Development, Museum of Fine Arts, Boston Date recorded: February 8, 2011
As nonprofits seek to lower costs and improve efficiency, more organizations are looking to digital storage options for their documents. Boston colleagues Heather Reisz at the Museum of Fine Arts and Bruce Berg at Northeastern University are both on “the other side” of system selection, conversion, and active use. Join them as they share their experiences and discuss considerations and best practices in approaching this significant – and significantly beneficial – operational transformation.
Researching Parents: Building A Program To Last Faculty: Marlisa Simonson, Director of Development Research, Wesleyan University Date recorded: January 19, 2011
Continued increases in the size and quality of institutions’ applicant pools have resulted in a need to more quickly find and engage parent prospects. Independent schools as well as colleges and universities can benefit greatly from a strategy that incorporates proactive identification techniques, timely cultivation opportunities, and strong cross-departmental relationships. In this session Marlisa Simonson will share some of the hallmarks of established programs and provide considerations for strengthening your parent prospecting efforts.
Valuing Privately-Held CompaniesFaculty: Marianne Pelletier, Director of Advancement Research and Data Support, Cornell University Date recorded: March 17, 2010
Assessing the worth of a privately held company is a difficult, but often essential skill for prospect researchers: after all, the vast majority of all US businesses are privately held, and many individuals and families create their wealth through their successful operation. Venture capitalists, in preparation for purchasing any company, conduct a due diligence that involves several standard methodologies for valuing their target. In this session, Marianne Pelletier will use specific examples to demonstrate step-by-step three of these techniques to estimate the worth and the market value of private firms.
Getting More from Your Internet Connection: Tools that Add ValueFaculty: Bruce Berg, Director, Research and Prospect Management, Northeastern University
Joey Sample, Assistant Director, Research and Prospect Management, Northeastern University Date recorded: February 10, 2010
Free Internet tools are proliferating rapidly, but keeping abreast of what is new – and improved – can be challenging. Without time to routinely evaluate new sites — or the expanding functionality of more established ones — we risk underutilizing a stable of research-ready professional tools that could make us more productive and effective and add additional value in the development office. In this lively training-oriented session, industry veterans Bruce Berg and Joey Sample jointly lead a real-time demonstration of ways we can use key sites and functionality on the Internet to become more efficient, keep us more informed, and share and work with our colleagues.
Researching Physicians: The Business of Medicine Faculty: David Eberly, Director of Prospect Development, Children’s Hospital Trust, Boston Date recorded: January 14, 2010
More than ever, the business of medicine is under public scrutiny and financial strain. How much do doctors earn? How do they earn it? What are the differences among specialties and practice types? As medical practice and entrepreneurship merge, how do we understand and evaluate the multiple income streams of many academic physicians including royalties, patents, and fees? What patterns of change are we starting to see in different generations of doctors as they advance in their careers? More broadly, what is the culture of philanthropy among doctors? Where do they give, and how? What is the role of the medical foundation? With so much emphasis on cost savings at all levels of medicine—hospital, insurance company, and individual practitioner—what impact on overall medical philanthropy can we predict? Join David Eberly for an in-depth examination of the medical profession and its practitioners.
Examining SEC Filings for Executive and Director Compensation Faculty: Michelle Leder, Principal, Footnoted.org Date recorded: December 3, 2009
Despite the economic downturn, many corporate executives continue to receive generous pay packages. In an age of increasing pressure for corporate transparency, companies may choose to bury this information in their routine SEC filings. In this session, Michelle Leder (founder of Footnoted.org, one of the Web’s Top 10 Business Blogs) demystifies the 10-Q, 10-K and proxy filings, as well as other key forms, including 8-Ks, Form 4s (insider trading) and Schedule 13Ds, and shares search techniques and strategies that can be used in both free and fee-based sources to uncover important information on an executive’s compensation, retention and retirement packages, perks, and incentives. Through specific examples, Leder will highlight trends in the way companies are handling compensation issues, and demonstrate how creative they can be in the process!
A Guide to Sources for International Prospect Research Faculty: Vicki Law, Senior Research Analyst, Massachusetts Institute of Technology
Laura Beaudet, Research Analyst, Massachusetts Institute of TechnologyDate recorded: November 10, 2009
This presentation will focus on how to find corporate, stock, real estate, philanthropic, biographical and other information on individuals outside the United States and Canada. Global, regional and country-specific resources will be presented along with several case studies.
Private Companies in Transition: Tracking sales, changes of control and signs of trouble Faculty: Marianne Pelletier, CFRE, Director of Advancement Research and Data Support, Cornell University Date recorded: October 21, 2009
Given the recent economic changes, many privately held companies are being sold, bought, foreclosed on, and handed down to the next generation. This timely information session led by Marianne Pelletier will teach you how to find private company data on activities that affect a private company’s current and future ownership, including acquisitions, mergers, inter-generational transfers and signs of trouble for the company.
Real Estate Factors and Facts: Coast to CoastFaculty: Deborah L. Drucker, Research Manager, Central Park Conservancy (NY)
Eric Siegel, Director of Prospect Research, Willamette University (OR) Date recorded: March 3, 2009
Residential Real Estate is still the number one most commonly held asset, yet interpreting its real value — and its implications as an indicator of wealth — continues to defy easy explanation. Nowhere is this more true than in large urban centers such as New York City, where hard-to-trace co-ops dominate, and Los Angeles, where Prop. 13 legislation virtually decouples any assessment with true value. Join coastal real estate experts Deborah Drucker and Eric Siegel as they define these situations, share the best resources for confirming ownership, and help you understand who the most interesting homeowners are, and why. Special attention will be paid to the impact of the current real estate market, and to seasonal markets for these urban dwellers in the Hamptons, Pacific Northwest and Hawaii.
The Family Office: Management of Personal Wealth Faculty: Jeffrey Ouellette, Researcher, Brown University
Originally recorded: February 12, 2009 Date Re-recorded: December 17, 2009
This introductory session will discuss terms and definitions for private family asset vehicles such as personal incorporation, real estate distribution, trusts and foundations. The session will also provide an overview of the micro-economy of specialist accountants and attorneys, who advise or manage family wealth and philanthropy, and a discussion of the impact of the Bull and Bear markets of 2008.
Researching Individuals with Independent Charitable Foundations: A Guided (and Strategic) Tour through the Form 990 Faculty: Valerie Anastasio, Senior Consultant, The Helen Brown Group Date recorded: January 27, 2009
Individuals create private foundations for a variety of reasons, including as an instrument of wealth management. Their foundation’s annual tax filing, the Federal Form 990, can be an incredibly valuable primary source document, provide fundraisers and researchers with more information than just the numbers on the page. In this session, Valerie will explore the form’s often underappreciated features and highlight instances where unusual entries can lead to additional insights on the prospects themselves.