WealthEngine

Time: 1:00 – 2:00pm Eastern

Session will cover best practices for developing a screening implementation plan, from staffing responsibilities to goals and metrics. Learn:

• How to develop a screening strategy
• What to do behind the scenes for your screening
• Common screening questions
• Developing an ongoing strategy
• Measuring return on investment

Presenters:
Sally Boucher, Director, Data Analytics & Consulting Services, WealthEngine
Jennifer Fry, Director of Development Research and Prospect Management, Northwestern University

Register now