Thursday Workshops
Whether you are a seasoned prospect researcher or just getting started, our Thursday Workshops can help you put your data to work. Workshops are one hour in duration, conducted via GoToWebinar and conference call and are offered monthly on the third Thursday of the month. Each session will cover specialized training topics to help you put your data to work or an in-depth look at how prospect research can be used for as part of your overall development strategy.
Did you miss a Thursday Workshop? We record each of our workshops so clients can always access these great topics. View our workshop archives
Workshops are open to WealthEngine clients only. If you are not a client but are interested in learning more, please contact us at info@wealthengine.com.
Upcoming Workshops include:
How to Hit a Home Run with Your Campaign Planning - ADVANCED LEVEL 1:00 - 2:00 pm EST, Thursday, November 20  (Note: your system must allow for pop-ups) |
| This advanced session is designed for seasoned prospect researchers and development professionals with campaign management experience. Attendees will learn how to incorporate prospect research results in their campaign planning process throughout every stage of the development cycle, from pre-planning and the silent phase, to the public launch and campaign reporting. Moderator: Tricia Ambler |
| Filtering and Creating Reports in Your Access File 1:00 - 2:00 pm EST, Thursday, December 18 (Note: your system must allow for pop-ups) |
| This workshop builds on our monthly Access Manager training session during which discuss how the Access Manager works. In this session, we will go deeper and show you how to make your screening file work hard for you! We will cover everything from basic filtering to advanced filtering by form. Attendees will learn how to create standard reports for an entire file, create standard reports with your filters, and how to create custom report in Excel. Moderator: Rebecca Farber |
Workshops are conducted via webinar with audio by phone. Following your enrollment, you will receive instructions on how to reserve your webinar seat.
Please contact workshops@wealthengine.com with questions or concerns.
