Implementing an Electronic Wealth Screening

Presenter: Mary Gatlin, Karen Prater, University of Oregon
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels: 

  • Competency 7: Screenings, Level II 
  • Competency 2: Prospect Research Essentials, Level II  
  • Competency 4: Utilizing Research Resources, Level II 

Join members of the University of Oregon’s Prospect Management and Analytics team as they discuss their electronic screening experience. Hear how UO determined the need for an electronic wealth screening and the steps they took to bring it to their shop. Analysts will outline their process from start to finish including pre-proposal actions through their vendor selection process, data selection, verification and results implementation.

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