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Deciphering What Corporate Structures Can Tell You About Wealth

Track: Prospect Research

Session Number: 6008
Date: Tue, Jul 26th, 2022
Time: 1:00 PM - 4:00 PM
Room: International 3

Description:

*Additional Fee Required

Have you ever been baffled by what seems to be a random list of LLCs where your prospect is a member? At first glance, did you think that LLC, LP, and LLP were Roman Numerals? In this session Jen Filla walks you through some of the most common corporate structures and ways to tease your prospect’s story out of them. After this session you will understand how companies are formed, find primary sources of information, and tell the wealth story behind the corporate structures. Bring your internet connected device to participate in a small group exercise where you can dazzle the room with your applied skills!
Session Type: Workshop (3 Hours)

Learning Objective #1: Describe the basics of how and why companies are formed, and locate primary sources of public information.
Learning Objective #2: Analyze and tell the story in common scenarios where corporate structures are used to create and manage wealth.
Primary Competency: PR:Competency 5: Utilizing Research Resources
Secondary Competency: PR:Competency 8: Financial Capacity Evaluation and Wealth Indicators
Tertiary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Intended Audience Level: Level I
Recommended Prerequisites: It would be ideal if attendees already had some experience searching and finding information on prospects to inform fundraisers.
Organization Size: All Team Sizes
Session Type: Workshop (3 Hours)

Learning Objective #1: Describe the basics of how and why companies are formed, and locate primary sources of public information.
Learning Objective #2: Analyze and tell the story in common scenarios where corporate structures are used to create and manage wealth.
Primary Competency: PR:Competency 5: Utilizing Research Resources
Secondary Competency: PR:Competency 8: Financial Capacity Evaluation and Wealth Indicators
Tertiary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Intended Audience Level: Level I
Recommended Prerequisites: It would be ideal if attendees already had some experience searching and finding information on prospects to inform fundraisers.
Organization Size: All Team Sizes