LIVE
WORKSHOP
Beyond Insiders: Wealth in SEC Filings
Tuesday, April 21, 2026
12:00pm-1:00pm New York | 9am California | 6pm Switzerland | 9:30pm India
Go Beyond Insiders to Find Hidden Wealth in Forms ADV and 13F
You may be familiar with SEC filings for public company insiders, but did you know that ultra-wealthy prospects trigger other SEC filings as well—even if they have no public company insider status at all? Forms ADV and 13F can reveal family offices, investment advisory firms, and 9-figure stock portfolios.
But here's the good news: you don't need to become a securities expert to use them. In this workshop, you'll learn exactly which sections to read, how to calculate total wealth from the numbers you find, and get ready-to-use language to confidently present your findings.
What You'll Learn:
JOIN US LIVE
Connect With Industry Professionals
Bonus Resource Materials
12-Month Replay Access
During the live session, Jen will step into the role of development officer and guide you through real-world scenarios. You'll practice being a strategic research partner, applying the frameworks and techniques from the workshop materials in a safe, interactive environment.
On-demand online content:
Step-by-step lessons plus our exclusive "Framework for Discussion" guide that you can immediately apply at your organization
Live workshop session:
Interactive peer discussions and real-world problem-solving with fellow professionals
Timely and Interactive Learning Opportunity for the Busy
Prospect Research Professional
Stay current with industry trends and topics by participating in Institute Workshops.
At the Prospect Research Institute, we embrace hybrid technology options! Live meetings are only one hour, but the workshop is much more than that hour. You have access to great original and curated materials on topic from the moment you purchase the workshop until 12 months later.
This is your opportunity to get specific questions answered, practice something in the moment, or share your experience and hear what others are doing.
You can also enjoy the ability to connect with your peers around the globe and continue the conversation on the topic or activity by creating a separate, free account on the Institute forums.
The key to getting the most out of a workshop is to arrive ready to participate in the live session. If you miss the session, don't worry, you can still purchase the workshop and watch the replay, discussing in the forum to interact with others on the topic.
Check out the latest schedule below to purchase the Workshops that interest you most!
Timely Topics
Stay up-to-date with the latest in the prospect research industry with each class.
Live Meetings
Network with like-minded research professionals with interactive topic discussions.
Extra Resources
Every Workshop includes bonus PDFs, audio files, blogs, and resources.
Replay Access
Access to Workshop video replays and bonus materials for 12 months after purchase.
What to Expect During the Live Workshop Session
Your workshop facilitator will use discretion on whether to break out into small groups, practice an activity during the live meeting, or keep the meeting open for ongoing discussion to feature a workshop special guest.
However, you can anticipate the following typical agenda:
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