Insider Stock & Compensation
Learn how your prospect's U.S. insider stock and compensation can turn into a gift
Insider Stock & Compensation
Learn how your prospect's U.S. insider stock and compensation can turn into a gift
Are you confused by the endless tables and footnotes in financial fillings? Frustrated trying to calculate stock options?
Struggle with understanding insider's capacity?
This course teaches you how to find, understand and share how your prospect’s insider stock and compensation can turn into a gift. I have been reading financial filings for more than 20 years, both in the corporate and not-for-profit world. Let me share my secrets with you for teasing out the numbers that are relevant for fundraising.
Imagine the next time you point out a prospect’s history of gifting stock for a front-line fundraiser and she stops you in the hall and tells you how she was able to overcome the prospect’s objection to an ask by offering the option of gifting appreciated stock. How cool would that be?
You are smart – you just need someone to break it down into digestible pieces. The fundraising climate after the Great Recession isn’t necessarily bleak, but it is very different. The group of people with the ability to make transformational gifts is getting smaller – and wealthier.
Public company insiders are few, wealthy and … public. It doesn’t take an economist to know how important it is to understand the stock market and public company insiders!
Are you confused by the endless tables and footnotes in financial fillings? Frustrated trying to calculate stock options?
Struggle with understanding insider's capacity?
Imagine the next time you point out a prospect’s history of gifting stock for a front-line fundraiser and she stops you in the hall and tells you how she was able to overcome the prospect’s objection to an ask by offering the option of gifting appreciated stock. How cool would that be?
You are smart – you just need someone to break it down into digestible pieces. The fundraising climate after the Great Recession isn’t necessarily bleak, but it is very different. The group of people with the ability to make transformational gifts is getting smaller – and wealthier.
Public company insiders are few, wealthy and … public. It doesn’t take an economist to know how important it is to understand the stock market and public company insiders!
What will I learn from taking this course?
In this course you will...
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Demystify the world of executive compensation and stock trading - for yourself and your front-line fundraiser
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Find, calculate and present stock holdings and options on real people
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Use Excel to calculate stock and options
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Clearly present executive compensation so there is no confusion or double-counting between cash and stock
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Find out whether a prospect has a history of gifting stock
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Learn exactly which sources to use for quick, qualifying information as well as for a deep dive into all the details
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Make good estimates of wealth from past or future events such as termination or takeovers
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Communicate complicated wealth information in simple, understandable terms so your front-line fundraiser can act on the information
Clarity on how public companies create wealth and how your insider prospect earns it
Most of us in nonprofit fundraising are not managing a publicly traded stock portfolio! You will learn how public company trading works and how that makes your prospect so wealthy.
Communicate insider wealth to your development officer in the profile
Financial filings are not created to help fundraisers cultivate and solicit prospects. You learn how to translate the information into simple charts and helpful insights.
Find and calculate insider stock and compensation
Executives and directors can have complicated compensation packages with much more than salary and shares of stock. You learn how to find and make sense of it.
Earn your digital badge and certificate of competency
By successfully completing your capstone assignment, you demonstrate that you are competent in researching public company insiders. The digital badge provides this detail to anyone that clicks on it.
Clarity on how public companies create wealth and how your insider prospect earns it
Most of us in nonprofit fundraising are not managing a publicly traded stock portfolio! You will learn how public company trading works and how that makes your prospect so wealthy.
Communicate insider wealth to your development officer in the profile
Financial filings are not created to help fundraisers cultivate and solicit prospects. You learn how to translate the information into simple charts and helpful insights.
Find and calculate insider stock and compensation
Executives and directors can have complicated compensation packages with much more than salary and shares of stock. You learn how to find and make sense of it.
Earn your digital badge and certificate of competency
By successfully completing your capstone assignment, you demonstrate that you are competent in researching public company insiders. The digital badge provides this detail to anyone that clicks on it.
Testimonials
See what a few of our students have to say after taking our course...
“I frequently have to research individuals who have publicly reported stock holdings. Even as an experienced prospect researcher (who previously worked in a publicly traded company), I find combing through corporate Proxy statements and untangling insider compensation packages to be daunting. I took Prospect Research Institute's 'Insider Stock and Compensation' course and was wowed by the instructors' abilities to explain complex financial forms and compensation arrangements in a way that was easy to understand.”
Jenn Dunwoodie
“I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!”
Kim Anthony
“Jen excellently demystifies the topic of insider compensation. This concise guide enables researchers to quickly gather and interpret the most prescient data points from common publicly-available filings. With relevant examples throughout, this course and accompanying workbook are invaluable resources for any researcher looking to maximize the impact of their wealthiest donors.”
Michael Pawlus
Testimonials
See what a few of our students have to say after taking our course...
“I frequently have to research individuals who have publicly reported stock holdings. Even as an experienced prospect researcher (who previously worked in a publicly traded company), I find combing through corporate Proxy statements and untangling insider compensation packages to be daunting. I took Prospect Research Institute's 'Insider Stock and Compensation' course and was wowed by the instructors' abilities to explain complex financial forms and compensation arrangements in a way that was easy to understand.”
Jenn Dunwoodie
“I was able to take what I learned from the course and present the material to our front-line fundraisers. One fundraiser told me after my presentation that she discovered one of her donor’s compensation was much higher than she thought. So, already, this information has come in handy! Thanks again Jen!”
Kim Anthony
“Jen excellently demystifies the topic of insider compensation. This concise guide enables researchers to quickly gather and interpret the most prescient data points from common publicly-available filings. With relevant examples throughout, this course and accompanying workbook are invaluable resources for any researcher looking to maximize the impact of their wealthiest donors.”
Michael Pawlus
Want to reach your Prospect Research Goals faster?
Take a quick peek, and discover why you should enroll in the Insider Stock & Compensation Course...
Want to reach your Prospect Research Goals faster?
Take a quick peek, and discover why you should enroll in the Insider Stock & Compensation Course...
What's Included?
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MODULE ONE
Introduction To Public Companies
- Discover how publicly traded company stock creates wealth
- Find and navigate EDGAR, a primary source of information
- Choose key information from Proxy filings
In this module, you’ll be asked to complete the following assignments:
- Homework | Find information from the Proxy
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MODULE THREE
Executive Compensation
- Consider why executives are paid mostly with equity
- Compare how directors and executives are compensated
- Differentiate between equity and non-equity compensation
In this module, you’ll be asked to complete the following assignments:
- Homework | Separate Equity and Non-Equity (Cash) Compensation
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MODULE FIVE
Deep Research on Insiders
- Distinguish when to do fast or deeper research
- Find and calculate change in control packages
In this module, you’ll be asked to complete the following assignments:
- Homework | Understanding Change in Control
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MODULE TWO
Equity Ownership
- Explain why beneficial ownership is important
- How and when to research quickly
- Calculate stock and stock units
In this module, you’ll be asked to complete the following assignments:
- Homework | Insider Beneficial Ownership
- Capstone #1 | Insider Director Stock and Compensation
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MODULE FOUR
Stock Options & Form 4
- Understand and calculate the value of stock options
- Recognize when to use the Form 4
- Differentiate between stock and derivatives
In this module, you’ll be asked to complete the following assignments:
- Homework | Calculate Stock Options and Information from Form 4
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MODULE SIX
Back At The Office Applications
- Consider other implications of insider status
- Create action statements for frontline fundraisers
- Evaluate tools available for insiders
In this module, you’ll be asked to complete the following assignments:
- Homework | Understanding Wealth Creation
- Capstone #2 | Insider Executive Stock and Compensation
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BONUS RESOURCES
- Insider Stock and Compensation Textbook
- Insider Executive homework with answer key
- Fillable Course Workbook
What's Included?
-
MODULE ONE
Introduction To Public Companies
- Discover how publicly traded company stock creates wealth
- Find and navigate EDGAR, a primary source of information
- Choose key information from Proxy filings
In this module, you’ll be asked to complete the following assignments:
- Homework | Find information from the Proxy
-
MODULE TWO
Equity Ownership
- Explain why beneficial ownership is important
- How and when to research quickly
- Calculate stock and stock units
In this module, you’ll be asked to complete the following assignments:
- Homework | Insider Beneficial Ownership
- Capstone #1 | Insider Director Stock and Compensation
-
MODULE THREE
Executive Compensation
- Consider why executives are paid mostly with equity
- Compare how directors and executives are compensated
- Differentiate between equity and non-equity compensation
In this module, you’ll be asked to complete the following assignments:
- Homework | Separate Equity and Non-Equity (Cash) Compensation
-
MODULE FOUR
Stock Options & Form 4
- Understand and calculate the value of stock options
- Recognize when to use the Form 4
- Differentiate between stock and derivatives
In this module, you’ll be asked to complete the following assignments:
- Homework | Calculate Stock Options and Information from Form 4
-
MODULE FIVE
Deep Research on Insiders
- Distinguish when to do fast or deeper research
- Find and calculate change in control packages
In this module, you’ll be asked to complete the following assignments:
- Homework | Understanding Change in Control
-
MODULE SIX
Back At The Office Applications
- Consider other implications of insider status
- Create action statements for frontline fundraisers
- Evaluate tools available for insiders
In this module, you’ll be asked to complete the following assignments:
- Homework | Understanding Wealth Creation
- Capstone #2 | Insider Executive Stock and Compensation
-
BONUS RESOURCES
- Insider Stock and Compensation Textbook
- Insider Executive homework with answer key
- Fillable Course Workbook
2 hours
Video Lessons
2
Bonus Downloads
6
Modules
12
Coaching Calls
Enroll today!
join the Insider Stock & Compensation Course
$990
What's waiting for you...
- 12-month access
- 12-month access to group coaching calls
- Instructor feedback on homework
- Includes the full textbook PDF download
- Digital badge and certificate of competency
Enroll today!
join the Insider Stock & Compensation Course
$990
What's waiting for you...
- 12-month access
- 12-month access to group coaching calls
- Instructor feedback on homework
- Includes the full textbook PDF download
- Digital badge and certificate of competency
Frequently Asked
Questions
How soon can I access the course once I place my order?
As soon as you buy the course, your username and password will be emailed to you for immediate access.
How long will I have access to the course?
You will have access to the course for 12 months from the date you purchase. During this time period, you also have access to the live Group Coaching Calls held monthly.
Who is this course designed for?
Please note that this course is designed for a researcher new to financial filings, or a researcher who wants to fill in the knowledge gaps. This course is NOT designed for researchers with a deep knowledge of public companies and SEC filings.
How long will it take me to complete the course?
We typically design the courses for about 5 to 10 hours per module. You may need more or less time depending on the complexity of the content and the experiences and skills you bring to the course. Some students zip through a course in a month, others take many months.
What is the course format?
Our on-demand courses provide short video lectures and written content together with quizzes and homework. You can submit your homework for instructor feedback and successful completion of all capstone homework assignments will earn you a digital badge and certificate of competency.
Is it interactive and can I ask the instructor questions?
Absolutely! Your purchase comes with a monthly, live Group Coaching Call with your instructor. You also have access to the Institute’s free, public Learning Community Forums where you can direct message your instructor and connect with your peers.
Can I get a group discount?
Yes. If you have a team of three or more people, please contact sales@prospectresearchinstitute.org to ask about volume discounts. We also offer private training for groups.
Frequently Asked
Questions
How soon can I access the course once I place my order?
As soon as you buy the course, your username and password will be emailed to you for immediate access.
How long will I have access to the course?
You will have access to the course for 12 months from the date you purchase. During this time period, you also have access to the live Group Coaching Calls held monthly.
Who is this course designed for?
Please note that this course is designed for a researcher with three or fewer years of experience, or someone who doesn’t research often. This course is NOT designed for researchers with many years of experience preparing prospect profiles.
How long will it take me to complete the course?
We typically design the courses for about 5 to 10 hours per module. You may need more or less time depending on the complexity of the content and the experiences and skills you bring to the course. Some students zip through a course in a month, others take many months.
What is the course format?
Our on-demand courses provide short video lectures and written content together with quizzes and homework. You can submit your homework for instructor feedback and successful completion of all capstone homework assignments will earn you a digital badge and certificate of competency.
Is it interactive and can I ask the instructor questions?
Absolutely! Your purchase comes with a monthly, live Group Coaching Call with your instructor. You also have access to the Institute’s free, public Learning Community Forums where you can direct message your instructor and connect with your peers.
Can I get a group discount?
Yes. If you have a team of three or more people, please contact sales@prospectresearchinstitute.org to ask about volume discounts. We also offer private training for groups.
