"Tips and Tricks to Search Sec.Gov for the Prospect Researcher." (For the New England Development Researchers Association (NEDRA) Annual Conference, Apr. 11, 2019, Portland, ME)   PowerPoint |  PDF

Handout: Resources List (PDF)

"The Value of Donor Research: Free and Fee Sources and Their Pros and Cons. " (For The Nonprofit Center of the Berkshires, January 29, 2019, Stockbridge, MA)     PowerPoint  | PDF

Handouts:  Resources List (PDF) | SEC Documents (PDF) | Wealth Capacity (PDF)