NanoConference Feedback
Upcoming >>> July 2021
Director Remuneration - A Day Course, with Jonathan Jeffery - 22nd & 23rd July - Link here >
NanoConference Subscription
Feedback Form
All feedback is anonymous unless you provide your email address at the end of the form. Please do sign up to our Newsletter to stay informed.
Training On Demand
Date: Held, 30th June 2020
Duration: c90 minutes
Format: Live Online
Course Type: Essentials
For: Prospect researchers, Insight analysts
Overview
If you are wondering what a financial market is, who are the key players, the differences between a fund manager, hedge fund manager, a banker and where they hold their wealth – this is the course for you. This is a quick-fire introduction to the financial world that will give you the fundamental knowledge needed to undertake prospect research.
Full course spec download here
Key Learning
The key players in financial markets
Differences in company structure
Key information held in company accounts
Sources of wealth and tracking their performance
About the Speaker
Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.
Full bio here
Recording
Our sessions boast highly condensed and precise content. You will be sent a link, along with slides, where you will be able to watch the recording as many times as you like for up to 30 days. The recording can be watched individually or with your whole team.
Date: Held, 14th July 2020
Time: 10am to 12:00pm
Duration: 2 hrs
Format: Live Online
Course Type: Essentials
For: Major Gift Fundraisers, Directors, Trustees
Overview
Major gift fundraisers network at the highest of levels in the business world. Understanding donors and prospects businesses is essential in building an authentic and considerate philanthropic relationship. This first of its kind course helps fundraisers understand the business world to better inform ask strategies, cases for support and relationship development. The course will provide the fundamentals you need to understand the key players, markets and assets within the financial world and their practical relevance to your major gift fundraising.
Full course spec download here.
Key Learning
The key players in financial markets
Differences in company structure
Key information held in company accounts
How your prospects get paid and accumulate wealth
Questions we’ll cover
How does Director renumeration & shares holdings work?
When is the “right time” to make an ask?
What do all the job titles mean?
How do you quickly assess if a company is doing well?
What are the signs a company is about to be sold?
What are the key dates & resources in the financial world?
+ more
About the Speaker
Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.
Full bio here
With thanks to Toby Savin for content advice.
Recording
Our sessions boast highly condensed and precise content. You will be sent a link, along with slides, where you will be able to watch the recording as many times as you like for up to 30 days. The recording can be watched individually or with your whole team.
Date: Held, 28th July 2020
Time: 2pm to 3:30pm
Duration: c90 minutes
Format: Live Online
Course Type: Focus
For: Major Gift Fundraisers, Prospect Researchers, Directors, Trustees
Overview
As you develop your network, you will undoubtably contact and seek leads overseas. Therefore, it is important that you can analyse international companies and understand the different ways in which you can scrutinise information and reports. This course will help you understand the nuances, warnings signs and opportunities.
Full course spec download here
Key Learning
The legal structure of multinational and overseas companies
International markets analysis
Analysing international companies
Risks and challenges and how to overcome these
About the Speaker
Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.
Full bio here
With thanks to Toby Savin for content advice.
Recording
Our sessions boast highly condensed and precise content. You will be sent a link, along with slides, where you will be able to watch the recording as many times as you like for up to 30 days. The recording can be watched individually or with your whole team.
Recording Date: 28th & 29th October 2021
Time: x2 half days - 2:00pm to 5:30pm GMT / 10:00am to 1:30pm EST
Duration: 3.5 hours each
Format: Recording
Course Type: Focus
For: Researchers, Fundraisers, Directors - US & UK
Overview
Spend two half days going deep into Director Remuneration, covering all the essentials to properly understand or upgrade your knowledge of salary, dividends, stock options, reward plans, and pay levels for senior roles.
Key Learning
Overview of senior job roles and functions
How Director and senior pay works
Understand reward plans
Understand stock options & ‘lock in periods’
How to calculate dividends earned
How to use CAGR (Compound Annual Growth Rate)
Pay levels for senior roles & assess pay ‘liquidity’
Key dates for senior income + ‘best time to ask’
Locate this information in Company Accounts - US & UK
Ask questions in live Q&A
Now includes new material:
How a Director extracts their wealth during an IPO
How a Director extracts their wealth if they are ‘bought out’ in a Merger & Acquisition
How a Director gets paid when they leave a senior position
Should I attend if I am a Masterclass Graduate?
The session will provide a deep dive into director remuneration, providing additional insights and depth to your understanding as well as discussing the latest trends. Whilst there may be some overlap on the fundamental knowledge this will be built upon. Therefore, the session is well suited to a Masterclass graduate.
About the Speaker
Jonathan Jeffery, Associate Dean of Education, Sheffield Management School, The University of Sheffield
Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for his sense of humour and accessible teaching style.
Full bio here
Tickets
Include Handouts + Access to Recording for up to 1 month. All funds raised go back into the CIC aims.
Date: 16th Sept 2020
Time: 3pm to 4:30pm BST
Duration: 90 minutes
Format: Live Online - Also available as part of our Masterclass
Course Type: Focus
For: Researchers, Fundraisers, Directors - US & UK
Overview
Navigating director remuneration can be a minefield. Are you struggling to understand the difference between a share incentive plan, directors bonus and a performance bonus? Do you need to estimate director remuneration or find out a good time to make an approach? If so this course will give you all the answers you need!
Full course spec download here
Key Learning
Composition of director remuneration
Sourcing and estimating director remuneration / wealth
Key dates to look out for
How to apply this knowledge to fundraising research and major gift asks
About the Speaker
Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.
Full bio here
With thanks to Toby Savin for content advice.
Recording
Our sessions boast highly condensed and precise content. You will be sent a link, along with slides, where you will be able to watch the recording as many times as you like for up to 30 days. The recording can be watched individually or with your whole team.
Date Recorded: 30th Sept 2020
Duration: 100 minutes
Format: Live Online
Course Type: Focus
For: Trust Fundraising, Prospect Managers, Fundraisers, Start up
Overview
This course covers techniques on how to research Trust & Foundations successfully, establishing both relevance and monetary value of their giving. It is also covers essential strategic tools to build a balanced Trust fundraising pipeline, including how to calculate potential income from a pool and, if needed, to build one yourself in excel. Whether you’re a beginner or advanced, this will have something for everyone!
This You Will Learn
Trust & Foundation research techniques, tips & tricks
Expert concepts for successful pipeline building and income projections
Practical Excel knowledge for pipeline management
About the Speakers
Suzie Stephens
Suzie has been working in Prospect Development for over a decade and brings a wealth of experience and knowledge of the profession, working in both non-profit and consultancy environments. She has worked with a range of organisations including national charities, specialist non-profits, educational institutions and start-up organisations, supporting a plethora of causes. As well as running The Prospect Development Company since 2016, Suzie was Prospect Development Manager at Save the Children UK (2010-2020), leading its Prospect Development Team with responsibility for all aspects of prospect research, pipeline management and due diligence.
Full bio here.
Mike Sawkins
Mike is an experienced trust fundraiser who has helped charities both large and small to secure grants ranging from £100 to over £100,000. He brings a unique perspective to the role, having obtained a PhD in Regenerative Medicine and spent several years in academia before bringing his grant writing and analytical skills into the voluntary sector. He also sits on the board of a grant-making trust, so he knows first-hand what funders are looking for in an application.
Full bio here.
Purchase
Comes with Slides, Recording + Excel template for Trust & Foundations pipeline valuation and tracking
Date Recorded: 14th Oct 2020
Duration: 90 minutes
Format: Recording
Course Type: Vision
For: Researchers, Fundraisers, Directors – UK & US
Overview
High income earners often have similar assets to those in finance who are typically compensated through a bonus structure. The ways in which they earn impacts how they think about their money and ultimately their philanthropy. Explore the psychology of this and strategies we might employ toward these industries.
What You Will Learn
Different compensation structures - Hedge Funds, Venture Capital, Private Equity & more
General compensation packages for high earners - from consultants, entertainers, lawyers to physicians
Start Ups – how their funding works
Psychology of money – understand research into how people budget
How to adapt ask and research strategies to income psychology
Take home – impressive collection of data on compensation packages
About the Speaker
Amy is the managing director of prospect management at Harvard University's Office of Alumni Affairs and Development. In 2016, she created the first prospect management team for the Faculty of Arts and Sciences at Harvard. Prior to joining Harvard in 2003, she was the director of research at the YMCA of Greater New York in Manhattan.
Begg serves as a trustee and secretary for the University System of New Hampshire (USNH), which includes all of the public colleges and universities in the State of New Hampshire. As trustee she serves on the Executive Committee, Finance Committee on Investments, and the Governance Committee. She is a past president and board member of the New England Development Research Association (NEDRA). Previously, she served as a board member for the Plymouth State Alumni Association, including a term as chair of the association.
Purchase
Comes with Slides & Recording
Date Recorded: 12th Nov 2020
Duration: 90 minutes
Format: Live Online
Course Type: Focus
For: Researchers, Fundraisers, Directors - US & UK
Overview
As fundraising intelligence professionals and fundraisers, we spend a lot of our time trying to build prospect pools of individual major donor prospects for our fundraising goals.
In doing this we tend to fall back on a range of factors, mixing intuition with old familiar concepts from prospect research or fundraising strategy, without necessarily knowing if either have a solid foundation. We may not be sure whether our fundraising goal or prospecting brief is realistic, or what kind of factors we might look out for when analysing the strength of our prospect pools.
This session looks out how we can use data to guide our expectations when going about identifying major donor prospects – focusing on individuals – and how this can give us a stronger and more confident voice in forming strategy.
This will be done by bringing together separate strands of data, spending time looking at wealth and income populations and at a survey of the profile of major donors; ending with reflections on the psychology of income (a subject covered in detail in Amy Begg’s Pyrotalk on 14 October 2020).
The session aims to be thought-provoking both for those who are newer to this work and for those with more experience. It will use UK data in its examples but the principles discussed apply regardless of geography.
Note: a version of this presentation was given at the CASE Development Services Conference held in Manchester in March 2020 met with exceptionally high reviews.
Key Learning
Understand key theories behind prospect identification
Understand drivers behind major giving
Gain insight how income psychology effects giving
Understand how to factor in intuition in you strategy
Learn key data points to focus in on and refine
Explore how to integrate all the above to advance your own identification strategies
About the Speaker
Charles Kingston, Head of Prospect Research, The University of Oxford
For over a decade Charles has led the team responsible for prospect research and due diligence for the University of Oxford’s fundraising activity. This has included the duration of its successful campaign which ended in 2019 with £3.3bn raised, the largest in UK history.
Charles has spent his career in research, information and knowledge management, previously within a ‘big four’ professional services firm; a leading business institute; and a global pharmaceutical business.
Purchase
Comes with Slides & Recording
Date Recorded: 30th Nov 2020
Duration: 2 hours - 90min content + 30min Q&A
Format: Recording + Also available as part of our Masterclass
Course Type: Focus
For: Researchers, Fundraisers, Directors - US & UK
Overview
Who are the mysterious people that manage others wealth? What are their considerations? What is a private bank and how do they operate? What does a wealth manager and philanthropy advisor actually do? How can we access them and what can we learn?
Key Learning
Know the differences between wealth and investment management
Know how private banking differs to retail banking
Who are the main private banks and what services do they offer
Learn about wealth managers & philanthropy advisor roles - from the professionals themselves
Learn what common challenges they solve for their clients
Learn the best ways to access these professionals and what type of relationship can be built with them
Learn how understanding these roles can expand giving options for our donors
About the Speakers
Anthony Donatelli, Executive Director, Head of Philanthropy Services UK, UBS Bank
In his 12 years at UBS, Anthony has worked across various capacities in New York, Sydney, and London, Anthony joined the Philanthropy Services UK in April 2015. The team covers the UBS UK Donor-Advised Foundation, the UBS Optimus Foundation UK, Impact Investing and Philanthropy Advisory for UK clients. Anthony has a MBA from Duke University
Bio here
Raj Shah, Owner, Blue Wealth Capital
Raj Shah is an independent financial planner and owner of Blue Wealth Capital, where he predominantly works with HNW business owners and retirees. Here he helps his clients to identify, achieve and maintain their desired lifestyle.
Raj has been Shortlisted for Financial Planner of the Year, listed as one of 42 under the age of 42 “Brightest and Best” businesses in Yorkshire, a Finalist for Excellence in Professional Services and a Finalist for Investment Adviser of the Year. He has also appeared on Channel 4 news, and as a Money Expert on BBC radio, as well as features for the Financial Times, Money Observer, The Sunday Times and The Independent.
Bio here
Jonathan Jeffery, Lecturer in Finance, The University of Sheffield
Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.
Full bio here
With thanks to Toby Savin for content advice.
Note
For those on the Masterclass, this session is part of the programme, so you don’t need to do anything other than join as normal.
Purchase
Ticket comes with Slides & Recording
For those on the Masterclass, it can be found in the Masterclass Hub
Duration: 90 minutes
Format: Live Online
Course Type: Essentials
For: Prospect Researchers, Fundraisers, Directors
Overview
Go from zero to hero in 90 minutes. This training course will provide you with a foundation and key terms to understand company accounts which you can use to enhance your fundraising and understanding of wealth.
Full course spec download here.
Key Learning
Why LTD, PLC and LLP structures matter
Understanding key financial statements and key reporting dates
Understand the 5 key terms - profit, cash, depreciation, net assets and enterprise value
Magic metrics; the not so secret secrets from an insider
Company ownership – who owns what?
About the Speaker
Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.
Full bio here
With thanks to Toby Savin for content advice.
Recording
Our sessions boast highly condensed and precise content. You will be sent a link, along with slides, where you will be able to watch the recording as many times as you like for up to 30 days. The recording can be watched individually or with your whole team.