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International Prospecting: Understanding Global Business - 10th June 2027
Date: 10th June 2027
Time: 2.00pm-3.30pm UK / 9.00am-10.30pm EST
Duration: 1hr 30min (60min content + 30min Q&A)
Format: Live Online
Course Type: Focus
For: Researchers, Fundraisers, Directors - UK, US, International
Overview
Your prospects' wealth doesn't stop at the border. Founders sell to overseas buyers, executives run global businesses, families hold assets across several jurisdictions, and more of your alumni and supporters live and work abroad. Yet international prospecting is where many teams feel least confident. Disclosure rules change from country to country, company structures look unfamiliar, and the data you rely on at home may not exist at all.
This session explains how global business works and what that means for prospect research. It gives you the practical knowledge to identify international prospects, make sense of what overseas companies do and don't disclose, and judge capacity with confidence when the paper trail is thin.
What The Session Will Cover
Understanding Global Business
How international businesses are built and how they grow, from family conglomerates in Asia to US venture-backed tech and European private groups. We look at where wealth is being created around the world, which sectors and markets are driving it, and how global deal activity, listings and private markets turn business success into personal wealth.
Corporate Structures Around the World
Holding companies, groups, subsidiaries, branches and representative offices, and why each one changes what's filed, where, and how much you'll ever see. We compare common company types across key jurisdictions, and look at why a UK or US subsidiary can make a global group, and its owners, look far smaller than they really are.
Identifying International Prospects
How to spot the international connections already in your database: overseas directorships, parent companies, cross-border deals, and alumni and supporters building careers abroad. We cover the signals that suggest someone is a significant global owner or high earner, and how to prioritise international names within a portfolio.
Where to Find the Data
The most useful international sources, including company registries, stock exchange filings, beneficial ownership registers, rich lists, deal and funding databases, and local media. We look at what each source does well, where it falls short, and how to combine them to build a credible picture.
Understanding Data Limitations
Why disclosure varies so widely between countries, and how to work around limited filings, different accounting standards (GAAP vs IFRS), currency effects and language barriers. We show how to recognise when the data is telling you something, when it isn't, and how to present uncertain international estimates responsibly.
Tax, Tax Havens & the Millionaire Exodus
An introduction to how tax shapes where wealth is held and where wealthy people choose to live, including the role of offshore jurisdictions and recent moves towards ownership transparency. We also separate fact from fiction on the “millionaire exodus”: what the headlines claim, what the data actually shows, and what it means for your prospects.
Ask Strategy
How to turn international research into action: understanding wealth creation moments in different markets, how local giving culture and tax incentives can shape an approach, and how to plan cultivation and asks across borders and time zones.
Who’s It For?
Prospect researchers, prospect development teams, and fundraisers who work on international portfolios or increasingly find international elements in domestic ones. No accountancy background required; everything is explained from first principles and grounded in examples you'll recognise.
Prospect Researchers - all experience levels
Major Gift Fundraisers
Heads or Directors of Philanthropy
Any organisation engaged or aspiring to major gift fundraising
Key principles are relevant internationally
Speakers
Jonathan Jeffery, Co Founder PyroTalks CIC
Jonathan is Co-Founder & Director of Pyro.Solutions & PyroTalks CIC and leads on data analytics and education.
Jonathan graduated in 2002 with a First Class Honours Degree in Business studies, specialising in finance, and holds a MSC in Banking and Finance with Distinction.
After graduating, Jonathan worked for a leading firm as a senior investment analyst, specialising in portfolio management and investment analysis, gaining a number of professional qualifications.
Jonathan then moved into higher education and lectured in company analysis, portfolio management and financial derivatives at Undergraduate, Postgraduate and MBA level. He was also appointed as Associate Dean for Education for The University of Sheffield Management School. He left this role in 2022 to focus on Pyro.Solutions and PyroTalks CIC.
Jonathan has also taught at some of the leading European Business schools, and was a visiting professor at EDHEC University between 2013-2019. He also continues to undertake risk management and treasury consultancy for a number of leading professional bodies and organisations.
Certificate
Certificate of Completion can be provided
Tickets
Duo or Flex-Team Tickets - you do not need to provide names at booking, an open link will be sent to share with your team
Upon booking you will automatically receive two emails, a receipt of purchase & joining Instructions. Please do check spam folders. If you have booked for others, please share with them.
Includes Handout + Access to Recording for up to 1 month.
Concession tickets available for any organisation with restricted training budget or with income less than 1m
Courses are primarily for charities and not for profits, though please contact us for corporate ticket options.
All funds raised go back into the CIC aims.
Date: 10th June 2027
Time: 2.00pm-3.30pm UK / 9.00am-10.30pm EST
Duration: 1hr 30min (60min content + 30min Q&A)
Format: Live Online
Course Type: Focus
For: Researchers, Fundraisers, Directors - UK, US, International
Overview
Your prospects' wealth doesn't stop at the border. Founders sell to overseas buyers, executives run global businesses, families hold assets across several jurisdictions, and more of your alumni and supporters live and work abroad. Yet international prospecting is where many teams feel least confident. Disclosure rules change from country to country, company structures look unfamiliar, and the data you rely on at home may not exist at all.
This session explains how global business works and what that means for prospect research. It gives you the practical knowledge to identify international prospects, make sense of what overseas companies do and don't disclose, and judge capacity with confidence when the paper trail is thin.
What The Session Will Cover
Understanding Global Business
How international businesses are built and how they grow, from family conglomerates in Asia to US venture-backed tech and European private groups. We look at where wealth is being created around the world, which sectors and markets are driving it, and how global deal activity, listings and private markets turn business success into personal wealth.
Corporate Structures Around the World
Holding companies, groups, subsidiaries, branches and representative offices, and why each one changes what's filed, where, and how much you'll ever see. We compare common company types across key jurisdictions, and look at why a UK or US subsidiary can make a global group, and its owners, look far smaller than they really are.
Identifying International Prospects
How to spot the international connections already in your database: overseas directorships, parent companies, cross-border deals, and alumni and supporters building careers abroad. We cover the signals that suggest someone is a significant global owner or high earner, and how to prioritise international names within a portfolio.
Where to Find the Data
The most useful international sources, including company registries, stock exchange filings, beneficial ownership registers, rich lists, deal and funding databases, and local media. We look at what each source does well, where it falls short, and how to combine them to build a credible picture.
Understanding Data Limitations
Why disclosure varies so widely between countries, and how to work around limited filings, different accounting standards (GAAP vs IFRS), currency effects and language barriers. We show how to recognise when the data is telling you something, when it isn't, and how to present uncertain international estimates responsibly.
Tax, Tax Havens & the Millionaire Exodus
An introduction to how tax shapes where wealth is held and where wealthy people choose to live, including the role of offshore jurisdictions and recent moves towards ownership transparency. We also separate fact from fiction on the “millionaire exodus”: what the headlines claim, what the data actually shows, and what it means for your prospects.
Ask Strategy
How to turn international research into action: understanding wealth creation moments in different markets, how local giving culture and tax incentives can shape an approach, and how to plan cultivation and asks across borders and time zones.
Who’s It For?
Prospect researchers, prospect development teams, and fundraisers who work on international portfolios or increasingly find international elements in domestic ones. No accountancy background required; everything is explained from first principles and grounded in examples you'll recognise.
Prospect Researchers - all experience levels
Major Gift Fundraisers
Heads or Directors of Philanthropy
Any organisation engaged or aspiring to major gift fundraising
Key principles are relevant internationally
Speakers
Jonathan Jeffery, Co Founder PyroTalks CIC
Jonathan is Co-Founder & Director of Pyro.Solutions & PyroTalks CIC and leads on data analytics and education.
Jonathan graduated in 2002 with a First Class Honours Degree in Business studies, specialising in finance, and holds a MSC in Banking and Finance with Distinction.
After graduating, Jonathan worked for a leading firm as a senior investment analyst, specialising in portfolio management and investment analysis, gaining a number of professional qualifications.
Jonathan then moved into higher education and lectured in company analysis, portfolio management and financial derivatives at Undergraduate, Postgraduate and MBA level. He was also appointed as Associate Dean for Education for The University of Sheffield Management School. He left this role in 2022 to focus on Pyro.Solutions and PyroTalks CIC.
Jonathan has also taught at some of the leading European Business schools, and was a visiting professor at EDHEC University between 2013-2019. He also continues to undertake risk management and treasury consultancy for a number of leading professional bodies and organisations.
Certificate
Certificate of Completion can be provided
Tickets
Duo or Flex-Team Tickets - you do not need to provide names at booking, an open link will be sent to share with your team
Upon booking you will automatically receive two emails, a receipt of purchase & joining Instructions. Please do check spam folders. If you have booked for others, please share with them.
Includes Handout + Access to Recording for up to 1 month.
Concession tickets available for any organisation with restricted training budget or with income less than 1m
Courses are primarily for charities and not for profits, though please contact us for corporate ticket options.
All funds raised go back into the CIC aims.