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On The Pulse: The Year Ahead - 27th January 2027
Date: 27th January 2027
Time: 2.00pm-3.15pm UK / 9.00am-10.15pm ET
Duration: 1 hr 15min (60min content + 15min Q&A)
Format: Live Online
Course Type: On The Pulse
For: Researchers, Fundraisers, Directors - UK, US, International
On The Pulse
Welcome to the second session in our exciting new series On The Pulse by PyroTalks CIC. These are short sharp sessions intended to provide ‘hot off the press’ information and realtime intelligence on the markets as they move. The insights shared will help not for profit teams know when to act and which prospects should be prioritised, right now!
Overview
The Year Ahead Tax, bonuses, regulation and sector outlook and what they mean for your pipeline
Every year, prospect researchers are asked variations of the same question: who should we be talking to, and when? The answer usually depends less on the individual than on the calendar around them when the Budget lands, when bonuses are paid, when deferred shares vest, when a sector turns, when a business finally sells.
This session maps that calendar out for the year ahead, so you can plan against it rather than react to it.
What The Session Will Cover
The Fiscal Calendar
The dates that shape wealth and giving across the year: the Autumn Budget on 28 October, the run-up to 5 April, and the equivalent pinch points in the US and Australian tax years. We look at what typically moves in a Budget, what tends to be trailed in advance, and how announced-but-not-yet-implemented changes drive behaviour long before they take effect.
Tax Changes & What They Do
Not a policy briefing, but a translation exercise: how a change to rates, thresholds, reliefs or allowances feeds through to disposable wealth, gift timing and the attractiveness of giving as a route. Where relief-driven giving becomes more or less appealing, and which prospect profiles are most exposed to whichever way the year goes. We will also explore the millionaire exodus in this context.
Bonus & Remuneration Season(s)
When the major banks, funds, professional services firms and corporates actually pay and the gap between a headline number and cash in hand. Deferred stock, multi-year vesting schedules, clawback provisions, carried interest and share option cycles all mean the year a prospect is reported to have had a good year is frequently not the year they can act on it. We work through how to read that properly.
Regulatory & Reporting Change
What's shifting in company reporting, disclosure and transparency, and what each change opens up or closes off for researchers. New filing requirements create new sources; relaxed ones create blind spots. Either way it changes what you can find.
Sector Outlook
Where the growth is expected, where the pressure is building, and where the picture is genuinely uncertain across the sectors most likely to appear in your portfolio. Crucially, we look at the lag: sector performance shows up in wealth indicators months or years after it shows up in the news, and knowing the delay is the difference between a well-timed approach and a badly judged one.
Liquidity Events
The conditions that turn paper wealth into transferable wealth: flotations, acquisitions, private equity exits, property disposals. And what the current market suggests about how many of those we'll see this year.
Turning It Into A Plan
We close on the practical part: how to translate all of the above into a prioritised pipeline, a rough timing map for the year, and a short list of prospects worth revisiting now because something around them has changed.
Who it's for?
Prospect researchers, prospect development teams, and fundraisers responsible for pipeline planning and prioritisation. Useful whether you're building a case for the year's strategy, sense-checking an existing pipeline, or simply want a clear view of what's coming and when. No specialist financial background required
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.
Recordings
Recordings available, though we encourage all participants to attend live as much as possible.
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 ideally for charities with 1m or less income, though any organisation with restricted training budget is welcome to select this option
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: 27th January 2027
Time: 2.00pm-3.15pm UK / 9.00am-10.15pm ET
Duration: 1 hr 15min (60min content + 15min Q&A)
Format: Live Online
Course Type: On The Pulse
For: Researchers, Fundraisers, Directors - UK, US, International
On The Pulse
Welcome to the second session in our exciting new series On The Pulse by PyroTalks CIC. These are short sharp sessions intended to provide ‘hot off the press’ information and realtime intelligence on the markets as they move. The insights shared will help not for profit teams know when to act and which prospects should be prioritised, right now!
Overview
The Year Ahead Tax, bonuses, regulation and sector outlook and what they mean for your pipeline
Every year, prospect researchers are asked variations of the same question: who should we be talking to, and when? The answer usually depends less on the individual than on the calendar around them when the Budget lands, when bonuses are paid, when deferred shares vest, when a sector turns, when a business finally sells.
This session maps that calendar out for the year ahead, so you can plan against it rather than react to it.
What The Session Will Cover
The Fiscal Calendar
The dates that shape wealth and giving across the year: the Autumn Budget on 28 October, the run-up to 5 April, and the equivalent pinch points in the US and Australian tax years. We look at what typically moves in a Budget, what tends to be trailed in advance, and how announced-but-not-yet-implemented changes drive behaviour long before they take effect.
Tax Changes & What They Do
Not a policy briefing, but a translation exercise: how a change to rates, thresholds, reliefs or allowances feeds through to disposable wealth, gift timing and the attractiveness of giving as a route. Where relief-driven giving becomes more or less appealing, and which prospect profiles are most exposed to whichever way the year goes. We will also explore the millionaire exodus in this context.
Bonus & Remuneration Season(s)
When the major banks, funds, professional services firms and corporates actually pay and the gap between a headline number and cash in hand. Deferred stock, multi-year vesting schedules, clawback provisions, carried interest and share option cycles all mean the year a prospect is reported to have had a good year is frequently not the year they can act on it. We work through how to read that properly.
Regulatory & Reporting Change
What's shifting in company reporting, disclosure and transparency, and what each change opens up or closes off for researchers. New filing requirements create new sources; relaxed ones create blind spots. Either way it changes what you can find.
Sector Outlook
Where the growth is expected, where the pressure is building, and where the picture is genuinely uncertain across the sectors most likely to appear in your portfolio. Crucially, we look at the lag: sector performance shows up in wealth indicators months or years after it shows up in the news, and knowing the delay is the difference between a well-timed approach and a badly judged one.
Liquidity Events
The conditions that turn paper wealth into transferable wealth: flotations, acquisitions, private equity exits, property disposals. And what the current market suggests about how many of those we'll see this year.
Turning It Into A Plan
We close on the practical part: how to translate all of the above into a prioritised pipeline, a rough timing map for the year, and a short list of prospects worth revisiting now because something around them has changed.
Who it's for?
Prospect researchers, prospect development teams, and fundraisers responsible for pipeline planning and prioritisation. Useful whether you're building a case for the year's strategy, sense-checking an existing pipeline, or simply want a clear view of what's coming and when. No specialist financial background required
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.
Recordings
Recordings available, though we encourage all participants to attend live as much as possible.
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 ideally for charities with 1m or less income, though any organisation with restricted training budget is welcome to select this option
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.