Masterclass

Overview

Companies House is the official company and director register of the UK. Understanding it, however, is challenging. The register is vast and complex, abundant with various roles, company types, reporting levels and technical terms. Grasping this resource properly is critical when assessing UK prospects, and represents lucrative opportunities when looking for new prospects.

This Masterclass, a first of its kind, will provide an essential understanding of using and maximising Companies House for UK prospect research and fundraiser engagement for philanthropy.

7 Key Benefits

1. Gain Confidence In The UK’s Most Important Register - Understand the key roles, company types, financial terms and Companies House landscape, giving you the confidence to navigate what is the UK’s most important major gift resource.

2. Better Qualify Your UK Prospects - Understand the unique nuances of Companies House information, roles, earnings, company performance, wealth signals and charitable cause involvement to better qualify your prospects.

3. Better Understand UK Wealth Creation Moments & Time Asks - Learn how to spot bonus periods, company sales, private equity involvement etc. all on Companies House to better wealth assess your prospects and better time your asks.

4. Uncover New & Hidden UK Prospects - Learn the implications of reporting requirements, what you can know and what you can’t know from Companies House, how prospects wealth can be hidden and what to do about it.

5. Better Engage Your UK Prospect Relationships - Really understand the responsibilities of your senior prospects, their busy periods, their daily concerns and sector specific considerations to better engage your prospects.

6. Better Prioritise Your UK Prospects - By becoming proficient in the above, you will be able to better prioritise your prospects leading to more lucrative UK prospect pools.

7. Protect Your Reputation - By understanding the various data points found on Companies House, various red flags, ESG requirements etc., you can better protect your organisations reputation by engaging prospects with integrity.

Brochure

• For full information on all the modules see the embedded Course Brochure above or Download it Here

Certificate of Completion

• Certificate provided, Masterclass in Understanding Companies House for Philanthropy

Tickets & Cost

• Solo - x6 Live Modules + x1 Recap & Review - 1 Person = £295

• Duo - x6 Live Modules + x1 Recap & Review - 2 Person = £495

• Team - x6 Live Modules + x1 Recap & Review - 3-5 Places = £695

• Team Unlimited - x6 Live Modules + x1 Recap & Review - Unlimited Places = £1,250

Who is this for?

• For not for profits engaging in or aspiring to UK major gift fundraising

• Suitable for prospect researchers and major gift fundraiser roles - everyone will come away with a level of knowledge that will sharpen their practice.

• Content focused on Companies House register based in the UK - concepts covered are applicable internationally and, international organisations doing UK research will also benefit.

• A great course to attend as an individual, team or department, sparking cross function conversation and advancement. Attendees can attend all or part.

Timeline

• 14th Oct 2024 to Mid Jan 2025

• 7 weeks in total, with break

• Every Monday 2pm-4pm UK / 9am-11am EST (90min Content + 30min Q&A)

Modules

Core

Full module outlines and schedule in Course Brochure, overview below:

1. Companies House Overview

2. Understanding Directors

3. Understanding Owners & Controllers

4. Holding Companies & Ultimate Owners

5. Big Money! Sources of Transformational Wealth

6. Due Diligence & Ethics

Review

7. Course Recap & Review

Format

• Each module is 2 hours (90min Content + 30min Q&A Discussion) Live Online

• You do not have to attend every module consecutively, many are self-contained

• Recordings available for self study and up to 3 months after course end. Attend with recordings only if preferred

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