In this panel discussion, Matthew Charters talks with three experienced prospect research and fundraising data professionals about the real-world AI projects they've put in place, like using Claude Code to build a custom screening tool or using self-hosted large language models as part of the prospect development pipeline. We'll also discuss the challenges involved in making sure your data and your organization are ready to take on these types of AI-focused projects. Attendees will leave with a sense of what kinds of projects might be achievable in their own shops and what has to be in place beforehand.
Matthew will be joined by Tracey Church, Principal, Researcher & Charitable Sector Consultant at Tracey Church & Associates; Sarah Marcotte, Senior Specialist and Data Steward at SickKids Foundation; and Ryan Ju, Data Analyst, Full Stack Solution & Data Science Project Lead at Concordia University.
Stream: Prospect Research & Strategy
Format: Panel