[APRA-NW] APRA-NW: January Webinar- Stockholdings Research

Karen Prater kprater at uoregon.edu
Mon Jan 14 13:44:52 PST 2013

Happy 2013, APRA-NWers!

Please join us on January 23, 2013 as we devote time to researching stock. This webinar will be broadcast in both Seattle and Portland on the same day.

Stockholdings Research: Understanding SEC Filings
Reading and understanding individuals; stockholdings reports can be a challenge, even for experienced researchers. This session includes an overview of the essential SEC filing documents and a step-by-step examination of the most important of all, the proxy statement. Free and paid sources that will help you translate this data into a solid estimate of a prospect's wealth, both current and potential will also be shared.
Presenter: Charles Carr, Sr. Principal Gifts Researcher, MIT
(webinar created in 2009)

Register Today: http://www.apra-nw.org/Default.aspx?pageId=1092815

Portland: Wednesday, January 23, 2013
10:00am to 11:30am
Portland State University
Market Center Building - 5th floor Room 541
1600 SW 4th Ave
Portland OR, 97201
Travel directions here: http://www.pdx.edu/auxs/directions-psu-campus
Parking information here: http://www.pdx.edu/transportation/hourly-visitor-parking
PSU Contact: Stacy Schoo, 503-725-2687 stacy.schoo at pdx.edu<mailto:stacy.schoo at pdx.edu>

Seattle: Wednesday, January 23, 2013
8:45am to 10:00am
Seattle University
Admissions and Alumni Building - conference room
824 12th Ave
Seattle WA, 98122
Corner of E. Marion St and 12th Ave
The conference room is clearly located to the left of the entrance on 12th Ave.
There's a campus map here: http://www.seattleu.edu/maps
Travel directions here: http://www.seattleu.edu/visit/directions/
Street parking only
SU Contact: Christina Faulhaber, 206-296-6104 faulhaberc at seattleu.edu<mailto:faulhaberc at seattleu.edu>

Free to APRA-NW members!
$10 for non-members.
Register Today: http://www.apra-nw.org/Default.aspx?pageId=1092815

We look forward to seeing you soon.

Karen Prater
APRA-NW Program Chair, 2011-2013

Karen N.B. Prater
Assistant Director, Analytics
University of Oregon, Prospect Management and Analytics
Phone: (541) 346-2010
Fax: (541) 346-1680
kprater at uoregon.edu<mailto:kprater at uoregon.edu>

This information is PRIVILEGED and CONFIDENTIAL property of the University of Oregon. Any reproduction, dissemination or disclosure is prohibited.

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