[APRA-NW] APRA NW is hosting its October webinar titled “Stockholdings Research: Understanding SEC Filings.” UPDATE

Roesler, Jason Michael jroesler at wsu.edu
Fri Oct 16 10:18:01 PDT 2015


UPDATE: We have added viewing locations in Bozeman and Missoula, MT.

APRA NW is hosting its October webinar titled “Stockholdings Research: Understanding SEC Filings.”

Refresh: Stockholdings Research: Understanding SEC Filings
Presenter: Charles Carr, Massachusetts Institute of Technology
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.

Please visit the APRA NW website to register. http://www.apra-nw.org/page-1092815

Seattle, WA

Tuesday, October 27th from 9:00 to 11:00

UW Tower, 45th and Brooklyn

Washington Commons Boardroom, in the lobby of the S building

Use the entrance to the Washington Commons off the plaza on Brooklyn (to the left of the fountain). The boardroom is directly to your left after you enter.

http://www.washington.edu/alumni/about/commons.html<https://urldefense.proofpoint.com/v1/url?u=http://www.washington.edu/alumni/about/commons.html&k=EWEYHnIvm0nsSxnW5y9VIw%3D%3D%0A&r=E379kyxo5H9VhrBaVV8DOw%3D%3D%0A&m=RUpb%2BwsTzVF%2BBJ6rQahECsadAtkSVV6GayS3aec46XE%3D%0A&s=b79a56dbbc440d751a298c92f6d0123ec30260d65dc1ad71d10e3309a45b6186>

Seattle contact: Susan Hayes-McQueen 206-221-5667

shq at uw.edu<mailto:shq at uw.edu>



Portland, OR

Tuesday, October 27th from 10:00 to 12:00
Portland State University Foundation
Market Center Building
1600 SW 4th Ave. Suite 730 (Marquam conference room)
Portland, Oregon 97201
Portland contact: Roshelle Hall 503-725-5057
Roshelle at pdx.edu<mailto:Roshelle at pdx.edu>



Pullman, WA

Tuesday, October 27th from 9:00 to 11:00

Washington State University Foundation

Town Centre 205

Pullman, WA 99164

Pullman Contact: Jason Roesler 509-335-8115

jroesler at wsu.edu<mailto:jroesler at wsu.edu>



Spokane, WA

Tuesday, October 27th from 9:00 to 11:00

Gonzaga University

College Hall, Basement, Room 036

Spokane, WA 99258

http://www.gonzaga.edu/about/CampusMap/interactive-map.asp<https://urldefense.proofpoint.com/v1/url?u=http://www.gonzaga.edu/about/CampusMap/interactive-map.asp&k=EWEYHnIvm0nsSxnW5y9VIw%3D%3D%0A&r=E379kyxo5H9VhrBaVV8DOw%3D%3D%0A&m=JC2r5suS11Y%2FW%2Fse7v3K2Nqnfw4Hu2%2FLAdxvKl2D3vo%3D%0A&s=10c903f13589c6010809d2839b8e51258582eac9578db3abeb02959ea4bf16fd>
Spokane Contact: Coral Pruitt 509-313-6250
pruittc at gonzaga.edu<mailto:pruittc at gonzaga.edu>

Bozeman, MT
Tuesday, October 27 from 1:00 pm - 3:00 pm
MSU Alumni Foundation “Blue” Conference Room
1501 South 11th Ave.
Bozeman, MT 59715
Bozeman Contact: Sonya Bahr 406-994-7576
sonja.bahr at ymail.com<mailto:sonja.bahr at ymail.com>.

Missoula, MT
Tuesday, October 27th from 9:00 to 11:00
University of Montana
Brantly Hall, President’s Room (1st Floor)
600 Connell Ave.
Missoula, Montana 59807
Missoula contact: Anne Geiger 406 -243-6209
anne.geiger at mso.umt.edu<mailto:anne.geiger at mso.umt.edu>




Jason Roesler ’02, ‘05
Director of Prospect Research and Management
WSU Foundation
Town Centre, Suite 301
P.O. Box 641925
Pullman, WA 99164-1925
Tel: (509) 335-8115

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