[APRA-NW] APRA NW is hosting its October webinar titled “Stockholdings Research: Understanding SEC Filings.” Update 10/21/15

Roesler, Jason Michael jroesler at wsu.edu
Wed Oct 21 14:20:49 PDT 2015

UPDATE: We have added a viewing location in Boise, ID

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.


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

Spokane Contact: Coral Pruitt 509-313-6250
pruittc at gonzaga.edu<mailto:pruittc at gonzaga.edu>

Boise, ID
Tuesday, October 27th from 10:00 – 12:00 (MT)
Boise State University
University Advancement Office
Capitol Village - 2225 W. University Dr., conference room 102
Boise Contact: Tisha Martin (208) 426-1439
tmartin at boisestate.edu<mailto:tmartin at boisestate.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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