2014 BetterInvesting National Convention - Full Event Schedule

Transcription

1 rsday, May 15, /15/ :00AM 11:30AM Registration Desk Open for Chapter Volunteers Diane Amendt 5/15/ :30AM 12:50PM Lunch for Chapter Volunteers 5/15/ :00PM 12:20PM Volunteer Welcome Kamie Zaracki, Roger Ganser 5/15/ :25PM 12:50PM Corporate Presentation: Coeur Mining; NYSE:CDE Bridget Freas 5/15/ :55PM 1:20PM Corporate Presentation: Trans Energy; OTC:TENG 5/15/2014 2:00PM 5:00PM Registration Open All Attendees 5/15/2014 2:00PM 5:00PM VT001 Volunteer Training 5/15/2014 5:00PM 5:30PM VT011 South East Regional Meeting 5/15/2014 5:00PM 5:30PM VT012 South West Regional Meeting 5/15/2014 5:00PM 5:30PM VT013 North West Regional Meeting 5/15/2014 5:00PM 5:30PM VT014 South Central Regional Meeting Diane Amendt Carol Theine Linda Glein Joe Parks 5/15/2014 5:00PM 5:30PM VT015 North East Regional Meeting Mimi Rauschelbach 5/15/2014 5:00PM 5:30PM VT016 North Central Regional Meeting Gretchen Hurt 5/15/2014 5:00PM 5:30PM VT017 Mid Central Regional Meeting 5/15/2014 5:30PM 6:00PM Welcome Room for FIRST Time Attendees Claire Struthers Kamie Zaracki Chicago Ballroom A,B 5/15/2014 6:00PM 7:30PM BINC Officially Opens - Welcome Reception Sponsored by StoneMor Partners (NYSE:STON) 5/15/2014 7:30PM 8:30PM 051 Let's Talk Stock Ken Kavula, Mark Robertson, Hugh McManus, Ann Cuneaz, Kim Butcher, Pat day, May 16, /16/2014 6:00AM 12:00PM Registration Desk Open 5/16/2014 7:30AM 8:00AM Breakfast for Registered BINC Attendees River urday, April 05, 2014 Page 1 of 6

2 day, May 16, /16/2014 8:00AM 8:25AM Corporate Presentation: General Mills; NYSE:GIS Penny LaPorte 5/16/2014 8:25AM 8:50AM Corporate Presentation: National Retail Properties; Chris Barry NYSE:NNN 5/16/2014 9:00AM 9:50AM 111 Selecting the Best Companies 5/16/2014 9:00AM 9:50AM 112 Every Picture Tells A Story 5/16/2014 9:00AM 9:50AM 113 Avoiding the Traps and Making Money in Technology Stocks Miles Putnam 5/16/2014 9:00AM 9:50AM 114 International Investing Hugh McManus 5/16/2014 9:00AM 9:50AM 115 Dividends -- For Current Income and Future Return Shanna Rendon 5/16/ :00AM 10:50AM 121 Determining a Fair Price 5/16/ :00AM 10:50AM 122 The Ins and Outs of Exchange Traded Funds Allen Holdsworth 5/16/ :00AM 10:50AM 123 Funding Your Retirement and Living off Your Investments Gary Ball 5/16/ :00AM 10:50AM 124 Portfolio Design & Management (Part 1) Mark Robertson 5/16/ :00AM 10:50AM 125 A Live Repair Shop Scott Horsburgh 5/16/ :00AM 11:50AM 131 Estimating Future Growth 5/16/ :00AM 11:50AM 132 Finding Winners with the Online Stock Comparison Guide 5/16/ :00AM 11:50AM 133 Ups and Downs of Cyclical Stocks Kim Butcher Jim Hurt 5/16/ :00AM 11:50AM 134 This Is Not Your Mother s 401(k) Jackie Koski 5/16/ :00AM 11:50AM 135 Investment Valuation Ratios Diane Amendt 5/16/ :00PM 12:30PM Lunch for Registered BINC Attendees 5/16/ :30PM 12:55PM Corporate Presentation: American Electric Power; NYSE: AEP Julie Sloat 5/16/2014 1:00PM 1:25PM Corporate Presentation: Kraft Foods Group; NASDAQ:KRFT Doug DuMars 5/16/2014 1:30PM 1:45PM George A Nicholson Jr. Distinguished Service Award in Roger Ganser & Beth Investment Education Hamm urday, April 05, 2014 Page 2 of 6

3 day, May 16, /16/2014 2:00PM 4:00PM Registration Desk Open 5/16/2014 2:00PM 2:50PM 141 Estimating P/Es 5/16/2014 2:00PM 2:50PM 142 CoreSSG and SSGPlus - What s New in Tools 5/16/2014 2:00PM 2:50PM 143 Town Hall Meeting Suzi Artzberger Kamie Zaracki 5/16/2014 2:00PM 2:50PM 144 P/E Ratios Estimating Future P/E Ratios on the SSG Gary Ball 5/16/2014 2:00PM 2:50PM 145 Portfolio Design & Management (Part 2) Mark Robertson 5/16/2014 3:00PM 3:50PM 151 Chart a Course to Better Sales Growth Forecasts (Class 1 of 4) 5/16/2014 3:00PM 3:50PM 152 Unconventional Equities (REITs & MLPs - basic) 5/16/2014 3:00PM 3:50PM 153 Simplified Income Statement: Preferred Procedure Ann Cuneaz Shanna Rendon 5/16/2014 3:00PM 3:50PM 154 Investing For Income Allen Holdsworth 5/16/2014 3:00PM 3:50PM 155 Everything You Need to Know About Municipal Bonds Scott Horsburgh 5/16/2014 4:00PM 4:50PM 161 Chart a Course to Better EPS Growth Forecasts (Class 2 of 4) 5/16/2014 4:00PM 4:50PM 162 A Closer Look Using Quarterly Data in SSGPlus 5/16/2014 4:00PM 4:50PM 163 Leverage- The Good, The Bad, and The Ugly Carol Theine Ann Cuneaz Jim Hurt 5/16/2014 4:00PM 4:50PM 164 Dissecting and Exploring Return on Equity Gary Ball 5/16/2014 4:00PM 4:50PM 165 Two Guys Talk Stock Ken Kavula, Mark Robertson 5/16/2014 5:00PM 6:30PM Social Hour with Corporate Sponsors 5/16/2014 6:30PM 12:00AM Discover Chicago on Your Own: Night On The Town Chicago Ballroom CDE 5/16/2014 7:30PM 9:30PM BINC@Nite Join Fellow BI Members and Share Ideas urday, May 17, /17/2014 7:00AM 12:00PM Registration Desk Open 5/17/2014 7:30AM 8:00AM Breakfast for Registered BINC Attendees urday, April 05, 2014 Page 3 of 6

4 urday, May 17, /17/2014 8:05AM 8:30AM Corporate Presentation: American Water Works; NYSE:AWK Durgesh Chopra 5/17/2014 8:30AM 8:55AM Corporate Presentation: General Electric; NYSE:GE Joanna H. Morris & Irene McGeachy 5/17/2014 9:00AM 9:25AM Corporate Presentation: U-Vend 5/17/2014 9:00AM 9:25AM Corporate Presentation: American States Water Company; Janine Zanelli NYSE:AWR 5/17/2014 9:00AM 9:25AM Corporate Presentation: Speedemissions; OTC:SPMI 5/17/2014 9:00AM 9:25AM Corporate Presentation: Duke Energy; NYSE:DUK 5/17/2014 9:00AM 9:25AM Corporate Presentation: Snap On Tools; NYSE:SNA Rich Parlontieri Joseph P. Crapster Leslie Katcoski 5/17/2014 9:30AM 10:20AM Keynes's Way to Wealth: Timeless Investment Lessons for John Wasik Any Generation 5/17/ :25AM 10:50AM Corporate Presentation: Procter & Gamble; NYSE:PG 5/17/ :25AM 10:50AM Corporate Presentation: Banco Santander; NYSE:SAN Naomi Sayles Bill Sullivan 5/17/ :25AM 10:50AM Corporate Presentation: Taggart Income Investments 5/17/ :25AM 10:50AM Corporate Presentation: 5/17/ :25AM 10:50AM Corporate Presentation: EPR Properties; NYSE:EPR 5/17/ :40AM 12:30PM EXPO: Corporate Tables Open-Door Prizes 5/17/ :00PM 4:00PM Registration Desk Open Brian Moriarty Chicago Ballroom CDE 5/17/ :30PM 1:00PM Lunch for Registered BINC Attendees 5/17/ :30PM 1:00PM PUBLIC - LUNCH ON YOUR OWN 5/17/2014 1:00PM 1:25PM Corporate Presentation: Banco Bilbao Vizcaya Argentaria; Ed Bilek NYSE:BBVA 5/17/2014 1:30PM 1:55PM Corporate Presentation: 5/17/2014 2:00PM 2:50PM 211 The Highs and Lows of P/E Projections (Class 3 of 4) 5/17/2014 2:00PM 2:50PM 212 Why Options? Why Bother? Ken Kavula James B. Bittman NONE urday, April 05, 2014 Page 4 of 6

5 urday, May 17, /17/2014 2:00PM 2:50PM 213 Why Invest? Kamie Zaracki 5/17/2014 2:00PM 2:50PM 214 Managing a Successful Stock Portfolio Gary Ball 5/17/2014 2:00PM 2:50PM 215 How I Study a Stock Hugh McManas 5/17/2014 3:00PM 3:50PM The Morningstar Approach to Dividends: Making Your Josh Peters Stocks Pay 5/17/2014 4:00PM 4:50PM 221 The Finishing Touches - Low Price and Payout Ratio Projections (Class 4 of 4) 5/17/2014 4:00PM 4:50PM 222 Income Strategies for Conservative Investors 5/17/2014 4:00PM 4:50PM 223 Why We Do What We Do: An Affirmation and Explanation of the BetterInvesting Method Dennis Genord James B. Bittman Ken Kavula 5/17/2014 4:00PM 4:50PM 224 Stock Ideas The Investor Advisory Service Dan Boyle 5/17/2014 4:00PM 4:50PM 225 FINRA Class Christine Kieffer 5/17/2014 5:00PM 5:50PM 231 Regulatory Update from the SEC 5/17/2014 5:00PM 5:50PM 232 Planning Options Trades 5/17/2014 5:00PM 5:50PM 233 How Simple Is it? 5/17/2014 5:00PM 5:50PM 234 News and Noise Lori Schock James B. Bittman Jim Hurt 5/17/2014 5:00PM 5:50PM 235 The Mid-Michigan Roundtable Ken Kavula, Hugh McManus, Mark Robertson 5/17/2014 6:30PM 7:00PM CASH BAR 5/17/2014 7:00PM 8:30PM Volunteer Recognition Dinner and Awards day, May 18, /18/2014 7:00AM 10:00AM Registration Desk Open 5/18/2014 7:30AM 8:00AM Breakfast for Registered BINC Attendees 5/18/2014 8:00AM 8:25AM Corporate Presentation: Juhl Energy/Juhl Wind, Inc.; John Mitola OTC:JUHL urday, April 05, 2014 Page 5 of 6

6 day, May 18, /18/2014 8:30AM 8:55AM Corporate Presentation: 5/18/2014 9:00AM 9:50AM 311 Let s Talk Healthcare Stocks 5/18/2014 9:00AM 9:50AM 312 Free Cash Flow Analysis 5/18/2014 9:00AM 9:50AM 313 Buy the Best (Part 1): The Nuts and Bolts of Studying an Industry Dan Boyle, Shanna Rendon Hugh McManus Ken Kavula 5/18/2014 9:00AM 9:50AM 314 Sectors, Industries and Your Portfolio Suzi Artzberger 5/18/2014 9:00AM 9:50AM 315 Social Security Strategies: Maximizing Your Income Christ Powell 5/18/ :00AM 10:50AM 321 Secrets of Successful Stock Screening with MyStockProspector.com 5/18/ :00AM 10:50AM 322 Challenging Weak Stocks in your Portfolio 5/18/ :00AM 10:50AM 323 Buy the Best(Part 2): Presenting an Industry Study and Making the Final Choice Using the Stock Comparison Guide Doug Gerlach Ken Kavula, MaryAnn Rentsch, Joe Parks, Diane Amendt, Pat 5/18/ :00AM 10:50AM 324 The BI Gals Talk Stocks Kim Butcher, Mary Enright, Suzi Artzberger 5/18/ :00AM 10:50AM 325 Warnings and Red Flags NOT on the SSG Ann Cuneaz 5/18/ :00AM 11:50AM 331 Your Investment Club in the Cloud 5/18/ :00AM 11:50AM 332 Understanding and Using P/E Ratios 5/18/ :00AM 11:50AM 333 Toolkit 6 vs the SSGPlus Doug Gerlach Allen Holdsworth Claire Struthers, Shanna Rendon 5/18/ :00AM 11:50AM 334 Retirement Accounts: Nuts, Bolts & Snags in Various Christi Powell Accounts 5/18/ :00AM 11:50AM 335 Let s Talk Stocks PRO/AM Jim Crabill, Dan Boyle 5/18/ :00PM 12:00PM Have a Safe Trip Home and Look Forward to Seeing You in San Jose, California for BINC 2015 (May 14-17, 2015) urday, April 05, 2014 Page 6 of 6