SEC Filings: More than Just Profit and Loss
Wednesday, April 28, 2010
8:30 am - 12:30 pm
Fee: AIIP members pay $120 for this half-day workshop (use discount code AIIP2010SEC); Non-members pay $135 for this half-day workshop
This half-day workshop will explore using U.S. Securities and Exchange Commission (SEC) documents to find information other than profit and loss. It will examine various SEC forms and their usefulness for gathering information such as biographies, executive networks, trusts, insider stock holdings, executive salaries, employment agreements, and more. In this session, we'll use a case study approach and participants will learn:
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Which SEC forms are most useful for gathering data when developing executive or donor profiles.
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What is a corporate "insider" and which SEC forms contain useful information.
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Other uses for insider information.
During the session, we will examine the various tools available for searching SEC documents, including free and low cost resources.
This course is taught by Marge King, president of InfoRich Group, Inc., a management-consulting firm, providing fundraising support in the areas of board development, prospect research, capital campaign, and general fundraising. She has extensive experience in the nonprofit sector and has been part of the executive management team for two internationally recognized nonprofit institutions. In addition to raising millions of dollars for her clients, she has broad experience developing and organizing nonprofit boards and advisory councils.
She also speaks and writes about contemporary fundraising and board development issues. A member of the adjunct faculty at Delaware County Community College and Eastern University, she teaches nonprofit management courses at graduate and undergraduate levels and is an instructor for the Association of Fundraising Professionals, Greater Philadelphia Chapter. She has served on several nonprofit boards and has evaluated grant proposals for the National Science Foundation. She earned a BS from Cabrini College, a MBA from St. Joseph’s University and completed a post-graduate program at Harvard University. She is a member of numerous organizations including Association of Fundraising Professionals, Association of Independent Information Professionals, and the Non-Profit Marketing Council.
For more information, contact Marge King at mking@inforichgroup.com or by phone at 1.484.461.8100.
To register, go to https://www.regonline.com/sec_filings. AIIP members receive a special $15 discount by using the discount code: AIIP2010SEC.
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Contact:
Marge King, InfoRich Group, Inc. mking@inforichgroup.com +1.484.461.8100
AIIP 24th Annual Conference
April 29 - May 2, 2010
Hilton Garden Inn, Cleveland Downtown Cleveland, Ohio USA |