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CFA Institute—the non-profit association that administers the Chartered Financial Analyst® educational program for investment professionals worldwide—invites journalists to participate in part two of its live, educational Web Forum on what journalists can learn from investment professionals about evaluating annual 10-K and quarterly 10-Q filings.
The one-hour, interactive session will use a case study approach (Wal-Mart) and cover:
- Advance preparation for the 10-Q release.
- Creating “common size” financial statements to spot trends the press release might have ignored.
- Reviewing the cash flow statement: What does it really say?
- What are the key questions to ask management based on the 10-Q filing.
Speaker Jay Taparia, CFA, currently serves as principal of Sanskar Investments. Additionally, he teaches finance at the University of Illinois, DePaul University, Benedictine University, and Saint Xavier University. Previously, Mr. Taparia served as senior portfolio manager within the Investment Advisory Group at Bank One Investment Management and was a corporate banker for First Chicago Capital Markets. He holds a BA in business administration from Southern Methodist University and an MA in management from the J.L. Kellogg Graduate School of Management at Northwestern University.
This information is accurate as of the date of recording.
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