ABOUTUS
The New England BetterInvesting Regional Conference
is organized by volunteers from:
Connecticut / Rhode Island Chapter
Maine Chapter
Massachusetts Chapter
New Hampshire / Vermont Chapter
OURSPEAKERS
 | Bonnie Reyes
President and COO, BetterInvesting
Bonnie
Reyes is President & COO for BetterInvesting. She has taught
at the national and local level on accounting, club formation, club
reporting, financial statement analysis, and portfolio management
topics. Previously, Bonnie served as VP Finance & Operations
for BetterInvesting, and as CFO for Demattia Group. She was
Treasurer and Director of Finance for publicly held CNI - US
Operations. Bonnie, a CPA with experience in tax and audit at
KPMG, has a BS Accounting from the University of Alabama and an
MBA. Sheserves on the Board of Michigan Council of Economic
Eductaion and resides in Plymouth with her husband, Manny and son,
Ricardo. Bonnie has been an enthusiastic member of
BetterInvesting since 1997, when she founded an investment club. |  | Don Barry
Financial Executive, Retired
Director, Yankee Chapter (CT/RI) of BetterInvesting
Don is currently
a Director with the Yankee Chapter of BetterInvesting and a former
Director of the Mid Ohio Chapter of BetterInvesting. He is currently
the Presiding Partner of Investment Club of Oxford Greens which he started
with 20 members and was a partner of another investment club in
Dublin, OH. Don retired after 32 years from Unilever Personal
Products in 1992 where he served as Treasurer and Financial Controller, having spent
his entire career in the financial area. He was also a member of the Institute of
Management Accounting where he served as a National Director and Vice
President as well as serving on numerous Committees. Don also served as
President of Stuart Cameron McLeod Society of IMA.
Instructor: PC3-Investor Relations |  | Noreen B Carpenter
Director, Yankee Chapter (CT/RI) of BetterInvesting
Associate Director BetterInvesting Advisory Board
Noreen
B Carpenter is a director with the Yankee Chapter (CT/RI) as well as an
Associate Director with the BetterInvesting Advisory Board. In
December of 2006 she was the recipient of the O’Hara Award. She
has a background in non-profit accounting and operates her own home
based childcare. She is the founding member of an all-female
investment club which formed in 1999. Far from being shy and
demure, she is filled with a high level of positive energy. She
resides in Connecticut with her husband and son.
Instructor: FA1 - Demystifying Club Reports |  | Irina Clements
Vice President, DC Metro [N VA, DC, Metro MD]
BIVA Board National Volunteer
Irina
Clements is a Lifetime BetterInvesting member and director with
the DC Regional Chapter since 2005. An Information Technology Analyst
by trade, she enjoys using the computer and the Internet for studying
and teaching the fundamental principles of BetterInvesting. She
has a BS in Engineering and an MBA in Public and Not-For-Profit
Management. She teaches Stock Selection Guide and Starting and
Running an Investment Club classes for the DC Chapter. She lives
in Falls Church, Virginia, with her teenage boy-girl twins.
Instructor: BG1 - Basic Investing Research |  | Ernie Felzani
President, Massachusetts Chapter of BetterInvesting
Ernie
Felzani is currently president of the Massachusetts Chapter of
BetterInvesting and a founding member. He joined BI twenty six
years ago. He has also served as Treasurer of the MA Chapter
and is one of the original members of the MA Chapter Model Club.
He has attended several BI conventions and has participated in over
twenty regional conferences. For the past seven years he has
served as Controller/Business Manager of a privately held family
company. Prior to that he was a city manager of a major car
rental firm. Ernie received a certificate of achievement
and graduate workshop from the New York Security Exchange and most
recently was a guest of the Chicago Board of Trade. He has
also received the Meritorious Service Award and Certificate of
Appreciation for St. John's Preparatory School. He is also
District Chairman of Financing of Aquila District of Boy Scouts of
America. He received his BSBA from Northeastern University and
Diploma in
Financial Planning from Boston University.
Instructor:
FA2 - How to Read an Annual Report - Income Statement
FA3 - How to Read an Annual Report - Balance Sheet
FA4 - How to Read an Annual Report- Cash Flow Statement |  | Mark Gereb
Verizon Shareowner Services
Mark
Gereb has been part of the Shareowner Services Department for Verizon
since July 2005. He coordinates the Individual Investor Program and the
Shareowner Relations Program. Prior to joining Verizon, Mr. Gereb was
an Account Manager for Computershare. He is a member of BetterInvesting
and The Shareholder Services Association. Mr. Gereb holds a
BS from the University of Bridgeport.
Instructor: PC3-Investor Relations |  | Douglas Gerlach
President, ICLUBcentral Inc.
Doug
is the president of ICLUBcentral Inc. and author of several books,
including Investor's Web Guide, The Complete Idiot's Guide to Online
Investing, The Armchair Millionaire, Investment Clubs for Dummies, and
the BetterInvesting™ Guide to Computerized Investing and the Internet.
A co-founder of the BetterInvesting web site in 1995, Doug is a popular
educator and has spoken at investor education events for more than 60
BetterInvesting Chapters in the past dozen years. He joined
ICLUBcentral (the makers of BetterInvesting-endorsed software programs
Investor's Toolkit, Club Accounting 3, Stock Prospector, Classic Plus,
and Stock Analyst) full-time in 2003, and also serves as the
editor-in-chief of ICLUBcentral's Investor Advisory Service.
www.iclub.com
Instructor:
CS1 - Introduction to Software
CS2 - Introduction to Investor's Toolkit
CS3 - Advanced Investor's Toolkit |  | Jim Gleason
Certified Public Account
Jim
is a Certified Public Accountant and owner of a private practice
serving individuals, small business and non-profit organizations with
accounting, tax, and investment needs. He has prior business
experience with all sizes of companies up to Fortune 500. He is
the past president, vice president, and treasurer of NAIC Boston
council since about 1984. He is also the past president,
co-founder, and current treasurer of his own investment club, started
in 1987. Jim is a NAIC council trainer, specializing in treasurer
duties since the 1980's.
Instructor: BG2 - Introduction to Value Line |  | Brent Goll
President, Yankee Chapter (CT/RI) of BetterInvesting
Brent
Goll has been a director of the Yankee Chapter of BetterInvesting since
2005, serving as secretary, president, and resident computer
geek. He recently joined his first investment club after being
solely an individual investor. Some may call his investment
approach buy-and-hold, but Brent prefers the term "lazy".
Instructor: CS4 - Geeky Tools for Investors |  | Ira Haas
Vice President, Yankee Chapter (CT/RI) of BetterInvesting
Ira
Haas is the Vice President of the Yankee Chapter of BetterInvesting and
a Health Physicist. He is a life member of BI with over 15 years of
experience using the BI methodology. He has been a chapter
volunteer since 2005, has taught several classes and participated in
club visits. He is the President of the Yankee Chapter
Model Club that was founded in 2008.
Instructor: PC4 - Financial Planning with Portfolio Management Software |  | Rob Nagler
CEO, bivio Inc.
Rob
has over 20 years experience developing financial software. Rob is CEO
of bivio Inc., the award-winning Club Accounting service. Prior
to founding bivio, Rob worked at the Tandem High Performance Research
Center, where he developed the Web application infrastructure used by
Europe's largest banks. At Olsen & Associates AG, Zurich, he
pioneered financial modeling technology. Rob holds a BS in Computer
Engineering from UC San Diego and an MS in Computer Engineering from
Stanford University.
Instructor: FA1 - Demystifying Club Reports |  | Ruth Page
Youth Contact, Yankee Chapter (CT/RI) of BetterInvesting
Ruth
is the Youth Contact at the Yankee Chapter of BI and is a Licensed
Referral Tax Professional with H & R Block (series 7 and 63
license). She has been a chapter volunteer for eight years. She founded
her own family investment club and was president for 6 years until the club
disbanded in 2006. She founded the Economics Club at the Community
College of Rhode Island and was president from 2003 to 2006.
Classes: Youth Program |  | Mark Robertson
Founder, ManifestInvesting.com
Mark
Robertson is the founder of ManifestInvesting.com, a web site featuring
an e-newsletter focusing on successful long-term investing. The web
site includes web-based investment research and screening features for
stocks and mutual funds. Additional tools provide resources for
portfolio design and management. Mark served as senior contributing
editor for BetterInvesting magazine from 1997-2004.
www.manifestinvesting.com
Instructor:
BG3 - Roads to Success in Long Term Investing, Part One
BG4 - Roads to Success in Long Term Investing, Part Two |  | Randy Roody
President, Blue Seas Investment Club in NH
Randy
has been a member of NAIC / Better Investing since 1994 and is president
of the Blue Seas Investment Club in NH and a director for Granite State
Chapter in NH. He has been leading investment workshops for over
10 years. He credits NAIC training for his success in
investing. Before retirement, Randy was a product manager for
Teradyne, a high tech company.
Instructor: PC2 - Beyond the Stock Selection Guide (SSG) |  | Brian White
Volunteer and Past President, Massachusetts Chapter of BetterInvesting
Brian
White has been a member of BetterInvesting since 1994, and joined
the board of the Massachusetts Chapter in 1997. He has taught
investing classes for the Chapter as well as at the BetterInvesting
national events. He is also a past president of the Massachusetts
Chapter. Brian is a mechanical engineer and when not working can
often be found hiking and spending time with his wife and two young
children, Alexa and Will.
Instructor: PC1 - Portfolio Management |
ABOUT BETTERINVESTING |
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Since its founding in
1951, BetterInvesting has helped over five million
people to become more effective life time investors.
We support our members through local, regional and
national educational events as well as
stock-analysis tools, portfolio management tools,
investing software, publications and a range of
online resources. |
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Nation's largest nonprofit organization
dedicated to investment education, with over
50 years of service. |
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Provider of investing knowledge and
practical investing experience delivered
through local investment clubs, regional
chapters, web-based learning programs and an
active online community. |
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A dynamic and effective educational support
system made up of investors, mentors,
teachers, corporations, employers and others
who support the BetterInvesting mission. |
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The mission of
BetterInvesting is to provide a program of sound
investment information, education and support that
helps create successful lifetime investors.
In fulfilling our mission, we empower our members
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Build wealth over time and achieve financial
independence. |
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Chart a steady investing course that
withstands the tests of time, market
fluctuation and economic change. |
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Make confident, well-informed investment
choices. |
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