2016 Invest EdŽ Refresher Workshop Schedule Optional Resources
Day 1 Day 2 Day 3 Day 4
Jennifer Shaw, ODS Attorney
Welcome, Intro, Comments
Irving Faught, Administrator
OK Department of Securities
Jo Ann Dysart, STARS
Overview
Objectives
Best Practice
Matt Ingram (bio)
(1) Intro to Investing (PowerPoint)

Matt Ingram (bio)
(4) Intro to Portfolios (PowerPoint)
(5) Mutual Funds & Alternative Investments (PowerPoint)

Jo Ann Dysart, STARS
Create Google Finance portfolio

Matt Ingram (bio)
(7) Stock Selection (PowerPoint)
(8) Building a Portfolio (PowerPoint)

Group Work

Matt Ingram (bio)
(11) Are Markets Efficient? (PowerPoint)

Jo Ann Dysart, STARS
Group Work
Lunch Break
Matt Ingram (bio)
(2) Intro to Equities (PowerPoint)
(3) Intro to Stock Research (PowerPoint)

Jo Ann Dysart, STARS
Invest EdŽ site (InvestEdOK.org)
Classroom Activity

Matt Ingram (bio)
(6) Finance and Technology (PowerPoint)

Jo Ann Dysart, STARS
Classroom Activity

Matt Ingram (bio)
(9) Personal Finance and Time Value of Money (PowerPoint)
(10) Financial Markets and the Media (PowerPoint)

Classroom Activity

Matt Ingram (bio)
(12) Psychology of Investing (PowerPoint)

Group Presentations
Questions & Answers - Discussion
post-workshop required group work -
Investor Protection Trust (IPT)
post-workshop required group work -
Investor Protection Trust (IPT)