Sessions & Schedule

2024 BINC – Sessions

Class Title ▼ ▲	Instructor ▼ ▲	Description ▼ ▲
Beginner SSG Bootcamp Series I through V and Wrap-up	Ken Kavula and Ann Cuneaz	BetterInvesting methodology and the SSG are at the heart of our long-term investment approach. This series helps those starting or continuing their learning. It focuses on BI concepts, research resources, and judgment practice using the SSG online tool. Requires pre-registration.
Best Small Companies: Best Sources of Ideas	Mark Robertson	Recalling the community’s review of the Forbes annual list of Best Small Companies, this session explores the improved methodology and resources for discovering small company ideas after Forbes discontinued the feature.
Better Selling Disciplines: An Update	Mark Robertson	Discusses the nuances of selling stocks, including selling triggers and the impact of selling decisions on demonstration portfolios. It aims at those finding it challenging to decide when to sell.
Beyond Beginner (B2) Sessions I and II and Wrap-up	Kent De Jong and Susanne Koster	A hands-on workshop for deeper analysis of companies using BI tools and methodology. Participants, grouped for collaboration, will prepare an SSG and First Cut presentation. Pre-registration and prior BINC attendance required.
BI Gals Talk Stock	Mary Enright, Kim Butcher, and Betsy Wills	An engaging discussion with the BI Gals about stock choices from a female perspective, inspired by the differences in viewpoints highlighted in "Men are from Mars, Women are from Venus."
Build a Healthier Portfolio by Avoiding "Megastockfluenza"	Doug Gerlach	A discussion on the impact of over-investing in slow-growth mega-cap stocks and strategies for enhancing portfolio returns through diversification.
Building on Beyond Beginner (B3) I and II and Wrap-up	Kent De Jong and Susanne Koster	An advanced seminar focusing on developing best practices for analyzing equities with BI tools. Participants work in groups to prepare presentations.
Centering Your Stock Portfolio Management	Cy Lynch	Explores the importance of portfolio-centered decision-making and demonstrates how it can simplify investment decisions and manage emotions.
Coping with the Psychology of Investing	Matt Spielman	Discusses the psychological aspects of investing, including common pitfalls and strategies to manage them for more profitable investing.
Devil Made Me Do It Stock	Kathleen Richards	Learn how to avoid the allure of the "BUY" signal by making rational decisions about the SSG Selected Low Price, considering the business cycle.
Early Stage Investing: Discovery & Analysis	Mark Robertson	Exploring the methodology for analyzing early-stage companies and the importance of life cycle awareness in speculative investments.
Five Levels of Valuation: Know When to Avoid, Buy, Hold, Wait, and Sell	Doug Gerlach	Understanding the five levels of valuation to make informed decisions on buying, holding, or selling stocks based on BetterInvesting tools.
Five Signs Your SSG is Too Good to be True	Kevin Gillogly	Identifying over-optimistic SSG judgments and strategies to maintain realistic expectations in stock analysis.
Getting Risk Right	Cy Lynch	Challenging the conventional understanding of risk as volatility and exploring alternative risk definitions for long-term investors.
Getting Started with Options: Introduction to Trading Options	Joe Mazzola	Demystifying options trading with a focus on the basics, including terminology, risks, and strategic uses of call and put options.
Getting Started with Options: Cash Secured Puts	Joe Mazzola	Overview of cash-secured puts as a strategy for acquiring stocks at a discount or generating income. Learn the benefits, risks, and rewards.
Getting Started with Options: Covered Calls	Joe Mazzola	Learn about the covered call strategy, its obligations, risks, rewards, and entry/exit signals for generating portfolio income.
Healthcare Sector Rx: Investing in Medical Stocks	Dan Boyle & Kamie Zaracki	Understand the impact of healthcare companies on the economy, key sector growth issues, and opportunities for investment.
High Net Worth Conversation I and II	Christi Powell	Discussions tailored for investors with $1M in assets on accessing alternative investments and understanding the psychology of wealth.
How to Research, Compare and Replace a Club Portfolio Stock	Irina Clements	Guidance on researching industries, selecting stocks for portfolio fit, and using comparison guides for club portfolio management.
How to Hack Your 401K	Akari Muhisani	Insights into maximizing employer sponsored plans, understanding IRS limits, and exploring Roth options and self-directed investments.
Improve Your Returns Using Portfolio Management	Craig Braemer	Explore portfolio management basics, diversification strategies, position sizing, and tips for enhancing investment returns.
Investing with a Checklist	Kim Butcher	How using a checklist during stock evaluation can prevent overlooked information and improve investment decisions.
Investing in Dividend Stocks	Ray Giese	Outlines dividend investing strategies, identifying solid dividend-paying companies, and structuring portfolios for dividend growth.
Investing for Dividends	Scott Horsburgh	Techniques for identifying dividend stock opportunities for yield, rising dividends, and total returns from the Dividend Informer team.
Investor Insights: A Look into Fraud Trends	Christine Kieffer	Join FINRA to explore emerging investment schemes, understand high-risk product trends, and learn how to become a smarter, more informed investor.
Is It Reasonable or How to Read a Stock Selection Guide	Ken Kavula	Direct insights for novice investors on interpreting SSGs accurately, with benchmarks to question or confirm the analysis presented by peers.
Jumpstart Stock Selection with Investor Advisory Service	Dan Boyle	Discover how IAS selects stocks using BetterInvesting’s methodology and outperforms the market, with interactive Q&A to deepen your understanding.
Legacy Planning - Putting Your Estate in Order	Christi Powell	Essential guidance on estate planning to ensure your wishes are known and followed, easing the process for your loved ones with practical steps and resources.
Live Repair Shop	Scott Horsburgh	Professional analysis of a club portfolio, stock-by-stock, offering insights to improve your investing approach and decision-making process.
Making Sense of the CFRA Reports	Kevin Gillogly	Unlock the value of CFRA Reports as a potent investment tool for thorough analysis and better investment decisions, alongside or beyond Value Line.
Managing Your Portfolio for Total Return	Kamie Zaracki	Learn strategies for maximizing portfolio returns through effective management practices, focusing on both fundamentals and practical tips.
My Favorite Things	Ken Kavula	An exploration of the most useful features of SSGPlus for enhancing stock analysis and making informed investment decisions.
Never Stop Learning: Invest for the Future and Protect Your Nest Egg	Lori Schock	A presentation on the significance of continuous learning in investment, featuring SEC’s resources for investor education and fraud prevention.
Owning an Economic Moat Can Help Your Portfolio	Craig Braemer	Discover how identifying companies with strong economic moats can lead to better investment choices and a stronger, more resilient portfolio.
ROE, ROE, ROE to Float Your Boat	Ron Mauer	Understanding the importance of Return on Equity in investment decisions and identifying potential red flags.
Roundtable at BINC	Ken Kavula, Cy Lynch, Mark Robertson, Kim Butcher	Monthly discussion on portfolio strategies aimed at outperforming the market with live picks and analysis.
Follow the Money	Kim Butcher	Discovering profitable stocks through proven online resources, with insights into Kim's selection process.
Stock Diversification: Why You Need It Now for Your Portfolio	Doug Gerlach	Strategies for a thoughtfully diversified portfolio to manage risk and enhance returns, adhering to BetterInvesting's guidelines.
Technical Fusion I and II	Ralph Acampora	Merging fundamental and technical analysis to identify prime buying and selling opportunities for quality stocks.
Technology Trends and Live Industry Study	Suzi Artzberger and Irina Clements	Exploring technological disruptors and forecasting future growth areas with live analysis of potential investment opportunities.
The Next Generation of Investment Clubs	Daniel Guerra NAIC BoD and Demetrius Barnes	Envisioning the future role of investment clubs in investor education, professional development, and community building.
The Space Between the Lines	Mary Enright	A novel approach to analyzing company expenses using the SSG, revealing insights hidden within traditional financial metrics.
The Tax Man and Your Retirement	Christi Powell	Effective tax management strategies for retirement planning to optimize income and minimize tax liabilities.
Trim or Sell - Which is Better for Your Portfolio?	Craig Braemer	Examining the benefits and considerations of trimming vs. selling stocks to balance and optimize your investment portfolio.
Two Guys Talk Stocks	Ken Kavula and Mark Robertson	A dynamic stock discussion show led by Ken Kavula and Mark Robertson, known for its engaging, no-limits conversation on stocks.
Using Cash-secured Puts to Purchase Stock	Joe Mazzola	An introduction to using cash-secured puts as a strategy for buying stocks at desired prices while potentially earning income.
Using Mutual Funds & ETFs to Build Out Your Portfolio	Ray Giese	How to use mutual funds and ETFs for achieving better asset allocation and diversification in your investment portfolio.
Weed and Feed Your Portfolio	Kathleen Richards	Strategies for evaluating and optimizing your investment portfolio to ensure its growth and alignment with your financial goals.
What's New in Online Tools	Suzi Artzberger	Updates and highlights on the latest enhancements to the CoreSSG, SSGPlus, and Stock Comparison Guide tools for BetterInvesting users.
What's Inflation Got to Do with Stock Investing	Cy Lynch	Exploring the impact of inflation on stock investments and strategies for adjusting your portfolio management in response.