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Virtual Seminar - Implementing an Electronic Wealth Screening

  • 12 Feb 2013
  • 11:00 AM - 1:00 PM
  • Bentz Whaley Flessner (Edina, MN)

Registration

  • Virtual Seminars are free for APRA-MN members. Log in (at left) to register.

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Join us on Tuesday, February 12th for our next virtual seminar titled Implementing an Electronic Wealth Screening by presenters Mary Gatlin and Karen Prater from the University of Oregon's Prospect Management and Analytics team.

Mary and Karen will discuss their electronic screening experience.  Hear how the University of Oregon determined the need for an electronic wealth screening and the steps they took to bring it to their shop.  Analysts will outline their process from start to finish including pre-proposal actions through their vendor selection process, data selection, verification and results implementation.

Locations:

Bentz Whaley Flessner
7251 Ohms Lane
Edina, MN 55439
952.921.0111

If you are interested in hosting this or future seminars, please contact Kerstin Leonard by email or at 651.631.5337.

Schedule: 

Virtual seminars typically run approximately 11:00 a.m.-12:30 p.m., and are followed by group discussions during brown-bag lunch from 12:30 p.m.-1:30 p.m.

Location-specific start times:

Bentz Whaley Flessner - 11:00 AM

Cost: This virtual seminar is free for APRA-MN members (registration is required) and $25 for non-members (includes APRA-MN annual membership). 

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