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Cassandra Nicholson

Cassandra Nicholson is responsible for organizing Webinar/workshop registrations and materials. She assists in the marketing of free training events and works directly with attendees and presenters.

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Investigating Stockbrokers and Financial Advisers: Self-guided training

Photo: http://taxfix.co.uk

Investigating Stockbrokers and Financial Advisers was originally held April 9, 2014.

Learn whether stockbrokers or investment advisers have run afoul of regulators or been the subject of customer complaints.

This one-hour webinar will guide you, step-by-step, through the FINRA BrokerCheck database and the SEC’s Investment Adviser registration database, which contain records on 1.3 million current and former professionals.

You’ll also learn how state securities regulators police the industry and how to obtain results of their investigations for your stories. Reporters can conduct this research for free on any computer with an Internet connection; no special software or database knowledge is needed.

WHAT YOU WILL LEARN

  • Find regulatory penalties and employment history of stockbrokers and investment advisers using free databases.
  • Understand how the SEC, state regulators and industry regulatory groups supervise Wall Street, and how to get your hands on their findings.
  • Decode regulator-speak and find key “red flags” in these filings, such as “10b5” fraud and unsuitable investment cases.

YOUR INSTRUCTOR

Rob Wells is a lecturer at the Philip Merrill College of Journalism at the University of Maryland and a former Reynolds Visiting Professor in Business Journalism at the University of South Carolina. A former SEC beat reporter, Wells used the FINRA and SEC databases in an extensive computer-assisted reporting project.

SELF-GUIDED LESSON

Review the session materials below for using FINRA and SEC databases to develop investigative stories in your own backyard.

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Data Visualization: A Hands-On Primer for Business Journalists: Self-guided training

Copyright Daniel Hom and TableauSoftware.com

This training was originally held during the Society of American Business Editors and Writers (SABEW) Spring Conference in Phoenix, March 27, 2014.

Data visualization is revolutionizing journalism, and on a business beat, where numbers often serve as a story’s backbone, understanding when and how to use this tool equips reporters with a highly marketable skill that also enhances their daily reporting.

The training covered basic data visualization concepts, such as how to visualize categories and ordinal numbers, as well as how to avoid “chart junk,” or info that doesn’t add to the value of the visual. For examples of data visualizations, many of them produced by journalists, please see TableauSoftware.com’s gallery.

WHAT YOU WILL LEARN

  • How data visualization is used for not only supporting stories, but also discerning trends in data that lead to new stories.
  • How data looks when reporters receive it from an accountant or economist and how to clean and prepare it for visualization software.
  • How to build visuals from data sets using Google tools and its API
  • How to place visuals on a simple Web page.

YOUR INSTRUCTORS

Dianne Finch is a visiting assistant professor of communications at Elon University. She joined Elon in spring 2013 as the Reynolds Visiting Professor in Business Journalism. She used her software programming skills to spot story ideas in Census 2000 data for The Associated Press. She then acquired a master’s in journalism at Columbia University, adding it to her economics degree. She reported for Bloomberg News on finance and worked the health-science beat at New Hampshire Public Radio.

SELF-GUIDED LESSON
Check out the resources below for getting started on visualizations that will help make your data reporting pop.

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Day 1: Reynolds Week 2014 – Strictly Financials resources

Jimmy Gentry teaching Financial Statements Reynolds Center

Jimmy Gentry teaches during Reynolds Business Journalism Week 2014. Photo Sean Logan

Below are session recordings, PowerPoint presentations and handouts from Day 1 of Reynolds Business Journalism Week 2014, which consists of concurrent four-day seminars: one for business journalists called Strictly Financials, and one for professors on how to teach business journalism.

The Strictly Financials Seminar fellows, who are professional journalists, studied markets and sources with Jimmy Gentry of the University of Kansas.

Business Journalists as Investigators

Raquel Rutledge, Pulitzer winner and investigative reporter for the Milwaukee Journal Sentinel, offers tips from her experience in using data for community projects.

Reynolds Business Journalism Week 2014 Keynote: Business Journalists as Investigators with Raquel Rutledge from Reynolds Center on Vimeo.

Session Recordings

 

Handouts (PDF)

 

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Day 1: Reynolds Week 2014 – Business Journalism Professors resources

Cornelius Foote, principal lecturer at the University of North Texas' Mayborn School of Journalism. Photo Sean Logan

Below are session recordings, PowerPoint presentations and handouts from Day 1 of Reynolds Business Journalism Week 2014, which consists of concurrent four-day seminars: one for business journalists called Strictly Financials, and one for professors on how to teach business journalism.

The business journalism professors studied classroom organization and syllabus writing with Chris Roush of the University of North Carolina.

Business Journalists as Investigators

Raquel Rutledge, Pulitzer winner and investigative reporter for the Milwaukee Journal Sentinel, offers tips from her experience in using data for community projects.

Reynolds Business Journalism Week 2014 Keynote: Business Journalists as Investigators with Raquel Rutledge from Reynolds Center on Vimeo.

Session Recordings

Handout (PDF)

 

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Day 2: Reynolds Week 2014 – Strictly Financials resources

Lily Wu, KAKE TV News reporter in Wichita, Kan. Photo Sean Logan.

Below are session recordings, PowerPoint presentations and handouts from Day 2 of Reynolds Business Journalism Week 2013, which consists of concurrent four-day seminars: one for business journalists called Strictly Financials, and one for professors on how to teach business journalism.

The Strictly Financials fellows continued their exploration of financial statements with Jimmy Gentry, professor and former dean at the School of Journalism and Mass Communications at the University of Kansas; Gary Trennepohl, OKEOK Chair of Finance at Oklahoma State University; and Brian Grow, special enterprise correspondent and editor-in-charge based in Atlanta for Reuters.

Session Recordings

 

Handouts (PDF)

 

 

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Day 2: Reynolds Week 2014 – Business Journalism Professors resources

Melony Alicia Shemberger, assistant professor at Murray State University. Photo Sean Logan

Below are session recordings, PowerPoint presentations and handouts from Day 2 of Reynolds Business Journalism Week 2014, which consists of concurrent four-day seminars: one for business journalists called Strictly Financials, and one for professors on how to teach business journalism.

The business journalism professors studied with the following Reynolds Center chairs: Pam Luecke, from Washington and Lee University; and Alan Deutschman, from the University of Nevada, Reno.

Rob Wells, former Reynolds Visiting Professor in Business Journalism at the University of South Carolina and current (as of January 2014) Ph.D. student and lecturer at the University of Maryland, presented on how to avoid “rookie” mistakes when preparing a business journalism course.

Mark Tatge offered tips for adding multimedia to business journalism courses. Arizona State University’s Walter Cronkite School of Journalism and Mass Communication Knight Chair in Journalism Steve Doig also presented on teaching data journalism.

Session Recordings

 

Handouts (PDF)

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Day 3: Reynolds Week 2014 – Strictly Financials resources

Foreground: Karin Caifa, senior producer for CNN Newsource. Background: Deirdre Fernandes, business reporter for The Boston Globe. Photo Sean Logan.

Below are session recordings, PowerPoint presentations and handouts from Day 3 of Reynolds Business Journalism Week 2014, which consists of concurrent four-day seminars: one for business journalists called Strictly Financials, and one for professors on how to teach business journalism.

Gary Trennepohl, professor of finance at Oklahoma State University, led Day 3′s Strictly Financials sessions as fellows further explored financial statements.

Session Recordings

Handouts

 

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Day 3: Reynolds Week 2014 – Business Journalism Professors resources

Ellen Dale Russell, assistant professor at Wilfried Laurier University in Waterloo, Ontario. Photo Sean Logan

Below are session recordings, PowerPoint presentations and handouts from Day 3 of Reynolds Business Journalism Week 2014, which consists of concurrent four-day seminars: one for business journalists called Strictly Financials, and one for professors on how to teach business journalism.

The business journalism professors continued their exploration of financial statements with Jimmy Gentry, professor and former dean at the School of Journalism and Mass Communications at the University of Kansas.

Session Recordings

 

Handouts (PDF)

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Day 4: Reynolds Week 2014 – Strictly Financials resources

Trennepohl sits in on presenting partner Jimmy Gentry's discussion with Strictly Financials fellows. Photo Sean Logan.

Below are session recordings, PowerPoint presentations and handouts from Day 4 of Reynolds Business Journalism Week 2014, which consists of concurrent four-day seminars: one for business journalists called Strictly Financials, and one for professors on how to teach business journalism.

Gary Trennepohl, professor of finance at Oklahoma State University, led Day 4′s Strictly Financials sessions as fellows further explored financial statements.

Session Recordings

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