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Welcome to the Northern Lights Chapter’s 2011 Annual Meeting

Welcome to the Northern Lights Chapter’s 2011 Annual Meeting. Review 2010 Annual Meeting Minutes – Barry Detloff Recognition of Board Members Voting of directors Treasurer’s Report – John Larva Classes Held in 2011 Upcoming Classes BI Open House Tour Investment Club Awards

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Welcome to the Northern Lights Chapter’s 2011 Annual Meeting

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  1. Welcome to the Northern Lights Chapter’s 2011 Annual Meeting • Review 2010 Annual Meeting Minutes – Barry Detloff • Recognition of Board Members • Voting of directors • Treasurer’s Report – John Larva • Classes Held in 2011 • Upcoming Classes • BI Open House Tour • Investment Club Awards • Let’s Talk Stocks • Break for Lunch • Networking: Formationand Good Health of an Investment Club

  2. Directors Barry Detloff Secretary Bob Burns Claire Struthers President David Hendrickson Web Author Gayle M. Olson Jeff Hay Model Club John Larva Treasurer Rich Yeager Term Expires 2011 2012 2012 2013 2011 2012 2012 2011 Chapter Board Members

  3. Byron Anderson Lynn Dyer Butch Lang Associate Directors

  4. Board Member Open Term Expires 2013 Chapter Board Members & Volunteers Volunteers Martha Simms Alice Bresnahan Rod Bacheller Jane Ekholm

  5. Voting of directors • Director • Dianne Rauenhorst • Bob Burns • Claire Struthers • David Hendrickson • Gayle M. Olson • Jeff Hay • John Larva • Rich Yeager • Term Expires • 2014 • 2012 • 2012 • 2013 • 2014 • 2012 • 2012 • 2014

  6. Treasurer’s Report • John Larva - Treasurer

  7. Classes in 2011 • September - October, 2010: Stock Analysis by Barry Detloff • December, 2010: Club Accounting by Doug Gerlach • January- March, 2011: Stock Analysis by Barry Detloff • February, 2011: Due Diligence by Ken Peters • April, 2011: Great Plains BIRC • July, 2011: Mutual Funds Teach the Teach by Allen Holdsworth

  8. Upcoming Classes • October 25: Northern Lights Model Investment Club • October 29: Portfolio Management – Rochester, MN • November 12: Education Day – Bloomington, MN • November 19: Stock Selection Guide – Walker, MN • March 31, 2012: Education Day – Albert Lea, MN • April 28, 2012: Mutual Funds Class

  9. BI Open House Tour • Adam Ritt - Director of Communications, BetterInvesting711 W. 13 Mile RoadMadison Heights, MI 48071(248) 654-3045adamr@betterinvesting.orgwww.betterinvesting.org Our Doors Are Always Open: Sample Our Unbiased Investment Educationwww.betterinvesting.org/openhouse

  10. Investment Club Awards Investment Club Representatives are welcome to discuss their club for two minutes

  11. BetterInvestingNorthern Lights ChapterInvestment Club Award is hereby granted to: Fem Financiers • for 25 years of investment club operations • Awarded: October 15, 2011 Claire Struthers, President, Northern Lights Chapter

  12. BetterInvestingNorthern Lights ChapterInvestment Club Award is hereby granted to: Mn I C E • for 15 years of investment club operations • Awarded: October 15, 2011 Claire Struthers, President, Northern Lights Chapter

  13. BetterInvestingNorthern Lights ChapterInvestment Club Award is hereby granted to: University Investors • for 50 years of investment club operations • Awarded: October 15, 2011 Claire Struthers, President, Northern Lights Chapter

  14. BetterInvestingNorthern Lights ChapterInvestment Club Award is hereby granted to: Wise Women Investing in Stock Exchange • for 15 years of investment club operations • Awarded: October 15, 2011 Claire Struthers, President, Northern Lights Chapter

  15. BetterInvestingNorthern Lights ChapterInvestment Club Award is hereby granted to: Mid-Management Investments Partners • for 30 years of investment club operations • Awarded: October 15, 2011 Claire Struthers, President, Northern Lights Chapter

  16. BetterInvestingNorthern Lights ChapterInvestment Club Award is hereby granted to: Rags to Riches Investors • for 10 years of investment club operations • Awarded: October 16, 2010 Claire Struthers, President, Northern Lights Chapter

  17. Let’s Talk Stocks! • We’ll use the remainder of the hour to review two stock studies conducted by Byron Anderson and Butch Lang

  18. Thank You! • Please remember to complete the survey at the end of the session. • We hope to see you at the Model Club Meeting and upcoming classes!

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