We’re looking forward to the upcoming event. Thank you in advance for your help in securing event logistics and preparing the materials for the workshops. In order to help ensure a great event for your team, please complete the steps below:
There are 3 files required for each of our workshops, which are shown in the image below: 1) Learner Workbook; 2) Slide Booklet; and 3) Reference cards. The content of the images below may differ from the content of the files for your workshop(s).
When printing the Learner Workbook, please use the PDF version, which can be downloaded here: Learner Workbook PDF-for printing purposes ONLY rather than the digital Word version contained in the next section below (the Word version below is for use on a computer). Please do print the 1) Slide Booklet, and 2) Reference Cards files as contained at the URL found in the section below.
When printing hard copy files, we have found it best to print in the following manner:
Please use the link below to print the 1) Slide Booklet, and 2) Reference Cards. Please also send the email below to all participants:
We’re looking forward to your participation in our upcoming workshop Communicate Unique Stock Calls Successfully So Others Take Action.
If you intend to use a laptop computer during the workshop, please download the workshop materials to that device BEFORE THE WORKSHOP BEGINS (there will not be time to download during the workshop). If you do not intend to have a computer during the event, you do not need to download the files below because hard copies will be made available.
https://analystsolutions.com/?p=22213
If you will not be offering participants the digital files before the workshop, please send them the link below for the optional pre-work instructions which need to be completed before the workshop begins:
https://analystsolutions.com/?p=23183
For the next day of training, Jim normally arrives 30 minutes before start time to ensure all of the technology and handouts are ready before participants arrive. Jim will plan to arrive at approximately 8:00 a.m. to begin setup. Please let us know if the room will not be available at that time and the person Jim should contact to gain access to the room at that time.
Although we’ve discussed everything below previously, I am including the training space logistics here for your convenience. Please ensure:
Lastly, I’ve added a copy of Jim’s introduction here (James Valentine Event Introduction) that can be used at the beginning of the workshop. If you have any questions, please call my direct line (+1-203-416-6384) or email me at jwerner@analystsolutions.com. Once again, thank you in advance for your help in ensuring that this event is a success.
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles:
You will receive:
To ensure a quick verification of your role above (usually within one business day), please provide the email address issued by your organization.
You will be directed to the FREE SAMPLE EDITION of our GAMMA PI™ Equity Research Analyst Self-Assessment. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions).
Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential)
You will be directed to our 20-question quiz to determine if you possess the skills of a seasoned equity research analyst. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions):
We will attempt to reply to you within one business day based upon the responses to our questions below.