Decoding business & financial documents (Sponsored by Bloomberg)
Join this panel to learn how to use SEC records, track opaque companies and dig into state and local business records. We'll show examples of stories that use business documents and send you home with lots of great story ideas.
Kelly Carr is a freelance investigative reporter and a senior associate at Quinlan Partners, a licensed private investigative firm. Recently, she worked with The Boston Globe's Spotlight Team where she wrote about registration failures for U.S. planes and pilots. Her previous investigations have exposed accounting malpractice at the Pentagon and the corrupt use of shell companies. Her work has won a variety of honors including the George Polk and Gerald Loeb awards.
Jo Craven McGinty writes The Numbers column for the Wall Street Journal. Previously, she worked for The New York Times and the Washington Post, where she and a team of of reporters won the 1999 Pulitzer Prize for Public Service. She also has reported for Newsday on Long Island and the Times-News and Herald-Sun in North Carolina. @mcjomcg
Aaron Kessler specializes in investigative reporting and data analysis at the intersection of business and politics. He's currently on the investigative team at Bloomberg Industry Group, pursuing projects tied to the executive agencies, Congress and the corporate world. He's a Mizzou alum who got his start covering city hall for the Joplin Globe and has worked at CNN, the Sarasota Herald-Tribune, and wrote about the auto industry for the NYT. @akesslerdc
David Milstead writes for The Globe and Mail, the national newspaper of Canada, on investments, accounting, executive compensation, and corporate governance. He worked at Denver’s Rocky Mountain News from 2001 until the newspaper closed in 2009. He has also worked for The Wall Street Journal. Milstead has individually or jointly won nine awards from SABEW. He passed the Level I exam in the Chartered Financial Analyst program in 2007. @davidmilstead
Decoding business & financial documents
Learn how to use SEC records, track opaque companies and dig into state and local business records from veteran Wall Street Journal reporter Jo Craven McGinty.
Digging into shell companies
Investigative reporter Kelly Carr walks you through what a shall company is, how to track them and how to find the owner of U.S. airplanes.
Red Flags and Hidden Gems in Financial Documents
Learn what SEC forms you should know about and what's inside them from Globe and Mail columnist David Milstead.