Cfa Society Phoenix

“Conferences, conventions, and meetings 99,526”

“Supplies 1,827”

“TELEPHONE 111”

“Unrealized gain on investments 565”

“Our society promotes ethical and professional standards within the investment industry, encourages professional development through educational and networking events and facilities the open exchange of information and opinions.”

“Program accomplishment 1 cfasp hosted the following series of five lectures macroeconomics by dr. Cara mcdaniel, derivatives by dr. Anand bhattacharya, quantitative methods by dr. Richard cox, accounting by dr. Phil drake and corporate finance by dr. Wendell licon. There were approximately 30 participants attending each of these lectures. Cfasp continued to offer continuing education ce credits automatically to those who attended educational presentations this year.”

“Program accomplishment 2 cfasp held our eleventh annual market forcast dinner in february. The event was attended by 266 members and guests. The three panelists included brian s. Wesbury, chief economist at first trust advisors l.p., alan ruskin, global co-head of fx research at deutsche securities and joanne medero, government relations steering committee, blackrock. The moderator was vinny catalano, cfa, president of blue marble research.”

“Program accomplishment 3 cfasp hosted the 7th annual az/nv investment research challenge, the first step to reaching the global investment research challenge which gathers students, investment industry professionals, and publically traded companies together locally, regionally and globally for a real-world competition. Five universities participated from arizona and nevada and the winner of the regional challenge was arizona state university.”

“Program accomplishment 4 cfasp sent board members to represent our members and local society and cfa institute conferences including the society leadership conference and the americas regional conference.”

“Program accomplishment 5 cfasp continued networking/happy hour events for current members and cfa candidates and hosted our annual dinner for members.”

“Program accomplishment 6 cfasp continued its support of candidates pursuing the cfa charter in the state of arizona. This year cfasp was pleased to provide scholarships to two cfa candidates. Cfasp also provided candidates an opportunity to purchase, at a discount, study notes from kaplan/schweser. Also offered for purchase were practice exams created by the boston society bsas for all three levels of the cfa program. And cfa society of los angeles, partnering with the university of southern california, marshall school of business usc, offered streaming media recordings of their level i, ii, and iii review program for purchase. The cfasp also held a live mock exam for all levels on may 21, 2016. The live exams were made available at nominal cost to interested cfa candidates in the phoenix area.”