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Next Event: Please contact us for more information related to these and other upcoming events, as well as any other inquiries:  

  • ​​​ Annual Meeting
    • Wednesday, June 27th at 4:00 PM
    • The Terrace at the Davenport Grand Hotel  

Annual Meeting and Officer Elections for the upcoming year.  Social hour from 4:00-5:00 PM followed by a business discussion and officer elections beginning at 5:00 PM

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 Sponsorship and Event Registrations

 Headline News

Retrieving Data

 Contact Us

Mailing Address:

P.O. Box 21110
Spokane, WA 99201

General Inquiries and Montana Programming:
Eric Flynn, CFA
Bitterroot Capital Advisors
118 E. Main St.
Bozeman, MT 59715
Phone: (406) 556-8200
flynne543@gmail.com

General Inquires and Research Challenge:
Jim Czirr, CFA

Hart Capital Management, Inc.
601 W. Main Ave.
Spokane, WA 99201
Phone: (509) 444-7117
jim@hartcap.com 
 

All other Business:
Spencer Shelman, CFA
Palouse Capital Management LLC

2026 N. Washington
Spokane, WA 99205
Phone: (509) 624-5591
sshelman@palousecap.com 
 

Colin Kelly, CFA
Signia Capital Management LLC
108 N. Washington, Ste. 305
Spokane, WA 99201
Phone: (509) 789-8973
colin@signiacapital.com

 Who is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.


Scholarships: The Access Scholarship application process runs from March to September 15, for the June exam. Additionally, Awareness Scholarships are available through CFA Program Partner Universities.

The Wall: Research Challenge: 2015 group, 1st place. 2014 group, 1st place. 2013 group, 1st place; Bozeman 2015. Bozeman 2014. Seattle 2014. CFA Spokane Member presenting at the 2016 Sohn Conference. Proclamation by Washington State Governor for "Putting Investors First Month."

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