CFA Society Spokane

A Member of the CFA Institute Global Network of Societies


Research Challenge: Americas Regional in Boston March 19-20, 2018. Global Final in Seoul, South Korea April 20, 2018.
Programing: Please contact us for more information related to these and other upcoming events, as well as any other inquiries:  
- Thursday, October 19, 2017, at 11:30 AM, Luncheon, "The Future of Emerging Markets", Spokane, Bank of America 2nd floor conference room, 601 W. Riverside Ave.
- Monday, November 6, 2017, at 11:30 AM, Luncheon, Rodney Nelson of Morningstar's Internet and Software coverage, Spokane, Bank of America 2nd floor conference room, 601 W. Riverside Ave.
- Thursday, February 8, 2018, at 5:00 PM, Forecast Dinner, Spokane at the Historic Davenport Hotel.
- Thursday, March 8, 2018, Montana Forecast Dinner, Bozeman at the Baxter.
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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CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

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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

General Inquires and Research Challenge:
Jim Czirr, CFA

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

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

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

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