Sign In
Export Event

Title

Putting Investors First - A Special Panel Discussion

Event Description

​CFA Institute has designated May 2016 as “Putting Investors First” Month. In conjunction with this, CFA Society Madison invites you to a panel discussion focusing on ways that investors are protected and supported by the financial services industry. Government regulations are continually changing, and our panelists are well placed to discuss current issues as well as future ones which may develop. This is an important event for both financial professionals and their clients, and all are welcome. Following the presentation there will be a reception with drinks and appetizers.

Moderator and Panelists:

  • Darin Goodwiler Chief Compliance, Risk and Ethics Officer, CFA Institute - will moderate the panel discussion
  • Jonathan Boersma, CFA Head of Professional Standards and Executive Director of the Global Investment Performance Standards, CFA Institute
  • Pamela Krill Securities & Corporate Lawyer, Godfrey & Kahn
  • Christopher Roe Senior Vice President of Corporate & Legislative Affairs, CUNA Mutual Group
To view the moderator and panelist's bios - click​ here!​

Event Type

Society; Educational

Education Topic

Standards, Ethics, and Regulations

Start Time

5/17/2016 4:00 PM

End Time

5/17/2016 6:00 PM

City

Madison

State/Province

Wisconsin

Event Country

USA

Event Region

Americas

Location Info

​The Madison Club
5 East Wilson Street
Madison, WI  53703

Speaker

See above for list of panelists

CE Credits

1 credit

SER Credit

1 credit

Currency

USD

Member Price

No Charge

Non-Member Price

$20

Candidate Price

$15 / University Student - $10

Registration

Registration has closed!

All Day Event

 

Recurrence

 

Event Link

 

Event Link Leads To New Tab

 

Event Short Info

 

Attachments

Content Type: MyCFA Custom Calendar
Created at 4/6/2016 3:39 PM by bmatthias@adminproserv.com
Last modified at 5/16/2016 10:33 PM by bmatthias@adminproserv.com