CFAOC Members Annual Meeting and Speaker Event:
State of the Society - Update from the President and Board of Directors
Vote for Board Members
Guest Speaker to Help You Improve Your Soft Skills
Please join us to get updates on the state of your society from the Board of Directors. Cast your vote for new board members. After that, get some tips on how to communicate in a more effective way and hone your marketing skills.
Our Speaker – Sara Grillo, CFA
Sara Grillo, CFA, is a top financial writer with a focus on marketing and branding for investment management, financial planning, and RIA firms. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers. Sara graduated from Harvard with a degree in English literature and has an MBA from NYU Stern in quantitative finance.