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CFAOC Members Annual Meeting & Financial Marketing Skills Event: 

Event Description

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.

Sara Grillo_Cropped.png
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. 

Event Type

Society; Career; Featured

Education Topic


Start Time

5/21/2020 11:45 AM

End Time

5/21/2020 12:45 PM





Event Country

United States

Event Region


Location Info

​There is no charge to attend this event!

Date and Time:
Thursday, May 21, 2020
11:45 pm - 12:45 pm (US/Pacific)

11:45 am - 12:00 pm - Society Update (CFAOC President, Mary Sigler, CFA)
12:00 pm - 12:45 pm - Presentation (Sara Grillo, CFA)

Register in advance for this meeting:

After registering, you will receive a confirmation email containing information about joining the meeting.


Sara Grillo, CFA

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



Register in advance for this meeting:

All Day Event




Event Link


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Event Short Info

<b>Members Annual Meeting and Speaker Event</b> Society update, board members election, and marketing skills speaker.  <a href="">Read More.</a>


Content Type: MyCFA Calendar
Created at 5/11/2020 12:37 PM by
Last modified at 5/11/2020 12:52 PM by