Events Detail

Member Meeting and Appreciation Dinner 

The Annual Member Meeting and Appreciation Dinner Event is CFAOC’s premier event each year featuring world class keynote speakers sharing timely information with members. This elegant cocktail and dinner event brings together 100 to 150 members of our society for networking, the sharing of ideas and a review of the Society’s past fiscal year.

Holiday Luncheon and Charter Award Ceremony 
The Annual Holiday Luncheon and Charter Award Ceremony is one of CFAOC’s more popular events where members gather
to socialize and recognize the newest members of the Society. The winners of the Annual Market Forecast and Stock Picking Contest for the past year are also announced. The Luncheon is concluded with the time honored tradition of awarding and celebrating the achievements of this year’s CFA charterholder recipients. These proud individuals are recognized by their peers, receive their certificate and are warmly congratulated for their hard work and achievement. Our Holiday Luncheon typically has around 100 attendees consisting of members, candidates, students and guests.

Wealth Management Symposium
The Annual Wealth Management Symposium has been very well received by our members and provides them with a venue to learn about current and expected market trends. These events attract between 50-100 members, candidates, and guests.

Annual Golf Tournament
Each year, CFAOC partners with FPAOC to host an annual Golf Tournament. This community event brings together both CFA's and CFP's for a fun day in the sun!

CFAOC is committed to providing professional development opportunities to our members through an average of 8 - 10 luncheons or dinners each year featuring top quality speakers and industry professionals from around the world. These events attract anywhere between 40 to 100 members and guests and are a great opportunity for networking and idea sharing.

​The Women in Finance initiative has been developed to create networking opportunities for members and candidates of the CFA Society Orange County, as well as deliver personal and professional development training to provide the support and skills to help our members get to the next level in their lives and their careers. 

We provide 3 tracks of programming:

1. "Making Connections Count" – a collaborative networking series offered to share ideas, make new connections and learn about other organizations making a difference in elevating women in the finance profession.  These events are held quarterly.
2. Professional Development Series – Sponsored speaker events providing personal and professional development training.  These events are held quarterly.
3. "Story Time" panel discussions – panel discussions with local women leaders to hear their inspiring stories and learn about their career paths.  These events are held twice each year. 

Future events still to be scheduled for the coming year may include opportunities associated with the Career Development Conference, Investment Research Challenge, Stalla/UCI CFA Review Program, Wine tasting, Angel’s Baseball Social and CFAOC Foundation fundraising events (golf tournament, silent auction, etc.)