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!