Upcoming Events

NEW! Joint Happy Hour with The Financial Planning Association (FPA)

Join us for a summer social in Conshy with our friends from FPA of the Philadelphia Tri-State Area! FPA Philly is the premier group in the Philadelphia region bringing together nearly 500 local professionals in the financial planning industry. FPA member professionals are working to improve practices and to grow the industry in our area. FPA Philly’s mission is to provide education and industry events, as well as networking and practice management opportunities.   Our venue, The Great American Pub, is conveniently located in downtown Conshohocken, close to the PA Turnpike, The Schuylkill Expressway, and Route 476. Lite bites and refreshments will be served.   Registration is free of charge for CFAP and FPA Philly members. Register here

Annual Members Night at the Harrisburg Senators

The CFAP Central PA planning group is pleased to announce its annual special event at the Harrisburg Senators. Come down to the ballpark for an exciting match-up between the Senators and the Sea Dogs from Portland, Maine.   Did you know that Phillies stars Bryce Harper and Trea Turner started their careers with the Senators? The ballpark is a great way to see the future stars of the MLB.   The Senators home stadium is FNB Field, a gem of a minor league baseball ballpark on City Island in Harrisburg. Our event will take place in an air-conditioned luxury box in the stadium. Registration includes a seat in the box, plus food and refreshments.   As with most CFAP events, members are encouraged to bring a friend or family member. You can sign up to three guests when you register.   Registration: $30.00 per person.   This event is being produced by CFAP Central PA. CFAP Central PA is a special interest group of the Society. Its mission is to create programs and events for CFAP members and CFA candidates outside of the Philadelphia area. For more information on the group, e-mail us at  [email protected] . click here to register

NEW! Joint Happy Hour at the Delaware Beaches with CFA Societies Baltimore and Washington, DC

Attention fans of the Delaware Beaches! CFAP, together with CFA Society Baltimore and CFA Society Washington, DC, are hosting a member happy hour in scenic Dewey Beach at the Starboard Claw restaurant. Stop by and meet your colleagues while at the beach!   Nestled in the heart of the Delaware Beaches, Starboard Claw exemplifies coastal elegance and culinary excellence. Upon entering Starboard Claw, you're greeted by a charming ambiance that combines contemporary design with coastal elements. Starboard Claw was recently named Best New Restaurant by Delaware Today magazine.   Lite bites and refreshments will be served. Registration is free of charge.   Thank you to the sponsor of the happy hour:   JLAM  is a premier real estate investment and development firm located in the heart of downtown Rehoboth Beach, DE that helps build wealth through private real estate investments. We specialize in identifying, developing, and investing in properties where people are proud to be. Our focus is on differentiated real estate within three core strategies: residential land development, multi-family, and multi-tenant office. Register Here

NEW! Annual Endowments and Foundations Conference

CFAP is proud to host its thirteenth annual program focused on endowments and foundations. This day-long conference will feature panel discussions and speakers from leading asset managers, non-profits, and subject matter experts in non-profit law and governance. The conference will address many of the pressing issues facing endowments, foundations and other philanthropic concerns.   Topics to be addressed at the conference include:   Investing In Cultural Institutions Impact of Recent Tax Legislation Sustainable Investing Board Governance Best Practices Our keynote speaker for the conference is David Itzkovits, CFA. David is Co-Founder of Optimal AdvisorAI . Optimal AdvisorAI works to bring financial professionals and non-profits up the learning and adoption curves around AI technologies by demystifying AI tech, teaching applied tactics for usage, and supporting clients in implementing AI into their workflows for maximum benefit.  David is an acknowledged thought-leader in the use of artificial intelligence in the investments industry and is an international key-note speaker on the subject. He has been instrumental in driving the use AI in investment management and launched multiple funds including the first UCITS Balanced Fund in 2017 utilizing AI exclusively in the decision-making process.   We expect approximately 150 professionals to attend the conference, representing over 80+ organizations. The audience is a mix of investment management professionals, non-profit executives, attorneys and other professionals who are passionate about mission-driven work. A number of corporate sponsorship opportunities are available for the conference.  Click here  to view a Sponsor Sheet with sponsor levels and benefits. The conference includes a full day's worth of programming, breakfast, lunch, and morning and afternoon networking breaks. Registration:   CFA Members (all societies): $125.00 Non-Members: $220 Non-Profit Professionals: $50.00 Thanks to our sponsors:   Silver Sponsor: Bronze Sponsor: Truist Foundations and Endowments Specialty Practice   Reception Sponsor: Click here to register