The mission of CFA Society Sacramento is accomplished through the generous volunteer efforts of its members. The Board of Directors encourages all members to become involved on a committee and participate in society activities. Below is a list of the various committees for our local society. Please direct all inquiries to
The Membership Committee acts as the primary liason between members and the Board of Directors. The committee is also responsible for actively recruiting new members and working with other committees to create greater awareness of the CFA brand.
Committee chair: Roy Clothier, CFA
University Outreach / Education Committee
The University Outreach / Education Committee facilitates the society's educational programs including Global Investment Research Challenge, society scholarships, university presentations. The committee also acts as a liaison for CFA exam preparation providers.
Committee Chair: Hao Lin, CFA
Employer Outreach / Industry Relations Committee
The Employer Outreach / Industry Relations Committee is dedicated to keeping members updated on current career opportunities and promoting employer outreach in the region. The committee also acts as a liaison between employers and members.
Committee Chair: Jo Lee
The Programs Committee coordinates the society's monthly programs. The committee is responsible for recruiting speakers and working with other committees to garner sponsors and promote society events.
Committee Chair: Jane Delfendahl, CFA
The Tech Committee is responsible for the content and development of the society's website.
Committee Chair: Mihaela Varna, CFA