CFA Society Sacramento

A Member of the CFA Institute Global Network of Societies

Location Info
Start Time
End Time
Event Description
1/10/2021 8:00 AM6/30/2021 9:00 AM

​View upcoming CFAI webinars.  Most are free to attend. 

Click here for more information.

1/29/2021 8:00 AM5/31/2021 5:00 PM

​CFASS members, emails go out periodically to promote CFA Society New York's programs.  These annoucements are for CFASS members only. 

5/6/2021 1:00 PM5/6/2021 2:30 PM

Please join us for the next Collaborative WIM Original special quarterly interactive event, hosted by CFA Society Los Angeles. Come prepared to network in breakout sessions with your peers and enjoy an interactive workshop tailored to our industry.

Collaborative WIM is modeled after the CFA Institute Women In Investment Management (WIM) Initiative. CFA Societies and FPA chapters around the world have joined efforts to further our shared goals of inclusion and diversity in capitalism. The partnership currently comprises 70 societies across the US, Canada, Caribbean, EMEA and LatAm, representing approaching 60,000 finance professionals and approximately 40% of the global CFA Society network. If you want to keep up to date with the goings on in this group, consider joining the LinkedIn Group Collaborative WIM Initiative.

We want to create innovative solutions to our most suffocating struggles, but in order for that to happen, our brains can’t be stuck in survival mode. Feeling stressed and afraid is an arousal state and an over stimulated brain needs systems to get back our sense of wonder and curiosity. When we give our brains a framework to attach to, we feel more in control and ready to move forward, instead of feeling frozen in place. Join biopsychologist Mary Poffenroth as she shares her favorite evidence based frameworks to help you move through everyday fear and build a future full of promising ideas and surprising solutions.


Mary Poffenroth | Mary Poffenroth is a biopsychologist and in her 14th year as faculty for San Jose State University, the oldest institution of public higher education on the West Coast.

As a native to Silicon Valley, Mary began her research career in astrophysiology at NASA Ames Research Center Moffett Field and now focuses her scholarship and organizational consulting at the scientific intersection of emotional intelligence & innovation. She is the author of Write Present Create: Science Communication for Undergraduates and has taught nearly 20,000 students both in person and online since 2007. A first generation college student herself, she continues to find ways to give back to her community and is currently leading her third cohort of university faculty to success in teaching in the digital space.

Mary holds three masters degrees, one in biology, the other in psychology, and the third in science communication from Imperial College London, with her PhD planned for conferment in 2021. She has spoken at TEDx London, Harvard, and SXSW and her work has been featured in such legacy media outlets as Time magazine, Forbes, Science, Entrepreneur, and National Geographic.

Off stage, she can usually be found alongside her rescue pup bandit, reading a supernatural YA novel, and drinking her weight in fizzy water.

4/28/2021 3:00 PM4/28/2021 4:00 PM


Michael Treidl, CFA — Director, Coryell Capital Management

Ron Galperin — Los Angeles Controller, City of Los Angele

Attendance for this Roundtable event is limited to allow all participants to engage in active dialogue. Specifically, as an attendee, you will have the opportunity to engage in discussion with the speaker and other attendees to share insights on the event topic and develop deeper connections with your peers.

During this one hour event, with 30 minutes of presentation and 30 minutes of questions and answers, Ron Galperin, LA Controller, will discuss the City's finances, resources, and how it is responding to the COVID-19 crises. There will be datamaps and stories on topics such as expanded testing, meal delivery, small business support, updated 2020-2021 revenue forecast, job loss report, and the financial impact of COVID-19 on spending and reimbursement.


Ron Galperin | Los Angeles Controller Ron Galperin is the taxpayers’ watchdog at City Hall, making sure public dollars are spent efficiently and effectively. He is also the elected paymaster, auditor and chief accounting officer for the City of Los Angeles.

Galperin oversees a team that conducts independent audits, manages City payroll and spending, prepares financial reports, pursues fraud and waste, and works to create a more transparent and accountable city for everyone. His reports are improving street maintenance, arts funding, management of special funds, L.A.’s trees, emergency services and many other City functions. 


Michael Treidl, CFA | Michael Treidl is a Director at Coryell Capital Management with experience in global macro strategy, investment research, and portfolio management.

Prior to joining Coryell Capital Management, Michael worked at Miracle Mile Advisors, Payden & Rygel, Capital Group and Morgan Stanley. He began his career working on the trading floor at Fannie Mae.

Michael is a member of CFA® Institute and CFA Society Los Angeles. He earned an MBA degree with an emphasis in Finance from the Crummer Graduate School of Business and a BS in Physics with a minor in Computer Science from Carnegie Mellon University

For more information and to register, click here.