Join us for a Town Hall with Interim CEO of CFA Institute

CFA Society San Diego is pleased to inaugurate its 2026/7 season with an in-person Town Hall featuring Tricia Rothschild, CFA, Interim CEO of CFA Institute.

A San Diego County resident and fellow CFASSD member, Tricia leads our global credentialing organization which serves 200,000 + CFA^® Charterholders and candidates across 150+ Countries.

During this age of AI and heightened financial gamification, hear how CFA Institute seeks to strengthen its connection to Societies like ours and reinforce its commitment to education, ethics and member value. Topics may include CFA Institute’s branding campaign, financial literacy initiatives, advocacy with regulatory bodies, and introduction of a new affiliate member category. Tricia will also update on the permanent CEO search at CFA Institute, and the governance and communications topics raised in a recent member petition.

Join this unique opportunity to learn how you, our Society, and CFA Institute can continue to “Set the Standard” for San Diego’s financial professionals.

To view the Speaker's bio - click here!

Tuesday, August 25th
4:30pm - 7:30pm

Lomas Santa Fe Country Club
1505 Lomas Santa Fe Dr.
Solana Beach, CA 92075

Register Now!

4:30 – 5:00pm – Registration 
5:00 – 6:00pm – Introduction, Presentation/Discussion, Q&A
6:00 – 7:30pm – Reception
7:30pm – Program ends 

Members - Early Bird Pricing $20 (After August 3rd - $30)
Non-Members - Early Bird Pricing $40 (After August 3rd - $55)