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Charter Awards and Ethics and Investing Presentation


Michael G. McMillan, Ph.D., CPA, CFA Director, Ethics Education​

Start Time

11/15/2017 5:00 PM

End Time

11/15/2017 8:00 PM

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Non-Member Price


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Location Info

1730 N Federal Hwy
Boynton Beach, FL 33435

Event Description


 Ethics and Investing

A presentation by Michael McMillan, Ph.D., CPA, CFA​

Director, Ethics Education

Wednesday, November 15, 2017

5:00 PM - 8:30 PM


Join us for a presentation by Michael McMillan, Director, Ethics Education, at CFA Institute. Dr. McMillan will also emcee our Charter Award Ceremony. 

Don’t miss your chance to learn first hand the professional qualities of CFA Society members and while having the dinner entrée of your choice also:

  1. Meet and congratulate new charter holders
  2. Meet Michael McMillan, Director, Ethics Education, CFA Institute
  3. Earn 1.5 continuing education credits, including 0.5 CE in SER
  4. Network with CFA South Florida members, leaders and directors
  5. Visit with some of the most interesting people in our world.​


5:00PM Networking with one complimentary drink (beer or wine)
6:00PM Charter Award Ceremony
6:20PM Dinner (choice of four menu items)
6:35PM Presentation​

We encourage all of our members to come out and congratulate the new charter recipients.

This event is free to each new Charter recipient and one guest. If already a member of the CFA Society of South Florida, please register with your CFA Institute ID. If you are a Charter Recipient, but are not yet a member of CFA Society South Florida, email​ to obtain a promo code to redeem your complimentary registration. Enter your guest name in the "CFA New Charter Recipients Only - Guest's Full Name:​" field.

Michael G. McMillan, Ph.D., CPA, CFA
Director, Ethics Education

Dr. McMillan joined CFA Institute in October of 2008 after more than a decade as a professor of accounting and finance at Johns Hopkins University’s Carey School of Business and George Washington University’s School of Business. Prior to pursuing a career in academia, he was a securities analyst and portfolio manager at Bailard, Biehl, and Kaiser and Merus Capital Management in San Francisco, California.

As the Director, Ethics Education and Professional Standards, Dr. McMillan is responsible for creating and developing educational content for CFA Institute members and investment professionals in the area of ethics and professional standards. Prior to joining the Institute, Dr. McMillan served in a variety of volunteer capacities at the CFA Institute. He was a member of the Council of Examiners for 10 years, and a grader for the CFA Level II and Level III exams for 12 years.

Dr. McMillan is the Treasurer and a member of the board of directors of the Alexandria Police Foundation, which provides resources to Alexandria police officers that improve officer performance, morale, and effectiveness. He is also the treasurer and a member of the board of directors of Fort Dupont Ice Arena in Washington, DC.

Prior to joining CFA Institute, he was a Vice President and Treasurer of the CFA Society of Washington, DC. Currently, he is a member of the Editorial Board of the Journal of Business Research and member of the Society for Business Ethics.

Dr. McMillan has a PhD in accounting and finance from George Washington University, an MBA from Stanford University, and BA from the University Pennsylvania. He is a Chartered Financial Analyst (CFA), a Chartered Investment Counselor, and a Certified Public Accountant (CPA).

Earn 1.5 Hours of CE Credit For This Event (1.5 SER)!


Event Type

Society; Educational

Society Category


Education Topic

Standards, Ethics, and Regulations

Event Region


CE Credit


SER Credit


Event Terms

On-site registrations are accepted on an exception basis and are payable with credit card only. To cancel, please send an email to​ with your name, email address and CFA SFL member ID if applicable. ​

Advance registrations that fail to attend or that fail to cancel prior to 48 hours before the event will be billed at the non-member walk-in rate quoted for the event. If the event is subsidized for both members and non-members, late cancellations and no-shows may be billed at the actual cost per attendee. Cancellations for a full refund must be made at least 48 hours before an event. Registrations cancelled within the last 48 hours prior to an event are not eligible for a refund.​

All Day Event





11/15/2017 8:00 PM



Event Manager Email​
Approval Status Approved


Content Type: MyCFA Calendar
Created at 10/7/2017 10:01 PM by 38
Last modified at 10/7/2017 10:32 PM by 38