I appreciate the privilege of being your Society President this year. I am very proud of our Board’s accomplishments this year, and I want to thank our Board, and all our society volunteers for all the hours and support they have given our society on our initiatives this year. Some of our Society’s accomplishments this year include:
Being the Co-Host with the CFA Institute of the February 2019 CFA Private Wealth Forum, held in Ft Lauderdale. This was the most attended CFA Private Wealth Conference to date and was considered a great success. While the Institute did all the heavy lifting organizing this event, our beautiful locale was considered quite an asset, and our Board put in extra time working to organize it.
Hosting our first ever Women in Finance Panel Event in March 2019, held at Nova Southeastern University, which was well attended by both students, those considering career changes and established financial professionals. It was so successful that we plan to keep this as an annual event.
Membership Renewal has started for 2019-2020 for both the CFA Institute and our CFA South Florida Society. The reminders came via email from the CFA institute, and we ask you to keep in mind the value you receive from your society when you renew.
Thank you for your Society Membership, and please welcome and congratulate our incoming President, Tisha Turner, CFA,CAIA and Vice-President, Jim Murphy, CFA.
Christina Worley, CPA/PFS, CFP, CFA
CFA Society South Florida, Board President