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Register for the following coming event(s):
(Electronic registration typically opens 30 days before event date)
Click Here to view full event calendar.

Date & Time Event Location Event Sponsor

February 7, 2012
5:30pm
CFA Society Winter Networking - Ft. Laud.
Free to Members/Candidates - Choose One Location
Includes 2 Drinks & Appetizers
Members: $0      NonMembers: $25
Chart House Restaurant
3000 NE 32nd Avenue
Fort Lauderdale
CFA Society of South Florida

Secure your seat at this event - Pay now securely with PayPal!
(Please register for the event before making payment.)
Non-Members ($25):
Payment & Cancellation Policy: Payment for this event may be made online with a credit card by clicking the above link that corresponds with your registration type. Pre-payments online are discounted by $5.00 from the stated prices on this website. Payments at the door may only be made in cash or check (no credit cards at the door). 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.

February 8, 2012
5:30pm
CFA Society Winter Networking - Boca Raton
Free to Members/Candidates - Choose One Location
Includes 2 Drinks & Appetizers
Members: $0      NonMembers: $25
The English Tap & Beer Garden
5050 Town Center Circle
Boca Raton
CFA Society of South Florida

Secure your seat at this event - Pay now securely with PayPal!
(Please register for the event before making payment.)
Non-Members ($25):
Payment & Cancellation Policy: Payment for this event may be made online with a credit card by clicking the above link that corresponds with your registration type. Pre-payments online are discounted by $5.00 from the stated prices on this website. Payments at the door may only be made in cash or check (no credit cards at the door). 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.

February 15, 2012
5:30pm
CFA Society Winter Networking - W. Palm Beach
Free to Members/Candidates - Choose One Location
Includes 2 Drinks & Appetizers
Members: $0      NonMembers: $25
Cantina Laredo
4635 PGA Boulevard
Palm Beach Gardens
CFA Society of South Florida

Secure your seat at this event - Pay now securely with PayPal!
(Please register for the event before making payment.)
Non-Members ($25):
Payment & Cancellation Policy: Payment for this event may be made online with a credit card by clicking the above link that corresponds with your registration type. Pre-payments online are discounted by $5.00 from the stated prices on this website. Payments at the door may only be made in cash or check (no credit cards at the door). 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.

February 18, 2012
12:00pm Start
4:00pm End
3rd Annual Florida Research Challenge
Sponsored by CFA Naples, CFA Miami, CFA Tampa,
CFA Orlando, CFA Jacksonville, & CFA South Florida
This FREE event is a collaboration among the six Florida CFA societies.
Rollins College
1000 Holt Avenue
Winter Park
CFA Society of South Florida

February 29, 2012
5:00pm Networking
6:00pm Dinner
Economic Outlook & Investment Policy
Professor Emeritus Burton G. Malkiel
Princeton University
Members: $25      NonMembers: $60
Earn 1 Hour of PD credit for this event!
Save $5 - pay in advance with PayPal!
Boca Country Club
17751 Boca Club Blvd
Boca Raton
CFA Society of South Florida

Secure your seat at this event - Pay now securely with PayPal!
(Please register for the event before making payment.)
Members ($25):
Non-Members ($60):
Payment & Cancellation Policy: Payment for this event may be made online with a credit card by clicking the above link that corresponds with your registration type. Pre-payments online are discounted by $5.00 from the stated prices on this website. Payments at the door may only be made in cash or check (no credit cards at the door). 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.




Click on the link for each event to get more information: (Current Season, 2010/2011 Season, 2009/2010 Season)

Date & Time Event Location Event Sponsor

July 20, 2011
6:00pm Check-In
9:30pm End
Quantitative Tools for Asset Allocation
Chris Piros, PhD, CFA of CFA Institute
Professional Development Series
Members: $15      NonMembers: $25
Earn 3 hours PD credit for this event!
Prepay with PayPal and Save $5!
Nova Southeastern Univ.: Alvin Sherman Library
3100 Ray Ferrero Jr. Blvd.
Davie
CFA Society of South Florida

July 27, 2011
5:30pm Dinner
Volunteer Thank You Dinner
By Invitation Only
Maggiano's Little Italy
21090 St. Andrews Boulevard
Boca Raton
CFA Society of South Florida

July 30, 2011
9:30am Doors Open
10:00am Presentation
Overview of CFA Program and its Value
By Wendy L. Pirie, Ph.D, CA, CPA, CAIA, CFA
Director of Curriculum Projects, CFA Institute
Free To All Attendees
Sponsored by CFA South Florida
FAU Office Depot Center for Executive Education
777 Glades Rd
Boca Raton, FL 33431
CFA Society of South Florida

September 21, 2011
5:00pm Cocktail Hour
6:00pm Dinner
9th Annual Alternative/Hedge Fund Panel
featuring Howard Cooper, Matthew Storm, Leandro
Festino, Tom Krasner, and Vinny Catalano
Members: $25      NonMembers: $45
Save $5 - pay in advance with PayPal!
Includes Dinner & 1 Drink
Earn 1.5 Hours of CE Credit!
Boca Country Club
17751 Boca Club Blvd
Boca Raton
CFA Society of South Florida

October 5, 2011
6:00pm Check-In
9:30pm End
Options, Volatility & Risk Management Class
Bud Haslett, CFA, Head of Risk Management
and Derivatives, CFA Institute
Members: $25      NonMembers: $50
Earn 3 hours PD credit for this event!
Prepay with PayPal and Save $5!
Nova Southeastern University: Carl DeSantis Bldg.
3301 College Avenue
Davie
CFA Society of South Florida

October 5, 2011
12:00pm Check-In
1:30pm End
Options, Volatility & Risk Management Lunch
Bud Haslett, CFA, Head of Risk Management
and Derivatives, CFA Institute
Members: $25      NonMembers: $50
Earn 1 hours PD credit for this event!
Prepay with PayPal and Save $5!
Valet Pakring Included
The Colony Palm Beach
155 Hammon Avenue
Palm Beach
CFA Society of South Florida

October 19, 2011
5:00pm Networking
6:00pm Dinner
A Review of World Equity Markets
by Paul Desmond of Lowry Research
Members: $25      NonMembers: $45
Earn 1 hour of PD credit for this event!
Includes One Complimentary Drink
Save $5 - pay in advance with PayPal!
Boca Country Club
17751 Boca Club Blvd
Boca Raton
CFA Society of South Florida

November 2, 2011
12:00pm Check-In
1:30pm End
Overcoming Challenges Analysts Face
James Valentine, CFA, author of
Best Practices for Equity Research Analysts
Members: $25      NonMembers: $50
Earn 1 hours PD credit for this event!
Prepay with PayPal and Save $5!
Valet Pakring Included
The Colony Palm Beach
155 Hammon Avenue
Palm Beach
CFA Society of South Florida

November 2, 2011
6:00pm Check-In
9:30pm End
Identify & Monitor a Stock’s Critical Factors
by James Valentine, CFA, author of
Best Practices for Equity Research Analysts
Members: $25      NonMembers: $50
Earn 3 hours PD credit for this event!
Prepay with PayPal and Save $5!
Nova Southeastern University: Carl DeSantis Bldg.
3301 College Avenue
Davie
CFA Society of South Florida

November 16, 2011
6:00pm Start
A Review of Recent Developments in Asset Allocation
Presentation preceded by Charter Awards Ceremony
by Tom Robinson, PhD, CFA, of CFA Institute
Members: $20      NonMembers: $35
Earn 1 hours PD credit for this event!
Free to Charter Recipients and One Guest!
Prepay with PayPal and Save $5!
Maggiano's Little Italy
21090 St. Andrews Boulevard
Boca Raton
CFA Society of South Florida

November 19, 2011
8:30am Registration
9:00am Exam Begins
CFA Level I Practice Exam
Available to all Local CFA Candidates
Full Day Practice Exam Under Test Conditions
$20 Registration Fee Includes Lunch
Sponsored by CFA South Florida
FAU Office Depot Center for Executive Education
777 Glades Rd
Boca Raton, FL 33431
CFA Society of South Florida

December 7, 2011
5:45pm Boarding
6:15pm Departure
Annual Holiday Party
Welcome in the holiday season on a
relaxing 2 1/2 hour dinner cruise
Members: $0      NonMembers: $70
November 18 Registration Deadline
Free to Members and One Guest!
Save $5 by paying in advance through PayPal!
Veterans Park
801 E. Atlantic Avenue
Delray Beach
CFA Society of South Florida

January 14, 2012
9:00am Start
11:00am End
Overview of CFA Program and its Value
By Wendy L. Pirie, Ph.D, CA, CPA, CAIA, CFA
Director of Curriculum Projects, CFA Institute
Free To All Attendees
Sponsored by CFA South Florida
FAU Office Depot Center for Executive Education
777 Glades Rd
Boca Raton, FL 33431
CFA Society of South Florida

January 14, 2012
4:00pm Start
6:00pm End
Overview of CFA Program and its Value
By Wendy L. Pirie, Ph.D, CA, CPA, CAIA, CFA
Director of Curriculum Projects, CFA Institute
Free To All Attendees
Sponsored by CFA South Florida
Nova Southeastern University: Carl DeSantis Bldg.
3301 College Avenue
Davie
CFA Society of South Florida

January 18, 2012
5:00pm Cocktail Reception
6:00pm Dinner
Financial Forecast 2012
Featuring Douglas A. Kass, Louise Purtle, Dr. Beth
Ann Bovino, Phil Roth, CMT, & Vinny Catalano
Members: $25      NonMembers: $45
Email programs@cfasouthflorida.org for tables.
Earn 1 Hour of PD Credit For This Event!
**Includes One Free Drink!**
Prepay with PayPal and Save $5!
Boca Country Club
17751 Boca Club Blvd
Boca Raton
CFA Society of South Florida

January 25, 2012
5:15pm Networking
6:00pm Dinner & Presentation
General Electric Annual Dinner Update
A presentation of GE's plans for 2012 and beyond
Members: $0      NonMembers: $0
Earn 1 Hour of PD credit for this event!
Free to Members and Non-Members!
Includes One Complimentary Drink
Free Valet Parking Included
Morton's, The Steakhouse
777 S. Flagler Drive
West Palm Beach
General Electric

January 26, 2012
11:45am Check-In
12:05pm Lunch & Presentation
General Electric Annual Lunch Update
A presentation of GE's plans for 2012 and beyond
Members: $0      NonMembers: $0
Earn 1 Hour of PD credit for this event!
Free to Members and Non-Members!
Free Valet Parking Included
The Riverside Hotel
620 East Las Olas Boulevard
Fort Lauderdale
General Electric

February 7, 2012
5:30pm
CFA Society Winter Networking - Ft. Laud.
Free to Members/Candidates - Choose One Location
Includes 2 Drinks & Appetizers
Members: $0      NonMembers: $25
Chart House Restaurant
3000 NE 32nd Avenue
Fort Lauderdale
CFA Society of South Florida

February 8, 2012
5:30pm
CFA Society Winter Networking - Boca Raton
Free to Members/Candidates - Choose One Location
Includes 2 Drinks & Appetizers
Members: $0      NonMembers: $25
The English Tap & Beer Garden
5050 Town Center Circle
Boca Raton
CFA Society of South Florida

February 15, 2012
5:30pm
CFA Society Winter Networking - W. Palm Beach
Free to Members/Candidates - Choose One Location
Includes 2 Drinks & Appetizers
Members: $0      NonMembers: $25
Cantina Laredo
4635 PGA Boulevard
Palm Beach Gardens
CFA Society of South Florida

February 18, 2012
12:00pm Start
4:00pm End
3rd Annual Florida Research Challenge
Sponsored by CFA Naples, CFA Miami, CFA Tampa,
CFA Orlando, CFA Jacksonville, & CFA South Florida
This FREE event is a collaboration among the six Florida CFA societies.
Rollins College
1000 Holt Avenue
Winter Park
CFA Society of South Florida

February 29, 2012
5:00pm Networking
6:00pm Dinner
Economic Outlook & Investment Policy
Professor Emeritus Burton G. Malkiel
Princeton University
Members: $25      NonMembers: $60
Earn 1 Hour of PD credit for this event!
Save $5 - pay in advance with PayPal!
Boca Country Club
17751 Boca Club Blvd
Boca Raton
CFA Society of South Florida

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