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Register for the following coming event(s):
(Electronic registration typically opens 30 days before event date)

Date & Time Event Location Event Sponsor

April 8, 2010
5:00pm Networking
6:00pm Dinner
Pilgrimage to Warren Buffett’s Omaha
By Author Jeff Matthews
Members: $20      NonMembers: $45
Prepay with PayPal and Save $5!
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 ($20):
Non-Members ($45):
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, 2008/2009 Season, 2007/2008 Season)

Date & Time Event Location Event Sponsor

July 15, 2009
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

August 26, 2009
12:00pm Lunch
12:05pm Presentation
Protecting Investors in the Good Times
Performance Measurement Luncheon
Members: $20      NonMembers: $35
Free Book Offer!
Prepay with PayPal and Save $5!

Earn 1 Hour of CFA & CFP CE Credit!
Timpano's Italian Chophouse
450 East Las Olas Boulevard, #110
Fort Lauderdale
CFA Society of South Florida

August 26, 2009
5:30pm Hors d'oeurves
6:30pm Presentation
Protecting Investors in the Good Times
Performance Measurement Speaking Tour
Members: $20      NonMembers: $40
Free Book Offer!
Prepay with PayPal and Save $5!

Earn 1 Hour of CFA & CFP CE Credit!
Morton's, The Steakhouse
777 S. Flagler Drive
West Palm Beach
CFA Society of South Florida

September 24, 2009
5:00pm Presentations & Networking
7:30pm End
4th Annual Career Development Night
Featuring Recruiters, Educational
Offerings, and Career Counseling
Members: $0      NonMembers: $20
Free to CFA South Florida Members!
Prepay with PayPal and Save $5!
Boca Country Club
17751 Boca Club Blvd
Boca Raton
CFA Society of South Florida

October 14, 2009
5:00pm Networking
6:00pm Dinner
Thomas J. Lee, CFA
Chief US Equity Strategist for JPMorgan
Members: $15      NonMembers: $45
**Includes One Free Drink!**
Save $5 by paying in advance through PayPal!
Boca Country Club
17751 Boca Club Blvd
Boca Raton
CFA Society of South Florida

October 21, 2009
5:00pm Cocktail Hour
6:00pm Dinner
Enerplus Resources
One of the largest oil & gas income funds
in North America!
Members: $0      NonMembers: $0
Includes Dinner & One Free Drink
Free to Members & NonMembers/Guests!
Boca Country Club
17751 Boca Club Blvd
Boca Raton
Enerplus Resources Fund

October 22, 2009
5:45pm Networking
Networking with Estate Planners!
East Coast Estate Planners Council
Members: $0      NonMembers: $25
Community Foundation
700 South Dixie Highway, Suite 200
West Palm Beach
CFA Society of South Florida

November 4, 2009
5:00pm Cocktail Hour
6:00pm Dinner
7th Annual Hedge Fund/Alternative Investments
Panel featuring Dan O'Connell, Mary Ann Bartels,
Tom Krasner, Robert Pino, and Vinny Catalano
Members: $30      NonMembers: $50
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

November 14, 2009
8:30am Registration
9:00am Exam Begins
CFA Level I Practice Exam
Available to all Local CFA Level I Candidates
Half Day Practice Exam Under Test Conditions
FREE - Paid For by CFA Society of South Florida!
FAU Office Depot Center for Executive Education
777 Glades Rd
Boca Raton, FL 33431
CFA Society of South Florida

December 2, 2009
5:00pm Networking
6:00pm Dinner
Adam S. Parker, Ph.D
Chief Investment Strategist
Sanford C. Bernstein & Co.
Members: $20      NonMembers: $50
**Includes One Free Drink!**
Save $5 by paying in advance through PayPal!
Boca Country Club
17751 Boca Club Blvd
Boca Raton
CFA Society of South Florida

December 9, 2009
6:00pm Start
9:00pm End
CFA South Florida Annual Holiday Party
Members: $0      NonMembers: $70
Free to Members and One Guest!
Save $5 by paying in advance through PayPal!
Special Travel Note - See Event Details!
Boca Raton Bridge Hotel & Marina
999 E Camino Real
Boca Raton
CFA Society of South Florida

December 9, 2009
12:00pm Lunch
Economist Ed Hyman
2010 Macro Economic Outlook
Members: $20      NonMembers: $40
Save $5 by paying in advance through PayPal!
The Riverside Hotel
620 East Las Olas Boulevard
Fort Lauderdale
CFA Society of South Florida

January 6, 2010
6:00pm Start
CFA South Florida Charter Award Ceremony
with John Rogers, CFA, President, CFA Institute
Members: $20      NonMembers: $40
Free to Charter Recipients and One Guest!
Prepay with PayPal and Save $5!
Boca Raton Bridge Hotel & Marina
999 E Camino Real
Boca Raton
CFA Society of South Florida

January 20, 2010
5:00pm Cocktail Reception
6:00pm Dinner
Financial Forecast 2010
featuring Richard Kang, Steven Zausner,
Curt Fintel, CFA and others coming soon!
Members: $25      NonMembers: $55
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 Institute PD

January 23, 2010
9:00am Start
12:00pm End
Is the Wind at Our Backs Yet?
Featuring Stuart Schweitzer,
Harvey Golub, and John Lipsky
This is a Florida Atlantic University Event
FAU Office Depot Center for Executive Education
777 Glades Rd
Boca Raton, FL 33431
FAU College of Business

January 26, 2010
5:00pm Networking
6:00pm Dinner & Presentation
General Electric Annual Dinner Update
A presentation of GE's plans for 2010 and beyond
Members: $0      NonMembers: $0
Earn 1 Hour of PD credit for this event!
Free to Members and Non-Members!
Includes Two Complimentary Drinks
Morton's, The Steakhouse
777 S. Flagler Drive
West Palm Beach
General Electric

January 27, 2010
12:00pm Lunch
12:05pm Presentation
General Electric Annual Lunch Update
A presentation of GE's plans for 2010 and beyond
Members: $0      NonMembers: $0
Earn 1 Hour of PD credit for this event!
Free to Members and Non-Members!
The Riverside Hotel
620 East Las Olas Boulevard
Fort Lauderdale
General Electric

February 13, 2010
10:00am Begins
1:00pm Ends
CFA Level III Investment Policy Stmt Class
3-Hour Class Led By Dr. Iris Uhlamann, CFA
Available to all Local CFA Level III Candidates
FREE - Paid For by CFA Society of South Florida!
FAU Office Depot Center for Executive Education
777 Glades Rd
Boca Raton, FL 33431
CFA Society of South Florida

February 17, 2010
5:00pm Networking
6:00pm Dinner
General Mills - Davie
Dual-Location Simulcast Event
Live in Davie Simulcast to Palm Beach Gardens
Members: $0      NonMembers: $0
Includes Dinner & One Free Drink
Free to Members & NonMembers/Guests!
Signature Grand
6900 State Road 84
Davie, FL
General Mills

February 17, 2010
5:00pm Networking
6:00pm Dinner
General Mills - Palm Beach Gardens
Dual-Location Simulcast Event
Live in Davie Simulcast to Palm Beach Gardens
Members: $0      NonMembers: $0
Includes Dinner & One Free Drink
Free to Members & NonMembers/Guests!
PGA National Resort & Spa
400 Avenue of Champions
Palm Beach Gardens
General Mills

February 24, 2010
5:00pm Cash Bar
6:00pm Dinner
Lies, Damn Lies and Mathematical Forecasts:
Of Optimization and Allocation
Presented By Michael S. Falk, CFA
Members: $20      NonMembers: $40
Prepay with PayPal and Save $5!
Earn 1 Hour of CE Credit For This Event!
Boca Country Club
17751 Boca Club Blvd
Boca Raton
CFA Society of South Florida

March 7, 2010
11:00am Conference Check-in
26th Annual Risk Management Conference
Sunday, March 7 through Tuesday, March 9, 2010
This is a CBOE event
The Ritz-Carlton Golf Resort
2600 Tiburon Drive
Naples, FL 34109
CBOE

April 8, 2010
5:00pm Networking
6:00pm Dinner
Pilgrimage to Warren Buffett’s Omaha
By Author Jeff Matthews
Members: $20      NonMembers: $45
Prepay with PayPal and Save $5!
Boca Country Club
17751 Boca Club Blvd
Boca Raton
CFA Society of South Florida

May 5, 2010
5:00pm Networking
6:00pm Dinner
Financial Shenanigans: How to Detect
Accounting Gimmicks & Fraud in Financial Reports
By Author Howard Schilit
Members: $20      NonMembers: $45
Prepay with PayPal and Save $5!
Earn 1 Hour of CE Credit For This Event!
Boca Country Club
17751 Boca Club Blvd
Boca Raton
CFA Society of South Florida

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