Luncheon Programs
All Society members – candidates and members – are invited to participate in the Society’s luncheon program, whose primary purpose is to offer the latest insights into markets, trends and other aspects of the financial services industry. These luncheons are also a great opportunity to meet other charterholders and candidates.
CFA Minnesota luncheons are traditionally held on a Thursday, from 12:00 to 1:30pm. Registration and Networking begin at 11:30 and a Q&A session usually begins by 1:15. Attendees who need to leave early may do so.
For our current Lunch events, please see our Event Calendar.
Some previous luncheon presenters have included:
· Gary Stern, President, Mpls Federal Reserve Bank
· Thomas Robinson, CFA Institute
· Andrew Barker, Artio Global (formerly Julius Baer)
· David Ranson, HC Wainwright & Co.
· Andrew J. Platt, Norwest Equity Partners
Continuing Education Credits
Through the CFA Institute event registration portal we now utilize, CE credits are automatically applied to those members who are also CFA Institute members. Generally, our luncheon sessions provide 1 CE credit.
Sponsorship Opportunity
CFA Minnesota is pleased to provide opportunities for vendors and sponsors to support programming for our members. For more details, see this document or contact our Program Committee Chair.
Cancelation Policy
We recognize that scheduling conflicts arise for our members from time to time. To that end, we accept cancelations with full refund through the week prior to events. To initiate this refund, please contact Maren Amdal by 5pm Friday of the week prior to the event for which you registered.