Have a Great Idea?

A speaker/topic/venue or anything else you want us to know about or consider.

Submit Great Ideas

Member Vouchers

Member Vouchers are available for use and can be easily applied during your online registration.  As another member benefit, you receive four free vouchers annually.  So please take advantage of one the next time you join us for an event.  ENJOY!

Cancellations

Cancellations must be received in writing via email at least 48-hours in advance of the event start time to receive a refund. Please e-mail [email protected]. No phone cancellations are accepted.

Passport Program

The CFA Societies Global Passport Program encourages visiting members to attend our local programs at the member rate. Welcome to Atlanta!

Online Series: Washington D.C. Perspective | Fireside Chat with Catherine Kuerbitz, Chief of Staff to Congressman David Scott (D-GA)

 

August 25, 2021
12:00 PM - 1:00 PM
Add to Calendar

 

Webinar

In Partnership with CFA Institute

REGISTER VIA CFA INSTITUTE HERE

The U.S. Congress is embarking on an ambitious and fast-track policy agenda. Join us for a fireside chat on the Washington, D.C. policy outlook with Catherine Kuerbitz, Chief of Staff to Congressman David Scott (D-GA-13), a Senior Member of the House Financial Services Committee who represents the Atlanta area in Congress, and Karina Karakulova, CFA Institute's Senior Manager for Capital Markets Policy who manages part of CFA Institute’s advocacy and outreach portfolio.

We will discuss Congress’s packed agenda with these two senior policy experts and provide insight into Washington, D.C.’s latest power dynamics. The event will also feature a briefing on CFA Institute’s advocacy efforts.

Don’t miss this opportunity to get an inside perspective on Washington, D.C., and the work CFA Institute and Congress are doing on issues relevant to the investment profession.

Speakers 

Catherine Kuerbitz has worked in various advisory capacities in both the U.S. Senate and the House of Representatives. She joined the office of Congressman David Scott (D-GA-13) in 2018, serving as a Legislative Director and now Chief of Staff. Rep. Scott is a senior member of the House Financial Services Committee and its Subcommittee on Investor Protection, Entrepreneurship and Capital Markets; he is Chair of the House Agriculture Committee; and co-chair of the Congressional FinTech and Payments Caucus. Catherine previously worked for Senator Kay Hagan (D-NC), who served on the Senate Banking Committee. She holds a Master’s in Public Policy from George Mason University.

Karina Karakulova, Senior Manager for Capital Markets Policy, CFA Institute leverages her prior experience in government affairs, public policy, and investment management (Series 7, 66) to help formulate policy positions, engagement, and research that advance market integrity, investor protection and industry professionalism. Karina holds a master’s degree in financial mathematics from the Johns Hopkins Whiting School of Engineering and bachelor’s degrees in economics and mathematics from St. Mary's College of Maryland. She is the author of the weekly DC Policy Corner newsletter.

Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Industry Awareness

Future Meetings

Annual Meeting Part One: Official Business|Members Only

 

June 10, 2026

 

5:00 PM to 5:30 PM

 

Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339

Members Only

Register Now View Details ►

 

 

Annual Meeting Part Two: Keynote Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock

 

June 10, 2026

 

5:30 PM to 8:00 PM

 

Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339

Join us & register today!

View Details ►

 

 

Annual Member Appreciation Networking Social

 

July 30, 2026

 

5:30 PM to 7:30 PM

 

Tesserae Rooftop Lounge
415 East Paces Ferry Rd NE
Atlanta, GA 30305

Join us for fellowship and fun!

Register Now View Details ►

 

 

Sponsor Webinar Series: Understanding ETFs: Market Overview, Trading Best Practices and The Next Generation of Multi-Share Class ETFs

 

August 13, 2026

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

Join us & register today!

Register Now View Details ►

 

 

Bourbon Tasting with the Bourbon Whisperer

 

August 27, 2026

 

5:30 PM to 7:30 PM

 

The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326

Join us for this special event!

Register Now View Details ►

 

 

Member Community Book Club

 

September 22, 2026

 

6:00 PM to 7:00 PM

 

SCS Financial
3333 Riverwood Parkway | 1st Floor Conference Room
Atlanta, GA 30339

Join us for this exclusive member-only event!

Register Now View Details ►

 

 

Annual Holiday Networking Social

 

December 10, 2026

 

5:00 PM to 9:00 PM

 

Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354

Join us for this meebr exclusive!

Register Now View Details ►