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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!
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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!
Annual Meeting: Part One - Official Business|Members Only
June 05, 2025
5:00 PM - 5:30 PM
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Grand Hyatt Atlanta in Buckhead | Highlands Ballroom
3300 Peachtree Road NE
Atlanta, GA 30305
Directions
Annual Meeting Agenda
4:30 – Registration opens
5:00 – President opens Annual Meeting
5:03 – Secretary verifies quorum
5:04 – Treasurer provides Financial Update
5:14 – President Elect presents current President with Service Plaque | President’s Gavel
5:15 – President recognizes departing and continuing BOT members
5:16 – President confirms the FY26 slate of officers and trustees
5:20 – ASFIP Foundation Update provided by Kathy Chrisman
5:23 – 2024-25 Kathy Chrisman Award Winner Announcement Presented by Kathy Chrisman
5:30 – President Closes the Annual Meeting
Join us for the Annual Meeting: Part Two - Keynote: Rob Kaplan, Vice Chairman of Goldman Sachs immediately following this event. Separate Advanced Registration Required.
Tickets
$0.00 Member Ticket | Advanced Registration Required
Future Meetings
Annual Member Appreciation Networking Social
Tesserae Rooftop Lounge
415 East Paces Ferry Rd NE
Atlanta, GA 30305
Sponsor Webinar Series: Understanding ETFs: Market Overview, Trading Best Practices and The Next Generation of Multi-Share Class ETFs
Webinar details will be included in your registration confirmation
Bourbon Tasting with the Bourbon Whisperer
The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326
Member Community Book Club
SCS Financial
3333 Riverwood Parkway | 1st Floor Conference Room
Atlanta, GA 30339
Annual Holiday Networking Social
Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354
