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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!

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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!

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 - 1:00 PM
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Webinar details will be included in your registration confirmation

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Special Thanks To Our Sponsor


Please join us for a presentation from Timothy Gilligan, CFA with T. Rowe Price Investment Services alongside Brandon Clark with Federated Hermes.
 
The presentation will cover the following topics:
• 2026 ETF Industry Overview
• ETF Basics and Evolution
• ETF Mechanics and Trading Best Practices
• The Present and Future State of Multi-share class ETFs.
 
Brandon Clark is responsible for the overall development of the Federated Hermes ETF business. He has worked on launching ETFs around the world for the past 15 years and has more than 25 years of investment experience.
 
Prior to his current position, Brandon was a managing director and product manager focusing on ETF management for new ventures at Legg Mason. He worked on product development and investment management processes for managing ETFs and created one of the first semi-transparent ETF structures.
 
Before joining Legg Mason, Brandon spent nearly eight years in ETF product management for The Vanguard Group. He was head of ETF Capital Markets, covering the US, Canada and Latin America. Brandon worked with exchanges and other trading venues to enhance the liquidity of Vanguard ETFs and educate institutional clients, RIAs, financial advisors and other financial professionals on asset allocation strategies and the trading of ETFs. He also developed business and investment tools for Vanguard’s advisor and institutional websites. Prior to Vanguard, he worked at PNC Bank in Pittsburgh.  Brandon earned a bachelor’s degree in Economics from the University of Pittsburgh.
 
Timothly Gilligan, CFA is a senior ETF sales specialist in the Global Distribution organization. He is a vice president of T. Rowe Price Investment Services, Inc.
 
Tim’s investment experience began in 1999, and he has been with T. Rowe Price since 2022, beginning in U.S. Intermediaries in the Global Distribution organization. Prior to this, Tim was employed by Legg Mason in the area of exchange-traded fund (ETF) distribution. He also was employed by Vanguard, focused on ETF and mutual fund distribution.
 
Tim earned an M.B.A. from Drexel University and a B.A. in political science from West Chester University. Tim also has earned the Chartered Financial Analyst® designation. He is a veteran of the U.S. Navy Reserves. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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Tickets

$0.00 Member Ticket | Advanced Registration Required

$15.00 Guest Ticket | Advanced Registration Required

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

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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!

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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!

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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!

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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!

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