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Cancellation policy:  48 hours in advance of the program for a no-charge cancellation.

The views expressed by the speakers do not necessarily reflect the views or policies of CFA Society Colorado, its Board of Directors or its members. CFA Society Colorado does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

Annual Meeting

June 20, 2018
12:00 PM - 1:30 PM

Denver Country Club
1700 E. 1st Ave
Denver, CO 80218
Venue website

CFA Society Colorado


To All Regular Members in Good Standing of CFA Society Colorado:

Notice is hereby given that the Annual Meeting of CFA Society Colorado will be held at 12:00 noon on June 20, 2018, at the Denver Country Club, 1700 East First Avenue, Denver, Colorado.

The following matters will be considered and acted upon:

The election of officers and directors to serve a 1-year term beginning July 1, 2018 and ending June 30, 2019 and until successors are elected and qualify.

The transaction of such other business as may come before the meeting.

It is urged that all Regular Members of CFA Society Colorado vote on these matters to meet the minimum quorum requirements.

The Agenda for the Annual Meeting will be as follows:

  1. Proof of Quorum
  2. Reading of the Minutes of the 2017 Annual Meeting
  3. Year in Review
  4. Treasurer's Report
  5. Financial Audit Report
  6. Committee Reports
  7. Elections of Officers and Directors
  8. Member Open Forum
  9. Adjournment

Election of Officers and Directors

The nominees are as follows

President: Daniel Katz, CFA
Vice President: Peter Quinn, CFA
Treasurer: Gordon Douthat, CFA
Secretary: Lisa Snyder, CFA
Advocacy: Jane Sagalovich, CFA
Director 1: Ivan Sichkar, CFA
Director 2: Jordan Kunz, CFA

Click here to view the Proxy. 

Note:  CFA Society Colorado Bylaws permit voting by Regular members only.  This proxy is mailed to all members for informational purposes only.  However, everyone is welcome to attend the Annual Meeting.

No-shows and cancellations within 48 hours of the event will be assessed an additional $35 fee.