Operational Groups

Advocacy and Ethics
Scott Laudeman, CFA

  • Advocate for the investment industry and for the CFA credential to investors, regulators and the media.
  • Promote the highest ethical behavior among investment professionals
  • Support fair and transparent financial markets and practices and protect the interests of investors. 
  • Curate and provide content from a variety of sources that can help members elevate their standards of ethical practice.  Advocacy & Ethics Reading Resource List

Annual Meeting
Daniel M. Wong

  • Researches venue locations to hold the Annual CFALA Meeting of the Members
  • The Chair presents to the Board the location findings for consideration that are within budget
  • Once a location is approved, the committee works within the budget to arrange dinner details which may include, but are not limited to, menu selection, entertainment, floral arrangements and dinner favors
  • Participation in this committee begins approximately January of each year and ends at the close of the Annual meeting around July

CFA Charter Recognition
Monica Erickson, CFA

  • Makes arrangements and plans publicity for the CFA Recognition Charter Dinner
  • Research venue locations
  • The Chair works with the administrative staff to select a location
  • Once a location is reserved, the committee then works within the budget to arrange the luncheon details which may include, but are not limited to, letters of invitation, menu selection, floral arrangements, Charterholder gifts, media announcements, and the receipt, wrapping and presentation of the Charters
  • Participation begins approximately August of each year and ends at the close of the Charter Luncheon, which takes place approximately November

CFA Review Program
Larry Harris, Ph.D., CFA
William L. Krantz, CFA

  • Administers a CFA® Review Course for each level of the CFA Study and Examination Program
  • The course is administered in partnership with the University of Southern California, Marshall School of Business (USC)
  • Co-Directors review financials for the program, update the CFALA board, negotiate agreements, hire instructors, conduct approximately 4 orientations for new candidates, represent the program at the CFALA Career Expo, liaison with CFA Institute and approve all collateral material
  • Committee members serve as coordinators at each level and administer the mentor program
  • Lead Coordinators at each level set the class schedule, confirming an instructor and a coordinator for each class
  • Coordinators represent the program at each class, at orientations, and at the Mentor Meet and Greet
  • Runs from January through May for the June CFA Exam, and from August through November for the December CFA Exam
  • Participation is heaviest when the review course is in session, but planning and preparation is year-round

Career Development 
Susan Drozdowski

  • Manages the job opportunities and listings that are posted on the CFALA website and coordinates the Annual Career Development Expo each spring
  • Organize topical meetings on career programs throughout the year
  • Organize Career Chat Series
  • On-site participation at the Annual Career Expo may be required
  • Primary months of planning for the Expo occurs from January to mid-April
  • Participation is year-round

Economic & Investments Forecast Dinner
Tyler Furek, CFA 

  • Organizes and schedules the annual Economic and Investments Forecast Dinner
  • Committee duties include soliciting speakers, procuring sponsors, proofing the program and arranging publicity and press releases
  • Participation begins in August and normally ends in January after the Forecast Dinner

Education
Rama Malladi, CFA

  • Develops continuing education programs, including seminars, Boot Camps, annual Fixed Income series, annual Alternative Investments series and other educational investment courses of interest to CFALA members
  • Serves as a liaison with local colleges and universities in sponsoring student participation in the Society’s programs
  • Education Chair approves all CFALA events for CFA Institute’s Professional Development Program (PD credits)
  • Participation is ongoing and may require members to be onsite at some classes to welcome students and introduce instructors

University Relations
Zack Ellison, CFA

  • Coordinates the Annual CFA Institute Research Challenge in Los Angeles comprised  of university teams of three to five students who are mentored by industry professionals in writing an equity research report on a publicly traded company
  • Build partnerships between universities, the financial industry, and CFA Society Los Angeles.
  • Help students gain an understanding of the CFA Program and CFA Society Los Angeles resources.

Membership
Henray Cohen, CFA

  • Performs a monthly review of membership applications and provides a report to the Board of Governors of the new member applicants and changes in the status of current members
  • Should be available to speak with CFALA’s Committees applicants that may require special consideration prior to submitting their application to CFA Institute and answer general questions regarding membership in the Society
  • Propose membership recruiting and retention programs and monitor membership trends
  • Participation requires monthly review of pending applications; most applications are submitted during the months of August – December
  • Responsibilities are ongoing and the position is for renewable terms of one year.

Member & Public Awareness
David Garza, CFA

  • Responsible for the continued communication of Society happenings and events to the members and the general public via CFALA's E-Newsletter, press releases and social media
  • Members may be asked to be available and commit more time to promote the Society’s larger events which occur quarterly, such as the Economic Forecast Dinner, CFA Charter Recognition Luncheon, the Annual Meeting of the Members and CFALA/CCEE Capital Markets Contest
  • Excellent writing skills are necessary and media experience is a plus
  • Participation is year round and for renewable terms of one year
 

Social Events
Mike Treidl, CFA

  • Plans periodic social activities for members and their guests
  • Researches venues for events to which members may attend in a friendly social environment
  • Responsible for providing recommendations to the Executive Director and submitting a budget for review
  • Arrange the logistics and publicity for the event
  • Participation is ongoing and may require several hours of planning time per event
  • On-site participation may be required

Technology
Alfredo Gomez, CFA

  • Participates in periodic reviews of the member communication, website functions and new technologies
  • Make recommendations to the Board and will submit an annual budget proposal for changes and upgrades
  • Participation in the committee is ongoing 
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