Networking & Events

As a member of CFALA , you attend events at a largely discounted rate or for free

Topical Programs 

  • Industry experts provide presentations and talks on a wide variety of investment-related issues at luncheons, dinners, and cocktail events
  • Programs offer insight and unique perspectives into the latest developments in finance
  • An opportunity to interact with industry experts through Q&A sessions
  • Chance to network with other industry professionals through the ample time allotted for attendees to interact amongst each other  

Advisory Councils

  • The following Advisory Councils have been created to allow volunteers to participate in smaller groups that focus on specific areas of interest.
  • Regularly scheduled meetings focus on current events and include keynote speakers
  • Offer workshops, seminars and networking opportunities
  • Alternative Investment 
  • Candidate Engagement
  • Career Development
  • CIO
  • Environmental, Social, and Governance (ESG)
  • FinTech
  • Professional Learning
  • Private Wealth Management
  • Santa Barbara
  • Women's Group


  • The following Commissions are an opportunity for members to get more involved with assisting in the management of the Society and helping to forward its mission, whether it be volunteering for an info session, a few months of planning for the Economic & Investments Forecast Dinner or providing social and networking opportunities year-round.
  • Ambassador
  • Advocacy and Ethics
  • Annual Meeting
  • Audit & Accounting
  • Career Mentor Program
  • CFA Charter Recognition
  • Community Outreach
  • Diversity, Equity, & Inclusion
  • Economic & Investments Forecast Dinner
  • Finance
  • Governance
  • Membership
  • Member & Public Awareness
  • Newsletter
  • Nomination
  • Social and Networking
  • Technology
  • University Relations


  • Provides an open forum in a welcoming, enjoyable atmosphere for members to meet with others within the industry
  • Not only useful for networking, but have produced long-lasting personal connections
  • Certain social events are held annually (e.g., Holiday Social, Summer Social, Golf Tournament, Meeting of the Members, Micro Pop-Up Socials)
  • Events that have not been annual occurrences but will be held again include: Hiking, TopGolf, Wine Tasting, and Poker


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