Upcoming Events

Annual Meeting of Member and Charter Awards Ceremony

CFA Society Philadelphia is bringing members together in a meaningful way by combining the Annual Meeting of Members with the Charter Awards Ceremony into one unified event. This approach is designed to strengthen connections between newly awarded charterholders and current members, creating a shared space to celebrate achievement, exchange ideas, and reinforce the Society’s vibrant professional community. Attendees will experience both the important updates of the Annual Meeting and the inspiring recognition of new charterholders in a single, engaging program. The evening will take place at the Pyramid Club in Philadelphia, an iconic venue perched high above the city with sweeping panoramic views of the skyline. Known for its elegant, glass-wrapped architecture and refined atmosphere, the club provides a striking backdrop for both celebration and connection. Following the formal program, guests are invited to continue the conversation at a networking reception featuring food and drinks—an ideal setting to build relationships, reconnect with peers, and welcome the next generation of CFA charterholders into the community. Registration is free of charge.  This is a members-only event. Click here to register.

Annual Golf Outing

CFAP and Women in Investing Network (WIN) Philadelphia invite you to experience an afternoon of golf and socializing at White Manor, a beautiful private club in Chester County. You have the choice of participating in a nine-hole team scramble format with a 3 p.m. shotgun start. Or you can join a golf clinic to learn some foundational golf skills. You can choose your option when you register.      After golf, we will head to the White Manor clubhouse for appetizers, drinks, dinner and dessert. Price includes golf, 19th hole reception and dinner. There are several sponsorships available for this event. Learn more here . Registration: Individual: $95.00 Foursome: $380.00 Register here

Special Event: Delaware State Treasurer Candidate Debate

Join us for an important and timely discussion featuring the candidates seeking to become Delaware’s next State Treasurer. As Delaware faces growing fiscal challenges—including revenue volatility, rising long-term obligations, infrastructure demands, and increasing pressure to maintain economic competitiveness—this debate will provide valuable insight into how each candidate plans to navigate the state’s financial future. The program will feature candidates for Treasurer: Ted Lauzen, Michael A. Smith. Candidates will discuss key issues including fiscal policy, investment oversight, debt management, economic development, and stewardship of public funds. Wilmington Country Club is known for its distinguished history, exceptional facilities, and championship golf tradition. Conveniently located near I-95 and Route 202, the club offers easy access for attendees traveling from throughout Delaware, southeastern Pennsylvania, and southern New Jersey. Confirmed candidates: Ted Lauzen is a seasoned financial analyst with more than two decades of experience across both the public and private sectors. His background includes investment strategy, fiscal management, and financial oversight. Michael A. Smith is an economist with extensive experience in government finance and public policy. He has been involved in shaping state budget initiatives and brings a data-driven perspective to treasury operations. This event presents a unique opportunity to hear directly from the candidates as they outline their visions for Delaware’s financial future and address the fiscal issues facing the state in the years ahead. Lite bites and refreshments will be served. Dress is business casual attire. Registration: CFAP Members: $15.00 Non-Members: $35.00 Click here to register