CFA Society of Spokane
October 29, 2008 – Meeting Minutes
Attendees: Dean Kiefer, CFA, Colin Kelly, CFA, Karen Oeser, CFA, Ellen Dolan, CFA
CFO Connect – Oct 30
We are underwriting this event ($1,000). Being put on by Connect Northwest.
We will have a booth there promoting CFA (Dean will be there by 4:30 to set up). It will give us
great exposure to CFOs throughout the region.
New Society Member Service Standards
Discussed the new standards and what it means for us.
We probably don’t have time to submit a budget for this year. We will do the pay as you go
Will be submitting level 2 funding request (Montana initiative). Include WebEx piece. (Ellen)
Going well, we continue to rotate the ads. They seem to be effective, people are talking about
Colin sent out an email soliciting applications from those interested in a scholarship for the
Have gotten 10 applications already.
Will send out another reminder. (Colin)
Will send out an email to the Montana candidates that have recently joined our Society. (Ellen)
Credit card payment on our website
Need status update. (Ellen will call Dominic)
Conduct focus group to determine how we can better serve our new members in Montana.
We have at least 1 member that passed Level III this year. May do an award ceremony in
Dean and possibly Ellen will make a trip to Montana to do focus groups and award ceremony
before the end of the year.
Nov 6 Ron, CFO at Keytronics
Dec Sterling Savings
Forecast Dinner – Possibly the new State Treasurer (depends on who wins), Brian will handle