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VERMONT CFA SOCIETY Newsletter—Summer 2006 THE YEAR AHEAD - Premila Peters, CFA, President (email@example.com) We start the new fiscal year at the Vermont CFA Society with 105 members. As we look ahead, there are several exciting events and challenges facing us. • Our focus this year will be on continuing the tradition of attracting superior speakers/topics that are of interest to our members and improved communication with the members. The survey that was attached to the June ballots and this newsletter are the first steps towards meeting these goals. • With an eye towards increasing convenience and participation, we are currently exploring op- tions that will allow our members to pay for the dinner programs by check or online by credit card (currently, as you know, we only take checks). • We are always in need of volunteers for our various committees. Please email the committee chair (see list below) if you are interested in a particular committee AND help us make 2006- 2007 another successful year for the society. CHANGING OF THE GUARD……... SAVE THE DATE The Vermont CFA Society begins its new fiscal year this month and August 30th: Lunch with with that comes a changing of the guard. John Conlon, CFA leaves the Speaker Frances Rathke, CFO, board and we are indebted to him for his years of service as President Green Mountain Coffee Roasters at The Dwight Asset Management and Programming Chair. Premila Peters, CFA steps in as the new Presi- Conference Room. dent and Steve Dempsey takes on the role of Vice President. Kevin Kuzio, CFA steps down as Programming Chair after multiple years of September 21st: Annual Meet- ing and Dinner at The Burlington great work and is being replaced by Annmarie Deitrich, CFA. Kevin Country Club. will continue on the board. We welcome Todd Wulfson, CFA from Summer Hike: Stay Tuned Rock Point Advisors who joins the Board this year. We welcome ideas on speaker candidates (perhaps a famous economist with a second home in your neighborhood? Or someone who recently published a book?) please contact Annmarie, Programming Chair at firstname.lastname@example.org Survey Results Are In!!!! * 100% of those who responded seemed satisfied with the quality of speakers. * Even split between lunch and dinner preferences * Some of the topics of interest: foreign currency, equity evaluation, alternate investments, portfolio planning, emerging markets, energy/power, VT economy…. Thanks for the responses!!!! We will keep these factors in mind as we plan the year ahead….. ********DEADLINE******** Vermont CFA Society Committees (2006 - 2007) Programming Committee, Chair: Annmarie Deitrich, CFA All Applicants Interested In A (email@example.com) Scholarship For The December 2006 Exam Need To Submit Their Appli- Education Committee, Chair: Steve Dempsey (firstname.lastname@example.org) cations Prior To August 1st. There Are A Number of Scholarships Public Awareness Committee, Chair: Ed McDonough, CFA Available. Each Scholarship is $150. (email@example.com) Membership Committee, Chair: Ron Bidermann, CFA For More Details: (firstname.lastname@example.org) Please Contact Michael Tomas At Finance Committee, Chair: Matt Wilcox email@example.com (Wilcox@kdpyield.com) .
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