Annual Member Meeting

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Cancellation Policy:  All cancellations must be received 48 hours prior to the event, otherwise you will receive a 'no-show/late cancellation' invoice of $35 per person.  To cancel your reservations, please contact  Please be sure to specify the program you would like to cancel.

Venue-Country Club Rules:  Business attire is required at all times.  Wearing denim and all cell phone usage is prohibited at the clubs.


About the event


CFA Society Colorado



To All Regular Members in Good Standing of CFA Society Colorado:

Notice is hereby given that the Annual Meeting of CFA Society Colorado will be held at 12:00 noon on June 14, 2017, at the Denver Country Club, 1700 East First Avenue, Denver, Colorado.

The following matters will be considered and acted upon:

The election of officers and directors to serve a 1-year term beginning July 1, 2017 and ending June 30, 2018 and until successors are elected and qualify.

The transaction of such other business as may come before the meeting.

It is urged that all Regular Members of CFA Society Colorado vote on these matters to meet the minimum quorum requirements.

The Agenda for the Annual Meeting will be as follows:


  1. Proof of Quorum
  2. Reading of the Minutes of the 2016 Annual Meeting
  3. Year in Review
  4. Treasurer's Report
  5. Financial Audit Report
  6. Committee Reports
  7. Elections of Officers and Directors
  8. Member Open Forum
  9. Adjournment

Election of Officers and Directors

The nominees are as follows

President and Director - Dan Katz, CFA
Vice President - Peter Quinn, CFA
Treasurer - Phil Eichhorn, CFA
Secretary and Director - Ed Durica, CFA
Advocacy and Director - Marshall Essig, CFA
Director - Ivan Sichkar, CFA
Director - Jordan Kunz, CFA

 Note:  CFA Society Colorado Bylaws permit voting by Regular members only.  This proxy is mailed to Affiliate Members for informational purposes only.  However, everyone is welcome to attend the Annual Meeting.

When & Where
Jun 14
14th June 2017
12:00 PM - 01:30 PM