the cfa brief
From the Left - Dan Tortoriello, president, CFA NJ Chapter; Paul
Schuldiner, president, NJ TMA Chapter; Bruce Gibson, president,
RMA Northern NJ Chapter.
The Chapter’s Annual Holiday Party at
the Union League Club in Chicago on
Thursday, December 3.
On Thursday, September 24, the
Chapter held an educational seminar
on Bankruptcy Implications from a
Lender’s Perspective. This event was
the fourth session in the Chapter’s
breakfast seminar series. The education program features an interactive
learning seminar which is ideally
suited for credit and business analysts
as well as loan officers of all levels.
On Thursday, September 24, the New
Jersey Chapters of the CFA, NYIC, RMA,
and TMA held their Seventh Annual
Networking Session at the Maplewood
Country Club in Maplewood, NJ.
The Annual Holiday Party will be held
on Wednesday, December 2, at the
Highlawn Pavilion in West Orange, NJ.
The Chapter held its Annual Trade
Fair and Cocktail Reception at
the Newton Marriott on Thursday,
On October 22, the Chapter partnered
with the New Jersey Chapters of the
SCPA, RMA and TMA at Mayfair Farms in
West Orange, NJ to hear keynote speaker
Steve Adubato, Ph.D.
Join the New York Chapter for its
Annual Holiday Party on Wednesday,
December 9, at the Yale Club in New
The Northern California Chapter held
a Cocktail Networking Reception on
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The IFA is registered with the National Association of State Boards of Accountancy
as a sponsor of continuing professional education on the National Registry of CPE
Sponsors. State boards of accountancy have final authority on the acceptance
of individual courses for CPE credit. Send complaints regarding registered
sponsors to: National Registry of CPE Sponsors, 150 Fourth Avenue North,
Ste. 700, Nashville, TN, 37219-2417 or www.nasba.org
The IFA offers CLE
credits for upcoming
on approved programs and states is
available at firstname.lastname@example.org or contact
the IFA at 805-773-0011 ext 10.
Save the date for the Chapter’s Annual
Holiday Networking Event scheduled
for December 3.
The Chapter held its meeting on
October 15 at the Cleveland Marriott Downtown at KeyCenter. The
speaker, Dr. Ken Mayland, presented
on, “The U.S. Economy is Recovering!
Does this Mean Your Problems are
Over?” Dr. Ken Mayland is a nationally
recognized economist and president
of ClearView Economics, LLC. Dr.
Mayland was previously the chief
economist of two major financial institutions (First Pennsylvania Bank and
KeyCorp). His presentation included
up-to-the-moment forecasts and
analysis on manufacturing, corporate
defaults, interest rates, monetary
& fiscal policy, housing, banking &
finance, raw material demand and