CFA Society of Washington, D.C.

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MEMBERS ONLY

Letter from Daryl Dennis, President, CFAW

July 2008

Dear Fellow CFA Society of Washington Member,

I would like to welcome you to a new year as a member of CFAW. In addition, I thank those of you who expressed confidence in me to be the next President of CFAW. We just finished fiscal year 2007-2008 and are actively planning for fiscal year 2008-2009. We have a very capable group of officers and board members who I am confident will provide you with meaningful events throughout the coming year.

The officers and board members have adopted three key themes as we planned for the upcoming fiscal year:

1. Improve upon last year
2. Improve our outreach in the community
3. Give back to our membership

In order to achieve these goals, the officers and board members have already held a strategic planning session and are actively preparing for the upcoming year. It is our goal to provide the membership with a robust line-up of programs, networking and educational opportunities.

As you know, all officers and board members are volunteers and we pay an association management company to provide us with operational and administrative support. I make this point to illustrate the need for members to volunteer for at least one of the committees that support our efforts. Our Society is only as strong as its membership, and we need members to volunteer in support of our goal of providing meaningful events. We will have our Kick-Off Event (details are forthcoming) in September and I would encourage everyone to speak with Committee Chairs and volunteer for a committee that interests you at the Kick-Off Event.

During the upcoming year our Society will make a concerted effort to increase awareness of the CFA Charter and the CFA Brand. This will be accomplished primarily through our outreach efforts with local employers and universities. But as chaterholders, we all bear some responsibility to help the public know that the CFA designation is the gold standard for investment professionals.

Finally, I would like to thank the outgoing officers and board members who worked very hard to help our Society realize the successes it has achieved over the past fiscal year, especially our outgoing President—Ellen Safir, CFA.

I am looking forward to an exciting year and hope to see you at upcoming events.

Best regards,

Daryl

Press Release

This section has been established to inform the membership about local Society news.

June 15, 2008

Dear CFA Society of Washington, DC Member:

The Board of Directors is pleased to announce that Daryl C. Dennis, CFA has been elected President of the Society and that the following individuals also have been elected as Officers and Directors (with a majority of votes cast as indicated) to serve during the 2008– 2009 fiscal year (July 1 – June 30), as follows: More details...

August 27 2008
6:00 PM - 8:00 PM
Event: Happy Hour
Location: Restaurant Three ~ 2950 Clarendon Blvd. ~ Arlington, VA 22201 (Clarendon Metro)

Directions to Restaurant Three

Member Cost: Free (cash bar)
Non-Member Cost: Free (cash bar)

Pre-Registration is required to attend this event. To register, please call Kristen at 888- 718-3893, or send an email to RSVP to: events@cfawashington.org

The Networking Committee invites you to join us for appetizers (on us) and drinks (on you) at Restaurant Three in Arlington. Don't miss this chance to catch up with friends and meet fellow members in a fun and relaxed setting. Enjoy happy hour discounts on draft beer, signature cocktails, and featured wines.

RSVP: Please help us make sure there's plenty of food and space by letting us know if you plan to make it. Hope to see you there!

September 10 2008
6:00 PM - 8:00 PM
Event: Kick Off Reception - Co-Hosted by The World Bank -
Location: The World Bank - Location: 12th Floor Gallery - World Bank Main Complex 1818 H Street, NW (Farragut West/Farragut North Metro) - Washington, DC

Member Cost: Free
Non-Member Cost: $50

Members, please email the Society at events@cfawashington.org or call 888-718-3893 and ask to speak with Kristen if you would like to sign up.

Pre-Registration is required to attend this event. I.D. must be shown at the entrance to the World Bank.

Non-Members Only: Register and Pay for this event through our secure site.

Save The Date, September 10, 2008 to join your fellow Society members at our Annual Kick Off Reception.

CFA Society of Washington is back from summer vacation and happy to announce our first social/networking event of the new season. Come on over to The World Bank after work to mingle, sip and nibble with fellow members and friends. Find out about upcoming programs and how to get involved.

RSVP required by noon on Thursday, September 4. Please bring a photo ID and use the main entrance to the MC-Building on 1818 H Street.