Past Events

Date/Time Event
07/09/2019
6:00 pm - 8:00 pm
Summer Social Mixer
San Francisco Italian Athletic Club, San Francisco CA
07/09/2019
4:00 pm - 6:00 pm
Turning Questions on Politics into Productive Investment Dialogues
San Francisco Italian Athletic Club, San Francisco CA

Speakers(s): Ben Phillips, CFA, Chief Investment Officer, EventShares
Details/Register 

05/14/2019
6:00 pm - 8:00 pm
Sponsor Networking Mixer
San Francisco Italian Athletic Club, San Francisco CA

Details/Register

05/14/2019
4:00 pm - 6:00 pm
Inside The Mind of An Insurance Underwriter: Helping Clients Navigate California's Current Underwriting Trends
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s):Kyle Cliff, Vice President, HUB International Insurance Services Inc.; Michelle Ortiz-Day, Business Development Manager, Chubb Personal Risk Services; James Pozzi, CFA, AVP, Regional Underwriting Manager, PURE Insurance

Details/Register

04/24/2019
6:30 pm - 8:30 pm
San Francisco Mini Financial Planning Day
Ortega Branch Library, San Francisco CA

Visit www.bafpd.org for more information

 

04/24/2019
6:00 pm - 7:30 pm
FPA NexGen Welcomes Morgan Housel, The Psychology of Risk
Golden Gate University, San Francisco CA

Details/Register

04/17/2019
4:00 pm - 6:00 pm
Beyond the Obvious: Center of Influence Networking
Larkspur Landing, Larkspur CA

Details/Register

03/12/2019
9:00 am - 2:00 pm
Equity Compensation Planning: From Start-up to Liquidity
The City Club, San Francisco CA

Speaker(s): Alison Wright, Partner, Hanson Bridgett; Landon Loveall, CFP®, KB Advisors; Meredith Johnson, CPA/CFP®, Tax Director, BPM
Details/Register

03/08/2019
12:00 pm - 3:30 pm
BAFEF - Empowering Women for the Future
The Federal Reserve Bank of SF, San Francisco CA

Download flier here
Details/Register

02/12/2019
8:00 am - 10:00 am
Tax Planning for Small Business Owners: Doing a Deep Dive into Section 199A
Golden Gate University, San Francisco CA

Speaker(s): Susan Jordan, CPA, CFP®, Partner, Mowat Mackie & Anderson
Details/Register

01/08/2019
11:30 am - 1:30 pm
Global Market Outlook with T. Rowe Price's Asset Allocation Group, the Team Responsible for Managing Approximately 300B of the Firm's Multi-Asset Strategies
The City Club, San Francisco CA

Speaker(s): Darrell Riley, Vice President of T. Rowe Price Group, Inc., Member of the Asset Allocation Group
THE CITY CLUB registration
WEBINAR registration

12/11/2018
5:30 pm - 7:30 pm
Holiday Reception (Immediately following the chapter meeting)
The City Club, San Francisco CA

No RSVP Required

12/11/2018
4:00 pm - 5:30 pm
Integrating Millennials and Career Changers Into Your Practice
The City Club, San Francisco CA

Panelists: Daniel Lee, CFA, CFP®, Portfolio Manager, B|O|S, LLC; Bryan Hasling, CFP®, EA, Senior Financial Planner, JW Harrison; Lauren Stansell, CFP®, Yeske Buie; Sabrina Lowell, CFP®, CPCC, Partner, Private Ocean; Brett Gookin, Director, Wealth Management, Principal, Aspiriant
Details/Register

 

11/14/2018
5:00 pm - 8:00 pm
CalCPA - Fall ABC Mixer
Google Community Center, San Francisco CA

Details/Register

11/13/2018
5:00 pm - 7:00 pm
FWSF - Disruptive Technologies in the Financial Services Industry
KPMG, San Francisco CA

PANEL:
JESS CHENG, Counsel, International Monetary Fund (formerly Deputy General Counsel, Ripple)
ALAINA GIMBERT, Senior Vice President and Associate General Counsel, The Clearing House
MARINA GRACIAS, General Counsel and Corporate Secretary, Varo Money
SHAFI YUSUF, Head of Enterprise PI Management, Enterprise Reengineering & Robotics,
Senior Vice President, Bank of the West

Moderated by:
MAUREEN A. YOUNG, Senior Regulatory Counsel, Senior Vice President, Bank of the West
Details/Register

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