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State of the Association

CSMFO's mission is to serve all financial professionals through innovation, collaboration, continuing education and professional development. In order to fulfil its intended purpose, CSMFO must continuously make organizational [...]

October 5th, 2023|Featured Articles, Inside CSMFO|

Board of Director Meeting Recaps (April – August 2023)

BOD Meeting August 2023 The Board of Directors convened an in-person meeting in the City of San Mateo on Wednesday, August 16, 2023. The meeting started with the approval of standard consent items, including the minutes from the June 2023 Board meeting, June and July 2023 financial statements and check runs, and the Executive Committee agenda for the month of July 2023. The consent agenda also included a report on website analytics, the updated Chapter Chair Handbook and a contract associated with the 2024 Annual Conference. The meeting progressed to discussion/action items starting with a follow up item to [...]

October 6th, 2023|Featured Articles, Inside CSMFO|

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