State of the Society

2024 State of the Society Letter

2023 State of the Society Letter

2022 State of the Society Letter

2021 State of the Society Letter

2020 State of the Society Letter

Financial Reports

2023 Audited Financial Statements

2022 Audited Financial Statements

2021 Audited Financial Statements

2020 Audited Financial Statements

2019 Audited Financial Statements

2018 Audited Financial Statements

2017 Audited Financial Statements

2016 Audited Financial Statements

2015 Audited Financial Statements

2014 Audited Financial Statements

2013 Audited Financial Statements

2012 Audited Financial Statements

2011 Audited Financial Statements

2010 Audited Financial Statements

2009 Audited Financial Statements

2008 Audited Financial Statements

Governance Documents

CFA Society New York BY-LAWS

CFA Society New York Strategic Plan 2025-2028

CFA Society New York Annual Policy Documents

  • Code of Conduct for CFA Society New York Board of Directors
  • Board of Directors Conflict of Interest Statement
  • Board of Directors Openness and Transparent Policy
  • Code of Conduct for CFA Society New York Employees
  • CFA Society New York Employee Conflict of Interest Statement
  • Employee Conflict of Interest Statement
  • Employee Openness and Transparent Policy
  • Confidentiality Agreement for Board of Director and Employees
  • CFA Society New York Whistleblower Policy for Board of Directors and Employees