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Dayton CFA Society > Member Survey  

Member Survey

  
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1. How long have you been a member Dayton CFA Society?

 Less than 6 months
 1 (8%) 
 
 1 year to less than 3 years
 4 (33%) 
 
 3 years to less than 5 years
 1 (8%) 
 
 5 years or More
 6 (50%) 
 
Total: 12

2. Why did you become a member? (Select all that apply)

 Interest in Luncheon Speaker Presentations
 2 (17%) 
 
 Networking opportunities
 0 (0%)  
 Interest in member-only events
 0 (0%)  
 Discount for R.I.S.E Forum
 0 (0%)  
 Discounts for CFA exam study materials
 0 (0%)  
 Opportunity for Exam scholarships
 0 (0%)  
 Local Society Submission of Continuing Education Credits
 0 (0%)  
 Use of CFA Career Jobline
 0 (0%)  
 Use of CFA website to access CFA Institute workproducts & Member Directory
 0 (0%)  
 Recognition of new Charterholders
 1 (8%) 
 
 Interest in Luncheon Speaker Presentations; Networking opportunities; Local Society Submission of Continuing Education Credits; Use of CFA Career Jobline; Use of CFA website to access CFA Institute workproducts & Member Directory
 1 (8%) 
 
 Interest in Luncheon Speaker Presentations; Networking opportunities
 2 (17%) 
 
 Interest in Luncheon Speaker Presentations; Networking opportunities; Use of CFA Career Jobline; Recognition of new Charterholders
 1 (8%) 
 
 Interest in Luncheon Speaker Presentations; Networking opportunities; Discount for R.I.S.E Forum; Local Society Submission of Continuing Education Credits
 1 (8%) 
 
 Interest in Luncheon Speaker Presentations; Networking opportunities; Interest in member-only events; Discount for R.I.S.E Forum; Discounts for CFA exam study materials; Local Society Submission of Continuing Education Credits
 1 (8%) 
 
 Interest in Luncheon Speaker Presentations; Interest in member-only events; Use of CFA website to access CFA Institute workproducts & Member Directory
 1 (8%) 
 
 Interest in Luncheon Speaker Presentations; Networking opportunities; Discount for R.I.S.E Forum; Local Society Submission of Continuing Education Credits; Use of CFA Career Jobline; Use of CFA website to access CFA Institute workproducts & Member Directory
 1 (8%) 
 
 Interest in Luncheon Speaker Presentations; Networking opportunities; Interest in member-only events; Discount for R.I.S.E Forum; Use of CFA Career Jobline; Use of CFA website to access CFA Institute workproducts & Member Directory
 1 (8%) 
 
Total: 12

3. What Member Benefits have you used in the past? (Select all that apply)

 Luncheon Speaker Presentation Subjects
 0 (0%)  
 Networking Opportunities
 0 (0%)  
 Interest in Member-Only Events
 0 (0%)  
 Discount for R.I.S.E. Forum
 0 (0%)  
 Discounts for CFA exam study materials
 0 (0%)  
 Opportunity for Exam scholarships
 0 (0%)  
 Local Society Submission of Continuing Education Credits
 0 (0%)  
 Use of CFA Career Jobline
 0 (0%)  
 Access to CFA Institute publications
 0 (0%)  
 Access to CFA Institute webcasts & podcasts
 1 (8%) 
 
 Access to Member Directory
 0 (0%)  
 Special offers on journals & magazines
 0 (0%)  
 Access to CFA Institute Financial NewsBrief
 0 (0%)  
 Luncheon Speaker Presentation Subjects; Networking Opportunities; Discount for R.I.S.E. Forum; Local Society Submission of Continuing Education Credits; Use of CFA Career Jobline; Access to CFA Institute publications
 1 (8%) 
 
 Luncheon Speaker Presentation Subjects; Networking Opportunities; Discount for R.I.S.E. Forum
 2 (17%) 
 
 Luncheon Speaker Presentation Subjects; Networking Opportunities; Access to CFA Institute publications; Access to Member Directory
 1 (8%) 
 
 Luncheon Speaker Presentation Subjects; Networking Opportunities; Discount for R.I.S.E. Forum; Local Society Submission of Continuing Education Credits; Access to CFA Institute publications; Access to CFA Institute webcasts & podcasts; Access to Member Directory
 2 (17%) 
 
 Luncheon Speaker Presentation Subjects; Discount for R.I.S.E. Forum; Local Society Submission of Continuing Education Credits
 1 (8%) 
 
 Luncheon Speaker Presentation Subjects; Use of CFA Career Jobline; Access to CFA Institute publications; Access to CFA Institute Financial NewsBrief
 1 (8%) 
 
 Luncheon Speaker Presentation Subjects; Networking Opportunities; Interest in Member-Only Events; Discount for R.I.S.E. Forum; Local Society Submission of Continuing Education Credits
 1 (8%) 
 
 Luncheon Speaker Presentation Subjects; Networking Opportunities; Discount for R.I.S.E. Forum; Local Society Submission of Continuing Education Credits; Use of CFA Career Jobline; Access to Member Directory
 1 (8%) 
 
 Luncheon Speaker Presentation Subjects; Networking Opportunities; Interest in Member-Only Events; Discount for R.I.S.E. Forum; Discounts for CFA exam study materials
 1 (8%) 
 
Total: 12

4. If there are other features of your membership you would like to comment on, please let us know.

Total: 0

5. If you did not attend all of the events, please indicate your reasons for not attending. Select all that apply:

 Parking/transportation issues
 0 (0%)  
 High luncheon price
 0 (0%)  
 Too far away
 0 (0%)  
 Inconvenient time
 0 (0%)  
 No interest in topic/speaker
 1 (9%) 
 
 Competing commitments
 2 (18%) 
 
 Parking/transportation issues; Too far away; Inconvenient time; Competing commitments
 1 (9%) 
 
 No interest in topic/speaker; Competing commitments
 3 (27%) 
 
 Too far away; Inconvenient time; No interest in topic/speaker; Competing commitments
 1 (9%) 
 
 Parking/transportation issues; Competing commitments
 1 (9%) 
 
 Inconvenient time; No interest in topic/speaker; Competing commitments
 1 (9%) 
 
 Inconvenient time; No interest in topic/speaker
 1 (9%) 
 
Total: 11

6. Are you interested in serving in any of the following board positions?

 President-Elect
 0 (0%)  
 Secretary
 0 (0%)  
 Treasurer
 1 (33%) 
 
 Events Chair
 0 (0%)  
 Programming Committee
 0 (0%)  
 Membership Chair
 0 (0%)  
 Public Awareness Director
 0 (0%)  
 Website Development Director
 0 (0%)  
 Corporate Sponsorships Director
 0 (0%)  
 Any thing
 1 (33%) 
 
 Currently on the Board
 1 (33%) 
 
Total: 3

7. Overall, how satisfied are you with your membership?

 Very satisfied
 4 (36%) 
 
 Somewhat satisfied
 5 (45%) 
 
 Neutral
 0 (0%)  
 Somewhat dissatisfied
 2 (18%) 
 
 Very dissatisfied
 0 (0%)  
Total: 11

8. Have you ever recommended membership to somebody?

 Yes
 8 (73%) 
 
 No
 3 (27%) 
 
Total: 11

9. How likely are you to recommend our membership program?

 Very likely
 5 (42%) 
 
 Somewhat likely
 5 (42%) 
 
 Neutral
 1 (8%) 
 
 Somewhat unlikely
 0 (0%)  
 Very unlikely
 1 (8%) 
 
Total: 12

10. Select all of the events you attended in the past year:

 September – Sarbanes-Oxley Reform, James Allen of CFA Institute
 0 (0%)  
 October – Fundamentally Weighted Stock Investments, Luciano Siracusano of Wisdom Tree
 0 (0%)  
 November – Federal Tax Update, Jeff Woeste of Flagel, Huber & Flagel
 1 (10%) 
 
 December – Patience, Courage & Occam’s Razor, Jim Speece of Speece Thorson Capital
 0 (0%)  
 January – Wisdom of Crowds & Prediction Markets, James Tillar of Tillar-Wenstrup
 0 (0%)  
 February – Annual Investment Roundtable, Martin Schultz of Allegiant Asset Management Co., and James Russell of U.S. Bancorp.
 0 (0%)  
 March - Investment Portfolio: Performance & Strategy, Wright State University Students
 0 (0%)  
 April – Implementation Risks for Non-Traditional Asset Classes, Roxanne Troiano of Vanguard
 0 (0%)  
 May – ‘08 Outlook for Financial Markets & Beyond, Dr. Robert Froehlich of DWS Scudder
 0 (0%)  
 June – CFA Day with Jim Halloran of National City Corporation on International Energy Markets and Barry James, James Investment Research on Asset Allocation
 0 (0%)  
 September – Sarbanes-Oxley Reform, James Allen of CFA Institute; October – Fundamentally Weighted Stock Investments, Luciano Siracusano of Wisdom Tree; November – Federal Tax Update, Jeff Woeste of Flagel, Huber & Flagel; January – Wisdom of Crowds & Prediction Markets, James Tillar of Tillar-Wenstrup; February – Annual Investment Roundtable, Martin Schultz of Allegiant Asset Management Co., and James Russell of U.S. Bancorp.; March - Investment Portfolio: Performance & Strategy, Wright State University Students; April – Implementation Risks for Non-Traditional Asset Classes, Roxanne Troiano of Vanguard; May – ‘08 Outlook for Financial Markets & Beyond, Dr. Robert Froehlich of DWS Scudder; June – CFA Day with Jim Halloran of National City Corporation on International Energy Markets and Barry James, James Investment Research on Asset Allocation
 1 (10%) 
 
 November – Federal Tax Update, Jeff Woeste of Flagel, Huber & Flagel; May – ‘08 Outlook for Financial Markets & Beyond, Dr. Robert Froehlich of DWS Scudder
 1 (10%) 
 
 September – Sarbanes-Oxley Reform, James Allen of CFA Institute; November – Federal Tax Update, Jeff Woeste of Flagel, Huber & Flagel; February – Annual Investment Roundtable, Martin Schultz of Allegiant Asset Management Co., and James Russell of U.S. Bancorp.; April – Implementation Risks for Non-Traditional Asset Classes, Roxanne Troiano of Vanguard; May – ‘08 Outlook for Financial Markets & Beyond, Dr. Robert Froehlich of DWS Scudder; June – CFA Day with Jim Halloran of National City Corporation on International Energy Markets and Barry James, James Investment Research on Asset Allocation
 1 (10%) 
 
 October – Fundamentally Weighted Stock Investments, Luciano Siracusano of Wisdom Tree; January – Wisdom of Crowds & Prediction Markets, James Tillar of Tillar-Wenstrup
 1 (10%) 
 
 October – Fundamentally Weighted Stock Investments, Luciano Siracusano of Wisdom Tree; December – Patience, Courage & Occam’s Razor, Jim Speece of Speece Thorson Capital; January – Wisdom of Crowds & Prediction Markets, James Tillar of Tillar-Wenstrup; February – Annual Investment Roundtable, Martin Schultz of Allegiant Asset Management Co., and James Russell of U.S. Bancorp.; March - Investment Portfolio: Performance & Strategy, Wright State University Students; April – Implementation Risks for Non-Traditional Asset Classes, Roxanne Troiano of Vanguard; May – ‘08 Outlook for Financial Markets & Beyond, Dr. Robert Froehlich of DWS Scudder
 1 (10%) 
 
 October – Fundamentally Weighted Stock Investments, Luciano Siracusano of Wisdom Tree; January – Wisdom of Crowds & Prediction Markets, James Tillar of Tillar-Wenstrup; February – Annual Investment Roundtable, Martin Schultz of Allegiant Asset Management Co., and James Russell of U.S. Bancorp.; April – Implementation Risks for Non-Traditional Asset Classes, Roxanne Troiano of Vanguard; May – ‘08 Outlook for Financial Markets & Beyond, Dr. Robert Froehlich of DWS Scudder; June – CFA Day with Jim Halloran of National City Corporation on International Energy Markets and Barry James, James Investment Research on Asset Allocation
 1 (10%) 
 
 November – Federal Tax Update, Jeff Woeste of Flagel, Huber & Flagel; May – ‘08 Outlook for Financial Markets & Beyond, Dr. Robert Froehlich of DWS Scudder; June – CFA Day with Jim Halloran of National City Corporation on International Energy Markets and Barry James, James Investment Research on Asset Allocation
 1 (10%) 
 
 September – Sarbanes-Oxley Reform, James Allen of CFA Institute; October – Fundamentally Weighted Stock Investments, Luciano Siracusano of Wisdom Tree; November – Federal Tax Update, Jeff Woeste of Flagel, Huber & Flagel; December – Patience, Courage & Occam’s Razor, Jim Speece of Speece Thorson Capital; January – Wisdom of Crowds & Prediction Markets, James Tillar of Tillar-Wenstrup; March - Investment Portfolio: Performance & Strategy, Wright State University Students
 1 (10%) 
 
 October – Fundamentally Weighted Stock Investments, Luciano Siracusano of Wisdom Tree; December – Patience, Courage & Occam’s Razor, Jim Speece of Speece Thorson Capital; February – Annual Investment Roundtable, Martin Schultz of Allegiant Asset Management Co., and James Russell of U.S. Bancorp.; May – ‘08 Outlook for Financial Markets & Beyond, Dr. Robert Froehlich of DWS Scudder
 1 (10%) 
 
Total: 10

11. Select or Insert a Topic you would like to see presented at a luncheon:

 Distressed, Vulture or Fallen Angel investing
 2 (18%) 
 
 Hedging Interest Rate, Credit & Default Risk
 0 (0%)  
 Technical Analysis & Charting
 2 (18%) 
 
 Operations of The Federal Reserve
 1 (9%) 
 
 Emerging Markets
 3 (27%) 
 
 Fannie Mae/Freddie Mac Investor Relations Presentation
 0 (0%)  
 panel discussion on outlook/strategies from local managers; this would be good a couple times per year
 1 (9%) 
 
 Distressed, Vulture or Fallen Angel investing and Technical Analysis & Charting
 1 (9%) 
 
 I would like to see a presentation on how to use options to lower risk and/or increase return in a portfolio (i.e. covered call writing, portfolio insurance, etc.) I fell like many investors and money managers are uncomfortable with these strategies.
 1 (9%) 
 
Total: 11


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