Personal Safety and Security

CFA Society Boston works diligently to provide a safe and secure environment at its meetings and events by working with venue staff to make sure meeting participants are safe. We ask that all attendees report any questionable or concerning activity to CFA Society Boston staff so that they can take immediate action. No concern is too small, if you see something, say something. If it is an emergency or if you need immediate assistance, you should ask any CFA Society Boston staff member or the on-site security personnel to help you.

Unacceptable Behavior

• Harassment, intimidation, or discrimination in any form.
• Physical or verbal abuse of any attendee, speaker, volunteer, exhibitor, CFA Society Boston staff member, service provider, or other meeting guest.
• Examples of unacceptable behavior include, but are not limited to, verbal comments related to gender, sexual orientation, disability, physical appearance, body size, race, religion, national origin, inappropriate use of nudity and/or sexual images in public spaces or in presentations, or threatening or stalking any attendee, speaker, volunteer, exhibitor, CFA Society Boston staff member, service provider, or other meeting guest.
• Disruption of presentations online or in-person at sessions, in the exhibit hall, or at other events organized by CFA Society Boston at the meeting venue, hotels, CFA Society Boston offices, or other CFA Society Boston-contracted facilities. All participants must comply with the instructions of the moderator and any CFA Society Boston event staff.
• The recording or transmission of any education sessions, presentations, demos, videos, or content in any format is strictly prohibited.
• Presentations, postings, and messages should not contain promotional materials, special offers, job offers, product announcements, or solicitation for services. CFA Society Boston reserves the right to remove such messages and potentially ban sources of those solicitations.
• Any direct selling of products/services offered by speakers, industry partners, or consultants in any public area of the virtual platform or in-person, is strongly discouraged. CFA Society Boston reserves the right to remove such messages. Many of the engagement conversations are based around knowledge and expertise and are not categorized as a direct sales pitch. 
• Participants should not copy or take screen shots of Q&A or any chat room activity that takes place in the virtual space.

Responsible Drinking

At most CFA Society Boston networking events both alcoholic and non-alcoholic beverages are served. CFA Society Boston expects participants at our events to drink responsibly. CFA Society Boston and Meeting host event staff have the right to deny service to participants for any reason, and may require a participant to leave the event.

Privacy Policy

Your data privacy and security are important to us. When you register for an event, CFA Society Boston will process your data in accordance with our legitimate interests for hosting an industry event and for being a community-based organization. Please review our complete privacy policy for details.

Zero-Tolerance

CFA Society Boston has zero-tolerance for any form of discrimination or harassment, including but not limited to sexual harassment by participants or our staff at our meetings. If you experience harassment or hear of any incidents of unacceptable behavior, CFA Society Boston asks that you inform Jeanne Wolf, CFA Society Boston, CEO, [email protected], 617-542-6113, so that we can take the appropriate action.

CFA Society Boston reserves the right to take any action deemed necessary and appropriate, including immediate removal from the meeting without warning or refund, in response to any incident of unacceptable behavior, and CFA Society Boston reserves the right to prohibit attendance at any future meeting.