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2019 Economic Update by the San Francisco CFO Leadership Council

The CFO Leadership Council

2019 Economic Update by the San Francisco CFO...

Ticket Information

Ticket Type Price Fee Quantity
Member Free $0.00
Non Member $60.00 $0.00
CFOLC Guest Free $0.00

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Event Details

2019 Economic Update

presented by
The San Francisco CFO Leadership Council Chapter
Thursday, February 7 
5 PM to 5:30 PM Networking | 5:30 PM to 6:30 PM Program
Goodwin Procter, 3 Embarcadero Center, 27th Floor, San Francisco, CA 

Program Description 

Today’s CFOs face a dynamic, evolving and challenging economic environment.  What does 2019 have in store for you? Join us!

Learning Objectives:

  • Gain a CFO-tailored economic forecast for 2019
  • Get insights on the third year of the Trump administration 
  • Glean knowledge on the projected 2019 slowdown
  • Take advantage of global emerging opportunities for growth while avoiding unnecessary risk

Speaker: Jonathan Kozy, Sr. Vice President and Sr. Macro Strategy Analyst for the Chief Investment Office within Global Wealth & Investment Management, a division of Bank of America

Jonathan Kozy is a Senior Vice President and Senior Macro Strategy Analyst for the Chief Investment Office (CIO) within Global Wealth & Investment Management (GWIM), a division of Bank of America Corporation. In this role, he is responsible for the analysis of global economic trends, market research and financial developments in support of economic forecasts, strategic and tactical asset allocation decisions. He is a major contributor to the thought leadership on economic market developments and forecasts across Merrill Lynch Wealth Management and U.S. Trust, Bank of America Private Wealth Management and is an active member of the GWIM Investment Strategy Committee. He received his B.A. in economics from Colgate University and his M.B.A. with a specialization in economics from the Leonard N. Stern School of Business at New York University. He is a member of various professional associations including the National Association for Business Economics. He also serves on the Board of Directors at the Madison, New Jersey Area YMCA.

CPE Information

  • Program level: Advanced
  • Field of Study: Economics
  • Recommended CPE: 1.5 CPE
  • Program Prerequisites: None
  • Advanced Preparation: None
  • Delivery Method: Live/Group 

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:


Cancellation Policy

If you would like to cancel your ticket or request a refund, please contact Refunds are available up to 48 hours prior to the program.

More Information

For more information about this program or The CFO Leadership Council, please contact Yuliya Popova, NoCal Marketing Director, at


All current CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $60.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) cannot attend this event. The CFO Leadership Council reserves the right to decline any registration.

Interested in membership?
 Click here to attend our meeting and all of our educational programs for the 2019 season for free.

We Empower CFOs.

The CFO Leadership Council (CFOLC) is a professional association dedicated to empowering senior financial executives to realize success in their careers, as well as for the people and companies they lead.

Our members realize this success through the collaborative and energetic community we foster, which helps them build a professional network of their peers, as well as involves them in engaging discussions, both in-person and online, that deliver pragmatic and tangible business insights on business and leadership issues.

Our San Francisco chapter is one of 23 chapters across North America - Join us today to be a part of the discussion!

 We Offer 

  • Concise, targeted programs created by and for CFOs
  • Continual focus on evolving trends with informative updates provided in our programming
  • Dedicated attention to honing the leadership skills needed for senior financial executives to thrive
  • A high-quality network of senior financial executives, both in-person and online
  • Restricted, exclusive events for senior decision makers
  • An environment that promotes collaboration within a diverse group of successful professionals

Who Can Join?
CFOs, Senior Vice Presidents and Vice Presidents of Finance, Controllers, Directors of Finance and other senior financial executives are encouraged to join. 

Not sure if you're eligible? Please contact, our Marketing Director, Yuliya Popova at

Ready To Get Started?

Don’t wait – join your peers and get your San Francisco Chapter membership today!

Click here to begin!

Have questions about 2019 Economic Update by the San Francisco CFO Leadership Council? Contact The CFO Leadership Council

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Goodwin Procter
3 Embarcadero Center
27th Floor
San Francisco, CA 94111


The CFO Leadership Council

The CFO Leadership Council is a community of senior financial executives dedicated to developing strong leadership at all professional levels, from Controller to CFO.

Our community is a nationwide group of knowledge seekers from all industries who come together to help solve each other’s challenges and celebrate successes.


Learn more at

  Contact the Organizer

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