Core Philosophy

“I feel CFA needs to be managed as a business with a close eye on revenue streams to keep us healthy and growing.”


Sunday, April 4, 2010

As a candidate for CFA Treasurer, I offer an extensive set of credentials and experience. More importantly, I offer a financial voice on CFA’s board – a voice of reason when making decisions about potential revenue and potential program cutbacks.

My core philosophy is to manage CFA as a business and steer the organization toward building revenues. I believe it’s a good idea to get the best bang for the buck, but that it is critical to get the buck. The health of an organization cannot be sustained by only reducing programs and expenses. The future of CFA must depend on growing revenue.

I’ve already started. By spending just two days per month as CFA accountant, I have been able to provide easy-to-understand financial reports with commentary. Just ask board members about the reports they have been receiving.

Before deciding to declare for CFA Treasurer, I thought long and hard about the positions of CFA Treasurer and Accountant. I conferred with CFA attorneys and was told there are no legal restrictions to hold both offices. I discussed this with the CFA auditors and they felt it was a great synergy that was good for an organization like CFA. I looked back in history and Jean Rose was both the Executive Director of CFA and the Treasurer. I feel that, in this transition period, being both CFA Treasurer and Accountant is a benefit to CFA, and I promise full transparency.

It’s extremely important that members of CFA clubs make their decisions on whom to support based on credentials and their ability to serve CFA.

I welcome your comments and questions
716/992-9243 or gradowskich@cs.com