Momentum Association Management Partners with CFA Society Washington, DC

This partnership will help CFAW build on its success and advance its vision for the next chapter, with the strategic support and capacity to grow.

Madison, WI — October 23, 2026 — Momentum Association Management announced today that it has been selected as the management partner for the CFA Society Washington, DC (CFAW).

CFAW is the leading association for investment professionals in the National Capital region. Our partnership will allow them to expand their reach, engage more members, and better meet their mission.

“CFAW is thrilled to partner with Momentum to advance its mission, properties, and goals. Momentum’s vision uniquely aligns with CFAW’s and we look forward to working together to create meaningful impact, expand opportunities, and build lasting value for the communities we serve,” said Velma Hart, Interim CEO.

“CFA Society Washington, DC has built an exceptional community of investment professionals over more than seven decades, and we’re honored they’ve chosen Momentum as their partner for this next chapter,” said Joe Sapp, President and Co-Founder of Momentum Association Management. “Our team is ready to bring strategic insight, operational expertise, and capacity to help CFAW’s leadership advance its vision, grow its membership and deliver even more value across the National Capital region.”

CFAW joins Momentum’s fast-growing portfolio of trade associations, professional societies, and mission-driven nonprofits across a range of industries.

About the CFA Society Washington, DC

The CFA Society Washington, DC was founded in 1953 and now consists of over 2,100 financial professionals in a variety of positions including portfolio managers, analysts, trust officers, and consultants, as well as pension, endowment and foundation fund executives. Their mission is to advance members’ professional success and facilitate a vibrant, engaged community. Learn more at www.cfadc.org.

About Momentum Association Management

Momentum Association Management is an association management company headquartered in Madison, Wisconsin, with offices in Coeur d’Alene, ID and Arlington, VA. Co-founded by Joe Sapp and Matt Ott, Momentum provides full-service management, strategic consulting, and customized operational support to trade and professional associations of all sizes across a range of industries. Learn more at www.momentumamc.com.

Media Contact

Joe Sapp, CAE, Momentum Association Management — joe@momentumamc.com

###