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CFA WASHINGTON
The CFA Society uses the Lattice Group Web Portal to maintain their website's content, post latest news items, upcoming events and study sessions. Members can register and pay for upcoming events, receiving a discounted rate through a special Members Only login.


Office Manager
Office Manager allows your company to maintain a list of past and present projects. Administrative controls allow you to assign these projects to various employees. Assign a specific employee, or several employees, daily, weekly, or even monthly tasks with priority, due date, and descriptions. View a list of your current or archived tasks sorted by different criteria such as priority, status of the task, employee name and project name. Add notes to each task and link associated documents as well. Newly modified tasks appear in bold to keep you informed of updated assignments.

  • Create new projects and tasks and assign them to employees
  • View all of the past and current projects and tasks
  • Add notes and link documents to tasks