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DTSTART;TZID=America/New_York:20261007T173000
DTEND;TZID=America/New_York:20261007T193000
DTSTAMP:20260915T202456Z
CREATED:20260824T154719Z
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UID:10000839-1791394200-1791401400@cfadc.org
SUMMARY:CFAW Women in Finance Community Launch: Connect. Inspire. Grow.
DESCRIPTION:Join the  CFAW Women in Finance Community for an evening of networking\, conversation\, and career insights with accomplished finance leader Cheryl Mickel\, CFA.  \nAn Evening of Connection and Inspiration  \nThe CFAW Women in Finance Community brings together women across the finance and investment profession to foster meaningful connections\, share experiences\, and support professional growth.  \nWhether you are early in your career\, an established investment professional\, or a leader in the industry\, this evening offers an opportunity to expand your network\, gain perspective\, and connect with an inspiring voice in finance.  \nWednesday\, October 7\n5:30–7:30 p.m.  \nProper 21\n2033 K Street NW\nWashington\, DC 20006 \nFeatured Speaker:\n Cheryl Mickel\, CFA\nAssociate Head\, Fixed Income | T. Rowe Price \n  \nEvening Agenda  \n5:30–6:00 p.m. | Networking \nKick off the evening by connecting with fellow members and guests over hors d’oeuvres and drinks.  \n6:00–6:20 p.m. | Featured Speaker\nHear from Cheryl Mickel\, CFA\, as she shares her professional journey\, career insights\, and experiences as a leader in fixed income.  \n6:20–6:30 p.m. | Audience Q&A\nAsk questions and engage directly with Cheryl during a 10-minute audience Q&A.  \n6:30–7:30 p.m. | Networking\nContinue the conversation and build connections with Cheryl and fellow attendees during an hour of networking.  \n \n            \n         Register NOW \n	\n\nWe look forward to seeing you there. This event is exclusively open to CFAW Women in Finance members.\nA current CFAW membership is required to attend. \nGetting there:  \nMetro Station:  Foggy Bottom- GWU (Orange\, Blue\, Silver Line)\nParking:  2121 K Street NW Garage (Next door to restaurant)  \n 
URL:https://cfadc.org/event/cfaw-women-in-finance-community-launch-connect-inspire-grow/
LOCATION:Proper 21\, 2033 K Street NW\, Washington\, DC\, 20006\, United States
CATEGORIES:Member-Organized,Networking,Women in Finance
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DTSTART;TZID=America/New_York:20261008T170000
DTEND;TZID=America/New_York:20261008T183000
DTSTAMP:20260920T191007Z
CREATED:20260713T154107Z
LAST-MODIFIED:20260920T191007Z
UID:10000837-1791478800-1791484200@cfadc.org
SUMMARY:External Relations Committee Meeting-Fall Recruiting and Sponsorship Drive
DESCRIPTION:Join us for our fall External Relations Committee meeting as we collaborate on strategies to expand CFA Society Washington\, DC’s corporate relationships and sponsorship opportunities. This working session will focus on engaging our membership to help identify new corporate connections\, strengthen existing relationships\, and support sponsorship growth for upcoming programs and initiatives. \nDiscussion Topics\n\nFall recruiting and committee engagement\nMember-driven corporate outreach and introductions\nSponsorship opportunities for 2027 programs and events\nLeveraging member networks to expand corporate partnerships\nAction items and next steps\n\nOctober 8\, 2026\nTime: 5:00 – 6:30 pm\nLocation: WE Work Offices Bethesda\n \n The Wilson\n7272 Wisconsin Avenue\n9th Floor – Room 9C\nBethesda\, MD  \n📩 RSVP: Please reply to info@cfawashington.org
URL:https://cfadc.org/event/external-relations-committee-meeting-fall-recruiting-and-sponsorship-drive/
LOCATION:WeWork The Wilson\, 7272 Wisconsin Avenue\, Room 9E\, Bethesda\, 20814\, United States
CATEGORIES:External Relations,Networking
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261015T173000
DTEND;TZID=America/New_York:20261015T193000
DTSTAMP:20260930T192945Z
CREATED:20260915T151746Z
LAST-MODIFIED:20260930T192945Z
UID:10000841-1792085400-1792092600@cfadc.org
SUMMARY:MOE October Happy Hour
DESCRIPTION:Join Us for Happy Hour! The CFA Society Washington\, DC invites you to join fellow members for an evening of networking and professional engagement at The Smith Penn Quarter. Conveniently located in the heart of downtown Washington\, DC\, The Smith offers a welcoming setting to connect with investment professionals from across the region\, exchange perspectives\, and strengthen relationships within the CFA community. \n📍 Location: The Smith Penn Quarter \n📅 Date: October 15\, 2026 \n⏰ Time: 5:30 – 7:30 PM\nLocated just steps from Metro Center and Gallery Place\, The Smith provides an ideal venue for an informal gathering of CFA Society Washington\, DC members. Whether you are reconnecting with longtime associates or expanding your professional network\, we hope you will join us for an enjoyable evening of conversation and camaraderie. \nTo RSVP or for additional information\, please contact: Dwight McTizic: dwight.mctizic@pnc.com
URL:https://cfadc.org/event/moe-october-happy-hour/
LOCATION:The Smith\, Penn Quarter\, 901 F St NW\, Washington\, DC\, 20004
CATEGORIES:Member-Organized,Networking,Social
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261021T173000
DTEND;TZID=America/New_York:20261022T210000
DTSTAMP:20260312T162750Z
CREATED:20260312T162706Z
LAST-MODIFIED:20260312T162750Z
UID:10000822-1792603800-1792702800@cfadc.org
SUMMARY:Intro to Python for Business and Finance
DESCRIPTION:Overview \n\n2-day course\nPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. Learning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. But do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. This one-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game. This is Cognitir’s standard one-day Intro to Python course (7 hours of instruction) and may be broken up into several days.\n\n\n\n\n\nCourse Offers:\n● A solid Python foundation\n● Hands-on Python programming experience\n● Overview of different development environments\n● Overview of popular Python libraries\n● Course notes\, certificate of completion\, and post-seminar email support for 1 year\n● An engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences\n\n\n\n\nCourse Designed For:\nThis course is relevant for any professionals who want to gain a hands-on introduction to Python. 1/3 Course and Contact Information Level: Beginner Prerequisite: None Duration: 1 day (7 hours) info@cognitir.com +1 908 505 5991 (US) www.cognitir.com\n\n\n\n\n\nCourse Curriculum:\n● Introduction ○ What is Python? ○ Use cases ○ Python vs. other popular languages\n● Python Development Environments ○ Brief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n● Data Structure Fundamentals ○ Numbers ○ Variables ○ Strings ○ Print formatting ○ Lists ○ Tuples ○ Dictionaries ○ Sets ○ Booleans\n● Comparison Operators and Conditionals ○ If\, elif\, and else statements\n● Loops ○ For loops While loops\n● Other Useful Operators ○ Range ○ Zip ○ In ○ Min & max ○ Input\n● Importing Libraries ○ Overview of common libraries\n● Built-in Methods ○ List methods 2/3 ○ String methods ○ Dictionary methods\n● Debugging Code ○ Printing variables ○ Pylint ○ Unittest\n● In-class Project \n● Wrap-Up and Summary Course Content Developer\n\n\n\n\n\nDate: Wednesday\, October 21 & Thursday\, October 22\, 2026\nLocation: Virtual\, Zoom based\nCourse Hours: 5:30 – 9:00 pm EDT\, 2-day course\nEarly Bird Registration & Deadline: Members- $419\, Non-Members – $519 until September 21\, 2026\nRegistration Closes: October 16\, 2026- COB\n\n\n\n\n\nCognitir website\n\n\n\n            \n        REGISTER
URL:https://cfadc.org/event/intro-to-python-for-business-and-finance-4/
CATEGORIES:Training
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DTSTART;TZID=America/New_York:20261028T173000
DTEND;TZID=America/New_York:20261029T210000
DTSTAMP:20260423T144014Z
CREATED:20260312T163042Z
LAST-MODIFIED:20260423T144014Z
UID:10000823-1793208600-1793307600@cfadc.org
SUMMARY:Advanced Python - Intro to Data Science for Business & Finance
DESCRIPTION:Prerequisites:\nBasic Python skills are necessary before beginning this data science course.\n\n\n  \n  \n\n\n\nOverview:\n7 hours of learning\, split into 2 days\nThe amount of data available to organizations and individuals is unprecedented. Financial services sectors\, including securities & investment services and banking\, have the most digital data stored per firm on average. As a result\, financial companies have been on an innovation and technology push to create new\, disruptive technologies that can maximize use of these data assets to solve some of the industry’s toughest problems. This one-day\, hands-on course provides a structured teaching environment where students learn classic data science methods\, which are used as the bases for many financial technologies including Generative AI. At the end of the workshop\, course participants will have applied the Python programming language and essential data science techniques to solve complex finance problems. Specific areas in finance where the data science skills acquired from this course can be effectively applied include: sentiment analysis\, advanced time series analysis\, risk management\, real-time pricing and economic data analysis\, customer segmentation analysis\, and machine learning algorithm creation for financial technologies and Generative AI.\nThis 7- hour course is split into two days.\n\n\n\nCourse Offers:\n● An overview of data science methods relevant to finance and fintech\n● Explanation of the hype around data science\, machine learning & big data\n● Hands-on Python programming experience\n● Understanding of effective data visualization techniques using Python\n● Course notes\, certificate of completion\, and post-seminar email support for 1 year\n● An engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences\n\n\n\nCourse Designed For:\nThis course is relevant for professionals who want to gain a hands-on introduction to essential data science methods that are utilized in finance and fintech.\n\n\n\nCourse Curriculum:\n● Introduction to Data Science for Finance & Fintech ○ What is data science\, why is it relevant to finance & fintech ○ Applications of data science to finance & fintech industries\n● The Data Science Process ○ What does the data science process typically look like within an organization? ○ Overview of the main steps ○ Pitfalls & recommendations\n● Overview of the Most Common Data Science Methods ○ Supervised vs. unsupervised learning\n● Classification in Python for Finance & Fintech ○ When to use classification tasks ○ Overview and implementation of decision tree classification in Python to obtain better customer insights ○ Evaluation of classification tasks using accuracy\, confusion matrices\, expected value\, etc. ○ Visualization classification tasks using profit curves\, ROC curves\, AUC\, etc. ○ Selecting informative attributes via information gain and entropy analyses\n● Clustering in Python for Finance & Fintech ○ When to use clustering tasks ○ Overview and implementation of k-means clustering in Python to understand stock data and optimize portfolios ○ Improving k-means and using similarity for predictive modeling\n● Big Data for Finance ○ What is big data and why is big data relevant to finance & fintech ○ How does big data relate to the concepts taught in this course ○ Overview of most common big data technologies\n● Wrap-Up and Summary\n\n\n\n\nDate: Wednesday\, October 28th & Thursday\, October 29th\nLocation: Virtual\, Zoom based\nCourse Hours: 5:30 – 9:00 pm EDT\, each day\nEarly Bird Registration & Deadline: Members- $419\, Non-Members – $519 until September 29\, 2026\nRegistration Closes: October 24\, 2026- COB\n\n\n\n Cognitir website \n\n            \n        REGISTER
URL:https://cfadc.org/event/advanced-python-intro-to-data-science-for-business-finance-2/
CATEGORIES:Training
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LOCATION:
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261029T163000
DTEND;TZID=America/New_York:20261029T183000
DTSTAMP:20260930T160531Z
CREATED:20260915T133612Z
LAST-MODIFIED:20260930T160531Z
UID:10000840-1793291400-1793298600@cfadc.org
SUMMARY:Wealth Management Asset Allocation Panel: How Leading Advisors and Portfolio Managers Are Positioning Client Portfolios in Today’s Market
DESCRIPTION:How Leading Advisors and Portfolio Managers Are Positioning Client Portfolios in Today’s Market\n  \nInvestors are struggling to keep up with rapid fire market changes\, as the Mag7 becomes the Lag7 and as small cap and international outperform. Outside of public markets\, private equity dry powder is reaching record highs of $2.7 trillion\, but investors worry about private credit redemptions and AI disrupting private software companies. These changes are forcing wealth managers to navigate an allocation landscape that looks very different from the one they’ve grown accustomed to — especially as clients become more tax‑aware and more empowered (thanks to AI) than ever before. \nAgainst this backdrop of elevated geopolitical risk\, multi‑decade currency volatility\, and one of the longest yield‑curve inversions in modern history according to the 2 and 10 year\, the policy outlook adds yet another layer of uncertainty. A new Fed Chair brings the possibility of a shift in tone and framework — and markets are already asking whether the Fed will “Warsh its hands” of a strictly data‑driven approach in favor of something more discretionary. The implications for rates\, liquidity\, and both public and private‑market valuations are hard to ignore. \nJoin the Washington DC CFA Society’s Wealth Management Asset Allocation Panel for a timely discussion on how experienced advisors and portfolio managers are positioning across equities\, fixed income\, alternatives\, cash\, and global markets in an environment where money‑market yields hover near 5% and private‑market opportunities continue to expand. Panelists will also highlight the tax‑aware strategies most relevant to today’s high‑net‑worth clients — from asset location and tax‑loss harvesting to municipal positioning\, withdrawal sequencing\, and managing concentrated stock — all with an eye toward maximizing after‑tax outcomes in a world where clients expect more transparency\, personalization\, and evidence‑based decision‑making than ever. \nModerator: Amy Raskin\, CIO\, Chevy Chase Trust \nPanelists:Jonathan Murrell\, Senior Vice President\, Senior Portfolio Manager\, Bank of America \nScott Puritz\, Managing Director\, Member of Investment Committee\, Rebalance \nMore speaker information to be announced! \nDate: Thursday\, October 29\, 2026 | 4:30 – 6:30 pm \nLocation: Sands Capital\, 1000 Wilson Boulevard\, Suite 3000\, Arlington\, VA 22209 \n  \nPricing:\nMember – Early Bird $60 | Regular $75\nNonmember – Early Bird $110 | Regular $125 \nEarly Bird Deadline: October 15\, 2026 \nLast day for refund minus $15 admin fee – October 22\, 2026 \n  \nMetro Station – Rosslyn (Blue\, Orange\, Silver) \n\n            \n         Register NOW \n	\n\n  \nThank you to our host:
URL:https://cfadc.org/event/wealth-management-asset-allocation-panel-how-leading-advisors-and-portfolio-managers-are-positioning-client-portfolios-in-todays-market/
LOCATION:Sands Capital\, 1000 Wilson Blvd\, Suite 3000\, Arlington\, VA\, 22209\, United States
CATEGORIES:Programs & Education
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