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Healthcare Economic Outlook: Impact & Opportunities of the 2020 Election

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U.S. Healthcare equities are consistently one of the most volatile sectors during every Presidential election cycle due to uncertainty about changes in health care policy. This trend is even more pronounced in the 2020 cycle as the healthcare sector now represents the second largest in the S&P500 just behind technology. Further, the current environment has…

Financial Storytelling – Part II

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Financial storytelling is about blending narrative with numbers. It is about equipping participants with the necessary knowledge, skills and confidence, to step out of their comfort zone, and to create compelling arguments which immediately resonate with the audience. This interactive two-session webcast is specifically aimed at professionals who would like to develop their communication skills.…

Financial Storytelling – Part 1

Virtual Virtual

Financial storytelling is about blending narrative with numbers. It is about equipping participants with the necessary knowledge, skills and confidence, to step out of their comfort zone, and to create compelling arguments which immediately resonate with the audience. This interactive two-session webcast is specifically aimed at professionals who would like to develop their communication skills.…

Trivia Game Night Returns

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CFA Society Washington DC virtual trivia night returns again! Join us for the third installment of CFAW trivia – arguably one of the best ways to pass time, have fun, and raise money for a good cause in the age of COVID-19. Can your team conquer our latest champions: Meldrum’s Marauders?  Gather a team of your…

​[SOLD OUT] Priceless: The Language of Value

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Fees are on sale. Should you join the discounters, or should you learn how to better communicate your value? Invesco Global Consulting teamed up with political consultant and word specialist, Maslansky + Partners, for a 6-month study on what investors think. What do they value and how should their financial professionals respond? Do they want…

[Rescheduled] Book Club – October 2020

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The Member-Organized Book Club returns with another thrilling story of financial malfeasance. October's book selection is Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood, and the World by Tom Wright and Bradley Hope. If you thought The Wolf of Wall Street was shocking, just wait until you learn how it was financed.  Please join your fellow CFAW…

Leading Individual & Team Performance

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This interactive webinar is about analyzing and understanding the factors that underpin high performance; the frameworks necessary for building performance at the individual level, and the core elements leaders should pay attention to, when developing team cadence. Aimed at managers and those soon to enter a management position, participants by the end of the webinar…

Future of Asset Management Regulation

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What does the future hold for asset management regulation?  This marquee conference is dedicated to answering that very question.   You are invited to join us for an insider’s view during this half-day virtual conference dedicated to the future of both institutional asset management and wealth management. You’ll hear from a panel of industry insiders who…

FP&A Technical Mastery

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FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy, and industry dynamics. This virtual training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals, covering the following topics: The Power & Art of Business Modeling in FP&A Data Visualization & Storytelling Outputs & Variance Analysis Scenarios & Sensitivities…

​Virtual Chat with Fed Expert: Danielle DiMartino Booth

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Join us on Thursday, October 15 at 4 PM ET for a live webinar discussion with Danielle DiMartino Booth, a global thought leader on monetary policy, economics, and finance. Ms. DiMartino Booth will discuss how she navigated her career path and share insights on the current macroeconomic and investment environment in the U.S. and globally. Among other topics, we will…

The Living Zoom: Maximizing the Strength of Your Connection

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Thriving and surviving in the new era of virtual presenting. Presenting virtually to clients, colleagues and even family members requires adapting and adopting to the new demands of digital meetings. The stakes are high; much of our success depends on our ability to communicate effectively. Yet there’s little guidance today for virtual presenters beyond the technical…

How Has COVID-19 Affected the RIA Industry?

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Amid one of the most abrupt economic, health, and cultural shocks that the world has experienced, no individual or business was spared from the COVID-19 pandemic. During the month of March, Assets Under Management (AUM) fell off with the declines in market values as wealth managers and money managers were forced to seek a new…

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