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FP&A Technical Mastery

Virtual Virtual

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

Virtual Virtual

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

Virtual Virtual

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?

Virtual Virtual

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…

Book Club – September 2020

Join us for the first member-organized Book Club of 2020! The first book selection is Bad Blood: Secrets and Lies in a Silicon Valley Startup by John Carreyrou. The book chronicles the rise and fall of Theranos, a high-flying company whose leaders promised to change the world with revolutionary blood-testing technology. It's a fascinating story…

Potential Market Impact of the 2020 Presidential Election

Virtual Virtual

Join CFAW for this engaging and insightful webcast on the US presidential election and how the results could impact the markets. Kate Fulton, Managing Director, BlackRock, Melissa Kahn, Managing Director, State Street Global Advisers and Kurt Schacht, CFA, Head of Advocacy, CFA Institute will host a panel discussion about what to expect from the next…

$25.00

Annual Members Reception & Mixology Workshop

Virtual Virtual

We’ve added a new twist to CFA Society Washington, DC's ever popular fall kickoff event! This year, instead of serving the finest beer on tap, we’ll be teaching our members how to make delicious craft cocktails from home. Join your friends and colleagues for this year’s Annual Members Reception, featuring our first ever Mixology Workshop!…

U.S. Equities Boom or Bust 2020

Virtual Virtual

Current investment trends in the United States shift almost daily and present contrasting sides of whether U.S. Equities are a bubble ready to implode or are a great buying opportunity that still offer the best long-term Investment available. Dr. David I Kass, Clinical Professor, Department of Finance at the Smith School of Business at the…

$25.00

Why & How of the CFA® Charter

Virtual Virtual

Looking to enter the investment management industry? The CFA® charter helps unlock a full range of job opportunities, strengthens your investment knowledge, and costs less than a semester of some traditional MBA programs. Join Kaplan Schweser and a panel of CFA charterholders as we discuss how to earn the charter, who its best for, and…

Trivia Game Night Rematch

Based on the success of our first trivia night, CFA Society Washington DC is hosting a trivia night rematch! Socialize with peers from across the Washington, DC region in a fun, casual setting and dust off any cobwebs that may be forming while working from home. All while raising money for a good cause! If…

Turn Job Interviews into Offers

Have you ever walked out of an interview thinking it went well, but then you didn’t get the job? Or felt a great conversation come to a halt as soon as you answered their salary question? Perhaps in one interview you felt a bit too nervous, or you simply want to polish up your interviewing…

Free

Private Sector Investment Opportunities in U.S. Public Infrastructure – Post COVID-19

Virtual Virtual

GDP growth depends on infrastructure.  Yet, the U.S. has under invested in our essential public infrastructure for decades – the quality of our infrastructure is rated “D” and the estimated under funding exceeds $150 billion annually.  In the US, local governments shoulder the majority of the burden and infrastructure investment has been crowded out by…

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