Women's Investment Network (WIN) monthly happy hours are back - virtually! Please join us on Wed. January 27th at 5 pm ET as we gather online to kick off the…
Introducing an exciting new Member-Organized Event Series featuring informational interviews with various small business entrepreneurs. This first event will feature two start-up companies: ZERV, an online booking platform for businesses in…
The business of financial advice is evolving quickly as commoditized products and portfolios are yielding to increasingly comprehensive planning solutions and beyond. As advisors struggle to define and defend their…
February’s member-organized book club selection is Billion Dollar Loser: The Epic Rise and Spectacular Fall of Adam Neumann and WeWork by Reeves Wiedeman. Thanks to a charismatic leader and a promise to make…
Join fellow candidates for a member-organized CFA Exam Study Group! Esref, the study group coordinator, has prepared a few slides to review & discuss the Level 2 material below. Study…
These are indeed interesting times - a global pandemic, unprecedented monetary and fiscal response, uncertainty at home and abroad and a new administration. Join CFAW as we explore what economic…
In this workshop, we'll discuss CFA Institute's ethical-decision making framework and new real-world scenarios to challenge your ethics. Expand on what you learned in the July workshop, or join us for the very first time. Together, let’s explore “how to do the right thing even if no one is watching." Can ethics be dangerous to your career?…
Come connect and reconnect with fellow WIN members at this month's virtual happy hour where our featured speaker will be Ms. JoJami Tyler, founder and CEO of JoJami.com, a style and…
Clients mentally leave their financial professionals months before their money does. This is how those financial professionals might win them back while they still have time. Losing a top client is never a pleasant experience. Worse still, research shows that 72.2%1 of financial professionals lose one top client per year. This makes everyone have to…
Please join us on Tuesday, March 9, 2021 to gain a better understanding of the potential expected returns, and risks, of investing in the various energy markets. Learn what investors should expect with the recent political changes in the U.S. 2020 was a year that brought extraordinary challenges. The pandemic and subsequent economic crisis caused unprecedented disruption…
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…
Come connect and reconnect with fellow WIN members at this month's virtual happy hour where our featured speaker will be Ms. Diane Fenning, who brings more than 25 years of…
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