3rd Annual ESG Summit
Virtual
CFA Society Washington, DC is proud to announce the 3rd Annual ESG Summit – with a twist! Join us to hear from asset owners, asset managers, thought leaders and researchers charging…
$25.00
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Events
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WIN Virtual Happy Hour – Mentors, Champions, and Sponsors – Oh My…!
VirtualCome 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 career development and management experience. Our topic will be Mentors, Champions and Sponsors and the importance of these three role models within your own personal…
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FP&A Technical Mastery
VirtualFP&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…
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Energy Market Outlook & Investment Trends 2021
VirtualPlease 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…
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The Golden Hour
VirtualClients 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…
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Women’s Investment Network (WIN) Happy Hour – Bring Your Best Zoom Face – Part II
VirtualCome 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 wardrobe consulting company. In another fun and interactive event on how to look your best, JoJami will talk about a number of topics such as…
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Ethical Decision-Making Workshop
VirtualIn 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…
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Economic Outlook 2021
VirtualThese 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 trends might be in store for the US and global economies in 2021 as we try to end the Covid-19 pandemic and get back to…
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CFA Exam Study Group – Level II
VirtualJoin 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 Group Topic #2: Financial Reporting and Analysis Reading 13 - Intercorporate Investments RSVP via email to Esref Mehmet Goksu via email & attend via Google…
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Book Club – February 2021
VirtualFebruary’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 the workplace cool, WeWork attracted billions of dollars in venture capital. Read about the chaotic collapse that followed and join us for a fun, engaging…
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Behavioral Finance 2.0: Money, Happiness, and the Future of Wealth Management
VirtualThe 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 value, the effort to deepen and broaden client relationships implicates the need to transform the core insights of behavioral finance from academic to practical. Well…
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Start-Up Sizzle: Small Business Interview Series
VirtualIntroducing 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 health and wellness space and EdOdyssey, an educational provider of study programs for students in various countries around the world. Join CFAW members on January…
