An invaluable opportunity to network with the top financial and investment management talent, including CFA Charterholders, CFA Program candidates, and CIPM certificants in the greater Twin Cities metropolitan area.
Featuring career experts from around the country, as well as exhibitors and ample networking opportunities, this full-day conference is sure to provide you with insights and practical ideas no matter where you are on your career path.
More than 100 financial professionals will be in attendance to network, learn career development and management skills, and enhance their understanding of the investment management and financial services industry. The conference will include a full schedule of valuable break-out sessions following two topic tracks, Professional Development and Job-Seeker, as well as an etiquette lunch, style show, and plenty of time to network with colleagues and exhibitors.
This event is a professional development day, not a job fair. Dress for this event in business casual attire, and come ready to learn and network!
March 27th, 2009
The Depot, Minneapolis, MN
EVENT DETAILS
Friday, 27 March 2009
8:00am to 5:00pm
The Depot
225 Third Avenue South
Minneapolis, MN
Event Schedule:
This exciting full-day event will provide a variety of topic opportunities sure to be of interest to both candidates and Charterholders, wherever they are in their career.
|
Time |
Career Development Track |
Blended Track |
Job-Seeker Track |
|
8:00am |
Registration/Breakfast Social |
|
8:30am |
Opening Remarks |
|
9:00am |
Toni Barnum, Stone Murphy -
An Analysis of Your Value |
Networking |
Marshall Brown -
High Level Resumes |
|
10:00am |
Transition/Networking |
|
10:30am |
Cathy Paper, Live Dynamite -
Positive Habits for Positive Momentum |
Teri Gustafson,
Protocol School of Minnesota -Great First Impressions |
Neil Moses-Zirkes,
Black River Asset Management -
Q& A with BlackRiver's Head of HR |
|
11:30am |
Transition/Networking |
|
11:45am |
Dressing for Success - Style Show featuring CFA Board Members! |
|
12:00pm |
Etiquette Lunch/Corporate & Executive Recruiter Panel |
|
1:00pm |
Speed Networking |
|
2:00pm |
Len Kloeber, Author -
Leading in Turbulent Times… |
Networking |
Trish McGovern, Executive Search - Get to Your Value Fast! |
|
3:00pm |
Transition/Networking |
|
3:15-4:00pm |
Jeff Matthews, Author -
Pilgrimage to Warren Buffett’s Omaha… |
Q&A with CFA Board Members |
Bob Cowan, Stone Murphy -
When and How to Utilize Recruiters |
|
4:00pm |
Social Networking/Happy Hour |
*NOTE: This is not a Job Fair. None of the exhibitors or speakers will be accepting resumes at this event.
This full-day event is sure to offer something for everyone. Attendees may come for all or any part of the day, for just the cost of our regular monthly luncheons. We’ve built plenty of time into the schedule between breakout sessions to allow for networking, meeting exhibitors and finding your next session.
Session Details:
Career Development Track
For those seeking to improve and expand their current career skills in the position they have, with an eye toward the future.
An Analysis of Your Value, with Toni Barnum, Stone Murphy
This session will assist in defining your value and options within your current professional role, as well as future value to your employer or other employers.
Positive Habits for Positive Momentum, with Cathy Paper
A positive attitude is one of your most powerful career assets. Attitude is a habit to invest in each day. Learn to evaluate your habits and actions. Create a daily practice to stay on track and make consistent progress to establish and achieve your goals in work and life.
Leading in Turbulent Times: Leadership Principles for Business Leaders, with Col. Leonard Kloeber
Business success today requires strong leaders for challenging times. Now leaders can learn valuable leadership lessons from history. Col. Leonard Kloeber will review seven essential leadership principles that all successful leaders use as described in his upcoming book VICTORY PRINCIPLES: Leadership Lessons from D-Day. Learn how you can put these same principles to work today as a leader in your own organization, your community or in your personal life.
Pilgrimage to Warren Buffet’s Omaha: A Hedge Fund Manager’s Dispatches from Inside the Berkshire Hathaway Annual Meeting, with Jeff Mathews
Based on two visits to the famous “Woodstock for Capitalists”—the Berkshire annual meeting—as well as visits to Berkshire-owned Nebraska Furniture Mart and conversations with Berkshire executives, Jeff provides a front-row view of how the 78-year old Buffett and his partner, Charlie Munger, have managed to grow Berkshire in 42 out of the last 43 years. In plain, straightforward language, Jeff will address the following topics:
• What is Warren Buffett’s key personality trait that makes him so successful?
• What caused Buffett to declare financial derivatives “ticking time bombs” five years before the rest of the world became aware of their dangers?
• How has Buffett prepared Berkshire Hathaway for today’s financial crisis?
• What hidden weaknesses might lurk within Berkshire Hathaway after 43 years of Buffett’s management?
• What role has Charlie Munger—“The Abominable No-Man”—played in Berkshire’s success?
• Most importantly, will Berkshire survive without Warren Buffett?
Blended Track
For those seeking both career and professional development.
Open Forum Networking, with Exhibitors and Sponsors
Use this time to meet and speak with exhibitors, as well as get to know your fellow attendees. CFA Institute and CFA Minnesota staff will be available.
Create a Great First Impression, with Teri Gustafson
You have five seconds to make a first impression – plan to make it favorable. The execution of five simple steps: a confident greeting, polite eye contact, a proper handshake, correctly introducing yourself and others and making appropriate small talk makes a powerful statement about your personal skill and professional ability. Learn to interact comfortably and confidently as you represent your company and yourself in social business situations.
· Learn and practice the one proper handshake.
· Find out the five words in a flawless introduction.
· Review points of professional business attire.
· Discover simple steps to easing into an existing conversation.
· Learn techniques to gracefully move from one group to another.
Q & A with CFA Minnesota Board Members
A select number of our CFA Minnesota Board Members will be available to talk individually or in a group setting about involvement with the society, and answer other questions.
Job-Seeker Track
For those currently seeking to improve their job-search success.
*NOTE: This is not a Job Fair. None of the exhibitors or speakers will be accepting resumes at this event.
Three Resume Audiences. One Formatting Solution, with Jared Redick
San Francisco-based resume writer and job search coach, Jared Redick (www.TheResumeStudio.com), explains your resume’s three primary audiences – gatekeepers, recruiters, and subject matter experts – and shares how to meet their unique needs in one strategic document.
Q&A with Recruiters from Black River Asset Management, with Neil Moses-Zirkes
This is your chance to get the inside scoop about what recruiters look for and what the hiring process is like from experienced leaders in the field. Resumes: Format or Content? Education: School or Experience? How to grab attention in the five seconds your resume is looked at. Unscripted, this session will be driven by audience questions and is sure to be valuable for anyone looking to be hired in this market.
Get to your Value, FAST!, with Trish McGovern
What makes you a professional? What is your unique blend? What does your work history reveal about you? In what environments do you thrive? Revisit and clarify your strengths and bring them to market. Learn how to identify your value and market your job search!
When and How to Utilize Recruiters, with Bob Cowan
This session will define the types of recruitment firms (contingency vs. retained firms), job boards, and the role each type of recruiter or search consultant plays. It will provide guidelines of how to work with the various types of firms and what to expect.
Speakers:
Our Expert Presenters and panelists include:
|
|
Toni Barnum, Partner
Stone Murphy |
|
Toni Barnum joined Stone Murphy in 1983, and is the Managing Partner of the firm. She is also in charge of the firm’s Financial Services practice. Toni is recognized as an expert in recruitment within the financial services industry. Clients served are investment management firms, investment banks, private equity firms, hedge funds and real estate funds, insurance and trust companies, and banking institutions headquartered in the Midwest . Toni has conducted national searches in portfolio management, investment research, trading, corporate finance, marketing and sales for fixed income, equity and alternative asset classes. Prior to Stone Murphy, Toni began her career at KPMG Peat Marwick in their Audit Practice, and then worked as Manager of Corporate Human Resource Information Systems for General Mills. She graduated from Northern Michigan University with a Bachelor of Science in Business Administration. |
|
|
Bob Cowan, Vice President Financial Services
Stone Murphy |
|
Bob Cowan, has more than 14 years of experience in retained executive search. He is responsible for managing local and national assignments for clients in the Financial Services industry. Client engagements have been with large, prestigious asset management firms, as well as boutique and fast growing private investment funds, and range from Senior Analyst to Portfolio Manager in fixed income, equity and alternative asset classes such as distressed debt, real estate and private equity. Bob also recruits professionals in marketing, business development, compliance, legal and operations. |
|
|
Teri Gustafson, Director
Protocol School of Minnesota |
|
Teri Gustafson is the founder and Director of the Protocol School of Minnesota. After 15 years doing human resource work in two Fortune 100 companies, local government and academia, she was certified as an etiquette consultant and opened the Protocol School in 1999. She works with executives, management candidates, employee groups, professional and social organizations and student groups; preparing people to interact confidently in all social business situations. |
|
|
Col. Leonard Kloeber, Jr., Author
|
|
Col. Leonard Kloeber Jr., author of VICTORY PRINCIPLES: Leadership Lessons from D-Day, graduated from the US Military Academy at West Point and the US Army General Staff Officer Course. Len has extensive hands-on experience as a leader in both the military and business organizations, which he uses to help people and organizations maximize their potential and performance. His business experience includes leadership positions in broad range of private and public organizations. He has led and managed start-up businesses and also held leadership positions with large public companies. He has more than 20 years of front-line management experience in operations and business development, and more recently, nine years experience as senior human resources executive for a Fortune 100 multi-national company. |
|
|
Jeff Mathews, Author
http://jeffmatthewsisnotmakingthisup.blogspot.com/ |
|
Jeff Matthews has nearly 30 years experience on Wall Street, and has run his own hedge fund for 15 years. He started as an energy analyst at Merrill Lynch in 1979, moved into the consumer and technology fields as an analyst at several large investment firms, and founded his own hedge fund, Ram Partners LP, in 1994. His financial blog, JeffMatthewsIsNotMakingThisUp, was recommended by Barron’s in 2006 and has been featured in the Wall Street Journal’s Market Beat. His first book, “Pilgrimage to Warren Buffett’s Omaha,” was just published by McGraw-Hill. |
|
|
Trisha McGovern, President
McGovern Executive Search |
|
Trisha McGovern, president of McGovern Executive Search, acquires key talent for organizations looking for excellence and expertise. Over a 20-year career, she has worked in business strategy, leadership development and human capital programs for more than 100 national and international corporations. Trisha excels at diagnosing and filling gaps in executive teams. Her expertise extends to many industries, including financial services, legal, medical manufacturing, retail, marketing and media. |
|
|
Neil Moses-Zirkes, Global Head of Human Resources
Black River Asset Management |
|
Neil joined Black River in March 2006 as Managing Director for Human Resources. During his 15 year career in HR, Neil has served in a variety of roles including Senior Generalist, HR Manager, Recruiting Manager and HR Systems Manager. Prior to coming to Black River, he spent nine years at Wells Fargo in the HR Group, supporting Wells’ Information Technology Organization. He has also spent time in human resources departments at Wilson’s Leather, Best Buy and American Express Financial Advisors. Neil received a dual-degree BA/BS in Organizational Behavior and Psychology from the Wharton School and the University of Pennsylvania, graduating Summa Cum Laude. In addition, he holds a Masters in Industrial Relations from the University of Minnesota. |
|
|
Cathy Paper, Co-Founder
Live Dynamite |
|
Live Dynamite is a training and development company based in Minnesota. Cathy Paper, co-founder, has a magnetic pull that draws everyone in. She is part psychiatrist, part comedian. She cares deeply, thinks quickly, and responds sincerely. She’s the perfect balance of contemplation and action. She helps you remove barriers so you can move faster. Her competitive spirit and sense of humor keeps everyone around her energized. Over the past 17 years, Paper, as everyone calls her, has learned to motivate and inspire action through her work at Fallon McElligott advertising agency, Best Buy and a Masters in Organizational Development at St. Thomas and her B.A. from Williams College. |
|
|
Jared Redick, Owner/Writer
www.TheResumeStudio.com |
|
Expert resume writer, Jared Redick, works with clients to discover the intersection between their background, interests, audience expectations, and career goals. His strategic “purpose, content, design” approach helps people transform rusty resumes into barrier breaking documents. |