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 WIM

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What?
CFA Societies, FPA Chapters and industry groups around the world have joined efforts to further our shared vision of inclusion and diversity in capitalism. This collaboration was created to demonstrate the commitment of the global finance community to inclusion and diversity, and to support the advancement and development of female leaders of all backgrounds.

This is a global grassroots campaign:
  • To empower female professionals across all facets of the finance industry
  • To establish a broad-based community and share resources to promote our shared vision
  •  To create demand for diversity

Why?
We believe that inclusion and diversity will allow our industry to achieve better investment outcomes-- but more importantly, we believe that it will better serve our diverse society. 

The inclusion conversation has never been more urgent, and the reality remains that there are few female and diverse professionals in senior leadership roles. As a result, these professionals often lack the natural mentorship and sponsorship that tends to take place at the middle and senior levels, necessitating that they work harder to establish their own support network. Our global collaboration intends to fulfill that need. 

Women, as the minority in the finance industry globally, are the universal diversifier.

By utilizing virtual programming and our global network, our community facilitates a geography-agnostic exchange of ideas, resources and best practices to amplify and enhance the diversity dialogue, wherever it is taking place. 

We aid each of our members in their personal career journey, through professional development and networking opportunities. In time, we hope that our efforts will both inspire and expand the female and diverse talent pipeline into the investment industry, as well as support their success. 

Together, alongside our like-minded supporting organizations, our collaboration demonstrates the commitment of the global finance industry to inclusion and diversity, while providing high-caliber programming, cross-regional networking and professional development opportunities for our shared membership around the world.

Our collaboration:

  • Creates a unique WIM Original program series that provides exceptional professional development guidance and showcases talented, diverse female leaders
  • Co-markets high quality I&D programming created by our participating societies to bring added visibility to the featured speakers and the societies who host them
  • Showcases and amplifies across our global platform the I&D efforts of our participating societies, to aid their success and build momentum for those initiatives at the local, regional and global level 
  • Offers valuable networking opportunities for our global base of finance professionals of all backgrounds
  • Provides young professionals of all backgrounds access to critical mentorship and career guidance through internship opportunities and mentor programs 
  • Supports the development, hiring and advancement of the diverse talent pipeline

Who?
Our grassroots campaign has captured hearts and minds across the global finance network, and leaders around the world have dedicated their talents, time and endless passion to our shared vision. Our global collaboration comprises of organizations across the the US, Canada, Caribbean, EMEA and Latin America.

Together, we aim to enhance and amplify the I&D efforts of our respective societies at the local level, while sharing resources and information to build a truly global community around this important dialogue. Participating CFA Societies and FPA Chapters alongside Collaborative WIM believe that we can achieve more by working in conjunction, rather than in isolation.

Contact us at Team@CollaborativeWIM.com

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Suggestions
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  • Digital Content created by your Society/Chapter that showcases talented, accomplished female leaders in the finance industry
  • Resources to support the advancement and development of female investment professionals
  • Relevant industry news related to Diversity & Inclusion

 Upcoming Events

January 19, 2022

On the Same Page: CWIM Quarterly Book Club
The Psychology of Money by Morgan Housel

Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people.

Money―investing, personal finance, and business decisions―is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together.

In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life’s most important topics.

4:00 - 5:15pm ET


January 26, 2022

Join us on Wednesday, January 26th for CFA Society San Francisco’s LIVE Fireside Chat with Rock the Street, Wall Street. Engage in a thought-provoking conversation with RTSWS Founder and CEO, Maura Cunningham and RTSWS BOD member, Reginald G. Sanders, CFA, CAIA, Director of Investments at W.K. Kellogg Foundation, where they will discuss Why We Lose Girls in Math in the U.S. at Age Nine and The Demand for Greater Cognitive Diversity in the Financial Industry. You don't want to miss it!

2:00 pm PT

Register Now!


January 27, 2022

Join FPA MI: HELP! I'm out of Control Before my First Cup of Coffee 
Managing your day…we all seek to do that at work and at home but it gets away from us the minute we get out of bed in the morning. The truth is, as women, we are our own worst enemy when it comes to living our lives. You sabotage your ability to be productive by running through life, never taking time to figure out how you’d like to LIVE your life. You have the tools to succeed but because life moves so fast, you don’t have time to employ them properly or even at all. This session will have you “pause” long enough to discover the right steps to take to get out of your own way and live the life you always dreamed of…AND enjoying that first cup of coffee!

Some possible outcomes for the session include but are not limited to:

  • Discovering Needs and Values
  • Creating your ideal week
  • Resetting expectations
  • Setting boundaries
  • Planning your day
  • Prioritizing your tasks
  • Dealing with interruptions
  • Avoiding procrastination
  • Taking control of your email
  • Saying NO with grace

11:00 pm to 12:30 pm ET | VIRTUAL
*Cost:  $15/FPA  MI Members and $40/Non-FPA  MI Members 
*The first 15 FPA Members who register will receive a "complimentary" copy of Patty's book entitled "But I Might Need it Someday".

Register Now!