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4/20/2021 7:00 PM4/20/2021 8:30 PM

Join Level 2 CFA Program 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 reading material below.

Study Group Topic #3: 
Financial Reporting and Analysis
Reading 16 - Analysis of Financial Institutions

RSVP to Esref Mehmet Goksu & attend via Google Meeting!
  
4/22/2021 4:30 PM4/22/2021 5:30 PM
Cryptocurrency - Old Website.png

Tech wreck or Table Stakes? 
The Current State of Cryptocurrencies

Thursday, April 22 | 4:30 PM – 5:30 PM ET

Is it a currency? Is it a commodity? Does it contain an embedded store of value? Who is really controlling it? There are many questions floating around about cryptocurrencies like Bitcoin, Ethereum and Litecoin as well as the platforms where they trade. As the public has experienced FOMO (fear of missing out) from observing the 602,500% increase in Bitcoin’s value over the 13 years it has existed, questions of efficacy have made it out of hacker chat rooms and into your mother’s kitchen. Come hear a balanced perspective from two speakers on the potential benefits and risks of cryptocurrencies. We hope you walk away with both a deeper institutional understanding of “crypto” that can be applied to your practice and a stock of retail soundbytes to satiate even the least sophisticated investors in your circle. 

We look forward to seeing you there!

Learning Objectives:
  1. Learn about the potential risks of crypto currency from a former miner of it.
  2. Learn about the potential benefits of crypto currency from an industry leader and proponent.
  3. Walk away with a better understanding of both perspectives and how to think about what is most appropriate for your investment strategy and clients.
Who Should Attend:
  • Chief Investment Officer, Portfolio Manager, Research Analyst, Wealth Manager
Speakers:
alex-pickard.jpg
Vice President, Research,
Research Affiliates

Alex Pickard is responsible for conducting research and writing to support Research Affiliates’ publications. Since joining the firm, he has contributed a number of research insights on market impact trading costs, mutual fund expected returns, and factor timing. Additionally, Alex has assisted with the development and implementation of the firm’s systematic trading strategies.

Alex received a BS in mechanical engineering from the University of Texas, Austin, and a Master of Financial Engineering from the UCLA Anderson School of Management. He holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County.

Chief Executive Officer and Chief Investment Officer, Morgan Creek Capital 
Management Managing Partner, Morgan Creek Digital Assets 
 
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non‐discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill.  Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. 

Moderator:
Josh Olds, CFA.jpg
Partner, New Potomac Partners, LLC

Mr. Olds has over fifteen years of experience in the investment industry and over twenty years of experience in the financial services industry. He was previously a portfolio manager at Johnston Lemon Asset Management. Mr. Olds is a graduate of the University of Pennsylvania with a Bachelor of Arts in economics and a minor in mathematics. He is a Chartered Financial Analyst and a member of the CFA Society of Washington, D.C. Mr. Olds was born and raised in Portland, Oregon, but has resided in the Washington D.C. metro area since 2005.

Qualifications: I hr Professional Learning | CFA Institute Competency Framework Skill = Industry Awareness  + Risk Management

Supported by the CFAW RIA Subcommittee
  
4/27/2021 5:30 PM4/27/2021 6:00 PM
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[MOE] Investment Selection Contest Kick-Off
Tuesday, April 27 | 5:30 - 6 PM ET

Join CFAW's Member Engagement Committee for a brief, informal virtual kick-off event discussing the recently launched 4th Annual Investment Selection Contest! Learn how to sign up for the contest, create an alias to disguise your portfolio selections, and begin investing! 

We want to see how you can grow $1,000,000 seed money by 12/31/21!

RSVP to info@cfawashington.org with "Investment Selection Contest Kick-Off RSVP" in the subject line.
  
4/30/2021 9:00 AM4/30/2021 5:00 PM

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​Private Equity Deal Process Boot Camp
Friday, April 30 | 9 AM - 5 PM ET

This is a Virtual Instructor - Led Training (VILT)

Led by experienced PE practitioners, this seminar teaches trainees how to construct a full-blown LBO model and demystifies the Private Equity deal process.

What You'll Learn:

The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions and provides insight into the private equity deal process and the day-to-day responsibilities of a PE professional.

This boot camp is NOT AN ACADEMIC EXERCISE: It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. This is the same intensive training used to prepare new hires at some of the largest PE firms in the world.

Who Should Attend:

  • Private equity, asset management and hedge fund associates
  • Investment banking analysts and associates
  • Corporate finance and business development professionals
  • MBA students and business undergraduates
  • Anyone seeking to improve their LBO modeling skill set

Prerequisites

This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. In addition, it is strongly recommended that attendees complete the Financial Statement Modeling online course that comes with enrollment ahead of the seminar.

What's Included?

Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

What to Have:  Laptop, Notepad, and Calculator.

This Virtual Course is Instructed by our training partner, Wall Street Prep.
  
5/6/2021 2:00 PM5/6/2021 3:00 PM

Active Passive Option 1 - For Old Website.png

​Active and Passive Interplay and Outlook
Thursday, May 6 | 2:00 - 3:00 PM ET

A basic premise of active management is that with enough skill, it’s possible to outperform the market consistently. Historical data, however, do not support this view, and the index fund industry has grown and prospered as a result. This program will discuss some of the reasons why active management has been historically difficult and offer perspective on recent performance trends. Even investors who would never think of buying an index fund can still profit by understanding index dynamics.

Join CFAW and S&P Dow Jones Indices’ Craig Lazzara for a deep dive into the history of the active-passive debate, the scorecard for 2020, and what index analysis can teach us about active management.

Learning Objectives:

  • Understand the history of the active vs. passive debate and how performance played out during a volatile 2020.
  • Explore how factors like professionalization, cost and return skewness influence active vs. passive performance.
  • Understand the role style bias can play in explaining active and passive performance. 
  • Who Should Attend?
  • Institutional investors, financial advisors, and anyone directly involved in the investment decision-making process.
Speaker:

Craig Larazza CFA.png
Managing Director and Global Head of Index Investment Strategy,
S&P Dow Jones Indices

Craig Lazzara is Managing Director and Global Head of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary across the S&P DJI product set, with particular focus on the active-passive debate, factor indices, and index dynamics. Craig previously served as product manager for S&P DJI’s U.S. equity and real estate indices. These include the S&P 500® and the S&P CoreLogic Case-Shiller Home Price Indices, two of the most widely tracked benchmarks in the world.
 
Prior to joining S&P Indices in 2009, Craig was a managing director of Abacus Analytics, a quantitative consulting firm serving the brokerage and investment management communities. He previously directed marketing and client service for ETF Advisors and Salomon Smith Barney’s Global Equity Index Group, as well as for the Equity Portfolio Analysis group at Salomon Brothers. Earlier, Craig served as chief investment officer of Centurion Capital Management and Vantage Global Advisors, as a managing director of TSA Capital Management, and as a vice president and portfolio manager for Mellon Bank and T. Rowe Price Associates.
 
A Chartered Financial Analyst, Craig is a graduate of Princeton University and Harvard Business School.
SandP Dow Jows Indices.jpg

This event is presented in partnership with S&P Global  

Qualifications: I hr Professional Learning | CFA Institute Competency Framework Skill = Portfolio Construction + Investment Strategy and Process + Instruments and Products 
  
5/11/2021 3:00 PM5/11/2021 5:00 PM
Emotional Intelligence Workshop.png
Emotional Intelligence Workshop
Three-Part Series:

May 11, 2021 | 3:00 - 5:00PM ET
May 25, 2025 | 4:00 - 5:00PM ET
June 8 | 4:00 - 5:00PM ET

What makes someone great at their job? Having knowledge, smarts, and vision, to be sure. But what really distinguishes successful leaders is emotional intelligence. According to the Harvard Business Review, emotional intelligence is the deciding factor responsible for moving people up the ladder when IQ and technical skills among candidates are tied – about 90% of the time.

Demonstrating proficiency in emotional intelligence is a critical skill required across all roles in the investment industry. You need to be resilient, understand how you react and respond in different situations, and have the competence to guide clients and stakeholders to make important and strategic decisions. The good news is that unlike IQ, emotional intelligence can be cultivated through awareness and practice.

CFAW has partnered with MOR Associates to offer a hands-on, interactive program led by a team of leadership coaches. The program starts with a two-hour competency building workshop. Then, two weeks later (May 25), a facilitated deeper dive with leadership coaches in a group setting. The training concludes with a 1-hour workshop on June 8th.

The emphasis of this engagement is toward the application of related practices, learning by doing, moving these behaviors so that they become habit. At the end of the program, participants will gather together for a final group wrap-up session, as well as a final leadership assessment to document your newly developed skills!

What This Course Includes:
  1. Customized self-assessment focused on the core components of emotional intelligence to help inform awareness around strengths and areas of opportunity prior to this developmental engagement.
  2. 2-hour competency building interactive workshop (May 11) – why it matters and how you can introduce helpful practices immediately and throughout your career.
  3. 1-hour team workshop with leadership coaches (May 25). Participants will take a deeper dive into emotional intelligence development areas in a collaborative environment and put their learnings into practice.
  4. One (1) Hour Wrap-up Session (June 8). Discuss what was learned and how to sustain these practices.
  5. Follow-Up Assessment – Participants will be given the chance to assess perceived progress by administering a brief follow up assessment.

Learning Objectives:

  • Awareness – You will leave with an understanding of Emotional Intelligence, how it is beneficial when working with people, and insight into your own level of emotional intelligence.
  • Practical Application – We will provide tools and strategies to immediately put into practice during the program. We provide the time and support to practice the skill. What you actually do is the best tool for learning and what will make the biggest difference.
  • Network – We will aid in strengthening relationships amongst participants by learning from each other, and creating a shared experience that will build community and increase your network moving forward.

Who Should Attend:
This course serves all levels, anyone who wants to maximize their performance by increasing emotion management and self-understanding through emotional intelligence training.

Speakers:

Program Leader, Leadership Coach, MOR Associates, Inc.

Susan Washburn.png
Program Leader, Leadership Coach, MOR Associates, Inc.

About MOR Associates:
Since 1983 MOR (Maximizing Organizational Resources) has supported, advised, coached and inspired leaders as they develop strategies designed to enhance individual and organizational success. MOR focuses on helping leaders position their organization and their people to deliver increasing value in the future.

Qualifications:
  • CFA Institute PL Credit Hours: 4 Credits.
  • CFA Institute Competency Framework Skills:  Emotional Intelligence + Career Management
  
5/12/2021 9:00 AM5/14/2021 5:00 PM
​Introduction to Project Finance Boot Camp
Intro to Project Finance.jpg
Wednesday, May 12 – Friday, May 14|
9:00 AM - 5:00 PM

Course Goals and Overview:

Project Finance Modeling requires complexity not seen in typical corporate finance models. This course breaks down everything needed to build and interpret project finance models for a transaction. Learn project finance financial statement modeling, debt sizing mechanics, running upside & downside cases, and more.

Day 1: Project Finance Principles; Modeling Best Practices

You will learn the principles for project finance and the key drivers for structuring transactions in order to maximize the benefits for debt lenders, equity investors and public agencies. Our instructors will walk you though project finance modeling best practices and how to set up your model to maximize efficiency. Students will begin the process of building a project finance model.

Day 2: Building the Project Finance Model

Trainees continue the project finance model building process with a focus on building operational calculations and financing structure calculations involving multiple tranches of debt and equity. These calculations will take into consideration accounting principles by providing students with hands on experience in building 3-statement accounting sheets to track project performance.

Day 3: Project Finance Model Completion

Trainees complete the project finance model and build model outputs to analyze the impact of various scenarios to key project metrics (ie: debt service coverage ratio, equity IRR, Project WACC) and financial statements. This day will allow for students to take a step back and understand the implications of various project assumptions to project performance.

What's Included?
Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

What You'll Need: Laptop, Notepad, and Calculator

This Virtual Course is Instructed by our training partner, Wall Street Prep.

  
5/12/2021 5:30 PM5/12/2021 6:30 PM

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​Start-Up Sizzle #2: Small Business Interview Series
Wednesday, May 12 | 5:30 - 6:30 PM ET

Introducing an exciting new Member-Organized Event Series featuring informational interviews with various small business entrepreneurs. This second installation will feature two start-up entrepreneurs: Jeff Mullen, Founder of Driver One Inc., and Andrew Cross, Co-Founder of HotBox Pools.


Jeff will discuss technology needs behind building an app or website for a small business and Andrew will discuss the sports’ betting industry in general. 

Join CFAW members on May 12, 2021 to learn more about these companies’ business strategies, challenges overcome, and lessons learned.
 
*This is a member-organized event designed for informational purposes only and does not constitute an official endorsement of the invited companies by the Society.

RSVP to Brendan Hughes & attend via Google Meet!
  
5/18/2021 4:00 PM5/18/2021 5:00 PM
Cannabis Marketing Photo - For Old Website.jpg

​Cannabis Industry Update: 
Weeding Through the Insights and Opportunities
Tuesday, May 18 | 4:00 PM - 5:00 PM ET

Some are comparing the legalization of cannabis to the end of Prohibition and there is no shortage of large and small green entrepreneurs racing to claim their stake in what Grand View Research estimates to be a $66 billion industry by the year 2025. However, are the people, the local, state and federal governments and financial markets ready for this billion-dollar green economy?

We invite you to join us as Kristoffer Inton, Director of Basic Materials Equity Research at Morningstar moderates a discussion with Daniel Stipano, Partner, Davis Polk & Wardwell Financial Institutions Group, Lauren Kohr, SVP Chief Risk Officer, Old Dominion National Bank and Jaret Seiberg Washington Research Group, Financial Services, Cowen Investment Management as they discuss the future of the cannabis market. We’ll review various state, federal and non-US cannabis laws, current and upcoming legislation reform efforts, potential regulatory and enforcement risks and investment opportunities and risks.

Topics to be discussed:

  • Reviewing various state, federal and non-US cannabis laws – where are we and where are we going?
  • Learn how marijuana proceeds move via alternative payment systems through financial institutions. Which aspects of Banking and/or FinTech can/will participate?
  • Current and upcoming legislation reform efforts, recent industry guidance, and what may change under the new administration.
  • Potential regulatory and enforcement risks associated with offering financial services to cannabis-related businesses (CRBs), and best practices for mitigating those risks.
  • Navigating the regulatory complexities for the cannabis industry.
  • How to recognize investment opportunities and risks.
  • What are the return expectations over the next 5 years?
Speakers:
Lauren A. Kohr.png
VP, Senior Vice President, Chief Risk Officer, 
Old Dominion National Bank

Ms. Kohr’ s background includes more than fourteen years of experience in the financial sector with significant experience in BSA/AML and OFAC compliance. Currently, Ms. Kohr serves as the Senior Vice President, Chief Risk Officer and BSA Officer at Old Dominion National Bank (ODNB) in Tysons Corner, VA where she is responsible for Old Dominion’s enterprise risk management program, including leading the bank’s AML/BSA and OFAC program. Prior to her role at ODNB, Ms. Kohr served as a Senior Manager over AML/BSA governance and policy at Pentagon Federal Credit Union (PenFed) in Alexandria, VA. At PenFed, Ms. Kohr was responsible for several aspects of the BSA Compliance program including risk assessments, policy/procedures, AML/BSA governance, quality assurance, merger and acquisition due diligence, and overall operational compliance. Prior to PenFed, she was the VP/Director of AML/BSA/OFAC at Metro Bank in Harrisburg, PA. During this time, she was responsible for developing, implementing and overseeing all aspects of the Bank Secrecy Act Compliance Program, including USA Patriot Act, Anti-Money Laundering, and OFAC regulations. Ms. Kohr is continuously recognized as a technical expert on the Bank Secrecy Act and a complex financial crimes subject matter expert with particular strengths in BSA/AML compliance and program management, governance, process improvement/ implementation and quality assurance/audit reviews.

Jaret_Seiberg.jpg
Jaret Seiberg
Managing Director, Washington Research Group, Financial Services, 
Cowen Investment Management

Jaret Seiberg is the financial services and housing policy analyst for Cowen Washington Research Group, which has been routinely recognized by Institutional Investor among the top macro policy teams. Before joining Cowen in August 2016, he served in similar roles at Guggenheim Securities, MF Global, Concept Capital and Stanford Financial Group. He began following financial policy in the early 1990s as a journalist covering efforts in Congress to complete the last of the laws from the savings and loan crisis. He tracked the merger wave of the 1990s and Glass-Steagall repeal in 1999 as the deputy Washington bureau chief for American Banker and as the Washington bureau chief for The Daily Deal. His bailiwick at Cowen includes issues related to commercial banks, housing, payments, investment banking, M&A, taxes, the CFPB, crypto currency, cannabis and Capitol Hill. Mr. Seiberg has a BA from The American University and an MBA from the University of Maryland at College Park. He speaks regularly at industry events, is often quoted in the media, and appears on CNBC and Bloomberg TV.

Daniel Stipano.jpg
Partner, 
Davis Polk & Wardwell Financial Institutions Group

Mr. Stipano is a partner in Davis Polk's Financial Institutions Group, based in the Washington DC office. His practice includes representing clients in state, federal and foreign banking enforcement actions, and providing assistance in establishing, maintaining and monitoring Bank Secrecy Act and anti-money laundering compliance programs.

Mr. Stipano’s extensive bank regulatory and enforcement experience includes more than 30 years at the Office of the Comptroller of the Currency (OCC). As Deputy Chief Counsel from 2000 to 2016, he oversaw the OCC’s major enforcement actions up until the time of his departure. He also played a key role in significant BSA/AML rulemakings and policy issuances following the enactment of the USA PATRIOT Act. From 1995 to 2000, Mr. Stipano served as Director of the OCC’s Enforcement & Compliance Division.

Moderator:

Kris Inton.jpg
Kristoffer Inton
Director,
Morningstar Research Services LLC

Kristoffer Inton is director of equity research, basic materials for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers cannabis, gold, and uranium companies. 

Before joining Morningstar in 2013, Inton was an investment banking associate for Guggenheim Securities in New York. Previously, he was an investment banking analyst for Merrill Lynch in Chicago and New York. 

Inton holds a bachelor’s degree in finance with high honors from the University of Illinois and a master’s degree in business administration with distinction from Northwestern University’s Kellogg School of Management.

Qualifications: I hr Professional Learning | CFA Institute Competency Framework Skill = Industry Awareness + Regulatory Compliance
  
5/19/2021 5:00 PM5/19/2021 6:00 PM
Kleptopia.png
Member-Organized ​Book Club - May 2021
May 19 | 5 - 6PM ET

May’s selection is Kleptopia: How Dirty Money Is Conquering the World by Tom Burgis.  Named as a notable book of 2020 by The Economist and The Washington Post, Kleptopia weaves together four globe-spanning stories of corruption tied to the world’s most powerful dictatorships.  Is this connection between money, violence, and kleptocracy unavoidable? Join us for another fun and engaging conversation.  

RSVP via email to Mike Jerue and attend with Google Meet!

  
5/25/2021 4:00 PM5/25/2021 5:00 PM

Emotional Intelligence Workshop.png

Emotional Intelligence Workshop
Three-Part Series:

May 11, 2021 | 3:00 - 5:00PM ET
May 25, 2025 | 4:00 - 5:00PM ET
June 8 | 4:00 - 5:00PM ET

What makes someone great at their job? Having knowledge, smarts, and vision, to be sure. But what really distinguishes successful leaders is emotional intelligence. According to the Harvard Business Review, emotional intelligence is the deciding factor responsible for moving people up the ladder when IQ and technical skills among candidates are tied – about 90% of the time.

Demonstrating proficiency in emotional intelligence is a critical skill required across all roles in the investment industry. You need to be resilient, understand how you react and respond in different situations, and have the competence to guide clients and stakeholders to make important and strategic decisions. The good news is that unlike IQ, emotional intelligence can be cultivated through awareness and practice.

CFAW has partnered with MOR Associates to offer a hands-on, interactive program led by a team of leadership coaches. The program starts with a two-hour competency building workshop. Then, two weeks later (May 25), a facilitated deeper dive with leadership coaches in a group setting. The training concludes with a 1-hour workshop on June 8th.

The emphasis of this engagement is toward the application of related practices, learning by doing, moving these behaviors so that they become habit. At the end of the program, participants will gather together for a final group wrap-up session, as well as a final leadership assessment to document your newly developed skills!

What This Course Includes:
  • Customized self-assessment focused on the core components of emotional intelligence to help inform awareness around strengths and areas of opportunity prior to this developmental engagement.
  • 2-hour competency building interactive workshop (May 11) – why it matters and how you can introduce helpful practices immediately and throughout your career.
  • 1-hour team workshop with leadership coaches (May 25). Participants will take a deeper dive into emotional intelligence development areas in a collaborative environment and put their learnings into practice.
  • One (1) Hour Wrap-up Session (June 8). Discuss what was learned and how to sustain these practices.
  • Follow-Up Assessment – Participants will be given the chance to assess perceived progress by administering a brief follow up assessment.

Learning Objectives:

  1. Awareness – You will leave with an understanding of Emotional Intelligence, how it is beneficial when working with people, and insight into your own level of emotional intelligence.
  2. Practical Application – We will provide tools and strategies to immediately put into practice during the program. We provide the time and support to practice the skill. What you actually do is the best tool for learning and what will make the biggest difference.
  3. Network – We will aid in strengthening relationships amongst participants by learning from each other, and creating a shared experience that will build community and increase your network moving forward.

Who Should Attend:
This course serves all levels, anyone who wants to maximize their performance by increasing emotion management and self-understanding through emotional intelligence training.

Speakers:

Lori Green.jpg
Program Leader, Leadership Coach, MOR Associates, Inc.

Susan Washburn.png
Program Leader, Leadership Coach, MOR Associates, Inc.

About MOR Associates:
Since 1983 MOR (Maximizing Organizational Resources) has supported, advised, coached and inspired leaders as they develop strategies designed to enhance individual and organizational success. MOR focuses on helping leaders position their organization and their people to deliver increasing value in the future.

Qualifications:
CFA Institute PL Credit Hours: 4 Credits.
CFA Institute Competency Framework Skills:  Emotional Intelligence + Career Management
  
6/8/2021 4:00 PM6/8/2021 5:00 PM
Emotional Intelligence Workshop.png
​Emotional Intelligence Workshop
Three-Part Series:

May 11, 2021 | 3:00 - 5:00PM ET
May 25, 2025 | 4:00 - 5:00PM ET
June 8 | 4:00 - 5:00PM ET

What makes someone great at their job? Having knowledge, smarts, and vision, to be sure. But what really distinguishes successful leaders is emotional intelligence. According to the Harvard Business Review, emotional intelligence is the deciding factor responsible for moving people up the ladder when IQ and technical skills among candidates are tied – about 90% of the time.

Demonstrating proficiency in emotional intelligence is a critical skill required across all roles in the investment industry. You need to be resilient, understand how you react and respond in different situations, and have the competence to guide clients and stakeholders to make important and strategic decisions. The good news is that unlike IQ, emotional intelligence can be cultivated through awareness and practice.

CFAW has partnered with MOR Associates to offer a hands-on, interactive program led by a team of leadership coaches. The program starts with a two-hour competency building workshop. Then, two weeks later (May 25), a facilitated deeper dive with leadership coaches in a group setting. The training concludes with a 1-hour workshop on June 8th.

The emphasis of this engagement is toward the application of related practices, learning by doing, moving these behaviors so that they become habit. At the end of the program, participants will gather together for a final group wrap-up session, as well as a final leadership assessment to document your newly developed skills!

What This Course Includes:
  1. Customized self-assessment focused on the core components of emotional intelligence to help inform awareness around strengths and areas of opportunity prior to this developmental engagement.
  2. 2-hour competency building interactive workshop (May 11) – why it matters and how you can introduce helpful practices immediately and throughout your career.
  3. 1-hour team workshop with leadership coaches (May 25). Participants will take a deeper dive into emotional intelligence development areas in a collaborative environment and put their learnings into practice.
  4. One (1) Hour Wrap-up Session (June 8). Discuss what was learned and how to sustain these practices.
  5. Follow-Up Assessment – Participants will be given the chance to assess perceived progress by administering a brief follow up assessment.

Learning Objectives:

  1. Awareness – You will leave with an understanding of Emotional Intelligence, how it is beneficial when working with people, and insight into your own level of emotional intelligence.
  2. Practical Application – We will provide tools and strategies to immediately put into practice during the program. We provide the time and support to practice the skill. What you actually do is the best tool for learning and what will make the biggest difference.
  3. Network – We will aid in strengthening relationships amongst participants by learning from each other, and creating a shared experience that will build community and increase your network moving forward.

Who Should Attend:
This course serves all levels, anyone who wants to maximize their performance by increasing emotion management and self-understanding through emotional intelligence training.

Speakers:

Lori Green.jpg
Program Leader, Leadership Coach, MOR Associates, Inc.

Susan Washburn.png
Program Leader, Leadership Coach, MOR Associates, Inc.

About MOR Associates:
Since 1983 MOR (Maximizing Organizational Resources) has supported, advised, coached and inspired leaders as they develop strategies designed to enhance individual and organizational success. MOR focuses on helping leaders position their organization and their people to deliver increasing value in the future.

Qualifications:
CFA Institute PL Credit Hours: 4 Credits.
CFA Institute Competency Framework Skills:  Emotional Intelligence + Career Management
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Disclaimer​​​

The views expressed by the speakers do not necessarily reflect the views of policies of CFA Society Washington, DC, its Board of Directors or its members. CFA Society Washington,​ DC does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same


 

​Contact Us
CFA Society Washington, DC
1401 New York Ave. NW, Suite 330
Washington, DC 20005
Phone: +1 (202) 872-4310
Fax: +1 (202) 315-3332
info@cfawashington.org