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Event Description
  
12/12/2018 8:00 AM12/14/2018 5:00 PM

Financial Valuation and Modeling Seminar

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CFA Society Washington, DC is pleased to offer, in partnership with Wall Street Prep, one of Wall Street Prep's most popular courses to equip busy professionals and students with the financial skills they need on the job.

During this intensive 3-day training, participants will learn financial and valuation modeling in Excel using a hands-on, case-study approach. Modeling methodologies covered include financial statement modeling, valuation & DCF modeling and trading & transaction comps modeling. Instructors are all practitioners (investment bankers, equity research analysts, etc.) with a passion for teaching and years of directly relevant real-world experience.

What is included:

  • Comprehensive training materials (manuals and online exercises)
  • Detailed, reusable, modifiable Excel model templates
  • Unlimited email support for content-related questions for 12-months post-seminar
  • Access to additional online modules (crash course in Excel, M&A and LBO Modeling video lectures)
  • Certification in Financial and Valuation in Modeling (upon successful completion of online Certification Exam)
  • 27 CPE credits and 35 PD credit
  • Wall Street Prep certification exam, upon successful completion of course and online modules

What is needed from you:

  • Participants should have basic knowledge of Excel and solid financial accounting fundamentals
  • Participants will need to bring with them to the course a laptop with Excel, version 2003 or higher
  
12/12/2018 6:00 PM12/12/2018 8:00 PM

Sold Out

​CFAW Holiday Party

 

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Bring in your holiday spirit on Wednesday, December 12, 2018 and join your fellow CFA Society Washington, DC members for a celebration at the Top of the Town in Arlington, VA. 

Enjoy the evening with a spectacular panoramic view of Arlington, Virginia and Washington, DC, while catching up or networking with other fellow CFAW members with Festive cocktails and hors d'oeurves.

 
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This event is free for CFAW members and we hope to see you there.
  
12/18/2018 6:00 PM12/18/2018 8:00 PM

You​'re invited to the Women's Investment Network's (WIN) monthly meeting. This event that is hosted every third Tuesday of the month in DC, and is a great opportunity to meet and network with other women in the investment industry in a relaxed social setting.

  
1/15/2019 9:00 AM1/16/2019 5:00 PM
Introduction To Data Science & Python for Finance

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The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average. Finance companies that want to maximize use of this available data require professionals who have a keen understanding of data science and know how to use it to solve meaningful business challenges.

This two-day, hands-on course provides a structured teaching environment where attendees learn the Python programming language as a powerful tool to conduct robust data analyses on finance-related data sets. At the end of the workshop, course participants will have applied the Python programming language and essential data analysis techniques to practical programming exercises to gain experience solving challenging finance-related problems.

Specific area in finance where data science skills acquired from this course can be effectively applied include: sentiment analysis, advanced time series analysis, risk management, real-time pricing and economic data analysis, customer segmentation analysis, and machine learning algorithm creation for financial technologies.

No prior programming experience required.

Learning Objectives:

  • Learn basic foundations in programming and data science
  • Receive an overview of state-of-the-art data science and machine learning methods
  • Discover how finance professionals can use data science to solve real-world problems
  • Understand the advantages of data science and specific analytical methods
  • Obtain hands-on Python programming experience
  • Understand effective data visualization techniques using Python
  • Ability to hit the ground running with executing core data tasks by the end of the course
Who Should Attend?

  • Investment professionals
  • Quantitative traders
  • Event-driven fund managers
  • PE/VC investors
  • Traditional asset managers​
  • Fintech entrepreneurs and/or product managers
  • FP&A and strategy professionals at corporations
  • PE portfolio company operators
  • Private wealth managers
  • Economists
  • IT and tech professionals at financial institutions
  • Management consultants​
Please Note: Participants will need to bring a laptop with them to the course.
  
1/17/2019 12:00 PM1/17/2019 1:00 PM
​Ethical Decision-Making: 
Introduction to Ethical Decision-Making

CFAW is please to bring this webinar to you.

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective

Topics: Ethics & Integrity, Professional Standards 
Hosted by CFA Institute
 
Overview

Ethical decision-making webinars are free, interactive, case-based webinars led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

Each 60-minute session will include:
  • An examination of the factors that lead well-meaning individuals to make unethical decisions 
  • An explanation of how to apply a framework for analysis of ethical dilemmas common in investment practice 
  • Several case studies involving real-life situations with the opportunity for participants to vote on the appropriate conduct 
  • A facilitated discussion of those studies that allow participants to apply ethical framework
Exploring Additional Case Studies builds on the material from Introduction to Ethical Decision-Making to apply the ethical decision-making framework to additional case studies. We recommend participating in Introduction to Ethical Decision-Making before registering for Exploring Additional Case Studies. Both live programs are repeated on a recurring basis. 

Participation is free and available globally. The audio portion of the webinar is provided through VOIP (Voice over Internet Protocol). To participate in a session, you must have access to a computer with speakers or headphones.

Upon registration, you may also participate in the webinar through the Adobe Connect Mobile App for Apple and Android phones.


Speakers

Jon-Stokes.jpeg
Director, Ethics and Standards Education, CFA Institute

Jon Stokes is the Director, Ethics and Standards Education at CFA Institute. His responsibilities include, design and creation of on-line ethics education, development and maintenance of the CFA Institute Code of Ethics and Standards of Professional Conduct, and the design and management of the CFA Institute Ethical Decision-Making and Giving Voice to Values education programs. Stokes holds a JD degree.

Glenn-Doggett.jpeg
Director of professional standards, CFA Institute

Mr. Doggett is a director of professional standards for CFA Institute. His responsibilities include providing member guidance in applying the ethics and standards of practice policies, supporting related educational and public awareness activities, and working with the Standards of Practice Council of CFA Institute on its initiatives. Previously, Mr. Doggett, as a member of the CFA Institute Financial Reporting Policy Group, represented membership interests regarding reporting and disclosures initiatives, including XBRL.

  
1/22/2019 5:30 PM1/22/2019 8:00 PM

2019 Investment Professional Employment Outlook

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Start the year off right in tackling various issues, including job-hunting strategies, tips on how to navigate mid-career changes, and current hiring trends within the finance and investment industry.  On Tuesday, January 22, 2019 come and hear from Anna Frick, World Bank, Tim Horgan, McCormick Group, Kate Shattuck, Korn Ferry Financial Services and others as they discuss those topics and more. Learn the benefits of being a CFA Charterholder and how to best highlight your accomplishment during the interview process.

Learning Objectives

  1. Explore the issues of talent management from both the firm perspective as well as the employee’s perspective. 
  2. Learn why senior executives need to understand how to recruit and retain the best talent and current trends in doing so.
  3. How and when to use external recruiting firms and what to expect.
Who Should attend:

  • Senior executives to understand more about recruiting and retaining the best talent.
  • Mid managers trying to assess opportunities at higher levels
  • New grads interested in determining where to find the fastest growing areas
  • Investment professionals who are in transition 
Speakers

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Consultant, McCormick Group

 

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HR Talent Acquisition, The World Bank Group

 
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Principal, Korn Ferry Financial Services Sector ​
  
1/24/2019 12:00 PM1/24/2019 2:00 PM

REITs and Direct Private Market Investing in the Internet Age

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Picture Source: https://dc.urbanturf.com/articles/blog/southwest_waterfront_a_tiny_neighborhood_on_the_cusp/9806
 
Are the characteristics of primary real estate markets changing? Join us and learn what public and private real estate looks like for the average investor compared to the larger players. Learn how technology, Fed policy and current economic conditions will impact the future of commercial real estate market.
 
On January 24, 2019, come​ hear the takes from our panelists; Revathi Greenwood, Head of Americas Research at Cushman & Wakefield, Chris Lee, Member & Head of RE Americas at KKR, Benjamin Miller, CEO at Fundrise and W. Stevens Carroll, Principal/Senior Global Portfolio Manager at CBRE Clarion, as they discuss issues ranging from real estate, infrastructure and technological innovation to interest rates, credit conditions, deal-structure and tax policy.
 
Learning Objectives:
  1. Learn how the some of the key players in the commercial real estate space operate.
  2. Learn about the current cycle and commercial real estate market conditions.
  3. Understand how risk is managed in and out of cycles.
  4. Learn about potential disruptions and/or possible events to monitor that may change many aspects of what we know today​.
  5. Learn about Crowdfunding and the role it will play in direct investments.
Who Should Attend?
  • CIOs.
  • Commercial Real Estate Management professionals.
  • Investment professionals.
  • Portfolio Managers.
  • Risk Management and Strategic Asset Allocation professionals.
  • Anyone with a 401K, IRA or Pension plan invested in Equities.
  • Anyone interested in Fintech (Crowdfunding)
Speakers
 

Revathi Greenwood.jpg

Revathi Greenwood
Head of Americas Research at Cushman & Wakefield

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W. Stevens Carroll, CPA
Principal Senior Global Portfolio Manager at CBRE Clarion Securities

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Chris Lee
Member & Head of RE America​s, KKR

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Benjamin Miller
Co-Founder and CEO, Fundrise
 

Moderator

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Brad Case, CFA
Senior Vice President, Research & Industry Information at NAREIT 
 
  
2/14/2019 12:00 PM2/14/2019 1:00 PM
​Ethical Decision-Making
Exploring Additional Case Studies

CFAW is please to bring this webinar to you.

The Ethical Decision-Making Webinar is a free, interactive, case-based webinar led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

Topics: Ethics & Integrity, Professional Standards 
Hosted by CFA Institute

Overview

Ethical decision-making webinars are free, interactive, case-based webinars led by CFA Institute staff that will provide participants with the framework to analyze situations from an ethics perspective.

Each 60-minute session will include:

  • An examination of the factors that lead well-meaning individuals to make unethical decisions 
  • An explanation of how to apply a framework for analysis of ethical dilemmas common in investment practice 
  • Several case studies involving real-life situations with the opportunity for participants to vote on the appropriate conduct 
  • A facilitated discussion of those studies that allow participants to apply ethical framework
Exploring Additional Case Studies builds on the material from Introduction to Ethical Decision-Making to apply the ethical decision-making framework to additional case studies. We recommend participating in Introduction to Ethical Decision-Making before registering for Exploring Additional Case Studies. Both live programs are repeated on a recurring basis.

Participation is free and available globally. The audio portion of the webinar is provided through VOIP (Voice over Internet Protocol). To participate in a session, you must have access to a computer with speakers or headphones.

Upon registration, you may also participate in the webinar through the Adobe Connect Mobile App for Apple and Android phones.


1 CE including 1 SER   

CFA Institute members can claim CE credit by providing their CFA Institute ID number when registering. 

Speakers

Jon-Stokes.jpeg
Director, Ethics and Standards Education, CFA Institute

Jon Stokes is the Director, Ethics and Standards Education at CFA Institute. His responsibilities include, design and creation of on-line ethics education, development and maintenance of the CFA Institute Code of Ethics and Standards of Professional Conduct, and the design and management of the CFA Institute Ethical Decision-Making and Giving Voice to Values education programs. Stokes holds a JD degree.

Glenn-Doggett.jpeg
Glenn Doggett,  CFA 
Director of Professional Standards, CFA Institute

Mr. Doggett is a director of professional standards for CFA Institute. His responsibilities include providing member guidance in applying the ethics and standards of practice policies, supporting related educational and public awareness activities, and working with the Standards of Practice Council of CFA Institute on its initiatives. Previously, Mr. Doggett, as a member of the CFA Institute Financial Reporting Policy Group, represented membership interests regarding reporting and disclosures initiatives, including XBRL.
  
5/21/2019 9:00 AM5/22/2019 5:00 PM

​ Introduction To Data Science & Python for Finance

Intro to Data Science.png

The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average. Finance companies that want to maximize use of this available data require professionals who have a keen understanding of data science and know how to use it to solve meaningful business challenges.

This two-day, hands-on course provides a structured teaching environment where attendees learn the Python programming language as a powerful tool to conduct robust data analyses on finance-related data sets. At the end of the workshop, course participants will have applied the Python programming language and essential data analysis techniques to practical programming exercises to gain experience solving challenging finance-related problems.

Specific area in finance where data science skills acquired from this course can be effectively applied include: sentiment analysis, advanced time series analysis, risk management, real-time pricing and economic data analysis, customer segmentation analysis, and machine learning algorithm creation for financial technologies.

No prior programming experience required.

Learning Objectives:

  • Learn basic foundations in programming and data science
  • Receive an overview of state-of-the-art data science and machine learning methods
  • Discover how finance professionals can use data science to solve real-world problems
  • Understand the advantages of data science and specific analytical methods
  • Obtain hands-on Python programming experience
  • Understand effective data visualization techniques using Python
  • Ability to hit the ground running with executing core data tasks by the end of the course
Who Should Attend?

  • Investment professionals
  • Quantitative traders
  • Event-driven fund managers
  • PE/VC investors
  • Traditional asset managers​
  • Fintech entrepreneurs and/or product managers
  • FP&A and strategy professionals at corporations
  • PE portfolio company operators
  • Private wealth managers
  • Economists
  • IT and tech professionals at financial institutions
  • Management consultants​
Please Note: Participants will need to bring a laptop with them to the course.
  
6/26/2019 9:00 AM6/26/2019 5:00 PM
Advanced Data Science & Machine Learning 

with Python for Finance

Advanced Data Science.jpg

Course Goals and Overview:

This hands-on data science course is a sequel to the Introduction to Data Science for Finance workshop. Advanced Data Science for Finance will provide an overview of modern machine learning algorithms that analysts, portfolio managers, traders and chief investment officers should understand and in a context that goes beyond a broader level introductory class in data science. Classification methods are touched upon in the introduction course, but the Advanced Data Science for Finance course focuses exclusively on this highly demanded and rapidly adopted segment of data science and machine learning.

This course will explore advanced classification methods including neural networks and decision trees which are among the most effective data science techniques. This workshop also provides an introduction to deep learning, a technique which has significantly increased the performance of machine learning algorithms over the last years and is heavily used in the financial services industry. Deep learning utilizes algorithms and methods that perform in a similar manner to the human brain. According to Gartner, 80% of data scientists will be competent in deep learning and deep learning will be utilized in a much larger role in different forms of predictive analytics across all functional areas of business including finance and markets.

At the end of the workshop, participants will be comfortable applying the Python programming language to build common classification algorithms and evaluate & interpret their accuracies in the context of finance.

Learning Objectives:

  • An overview and specific focus on core classification methods and how to use them to solve real-world problems in the finance industry.
  • Aims to provide attendees with a high level understanding and working knowledge of highly coveted artificial intelligence areas including deep learning and neural networks and their direct application to the field of financial analysis and capital markets.
  • Provide attendees that work in the finance industry with the ability to evaluate and select from a variety of classification methods and tools as these techniques continue to be adapted and implemented at an ever increasing rate.
  • Further and more advanced hands-on Python programming experience beyond the introduction course.
Who Should Attend:

  • Individuals working with or needing to understand machine-learning algorithms, specifically classification methods.
  • Graduates of the Introduction to Data Science for Finance course. The introduction course or equivalent is a prerequisite.
Course Sections:

Review of Core Data Science Methods

  • Supervised vs. Unsupervised learning, Classification, Regression, Clustering, Dimensionality Reduction, Ensemble, etc.
Selecting Informative Attributes

  • Information gain and entropy, overfitting/generalization
Decision Trees &  Random Forests

  • What is it
  • How to do this in Python?
  • Coding Challenge
K-Nearest Neighbors

  • What is it
  • How to do this in Python 
  • K-Nearest Neighbors Coding Challenge
Support Vector Machines

  • What are they?
  • How to do this in Python - example
  • SVM Coding Challenge
Neural Networks

  • What is it
  • How to use this in Python with an example
  • Neural Nets Coding Challenge 
Deep Learning

  • Why the hype?
  • How to get started with deep learning
Evaluation of Classification Methods

  • Accuracy, confusion matrix. ROC, AUC, Precision, Recall, etc.
Final Project

  • Given a dataset and a classification mandate, attendees have to run these different classification models and figure out which one is "best"
What is Needed from You:

  • Participants will need to bring a laptop with them to the course.
  • It is recommended that participants have previously taken Introduction to Data Science for Finance as a prerequisite. If you have not been able to take this course, please contact the instructors at info@cognitir.com
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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
1200 Eighteenth St. NW, Suite 700
Washington, DC 20036
Phone: +1 (202) 872-4310
Fax: +1 (202) 315-3332
info@cfawashington.org