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Evaluating Information: Veracity and the Tactical Behavior Assessment® Model

Event Description

Business Intelligence Advisors' (BIA) groundbreaking Strategic Information Collection training is designed for investors who seek information of the highest quality and reliability to inform their investment process. Participants will be trained by the intelligence community’s leading behavior assessment and interviewing experts in BIA’s proprietary methodologies. BIA’s techniques apply across genders and cultures and to written and oral communication, including telephonic and in-person meetings from a few minutes to hours in duration.

Evaluating Information: Veracity and the Tactical Behavior Assessment® Model 

February 23, 2022

10:30 AM - 2:30 PM

Pre-Requisites: None 

In interviews with company management, the parties’ interests are rarely completely aligned, and management has a distinct information advantage over investors. The Evaluating Information module addresses this information asymmetry by: 

  • Introducing participants to the Tactical Behavioral Assessment® model
  • Providing a framework to recognize and evaluate the verbal and non- verbal BIA Indicators indicative of less than full disclosure
  • Building awareness to use this behavior assessment model to determine a spectrum of issues, from lack of candor to lack of confidence

Important notes:

  • This training is only offered as an in-person event
  • Registration is limited
  • The room will be set up classroom style with ample space for registrants to spread out
  • Participants will receive 3 CE's


10:30 AM - 12:00 PM: Session 1

12:00 PM - 1:00 PM: Networking Lunch

1:00 PM - 2:30 PM: Session 2


$250.00 - Members

$350.00 - Non-Members

CFA Baltimore is offering this training in partnership with Business Intelligence Advisors. To read more about BIA, click here.  


History of BIA

BIA’s proprietary Tactical Behavior Assessment methodology was derived from the Central Intelligence Agency (CIA) and is used to identify language and behavioral cues that indicate when an individual isn’t being entirely candid. 

Founded in 2001 on the principle that methodologies originally developed for the national intelligence community could be powerfully applied to the private sector, we’ve been working with institutional investors, venture capital firms, private equity firms, and other entities since, helping them gain unique insights by using our approach.

The BIA methodology is used to analyze both verbal and nonverbal behaviors to measure completeness, confidence and accuracy to determine how much risk is in communications. Currently, BIA analyzes thousands of management statements for our clients, ranging from:


  • Quarterly Earnings Calls
  • Press releases
  • TV interviews
  • And other verbal and nonverbal statements

Event Type

Career; Educational; Featured

Education Topic

Performance Measurement and Evaluation

Start Time

2/23/2022 10:30 AM

End Time

2/23/2022 2:30 PM





Event Country


Event Region


Location Info

​The Center Club



CE Credits


SER Credit




Member Cost


Non-Member Cost


Candidate Price



All Day Event




Hosted By

​CFA Society Baltimore and BIA

Event Link

Register Now

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Event Short Info

Training: Strategic Information Collection


Content Type: MyCFA Calendar
Created at 1/13/2022 6:12 AM by [email protected]
Last modified at 1/13/2022 6:12 AM by [email protected]