Upcoming Events

2026 CFA Exam Study Group

Earning a CFA charter is a challenging path that requires extraordinary discipline, dedication, and support from those around you. CFA Society Baltimore is excited to announce the creation of a bi-monthly in-person study group led by a CFASB member and charterholder to support your study journey. The group’s goal is to offer an in-person study group setting where you can attend, as needed, and seek additional answers to questions and/or topics of your choosing.   Please note: This study group is not sponsored by CFASB, nor is it an official CFASB study group, however we are happy to support it.     Study Group Details What:  In-person study group meetings with current and former CFA candidates who work through your questions with you.   Who:  Open to all CFA program candidates (register in advance to submit any questions you may have)   When: The study group will meet four times (bi-monthly for two months) before each exam window from 5:30 - 7:00 pm. Projected dates are:    Where:  In person at Ceremony Coffee Roasters Harbor Point     If you are interested in participating in this study group, please take a moment to complete the following Google Form: https://forms.gle/ vDcnqe9ZHBGdeVMx8 .    If you are unable to access the Google Form, please respond with the following information:   Name Email What level are you studying for?  What is your test date? Dates you plan to attend Specific questions/topics you would like covered   Thank you for your interest.

{Virtual Event} What's Possible with AI; Increase Efficiency and Drive Growth April 16, 2026

This session gives CFA professionals and portfolio managers a direct, hands-on look at how AI is being used right now in investment management and research. Attendees won't just hear about AI's potential; they'll walk through real use cases and leave with prompting techniques they can deploy immediately. This session is valuable if you're looking to sharpen your analytical edge, reduce the burden of repetitive tasks, or build the case for AI adoption on your team.

From Campus to Career: How Financial Firms Hire

Join us April 17 at 1:30 PM for a virtual panel of professionals from leading local financial firms to learn how the hiring process really works. Hear directly from the people who review resumes, conduct interviews, and make hiring decisions about what they look for in candidates and how students can stand out. Bring your questions and gain practical insights to help launch your career in finance.

OVERVIEW OF THE GLOBAL INVESTMENT PERFORMANCE STANDARDS (GIPS) JUNE 2026

A CFA SOCIETY LOS ANGELES EVENT Come join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion of the Level I CFA Curriculum. If you’re a CFA Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®), or if you’re looking to learn how to best apply the GIPS Standards or get the most out of them for your firm and clients, then this event is for you. The GIPS Standards were referenced in the SEC’s marketing rule for investment advisors 26 times, and private fund presentations are now required by FINRA to show GIPS compliant capital funding ratios. With practical lessons for every skill level and expertise, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals. This discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level I CFA Curriculum Volume 10, Module 4: Explain why the GIPS standards were created, who can claim Compliance, and who benefits from compliance Describe the key concepts of the GIPS Standards for Firms Explain the purpose of composites in performance reporting Describe the fundamentals of compliance, including the Recommendations of the GIPS standards with respect to the Definition of the firm and the firm’s definition of discretion Describe the concept of independent verification SPEAKER Kim Cash, CFA, CAIA, CIPM, CSCP   |  is the Founder of Cascade Investment Compliance & Verification, a specialty consulting firm founded in 2017 to help asset managers and asset owners with their compliance and business growth objectives, providing GIPS compliance consulting, independent verification and educational workshops across the U.S. Kim brings over 27 years of investment industry experience to each GIPS® verification. Since 1995, she has overseen—and been in the trenches with—performance and compliance projects to support hundreds of asset management firms implementing and maintaining compliance with the GIPS standards. She has examined thousands of investment strategies and composites and can speak to the unique challenges posed by complex strategies and firm and investment structures. Her educational workshops bring compliance to life with everyday insights, challenges and practical solutions for firms committed to following industry best practices. Kim holds a Master of Science degree in education and has worked in the industry as a Consultant and Chief Compliance Officer for RVK, Inc., an SEC-registered investment advisor. Back To Top ^^