Upcoming Events

Sustainable Success: Balancing High Performance and Well-Being

Professionals are under constant pressure to deliver results, interpret complex data, and make critical decisions—often with limited time and ever-increasing demands. This interactive workshop tackles both the emotional and cognitive toll of high-performance work, providing practical tools to prevent burnout and foster resilience. Drawing on science, personal insight, and humor, Nicola McCrabbe shines a light on the hidden costs of overwork and mental overload. You’ll walk away with evidence-based strategies to stay sharp, focused, and well—even when the stakes are high. What You’ll Learn: Recognize Burnout Early: Spot the warning signs before they escalate and respond effectively to protect your well-being. Manage Pressure with Clarity and Confidence: Gain tools to handle self-doubt, maintain composure and focus in high-stakes situations. Bounce Back from Setbacks: Employ resilience techniques to recover quickly and confidently when things go wrong. Foster a Mentally Healthy Workplace: Discover practical recommendations to cultivate a supportive, balanced environment—ensuring well-being is a shared priority for both individuals and teams. About the Speaker: Nicola  McCrabbe Founder - Nicola McCrabbe Coaching Nicola McCrabbe helps high-performing professionals and leaders overcome stress and self-doubt to boost resilience, prevent burnout, and achieve meaningful success. As a PCC-certified leadership coach, former computer science professor, and author of Burnout Be Gone: Healthy Habits for the Overwhelmed, Nicola is a trusted authority on resilience, workplace well-being, and managing stress and uncertainty in high-stakes, competitive, and results-driven environments.

Meet the two reigning World Microsoft Excel Champions

Benjamin Weber and Michael Jarman are the best spreadsheeters in the world. They’ve won the Student and Adult Microsoft Excel World Championships in December 2024, respectively. They’ve beaten 11 other finalists to solve complex Excel puzzles in front of an audience. And they will join us for an exclusive conversation to tell us how they did it! For forty years, Microsoft Excel has been the backbone of business, finance, and analysis across industries. It’s the single most popular piece of desktop software. It’s used by over 1.3 billion people worldwide, from students and analysts to CFOs and data scientists. Whether it’s modeling complex financial scenarios, building dynamic dashboards, or cleaning up messy datasets, Excel remains one of the most versatile and widely used tools in the world. Join this webinar to learn: Michael and Benjamin’s personal journeys to win “the Super Bowl for Excel Nerds” Tricks, shortcuts and functions you never knew existed Top tips for everyday users to learn it quickly  + Live Q&A CFA Institute is a proud sponsor of the Financial Modeling World Cup and the Microsoft Excel Collegiate Challenge 2025. REGISTER

AGM/Member Appreciation Event

Join us on Thursday, May 29, from 5:00–7:00 PM at the Saltlik Sky Lounge for our Annual General Meeting and a special Member Appreciation evening. This is your chance to connect with other members, participate in the AGM, and enjoy light bites and refreshments in one of Calgary’s most iconic restaurants. Event Details 📍 Saltlik Sky Lounge 🕔 Thursday, May 29 | 5:00–7:00 PM 🥂 Drinks & light appetizers provided REGISTER

Navigating Wealth & Private Markets Series - The Future of Private Wealth

The Future of Private Wealth The private wealth management industry is undergoing a significant transformation. Driven by demand for personalization, enhanced client experiences, and rising service expectations, technology, data, and human-centered strategies are redefining the future of wealth management. This session explores: How personalization is evolving beyond investment strategies. The importance of trust and transparency in client relationships. What lies ahead for the next generation of wealth management. Key Takeaways Personalization Technology enables highly tailored financial strategies that go beyond traditional asset allocation. Clients as Differentiators Seamless, tech-enabled, and relationship-driven client engagement is becoming the core competitive edge. Meeting Expectations across Generations Understand shifting investor preferences and values across age groups and demographics. Balancing Trust and Tech Discover how hybrid advisory models combine human expertise with AI-driven insights to foster transparency and build confidence. Building Human Connection through Transparency Explore strategies to strengthen long-term relationships in an increasingly digital-first environment. REGISTER

SAVE THE DATE - Stampede Member Lunch & Social

Join us in-person on July 8 th  for a Taste of Stampede as we celebrate Calgary's iconic Stampede time. This is a great opportunity to connect with fellow members while enjoying a Stampede-themed lunch in the Residence Inn's beautiful Hearth Room & Patio. This is a complimentary event exclusively for members of the CFA Society Calgary. Lunch and 2 drink tickets per person included. Registration will open in late May.