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Women's Initiative Mission Statement

Develop and support a network of female CFA Society Cleveland members in order to share knowledge and experiences and to provide developmental resources that will serve to elevate and empower them in the financial community.

Goals of Women's Initiative

  • Organize, sponsor and support events/programs that are 1) relevant and beneficial to the career and personal development of our female members and 2) which align with the mission and strategic initiatives of the CFA Society Cleveland
  • Improve the engagement of our female membership (i.e., increase attendance at programs; increase board representation; increase visibility and influence in the organization and the financial community)
  • Provide opportunities for our female membership to network and socialize
  • Increase the female membership of CFA Society Cleveland by 15% in 5 years.


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Women's Advisory Committee is always looking for good ideas

Please share ideas on speakers, books and more with us, email

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Women's Advisory Committee Members

Debbie Cugel, CFA
Committee Chair

Lauren Fine
Gries Financial

Sara Hannibal, CFA
Walden Wealth

Carolyn Rains

Suzana Vujasin

Cara Wood
BNY Mellon

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Coming Events sponsored by the Women's Advisory Committee

Private Equity and the Rise of ESG and Impact Investing Debbie Cugel, CFA, Glenmede, Peggy Roberts, The Riverside Company, Jennifer Wong, Glenmede


ESG and Impact Investing are changing the way that Private Equity evaluates risks and opportunities. Hear from two industry experts on how Private Equity is integrating ESG and Impact considerations into investment decisions and how that can lead to value creation and potentially higher returns for investors.

Register Here

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