CFA Society Cleveland

Soft Skills Lunch: Achieving Next Level Career Success by Leveraging Relationships with Fran Skinner

CFA Society Cleveland invites you and your colleagues to attend our next Soft Skills Lunch:   Achieving Next Level Career Success by Leveraging Relationships   with Fran Skinner, CFA, CPA, AUM Partners LLC. Achieving Next Level Career Success by Leveraging Relationships REGISTER HERE In this one-hour session, Fran Skinner, CFA, CPA will briefly share her unusual journey towards achieving her CFA designation, which changed her career trajectory in positive and unexpected ways. Through interactive exercises, participants will learn practical techniques you can begin using right away to achieve “next level” success and to help others achieve success in their career by leveraging existing relationships. This session will explore: · Being open to new possibilities regardless of prior career and education decisions · How to manifest advocates in your own life to support your development and career · How to be an advocate for others, helping to drive creation of “Leaders at Every Level” on your team · Simple questions that can immediately reveal specifics about where your “Next Level” success may be Non-members welcome April 16th, 12:00 to 1:30pm Corporate College, 4400 Richmond Road, Warrensville Heights Fran Skinner, CFA, CPA  is an investment industry leader with more than three decades of experience in finance, leadership and talent development within top-tier firms such as Mellon Bank, Allstate Investments, and Diamond Hill Capital Management. She is co-founder and partner of AUM Partners, LLC, a consulting firm dedicated to developing leaders and building high-performing teams across the investment community. A seasoned keynote speaker and workshop facilitator, Fran regularly presents to senior leaders and investment professionals at industry events including CFA Society programs, Barron’s forums, and Bob Veres Insider’s Forum among others. Audiences appreciate her ability to translate leadership and talent insights into practical, actionable strategies that improve team performance and firm outcomes. Fran’s strategic influence extends beyond consulting and speaking—she serves as an independent corporate board member for Peoples Bank (NASDAQ: PEBO) and Fenimore Asset Management and has held key leadership roles shaping compensation, governance, and high-performance culture. She is also co-author of the book High Performing Investment Teams and was a regular contributor to Barron’s (2016 – 2021) on topics such as talent, leadership, and organizational culture, demonstrating her thought leadership on issues that directly affect investment professionals today. Attendees at Fran’s sessions gain unique access to deep, experience-driven insights into career navigation, team dynamics, and leadership excellence that are essential in our rapidly evolving financial industry landscape. You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free! Join CFA Cleveland today, yearly dues: Local Member $150 Candidate Member $125 Student Member $50 CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media. Apply Here

Roundtable Breakfast, Small Caps: Consistency Hidden in Plain Sight

Join us for a breakfast roundtable discussion on Small Caps: Consistency Hidden in Plain Sight, Jeremy Javidi, CFA, Columbia Threadneedle While large cap equities have generated impressive returns recently with the emergence of the Mag 7, small caps continue to deliver. Now that mega cap trade is arguably extended, investors are realizing they aren’t the only game in town. Join us for a lively discussion with Senior Portfolio Manager Jeremy Javidi as he discusses American Exceptionalism through small cap investing. REGISTER  HERE April 22nd 7:45am to 9:00am Corporate College, 4400 Richmond Road, Warrensville Heights This roundtable will have two locations: Eastside Breakfast at the Corporate College, Warrensville Heights Westside Lunch at Wild Mango, Crocker Park (please register for this at the separate registration link here ) Breakfast will open at 7:45am and the presentation will start promptly at 8am. Breakfast and lunch brought to you by Columbia Threadneedle Learn about Columbia Threadneedle Here Jeremy Javidi i s the lead portfolio manager for the for the Small Cap Value team at Columbia Threadneedle Investments. He is responsible for research, stock selection and portfolio construction for two small-cap value mutual funds as well as these strategy’s institutional assets. Jeremy joined Columbia Threadneedle out of college as a junior portfolio manager on a MultiCap (Large/Mid) Value team in 2000, joined the Small Cap Value Discovery strategy as a portfolio manager in June 2002 and became lead portfolio manager in January 2013. He became leader portfolio manager on the Small Cap Value & Inflection strategy in 2023.He has been a member of the investment community since 2000. Jeremy double majored in quantitative economics/mechanical engineering at Tufts University. In April 2023, he received his M.S. in applied business analytics. In addition, he has held the CFA® designation since 2004 You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free! Join CFA Cleveland today, yearly dues: Local Member $150 Candidate Member $125 Student Member $50 CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media. Apply Here