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.
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