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29th Annual GIPS® Standards Conference Digital Package

Missed us in Phoenix? Purchase the digital content package by 19 December and enjoy on-demand access to sessions, presentations, and critical discussions on investment performance, best practices, SEC regulations, and ethics. Available to view from 1 December until 31 January 2026.

Purchase today

Holiday Paaties! 

January 8 & 14 

Join us this January as we gather for a fresh, relaxed start to the new year. Our New Year Celebrations bring members and guests together for an evening of connection, laughter, and a shared toast to the opportunities ahead.

Let's kick off a new year filled with promise and possibility. What to Expect:
🍽️ Delicious food and drinks
🥂 A New Year toast to fresh opportunities and a bright year ahead
🤝 Networking and connection with fellow members and their guests

We can’t wait to raise a glass with you and welcome the new year together!

🥳 January 8 | 6-9 PM: Register here: https://cvent.me/dMdOg0
Trinity Investors Office - Southlake
2102 E State Hwy 114 Suite 300, Southlake, TX, 76092

🥳 January 14 | 6-9 PM: Register here: https://cvent.me/EO9Dnm
Fogo de Chao - Addison
4300 Belt Line Rd, Addison, TX, 75001

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This event is open to members and non-members.
Members: You can bring one guest at member price to either celebration! You can also use one of your two $40 event ticket discounts* for this event. The discount will only apply to the member ticket.

Holiday Parties!

Jan. 8 & Jan. 14, 2026

Get ready to toast the season! We’re kicking off the new year with two holiday celebrations. Mark your calendars and join he waitlists below. Registration coming soon.

January 8 | 6-9 PM

Trinity Investors Office - Southlake

2102 E State Hwy 114 Suite 300, Southlake, TX, 76092

Click here to register!

January 14 | 6-9 PM

Fogo de Chao - Addison

4300 Belt Line Rd, Addison, TX, 750011

Click here to register!

Charterholder Chatter

Join host Franklin Parker, CFA, as he chats with local and national investment legends about a variety of topics including AI, cybersecurity and risk, ESG, and more. Now in Season 4!

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Event Photos

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CFA Institute Investment Foundations® Certificate

We are excited to announce that the CFA Institute Investment Foundations Certificate is coming back! Enrollment is now open.

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Certificate in ESG Investing

Master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset.

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CFA Institute Conferences, Webinars, and Podcasts

Take advantage of CFA Institute in-person, virtual, and on-demand opportunities to learn, discuss, and network with your peers.

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Upcoming Events


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