Upcoming Events

2024 Annual Luncheon AI & the Human Element: the Future of Finance

Register now for our Annual Luncheon, taking place on November 7, 2024, at the MotorCity SoundBoard in Detroit, MI. This exclusive event promises to be a day of insightful discussions and networking opportunities with two leading experts in their fields. Agenda: Agenda: 10:30 AM: Registration Open, Networking, Exhibit Hall 12:00 PM: SoundBoard Doors Open 12:15 PM: Welcome and New Charterholder Award Ceremony 12:30 PM : "Market Insights: Artificial Intelligence" Join Stephanie Aliaga as she explores the revolutionary potential of AI in the financial industry, from enhancing investment strategies to improving risk management. Speaker: Stephanie Aliaga, Global Market Strategist, J.P. Morgan Asset Management 1:00 PM: "The Soul of Wealth” This presentation will provide CFA Society members with unique insights from Dr. Crosby's latest book, The Soul of Wealth . The session is designed to bridge the gap between the technical aspects of finance and the human side of wealth management, offering attendees actionable strategies to integrate behavioral finance principles into their professional practice. Speaker: Daniel Crosby, Ph.D, Chief Behavioral Officer, Orion Advisor Solutions 1:45 PM: Audience Question and Answer Session 2:00 PM: Event Concludes As a special highlight, your registration fee includes a signed copy of Dr. Crosby's newest book, "The Soul of Wealth."

Quick Bytes Webinar: “Avoiding and Bouncing Back from Burnout”

Recent studies uncovered that  boosting happiness increases longevity and lowers burnout . This is due to the powerful connection between mood and the immune system and heart and brain health. Strikingly, the  likelihood of dying due to any cause was   19 percent lower for happy older people . In this presentation, Dr. Marc Milstein will teach you: Essential actionable, empowering, and surprising take-home tips to significantly lessen burnout and boost happiness in highly stressful environments. The critical and sometimes subtle warning signs of burnout occur before symptoms arise.    The little-known but highly effective preventative measures that can be taken to avoid burnout.   Which treatments have been proven to reverse burnout, and which are just myth, marketing, and hype?   Effectively lessening stress and burnout, as well as boosting happiness, is one of the most powerful actions we can take to lower the risk of dementia, heart disease, depression, and anxiety, as well as improve sleep, memory, and productivity.