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Collaborative WIM Initiative

CFA Societies, FPA Chapters and industry groups around the world have joined efforts to further our shared vision of inclusion and diversity in capitalism. This collaboration was created to demonstrate the commitment of the global finance community to inclusion and diversity, and to support the advancement and development of female leaders of all backgrounds: The global grassroots campaign was developed to: 

  • Create demand for diversity 
  • Empower female and diverse professionals across all facets of the finance industry 
  • Establish a global community to share resources, information, and best practices to promote our shared vision of a better, more inclusive world  

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Collaborative WIM Website

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Upcoming Events

Q2 CWIM Book Club: April 13
Q2 CWIM Book Club, ft Scott Miller (“Master Mentors”)
EMEA session at 12pm ET, hosted by CFA Society Switzerland – REGISTER HERE: On The Same Page: CWIM Quarterly Book Club - CFA Society Switzerland
𝐂𝐨𝐧𝐭𝐫𝐚𝐫𝐲 𝐭𝐨 𝐭𝐡𝐞 𝐨𝐟𝐭 𝐫𝐞𝐩𝐞𝐚𝐭𝐞𝐝 𝐡𝐮𝐦𝐚𝐧 𝐫𝐞𝐬𝐨𝐮𝐫𝐜𝐞 𝐚𝐝𝐚𝐠𝐞 𝐭𝐡𝐚𝐭 𝐩𝐞𝐨𝐩𝐥𝐞 𝐚𝐫𝐞 𝐚𝐧 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧’𝐬 𝐦𝐨𝐬𝐭 𝐯𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐚𝐬𝐬𝐞𝐭, 𝐢𝐭’𝐬 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐧𝐨𝐭 𝐭𝐫𝐮𝐞. 𝐏𝐞𝐨𝐩𝐥𝐞 𝐚𝐫𝐞𝐧’𝐭 𝐚𝐧 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧’𝐬 𝐦𝐨𝐬𝐭 𝐯𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐚𝐬𝐬𝐞𝐭. 𝐍𝐨𝐫 𝐢𝐬 𝐭𝐡𝐞𝐢𝐫 𝐬𝐮𝐩𝐩𝐥𝐲 𝐜𝐡𝐚𝐢𝐧, 𝐛𝐫𝐚𝐧𝐝, 𝐝𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧𝐬, 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬, 𝐩𝐫𝐢𝐜𝐢𝐧𝐠, 𝐩𝐚𝐭𝐞𝐧𝐭𝐬, 𝐭𝐫𝐚𝐝𝐞𝐦𝐚𝐫𝐤𝐬, 𝐨𝐫 𝐨𝐭𝐡𝐞𝐫 𝐩𝐞𝐫𝐜𝐞𝐢𝐯𝐞𝐝 𝐚𝐬𝐬𝐞𝐭𝐬.
𝐈𝐭’𝐬 𝐭𝐡𝐞 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬 𝐛𝐞𝐭𝐰𝐞𝐞𝐧 𝐭𝐡𝐞 𝐩𝐞𝐨𝐩𝐥𝐞 𝐭𝐡𝐚𝐭 𝐢𝐬 𝐞𝐯𝐞𝐫𝐲 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧’𝐬 𝐮𝐥𝐭𝐢𝐦𝐚𝐭𝐞 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞.
𝐓𝐡𝐞 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬 𝐛𝐞𝐭𝐰𝐞𝐞𝐧 𝐭𝐡𝐞 𝐩𝐞𝐨𝐩𝐥𝐞, 𝐚𝐧𝐝 𝐭𝐡𝐞𝐢𝐫 𝐥𝐞𝐚𝐝𝐞𝐫𝐬, 𝐜𝐫𝐞𝐚𝐭𝐞 𝐲𝐨𝐮𝐫 𝐜𝐮𝐥𝐭𝐮𝐫𝐞. 𝐀𝐧𝐝 𝐲𝐨𝐮𝐫 𝐜𝐮𝐥𝐭𝐮𝐫𝐞 𝐜𝐚𝐧𝐧𝐨𝐭 𝐛𝐞 𝐫𝐞𝐩𝐥𝐢𝐜𝐚𝐭𝐞𝐝 𝐨𝐫 𝐬𝐭𝐨𝐥𝐞𝐧 𝐟𝐫𝐨𝐦 𝐲𝐨𝐮, 𝐮𝐧𝐥𝐢𝐤𝐞 𝐞𝐯𝐞𝐫𝐲𝐭𝐡𝐢𝐧𝐠 𝐞𝐥𝐬𝐞.
— Todd Davis, on the power of relationships
Join us on April 13 to celebrate the release of "Master Mentors: 30 Transformative Insights From Our Greatest Minds," from Wall Street Journal bestselling author Scott J. Miller! The new book is a #1 bestseller on Amazon, even prior to its release September 14, 2021.

Together, we will discuss mentorship and leadership, in the context of diversity, equity, and inclusion -- and how it relates to female and diverse professionals. How can we seek mentorship? How can we be better mentors to others? And how does this inform our behaviors and leadership skills in a rapidly changing world?
"Master Mentors" underscores the need for more mentorship in today’s workplace, particularly at a time when the changes associated with remote work can make mentoring more challenging.

Let’s welcome Scott Miller to explore practical work and career and life strategies through the indispensable lessons learned from highly successful mentors. Included are luminaries such as Seth Godin, Stephen M. R. Covey, Anne Chow (She/Her), Stedman Graham, Liz Wiseman, Susan Cain, Trent Shelton, and General STANLEY MCCHRYSTAL, who challenge the reader’s mindset and beliefs, restore focus, and validate the path towards greater empowerment.

Acquire new career and life skills to be more successful in your professional and personal lives, all while maximizing lessons learned, by becoming mentors to others!
𝐑𝐄𝐆𝐈𝐒𝐓𝐄𝐑 𝐇𝐄𝐑𝐄 for 12pm ET EMEA Session, hosted by CFA Society Switzerland:

January 26, 2022

Join us on Wednesday, January 26th for CFA Society San Francisco's LIVE Fireside Chat with Rock the Street, Wall Street. Engage in a thought-provoking conversation with RTSWS Founder and CEO, Maura Cunningham and RTSWS BOD member, Reginald G. Sanders, CFA, CAIA, Director of Investments at W.K. Kellogg Foundation, where they will discuss Why We Lose Girls in Math in the U.S. at Age Nine and The Demand for Greater Cognitive Diversity in the Financial Industry. You don't want to miss it!

2:00 pm PT/11:00 pm CET

Register Now!

January 27, 2022

Join FPA MI: HELP! I'm out of Control Before my First Cup of Coffee 
Managing your day…we all seek to do that at work and at home but it gets away from us the minute we get out of bed in the morning. The truth is, as women, we are our own worst enemy when it comes to living our lives. You sabotage your ability to be productive by running through life, never taking time to figure out how you'd like to LIVE your life. You have the tools to succeed but because life moves so fast, you don't have time to employ them properly or even at all. This session will have you "pause" long enough to discover the right steps to take to get out of your own way and live the life you always dreamed of…AND enjoying that first cup of coffee!

Some possible outcomes for the session include but are not limited to:

  • Discovering Needs and Values
  • Creating your ideal week
  • Resetting expectations
  • Setting boundaries
  • Planning your day
  • Prioritizing your tasks
  • Dealing with interruptions
  • Avoiding procrastination
  • Taking control of your email
  • Saying NO with grace

11:00 pm to 12:30 pm ET | VIRTUAL

8:00 pm to 9:30 pm CET | VIRTUAL

*Cost:  $15/FPA MI Members and $40/Non-FPA MI Members 
*The first 15 FPA Members who register will receive a "complimentary" copy of Patty's book entitled "But I Might Need it Someday".

Register Now!