Sign In


​                           wim1.png

This collaboration is modeled after the CFA Institute Women In Investment Management (WIM) Initiative. CFA societies and FPA chapters around the country have joined efforts to further our shared goals of inclusion and diversity in capitalism.

This is a grassroots campaign:
· To empower female professionals across all facets of the finance industry
· To support the advancement and development of female leaders, as well as to celebrate their
· To establish a broad-based community and share resources to promote our shared vision
· To create demand for diversity



Despite immense progress towards diversity, the reality remains that there are still relatively few women in senior leadership roles and even fewer minority women. This means that women often lack the natural mentorship and sponsorship that tends to take place at the middle and senior levels, necessitating that they work harder to establish their own support network.

Women, as the minority in the finance industry globally (regardless of country and geography), are the universal diversifier. 

We see the new world of virtual programming as an opportunity—to build a broader community that is geography-agnostic, to share resources and information for the ultimate benefit of our combined member base, and to create high quality programming that celebrates the accomplishments of female leaders, while empowering each of our members in their personal career journey.

Our initial goal with this collaboration is:
  • To create a unique program series that provides exceptional professional development guidance  and showcases talented, accomplished female leaders in the finance industry
  • To co-market high quality programming of the participants of this collaboration, in the same vein
  • To offer valuable networking opportunities for our member base

Elevating and showcasing talented, accomplished women has a powerful impact on the diversity dialogue. To see that women from all backgrounds and cultures can and do succeed at the highest levels of finance can be both empowering to other female professionals and inspiring to those who come after us. We hope that this initiative will help to inspire young female professionals to shoot for the highest positions of leadership within their organizations.

Establishing a support network is critical to career success and perhaps more important than ever as many of us adjust to a virtual work environment. This collaboration will enable enhanced networking opportunities at all levels and facilitate the formation of a peer support system for members.


The Collaborative WIM program series includes events on:

  • M&A and the COVID-19 Impact: Crisis or Opportunity?” with Stephanie Cohen, Chief Strategy Officer of Goldman Sachs (hosted by CFA Society Chicago on 29 September 2020)
  • “Gender Gap Investing” with Nannette Hechler-Fayd’herbe, Chief Investment Officer of International Wealth Management and Global Head of Economics & Research of Credit Suisse (hosted by CFA Society Switzerland on 3 December 2020)
  • “Hack Your Own Brain” with Dr. Karolien Notebaert, Founder of One-Step Ahead, Notebaert Consulting (hosted by CFA Society Indianapolis on 12 January 2021)
  • “The 10 Marketing Tools You Never Knew You’ve Always Needed” with Sheryl Hickerson, CEO, Females and Finance (hosted by FPA Austin on 12 January 2021)
  • “Secrets of Wealthy and Successful Women” with Veronica Dagher, Co-Creator, Wall Street Journal Podcast Series: Secrets of Wealthy Women (hosted by Women Investing in Security and Education on 26 January 2021)
  • “Break Free from Imposter Syndrome: Embrace Your Confident, Capable Self” with Michelle Galloway, Of Counsel at Cooley (hosted by CFA Society Indianapolis on 3 February 2021)
  • “The Myth of Fearlessness” with Mary Poffenroth, STEM Faculty at San Jose University (hosted by CFA Society Los Angeles on 6 May 2021)


Receive updates on the latest news and events! Subscribe to our emails by selection one of the following:
Professionals  |  Students 

Don't forget to follow us on our LinkedIn Collaborative WIM Initiative page!