Upcoming Events

Join us for our August Tap Tuesday!

Mark your calendars for our June Tap Tuesday event! Tap Tuesday is a casual networking social from 5:00–7:00 PM, featuring drinks on tap and snacks to share. No registration is required, simply sign in when you arrive, grab a name tag, and jump into the conversation. Join us on Tuesday, August 11th at Atico Lounge -  Click here   to add to your calendar. We look forward to seeing you and connecting over great drinks and even better conversation.

Join Us for Forward Madison vs. FC Juárez U21!

Join us for an exciting evening of soccer, networking, and great conversation at Breese Stevens Stadium as Forward Madison takes on FC Juárez U21 in an international exhibition match! Event Details ·     Date & Time: 7:00 PM kickoff (Gates open at 6:00 PM) ·     Location: Breese Stevens Stadium ·     Hospitality: Enjoy the match from the Lexus Lounge, where your ticket includes food and beverages.   Pricing ·     Members: $20 ·     Guest of a Member: $40 ·     Non-Members: $75 Important:  Please be sure to provide your email address when registering. Your digital game ticket will be emailed to you prior to the match and will be required for entry into the stadium. Capacity is limited, so we encourage you to register early to reserve your spot. We look forward to cheering on Forward Madison with you while enjoying an evening of networking and great company! Register Now! 

Join Us for Our Annual Member Meeting & Luncheon

We invite you to join us for our Annual Meeting & Luncheon! We'll kick off the event with our Members' Annual Meeting, where we'll reflect on the accomplishments of the past fiscal year and share our goals and vision for the year ahead. This is a great opportunity to hear from Society leadership, stay informed on upcoming initiatives, and connect with fellow members.   🍕 Lunch will be provided. We'll be serving pizza, so please let us know if you have any dietary restrictions when you register so we can accommodate your needs.   Thursday, September 3rd 11:45 am - 1:00 pm   SpringHill Suites 4601 Frey St Madison, WI 53705   There is no registration fee for this event. Register Now!

Join us for our September Tap Tuesday!

Mark your calendars for our June Tap Tuesday event! Tap Tuesday is a casual networking social from 5:00–7:00 PM, featuring drinks on tap and snacks to share. No registration is required, simply sign in when you arrive, grab a name tag, and jump into the conversation. Join us on Tuesday, September 8th at Rusty Bee Lounge - Click here   to add to your calendar. We look forward to seeing you and connecting over great drinks and even better conversation.

CFO Insights: Real Talk

We’re hosting a candid, deep-dive conversation on navigating the volatile macroeconomic landscape with one of the global healthcare industry's most influential and private corporate finance leaders: Tim Toepel, CFO of Epic Systems . Heena Agrawal, CFO of Duluth Holdings Inc., will moderate this exclusive session to dig into the "real talk" of what it actually takes to steer a global healthcare technology company today. We will dive into managing the capital allocation, campus infrastructure, and specialized workforce of a multi-billion dollar private giant, offering a real world application of corporate treasury and financial strategy. Connect face-to-face with Madison-area finance professionals in a private, unscripted setting. For top tier finance talent this offers an exceptional platform to learn from industry leaders and build professional connections.    To view the Speaker's Bio - click here!   Thursday, September 17th 5:30 - 7:30pm   Edgewater Hotel | Mendota Room 1001 Wisconsin Ave Madison, WI 53703   There is no registration fee for this event. Register Now!

Madison Investment Conference

In conjunction with the Hawk Center Reunion, the 14th Annual Madison Investment Conference will be held on Friday, October 2. As we have in the past, our goal is to bring together institutional and private wealth investors, pension fund professionals, leading academics, and investment consultants who will benefit by attending to discuss the important issues of today.  More details will be available shortly.   Registration to the conference is open - click here

Join us for Claude for Investment Professionals - Virtual Event - 11/5

Join us as we welcome Cindy Lin for a hands-on virtual workshop focused on practical AI applications for investment professionals.   Topics include:  ·     An overview of Claude and its latest capabilities for investment research   ·     Getting started with Claude Desktop and Cowork   ·     Using projects, skills, connectors, and scheduled tasks to streamline research workflows   ·     A live demonstration of building an AI-powered economic calendar that can be delivered as a dashboard or directly to Slack   ·     Best practices for privacy, security, and working with financial data     To view the Speaker's Bio - click here!   Virtual Event  Thursday, November 5th 12:00 - 1:00PM  Register Now!

Announcing CFA Institute's 30th Annual GIPS Standards Conference

Join CFA Institute at the 30th Annual GIPS® Conference in Philadelphia, PA.   Join us at the 30th Annual GIPS® Standards Conference, taking place10–11 November 2026 at the Loews Philadelphia Hotel. This milestone event will bring together investment performance professionals from around the world to explore the trends, challenges, and opportunities shaping the industry. Sessions will cover AI and its impact on performance measurement and reporting, private market developments, SEC examinations, GIPS Standards updates, and insights from the GIPS Standards Help Desk. Connect with peers and hear from leading industry and regulatory experts as they share practical perspectives and best practices. Click here for more information!