Upcoming Events

The Path to the Boardroom

In today’s complex business environment, companies are facing new challenges at an unprecedented rate and governance has never been more important. Join us for an informational discussion exploring the path to corporate board membership. The interactive session will feature consultants from Egon Zehnder, one of the largest global leadership advisory firms, who will share comprehensive strategies and actionable advice for prospective board seekers.     Key Topics Include:  Overview of the Corporate Board Selection Process  Essential Qualifications and Attributes Sought by Boards  Crafting an Effective Board Bio and Elevator Pitch  Building a Network and Navigating Board Opportunities  Strategies for Advancing Your Candidacy    Speakers: Kathryn Rogers - Egon Zehnder Jeremy Lisnoff, CFA - Egon Zehnder To view the bios -  click here! Thursday, April 10th 3:45 pm - 6:15 pm The Edgewater 1001 Wisconsin Place Madison, WI 53703 Register Now!

Tap Tuesday - Networking Event Series

Join us our next Tap Tuesday! We will be hosting a networking social event from 5-7 pm with drinks on tap and snacks to share. No registration required, sign in when you arrive and put on a name tag as you join the group. Join us on Tuesday, April 22nd at Working Draft Beer Company.  Click here  to add the event to your calendar.

2025 Madison Investment Conference

Early Bird Seats Available - Do Not Miss Out! Register Now! CFA Society Madison and the State of Wisconsin Investment Board (SWIB) are proud to once again present the Madison Investment Conference to be held on Thursday, May 15. 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.   Featured speakers include: Global Market Outlook & the Evolution of AI - Stephanie Aliaga – J.P. Morgan Asset Management The End of U.S. Exceptionalism?  - Som Priestley - T. Rowe Price Real Estate Debt Market Update & Current Opportunities  - Andy Rubin - Fidelity Investment Understanding Private Fund Performance  - Namiko Saito - Dimensional Fund Advisors Systematic Active Equity - Jeff Shen – BlackRock Private Credit Outlook - John Toronto - Oak Hill Advisors To view the Speakers' bios: click here . Thursday, May 15th  8:15 - 8:45 am - Registration & Breakfast  8:45 - 4:15 pm - Program Venue The Monona Terrace One John Nolen Drive | Madison, WI 53703  Fees:  CFA Society Members: $125 (Limited Early Bird registration $99) General Conference Rate: $200 (Limited Early Bird registration $149) Register Now! Cancellation Policy :  No refunds will be issued for any cancellations within 72 hours of the conference start. Substitutions from the same company are acceptable. 

Tap Tuesday - Networking Event Series

Join us our next Tap Tuesday! We will be hosting a networking social event from 5-7 pm with drinks on tap and snacks to share. No registration required, sign in when you arrive and put on a name tag as you join the group. Join us on Tuesday, June 10th at Capital Brewery.  Click here  to add the event to your calendar.