Upcoming Events

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.  Featured speakers & topics include: U.S. Equities Through 3Q 2026: Volatility, Valuations, and Options-based Positioning | Judy Jansen - J.P. Morgan Asset Management Private Credit: Update on the Latest Trends | Michael Fenstermacher - HPS Investment Partners AI’s Next Frontier: Where Value Accrues & Opportunity Emerges Anthony Wang - T. Rowe Price Investment Services The Pernicious Effects of Passive Investing | Michael Green -Tier1 Alpha Asset Management To view the Speakers' bios: click here Registration to the conference is open - click here Sponsor:

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!