Upcoming Events

Betty Lou Cruise Networking Event

Join your fellow CFA Society Madison members and guests for a summer evening cruising Lake Mendota. We'll start at the Mariner's Inn and take a three hour ride along the lake's beautiful shoreline.  Sights include Governors Mansion, State Capital, UW Campus, natural areas and lakefront estates.  Complimentary appetizers and beverages will be available so come and enjoy a relaxing evening while cruising Lake Mendota.  Thursday, August 21st 6:00 - 9:00 pm Attendees need to be at the dock by 5:45 pm Register now  Registration Fee: Members - $25 | Guests of Members - $45 | Non-Members - $100

Announcing CFA Institute's 29th Annual GIPS Standards Conference

Join CFA Institute at the 29th Annual GIPS® Conference in Phoenix, AZ!   Join us for the return of our premier event for performance, investment, and compliance professionals from both investment management firms and asset owners to learn about the newest developments with the Global Investment Performance Standards (GIPS® standards).  This year’s conference will feature sessions on best practices for complying with the GIPS standards, the SEC Marketing and Private Fund Adviser rules and related exam matters, and the use of AI in investment management.    Join CFA Institute at the Sheraton Grand at Wild Horse Pass in Phoenix to hear from industry experts and network with industry colleagues.   Access full conference information, including hotel rates and registration options, by  clicking here .  For an additional $100 off in-person registration enter discount code GIPSAZ.  For those who can’t make it to Phoenix, CFA Institute offering a Digital Content Package that includes select recordings from live sessions along with additional content from CFA Institute and the sponsors. The content will be available between 1 December 2025 and 31 January 2026 and is included with the cost of in-person registration.