Upcoming Events

Milwaukee Finance Intern Networking Event

Please bring your intern and join us for our Intern Happy Hour on Wednesday, July 23 from 4:30-6:30pm at Central Standard Crafthouse. We’d like to introduce local interns to career options for CFA charterholders, provide an opportunity to mingle with financial professionals and other interns, and showcase why Milwaukee is a great place to grow your career! Please pass this info along to any interns you know that might be interested in pursuing a financial career.   Registration is complimentary, but please register so we know how many people may attend. Non-alcoholic beverages will also be available. Wednesday, July 23rd 4:30-6:30pm Central Standard Crafthouse & Kitchen  320 E. Clybourn St. Milwaukee, WI 53202   We look forward to seeing you there! Register Now 

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.