Upcoming Events


  • Wednesday
    28
    October

    Lunch & Learn: A Day in the Life of a Portfolio Manager

    Wed, Oct 28, 12:00 PM - 01:00 PM (CT)
    Free to everyone Get an inside look at a day in the life of a portfolio manager with Jake Seltz, CFA, Brent Miller, CFA, and James Thorson, CFA. Hear firsthand about their day-to-day responsibilities, how they approach investment decisions, and the skills and experiences that have shaped their careers. Whether you’re exploring a career in portfolio management or simply curious about the role, this conversation offers a valuable look behind the scenes. Register
    Minneapolis, MN, United States

  • Tuesday
    10
    November

    2026 New Charterholder Dinner

    Tue, Nov 10, 05:30 PM - 08:30 PM (CT)
    $0 Honorees | $40 Guests of Honorees | $60 Everyone else Formal invitations have been sent to our honorees. Congratulations to our special honorees who will be recognized at the New Charterholder Dinner.  This event honors all those who earned their CFA Charter or passed Level III of the CFA Exam since our last ceremony.  Join the festivities and help us celebrate! Tickets include dinner and a glass of wine. All members are welcome to attend and celebrate with our honorees. Agenda: 5:30 pm - Opening Reception 6:30 pm - Dinner Served 6:45 pm - Keynote Speakers 7:10 pm - Honoree Recognition 8:30 pm - Wrap-up Register
    Minneapolis, MN, United States

  • Tuesday
    17
    November

    Morning Coffee Social - November 2026

    Tue, Nov 17, 07:30 AM - 08:30 AM (CT)
    Join us for a morning coffee social! Don’t have time for an after-work social? Love coffee? Are you a morning person? All great reasons to join us at Hepcat Coffee! Register
    St Paul, MN, United States

  • Thursday
    11
    February

    2027 Annual Dinner - Save the date!

    Thu, Feb 11, 05:00 PM - 09:00 PM (CT)
    Save the date for our 2027 Annual Dinner!
    Minneapolis, MN, United States

  • Thursday
    25
    February

    2027 Research Challenge Local Finals

    Thu, Feb 25, 03:00 PM - 08:00 PM (CT)
    The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company and then write a research report on their assigned company with a buy, sell, or hold recommendation.  Each Research Challenge season leverages the efforts of over 150+ CFA member societies, 3,500+ member volunteers, and more than 5,000 students from over 1,000 universities. The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real-world competition.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.   ​Agenda 2:45-3:00 pm - Gather 3:00 pm - Kick-off presentation 3:15 pm - Presentations begin 4:30 pm - 20 min break 6-8 pm - Judges deliberate, reception 2026-2027 Participating Universities: Bethel University College of Saint Benedict/Saint John's University Concordia College North Dakota State University St Cloud State University University of Minnesota Duluth University of MN Twin Cities University of North Dakota University of Wisconsin - River Falls   2026-2027 Subject Company: Hawkins (HWKN) Learn more about the Research Challenge Registration coming soon
    Eagan, MN, United States

Events Calendar

Looking for past events? Visit our events calendar.

Events Calendar

Cancellation Policy
We recognize that scheduling conflicts can arise. Our cancellation policies vary by event, but typically, if you cancel at least two days prior to the event, we will issue a refund. To initiate this refund, please contact us.

Professional Learning (PL) Credits
PL credits are automatically applied to members who are also CFA Institute members. Generally, 1 hour of content = 1 PL credit.

Bringing a Guest
Guests need to have their own free CFA Institute account. As host, you are welcome to create this account for your guest. Guest Enrollment only requires First Name, Last Name, and a valid Email Address. 

On-site registrations will be allowed as available and are payable with check, credit card, or cash.

Event Code of Conduct

View our event code of conduct here.

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