CALL FOR SPEAKERS
CFA Society Portland and CFA Society Seattle
ARE COLLABORATING ON A 2019
INVESTOR FIRST EDUCATIONAL EVENT
INVESTMENT TRUSTEE EDUCATION WORKSHOP – LIVE EVENT
MAY 29 & MAY 30
INVESTMENT TRUSTEE EDUCATION WEBINAR SERIES
SEPTEMBER 10 – 17 - 24
The curriculum is already developed for the May event, and we need two to three speakers. Ten to twelve speakers are also invited to participate in the webinar series in September. Speakers must be CFA Institute and either Portland or Seattle CFA Society members.
Selected speakers will have the opportunity to develop and present a 20-30 minute educational presentation on one of the following topics*:
Top Down Industry View
Ethics, Professionalism &
Economics—Micro, Macro & International Trade
Investment Vehicles & Financial Markets
Investment Management & Identifying and
Documenting Investor Needs
Debt & Equity
Securities Derivatives &
Risk Management &
* Investment Foundations curriculum developed by the CFA Institute is available for each topic.
Important 2019 dates:
April 19: Consultant/Asset Manager curriculum preview—30 minute webinar
May 3: Deadline for speaker applications
May 29 -30: Live trustee kick-off workshop for 2—3 presenters.
June 14: Submission of webinar slides — 6—8 slides per topic/presenter
September 10 – 17 - 24: Three 90-minute live webinars,
11:30am – 1pm Pacific.
October TBD: Closing live certification/meet the instructors event.
Questions? Email firstname.lastname@example.org