Events Calendar

Manage PermissionsManage Permissions
|
Export Event

Title

Investment Trustee Education Webinar Call for Speakers

Event Description

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*:


WEEK 1

Top Down Industry View

Ethics, Professionalism &
Regulation

Economics—Micro, Macro & International Trade

Investment Vehicles & Financial Markets

WEEK 2

Financial Statements

Quantitative Concepts

Investment Management & Identifying and
Documenting Investor Needs

WEEK 3

Debt & Equity

Securities Derivatives &
Alternative Investments

Risk Management &
Performance Evaluation

*  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 kim.cash@cascadecompliance.com

Event Type

Society

Education Topic

 

Start Time

9/10/2019 12:00 AM

End Time

9/10/2019 11:59 PM

City

Various

State/Province

 

Event Country

 

Event Region

Americas

Location Info

 

Speaker

 

CE Credits

No

SER Credit

No

Currency

US

Member Price

0

Non-Member Price

0

Candidate Price

0.00

Registration

Sign-up now for a Preview of the curriculum in a complimentary webinar April 19:


Sign up now to apply to be a speaker at one of these events:


All Day Event

Yes

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 4/11/2019 10:06 AM by melanie.lewis@thede-culpepper.com
Last modified at 4/11/2019 10:06 AM by melanie.lewis@thede-culpepper.com