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Title

CFA SOCIETY PORTLAND - Women in Finance and Investments – 2021 and Still Trailblazing

Event Description

Hosted by the CFA Society Portland and Jointly Presented with
Portland Women in Investment Management

A 60+ minute Zoom-based panel and conversation focused on the real careers, challenges, achievements and encouragement of local women in financial services today.

  • Let’s get real: our panelists share their career stories
  • In our financial services careers – what’s worked well
  • What’s been – or still is – a challenge
  • My credentials – what are they – how have they been meaningful
  • “If I could change one thing about opportunities in the workplace” …
  • We’ll be taking comments, chat and questions from the audience throughout the session

You Bring the Lunch. We’re bringing you a 60-minute zoom-based panel and conversation
Host - Kim Cash, CFA, CAIA, CIPM, CSCP

Founding Partner at Cascade Investment Compliance & Verification Services, LLC (2017) with experience at RVK and Ashland Partners
Panelist - Amanda Harvey, CFP

Co-Founder & Advisor at Uplevel Wealth (2021) with experience at Vista Capital Partners, Deschutes Portfolio Strategies and Brandes Investment Management
Panelist - Karyn Vincent, CFA, CIPM

Senior Head, Global Industry Standards, CFA Institute with experience at ACA Performance Services and as Founder, Vincent Performance Services LLC
Panelist - Stacey Flier, CFA

Principal and Senior Consultant at NEPC, LLC with experience at CTC/myCFO a


Event Type

Society; Featured

Education Topic

 

Start Time

6/22/2021 12:00 PM

End Time

6/22/2021 1:15 PM

City

Zoom

State/Province

 

Event Country

 

Event Region

Americas

Location Info

 

Speaker

Panel

CE Credits

Yes

SER Credit

No

Currency

US

Member Price

0

Non-Member Price

0

Candidate Price

0.00

Registration

All Day Event

 

Recurrence

 

Event Link

Women in Finance and Investments – 2021 and Still Trailblazing

Event Link Leads To New Tab

Yes

Event Short Info

 

Attachments

Content Type: MyCFA Calendar
Created at 5/26/2021 10:37 AM by melanie.lewis@thede-culpepper.com
Last modified at 5/28/2021 10:00 AM by melanie.lewis@thede-culpepper.com