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WEBINAR: Work Smarter with AI: Building Your Own Custom ChatGPT Agent for Finance Professionals

Artificial intelligence is becoming an essential productivity tool across the finance profession—from research and portfolio analysis to client communication, compliance support, and workflow automation. The key challenge is knowing how to use AI effectively, responsibly, and in ways that complement professional judgment.

Join Cindy Lin for an interactive webinar on how financial professionals can design and deploy a custom AI agent using ChatGPT to support a wide range of day-to-day workflows. The session will cover current AI tools used in finance, highlight emerging AI agents, and include a live demonstration showing how to build a custom GPT tailored to your specific professional needs.

Attendees will learn how custom AI agents can assist with tasks such as synthesizing research, drafting client materials, summarizing earnings calls and policy documents, generating scenario analyses, streamlining reporting, and improving overall efficiency—while maintaining appropriate governance and human oversight. This webinar is designed to help CFA charterholders and candidates understand how to thoughtfully integrate AI into their practice to enhance productivity and decision-making.

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Agentic AI Workshop: Build Your Own Custom ChatGPT Agent

As the saying goes, AI won’t replace people — but people who know how to use AI will.

Join us for a hands‑on workshop where you’ll build your own custom ChatGPT AI Agent. Following Cindy Lin’s March 18 webinar on creating custom AI Agents, this in‑person session invites financial professionals to bring their laptops and apply these tools directly to their own projects. Collaborate with peers, exchange ideas, and walk away with practical skills you can put to work immediately.

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WEBINAR: Cybersecurity in the Age of AI

To lead the future of work, we must embrace AI as a powerful productivity partner while maintaining a "zero-trust" approach to our sensitive data. The key to safe innovation is treating every public AI prompt like a public message board: never input real client names, unreleased financials, or proprietary code. By practicing "Anonymize First" strategies—scrubbing specific details before hitting send—and utilizing enterprise-grade tools with data isolation, we can harness the full speed of AI without compromising Bytagig’s security or our clients' trust.

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Five Iron Golf Night! Sponsored by GQG Partners, Victory Capital, and Adams Street Partners

Join us for the fourth annual CFA Society Seattle Spring Golf Night - this year at a new venue! After three great years at TopGolf, we’re bringing the fun indoors to Five Iron Golf in Capitol Hill.

Five Iron features state-of-the-art golf simulators, plus pool, foosball, and shuffleboard, so no matter your skill level, there’s something for everyone. Golf kicks off at 5:30 PM with a dinner buffet and drinks flowing throughout the evening. We’re excited to have GQG Partners, Victory Capital, and Adams Street Partners sponsoring this year’s event!

This is a great opportunity to unwind and connect with fellow members and professionals across the industry. CFA Candidates - we’d love to have you there; you can register for this event and receive member pricing!

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WE PNW | WEALTH AND FINANCE CAREER CONFERENCE

Women in ETFs along with CFA Society Seattle, FPA Greater Puget Sound, and CAIA Pacific Northwest are hosting an all-day event at University of Washington thanks to our friends and sponsors at Computational Finance and Risk Management programs (CFRM), Dept. Of Applied Mathematics.

More information coming soon!

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CFA Society Seattle Book Club: The Philosopher in the Valley: Alex Karp, Palantir, and the Rise of t

Please join us as we discuss The Philosopher in the Valley: Alex Karp, Palantir, and the Rise of the Surveillance State by Michael Steinberger on 5/12/2026 at 6PM PST via Zoom.

In The Philosopher in the Valley, author Michael Steinberger brings a journalist’s investigative approach to the intersection of technology, power, and political philosophy, using the story of Palantir Technologies and its CEO Alex Karp to explore the broader implications of data-driven governance in the twenty-first century.

Steinberger reviews Palantir Technologies, a company that has become a key provider of data-analysis software to governments and large organizations. The book traces Palantir’s origins in the post-9/11 security environment and its growth into a major defense- and intelligence-focused technology firm whose platforms integrate vast datasets to help users detect patterns, make decisions, and manage complex operations. The author also profiles Palantir’s CEO, Alex Karp, as an outspoken Silicon Valley leader—a philosophically trained executive who frames Palantir’s mission in geopolitical and moral terms, arguing that advanced data tools are essential for liberal democracies competing with authoritarian rivals.

At the same time, the book explores controversies surrounding Palantir’s work with law enforcement, intelligence agencies, and immigration authorities, highlighting broader debates about privacy, civil liberties, and the expanding role of data analytics in government. For investors and policy observers, the story illustrates the growing convergence of Silicon Valley technology, artificial intelligence, and national security.

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