VIRTUAL: MCP for Financial Workflows

When:  Wed, Jul 22, 2026 from 12:00 PM to 01:00 PM (PT)
Associated with  CFA Society Seattle

This workshop provides a practical introduction to Model Context Protocol (MCP) and how it can be used to extend the capabilities of various LLMs. We will cover a range of MCPs, from financial data tools to other use cases, and highlight startups building analytics agents and developing their own MCPs to connect with LLMs. Attendees will leave with a clearer understanding of how MCP works and how to apply it across different models and workflows.

Cindy Lin is the Founder of Mindful Data, an AI innovations newsletter focused on applications in quantitative research and finance. She is also a faculty member at WorldQuant University, where she teaches quantitative finance. With over 20 years of industry experience, Cindy has held senior quantitative roles, most recently as Senior Director of Data Sciences and Quantitative Portfolio Manager at Bundles. Her work centers on leveraging open-source and AI tools to streamline workflows and broaden access to careers in finance. Cindy also serves as a committee member of 100 Women in Fintech, where she supports and mentors future financial professionals.

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