Upcoming Events

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WEBINAR: Opportunity Zone Fund Legislation Update and Outlook

The passage of the One Big Beautiful Bill Act (“OBBBA”) last year brought important revisions to the Opportunity Zone program—most notably, permanence within the tax code and greater clarity for investors. Join us for an exclusive presentation where Nick Rosenthal, Co-Chief Executive Officer of Griffin Capital Company, breaks down the key provisions shaping the future of the QOZ program and what these changes mean.

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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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