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September 2025 Update

By Frederick L. Burkhardt posted 22 Sep, 2025 12:10 PM

  

Hi CFA Society Vermont,

Happy September! Welcome to the Start of Fall! The leaves are glorious in their splendor and it is beautiful across the great state of Vermont!

Upcoming Events

Paul Willen, principal economist and policy advisor in the Federal Reserve Bank of Boston Research Department, will present on the national economic outlook at our Annual General Meeting on October 7th from 6pm-8:30pm at the Burlington Country Club at 460 Country Club Rd, Burlington, VT 05401 in Burlington, Vermont.

Dr. Willen conducts academic research with a focus on real estate and mortgage markets to support of the policy mission of the Federal Reserve. His duties include everything from advising policymakers to testifying in Congress to educating the public about the workings of the mortgage market to publishing articles in top scholarly journals. His research on the 2007–2008 Global Financial crisis was featured in virtually every major newspaper in the country. Dr. Willen did his undergraduate work at Williams College, earned his PhD from Yale, and has taught at Princeton, the University of Chicago, MIT, and Harvard.

Financial Modeling – Win a Trip to Las Vegas

Order.Co is running an Excel challenge with the top performer from each track winning an all-expenses-paid trip to Las Vegas to compete in the Microsoft Excel World Championship in December. The case closes on September 26 at 12 PM Eastern. We would love to have people from Vermont represent! If you are also able to be the top player and beat the pro in the Order.co case, Order.Co will provide an extra $10,000 on top of the trip! The sign-up link is below.

https://get.order.co/fmwc-2025/

 

CFA Research Challenge in Vermont

We are looking forward to the CFA Research Challenge in Vermont this year and are looking for volunteers. We are grateful to all that have helped in the past. If you are interested in serving as an industry mentors, report grader, or judge, we would love your help! 

Looking forward to seeing you at a CFA Society Vermont Event soon!

Best Regards,
Fritz