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A Member of the CFA Institute Global Network of Societies

  
  
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Event Description
  
7/9/2020 5:30 PM7/9/2020 6:30 PM

​Virtual Trivia Game Night Fundraiser

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CFA Society Washington DC has partnered with TriviaHub for a night of trivia competition for a good cause! Invite your friends and colleagues to join your team and test your knowledge to compete for CFAW bragging rights! Want to play but don’t have a team to compete with? No problem! you’ll be grouped with other players or added to a team.

Space is limited so gather your team and register today! 

100% of your registration fee will be donated to World Central Kitchen, who have transformed the field of disaster response to help devastated communities recover and establish resilient food systems. They are currently hard at work connecting with hundreds of restaurants and kitchens around the country to feed vulnerable communities and medical professionals bravely working on the front lines of the COVID-19 pandemic.

How it works:
  • Teams of 4-5 people will compete in this virtual trivia competition
  • Each team will designate a team Captain. The captain will be in charge of submitting your team's answers at the end each round
  • Players will be able to converse about answers with each other in private Zoom breakout rooms
  • The team with the highest score at the end wins a prize and bragging rights!
How to Register:
  • Click the “Register” button and register only yourself
  • If you are on a team, add your team members or team name
  • Want to play, but don’t have a team? No problem! We’ll assign you to a team. You will be grouped with other single players or added to a team.
  
7/21/2020 4:00 PM7/21/2020 5:15 PM

Ethical Decision-Making Workshop
July 21 | 4:00 PM - 5:15 PM ET

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Together, let's explore "how to do the right thing even if no one is watching."

  • Can ethics be dangerous to your career?
  • What should you do if you are asked to do something that you believe is illegal or unethical?

Although ethical dilemmas are a normal and predictable part of the workplace, they can be damaging to a professionals' career if they are not prepared for the organizational challenges that may test personal values and a commitment to doing the right thing.

This interactive webcast examines a real-life dilemma that investment industry professionals may face in their careers, and that may not have a clear right or wrong response. Participants consider potential courses of action to address the issues involved and vote on one they believe is best, which sparks lively discussions and reveals unique perspectives. Participants will also learn about the CFA Institute Ethical Decision-Making Framework and how they can use it to analyze a situation or dilemma.

Speakers:
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Michael G. McMillan, CFA, PhD, CPA, CCEP
Director, Ethics Education and Professional Standards,
CFA Institute


Dr. McMillan joined CFA Institute in October of 2008 after more than a decade as a professor of accounting and finance at Johns Hopkins University’s Carey School of Business and George Washington University’s School of Business. Prior to pursuing a career in academia, he was a securities analyst and portfolio manager at Bailard, Biehl, and Kaiser and Merus Capital Management in San Francisco, California.

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Senior Director, Wealth Manager,
BNY Mellon Wealth Management

Victor Krasij is a Senior Wealth Manager in the McLean, VA office of BNY Mellon Wealth Management. In this role, he works directly with clients to address their investment and wealth management needs.

This program has been granted 1.5 CFP CE Credit.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

  
7/28/2020 11:00 AM7/28/2020 12:00 PM
​The Economic Impact of COVID-19 & The Impact on Markets
July 28 | 11:00 AM – 12:00 PM ET

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As uncertainly about COVID-19 persists, financial markets around the world have staggered. The global economic damage is already evident and represents the largest economic shock the world has experienced in decades. Governments continue to support the economic recovery and asset prices via an unprecedented amount of liquidity and fiscal stimulus. There is much uncertainty and many questions. 

Join CFA Society Washington, DC during this informative webcast as our speakers offer their perspectives on what must happen for the global economy to return to ‘normal’, what shape of economic recovery will the U.S. experience (swoosh-shaped, V-shaped, W-shaped), what are the longer-term expectations for interest rates and GDP growth, what activities may never return, which aspects of the “new normal” will become permanent and much more.

Speakers:

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Katie Kolchin, CFA
Director of Research
SIFMA

Ms. Kolchin is an experienced global equity research analyst, with a unique background focused on market infrastructure and capital markets more generally. 

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M. Ayhan Kose

Director, Prospects Group
Equitable Growth, Finance, and Institutions
World Bank Group

Ayhan Kose is Director of the World Bank Group’s Prospects Group. In this capacity, he leads the Bank’s work on global macroeconomic outlook, financial flows, and commodity markets.

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David Lefkowitz, CFA
Head of Equities Americas
UBS Global Wealth Management

David is Head of Equities Americas in CIO Global Wealth Management. He has 25 years of experience as an equity analyst, portfolio manager, and strategist. 

Moderator:

Regional President in Washington, DC
BNY Mellon Wealth Management

Camille is the Regional President for BNY Mellon. In this role, Camille oversees all aspects of Wealth Management product portfolio and client relationship management in the DC Region. 
  
7/29/2020 4:00 PM7/29/2020 5:30 PM

[Webcast] Your Resume Vs. Your LinkedIn Profile - What You Need to Know

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This is a FREE Members Only Event 

Is your resume communicating how you can help a prospective employer in the 15 seconds a hiring manager is going to look at it?  Are the keywords in your LinkedIn profile strategically placed to improve your likelihood of being spotted by an employer? In this webinar, Robert Hellmann of Hellmann Career Consulting will review actual client examples of successful resumes and LinkedIn profiles. You'll get the facts straight about what works, what doesn't, and the important differences between these two essential mediums. In the process, you’ll learn how to craft a compelling resume and profile that will help you get and ace interviews.  Specifically, we’ll cover:

  • How to write powerful resume and LinkedIn profile bullets
  • Nine resume “do’s” and six resume “don’ts” that will debunk alot myths and save you time
  • How to take maximum advantage of LinkedIn’s search algorithm, to improve the odds of a hiring manager spotting your profile 
  • How to address common issues, like gaps in your resume, too-much or too-little experience, or job-hopping
  • What you need to know about adapting your resume for your LinkedIn profile
Speaker:
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President, Hellmann Career Consulting

Robert Hellmann, President of Hellmann Career Consulting, has helped over 1,000 individuals to achieve career success and dozens of organizations to improve effectiveness via executive coaching and workshops.  Rob is a LinkedIn-Certified Professional Recruiter, and has been in private practice since 2003.  As a career coach and executive coach, Rob helps clients almost every day to define and achieve their career and job-search goals, develop as managers and leaders, and navigate through challenging work situations.

This event is sponsored by CFA Society Washington, DC, CFA Society Philadelphia and CFA Society Los Angeles.
  
8/19/2020 4:00 PM8/19/2020 5:30 PM

​Turn Job Interviews into Offers

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This is a FREE Members Only Event 

Have you ever walked out of an interview thinking it went well, but then you didn’t get the job?  Or felt a great conversation come to a halt as soon as you answered their salary question?  Perhaps in one interview you felt a bit too nervous, or you simply want to polish up your interviewing skills. If any of these are true for you, then you’ll want to attend this webinar. Robert Hellmann of Hellmann Career Consulting will share field-tested strategies and techniques (and dispel myths) that will boost your likelihood of acing the interview.  We’ll cover:

  • A strategic, consultative sales approach that will put you ahead of the competition
  • How to handle salary questions and difficult interview questions they’re likely to ask you
  • What to do when they ask you about your weaknesses
  • The three things companies look for in a candidate, and how to prepare
  • The three questions you must ask to ensure the interview's success
  • How to turn a "No" into a "Yes"
Speaker:
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President, Hellmann Career Consulting

Robert Hellmann, President of Hellmann Career Consulting, has helped over 1,000 individuals to achieve career success and dozens of organizations to improve effectiveness via executive coaching and workshops.  Rob is a LinkedIn-Certified Professional Recruiter, and has been in private practice since 2003.  As a career coach and executive coach, Rob helps clients almost every day to define and achieve their career and job-search goals, develop as managers and leaders, and navigate through challenging work situations.

This event is sponsored by CFA Society Washington, DC, CFA Society Philadelphia and CFA Society Los Angeles.
  
9/23/2020 4:00 PM9/23/2020 5:30 PM
​Effective Salary Negotiation: 

Earn Thousands in Minutes

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This is a FREE Members Only Event

Many of us are so happy to receive an offer for a job we want that we say “yes” way too quickly!  A more effective approach involves discussing the offer with them, since once you receive an offer, all the leverage has switched from them to you; they aren’t thinking about your competitors anymore!

In this webinar, Robert Hellmann of Hellmann Career Consulting will share a strategic approach to negotiating your compensation that will usually enable you to increase your income on the spot. We’ll also discuss techniques for negotiating the job, so you are set up for long term success.  Areas we will cover include:

  • Enhancing your negotiating leverage by taking the right actions during the interview (and avoiding the wrong ones)
  • What to do and say as soon as you get the offer
  • What can be negotiated (and what can’t)
  • The importance of negotiating the job as well as the salary
  • Why and how severance should be included in your negotiation
  • The key role of research in improving your leverage
Speaker:
President, Hellmann Career Consulting

Robert Hellmann, President of Hellmann Career Consulting, has helped over 1,000 individuals to achieve career success and dozens of organizations to improve effectiveness via executive coaching and workshops.  Rob is a LinkedIn-Certified Professional Recruiter, and has been in private practice since 2003.  As a career coach and executive coach, Rob helps clients almost every day to define and achieve their career and job-search goals, develop as managers and leaders, and navigate through challenging work situations.

This event is sponsored by CFA Society Washington, DC, CFA Society Philadelphia and CFA Society Los Angeles.
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Disclaimer​​​

The views expressed by the speakers do not necessarily reflect the views of policies of CFA Society Washington, DC, its Board of Directors or its members. CFA Society Washington,​ DC does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same


 

​Contact Us
CFA Society Washington, DC
1401 New York Ave. NW, Suite 330
Washington, DC 20005
Phone: +1 (202) 872-4310
Fax: +1 (202) 315-3332
info@cfawashington.org