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9/26/2019 12:00 PM9/26/2019 6:00 PM
 ​FinTech Conference: Noise vs. Knowledge

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The catch all term “FinTech” has become synonymous with efficiency, enhancement and automation. However, sorting through the deluge of offerings out there can be time consuming and daunting. By studying the mistakes and successes of others we can make this process of “streamlining the chores” more effective and less expensive with the addition of powerful software that is right for your unique business. Come hear from CEOs, portfolio managers, compliance officers and regulators on what pitfalls to consider when building out your tech stack as well as hear about what is to come in the world of financial software.

Learning Objectives:

  1. Walk away with a framework for considering new technologies in the wealth management business
  2. Get an idea for how other CEOs think about deploying technology in their wealth management firms
  3. Understand how portfolio management software offers differ
  4. Understand how compliance software offers differ
  5. Gain a better understanding for regulatory trends in cybersecurity and FinTech
Who Should Attend:  C Suite strategy, PMs, CCOs, CTOs, CEOs, RIA employees, analysts, portfolio managers, wealth managers. ​

  
10/4/2019 9:00 AM10/4/2019 5:00 PM
​Data Science for Managers:
Applications, Visualization, and Storytelling
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A recent CFA Institute report from May of 2019 titled the "Investment Professional of the Future" highlights that some of the largest trends impacting finance professionals going forward include machine learning, big data analytics, and the utilization of alternative data sources for portfolio construction and analysis. 

Furthermore, the report emphasizes the significance of the interaction between humans and machines in the context of the financial services world, and the fact that much progress is left to be made on closing the related skill gaps. This Data Science for Managers course is a powerful way to build foundational FinTech knowledge, and most importantly, a way to provide those in managerial and executive roles with a fundamental awareness of being able to under the what, the how, and the why behind today's most cutting edge artificial intelligence and machine learning powered frameworks and tools.  

Course Overview
 
The amount of data available to organizations and individuals is unprecedented. In order to maximize the use of these data assets, executives and managers need to know the ins and outs of data projects. They need to understand how data science can help solve a variety of business problems and unlock a plethora of strategic opportunities.

This one-day course equips business and finance managers with an overview of key analytical methods and data science tools required to create competitive advantages and solve difficult business problems. Participants will also learn about fundamental data visualizations and how to effectively storytell to key stakeholders with these visualizations.

This is not a programming-based course. The purpose of this course is to equip business and finance leaders with the right dose of knowledge and technical skills to better evaluate technical proposals, communicate with technical teams, hire technical teams, and use data science is a strategic tool. 

Learning Objectives:
  • High-level overview of data science and big data methods and why it is relevant for finance and business leaders
  • Presentation of use cases and examples from industry of how data science can boost business performance and improve corporate bottom lines
  • Understanding of the data science process and critical challenges
  • Understanding of how to evaluate, interpret and present data science results to key stakeholders and technical teams
  • Course notes, certificate of completion, and post-seminar email support for 1 year
  • An engaging and practical training approach with a qualified instructor with relevant business, technical, and educational experiences
  ​ Who Should Attend:

  • Finance and business executives who supervise teams that identify and execute data analytics and business intelligence projects. 
  • Other junior and senior business professionals who want to better understand how data science can supercharge corporate analytics will also benefit from taking this course. 
Instructor

Zeke Hochberg
Cognitir

Zeke is an experienced educator turned data scientist currently working at Nielsen Marketing Cloud. His team uses machine learning to improve digital advertising audience targeting. Zeke was a high school teacher for five years and is a former Teach For America Corps Member. He first taught in Dallas, Texas, before moving to Brooklyn to be a founding teacher at a new charter high school. Zeke chose to move into data science to combine his interests in math and linguistics and hopes to do more work with natural language processing and deep learning moving forward.

Zeke has a BA in cognitive science from The University of Virginia, and an MA in Teaching from Relay Graduate School of Education.
  
10/16/2019 4:30 PM10/16/2019 6:30 PM

​FBI on Wall Street 

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A one of a kind presentation that uncovers the seminal investigation of Wall Street by the FBI and SEC. Learn how the FBI uncovered the biggest insider trading fraud in U.S. history and the challenges in bringing charges as well as the sophisticated techniques used to change an industry. Our speaker, Supervisory Special Agent David A. Chaves (retired) was senior FBI official assigned to the New York Division for twenty years. He has worked on many high-profile securities fraud cases including Bernie Madoff, Martha Stewart and Martin Shkreli.

What you will learn:
  • ​Learn how insider trading became the FBI’s top white-collar priority
  • Why the FBI turned to wire taps and recruitment of cooperators
  • Psychology of the insider trader: Bias optimism, behaviors, and tendencies
  • Learn CFA Institute’s definition of insider trading
Speakers

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David A. Chaves
Senior FBI Agent (Retired)

Supervisory Special Agent David A. Chaves (retired) was a senior FBI Agent assigned to the New York Division for twenty years. 

He served as the securities fraud program manager for the most visible securities cases prosecuted over the last decade. He is widely recognized as the chief strategist in coordinating these complex white-collar investigations and for infiltrating corrupt participants in the hedge fund industry through the use of sophisticated techniques, undercover operations, and wire taps. 

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​Michael G. McMillan, Ph.D., CPA, CFA, CCEP
Director, Ethics Education and Professional Standards, CFA Insititute

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.
  
10/24/2019 6:00 PM10/24/2019 8:00 PM

​2019 Charter Recognition Ceremony

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Each year, the CFA Society of Washington DC, (CFAW) celebrates the hard work, sacrifice, and dedication of those who have earned their CFA designation. 

On Thursday, October 24, 2019, join us for a very special evening at Sands Capital Management as we present the newest charterholders with their ceremonial CFA charters. Bill Scott, CAE, President & CEO of CFAW will be introducing the new charterholders. Following the ceremony will be a presentation from Kurt Schacht, JD, CFA Managing Director, Advocacy​, CFA Institute ​ and a reception with hosted appetizers, a chance for new charterholders to take photos and network with fellow society members.

This celebratory event happens only once a year and is something you won't want to miss.

Speaker

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Kurt Schacht, JD, CFA
Managing Director, Advocacy​, CFA Institute

Kurt Schacht, JD, CFA, is managing director for policy and regulatory relations at CFA Institute. He oversees global advocacy efforts including regulatory consultations, policy research, standard setter engagement and serves on a range of stakeholder advisory groups engaged on investment management policy issues. 

Thank you to our Venue Sponsor

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10/26/2019 12:00 AM10/26/2019 11:59 PM

​CFA Society Washington DC Practice Exam - Level 1​

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CFAW is pleased to offer CFA® candidates the opportunity to take the practice exam prepared by the CFA Society Boston.

For many years, CFAB has created highly-regarded, full-day practice exams for the three levels of the CFA® exam. CFAB's exam is all new each year, based on the most recent CFA® Candidate Body of Knowledge®.

This practice exam has proven to be a valuable study tool for candidates in the Washington, DC area for many years. The exam is designed to provide experience dealing with exam questions in a timely fashion under test conditions and to highlight strengths and weaknesses.

The practice exam will be administered on Saturday, October 27th at American University - Kogod School of Business. Candidates will take the exam under conditions designed to simulate the actual CFA® exams. CFAW will not grade the exams, but will provide the CFA Boston answer key at the end of the testing session for candidates to evaluate their own performance.

CFAW reserves the right to cancel the CFA Boston practice exam in the event of inadequate pre-enrollment. In such a case, all pre-paid fees will be refunded in full.

Time: Registration begins at 8:30am

           Exam begins promptly at 9:00am

 
Member cost: $65

Non member cost: $75

NOTE: For the real exam in December, CFA Institute requires an international travel passport from every candidate. This policy applies to all new and returning candidates, and is strictly enforced. Please be sure to read the CFA program's identification policy here.
  
10/29/2019 9:00 AM10/29/2019 5:00 PM

Introduction to Python for Business and Finance

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Overview

Python is a high-level, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact, it is one of the most in-demand programming languages today.

Learning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity, Python is a common first programming language for business and finance individuals. 

But, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. 

This one-day, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.
 
What This Course Offers
  • A solid Python foundation
  • Hands-on Python programming experience
  • Introduction to GUIs
  • Overview of different development environments
  • Overview of popular Python libraries
  • Course notes, certificate of completion, and post-seminar email support for 1 year
  • An engaging and practical training approach with a qualified instructor with relevant technical, business, and educational experiences
Who Is This For
This course is relevant for any professionals who want to gain a hands-on introduction to Python. 

  
10/29/2019 9:00 AM10/30/2019 5:00 PM

​Introduction to Python & Introduction to Data Science Bundle

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Introduction to Python for Business and Finance

Tuesday, October 29th, 2019
9 AM - 5 PM

Overview

Python is a high-level, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact, it is one of the most in-demand programming languages today.

Learning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity, Python is a common first programming language for business and finance individuals. 

But, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. 

This one-day, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

For more information on Introduction to Python for Business and Finance​, please click here.

​Introduction to Data Science & Python for Finance​

Wednesday, October 30th, 2019
9 AM - 5 PM

Overview​​

The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average. Finance companies that want to maximize use of this available data require professionals who have a keen understanding of data science and know how to use it to solve meaningful business challenges.

This one-day, hands-on course provides a structured teaching environment where attendees learn the Python programming language as a powerful tool to conduct robust data analyses on finance-related data sets. At the end of the workshop, course participants will have applied the Python programming language and essential data analysis techniques to practical programming exercises to gain experience solving challenging finance-related problems.

Specific area in finance where data science skills acquired from this course can be effectively applied include: sentiment analysis, advanced time series analysis, risk management, real-time pricing and economic data analysis, customer segmentation analysis, and machine learning algorithm creation for financial technologies.

No programming experience required.

For more information on, Introduction to Data Science & Python for Finance​​, please click here.
  
10/30/2019 9:00 AM10/30/2019 5:00 PM
 Introduction To Data Science & Python for Finance

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The amount of data available to organizations and individuals is unprecedented. Financial services sectors, including securities & investment services and banking, have the most digital data stored per firm on average. Finance companies that want to maximize use of this available data require professionals who have a keen understanding of data science and know how to use it to solve meaningful business challenges.

This one-day, hands-on course provides a structured teaching environment where attendees learn the Python programming language as a powerful tool to conduct robust data analyses on finance-related data sets. At the end of the workshop, course participants will have applied the Python programming language and essential data analysis techniques to practical programming exercises to gain experience solving challenging finance-related problems.

Specific area in finance where data science skills acquired from this course can be effectively applied include: sentiment analysis, advanced time series analysis, risk management, real-time pricing and economic data analysis, customer segmentation analysis, and machine learning algorithm creation for financial technologies.

No prior programming experience required.

Learning Objectives:

  • Learn basic foundations in programming and data science
  • Receive an overview of state-of-the-art data science and machine learning methods
  • Discover how finance professionals can use data science to solve real-world problems
  • Understand the advantages of data science and specific analytical methods
  • Obtain hands-on Python programming experience
  • Understand effective data visualization techniques using Python
  • Ability to hit the ground running with executing core data tasks by the end of the course
Who Should Attend?
  • Investment professionals
  • Quantitative traders
  • Event-driven fund managers
  • PE/VC investors
  • Traditional asset managers​
  • Fintech entrepreneurs and/or product managers
  • FP&A and strategy professionals at corporations
  • PE portfolio company operators
  • Private wealth managers
  • Economists
  • IT and tech professionals at financial institutions
  • Management consultants​
Please Note: Participants will need to bring a laptop with them to the course.
  
11/21/2019 7:40 AM11/21/2019 12:30 PM

Career Management Conference:  Strategies for Success

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Join us for the 2019 Career Management Strategies for Success Conference. This half-day event focuses on career advancement in the investment profession and provides relevant and timely strategies. We offer three separate tracks, each designed to provide you with information you can immediately apply: professional soft skills for success, career development skills, and women in finance. Choose the track that’s best for you or attend sessions in different tracks. 

Come engage with seasoned speakers who will provide helpful tools so that you make the right moves at every stage of your career. Whether you are reaching a transition point and determining your next challenge or looking to improve on skills, this conference offers guidance and advice to take you to the next level. 

Learning Outcomes:
  • Learn the changing roles, skills and organizational cultures that affect the career path for investment professionals
  • Learn what a personal brand is, why it matters and how to build one
  • Develop a solid networking plan that will help you gain new connections and build business relationships
  • Gain a thorough understanding of negotiation as a problem-solving process 
  • Understand and overcome challenges facing women in this industry
  • Understand the science of social influence – fundamentals of persuasion
  • Gain insight on the purpose of second and third round interviews and how to prepare
  • Actionable strategies on how to start, build and grow a business
Who Should Attend
  • Investment management professionals of all levels looking to advance their careers
  • Managers wanting to understand how to diversify and improve their own corporate cultures
  • Recruiters seeking to better understand the professional investment market
  • Students considering a career in investment management
  • Those looking to increase their professional set of soft skills
  • Those wanting to stay current or sharpen their soft skills
  • Those considering starting their own business in the financial services industry. ​​
Morning beverages, light snacks and Lunch is included.
  
11/23/2019 8:30 AM11/23/2019 4:30 PM

Schweser Mock CFA® -  Level 1 Mock Exam

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Now that you have prepared and practiced for the CFA® exam, you are ready to perform and put your skills and knowledge to the test. The Live Schweser Mock Exam is as close to the actual CFA exam in format, difficulty, and length as we can make it. The Mock Exam helps develop your test-taking skills, identify your weak areas, and demonstrate your mastery of the CFA curriculum. Afterward, view answer explanations, check your score compared to those of other candidates, and drill deeper into each question with our Mock Exam Tutorial.

The Live Schweser Mock Exam includes:

  • Fully proctored and timed 6-hour exam (two 3-hour sessions)
  • CFA Institute topic weightings
  • Printed answer key and online answer explanations
  • Online scoring and performance tracking with a comparison to other Mock Exam takers
  • LOS and CFA curriculum page references for every question
  • Included Mock Exam Tutorial
Simply click on any question you missed and get an audio and whiteboard explanation of the CFA curriculum material on which the question is based. With approximately 10 hours of targeted instruction at each level, this is the most effective way to fill in the gaps in your knowledge just prior to exam day.

NOTE: For the real exam in December, CFA Institute requires an international travel passport from every candidate. This policy applies to all new and returning candidates, and is strictly enforced. Please be sure to read the CFA program's identification policy here.
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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