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Event Description
  
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.
  
9/29/2020 5:00 PM9/29/2020 6:00 PM

Join us for the first member-organized Book Club of 2020! The first book selection is Bad Blood: Secrets and Lies in a Silicon Valley Startup by John Carreyrou. 

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The book chronicles the rise and fall of Theranos, a high-flying company whose leaders promised to change the world with revolutionary blood-testing technology.  It's a fascinating story about ambition and ethics (or lack thereof).

Spoiler alert! Read most of the book, if not all, before the group meets!

  
9/30/2020 11:00 AM9/30/2020 12:00 PM

​How has COVID-19 Affected the RIA industry?

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Amid one of the most abrupt economic, health, and cultural shocks that the world has experienced, no individual or business was spared from the COVID-19 pandemic. During the month of March, Assets Under Management (AUM) fell off with the declines in market values as wealth managers and money managers were forced to seek a new approach.  For some, it was a scramble to keep clients in the door. For others, it was an opportunity to tax loss harvest. Still, for others, it was a good reason to update their business strategy and think about updates to technology. 

On Wednesday, September 30th, come hear about how the RIA industry changed over the grueling months YTD in 2020 from a panel of some of the most forward-thinking RIAs in the Washington DC area.

Learning Objectives:
  1. Reflect on trends in the RIA industry
  2. Learn about how the COVID crisis was a catalyst for change
Who Should Attend? 
  • C Suite
  • Portfolio Manager
  • Advisor
Speakers

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Phil Nuttall
Director, Wealth Management

United Income

Phil is currently the Director of Wealth Management at United Income - the new digital centered financial advice business of Capital One. United Income is a software based integrated financial planning and wealth management solution formed as an RIA. Phil leads United Income's team of financial advisers currently spread across 8 states.

 
Prior to his role with UI, Phil ran the Wealth Management business for HSBC Bank in the Mid-Atlantic and New Jersey; a hybrid Broker-Dealer/RIA which showed significant growth in AUM, client base and revenues during his tenure. 

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Principal, Co-CEO
Sullivan Bruyette Speros & Blayney (SBSB)

Greg Sullivan is a Principal and Co-CEO of Sullivan Bruyette Speros & Blayney (SBSB). 

Greg enjoys making an impact on the firm in its continued growth and development as well as providing financial advice to high net worth and ultra-high net worth clients. He co-founded the firm in 1991 and has over 35 years of business, investment management, and financial planning experience.

Moderator:
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Thomas E. Galgano Jr., CFA
Sales Executive
The Vanguard Group

Tom Galgano is a sales executive for The Vanguard Group based in Nashville TN. Tom works with over 300 RIA firms across 5 states and the District of Columbia and has spoken at countless CFA, FPA, NAPFA, estate planning and conference events across the country on topics such as economics, practice management and portfolio research. Tom is currently a CFA charter holder and attended Bartley Business School at Villanova University. Tom is a member of the CFA Society Washington, DC as well as the co-chair of the Programs and Education Committee and has been leading the RIA subcommittee programs for over 3 years. Tom has been with Vanguard for over 9 years. 

This program has been granted 1 CFP CE Credit.
CFP CE.png
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.

Supported by the CFAW RIA Subcommittee
  
10/6/2020 1:00 PM10/6/2020 4:30 PM

​Part 1: ​Introduction to Python for Business and Finance

This is a Virtual Instructor - Led Training (VILT)
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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 virtual, interactive class will be held over two sessions on October 6 and 8 from 1:00 PM - 4:30 PM ET. The 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
  • 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.


This Virtual Course is Instructed by our training partner, Cognitir.
  
10/8/2020 12:00 PM10/8/2020 1:00 PM
​The Living Zoom: 

Maximizing the Strength of Your Connection

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Free Member Event 

Thursday, October 8th| 12:00 PM - 1:00 PM ET

Thriving and surviving in the new era of virtual presenting.

Presenting virtually to clients, colleagues and even family members requires adapting and adopting to the new demands of digital meetings. The stakes are high; much of our success depends on our ability to communicate effectively. Yet there’s little guidance today for virtual presenters beyond the technical requirements, and audiences are quickly losing patience with flawed and failed meetings.

Join CFA Society Washington, DC for a program specifically for financial professionals, and discover ways to adjust your setup, setting and speaking so that you can thrive and survive in the new era of virtual presenting.

Welcome to our living Zoom.

Attendees will learn:

  • Ways to engage and interact with virtual audiences for a more compelling presentation
  • Preferable backgrounds – they have changed from professional to personal.
  • The 6-minute changeup: keeping your audience engaged is more challenging in the virtual setting. 
  • Ways to create a better image with simple adjustments to your background
  • Ways to simplify tasks and technology by using checklists similar to those used by airline pilots

Program toolbox: from principles to practice
  • A research-base checklist for the virtual setup, setting and speaking.
Speaker:
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Director of Creative Campaigns,
Invesco 

Lisa is a national speaker and the developer of many of Invesco’s practice-building programs including the “Your Prosperity Picture” workshops for women investors, “The New Retirementality,” and “T.E.A.M. Dynamics.” She is coauthor of the book, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. 

Lisa has been a keynote presenter at hundreds of industry conferences, as well as a Pennsylvania Treasury Department statewide tour and “The Possible Woman” conference with Ann Richards. She has been featured in media including Business Week, the New York Times, NBC News Philadelphia, NPR’s  Marketplace Weekend and Fund Marketing Alert. Lisa is also trained as an improv actor and occasionally writes comedy sketches for Invesco-hosted meetings. 

Prior to joining Invesco in 2010 when the firm combined with Van Kampen Investments, she spent 12 years with Van Kampen’s Consulting Group, (now known as Invesco Global Consulting), a group dedicated to helping financial professionals get, keep and grow business. Before that she completed a ten-year stint in advertising account management, including a two-year engagement as an account supervisor at DDB Worldwide. Lisa holds a BS in journalism with a concentration in speech communications from the University of Illinois and earned her Registered Corporate Coach designation in 2004. 

This event is in partnership with Invesco  
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This program has been granted 1 CFP CE Credit.

CFPCE.png
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.
  
10/8/2020 1:00 PM10/8/2020 4:30 PM

Part 2: ​Introduction to Python for Business and Finance

This is a Virtual Instructor - Led Training (VILT)
0_Bq9czVoOSydbQUQ0.jpg
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 virtual, interactive class will be held over two sessions on October 6 and 8 from 1:00 PM - 4:30 PM ET. The 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
  • 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.


This Virtual Course is Instructed by our training partner, Cognitir.
  
10/15/2020 4:00 PM10/15/2020 5:00 PM

Virtual Chat with Fed Expert: Danielle DiMartino Booth
Thursday, October 15 | 4:00 - 5:00 PM ET

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Join us on Thursday, October 15 at 4 PM ET for a live webinar discussion with Danielle DiMartino Booth, a global thought leader on monetary policy, economics, and finance. Ms. DiMartino Booth will discuss how she navigated her career path and share insights on the current macroeconomic and investment environment in the U.S. and globally. Among other topics, we will do a deep dive on where Danielle sees trouble for the economy, including heavy levels of corporate debt, skyrocketing bankruptcies, and the potential impact of demographic shifts on the real estate market. She will also address what a Democratic sweep of November elections could mean for the government agenda and central bank policy and the likely effect on inflation and asset prices.

Learning Objectives:
  1. Gain insights on career management and paths to advancement
  2. Gain a better understanding of the current economic and investment environment in the U.S. and globally
  3. Gain a better perspective on the Fed's policy decisions and its role in shaping the investing landscape
Who Should Attend:
  • Portfolio Managers
  • Traders
  • Research analysts
  • Financial Advisors
  • Economists
  • Risk Management Professionals
  • Finance students
  • C Suite
Speaker
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CEO & Chief Strategist,
Quill Intelligence, LLC

DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered with the goal of not only guiding portfolio managers, but promoting financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.

Since inception, commentary and data from DiMartino Booth’s The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.

A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.  She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.

Moderator:
Equity Analyst, CFRA, Equity and Fund Research

Pauline Bell is an equity analyst at CFRA Research, conducting fundamental analysis and valuation assessment within the U.S. Regional Banks, Canadian Diversified Banks, and Investment Banking & Brokerage areas. 

Prior to joining CFRA, she worked as a loan officer for the Export-Import Bank of the United States, specializing in project and export finance with a focus on the energy and satellite transactions. Prior to that, she was an analyst with a boutique private equity firm in Washington, DC. She currently serves as a board member of the Washington Association of Money Managers and is the Subcommittee Co-Chair for Women’s Investment Network, CFA Society of Washington, DC. 

Supported by the WIN Subcommittee
  
10/28/2020 9:00 AM10/28/2020 12:00 PM
​The Future of Asset Management Regulation 
Politics, and Policy, and Portfolios 

Future of Asset Mgmt Regulation.jpg
Wednesday, October 28, 2020 | 9:00AM – 12:00PM
 
What does the future hold for asset management regulation? This marquee conference is dedicated to answering that very question. 

You are invited to join us for an insider’s view during this half-day virtual conference dedicated to the future of both institutional asset management and wealth management. Our panels of preeminent political experts, senior regulators, and industry executives will candidly examine current trends and explore possible future regulatory developments. Additionally, you’ll hear from a panel of industry insiders who will share their thoughts on how politics will influence policy and how the elections will affect the course of asset management regulation.
 
LEARNING OBJECTIVES:  
  • Understand key features concerning the regulation of institutional asset management and wealth management
  • Examine some of the policy issues that regulators face
  • Explore how the national elections can influence asset management regulation
Who should attend:  Any investment professional interested in how asset management regulation is likely to evolve. This could include:

  • Asset Owners and Managers​
  • Attorneys​
  • Compliance Officers​
  • Financial Advisors​
  • Portfolio Managers​
  • Wealth Managers​
  • Analysts​
  • FInancial market researchers​
*This event is in-house and is not being broadcasted‎ or recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society Washington, DC’s code of conduct. 

This program has been granted 3.5 CFP CE Credit.
CFP CE.png
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.

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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