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3/3/2021 12:00 PM3/3/2021 1:00 PM
​The Golden Hour
The Golden Hour.JPG

Wednesday, March 3rd, 2021| 12:00 PM - 1:00 PM

 This is a FREE Members Only Event 

Clients mentally leave their financial professionals months before their money does. This is how those financial professionals might win them back while they still have time.

Built to be an effective and implementable client retention model

Losing a top client is never a pleasant experience. Worse still, research shows that 72.2%1 of financial professionals lose one top client per year. This makes everyone have to run harder just to maintain present production levels, and it hamstrings organic growth. However, research shows it does not have to be this way and that it is surprisingly simple and easy to maintain top clients—the very clients that form the foundations of the viability of financial professionals' businesses. In fact, by breaking one bad habit and making another, financial professionals can easily maintain client relationships for their careers. Most client retention models are so intensive and time consuming as to prevent most financial professionals from ever using them. “The Golden Hour” model aims to deliver maximum benefit at a truly implementable level.

Program toolbox: from principles to practice
  • Keynote presentation 50 Minutes
  • Keynote summary summarizes the problem and a potential solution and also provides research highlights
  • ‘”The Golden Hour’ Implementation Guide” designed to help financial professionals apply the lessons of this program to their own books of business
Research highlights
  • The 80/20 rule is effectively true when it comes to from where financial professionals earn their incomes. 22.8% of clients deemed “top” or “Anchor” clients by financial professionals were said to provide the majority of their incomes.1
  • 72.7% of financial professionals lose one of these top clients each year, and 61.3% of those financial professionals were “surprised” by the departure.1 They could not see it coming.
  • 32.4% of financial professionals consider this problem ”severe,” and an additional 64.2% regard it as ”problematic.”1
  • Here’s the good news: Our research shows 4+ personal contacts per year are enough to stop these client losses.2 The key here is personal; the personal touch is the golden touch. ”The Golden Hour” aims to provide an impactful and efficient methodology to get this done.
1. Source: Study of 405 financial professionals, as conducted by R.A. Prince & Associates, Inc. under proprietary contract of Invesco Global Consulting during the second half of 201. Used with permission.

 2. Source: Study of 213 affluent investors with >$1M in investable assets, conducted by R.A. Prince & Associates, Inc. under proprietary contract of Invesco Global Consulting during the fourth quarter of 2016. Used with permission. Contact = any form of interactive contact including telephone interactions, in-person meetings, text messages and/or email exchanges.

Lisa Kueng.jfif
Director of Creative Campaigns,

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 

Qualifications: I hr Professional Learning | CFA Institute Competency Framework Skill = Business Development + Career Management
3/9/2021 4:00 PM3/9/2021 5:15 PM

​2021 Energy Market Outlook and Investment Trends 

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Tuesday, March 9, 2021 | 4:00 PM - 5:15 PM

Please join us on Tuesday, March 9, 2021 for a conversation to gain a better understanding of the potential expected returns, and risks, of investing in the various energy markets. Learn what investors should expect with the recent political changes in the U.S.  

2020 was a year that brought extraordinary challenges. The pandemic and subsequent economic crisis caused unprecedented disruption to the energy landscape and the global energy landscape is going through major shifts and bringing a full change in Administrations to the U.S. As economies and energy markets recover from the short-term impact of COVID-19, fundamental shifts in the energy systems continue with an increase to renewable and more environment sensitive policy decisions going forward. In the coming decades we’ll likely see a rapid acceleration of the energy transition. Questions remain as to the long-term future outlook for the major energy companies such as Exxon-Mobil and Chevron and their ability to maintain their attractive dividends. More to the point, if the Energy Sector only makes up 2 to 3% of the S&P 500 do younger investors even care? Further, given the unparalleled amount of many economic-recovery packages, the focus of the stimulus measures will play a key role in shaping energy systems in the decades to come.

What should investors expect in the Energy Markets? Will millennials and younger portfolio managers invest in oil companies in today’s ESG focused universe? We’ll discuss current trends and their impact.    
Topics to be Discussed: 
  1. Gain a better understanding of the Status of the different Energy Markets and potential risks and returns to investors with direct or indirect investments.  
  2. Gain some insight into the likely trends in 2021 and beyond in the Energy markets  
  3. Technological trends affecting Energy Markets (i.e. Electric Cars, Battery Sharing Services, Chagrining Stations, Self-driving Cars, Ride-Shares, Solar, etc.) 
  4. Natural disasters affecting Energy Markets (Climate, hurricanes, California Fires and Power Grid Issues. etc.) 
Who Should Attend?  
  • Portfolio Managers that have direct or indexed energy exposure in their portfolios  
  • Anyone whose clients hold or potentially hold energy investments in their portfolios.  
  • Anyone interested in the ultimate potential disruption that could be on the horizon.  
Edward Fortunato.jpg
Chief Economist,
Exelon Corporation 
Over the last seventeen years at Exelon, Edward has managed the proprietary trading book, the short-term analytics group, and has led the implementation of trading strategies in both the proprietary and hedging books and run the fundamental analysis group.  As the chief economist, he tracks economic trends and how they affect our company.    

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Lesley Hunter
Vice President of Programs & Content Strategy,
American Council on Renewable Energy (ACORE)

As Vice President for Programs & Content Strategy, Lesley provides strategic leadership to oversee programs and content workstreams, aligning operations in support of ACORE’s mission. She currently leads ACORE’s Environmental, Social and Governance (ESG) initiative to improve the reflection of renewable energy use and investment in ESG methodologies. Previously, she managed initiatives to help the Department of Defense procure renewable energy at military installations, and to streamline strategies for corporate renewable energy purchasing. She is also the author of numerous reports on renewable energy market, finance and policy issues. Lesley received her Bachelor of Arts in International Studies from the University of California, San Diego.
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James Murchie
President, Founder and CEO
Energy Income Partners

James Murchie is the President, Co-Founder and CEO of Energy Income Partners (EIP) and Co-Portfolio Manager of EIP’s Funds.  Founded in 2003, EIP invests in publicly traded energy infrastructure companies that generate stable cash flows by transporting electricity, natural gas and petroleum; “poles & wires, pipes & tanks.”  The portfolios are concentrated in regulated monopoly companies across a variety of asset classes such as utilities, publicly traded partnerships, and Yield Corporations (YieldCos).  EIP’s fund family includes a sustainable carbon impact fund invested in companies driving decarbonization in the energy sector.  From 1998 to 2003, Jim managed a long/short equity fund that invested in energy and cyclical equities and commodities as head of Lawhill Capital. From 1995 to 1997, he was a managing director at Tiger Management where his primary responsibility was investments in energy, commodities, and related equities. From 1990-1995 Jim was a principal at Sanford C. Bernstein where he was a top-ranked energy analyst and sat on the Research Department’s Recommendation Review Committee. Before joining Bernstein, Jim spent 8 years at British Petroleum in 7 operating and staff positions of increasing responsibility.  Jim holds degrees from Rice University and Harvard University.

Stuart Cohen.jpg
Senior Financial Officer, World Bank Group  
Programs and Education Committee Co-Chair, CFA Society Washington, DC 
Mr. Cohen has over 25 years of direct experience working with all aspects of Asset Management including portfolio management, credit risk, operations risk, valuation, accounting, reporting and internal controls. Currently at the World Bank Group, Mr. Cohen serves as the Team Lead for Liquid Investments Accounting, Reporting, and Independent Price Verification Team that is responsible for the daily controls, monthly and quarterly Financial Reporting for the Liquid Investments of IBRD, IDA, MIGA and Trust Funds which total approximately $135 Billion. 

Qualifications: I hr Professional Learning | CFA Institute Competency Framework Skill = Industry & Company Analysis + The World Economy 
3/16/2021 9:00 AM3/18/2021 5:00 PM
FP&A Technical Mastery
This is a Virtual Instructor - Led Training (VILT)

FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy, and industry dynamics. This virtual training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals, covering the following topics:
  • The Power & Art of Business Modeling in FP&A
  • Data Visualization & Storytelling
  • Outputs & Variance Analysis
  • Scenarios & Sensitivities
  • Getting to Answers Without Modeling
  • Capex & Project Forecasting
  • Forecasting & Budgeting
  • Strategic Financial Planning & Analysis
Full Agenda

The Power and Art of Business Modeling

Modeling best-practices
  • Organizational structure and navigation
  • Coverage of key formulas & functions, ribbons, and functionality
  • Simplification of complex modeling techniques and model hygiene
  • Formula auditing, watch window, formula evaluator
  • Use of dynamic links for linking internally and to external workbooks
Model formatting
  • Use of defined names for cells, ranges, tables, data sets, and formulas to simplify references
  • Incorporation of dynamic drop-down lists, toggles, and lookups to improve efficiency
Dynamic modeling
  • Creation of dynamic data sets, data ranges, named ranges and formulas using OFFSET to reduce or eliminate manual updates to models and forecasts
  • Use toggles combined with INDIRECT to quickly and efficiently import financials or subsequently-dated data sets
  • Real-life application through exercises and case studies
Data Visualization & Storytelling
  • Best-practices for conveying financial performance in visual form for meetings and presentations
  • How FP&A can serve as a strategic partner to non-financial business functions
  • Creation of deliverables with consideration given to the end-user or a wide array of audiences
    • Sparklines combined with dynamic data ranges
    • Using dynamic data sets to populate pivot charts, pivot tables, and pivot slicers
  • Real-life application through exercises and case studies
Outputs & Variance Analysis
  • Use of data visualization to communicate strategic mapping, key performance indicators (KPIs), and balanced scorecards
  • Approaches for identification and visual display of KPIs
  • Variance analysis and cash flow forecasting
    • Use of conditional formatting to highlight period-over-period variances
    • Consideration of dynamic triggers for flexible conditional formatting
  • Real-life application through exercises and case studies
  • Building and displaying impactful dashboards for meetings and presentations
  • Crafting and management of dynamic charts and graphs
    • Creation of fully-dynamic graphs with automated updating of links to source information
    • Incorporation of fully-flexible date range toggles within dynamic graphs
    • Utilization of form controls in dynamic graphs to enhance user-interface
  • Real-life application through exercises and case studies
Scenarios & Sensitivities
  • Financial consolidations
    • SUM OF WORKSHEETS approach to scenario management, forecasting, and budgeting
  • Introduction to the Developer ribbon and Visual Basic for Applications (VBA)
  • Introduction to Excel’s built-in scenario manager and scenario summary function
  • Enhancement of scenario user-interface with form controls (option buttons, check boxes, combo boxes, spin buttons, scroll bars, group boxes)
  • Differences between simulation and optimization
  • Conduct sensitivity analysis with dynamic 1- and 2-variable data tables combined with conditional formatting
Getting to Answers Without Modeling
  • Conduct ‘what-if’ operational simulations to minimize risk
  • Utilize goal seek to determine pricing and to target profitability
  • Demonstrate how Excel’s Solver can enhance performance while addressing resource constraints
  • Address break-even, profit optimization, and product mix decisions
  • Real-life application through exercises and case studies
Capex & Project Forecasting
  • Net Present Value (NPV), Internal Rate of Return (IRR), Modified IRR (MIRR), XIRR, XNPV
  • Discounted cash flow analysis and the weighted average cost of capital
  • Utilize 1- and 2-variables sensitivity tables to display a range of probable results
  • Real-life application through exercises and case studies
Forecasting & Budgeting
  • Key terms and definitions
  • Forecasting methods
    • Top-down
    • Bottoms-up
  • How risk, uncertainty, and probability affect forecasts
  • How regression aids in forecasting accuracy
  • Real-life application through exercises and case studies
Strategic Financial Planning & Analysis
  • Key accounting and finance terms and definitions
  • Understanding the fundamentals of the financial statements
    • Income Statement
    • Balance Sheet
    • Statement of Cash Flows
    • Common-sizing and period-over-period trend analysis
    • Ratio analysis
  • Comprehensive strategic case study
    • Revenue and cost build by channel
    • Assessment of the macroeconomic and industry environment
    • Peer review
    • Liquidity and working capital management including cash conversion cycle optimization
    • Gap analysis
    • Debt sizing
    • Integrated venture forecast modeling
Program Conclusion
  • What are the characteristics of an effective FP&A function
  • The future of FP&A in large corporations and private companies
This Virtual Course is Instructed by our training partner, 
3/16/2021 5:00 PM3/16/2021 6:00 PM

​March’s selection is The Deficit Myth: Modern Monetary Theory and the Birth of the People’s Economy by Stephanie Kelton. 

With no shortage of items on the fiscal policy wish list these days, but the conventional wisdom says we should be concerned about how to pay for them all.  This provocative book suggests that those fears are overblown; maybe deficits really don’t matter.  Join us for another fun and engaging conversation. 

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

RSVP via email to Mike Jerue & attend via Google!

4/6/2021 11:30 AM4/8/2021 1:00 PM

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​3rd Annual ESG Summit
April 6, 7, 8, 2021
11:30AM - 1:00PM ET

CFA Society Washington, DC is proud to announce the 3rd Annual ESG Summit – with a twist! Join us to hear from asset owners, asset managers, thought leaders and researchers charging forward on environmental, social and governance (ESG) investing. 

The Summit will be composed of three (3) virtual, interactive webcasts. The first two webcasts will each feature an exclusive keynote address followed by a multi-speaker panel session. In the third and final webcast, we invite you to turn on your cameras and participate in an interactive, topic-specific roundtable of your choosing. Attendees will dive deeper into the subject matter in small breakout rooms and explore concepts presented throughout the Summit. Registration includes all three webcasts in the virtual summit.

We have a great lineup in store for you – including distinguished keynote speakers Audrey Choi, CMO & Chief Sustainability Officer, Morgan Stanley, Jeremy Grantham, Co-Founder of GMO, and Mary-Catherine Lader, Managing Director, Head of Aladdin Sustainability at BlackRock. 

Reserve your spot now for the hottest annual CFAW conference and prepare to gain new perspectives, develop insights into unique challenges that exist in today’s financial markets, and connect with ESG stakeholders.

Who should attend: Asset owners, asset managers, financial advisors, investment professionals, portfolio managers, wealth managers, analysts, researchers, members of mission-driven organizations, and others who share a common interest in sustainable, responsible, and impact investing.

Keynote Speakers:  
Audrey Choi Web Headshot.jpg
Chief Marketing Officer,
Morgan Stanley

Audrey Choi is Morgan Stanley’s Chief Marketing Officer and the firm’s first Chief Sustainability Officer.  She serves on the Firm’s Management Committee and is the founding CEO of Morgan Stanley’s industry-leading Institute for Sustainable Investing.

As Chief Sustainability Officer, Audrey oversees Morgan Stanley’s global efforts to promote sustainability through the capital markets. Over the last decade, she has been a pioneer in bringing sustainable investing into the mainstream. As Chief Marketing Officer, Audrey is responsible for stewarding the global brand to reflect the firm's core values of leading with integrity and exceptional ideas across its businesses and geographies.  

Jeremy Grantham.jpg

Jeremy Grantham is a co-founder of GMO, LLC, an investment management firm in Boston, predominately for large institutions. He is chairman of the board, and deals with long-term investment strategy.  His past white papers have covered issues beyond investment outlook, including financial ethics, deficiencies in capitalism, resource limitations and problems posed by changing climate. He earned his undergraduate degree from the University of Sheffield (U.K.) and an M.B.A. from Harvard Business School.

In 1997 Jeremy and his wife Hannelore established the Grantham Foundation for the Protection of the Environment which seeks to protect and improve the health of the global environment and to which they have committed approximately 98% of their net worth. The foundation’s grants focus on climate change and biodiversity conservation, with an emphasis on international initiatives.  

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Head of Aladdin Sustainability, 

Mary-Catherine Lader is the Head of Aladdin Sustainability at BlackRock. Aladdin Sustainability drives development and commercialization of sustainable data, analytics and technology offerings for the firm and its clients. The group is a partnership between Aladdin, the firm’s fintech business, and BlackRock Sustainable Investing, which identifies drivers of long-term return associated with environmental, social and governance issues and creates investment strategies and client solutions to achieve sustainable investment returns. 

Qualifications: 4.5 hrs Professional Learning | CFA Institute Competency Framework Skill = ESG Integration + Investment Strategy and Process

Thank you ESG Sponsors

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4/14/2021 5:30 PM4/15/2021 9:00 PM
​Data Visualization and Business Analytics 

with Microsoft Power BI

This is a Virtual Instructor - Led Training (VILT)

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Wednesday, April 14th - Thursday, April 15th| 

5:30 PM – 9:00 PM ET

Strong data culture is a sine qua non for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments. When it comes to communicating such insights for business objectives, a striking data visualization cannot be beat.

During a single day, participants will explore an extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards that leverage their existing data products. Participants will learn how to gather relevant data from sample spreadsheets, overcome data preparation obstacles, and build an interactive dashboard that they can publish to the web.

This course uses Power BI because Power BI is the uncontested leader in the sector as illuminated by Gartner’s Analytics and Business Intelligence Platform Magic Quadrant.
At the conclusion of the workshop, participants will have developed their own web dashboard that they can readily adapt to their own professional contexts, and which they can then use to obtain better insights into their own work and/or share it with their co-workers.


There are no prerequisites for this course, however, Mac users will need to install and use Windows on their Mac (through a virtual environment, etc) as Power BI is only compatible with Windows.

Additional Details

What This Course Offers

  • Hands-on data visualization experience Microsoft Power BI and its Power Query engine
  • Every participant leaves with a working dashboard that they can connect to their organization’s data sources.
  • Insights on how best to automate tedious data workflows with web dashboards.
  • Overview of data sourcing, preparation, and visualization pitfalls.
  • 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:

The target audience for this course is finance and business professionals, but the skills we teach here are transferable across many disciplines. 

This Virtual Course is Instructed by our training partner, Cognitir

4/29/2021 5:30 PM4/29/2021 7:00 PM
​Virtual Bingo Night

Thursday, April 29| 5:30 PM - 7:00 PM

CFA Society Washington DC is partnering with TriviaHub for a night of Bingo! This will be a fun time with an engaging host, unique bingo patterns, and friendly competition for a night that is sure to be a blast for all! 

You can make up a fun display name, see all calls on clear caller screens, play through multiple bingo “rounds”, and compete against team members with a real-time game leaderboard!

Come join us for the classic game of chance, BINGO!

The game will run from 5:30p – 6:30pm. Then stay and join your colleagues to socialize and keep the game banter flowing.



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