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 CFAW News

Early Bird Registration Extended for FinTech Conference: Noise vs. Knowledge

Since not everyone has returned from summer vacations, we've decided to extend the early bird registration for the upcoming FinTech Conference. Early bird registration ends Friday, August 23rd.


Access Scholarship Program Open
Applications Are Being Accepted
March 1 - September 15
The CFA Program Access Scholarship is a needs-based opportunity for those unable to afford the full price of the enrollment and registration fees. Click here to apply.

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The CFAW Corporate Partner Program is a strategic, year-round program designed to recognize CFAW's most active business partners. Members of the CFAW Corporate Partner Program have a history of generously investing both funding and content to support CFAW program development.       

CFA Society Washington, DC thanks its Corporate Partners for their continued support of the Society.


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 What's New

FinTech Conference:
Noise vs. Knowledge
Keynote Speaker:
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Joel Bruckenstein, CFS, CMFC, CFP
FinTech Expert, Speaker and Author
 Thursday, September 26
12:00 pm - 6:00 pm 
Hilton McLean Tysons Corner
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:
  • Walk away with a framework for considering new technologies in the wealth management business
  • Get an idea for how others think about deploying technology in their wealth management firms
  • Understand how portfolio management software offers differ
  • Understand how compliance software offers differ
  • Gain a better understanding for regulatory trends in cybersecurity and FinTech

Who Should Attend:

  • RIA Employees
  • Portfolio Managers
  • Wealth Managers
  • Analysts
  • C Suite strategy
  • CEOs
  • CCOs
  • CTOs

Early Bird Special Extended Ends August 23, 2019

CFAW Members: $105.00
Non-Members: $170.00

 ‭(Hidden)‬ New Board Members

Newly Appointed CFAW Officers and Board of Directors
CFAW would like to welcome the newly appointed 2019-2020 Officers and Board of Directors.
  Tom Selman, CFA            Richard Holly, CFA, CPA
Board of Directors
 Anthony Marrelli, CFA        Trevor Montano, CFA
We look forward to working together to bring the CFAW community exciting and innovative content for the upcoming program year. 

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