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The Collaborative WIM Initiative is modeled after the CFA Institute Women In Investment (WIM) Initiative. 

CFA societies and FPA chapters around the country have joined efforts to further our shared goals of inclusion and diversity in capitalism. 

  • This is a grassroots campaign:
  • To empower female professionals across all facets of the finance industry
  • To support the advancement and development of female leaders, as well as to celebrate their accomplishments
  • To establish a broad-based community and share resources to promote our shared vision
  • To create demand for diversity

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The Collaborative WIM Global Summit is coming!
On November 10th, we will launch the inaugural Collaborative WIM Inclusion & Diversity Global Summit, co-hosted by CFA Society Madison and CFA Society Milwaukee! Come prepared to “Connect, Collaborate, Celebrate”!
The agenda includes an incredible lineup of truly inspiring sessions with finance leaders and soft topic experts.

Collaborative WIM Inclusion & Diversity Global Summit, co-hosted by CFA Society Madison and CFA Society Milwaukee! 
Thursday, November 10, 2022 from 11:00 am to 4:00 pm CST
Registration Information
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In Undiversified, experienced practitioners Ellen Carr and Katrina Dudley examine the lack of women in investment management and propose solutions to improve the imbalance. They explore the barriers that subtly but effectively discourage women from entering and staying in the industry at each point in the pipeline. At the entry level, the lack of visible role models discourages students from considering the field, and those who do embark on an investment management career face many obstacles to retention and promotion.
“Undiversified: The Big Gender Short in Investment Management”
Tuesday, October 18 at 11am CST / 6pm Rome hosted by CFA Society Italy
Registration Information
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For all the conversations had about #DEI over the last two years, these are the personal stories you’ve never heard before.

Join us LIVE as we greet Sarah Maynard (Global Head, External Diversity, Equity & Inclusion of CFA Institute) and Marlene Timberlake D'Adamo (Chief Diversity, Equity & Inclusion Officer of CalPERS) for a unique and interactive discussion, moderated by Paul Olschwanger (Founder and Chief Inspiration Officer of Wendell Rhoads Consulting and Board Director of CFA Society of Dallas-Fort Worth ).

We will discuss the success of two powerful female figures and learn what it takes to drive change.
Q3 CWIM Original in Partnership with Schroders, Presents: An Honest Conversation: Personal Journeys of DE&I Pioneers
Thursday, September 29th at 11am CDT / 5pm Rome, Hosted by: CFA Society Luxembourg

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Wall Street Journal bestselling author Scott J. Miller! Together, we will discuss mentorship and leadership, in the context of diversity, equity, and inclusion -- and how it relates to female and diverse professionals. How can we seek mentorship? How can we be better mentors to others? And how does this inform our behaviors and leadership skills in a rapidly changing world?
Wednesday, April 13, 2022 hosted by CFA Society Atlanta and CFA Society Switzerland
4:00 pm EST
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Non-consensus thinking has resulted in breakthrough successes in science, sports, and silicon valley. Rupal shows how to apply it to the world of investing, to maximize returns while minimizing risk. She illustrates how misdiagnosing quality can be the mother of all mistakes or the motherlode of all opportunities and how patience is the smart move, not the slow one.

The Power and Payoff of Non-Consensus Investing, Featuring Rupal Bhansali
Tue, February 15, 2022 hosted by CFA Societies Saskatchewan and Okanagan, 4 PM- 5:30 PM EST
Registration Information
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In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life’s most important topics.
​The Psychology of Money
Wed, January 19, 2022 hosted by CFA Society Idaho
4 PM- 5:15 PM EST

 2021 Collaborative WIM sponsors

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