Collaborative WIM

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. 

Upcoming CWIM events

Learn how you can claim your seat at the boardroom table. Some say serving as a corporate board member is the ultimate career milestone. Gain proven strategies and tips as you:

  • Uncover what a board role entails, including time and financial commitments
  • Learn how to identify opportunities to get involved and pave a path towards board membership
  • Engage with industry professionals who overcame obstacles and earned their seat at the table

These exclusive insights and guidance will assist you to connect with board members and recruiters, as well as be your own best advocate.

You are encouraged to invite your colleagues for this complimentary interactive event.

CWIM Live Q&A with the Author: “Powered by Me: From Burned Out to Fully Charged in Work and in Life” Featuring Neha Sangwan, MD (Hosted by CFA Society Orlando)
12:00 PM  1:00 PM
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3rd Annual CWIM Global Summit: "Connect, Collaborate, Celebrate 2024” (Co-hosted by CFA Societies Nashville, Serbia, and Uruguay)
12:00 PM  4:30 PM
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CWIM Live Q&A with the Author: “MoneyZen The Secret to Finding your Enough” Featuring Manisha Thakor (Hosted by CFA Society Dallas/Fort Worth)

Thursday, September 19, 2024
12:00 PM  1:00 PM
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CWIM Original: “I Want to Be a Speaker. Where Do I Begin?” Featuring Sonya Dreizler (Hosted by CFA Society Seattle)
12:00 PM  1:00 PM
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  • 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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Don’t forget to follow the LinkedIn Collaborative WIM Initiative page!