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

Artificial intelligence is no longer just a buzzword—it's reshaping the foundations of finance and investing. From algorithmic trading to portfolio management and risk assessment, AI is transforming how the industry operates and how professionals make decisions.

Join us for a high-impact panel discussion featuring thought leaders at the intersection of AI, finance, and investment strategy. We’ll explore how firms are leveraging AI today, where the real competitive advantages lie, and what finance professionals need to know to adapt—and lead—in this rapidly evolving landscape.

Whether you're navigating digital transformation at your firm or evaluating AI-driven investment opportunities, this session will equip you with critical insights to stay ahead of the curve.

REPLAYS


 

CWIM Live Q&A with the Author: “Brave New You: Strategies, Tools, and Neurohacks to Live More Courageously Every Day” Featuring Mary Poffenroth, PhD (Hosted by CFA Society Chile),   

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CWIM Original: “How to Join a Corporate Board in the U.S.” Panel Discussion (Hosted by CFA Society Stamford), Wednesday May 14, 2025   

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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), Thursday, November 7, 2024
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), Thursday, May 9, 2024
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!