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

In this interactive 60-minute workshop, Gergana Gotova, CFA invites you to explore one of the most powerful — and most misunderstood — personality frameworks in use today. An ancient system rooted in neuroscience, the Enneagram is not just another label. When used well, it is a tool for curiosity, compassion, and genuine inclusion.
 
Through a grounded introduction and a series of interactive exercises, you will walk away with a fresh perspective on yourself and others, and four practical insights you can apply at work and in your personal life right away.
 
True inclusion means staying curious about the other person — and ourselves.
 
What You’ll Gain
  • A foundational yet insightful overview of the Enneagram and its nine personality types
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  • A deeper understanding of how your perspective shapes communication and decision-making
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  • Practical insights to move beyond labels and approach yourself and others with greater curiosity
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  • A more thoughtful and compassionate approach to building human connection in everyday moments

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

To connect with Gergana and learn more about her work, feel free to visit her LinkedIn profile or her website at gericoaching.com.

For more information or to submit your questions in advance, please email [email protected].

REPLAYS


CWIM Original: An Honest Conversation with Marcia Page, Moderated by Nancy Vailakis (Hosted by CFA Society New York),   

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CWIM Original: “Leading Through Disruption: AI and the Next Frontier” Panel Discussion (Co-Hosted by CFA Society Colorado and CFA Society Romania),   

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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!