CLT Networking-Kitchen and Kocktails
Kitchen + Kocktails by Kevin Kelly Queen City Center, 210 E. Trade Street, Charlotte, North CarolinaJoin fellow investment professionals for an evening of networking at Kitchen + Kocktails by Kevin Kelley in Uptown Charlotte. Connect with CFA Society North Carolina
CLT-CFA NC & CAIA Charlotte Knights Baseball Game
Truist Field 324 S. Mint Street, Charlotte, North CarolinaJoin CFA Society NC and CAIA Carolinas for the 3rd Annual Charlotte Knights baseball game and networking event. Pricing includes a game ticket, dinner buffet,
Level I Ethics Workshop
Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Kujo Osei, CFA,
Alpha Disrupted Webinar Series: Cybersecurity & Resilience-Managing Digital Age Risk
In today’s connected ecosystem, technology risk is investment risk. This webinar explores the rising threat landscape facing investment firms — from cyberattacks and third-party vulnerabilities
Level III Ethics Workshop
Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Erik Johnsen, CFA,
Triangle Networking-Ponysaurus Raleigh
Ponysaurus Brewing Raleigh 2221 Iron Works Drive, Raleigh, North CarolinaBefore you head out of town for the 4th of July, join us for an evening of networking, conversation, and community at Ponysaurus Brewing in
Level III Essay Writing Workshop
Are you ready for the Level III CFA Exam? How about the Essay Portion? Knowing the best strategies and methods on how to answer essay
Triad: 2026 Annual Dinner: AI, Policy and the Long Game: China’s Rise and Japan’s Revival
Forsyth Country Club Winston Salem, NC, United States5:00 PM - Networking 6:00 PM - Dinner 7:00 PM - Presentation Is AI truly revolutionary—or are investors getting swept up in hype? While enthusiasm
Overview of the Global Investment Performance Standards (GIPS) June 2026
Come join Kim Cash, CFA, CAIA, CIPM, CSCP a specialist in GIPS compliance consulting, verification, and education as she breaks down the GIPS Standards portion
AI in Action: High-Speed Workflows with Claude Cowork and Excel
A Claude Cowork and Excel Interactive Virtual Workshop Financial professionals have spent two years hearing about AI. This session is about using AI at the
Virtual-Agentic AI in Asset Management and RIAs: Driving Efficiency While Staying SEC-Ready
Attendees will learn how asset management firms and RIAs can use Agentic AI to improve operational efficiency across compliance, research, client service, marketing, reporting, and
Triangle-Building the Backbone of AI
AI is emerging as the next general-purpose technology, much like electricity or the internet before it. Its impact will span every sector of the economy
