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X-WR-CALDESC:Events for CFA Society North Carolina
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DTSTART;TZID=America/New_York:20250104T130000
DTEND;TZID=America/New_York:20250104T150000
DTSTAMP:20260422T105958
CREATED:20240917T161224Z
LAST-MODIFIED:20240917T161225Z
UID:6621-1735995600-1736002800@cfanorthcarolina.org
SUMMARY:Level III Essay Writing Workshop
DESCRIPTION: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 questions is almost as important as knowing the actual CFA curriculum content\, and a lot of candidates don’t take the necessary time to prepare. \n\n\n\nPlease join Glen Holden\, Jr.\, CFA as he guides you through the essay writing process of the Level III CFA Exam. This workshop will take you through the CFA Institute Essay Grading Methodology\, Test Taking Tips\, and Pitfalls that can occur during the Level III Exam.
URL:https://cfanorthcarolina.org/event/level-iii-essay-writing-workshop/
CATEGORIES:Candidate Focused Event,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250108T120000
DTEND;TZID=America/New_York:20250108T130000
DTSTAMP:20260422T105958
CREATED:20240930T193113Z
LAST-MODIFIED:20240930T193114Z
UID:6652-1736337600-1736341200@cfanorthcarolina.org
SUMMARY:Webinar Series: Updates on the CFA Program & CFA Institute Certificates
DESCRIPTION:
URL:https://cfanorthcarolina.org/event/webinar-series-updates-on-the-cfa-program-cfa-institute-certificates/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250109T150000
DTEND;TZID=America/New_York:20250109T160000
DTSTAMP:20260422T105958
CREATED:20241125T143655Z
LAST-MODIFIED:20241125T143655Z
UID:6704-1736434800-1736438400@cfanorthcarolina.org
SUMMARY:Professional Development Webinar- Building Career Security After Fifty
DESCRIPTION:A new data analysis by ProPublica and the Urban Institute shows more than half of older U.S. workers are pushed out of longtime jobs before they choose to retire\, suffering financial damage that is often irreversible. \n\n\n\nThe study indicates that those over 50 and gainfully employed\, have a 56% chance that you’ll be let go before you’re ready to retire\, risking substantial income loss.   This result underscores that most seasoned professionals/executives are essentially consultants with no real job security despite their titles. \n\n\n\nJoin career expert Rob Hellman for a powerful webinar that provides tips and best practices on building job security in your career.  \n\n\n\nRobert Hellmann\, President of Hellmann Career Consulting\, has helped over 1\,000 individuals to achieve career success and dozens of organizations to improve effectiveness via executive coaching\, workshops\, and outplacement services. \n\n\n\nAs a career coach and executive coach\, Rob helps clients to define and achieve their career and job-search goals\, develop as managers and leaders\, and navigate challenging work situations. He combines a warm\, empowering style with a pragmatic\, bottom-line focus that gets results. \n\n\n\nRob is a sought-after speaker and has delivered hundreds of seminars\, workshops\, and keynote speeches to corporations\, institutions of higher-education\, professional associations\, government agencies\, and non-profits. The graduate business schools of both Columbia University and Cornell University include Rob in their highly selective list of coaches they recommended to alumni. \n\n\n\nRob is a regular contributor to Forbes. His insights have also appeared in media outlets such as The New York Times\, The Wall Street Journal\, the Washington Post\, the Chicago Tribune\, CBS News\, ABC News\, NBC News\, CNNMoney\, WPIX News\, Consumer Reports\, and Glassdoor.com.
URL:https://cfanorthcarolina.org/event/professional-development-webinar-building-career-security-after-fifty/
CATEGORIES:Co-Sponsored Event,Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250115T170000
DTEND;TZID=America/New_York:20250115T203000
DTSTAMP:20260422T105958
CREATED:20240730T210119Z
LAST-MODIFIED:20250117T170838Z
UID:6510-1736960400-1736973000@cfanorthcarolina.org
SUMMARY:2025 Outlook Dinner
DESCRIPTION:Shifting Gears: Equity Market Outlook as 2024’s Politics Become 2025’s Policies \n\n\n\nJoin us for a 2025 equity market outlook discussion with Bloomberg Intelligence Chief Equity Strategist\, Gina Martin Adams\, CFA\, CMT. Through the lens of her global strategy team’s multidisciplined\, model-based approach to analyzing equity markets\, Gina will identify key signals to watch\, review the conclusions from country\, sector\, thematic\, and factor models\, and discuss portfolio strategies for 2025\, incorporating scenarios for asset price impacts from policy changes in the year ahead.
URL:https://cfanorthcarolina.org/event/save-the-date-2025-outlook-dinner/
LOCATION:The Westin Charlotte\, 601 S\, College Street\, Charlotte\, North Carolina\, 28202
CATEGORIES:Outlook Dinner
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250116T190000
DTEND;TZID=America/New_York:20250116T203000
DTSTAMP:20260422T105958
CREATED:20240917T193708Z
LAST-MODIFIED:20240917T193709Z
UID:6623-1737054000-1737059400@cfanorthcarolina.org
SUMMARY:Overview of the Global Investment Performance Standards (GIPS)
DESCRIPTION: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 of the Level I CFA Curriculum. \n\n\n\nIf you’re a CFA Candidate looking for a better breakdown on Global Investment Performance Standards (GIPS®)\, or if you’re looking to learn how to best apply the GIPS Standards or get the most out of them for your firm and clients\, then this event is for you. \n\n\n\nThe GIPS Standards were referenced in the SEC’s marketing rule for investment advisors 26 times\, and private fund presentations are now required by FINRA to show GIPS compliant capital funding ratios. With practical lessons for every skill level and expertise\, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals. \n\n\n\nThis discussion will follow CFA Institute’s Learning Outcome Statements for 2025 Level I CFA Curriculum Volume 10\, Module 4: \n\n\n\nDescribe the concept of independent verification \n\n\n\nExplain why the GIPS standards were created\, who can claim \n\n\n\nCompliance\, and who benefits from compliance \n\n\n\nDescribe the key concepts of the GIPS Standards for Firms \n\n\n\nExplain the purpose of composites in performance reporting \n\n\n\nDescribe the fundamentals of compliance\, including the \n\n\n\nRecommendations of the GIPS standards with respect to the \n\n\n\nDefinition of the firm and the firm’s definition of discretion
URL:https://cfanorthcarolina.org/event/overview-of-the-global-investment-performance-standards-gips-2/
CATEGORIES:Candidate Focused Event,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250129T120000
DTEND;TZID=America/New_York:20250129T130000
DTSTAMP:20260422T105958
CREATED:20241204T212252Z
LAST-MODIFIED:20250130T214626Z
UID:6708-1738152000-1738155600@cfanorthcarolina.org
SUMMARY:Webinar: Machine Learning in Action: Live Demos for Investment Management
DESCRIPTION:The investment management industry is rapidly evolving\, and machine learning is no longer optional for those looking to stay competitive. Yet\, many practitioners hesitate to adopt these techniques due to a lack of clarity on their practical applications or concerns about complexity. In this engaging webinar\, we will explore why embracing quantitative finance and machine learning is critical\, address the common challenges that hold professionals back\, and demonstrate real-world applications of 3 machine learning models with accompanying code. This session is designed to bridge the gap between theory and practice\, showing the power of ML to transform portfolio management. \n\n\n\nWhat you will learn: \n\n\n\nPractical  Applications: See 3 machine learning models in action\, complete with code for real-world relevance. \n\n\n\nThe Opportunity: Understand why machine learning is a must for the future of investment management. \n\n\n\nBreaking Barriers: Explore common hesitations and how to overcome them. \n\n\n\n\nSpeaker Bio: Cordell Tanny\, CFA\, FRM\, FDP-President & Co-Founder Trend Prophets \n\n\n\n\n\n\n\n\nCordell Tanny is a recognized authority in quantitative finance\, with over 25 years of experience in the financial services sector. As the President and co-founder of Trend Prophets\, Cordell leads the development of a groundbreaking AI and signal-processing-powered investment system\, enabling businesses to stay ahead with advanced market analysis. In addition to his work at Trend Prophets\, Cordell serves as the Managing Director of Digital Hub Insights\, an educational platform focused on teaching Python and machine learning in finance. Through his widely-followed newsletter\, with over 30\,000 subscribers\, Cordell provides deep insights into quantitative finance and cutting-edge AI investment strategies. Cordell’s career includes managing a $2 billion CAD multi-asset mutual fund program and founding several companies in the finance and technology sectors. He is a CFA Charterholder\, Certified Financial Risk Manager (FRM)\, and holds the Financial Data Professional (FDP) designation. Cordell earned a Bachelors of Science Degree in Biology from McGill University. As an ambassador for FIAM\, a Montreal-based organization dedicated to promoting AI and machine learning in finance\, Cordell is committed to developing the next generation of talent in the finance and AI industry.
URL:https://cfanorthcarolina.org/event/webinar-machine-learning-in-action-live-demos-for-investment-management/
CATEGORIES:Co-Sponsored Event,Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250130T190000
DTEND;TZID=America/New_York:20250130T210000
DTSTAMP:20260422T105958
CREATED:20250117T171738Z
LAST-MODIFIED:20250117T171739Z
UID:6730-1738263600-1738270800@cfanorthcarolina.org
SUMMARY:Unlocking the Potential of AI for Financial Professionals
DESCRIPTION:CFA Society Los Angeles invites you to an insightful discussion on the practical applications of artificial intelligence in the financial services industry. Whether you’re a solo practitioner\, part of a small firm\, or working within a larger organization\, this event will provide actionable strategies for leveraging AI to improve efficiency and productivity at every level. AI is transforming industries. However\, the widespread adoption of these technologies remains uneven\, leaving many financial professionals uncertain about how to incorporate AI into their workflows. This session aims to bridge the gap\, offering practical advice for harnessing the power of AI regardless of your level of access or resources. \n\n\n\nPart 1: Practical AI for Everyone – Discover how AI tools like ChatGPT\, Claude\, and Perplexity can enhance productivity without the need for costly in-house AI solutions. \n\n\n\nThis segment will demonstrate: \n\n\n\n\nHow to automate operational tasks like meeting notes and email drafting.\n\n\n\nUsing AI for market research\, client communication\, and generating investment ideas.\n\n\n\nTips for integrating free or low-cost AI tools into your daily workflow.\n\n\n\n\nPart 2: Scaling with Specialized AI Tools – For firms who use Microsoft Copilot and are considering investing in tailored AI solutions. Learn how to make the most of advanced platforms and bespoke services. \n\n\n\nTopics will include: \n\n\n\n\nAssessing the right AI workflows for your business needs.\n\n\n\nThe path to integrating off-the-shelf tools and developing customized solutions.\n\n\n\nCase studies of successful AI implementations at financial institutions.\n\n\n\n\nThis event is perfect for a broad range of professionals involved with capital markets – analysts\, portfolio managers\, risk professionals\, client relationship managers\, sales & business development professionals\, and anyone looking to prepare for the future of work. You will walk away with practical knowledge you can apply immediately to increase your productivity and organization’s competitive advantages
URL:https://cfanorthcarolina.org/event/unlocking-the-potential-of-ai-for-financial-professionals/
CATEGORIES:Special Invitation for CFANC Members,Virtual
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