We invite Financial Literacy volunteers, both new and seasoned, as well as members interested in learning about the society’s Financial Literacy initiative to join us for an informal gathering on Thursday, October 5th at the society amenity space.
When: October 5, 2023
Where: Boston, MA
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AI in Asset Management: Practitioners share real world applications and thoughts about the future, a panel program as part of the 2023 Boston Fintech Week.
When: October 10, 2023
Where: Boston, MA
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Join CFA Society Boston and CAIA Association virtually on Tuesday, October 10, 2023, from 12:00 PM - 1:00 PM, for a discussion on the future of private equity.
When: October 10, 2023
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Join us for a morning of complimentary beverages and the opportunity to network with fellow financial professionals and connect on all things Diversity, Equity & Inclusion.
When: October 11, 2023
Where: Boston, MA
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Join CFA Society Boston virtually on Wednesday, October 11, 2023, as we host, Mike Schumacher, Managing Director and head of the Macro Strategy team at Wells Fargo. Schumacher will deliver his presentation "Macro Markets: Turning Point or Head Fake?" Register today!
When: October 11, 2023
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We invite Emerging Leaders to join us for a morning of complimentary beverages and the opportunity to network with fellow financial professionals from CFA Society Boston, the Massachusetts Society of CPAs, and the Financial Planning Association of New England.
When: October 18, 2023
Where: Boston, MA
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Intro to Data Visualization and Business Analytics with Microsoft Power BI - Over the course of a single day, we invite participants to explore an exciting and extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards on top of their existing data products. Participants will learn how to gather relevant data from sample spreadsheets, overcome common data preparation obstacles, and build an interactive... Details
When: October 18–19, 2023
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Outlook for 2024 - Examination of Infrastructure investment typology, segments of opportunity across energy transition, digital infrastructure and enhancement of aging infrastructure.
When: October 19, 2023
Where: Boston, MA
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ChatGPT, Generative AI and Large Language Models: Risks and Opportunities in Finance. This QuantUniversity 1-day course outline covers the essential concepts of Generative AI and LLMs while delving into practical applications with industry case studies and applications in finance. Additionally, it covers important topics like the risks and limitations of LLMs, which is critical for professionals in the financial services... Details
When: October 20, 2023
Where: Boston, MA
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Our speaker, Phil Sprague, will cover the history of payments evolution including how FedNow will play a critical role across the industry to fill critical needs. Phil’s dialogue will provide an overview of the FedNow service flow and benefits, participation and use cases.
When: October 25, 2023
Where: Boston, MA
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Please join the Emerging Leaders Committee on Wednesday, October 25, 2023, from 4:30-7:00 PM for a career panel & networking reception with leading industry practitioners in the Boston area.
When: October 25, 2023
Where: Boston, MA
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Join us for a morning of complimentary beverages, the opportunity to network with fellow financial professionals and connect on all things sustainability ahead of the CFA Society Boston Sustainable Investing Fall Conference.
When: November 1, 2023
Where: Boston, MA
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Mentors and Mentees are invited to join us to meet for the first time, or to meet again, and network with other program participants. This is a member only event and is open to only those actively participating in the society’s Mentor Match Program.
When: November 1, 2023
Where: Boston, MA
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We highlight our Sustainable Investing Initiative each year with an annual Sustainable Investing Conference. This event has become a leading venue for exposure to innovation and best practices in this rapidly growing area of investment management. Designed to help mainstream professionals, this event brings together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and... Details
When: November 8, 2023
Where: Boston, MA
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This course, geared towards financial professionals will discuss key concepts needed to write and understand Data Science and AI applications in Python. Rather than overwhelming you with all the syntactical details, we will focus on the key elements and packages giving you just enough orientation to start your Data Science journey!
When: November 14, 2023
Where: Boston, MA
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