Upcoming Events

OVERVIEW OF THE GLOBAL INVESTMENT PERFORMANCE STANDARDS (GIPS)

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 III CFA Curriculum. If you’re a Level III 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. The 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. Presented in conjunction with CFA Society Los Angeles

Outsource CIO Event

**Presented by CFA Society New York** This Asset Owner Series event will feature a high-level discussion on major investment themes and global market dynamics from the perspective of the heads of OCIO programs. These program typically offer investment solutions to institutions and wealthy families. The event is a rare opportunity to hear the investment views of several of the region’s most prominent professionals.

LEVEL I ETHICS WORKSHOP – AUG 2024

**Presented in conjunction with CFA Society Los Angeles** Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Ken Yee, CFA, CPA, JD as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct within the Level I CFA Curriculum. This discussion will follow CFA Institute’s Learning Outcome Statements for 2024 Level I CFA Curriculum Volume 6 Ethical and Professional Standards Modules 1-3.

Webinar Career Series: Embracing Accountability: Foster Ownership and Drive Results in Your Team

**Presented by CFA Society Atlanta ** Accountability is a vital component of high-performing teams and organizations. In this training session, participants will explore the concept of accountability and its impact on individual and team performance. By understanding the importance of personal responsibility, clear expectations, and open communication, leaders can cultivate a culture of ownership and accountability. This session will provide practical tools and strategies for fostering accountability and driving exceptional results within your team.