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3rd Annual CWIM Global Summit: "Connect, Collaborate, Celebrate 2024” (Co-hosted by CFA Societies Nashville, Serbia, and Uruguay)

View Speaker Bios

Featured Speakers

  • James Rhee, Founder, Investor/CEO, Johnson Chair of Entrepreneurship at Howard University, Bestselling Author of red helicopter

  • Marina Severinovsky, Head of Sustainability North America, Schroders

  • Kathryn Valentine, Founder of Worthmore Strategies

  • Andy Molinsky, Professor, Bestselling Author, Thought Leader

  • Melissa Hahn, Intercultural Consultant, Adjunct Professorial Lecturer, Bestselling Author

  • Paul Olshwanger, Founder of Wendell Rhoads Consulting

  • Dr. Andrea L. Eisfeldt, Laurence D. and Lori W. Fink Endowed Chair in Finance, UCLA Anderson School of Management

  • Jade Scipioni, Senior Reporter and Journalist

  • Lindsey Rubinstein, Chief Marketing & Investor Relations Officer, Opus Capital

  • James Brown, Founder of Vedic Path Meditation

Special Guests

  • Sarah Maynard, Global Senior Head, Diversity, Equity and Inclusion, CFA Institute

  • Marlene Timberlake D’Adamo, Chief Diversity, Equity and Inclusion Officer, CalPERS; Chair, CFA Institute DEI Steering Committee

2024 CWIM Global Summit Presented By:

 
 
 

Overview

Collaborative WIM’s final event of the year will take place on Thursday, November 7th between 12:00PM - 4:30PM EST, co-hosted by CFA Societies spanning 3 continents!

Key takeaways:

  • Gain actionable insights to guide your career journey and personal development as you gather for an inspiring virtual half-day event: the third annual Collaborative WIM Global Summit!

  • Interact with change makers who are delivering results for individuals and organizations on a global level. 

  • Engage in live discussions with your peers from your region and around the world.

Collaborative WIM is honored to highlight an incredible lineup of truly outstanding industry leaders and diverse experts for your professional and personal advancement. You are encouraged to invite your colleagues for this complimentary interactive event.

The 100th registrant* will receive a signed copy of Red Helicopter from author James Rhee! *Registrant must attend the Summit event Book Club session.

Thank you to the many sponsors, friends, and allies around the world, whose vision, leadership and heart have transformed our conversations and collaborations into the CWIM global community. We extend special gratitude to our co-hosts, CFA Societies Nashville, Serbia, and Uruguay.

Together, let us Connect, Collaborate, Celebrate!


View the Agenda


Watch last year’s Summit replay: “Connect, Collaborate, Celebrate” 2023


CFA Institute Qualified Activity: Eligible for 4.5 PL credit hours

For more information, please email [email protected].

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September 19

CWIM Live Q&A with the Author: “MoneyZen The Secret to Finding your Enough” Featuring Manisha Thakor (Hosted by CFA Society Dallas-Fort Worth)

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February 12

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)