M A Y

N E W S L E T T E R

Wednesday, June 3rd 12pm-1pm

You don’t need another label — you need a fresh perspective.

Overview

What if the way you see others is based on assumptions you are not even aware of?

In this interactive 60-minute workshop, Gergana Gotova, CFA invites you to explore one of the most powerful — and most misunderstood — personality frameworks in use today. An ancient system rooted in neuroscience, the Enneagram is not just another label. When used well, it is a tool for curiosity, compassion, and genuine inclusion.

Through a grounded introduction and a series of interactive exercises, you will walk away with a fresh perspective on yourself and others, and four practical insights you can apply at work and in your personal life right away.

True inclusion means staying curious about the other person — and ourselves.

What You’ll Gain

• A foundational yet insightful overview of the Enneagram and its nine personality types

• A deeper understanding of how your perspective shapes communication and decision-making

• Practical insights to move beyond labels and approach yourself and others with greater curiosity

• A more thoughtful and compassionate approach to building human connection in everyday moments

Different Perspectives. Deeper Connection.

PARTNER EVENTS

CFA Institute: May 28th

Connect with CWIM in the community of Los Angeles. At a time of rising geoeconomic risk, rapid investment industry evolution and multi-generational technological change, we need our best brainpower available. To address this imperative, CFA Institute has chosen to focus our second Thrive conference on the implications for human capital.

CFA Society Boston: June 3rd 5pm-7pm, Central Wharf

Join CWIM and CFA Society Boston for the Women’s Initiative Joint Spring Networking Reception, an evening dedicated to connection, community, and celebrating the season.

FEATURED PROGRAMS

Expand Your Network and Make an Impact

We are a passionate team that believes in the ideals of inclusion and equity, and in tangible, positive change.  Expand your professional network and join a committed community of finance leaders of all backgrounds, who are focused on making an impact!

CWIM Ambassador Program

We are proud to introduce the CWIM Ambassadors Program, with goals to further relationships and increase awareness of CWIM's mission- creating opportunities for individuals and local networks to collaborate on a larger scale and achieve greater, together.

CWIM Connect: Coaching Series

With CWIM Connect, you'll have the opportunity to meet like-minded finance professionals from all backgrounds, seniorities, and specializations. Our inclusive and welcoming environment is designed to foster meaningful relationships that can help to advance your career, while expanding your professional and personal networks.

CWIM Returnships

Women like yourself who have taken a career break often find it challenging to return to the workforce in a similar role. CWIM Returnships provides resources to help you fulfill your professional goals of again advancing in your career. CWIM believes that support networks are fundamental to career success. Our mentorship program, as well as inclusive space for women in this stage of their career journey to build their own communities, are open to all who are interested.

CWIM University Relations

As a student interested in a career in the investment industry, you seek to complement your studies with real world experiences. The University Relations initiative at Collaborative WIM aims to support and engage students, educators, and young professionals in the world of finance and investing. You can connect your academic and industry activities through mentorship, knowledge-sharing, and professional development with in-person and virtual events.

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REPLAYS

THANK YOU

Collaborative WIM is a women-founded and volunteer-led 501(c)(3) charitable nonprofit organization, with no employees. Thank you to these generous leaders of the finance industry who make our efforts possible.