J U L Y

N E W S L E T T E R

September 10th, 2025 12:00 PM ET

Fear and anxiety are powerful forces — but they don’t have to define you.

Beyond the fear of failing or not fitting in, we face pervasive everyday fears triggered by problems and issues in the world around us, like climate change, pandemics, and wars that often manifest as depression, melancholy, anxiety, and stress. Without managing these lingering fears properly, you risk further physical and emotional damage, keeping you from living a fully functioning and happy life. In this Live Q&A session with Mary Poffenroth, author of Brave New You, uncover “neurohacks” that will help you master everyday fear and anxiety.

Don’t miss out on step‑by‑step instructions for building a practice to manage stress and anxiety. Whether in the boardroom, during transitions, or in daily life — reclaim a greater sense of purpose, peace, and power.

Uncover simple, powerful steps towards healing.

Ask questions and get answers to what-if scenarios in a LIVE Q&A with Poffenroth. You are encouraged to invite your colleagues for this complimentary interactive event.

PARTNER EVENTS

September 17th, 2025 5:30PM-8:00 PM Hybrid-CFA Society NY

Planning and Participating – CWIM & CFANY: Behind every great event is thoughtful collaboration.

Collaborative WIM is proud to partner with CFA Society New York to help bring together voices for their upcoming event, “Women in Finance,” on June 17 — a conversation featuring trailblazing leaders across the investment world.

Even better? Two of those leaders come directly from the CWIM network:

• Fran Skinner, CFA, CWIM Advisor

• Nancy Vailakis, CWIM Ambassador

Their stories are powerful, their insights are real, and their leadership is exactly what this industry needs more of. If you're looking for inspiration, perspective, and practical takeaways — join us, wherever you are.

In-person or virtual

Open to all — not just women!

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 Community Whatsapp

Daily Musings is a new WhatsApp community created by CWIM members, for CWIM members — a casual, safe space for CFA charterholders/candidates, professionals and students to: 

• share ideas

• ask questions

• exchange experiences

• stay inspired

• take a breath from the fast-paced activity swirling around you.

You will gain career insights, share market thoughts and celebrate uplifting wins.

CWIM University Relations Whatsapp

Learner’s Lounge is a peer-led WhatsApp community created by CWIM members who understand the journey of becoming a finance professional. Whether you’re preparing for the CFA exams, exploring career paths, or simply looking for a space to learn out loud, you’ll find:

• Real-time Q&A

• Study tips and shared resources

• Encouragement through exam seasons

• Honest stories from others on the same path

• A space to celebrate small wins and big breakthroughs

This is a Learner’s Lounge — not a lecture hall . A cozy, informal community where curiosity is welcome, questions are celebrated, and no one learns alone.

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. Learn more about the program, leadership development opportunities and outcomes. 

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

We are expanding our committee! 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.

CLICK THE IMAGES BELOW TO EXPLORE FURTHER!

REPLAYS

THANK YOU

Collaborative WIM is a women-founded and volunteer-led 501(c)(3) charitable nonprofit organization, with no employees.

Thank you to the generous leaders of the finance industry who share our vision for a better, more inclusive world and work tirelessly alongside us to make it a reality.