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CFA Institute, Chicago May 4-7 2025

Hope you’re all holding up well after an incredible week in the markets.

Over the years, we’ve been fortunate to build meaningful connections with so many of you around the world. These relationships have inspired us to create opportunities to come together—whether through our global quarterly events or in-person meetups.

In the past, members of the CWIM board have had the joy of connecting with many of you at the CFA Institute Thrive Conference in Boston last March, with Goelzer Investment Management in Indianapolis last fall, CFA Society Istanbul, CFA Society Emirates, Quants Strats, and more.

 So, we’re especially excited to share that next month, the full CWIM board will be at the CFA Institute Live conference in Chicago, May 4-7! If you’ll be there, please let us know—we’d truly love to see you. For CWIM Ambassadors and society leaders, we are using an exclusive conference chat to help everyone coordinate; please reach out to us at Team@collaborativewim.org for an invitation.

Wednesday, May 14, 2025 12:00 PM 1:00 PM ET

Start your journey to a corporate board seat.

Overview and Key Takeaways

Whether you’re a seasoned executive or rising professional, it’s never too early to prepare for a role in the boardroom. Get unfiltered advice from experienced female professionals who have served on corporate boards and describe the experience as the ultimate career milestone. In an honest discussion, hear first hand what it takes to raise your profile and attain your ideal board appointment.

You will:

• Uncover what a board role entails, including time and financial commitments.

• Learn how to identify opportunities to get involved and pave a path towards board membership.

• Engage with industry professionals who overcame obstacles and earned their seat at the table.

Like anything, it takes careful planning and dedication. Don’t miss your chance to receive exclusive insights and guidance on how you can gain board exposure and be your own best advocate.

It starts with a few simple steps…

This will be a welcoming table talk with organic Q&A.

You are encouraged to invite your colleagues for this complimentary interactive event.

Panelists:

Elizabeth Atlee

Teresa Kong, CFA, NACD.DC®

Moderator:

Monica Erickson, CFA

For more information or to submit your questions in advance, please email team@collaborativewim.org.

CFA Institute Qualified Activity: Eligible for 1.0 PL credit hours

PARTNER EVENTS

June 10th, 2025 10:00 AM- 11:00 AM ET Washington DC, 10-11 June, Main Conference

Each year, Collaborative WIM (Women in Investment Management) is proud to partner with organizations that share our commitment to empowering women and driving real change across the investment industry.

That’s why we’re excited to highlight our partnership with the Fixed Income Leaders Summit (FILS) USA 2025, happening June 9–11, 2025 at the Omni Shoreham Hotel in Washington, D.C.

FILS is the premier gathering for buy-side heads of trading in bonds and derivatives across North America and Europe—and this year, we're thrilled to see 23 powerhouse female speakers sharing the stage to lead the conversation, drive innovation, and shape the future of fixed income.

At CWIM, we believe in the power of visibility and representation. Events like FILS are critical in providing a platform for women to lead, connect, and inspire.

As part of our partnership, you can receive 10% off your FILS registration with the code FILSCWIM10.

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

CWIM Connect

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

CWIM Returnships provides resources to help you fulfill your professional goals of again advancing in your career. While our focus is on returnships—programs similar to internships, with extra training, mentorship and a cohort group to help navigate the return to work—you will find a welcoming forum here to help you locate and prepare for both returner-friendly and traditional job opportunities, through a broad range of resources.

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.