Past Programs

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1/22/2021Data Visualization and Business Analytics with Microsoft Pow012221
1/20/2021CFA Society Boston Connect Online Community – Overview of Me012021
1/14/2021Tech Talk: A Conversation about Advisors’ Critical Systems a011421
12/16/2020Climate Data and Portfolio Scenario Analysis121620
12/15/2020The Current Fintech Landscape, its Evolution and Future121520
12/14/2020Investment Portfolio Risk for Insurance Companies – The CIO121420
12/9/2020Career Chat: Fintech120920
12/8/2020Adapting to the New Normal: A Playbook for Virtual Leadershi120820
11/12/2020Distinguished Speaker Series: Fireside Chat with Dan Fuss, C111220
11/11/2020Introduction to Python for Business and Finance112020
11/10/2020Using SASB Standards to Incorporate UN Sustainable Developme11102020
11/10/2020Emotional IQ and the OLÉ Approach to Communicating w/ Client111020
11/9/2020US Insurers and ESG Incorporation in Credit Risk110920
11/5/2020Career Chat: Succession Planning for a Legend110520
11/4/2020CFA Society Boston CFA Exam and Candidate Support Town Hall110420
10/26/2020LIBOR to SOFR Transition102620
10/22/20202020 GIPS® Standards: Let’s Talk About Carve-Outs102220
10/21/2020Climate Change Analysis Case Study - Mirova102120B
10/21/2020Women In Private Wealth Management102120
10/16/2020Virtual Event - Career Chat Data Science092420