Hosted in partnership by MassCPAs, CFA Society Boston, and the Boston Estate Planning Council (BEPC), this series brings together members from each organization to explore critical skills that fuel career advancement, enhance communication, and deepen professional impact. Each session will include interactive components, thought leadership, and peer networking opportunities—offering real-world insights and takeaways you can immediately apply to your work.

With high stakes comes even higher standards. But perfectionism comes at a cost. Join well-being strategist, high-performance coach, author and attorney, Wendy Tamis Robbins, JD, CCWS, to learn what fuels your perfectionism and how perfectionism drives overcommitment, decision fatigue, and diminishing returns. Using evidence-based frameworks, structured reflection, and guided practices, participants will learn to replace this pattern with something more durable: strategic prioritization, intentional boundaries around time and energy, and neuroscience-based practices that sustain growth and peak performance over a career — not just a billing cycle.

Same standards. Strategic judgment. Sustainable performance. See what’s possible when you stop using perfectionism to prove yourself and start using your energy to realize your full potential. 

Speaker

Wendy Temis Robbins, JD, CCWS

Speaker info coming soon!

REGISTRATION (registration for this session and other sessions in this series can be accessed using the link below.)

THE EXCHANGE SERIES REGISTRATION

Where and When

From Perfectionism to Peak Performance: The Time and Energy Framework That Makes Excellence Sustainable

Location: 100 High Street, 9th Floor, Boston,MA 02110

Date and Time: Tuesday, September 22, 2026

                           3:00PM - 5:00PM  | Presentation and Q&A

                           5:00 PM - 6:00 PM | Networking at High Street Place

THE H.U.M.A.N. LEADERSHIP FRAMEWORK Leading People Through a Fundamentally Different Workplace

Location: 100 High Street, 12th Floor, Boston, MA 02110

Date and Time: Tuesday, October 20, 2026

                           3:00PM - 5:00PM | Presentation and Q&A

Mastering Difficult Conversations: Delivering Feedback that Works

Location: 100 High Street, 9th Floor, Boston, MA 02110

Date and Time: Tuesday, November 17, 2026

                           3:00PM - 5:00PM | Seminar

Pricing  (pricing represents the cost of each individual session.)

Member Registration | $50.00

Safety Protocols and Policies

By registering for a CFA Society Boston event, program, seminar, course, dinner or meeting all attendees agree to adhere to the Meeting Safety and Responsibility Policy. Click here to view the complete Meeting Safety and Responsibility Policy.