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.
The workplace has fundamentally changed. AI and technology are accelerating the pace of change faster than most organizations can keep up with, teams are increasingly dispersed and roles are shifting. The way we lead people hasn't kept up with all the change — and that gap is showing up every day in disengaged teams, disconnected cultures, and leaders running out of runway.
In this interactive 100-minute workshop, Cecilia Dahl introduces the H.U.M.A.N. Leadership Framework — five practical principles designed for the workplace we are actually navigating today.
Whether you are leading a team, growing in your career, or simply looking to bring more leadership to your role, this session was built for you. The focus is on how each of us can show up as a leader — how we contribute, how we connect to purpose, how we adapt and navigate — at whatever level we are in our careers. Because in today's workplace, the leaders who will stand out aren't necessarily the ones with the biggest titles — they're the ones who understand that people and human connection are still our greatest competitive advantage.
You'll leave with:
- A clear, practical leadership framework you can put to work immediately
- Tools to build alignment, momentum, and adaptability in your work and on your teams
- A new peer connection and a 30-day action plan to carry the momentum forward
Speaker
Cecilia Dahl
Cecilia Dahl is a serial entrepreneur, award-winning leadership strategist, international speaker, and author who has spent her career doing two things: building companies and building people— and discovering that those two things are ultimately the same. As the founder and president of Smart Destinations, Cecilia scaled the company from zero to $100 million in revenue, earning eight consecutive years on the Inc. 5000 list of America’s fastest growing private companies and raising $14 million in venture capital along the way. She is a named inventor on four U.S. patents. She is a founding partner in Travelytic, a data analytics company serving the global travel industry. Cecilia is also the founder of The Remote Leadership Lab and the creator of The H.U.M.A.N. Leadership Framework™—and has helped more than 1,000 leaders navigating the realities of remote and hybrid work. She is a three time Stevie Award winner, a 2025 Noble Awards honoree for Leadership Excellence, a Boston Business Journal Top 40 Under 40 alumni, and has been recognized by World’s Leaders Magazine as one of the world’s most inspiring women leaders.
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.
 .png)