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.

Series Overview

From Perfectionism to Peak Performance: The Time and Energy Framework That Makes Excellence Sustainable - September 22, 2026

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, o 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.

THE H.U.M.A.N. LEADERSHIP FRAMEWORK Leading People Through a Fundamentally Different Workplace - October 20, 2026

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

Mastering Difficult Conversations: Delivering Feedback that Works - November 17, 2026

Giving and receiving feedback is one of the most critical—and sometimes most avoided—skills in the workplace. Whether navigating performance issues, managing up, or addressing team dynamics, how you communicate in difficult moments can define your effectiveness as a professional and leader.

This interactive session with Kim Meninger, MBA, PCC, will equip participants with practical frameworks to approach challenging conversations with clarity, confidence, and compassion. Through real-world scenarios and small-group exercises, attendees will learn how to deliver constructive feedback, respond productively when receiving it, and turn difficult conversations into opportunities for stronger relationships and better outcomes.

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

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

Date and Time: Tuesday, October 20, 2026

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

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

Date and Time: Tuesday, November 17, 2026

                           3:00PM - 5:00PM | Seminar

Member Registration | $50.00

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