Education & Events
Past Events

Past Events

• Breakfast Seminar

  The New Rules to Attract High Net Worth Clients - SOLD OUT

  October 4, 2018
• Conference

  The Management of Your Career as the New Job Security

  October 2, 2018
• Luncheon

  The Art and Science of Forecasting (In Person & Webinar)

  September 28, 2018
• Luncheon

  MEMBERS ONLY - Blockchain Isn't Coming, It's Already Here: Implications for Financial Services

  September 25, 2018
• Continuing Education Course

  VBA For Finance Professionals (Creating Macros) by The Marquee Group

  September 24, 2018
• Continuing Education Course

  Building a Financial Model by The Marquee Group (SOLD OUT)

  September 20, 2018
• Special Event

  Volunteer Recognition & Kickoff

  September 13, 2018
• luncheon

  Fireside Chat with Sunil Singhania: The Indian Opportunity

  July 17, 2018
• Networking

  Taste of Summer Social - SOLD OUT

  June 27, 2018
• Networking

  The Ultimate Escape Room Challenge and Social - SOLD OUT

  June 20, 2018
• Continuing Education Course

  Building a Financial Model by The Marquee Group - SOLD OUT

  June 18, 2018
• Luncheon Seminar

  What You Want To Know About AI In The Investment Industry But Are Afraid To Ask

  June 15, 2018