Upcoming Events

Researched Approaches to the Challenges of AI Adoption in Finance

Join us for a special presentation on researched approaches to the challenges of AI adoption in finance, from the Research and Policy Center. The focus of research on AI explainability as informed by a 2024 survey paired with roundtable discussions on AI and big data use, found key challenges to the wider adoption of AI models. The presentation will explore potential approaches to AI explainability to meet the needs of diverse end-users in the finance sector, as well as an understanding of the standards and ethics related to AI. The work being done by the Research and Policy Centre is to create a centralised hub for open-source collaboration in the investment industry. REGISTER

CFA Institute LIVE 2025

Back by overwhelming demand, our Global Conference will return to bring investment professionals together in 2025. Hosted with CFA Society Chicago, CFA Institute LIVE is designed to deliver relevant, timely, and objective industry knowledge, deepen professional connections, and elevate career goals.

Sustainable Success: Balancing High Performance and Well-Being

Professionals are under constant pressure to deliver results, interpret complex data, and make critical decisions—often with limited time and ever-increasing demands. This interactive workshop tackles both the emotional and cognitive toll of high-performance work, providing practical tools to prevent burnout and foster resilience. Drawing on science, personal insight, and humor, Nicola McCrabbe shines a light on the hidden costs of overwork and mental overload. You’ll walk away with evidence-based strategies to stay sharp, focused, and well—even when the stakes are high. What You’ll Learn: Recognize Burnout Early: Spot the warning signs before they escalate and respond effectively to protect your well-being. Manage Pressure with Clarity and Confidence: Gain tools to handle self-doubt, maintain composure and focus in high-stakes situations. Bounce Back from Setbacks: Employ resilience techniques to recover quickly and confidently when things go wrong. Foster a Mentally Healthy Workplace: Discover practical recommendations to cultivate a supportive, balanced environment—ensuring well-being is a shared priority for both individuals and teams. About the Speaker: Nicola  McCrabbe Founder - Nicola McCrabbe Coaching Nicola McCrabbe helps high-performing professionals and leaders overcome stress and self-doubt to boost resilience, prevent burnout, and achieve meaningful success. As a PCC-certified leadership coach, former computer science professor, and author of Burnout Be Gone: Healthy Habits for the Overwhelmed, Nicola is a trusted authority on resilience, workplace well-being, and managing stress and uncertainty in high-stakes, competitive, and results-driven environments.

SAVE THE DATE - AGM/Member Appreciation Event

Join us on Thursday, May 29, from 5:00–7:00 PM at the Saltlik Sky Lounge for our Annual General Meeting and a special Member Appreciation evening. This is your chance to connect with other members, participate in the AGM, and enjoy light bites and refreshments in one of Calgary’s most iconic restaurants. Event Details 📍 Saltlik Sky Lounge 🕔 Thursday, May 29 | 5:00–7:00 PM 🥂 Drinks & light appetizers provided Registration will open soon. Follow us on LinkedIn to make sure you don't miss the registration announcement.

SAVE THE DATE - Stampede Member Lunch & Social

Join us in-person on July 8 th  for a Taste of Stampede as we celebrate Calgary's iconic Stampede time. This is a great opportunity to connect with fellow members while enjoying a Stampede-themed lunch in the Residence Inn's beautiful Hearth Room & Patio. This is a complimentary event exclusively for members of the CFA Society Calgary. Lunch and 2 drink tickets per person included. Registration will open in late May.