Upcoming Events


  • Wednesday
    22
    October

    SIGN UP FOR OUR WEEKLY NEWSLETTER

    Oct 22, 25 - Dec 31, 26, (PT)

    Sign up for our Weekly Newsletter! Get our latest updates on our New Programing and exclusive offerings!

    Email: operations@cfaseattle.org (or a pop up form will appear to enter your email address)

  • Thursday
    22
    October

    Mentorship Closing Reception 2026

    Thu, Oct 22, 04:30 PM - 07:00 PM (PT)

    Please join us for our 2026 closing reception. This a great time for all participants to get together and share their experience. We will have a career advisor and recruiter on hand for a short presentation and to answer any questions you may have about the current job market.

    Refreshments and Hors d'oeuvres

    Look forward to seeing you all there!

    Please register by October 9th.

    REGISTER

    This event is free to everyone

    Seattle, WA, United States

  • Wednesday
    28
    October

    CFA Society Seattle-Oktoberfest Social

    Wed, Oct 28, 05:00 PM - 08:00 PM (PT)

    Missed Oktoberfest this year, or just not ready for it to end?

    Join CFA Society Seattle for an Oktoberfest Social
    Rhein Haus
    912 12th Ave
    Seattle 98122

    Wednesday, Oct. 28
    5:00-8:00PM

    REGISTER

    Members - $20
    Non-Members - $40

    Enjoy German food and drinks, grab a lane for bocce, and catch up with familiar faces or meet new ones from across the Society.

    New candidates or members are especially welcome.

    Seattle, WA, United States

  • Wednesday
    4
    November

    Beyond Prompt Engineering: Designing AI Workflows for Investment Teams

    Wed, Nov 4, 11:00 AM - 12:00 PM (PT)

    Victoria D. Bills is the Co-Founder & CEO of Allocraft AI, a platform that brings institutional-grade AI to private market diligence. A two-time FinTech founder and alternatives expert, Victoria previously served as the diligence lead for a $1B fund-of-funds. She founded Allocraft AI to eliminate the bottlenecks and biases in traditional due diligence, building a platform that automates the full workflow — from ingestion and normalization to benchmarking, decision-making, and ongoing monitoring — all with source-cited, audit-ready outputs designed for fiduciaries.

    This session moves beyond basic prompt engineering to explore how investment organizations can architect AI workflows that drive real efficiency — without writing a single line of code. We'll cover the critical distinction between skills and agents, how to coordinate AI-driven workflows across teams, and walk through a practical example using an investment committee memo. Attendees will see pre-recorded demonstrations built in ChatGPT, with annotated slides shared afterward so they can follow along step by step. The goal is for every participant to leave with a framework for building safe, practical AI workflows in their own organization — and a clear picture of how platforms like Allocraft AI scale those concepts to an institutional level.

    REGISTER

    This event is free for everyone

  • Thursday
    12
    November

    U.S. Fiscal Sustainability: Implications for Investors

    Thu, Nov 12, 04:00 PM - 05:30 PM (PT)

    The U.S. debt trajectory is hard to ignore. But what could it mean for portfolios? Join CFA Society Seattle for an in-person conversation with our expert panel where we’ll look a range of possible scenarios and what each could mean for investors. No crystal balls or doomsday predictions, just a lively discussion on practical implications. Drinks and snacks provided. Register now to save your spot!

    REGISTER

    The event is free for everyone

    Seattle, WA, United States

  • Wednesday
    18
    November

    The Athena Doctrine: How Women (and the Men Who Think Like Them) Will Rule the Future

    Wed, Nov 18, 06:00 PM - 07:00 PM (PT)

    What if the traits that move careers forward are not the ones we were taught to reward?

    In The Athena Doctrine: How Women (and the Men Who Think Like Them) Will Rule the Future, brand strategist John Gerzema and journalist Michael D'Antonio start with this large question and back it with data. They surveyed 64,000 people in 13 countries, with the majority of respondents stating traits usually seen as "feminine" are the ones most needed in modern leaders. These include empathy, collaboration, flexibility, patience, honesty, and long-term thinking.

    The authors then traveled the world to find leaders, entrepreneurs, and organizations led by both men and women, already working this way. The book's main argument is that these are leadership traits anyone can build, not gender specific traits.  

    Finance may be the industry where this debate matters most:

    • Risk and long-term thinking. Since 2008, the industry has faced hard questions about overconfidence, short-termism, and incentive structures. The book's focus on patience and long horizons fits with fiduciary duty and sound risk management.
    • Collaboration over the "star" model. Investment decisions are increasingly made by teams, whether in portfolio management, research, or due diligence. The ability to combine different views may matter more than individual bravado.
    • Client trust. Honesty, empathy, and listening lie at the heart of advisory and client relationships. Firms that win and keep mandates tend to be the ones client’s trust.
    • Career strategy. For women in finance, the book offers both validation and a challenge. How do we use these “feminine” trait strengths without being pigeonholed?  

    Please join us for a thoughtful and lively discussion as we explore how men and women alike can build effective leadership skills that advance not only their careers but also their personal growth. Together, we'll challenge the stereotypes that label strengths as "masculine" or "feminine" and celebrate the qualities that make all of us better leaders.

    Everyone is welcome, whether you have finished the book, skimmed it or are simply curious about the topic!

    About the Author(s):

    John Gerzema is CEO of The Harris Poll and a New York Times bestselling author. He is a pollster and brand strategist who uses large-scale consumer research to spot shifts in culture, values, and leadership.

    Michael D'Antonio is a journalist and bestselling author, and he shared a Pulitzer Prize as part of a Newsday reporting team. He has written widely on business, leadership, and American culture.

    REGISTER

  • Thursday
    19
    November

    Kraken Watch Party & Young Professionals Night

    Thu, Nov 19, 05:00 PM - 08:00 PM (PT)

    Hockey season is just warming up!

    Art Marble 21 welcomes CFA Society Seattle as your Seattle Kraken take on the Vancouver Canucks. Enjoy hard-hitting bites and beverages provided by Art Marble and network with local professionals during this Hockey x Finance casual after work happy hour. Kraken or Seattle sports apparel appreciated but not required!

    Members of CFA Society Seattle’s Young Professionals Network (YPN) will also be in attendance, and early-career professionals, CFA candidates, and recent charterholders are especially encouraged to join, meet the YPN community, and learn about upcoming events and opportunities to get involved.

    REGISTER
    Members $0
    Non-members $25

    Seattle, WA, United States