Thu. 9/9

Focus On Your Financial Services Career Roy Cohen Author and Career Coach

Tue. 9/14

MBA World Tour (Not a CFA Society of Seattle sponsored event)

Thu. 9/30

Outlook on China Yan Wang BCA's China Strategist

CFA Seattle welcomed its newest candidates at an elegant reception at downtown wine room, Sip. Photos of the event have been posted.

CFA Season Kickoff: Focus On Your Financial Services Career with author and career coach Roy Cohen

Mr. Cohen is the author of The Wall Street Professional's Survival Guide: Success Secrets of a Career Coach. Drawing on his immense experience helping financial industry professionals find and keep outstanding positions, Cohen tells you what to do when and if you’re fired (or ready to move)...how to develop a “game plan” and search targets...how to build your “story”...how to move from the sell-side to the buyside...and much more. He’ll offer industry-specific guidance on interview strategy, resumes, follow-up, references, and even negotiation with real examples drawn from Cohen’s own practice. Additionally, Cohen spent more than 10 years providing outplacement services to Goldman Sachs’ employees.

Join your fellow charterholders and the Puget Sound region’s financial professionals for an evening of networking and knowledge, whether you’re a job-seeker or just want to learn new techniques in managing your career.

4 p.m. to 5 p.m. Open bar, cocktail networking reception

5 p.m. to 7 p.m. Buffet Dinner and Presentation

Together, we’ll learn…

·         Powerful finance-specific job search techniques

·         Tips for finance pros at all levels, both unemployed and employed

·         The art of the bear market resume
Define your strongest message and your best value proposition

·         References, skeletons, and you
Manage your reputation, perform damage control, and make your skeletons dance

·         You’ve been fired: now what?
Exhale, think, and then craft your best game plan and your most airtight alibi

·         Your secret weapon: self-assessment
Find your best way forward--and the energy and power that comes with it

Mr. Cohen holds an MBA from Columbia University and a BS from Cornell University and is frequently featured on national television. Find more information on Mr. Cohen here.

Members $20

Nonmembers $60

CFA Society of Seattle actively searches for industry job listings that can be found in the members-only section of the site. Register to receive a broadcast email with an overview when new listings are posted. info@cfaseattle.com. Nonmembers can subscribe to the newsletter for $15 for 90 days or $25 for 180 days here. Also, if you know of any available jobs, they can be posted here.

• Providing a forum for the exchange of information, education and ideas among the investment community
• Enhancing members' investment knowledge and professional practices
• Encouraging high ethical standards and professional conduct among all participants in the investment industry, and
• Fostering a culture of inclusion, diversity and respect among investment professionals.

The members, candidates and industry professionals who attended the Second Annual CFA Seattle Golf Tournament and Social agree that the event proved itself to be an invaluable opportunity to meet Seattle's investment-business leaders and participants. From the golf play to the social and putting game, interaction among attendees flowed effortlessly. The event took place at Interbay Golf Center.

Foursomes teed off beginning at 2 p.m. for a round of strokes play where the better score in each hole was selected to represent the team. Each player's score was used at least once. Non-golfing event attendees joined the social at 4 p.m.

With two teams tied for first place with a score of par, a nail-biter of a tie-breaking putt-out determined the winner on the practice green. Soon after, more than forty of the attendees putted to win wine in CFA Seattle's first-ever Win the Wine putting contest. 

The event was scheduled to come to an end at 6 p.m., but thanks to the amicable and collaborative environment among the membership--and the enjoyable weather--this year's golf social concluded just before 8 p.m.

The board extends its thanks to event chair Andrew Bucher and his team of volunteers.

GOLF RESULTS

Longest Drive
Eric Boyd

Closest to the Pin
Erick Wicklund

First Place Team
Kevin Lim
Leisa Western
Wes Western
Jennifer Ziehe

Second Place Team
Brian Drumhiller
Richard Wood
Erick Wicklund
Christopher Jernstrom

Third Place Team
Andy Loechl
Lisa Russell
Lani Darlymple
Daniel Leach

Men - Lowest Individual Scores, listed from lowest
Brian Drumhiller
Kevin Lim
Daniel Leach

Women - Lowest Individual Scores, listed from lowest
Lani Darlymple
Leisa Western
Lisa Russell

Photos of the event are posted!