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A Kaplan Professional Sponsored Event

Leadership Advancement Program: “Are We Hard Wired for Change?”

Tuesday, June 26 | 5:30 – 8:00 PM
Followed by a catered networking reception

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Members: FREE
Nonmembers: $125

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Career Development Group

Overview

A Kaplan Professional Sponsored Event

CFA Society New York and Kaplan Professional present the kickoff event to a series of symposiums on ELEVEN—a Kaplan Professional leadership development program. 

This introductory series will explore ELEVEN methodology and offer attendees an educational learning experience on driving and adapting to change.

ELEVEN program director Milo-Arne Wilkinson will deliver the keynote—“Are We Hard Wired for Change?”—augmented by an audience Q&A, and followed by a full-panel discussion from leading industry practitioners on emerging factors of change and more.

 All topics will be presented in 45-minute workshops and include quick snapshots of the ELEVENT methodology. Each topic promises to be highly interactive, with a 60% / 40% split over theory and practical, and a humorous, storytelling overlay to each.

Agenda

5:30pm – 6:00pm | Registration

6:00pm – 6:05pm | Opening Remarks

6:05pm – 7:00pm | Keynote Presentation & Q&A

“Are We Hard Wired for Change?”

Milo-Arne Wilkinson, Program Director, ELEVEN

7:00pm – 7:40pm | Panel & Q&A

Moderator
Alexis DuFresne, Senior Recruitment Consultant; Spearheads Marketing and Investor Relations Search Practice at Whitney Partners, LLC

Panelists

Daniel Fridson, Fridson Family Office

Kevin S. Gahwyler, CFA, President and CFO, Navy Capital

Adam Sucov, CFA, Managing Director and Head of Internal Sales, J.P. Morgan Funds

7:40pm | Networking and Catered Reception

Ready to take your leadership to extraordinary levels?

You’re already a great leader. Don’t you want to become an extraordinary one?

ELEVEN is a dynamic new leadership program designed to unleash your full potential and take you to an 11/10 in every aspect of your life. Developed by a group of neuroscientists, psychologists and psychotherapists, ELEVEN is based on 11 attributes that will help you understand your true self in order to become an extraordinary leader.

These ELEVEN attributes tap into the rich seam of humanity, exemplifying the very best of what it is to be human.

Adaptability

Agility is the new essential, and true entrepreneurs find themselves evaluating the need to pivot the business model. Give yourself permission to deviate!

Vulnerability

It takes courage to be yourself. Address the default strategies you use to avoid being vulnerable.

Connection

The cornerstone to relationships. Listen to understand rather than listening to respond.

Innovation

Connect divergent dots in new ways to create ideas that break through. Foster an environment that feels uncomfortable for all the right reasons.

Creativity

Tap into your inner child to allow yourself a sense of wonder and original thought.

Purpose

Finding your purpose is one of life’s greatest quests. Confront your purpose, stay curious to it, and allow it to evolve when it needs to.

Bravery

Bravery is the enemy of average. Embrace the role of courage and discomfort in leadership.

Authenticity

Own your space, welcome truths, be who you are, and create a safe space for others to do the same.

Empathy

Know your triggers that prevent true compassion when other people’s differences and choices feel confronting.

Resilience

Inspire strength in yourself and others, especially when it feels hard to do.

Awareness

Open your mind to your blind spots no matter how confronting the FIX might be.

Sponsored by

DISCLAIMER OF ENDORSEMENT

References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.