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Insurance Industry Modeling Boot Camp

Virtual Only

The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company.

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Centennial Speaker Series: Zachary Karabell on Inside Money: Brown Brothers Harriman and the American Way of Power

Virtual Only

Conspiracy theories have always swirled around Brown Brothers Harriman, and not without reason. Throughout the 19th century, when America was convulsed by a devastating financial panic essentially every 20 years, Brown Brothers quietly went from strength to strength, propping up the U.S. financial system at crucial moments and catalyzing successive booms, from the cotton trade and the steamship to the railroad, while largely managing to avoid the unwelcome attention that plagued some of its competitors.

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Financial Modeling for the Oil & Gas Sector -Wall Street Prep

Virtual Only

This boot camp is an intensive training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Introduction to SQL – Cognitir

Virtual Only

Having a keen understanding of SQL is important as a great deal of corporate data is stored in tabular format . Being able to efficiently work with very large tables to access key information can help professionals add unprecedented value to their organizations as they can better answer various strategic questions after accessing such data. Such information can help organizations develop and sustain competitive advantages .

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Introduction to Python for Business and Finance — Cognitir

Virtual Only

This hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game.

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Centennial Speaker Series: Thomas Peterffy in Conversation with Bob Pisani

Virtual Only

A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance. Join us for a conversation with Thomas Peterffy, chairman and founder of Interactive Brokers Group Inc., a global electronic brokerage firm with a market capitalization of more than $30 billion. Peterffy will be interviewed by CNBC senior markets correspondent Bob Pisani.

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Centennial Speaker Series: The Investment Stewardship Series – An ESG and Value Investing Conversation

Virtual Only

Join us for an evening panel discussion with Gunjan Banati, chief risk officer and managing director at Royce Investment Partners, and Dianne McKeever, chief investment officer and co-founder of Ides Capital Management LP, as they discuss ESG and sustainability factors as material opportunities and risk factors for value investors.

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Other Industry Event, Other Industry Events, Value Investing, Virtual Events & Programming

Data Visualization and Business Analytics with Microsoft Power BI – Cognitir

Virtual Only

Strong data culture is a ​sine qua non​ for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations. Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments.

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Other Industry Event, Other Industry Events, Virtual Events & Programming

Leaders in Digital Assets

Virtual Only

Financial Women's Association and CFA Society New York are pleased to co-host their first content-driven event: Leaders in Digital Assets. The virtual event will feature a panel discussion with women at the forefront of the development of this exciting asset class. The discussion will cover industry trends, the inclusion of women investors, and careers in digital assets today & in the future.

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Other Industry Event, Other Industry Events, Virtual Events & Programming, Young Leaders