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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220518T180000
DTEND;TZID=America/New_York:20220518T193000
DTSTAMP:20260721T045334
CREATED:20220328T202932Z
LAST-MODIFIED:20220328T202932Z
UID:72824-1652896800-1652902200@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-10/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220519T140000
DTEND;TZID=America/New_York:20220519T160000
DTSTAMP:20260721T045334
CREATED:20220225T054538Z
LAST-MODIFIED:20230907T172034Z
UID:72351-1652968800-1652976000@cfany.org
SUMMARY:2022 Cybersecurity Forum
DESCRIPTION:OverviewWhat best practices should financial firms employ to maintain a secure remote working environment? The 2022 Cybersecurity Forum will address this question and many more. Attendees will learn how to assess and mitigate critical cybersecurity weaknesses in today’s remote-first world.  \nDiscover the critical cybersecurity issues that pose an immediate threat to financial firms and learn how to mitigate these issues. Hear from thought leaders with experience in both the public and private sector as they guide the discussion on actionable tactics to successfully execute a robust\, enterprise-wide cybersecurity strategy.  \nPreventing a cybersecurity crisis is a critical investment that affords many benefits and opportunities to those who remain abreast of the latest threats. Don’t miss this year’s discussion on managing incidents when they occur\, setting firms up for long-term operational success and a safe reputation. Attendees will learn how to realize these advantages and position themselves for a secure\, resilient future.  \nAgenda2:00 PM | WELCOMING REMARKS \n\nChristopher Flens-Batina\, Business Intelligence Analyst\, Vonage\, Co- Vice Chair of Business Management Group\, CFA Society New York \n\n\n2:05 PM | KEYNOTE SPEAKER \n\nDavid Stone\, Office of the Chief Information Security Officer\, Google \n\n\n3:00 PM | BREAK \n\n3:05 PM | PANEL DISCUSSION \n\nModerator \nLeroy Terrelonge III\, VP – Senior Analyst\, Cyber Risk Group\, Moody’s Investors Service \nPanelists \nMorris Beyda\, Partner\, Chief Operating Officer and Chief Compliance Officer\, Colbeck Capital Management \nMichael Brice\, President\, BW Cyber\, LLC \nDavid Stone\, Office of the Chief Information Security Officer\, Google \n\n\n3:45 PM |  BREAK \n\n4:00 PM | CLOSING REMARKS \n\nViviana Ehrenzeller\, CFA\, COO\, Securitized Products Group\, MUFG Securities \n\nAdditional DetailsLearning Outcomes \n\nEffectively assess current threats to your firm \nDiscuss how to build client trust through incident management \nMonitor vendors and assess cyber strategy capabilities \nPrevent critical data loss during a real cybersecurity attack \nUnderstand current regulatory expectations surrounding cybersecurity 
URL:https://cfany.org/event/2022-cybersecurity-forum/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Conference / Seminar,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220520T120000
DTEND;TZID=America/New_York:20220520T133000
DTSTAMP:20260721T045334
CREATED:20220318T051726Z
LAST-MODIFIED:20220318T051726Z
UID:72719-1653048000-1653053400@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nJOIN THIS GROUP
URL:https://cfany.org/event/sustainable-investing-group-meeting-8/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220521T090000
DTEND;TZID=America/New_York:20220522T170000
DTSTAMP:20260721T045334
CREATED:20220418T201716Z
LAST-MODIFIED:20220426T215745Z
UID:73071-1653123600-1653238800@cfany.org
SUMMARY:Insurance Industry Modeling Boot Camp
DESCRIPTION:Presented by Wall Street Prep\, master insurance industry financial  modeling in this 2-day intensive virtual boot camp \nWhat You’ll LearnThe 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. \nCFANY.org: $1\,999 Standard Rate: $2\,499 AgendaPlease note: Each daily session goes from 900 AM – 5:00 PM EST \n\nTopic 1 | INDUSTRY ANALYSIS \n\n\nInsurance sector overview\nP&C and life insurance overview\nSize\, structure and key players\nPersonal vs. commercial vs. specialty lines\nMulti-line Insurance\nMutual insurance companies\nOperating model & structure\nKey drivers\nRisks and regulation\nDual accounting- GAAP vs. Statutory\nKey terminology\n\n\n\nTopic 2 | FINANCIAL STATEMENT ANALYSIS \n\n\nIncome statement analysis\nLoss ratios\, expense ratios and combined ratios\nPremiums & UPR analysis\nBalance sheet analysis\nDAC roll-forward\nReserving process and reserves analysis\nInvestment portfolio analysis\nAccounting for life insurance\nAccounting for annuities\nFinancial leverage analysis\nAccounting for reinsurance\nAnalyzing P&C and Life insurer’s 10-Ks and financial supplements\nAnalysis of statutory financials (including key schedules)\nRisk-based capital ratios\nIdentifiable Intangibles (VOBA\, VODA etc.)\n\n\n\nTopic 3 | CASE STUDY: MODELING \n\n\nCreating an integrated financial statement forecast model for a P&C insurer\nAnalysis of historical income statement and key drivers\nForecasting NPW\, NPE & UPR\nForecasting Loss and LAE ratios\nAnalysis of historical balance sheet and key drivers\nForecasting of loss reserves and reserve development\nForecasting investments and yield\nIncorporating regulatory dividend constraints\nIncorporating operating leverage constraints\nEstimating statutory dividends\n\n\n\nTopic 4| CASE STUDY: VALUATION \n\n\nAnalysis of valuation frameworks & drivers\nComparable valuation methodologies\nIntrinsic valuation approaches\nCreating a dividend discount model step-by-step\nEstimating cost of equity using CAPM\nEstimating terminal value\n\n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n×Course Syllabus\nPlease note: Each daily session goes from 9:30 AM – 4:30 PM EST \nView Full Syllabus\n\nTopic 1 | INDUSTRY ANALYSIS \n\n\nInsurance sector overview\nP&C and life insurance overview\nSize\, structure and key players\nPersonal vs. commercial vs. specialty lines\nMulti-line Insurance\nMutual insurance companies\nOperating model & structure\nKey drivers\nRisks and regulation\nDual accounting- GAAP vs. Statutory\nKey terminology\n\n\n\nTopic 2 | FINANCIAL STATEMENT ANALYSIS \n\n\nIncome statement analysis\nLoss ratios\, expense ratios and combined ratios\nPremiums & UPR analysis\nBalance sheet analysis\nDAC roll-forward\nReserving process and reserves analysis\nInvestment portfolio analysis\nAccounting for life insurance\nAccounting for annuities\nFinancial leverage analysis\nAccounting for reinsurance\nAnalyzing P&C and Life insurer’s 10-Ks and financial supplements\nAnalysis of statutory financials (including key schedules)\nRisk-based capital ratios\nIdentifiable Intangibles (VOBA\, VODA etc.)\n\n\n\nTopic 3 | CASE STUDY: MODELING \n\n\nCreating an integrated financial statement forecast model for a P&C insurer\nAnalysis of historical income statement and key drivers\nForecasting NPW\, NPE & UPR\nForecasting Loss and LAE ratios\nAnalysis of historical balance sheet and key drivers\nForecasting of loss reserves and reserve development\nForecasting investments and yield\nIncorporating regulatory dividend constraints\nIncorporating operating leverage constraints\nEstimating statutory dividends\n\n\n\nTopic 4| CASE STUDY: VALUATION \n\n\nAnalysis of valuation frameworks & drivers\nComparable valuation methodologies\nIntrinsic valuation approaches\nCreating a dividend discount model step-by-step\nEstimating cost of equity using CAPM\nEstimating terminal value\n\n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \nCloseWho is this boot camp for? \n\nFIG Investment Bankers\nInvestment professionals & asset managers focused on the Insurance sector\nCorporate Development and FP&A professionals in Insurance\nValuation & Corporate Finance consultants focused on Insurance\nStudents targeting jobs that require an understanding of the Insurance sector\nAnyone wanting to the learn/refresh skill sets in Insurance analysis and valuation\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThe 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 \nSchedule\nVirtual training runs daily from 9:00 am to 5:00 pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nAdditional Details\nWho is this boot camp for? \n\nFIG Investment Bankers\nInvestment professionals & asset managers focused on the Insurance sector\nCorporate Development and FP&A professionals in Insurance\nValuation & Corporate Finance consultants focused on Insurance\nStudents targeting jobs that require an understanding of the Insurance sector\nAnyone wanting to the learn/refresh skill sets in Insurance analysis and valuation\n\n\nCPE Credit\nEarn 18 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/insurance-industry-modeling-boot-camp-3/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220601T090000
DTEND;TZID=America/New_York:20220603T170000
DTSTAMP:20260721T045334
CREATED:20220506T145617Z
LAST-MODIFIED:20220506T181448Z
UID:73366-1654074000-1654275600@cfany.org
SUMMARY:Financial & Valuation Modeling Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \nLearn Financial Modeling\, Valuation\, DCF\, M&A and more! \n\nFor finance professionals and those looking to break into investment banking\, corporate finance\, equity research\, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.\n\nStep-By-Step Virtual Zoom Training \n\nParticipants learn to model in an intuitive\, step-by-step approach using real case studies.\n\nUsed by Top Financial Institutions \n\nLed by experienced finance professionals\, this is the same training program used to prepare incoming analysts and associates at top financial institutions.\n\nCFANY.org: $1\,519 Standard Rate: $1\,899 Who is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive virtual 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. \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nAdditional Details\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A.
URL:https://cfany.org/event/financial-valuation-modeling-boot-camp-wall-street-prep-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220601T180000
DTEND;TZID=America/New_York:20220601T193000
DTSTAMP:20260721T045334
CREATED:20220411T163216Z
LAST-MODIFIED:20220411T165231Z
UID:73001-1654106400-1654111800@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-11/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220601T180000
DTEND;TZID=America/New_York:20220601T193000
DTSTAMP:20260721T045334
CREATED:20220330T225920Z
LAST-MODIFIED:20220525T152448Z
UID:72862-1654106400-1654111800@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-15/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220602T100000
DTEND;TZID=America/New_York:20220603T131500
DTSTAMP:20260721T045334
CREATED:20220315T035134Z
LAST-MODIFIED:20230907T171917Z
UID:72657-1654164000-1654262100@cfany.org
SUMMARY:What's New in International Financial Reporting Standards
DESCRIPTION:OverviewInternational Financial Reporting Standards (IFRS) are required by 144 jurisdictions around the world\, including 15 of the G20 nations.  The IFRS Foundation is charged with developing and maintaining international accounting and sustainability standards through its oversight of the International Accounting Standards Board (IASB) and the recently formed International Sustainability Standards Board (ISSB).  Our conference will review the current and prospective work programs of the IASB and ISSB and assess their impact on corporate reporting.  Additionally\, our speakers will examine the rollout of European Single Electronic Format (ESEF)\, emerging ESG data standards\, and the  similarities and differences between IFRS and U.S. GAAP. \nRegistration Options Single Day Pass$$30For MembersNonmembers: $60Day 1\, OR Day 22-Day Combo$$40For MembersNonmembers: $80Day 1 AND Day 2AgendaDay 1Day 2Day 1\nThurSDAY\, June 2\n\n10:00 AM | OPENING REMARKS \nArthur Fliegelman\, CFA\, Outgoing Chair of Financial Reporting Analysis Group\, Member of the Board\, CFA Society New York \n\n10:10 AM | OVERVIEW OF THE IFRS FOUNDATION \nZach Gast\, Board Member\, International Accounting Standards Board \n\n10:25 AM | THE THIRD AGENDA CONSULTATION \nRafal Markowski\, FCCA\, Technical Staff\, International Accounting Standards Board \n\n10:45 AM | THE INTERNATIONAL SUSTAINABILITY STANDARDS BOARD \nModerator \nSandra Peters\, CFA\, CPA\, Senior Head\, Financial Reporting Policy\,  CFA Institute \nPanelists \nKatie Schmitz Eulitt\, MBA\, Director\, Investor Relationships; Senior Market Co-leader\, APAC\, Value Reporting Foundation \nMarc Siegel\, CFA\, ESG & Corporate Reporting Thought Leader\, EY \n\n11:45 AM | INTERNATIONAL DATA STANDARDS: THE ESEF ROLLOUT AND EMERGING ESG REPORTING \nModerator \nEric Linder\, CFA\, President\, SavaNet LLC \nPanelists \nJohn Turner\, CEO\, XBRL International \nPranav Ghai\, CEO\, Calcbench\, Inc. \nDean Ritz\, Senior Advisor to the CEO\, Workiva\, Inc. \n\n12:15 PM | MAJOR DIFFERENCES BETWEEN IFRS ACCOUNTING STANDARDS AND U.S. GAAP \nWayne Carnall\, CPA\, Consultant\, PricewaterhouseCoopers \nJames Kroeker\, CPA\, Vice Chairman\, Financial Accounting Standards Board \n\n1:15 PM | CLOSING REMARKS \nStephen P. Percoco\, CFA\, Founder\, Lark Research \nDay 2\nFRIDAY\, June 3\n\n10:00 AM | OPENING REMARKS \nStephen P. Percoco\, CFA\, Founder\, Lark Research \n\n10:05 AM | OVERVIEW OF THE IASB’s CURRENT WORK PROGRAM \nZach Gast\, Board Member\, International Accounting Standards Board \n\n10:45 AM | IASB PROJECT: PRIMARY FINANCIAL STATEMENTS \nModerator \nBarry Korn\, CFA\, President\, Barrett Capital Corporation \nPanelists \nFilipe Camilo Alves\, Senior Technical Manager\, European Financial Reporting Advisory Group (EFRAG) \nNick Anderson\, Board Member\, International Accounting Standards Board \nAnthony Scilipoti\, FCPQ\, FCA\, CPA (Illinois)\, President and CEO\, Veritas Investment Research Corporation \n\n11:30 AM | IASB PROJECT: POST – IMPLEMENTATION REVIEWS \nModerator \nDaniel Noll\, CPA\, Vice President of Financial Reporting\, Forensic and Valuation Services\, AICPA \nPanelists \nGary R. Buesser\, CFA\, Board Member\, Financial Accounting Standards Board \nMary Tokar\, Board Member\, International Accounting Standards Board \n\n12:15 PM | IASB PROJECT: POST – GOODWILL AND IMPAIRMENT \nModerator \nAndreas Ohl\, CPA\, Partner\, PwC \nPanelists \nFredrick Cannon\, CFA\, Board Member\, Financial Accounting Standards Board \nDehao Fang\, Technical Staff\, International Accounting Standards Board \nZach Gast\, Board Member\, International Accounting Standards Board \nJoy Sy\, CPA\, Supervising Project Manager\, Financial Accounting Standards Board \n\n1:00 PM | CLOSING REMARKS \nFrancisco Vazquez Ahued\, Incoming Chair of the Financial Reporting Analysis Group\, CFA Society New York\, Public and Project Finance\, Independent Consultant\,  \nAdditional DetailsLearning Outcomes \n\nExplore the IFRS Foundation\, the IASB and ISSB – including their respective missions\, work programs\, and standard-setting processes.\nAssess the impact of proposed and recently-adopted international accounting standards on corporate financial reporting now and in the future.\nGain background and context concerning the formation of the ISSB\, its work program\, the rollout of its sustainability reporting standards\, and efforts toward integration with financial reporting standards.\nDiscover new ways of accessing corporate financial and ESG information through the ESEF and emerging ESG data standards.\nObtain an understanding of the key similarities and differences between IFRS and U.S. GAAP.
URL:https://cfany.org/event/whats-new-in-international-financial-reporting-standards/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Financial Reporting and Analysis Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220603T120000
DTEND;TZID=America/New_York:20220603T130000
DTSTAMP:20260721T045334
CREATED:20220330T225420Z
LAST-MODIFIED:20220330T225518Z
UID:72860-1654257600-1654261200@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:Group DescriptionThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP
URL:https://cfany.org/event/quantitative-investing-group-meeting-11/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220606T120000
DTEND;TZID=America/New_York:20220608T143000
DTSTAMP:20260721T045334
CREATED:20220331T172456Z
LAST-MODIFIED:20230828T012745Z
UID:72881-1654516800-1654698600@cfany.org
SUMMARY:32nd Annual High Yield Bond Conference
DESCRIPTION:OverviewIntroduction to High Yield\nMONDAY\, JUNE 6 \nThis program focuses on the basic building blocks of high yield investment. Leading practitioners provide an overview of the market’s scope\, structure\, and performance\, as well as a how-to on high yield credit analysis. Another session will explain the basics of bankruptcy\, essential knowledge in valuing bonds with material default risk. This day’s program benefits both new and aspiring high yield practitioners\, providers of services to high yield managers\, institutional asset allocators\, and investment advisors who seek to better understand the role of high yield bonds in their portfolios. \n32nd Annual Conference (General Sessions I & II)\nTUES\, JUNE 7; WED\, JUNE 8 \nCFA Society New York’s longest-running conference brings attendees up to the minute on the market’s outlook as well as key innovations. Leading market participants give their views on the best values in today’s market. Experts discuss the default rate outlook\, quantitative methods\, incorporating ESG into credit analysis\, and recent scholarly research findings. This program is recommended for credit analysts\, fixed income portfolio managers\, institutional investors\, and financial advisors who allocate to the high yield asset class\, as well as providers of services to money managers. \n×Registration\, Fees\, Pricing\n\nMembers\nGeneral Session Single-Day: $20\nHigh Yield Bond Bundle: $50\n\n\nNonmembers\nGeneral Session Single-Day: $60\nHigh Yield Bond Bundle: $150\n\n\n\n\nRegister Now \n\nCloseRegistration Options Single Day Pass$$20for membersNonmembers: $60Day 1\, OR Day 2 OR Day 33-Day Bundle$$50for membersNonmembers: $150Day 1 AND Day 2 AND Day 3AgendaMaster ClassGeneral Session IGeneral Session IIMaster Class\nMONDAY\, June 6\n\n12:00 PM | OPENING REMARKS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:05 PM | OVERVIEW OF THE HIGH YIELD BOND CLASS \nKimberly Stockton\, Senior Manager and Investment Research Strategist\, Vanguard \n\n12:50 PM | BREAK \n\n12:55 PM | HIGH YIELD CREDIT ANALYSIS \nStephen Flynn\, Senior Credit Analyst\, Bloomberg Intelligence \nJoel Levington\, Director of Research\, Bloomberg Intelligence \n\n1:40 PM | BREAK \n\n1:45 PM | BANKRUPTCY BASICS \nGeorge Kuney\, Lindsay Young Distinguished Professor of Law\, The University of Tennessee\, Knoxville \n\n2:30 PM | CLOSING REMARKS & ADJOURNMENT \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nGeneral Session I\nTUESday\, june 7\n\n12:00 PM | OPENING REMARKS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:05 PM | HIGH YIELD STRATEGY \nSrikanth Sankaran\, Managing Director\, Morgan Stanley \n\n12:50 PM | BREAK \n\n12:55 PM | NEW RESEARCH / TRADE IDEAS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n1:40 PM | BREAK \n\n1:45 PM | PORTFOLIO MANAGERS PANEL \nPanelists \nCharles (Chip) Sterling CFA\, Portfolio Manager\, Analyst\, Strategic Advisors / Fidelity \nDavid Jackson\, CFA\, Director\, High Yield\, Richmond Capital \nWill Smith\, CFA\, Vice President\, Director\, US High Yield Credit\,  AllianceBernstein\, L.P. \n\n2:30 PM | CLOSING REMARKS & ADJOURNMENT \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \nGeneral Session II\nWEDNESday\, june 8\n\n12:00 PM | OPENING REMARKS \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC \n\n12:05 PM | NEW DEVELOPMENTS IN COVENANTS \nAnthony Canale\, J.D.\, Global Head of Research\, Covenant Review \n\n12:50 PM | BREAK \n\n12:55 PM | MUTUAL FUND FLOWS \nCameron Brandt\, Director of Research\, Informa Financial Intelligence \n\n1:40 PM | BREAK \n\n1:45 PM | HIGH YIELD TRADING \nChristopher White\, CEO\, BondCliQ \n\n2:30 PM | CLOSING REMARKS & ADJOURNMENT \nMartin Fridson\, CFA\, Chief Investment Officer\, Lehmann Livian Fridson Advisors LLC
URL:https://cfany.org/event/32nd-annual-high-yield-bond-conference/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220606T180000
DTEND;TZID=America/New_York:20220606T193000
DTSTAMP:20260721T045334
CREATED:20220331T143054Z
LAST-MODIFIED:20220331T143054Z
UID:72874-1654538400-1654543800@cfany.org
SUMMARY:Veterans Roundtable Group Meeting
DESCRIPTION:Group DescriptionThe Veterans Committee of CFA Society New York\, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFA Society New York and CFA Institute programs\, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations\, we are able leverage their networks\, and broaden the reach of CFA Society New York and CFA Institute. Why have such a group? The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute. Part of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options\, including the highest levels of finance. Our membership is open to CFA Society New York members\, CFA Charterholders\, CFA program participants\, active duty military service members\, and interested persons dedicated to CFA Institute mission and values. We aim to meet at least six times a year for meetings/socials\, hold a minimum of two CFA Society New York programming events per year\, and actively participate in other veteran organizations at least six times per year.This event will explore the issues of compensation and talent management from the firm perspective. Companies need to understand how to recruit and retain the best talent\, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture\, diversity\, and inclusion is to the mandate of institutional investors. \nJoin Group
URL:https://cfany.org/event/veterans-roundtable-group-meeting-16/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220609T180000
DTEND;TZID=America/New_York:20220609T190000
DTSTAMP:20260721T045334
CREATED:20220110T215043Z
LAST-MODIFIED:20220111T181300Z
UID:71586-1654797600-1654801200@cfany.org
SUMMARY:CFA Society New York Book Club The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power
DESCRIPTION:OverviewThe CFA Society New York Book Club® meets every other month and is designed to be an informal group discussion on a multitude of investment related topics. The author is not present as this is simply a discussion on the book of the month to help members further digest the material and meet other like-minded CFA Society NY members. We will generally have 2-3 books planned in advance so members can pick and choose which ones they are interested in reading prior to the meeting. Overall\, a way to build on our investment knowledge and meet other members. \nTitle: The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power\nAuthor: Max Chafkin
URL:https://cfany.org/event/cfa-society-new-york-book-club-the-contrarian-peter-thiel-and-silicon-valleys-pursuit-of-power/
LOCATION:Virtual Only
CATEGORIES:Book Club & Author Series,CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220611T100000
DTEND;TZID=America/New_York:20220611T180000
DTSTAMP:20260721T045334
CREATED:20220411T215212Z
LAST-MODIFIED:20220608T164954Z
UID:73011-1654941600-1654970400@cfany.org
SUMMARY:Venture Capital Valuation\, Term Sheets & Cap Tables – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, Learn Venture Capital Term Sheets and Model Cap Tables \nOverviewThis boot camp is an instructor-led virtual “Power Session” where trainees learn advanced Excel functionality using an intuitive\, step-by-step approach. This seminar is designed for Excel users who would like to power-charge their productivity in Excel by learning lesser-known but highly-effective functionality. \nTopics Covered \n\nThe VC Process and Term Sheet\n\nThe early stage investing landscape\nA typical VC deal process and timeline\nVC return economics – why they need to hit home runs\nVC Valuation – back-solving into a pre-money / post-money valuation\nUnderstanding VC term sheets\n\n\n\n\nVC Math and Cap Tables\n\nCap Table Math: Dilution and price per share after new round\nCalculating Impact of Option Pool\nCalculating Impact of Multiple Investors\nCalculating impact of Convertible Debt\nConstructing a Cap Table\nFlow of Funds and Distribution Waterfall\n\n\n\nCFANY.org: $799 Standard Rate: $999 What You’ll LearnDemystifying the VC Valuation & Term Sheet \nHow do venture capital (VC) professionals determine the size and ownership stake of their investments? How do they construct term sheets to optimize their chances of generating high investment returns? Using simple examples that slowly grow more complex\, we’ll demystify the math and jargon that’s used in early stage investing \nCap Table & Waterfall Modeling \nMultiple investment rounds\, coupled with even the most common VC deal provisions such as option pools\, convertible debt and liquidation preferences conspire to create significant model complexity when structuring cap tables and waterfalls. Learn how to structure cap tables to address these challenges \nAdditional DetailsSchedule \nThis virtual training session is scheduled for 10a-6p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \n\nExperienced Instructors \nOur instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCPE Credit\nEarn 9.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \nCFANY.org: $319.20 Standard Rate: $399
URL:https://cfany.org/event/venture-capital-valuation-term-sheets-cap-tables-wall-street-prep-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220614T130000
DTEND;TZID=America/New_York:20220614T170000
DTSTAMP:20260721T045334
CREATED:20220506T151829Z
LAST-MODIFIED:20220506T151829Z
UID:73371-1655211600-1655226000@cfany.org
SUMMARY:M&A Deal Structures: Key Concepts for Investment Bankers - Wall Street Prep
DESCRIPTION:Learn how Mergers & Acquisitions deals are structuredM&A Deal Structures Demystified \nThere’s probably no area of M&A more challenging than understanding the differences between deals structured as stock sales or asset sales/338 elections. This condensed “Power Session” will demystify these differences and walk trainees through key tax and accounting implications for both the buyer and seller. \n\n\n\nCFANY.org: $319Standard Rate: $399 THIS IS NOT AN ACADEMIC EXERCISE. It is taught by experienced M&A professionals with a specific focus on M&A accounting issues typically encountered on the job. What You’ll LearnM&A Deal Structures Demystified \nThere’s probably no area of M&A more challenging than understanding the differences between deals structured as stock sales or asset sales/338 elections. This condensed “Power Session” will demystify these differences and walk trainees through key tax and accounting implications for both the buyer and seller. \nTaught by Experienced M&A Professionals \nThis is NOT an academic exercise. It is taught by experienced M&A professionals with a specific focus on M&A accounting issues typically encountered on the job. \nAdditional DetailsOverview\n\nThis boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales. We begin with a quick review of purchase price allocation before walking through the different transaction structures and the significant tax and accounting implications of each. We will examine the benefits and considerations of each deal structure to the buyer and seller and analyze how a negotiation can optimize their outcomes. We conclude with a look at the deal structure’s impact on financial models. \n\nVirtual Training Sign-In and Setup\n\nInstructions on signing into this virtual session will be sent to you prior to the event date. Learn about technical details and more at our Virtual Training FAQ. \n\nSchedule\n\nThis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \n\nWhat’s Included?\n\nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nExperienced Instructors\n\nOur instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCancellation Policy\n\nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/ma-deal-structures-key-concepts-for-investment-bankers-wall-street-prep-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220615T090000
DTEND;TZID=America/New_York:20220616T170000
DTSTAMP:20260721T045334
CREATED:20220506T153433Z
LAST-MODIFIED:20220506T153433Z
UID:73374-1655283600-1655398800@cfany.org
SUMMARY:Excel Visual Basic (VBA) for Finance - Wall Street Prep
DESCRIPTION:Unlock the Power of Excel VBA and Become the Office Superhero\nWhat You’ll Learn\nStart Writing VBA From ScratchGet up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros\, functions and subroutines.\nImmediately Use VBA on the JobWe’ll show you how you can start using macros in a finance setting by running through real-world exercises such as calculating asset returns and building a payback-period calculator.\nNo Coding Experience NeededDesigned for complete newbies and/or those looking for a refresher. No prior programming knowledge is needed\n\nCFANY.org: $1\,039 Standard Rate: $1\,299 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \n\nDAY 1 | The VBA Environment; Start Writing Your Own Code! \n\nOn Day 1\, we’ll bring trainees (including first-time programmers) up to speed with the VBA environment and dive right into some real-world exercises that will teach you how to write your own code including macros\, functions and subroutines. \n\n\nDAY 2 | Real-world Applications of VBA for Finance \n\nOn Day 2\, we’ll dive right into exercises that show how finance professionals can save tons of time automating tasks. We’ll show you how to tackle large data sets with ease\, how to build your own userforms and controls and how to query a database. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\nAdditional DetailsWho is this boot camp for? \nThis boot camp is designed for anyone who wants to learn VBA and add Excel automation to their skill set.  Given Wall Street Prep’s client base\, attendees tend to come from the following backgrounds: \n\nFinancial planning and analysis and treasury\nCorporate finance and business development\nCredit analysts\nQuantitative finance and trading\nSell-side / buy side analysts\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive instructor-led training program where trainees learn the secrets of Automation and Efficiency in Excel VBA using an intuitive\, step-by-step approach. Participants will write subroutines and user-defined functions in VBA in a fun and energetic setting. We will build templates that can quickly turn large obscure data files into clean\, elegant reports. We will learn iteration methods to dramatically increase productivity. Participants will also create user interfaces and build data entry forms to interact with Excel users. No prior programming knowledge is needed. \nSchedule\nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel VBA templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nWhat You’ll Need \nPC Laptop with Microsoft Excel installed. If you can only use a Mac\, please set up your Mac to have a Windows environment via a virtual machine app such as Parallels or VMWare Fusion. \n\nCPE Credit\nEarn 18 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nCancellation Policy \nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/excel-visual-basic-vba-for-finance-wall-street-prep-2/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220615T090000
DTEND;TZID=America/New_York:20220617T170000
DTSTAMP:20260721T045334
CREATED:20220506T145633Z
LAST-MODIFIED:20220506T145633Z
UID:73367-1655283600-1655485200@cfany.org
SUMMARY:Financial & Valuation Modeling Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \nLearn Financial Modeling\, Valuation\, DCF\, M&A and more! \n\nFor finance professionals and those looking to break into investment banking\, corporate finance\, equity research\, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.\n\nStep-By-Step Virtual Zoom Training \n\nParticipants learn to model in an intuitive\, step-by-step approach using real case studies.\n\nUsed by Top Financial Institutions \n\nLed by experienced finance professionals\, this is the same training program used to prepare incoming analysts and associates at top financial institutions.\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 Who is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive virtual 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. \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nAdditional DetailsWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A.
URL:https://cfany.org/event/financial-valuation-modeling-boot-camp-wall-street-prep-8/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220615T180000
DTEND;TZID=America/New_York:20220615T193000
DTSTAMP:20260721T045334
CREATED:20220411T164946Z
LAST-MODIFIED:20220411T165320Z
UID:73003-1655316000-1655321400@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-36/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220621T130000
DTEND;TZID=America/New_York:20220621T170000
DTSTAMP:20260721T045334
CREATED:20220429T040654Z
LAST-MODIFIED:20220429T040654Z
UID:73262-1655816400-1655830800@cfany.org
SUMMARY:Modeling Multifamily Real Estate – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, learn about real world “on the job” multifamily real estate modeling \nWhat You’ll LearnBuild a Multifamily Real Estate Model Step-By-Step \nHow do private equity and real estate professionals build financial models to analyze whether to invest in a multi-family property? \nIn this virtual “Power Session\,” you will learn how a real multifamily model is constructed and used to generate key investment insights. \nExcel Model Template Included \nA comprehensive reusable multifamily real estate model template is included with this course. \nCFANY.org: $319 Standard Rate: $399 Who is this boot camp for?\nProfessionals and students pursuing careers in Real Estate Private Equity.\nReal estate professionals looking to add financial modeling skills to their existing skill set.\nIndividual investors and anyone interested in the Real Estate industry.\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nDesigned for investment banking\, PE and real estate investment professionals\, you will learn how professionals underwrite and analyze multi-family properties in order to evaluate investment opportunities and drive valuation. This course does not assume a prior background in Real Estate. However\, this course is taught at a fast pace and those who enroll should have an introductory knowledge of accounting and proficiency in Excel. \n\nUsing a typical offering memorandum (OM) to extract key detail used in the model\nHow historical financials drive the pro-forma\nProjecting top-line revenue performance (effective vs. gross rent)Modeling occupancy/vacancy loss\, non-revenue units\, and uncollectible rent assumptions\nGetting to NOI: Projecting the most common operating expenses\nHow to underwrite capital expenditures (defensive vs. offensive)\nHow to calculate levered returns\nModeling the key equity and debt metrics in multifamily real estate (Yield-on-cost\, Cash-on\ncash yield\, DSCR\, and debt yield)\nUnderstanding value allocation\nModeling Sources & Uses\nConstructing the NOI and Returns Summary tables\nSensitizing key outputs to frame purchase price ranges for a multi-family real estate property\nTypical return profile for a multi-family\nFinancial due diligence: Sales comparable and market surveys\n\nSchedule\nThis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \nAdditional Details\nWhat’s Included? \nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nExperienced Instructors \nOur instructors are all practitioners with years of directly relevant real-world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCPE Credit\nEarn 4.5 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://cfany.org/event/modeling-multifamily-real-estate-wall-street-prep-4/
LOCATION:Virtual Only
CATEGORIES:Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220621T180000
DTEND;TZID=America/New_York:20220621T193000
DTSTAMP:20260721T045334
CREATED:20220331T145235Z
LAST-MODIFIED:20220331T145549Z
UID:72876-1655834400-1655839800@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-18/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220621T180000
DTEND;TZID=America/New_York:20220621T193000
DTSTAMP:20260721T045334
CREATED:20220331T000232Z
LAST-MODIFIED:20220331T000232Z
UID:72869-1655834400-1655839800@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable. \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-10/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Group Meeting,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220621T180000
DTEND;TZID=America/New_York:20220621T193000
DTSTAMP:20260721T045334
CREATED:20220330T231216Z
LAST-MODIFIED:20220330T231216Z
UID:72864-1655834400-1655839800@cfany.org
SUMMARY:Business Management Group Meeting
DESCRIPTION:Group DescriptionThe Business Management Group focuses on non-portfolio management issues confronting the COO and other leaders within money management firms\, such as how to successfully launch and operate a business. These issues include\, business planning\, capital raising\, enterprise technology\, compliance\, market trends\, cybersecurity\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. The BMG’s goal is to understand the business and other risks associated with running a money management\, while serving as a bridge between the buy and sell sides. \nIf you would like to participate in this group\, attend industry events and networking opportunities\, or to be added to the Business Management distribution list\, please contact us at bmig@cfany.org or join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/business-management-group-meeting-18/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220622T120000
DTEND;TZID=America/New_York:20220622T130000
DTSTAMP:20260721T045334
CREATED:20220330T234218Z
LAST-MODIFIED:20220513T183631Z
UID:72867-1655899200-1655902800@cfany.org
SUMMARY:Alternative Investment Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Alternative Investments Group is to provide a forum for the discussion and analysis of nontraditional investment approaches\, including all forms of hedge funds\, funds of funds\, private equity\, structured products\, institutional real estate\, and other investments not typically available in the retail marketplace. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, please contact us at aig@cfany.org\, to be added to the Alternative Investments distribution list or join our LinkedIn Group. \n JOIN THIS GROUP
URL:https://cfany.org/event/alternative-investment-group-meeting-7/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220623T170000
DTEND;TZID=America/New_York:20220623T203000
DTSTAMP:20260721T045334
CREATED:20220613T173834Z
LAST-MODIFIED:20230907T171617Z
UID:73676-1656003600-1656016200@cfany.org
SUMMARY:Healthcare Communities in Healthcare Ecosystems
DESCRIPTION:OverviewThis Event will hone in on investments in healthcare real estate\, such as seniors housing\, medical office\, life sciences\, acute care facilities\, hospitals\, as well as outpatient healthcare facilities\, located in Midwest markets in the United States\, which is where a predominant concentration of healthcare ecosystems are located. As the US healthcare system represents more than 17% of U.S. GDP\, this sector touches the lives of all Americans. Furthermore\, as the COVID-19 pandemic has throttled certain real estate sectors\, such as office and retail\, other sectors\, such as healthcare real estate\, are demonstrating strong performance. Additionally\, this Event will focus on healthcare practitioners who are leaving the medical field and are becoming emerging owner/operators in the real estate arena\, which is a growing trend. \nAgenda5:00 PM | INTRODUCTION \n\n5:10 PM | KEYNOTE PRESENTATION \n\nPat Basu\, M.D.\, MBA\, President and CEO\, Cancer Treatment Centers of America \n\n\n5:45 PM | PANEL DISCUSSION \n\nModerator \nPatrick Nessenthaler\, CFA\, CAIA\, CRE\, Vice Chair of the Alternative Investments Group\, CFA Society New York \nPanelists \nTamir Aldad\, MD\, CEO\, Mindful Care \nTaggart (Tag) Birge\, President and CEO\, Cornerstone Companies\, Inc. \nMichael Freiburg\, VP of Capital Markets\, Montecito \n\n\n6:45 PM | NETWORKING  \nAdditional DetailsLearning Outcomes \n\nExplore the largest healthcare ecosystems in the Midwest\, are these primary ecosystems for healthcare real estate investment\nSenior housing has taken a significant impact during the COVID-19. What is the future of this industry and how do other trends within sector impact its future?\nAs more healthcare practitioners are now becoming emerging real estate owner/operators\, how does there hands-on experience in the medical field improve their performance in real estate?
URL:https://cfany.org/event/healthcare-communities-in-healthcare-ecosystems/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Global Passport,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220624T120000
DTEND;TZID=America/New_York:20220624T133000
DTSTAMP:20260721T045334
CREATED:20220331T142234Z
LAST-MODIFIED:20220624T155023Z
UID:72871-1656072000-1656077400@cfany.org
SUMMARY:Sustainable Investing Group Meeting
DESCRIPTION:Group DescriptionThe Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues\, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental\, social\, and governance factors in security analysis.  \nJOIN THIS GROUP \nGuest SpeakerLorraine Wilson\nChief Impact Officer\, Novata\n \nLorraine is Chief Impact Officer and Head of ESG at Novata. Prior to Novata\, Lorraine was managing director of investor solutions at JUST Capital\, a nonprofit research organization\, where she developed ESG product partnerships and research collaborations with global asset managers. Previously\, Lorraine held roles in investment management in New York at Bank of America Merrill\, Third Avenue Management\, and Goldman Sachs. Lorraine is an advisor to the NYU Center for Sustainable Business. She is based in Washington\, D.C.
URL:https://cfany.org/event/sustainable-investing-group-meeting-9/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Group Meeting,Interest Group Meetings,Sustainable Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220627T183000
DTEND;TZID=America/New_York:20220627T200000
DTSTAMP:20260721T045334
CREATED:20220331T152118Z
LAST-MODIFIED:20220331T152118Z
UID:72878-1656354600-1656360000@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\n\n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-18/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Fintech Thought Leadership Group,Free for Members,Group Meeting,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220629T180000
DTEND;TZID=America/New_York:20220629T193000
DTSTAMP:20260721T045334
CREATED:20220411T165842Z
LAST-MODIFIED:20220411T165842Z
UID:73006-1656525600-1656531000@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-37/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220712T130000
DTEND;TZID=America/New_York:20220712T170000
DTSTAMP:20260721T045334
CREATED:20220615T193401Z
LAST-MODIFIED:20220615T193828Z
UID:73709-1657630800-1657645200@cfany.org
SUMMARY:M&A Deal Structures: Key Concepts for Investment Bankers - Wall Street Prep
DESCRIPTION:Learn how Mergers & Acquisitions deals are structuredM&A Deal Structures Demystified \nThere’s probably no area of M&A more challenging than understanding the differences between deals structured as stock sales or asset sales/338 elections. This condensed “Power Session” will demystify these differences and walk trainees through key tax and accounting implications for both the buyer and seller. \n\n\n\nCFANY.org: $319Standard Rate: $399 THIS IS NOT AN ACADEMIC EXERCISE. It is taught by experienced M&A professionals with a specific focus on M&A accounting issues typically encountered on the job. Overview\n\nThis boot camp is an intensive instructor-led training program where trainees learn about legal and tax structures in M&A with a specific focus on the differences and contrasting motivations between asset sales and stock sales. We begin with a quick review of purchase price allocation before walking through the different transaction structures and the significant tax and accounting implications of each. We will examine the benefits and considerations of each deal structure to the buyer and seller and analyze how a negotiation can optimize their outcomes. We conclude with a look at the deal structure’s impact on financial models. \n\nVirtual Training Sign-In and Setup\n\nInstructions on signing into this virtual session will be sent to you prior to the event date. Learn about technical details and more at our Virtual Training FAQ. \n\nSchedule\n\nThis virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \n\nWhat’s Included?\n\nComprehensive training materials and unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nExperienced Instructors\n\nOur instructors are all practitioners with years of directly relevant real- world experience and have a passion for teaching. They understand the importance of teaching in a way that empowers students to apply the lessons from the classroom directly on the job. \n\nCancellation Policy\n\nParticipants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.
URL:https://cfany.org/event/ma-deal-structures-key-concepts-for-investment-bankers-wall-street-prep-5/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220713T090000
DTEND;TZID=America/New_York:20220715T170000
DTSTAMP:20260721T045334
CREATED:20220615T203838Z
LAST-MODIFIED:20220615T203838Z
UID:73724-1657702800-1657904400@cfany.org
SUMMARY:Breaking Into Private Equity: LBO Modeling and PE Deal Process Masterclass - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep: The PE Masterclass: Crushing the paper LBO is just the beginning\n** Formerly called the Private Equity Boot Camp \nLearning ObjectivesLBO Modeling & the PE Deal Process \nThe Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions. But effective PE professionals must also understand the nuances of the private equity deal process and the non-modeling day-to-day responsibilities of a PE professional. \nLed by PE Professionals \nThis boot camp is NOT an academic exercise. It is taught by PE professionals who have been involved in some of the most high-profile private equity deals in the last 10 years. \nLearn from the Private Equity’s #1 Trainer \n4 of the Top 5 Private Equity firms globally use Wall Street Prep to train their incoming PE Analysts and Associates. Attending this program gives you access to the same virtual training. \nCFANY.org: $1599 Standard Rate: $1\,999 AgendaThis virtual session goes from 9am-5pm EST \nDay 1 | LBO AND PE OVERVIEW LBO MODELING \nThe boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal\, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts\, typical deal structures and current industry dynamics. \nDay 2 | LBO MODELING/PE DEAL PROCESS \nTrainees begin the LBO modeling process\, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches\, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation. \nDay 3 | LBO MODELING/PE DEAL PROCESS \nTrainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model. \nOnline | PRE-SEIMNAR EXCEL TRAINING \nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \nOnline | POST-SEMINAR ONLINE ACCESS \nEnrollment includes access to the following online course(s): Financial Statement ModelingLBO Modeling \nBoot Camp DetailsOverviewInstructorsAdditional DetailsOverview\nLed by former private equity professional with applied expertise in LBO modeling methodologies\, this seminar begins with a deep dive into the Private Equity deal process and the day-to-day responsibilities of a PE professional. The boot camp then turns to modeling\, where participants will learn how to build a real\, complex LBO model the way it’s done on the job. \nInstructors\nJessica Holton\nMost recently\, Jessica was an associate in the Carlyle Group’s U.S. Buyout Consumer & Retail group where she focused on evaluating investments\, building valuation models\, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle\, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley\, where she advised private equity clients on buy-side\, sell-side\, public offerings and refinancing opportunities. \n\nMichael Stack\nBefore joining Wall Street Prep\, Michael was Director of Product Development at DICK’S Sporting Goods\, Inc. Prior to attending business school\, he was an Associate at Warburg Pincus\, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon\, a boutique investment bank\, as an analyst advising clients primarily on M&A transactions. \nAdditional Details\nSchedule \nThis virtual training session will run from 9a-5p daily (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms. \n\nWhat’s Included? \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nWhat You’ll Need \nLaptop\, Notepad\, and Calculator. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. In addition\, it is strongly recommended that attendees complete the Financial Statement Modeling online course that comes with enrollment ahead of the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \nAdditional DetailsWho is this boot camp for? \n\nThis PE Masterclass is targeted specifically for the following audience:\n\nInvestment banking analysts planning to or actively interviewing for PE\nMBAs and undergraduates pursuing private equity\nCurrent private equity professionals seeking to improve their skill set\nLeveraged finance and credit professionals seeking a better understanding of their PE clients’ process
URL:https://cfany.org/event/breaking-into-private-equity-lbo-modeling-and-pe-deal-process-masterclass-wall-street-prep-5/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220713T180000
DTEND;TZID=America/New_York:20220713T193000
DTSTAMP:20260721T045334
CREATED:20220613T182242Z
LAST-MODIFIED:20220613T182242Z
UID:73679-1657735200-1657740600@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-38/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220720T090000
DTEND;TZID=America/New_York:20220722T170000
DTSTAMP:20260721T045334
CREATED:20220615T202211Z
LAST-MODIFIED:20220615T202654Z
UID:73716-1658307600-1658509200@cfany.org
SUMMARY:Financial & Valuation Modeling Boot Camp – Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \nLearn Financial Modeling\, Valuation\, DCF\, M&A and more! \n\nFor finance professionals and those looking to break into investment banking\, corporate finance\, equity research\, this boot camp will teach you how to build financial and valuation models the way it’s done on the job.\n\nStep-By-Step Virtual Zoom Training \n\nParticipants learn to model in an intuitive\, step-by-step approach using real case studies.\n\nUsed by Top Financial Institutions \n\nLed by experienced finance professionals\, this is the same training program used to prepare incoming analysts and associates at top financial institutions.\n\nCFANY.org: $1\,359 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseWho Is This Boot Camp For?\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional DetailsOverview\nThis boot camp is an intensive virtual 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. \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nAdditional Details\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A.
URL:https://cfany.org/event/financial-valuation-modeling-boot-camp-wall-street-prep-9/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
END:VCALENDAR