Women in Finance and Investments -
2021 and Still Trailblazing

Hosted by the CFA Society Portland and
Jointly Presented with Portland Women in Investment Management
A 60+ minute Zoom-based panel and conversation focused on the real careers, challenges, achievements and encouragement of local women in financial services today.

  • Let’s get real: our panelists share their career stories
  • In our financial services careers – what’s worked well
  • What’s been – or still is – a challenge
  • My credentials – what are they – how have they been meaningful
  • “If I could change one thing about opportunities in the workplace” …
  • We’ll be taking comments, chat and questions from the audience throughout the session

You Bring the Lunch. We’re bringing you a 60-minute zoom-based panel and conversation
Host - Kim Cash, CFA, CAIA, CIPM, CSCP

Founding Partner at Cascade Investment Compliance & Verification Services, LLC (2017) with experience at RVK and Ashland Partners
Panelist - Amanda Harvey, CFP

Co-Founder & Advisor at Uplevel Wealth (2021) with experience at Vista Capital Partners, Deschutes Portfolio Strategies and Brandes Investment Management
Panelist - Karyn Vincent, CFA, CIPM

Senior Head, Global Industry Standards, CFA Institute with experience at ACA Performance Services and as Founder, Vincent Performance Services LLC
Panelist - Stacey Flier, CFA

Principal and Senior Consultant at NEPC, LLC with experience at CTC/myCFO and US Bank
Date: June 22, 2021
Time: 12:00 to 1:00 - presentation | 1:00 to 1:15 - Q&A
Where: Zoom

Please register in advance for this meeting. After registering, you will receive a confirmation email containing information about joining the meeting.

THIS PROGRAM IS FREE TO MEMBERS OF PWIM AND CFASP, AND TO MEMBERS OF THE FINANCIAL SERVICES COMMUNITY WHO WOULD LIKE TO JOIN. (CFASP WILL BE ADDING BACK ITS NON-MEMBER REGISTRATION FEE FOR PROGRAMMING BEGINNING FALL 2021 – SO COME ONE COME ALL TO THIS FINAL FREE PROGRAM OF THE SEASON!)