Lessons from the C-Suite-February 2023
Member Only Kickoff-January 2023
Holiday Social-December 2022
Professional Designation Alphabet Soup-September 2022
Design Thinking Sprint Experience-September 2022
Summer Social-July 2022
Blurt !?%*: Can I Say That-August 2022
Summer Social-July 2022
Spring Wardrobe Refresh-Anthropologie-May 2022
Holiday Social-December 2021
Summer Social-July 2021
Summer Golf-WIN & CFAP-July 2021
Coffee and P.I.E. – March 2020
Developing Compelling Presentations – February 2020
Holiday Social – December 2019
Negotiation Strategies & Conflict Management – November 2019
Lessons on Leadership – October 2019
Invest Like an Institution – September 2019
Transformational Leadership – July 2019
Behind the Scenes of a Corporate Earnings Call – June 2019
WIN & CFA Golf Outing – June 2019
Retiring the “Old Age” Story – May 2019
Finding Opportunity in Private Markets – April 2019
The New Networking: Building Relationship Capital Online and In Person – March 2019
Find your voice and live your authentic life – January 2019
© 2019 Photo by Jeannie Feliciano, Blue Phoenix Business Services. Used with permission
Holiday Social – December 2018
Leading Change and Maximizing Performance – October 2018
Social Impact Investing – Today and Tomorrow
Summer Social – August 2018
ETF Momentum: The Accelerated Use of ETFs – June 2018
Financial Planning for Women by Women – February 2018
The Rules of Negotiation – January 2018
Annual Holiday Party – December 2017
Blockchain for Beginners – November 2017
Smart Beta Investment Panel – September 2017
Summer Social – August 2017
Economic Update – July 2017
Networking & Mentoring – June 2017
Forecasting Emerging Markets – April 2017
The Power of Influence – March 2017
Crafting a Career in Financial Services – February 2017
Learn with Leaders: Conversation with Ellen Cooper, CIO Lincoln Financial Group – February 2017
Private Equity Panel – Investment Strategies and Hot Topics – November 2016
Chocolate & Wine Social October 2016
Summer Social – July 2016
Cradles to Crayons – June 2016
SEI Interactive Art & Networking – April 2016
Sitting at The Table – March 2016
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