CFA Society Pittsburgh

As we reflect on the year’s accomplishments and set our sights on what’s ahead, revisiting our session on negotiating for women will help to craft a practical roadmap to help reach our goals. In her powerful session from our 3rd CWIM Global Summit, Kathryn Valentine shared a deeply relatable story about attempting to negotiate by following standard advice—and unintentionally violating gender norms in the process. The result? Frustration and missed opportunities. Kathryn didn’t stop there. She turned her experience into action, creating a practical, step-by-step guide tailored to women, grounded in real-life examples. Her approach is one of the most actionable and empowering strategies available. 🎧 Revisit Kathryn’s session to discover how you can negotiate with confidence, stay true to your values, and achieve the outcomes you deserve. 📍 Listen here: https://zurl.co/AD2q #NegotiationTips #WomenInLeadership #HolidayReflections

CFA Society Pittsburgh would like to extend our sincere appreciation to our sponsors, American Century Investments, ArrowMark Partners, First Trust, and PNC, for our 2025 Market Forecast Dinner. Thank you for your generous support, which plays a vital role in bringing this premier event to life. Your partnership helps us foster meaningful connections and provide valuable insights to our community.

CFA Society Pittsburgh is excited to announce a series of events - some hosted by CFA Society Pittsburgh and some by nearby Societies - aimed at inspiring and connecting our community. Join us for the 2025 Market Forecast Dinner and for webinars focusing on building career security and preparation for the CFA Program Level III exam. These events are perfect for professionals looking to enhance their skills and network. We invite you to engage with us and explore the opportunities available. https://conta.cc/4gFPkRX

Proud to see Penn State Behrend alumni Nicholas Findley, CFA and Jason Pettner, CFA, CFP® in this great video!

What a fabulous holiday event put on last night by ACG Pittsburgh, Financial Industries Network, CFA Society Pittsburgh, FEI Pittsburgh, NACD Three Rivers Chapter, Pittsburgh Venture Capital Association, and TMA Pittsburgh. EdgarAgents (EA) was there to wish holiday greetings to current clients and friends, and meet new to discuss and share how we can help support them in 2025! Special thanks to the team at Totum Realty Advisors who hosted a lovely event yesterday as well! Your hospitality was much appreciated and the conversations were great! It was truly an experience trying to get everyone into the group photo!

Revisit Empower Hour: Negotiating Successfully as a Woman from our 3rd Annual Collaborative WIM Global Summit! As we approach year-end and set our New Year's resolutions, it’s the perfect time to revisit our Empower Hour session, Negotiating Successfully as a Woman. Led by Kathryn Valentine, Founder and CEO of Worthmore Strategies, this session dives deep into negotiation strategies tailored specifically for women, moving beyond the standard advice often geared toward a male audience. Kathryn offers insightful, practical approaches to help women improve their negotiation outcomes, while addressing the fear of rejection that can often hold us back. With concrete solutions for advocating effectively, this session equips you with the skills to pursue the career and life you deserve. Start the new year empowered, inspired, and ready to seize every opportunity ahead! Keynote 2 begins at 1:05 into the replay: https://zurl.co/meO7

Our team is growing! We're currently accepting applications for a Client Services Coordinator role.

Thank you for the opportunity — it was an honor and a privilege to speak on a panel with our esteemed peers! The SLC Conference was a wonderful experience overall, and I look forward to the next opportunity to network with our global society partners!

Please join Dr. Filbeck for an overview of the CFA Program along with study strategies to enhance opportunities for success on exam day. Tuesday, December 3 at 12:00 PM #CFAProgram #StudySuccess #PittsburghFinance https://conta.cc/3YOkeRO

Thursday, January 16, 2025 at 12:00 PM EST Join Dr. Greg Filbeck, CFA, FRM, CAIA, CIPM, FDP, PRM, PRP, for a CFA Program Level III review workshop on Thursday, January 16, 2025 from 12:00 to 2:00 PM through Zoom. The workshop will include a discussion of must know subjects on a topic-by-topic basis as well as information on successful exam strategies in the month leading up to the exam. Special focus will include how to approach constructed response questions. https://conta.cc/3C3vGjE