Conference / Seminar, Veterans, Virtual Events & Programming

7th Annual Thinking Beyond the Transition for Veterans

Tuesday, November 2 | 6:00 PM - 8:00 PM

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Overview

Join our Veterans Roundtable group for an evening of conversation and networking that centers the experience and leadership capacity of military veterans. Learn how veterans and military spouses employed in finance can better take inventory of their strengths, preferences, and tolerances to make fulfilling long-term career decisions. 

This two-hour event will feature a keynote presentation, followed by a panel discussion where veterans will share practical examples drawn from their lived experience leveraging skills learned through military service to further successful careers in finance. Attendees will have ample opportunities to engage with speakers during a subsequent Q&A session.

Agenda

6:00 PM | OPENING REMARKS

Won Palisoul, Chair – Veterans Roundtable, CFA Society New York


6:10 PM | KEYNOTE PRESENTATION

Mike Slagh, Founder, Chief Executive Officer, Shift


6:35 PM | BREAK


6:40 PM | PANEL DISCUSSION

Moderator

Christopher Mendez, General Counsel, Chief Compliance Officer, Commonwealth Asset Management LP

Panelists

Mona Dexter, Chief of Staff, Vice President of Operations & Communications, Hiring Our Heroes

Terrence Hayes, Press Secretary, U.S. Department of Veterans Affairs

Margot Phillips, Strategy Lab Director, Management Leadership for Tomorrow

C. Colin Supko, Director, Trusted Capital, Department of Defense


7:30 PM | Q&A


8:00 PM | CLOSING REMARKS

Andrew Auslander, CFA, FRM, Co-Chair – Value Investing Group, CFA Society New York

Additional Details

Learning Outcomes

  • Understand the value of hiring veterans and military spouses 
  • Discuss how to leverage background in military service to transition successfully to roles within the financial industry 
  • Focus on key highlights for selling a differentiated skill set during a job search, resume conversion, and interview prep