SAVE THE DATE—Third Annual Thinking Beyond the Transition for Veterans

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SAVE THE DATE—Third Annual Thinking Beyond the Transition for Veterans

Thursday, November 2 2017
6:00 pm



CFA Society New York Conference Center
1540 Broadway
Suite 1010 (45th Street Entrance)

New York, NY 10036

Transitioning military veterans enter the workforce with diverse experiences and tremendous leadership capacities; yet, achieving the potential benefit for both firm and veteran requires a considerably deeper understanding of what is required for success than either appreciates.

The challenge is significant. In 2014, a survey conducted by Syracuse University’s Institute for Veterans and Military Families found that nearly half of veterans leave their first post-military position within a year.

For many, both those who leave their jobs and those who stick it out, even many years in the civilian workforce can leave veterans unsure of the direction that will bring them satisfaction and success.

  • The root cause of the challenge is the mis-alignment of expectations for both the veteran and the employer.
  • Veterans base many decisions on recruiting and hiring processes where information content is heavily skewed in the favor of the employer
  • Veterans are risk takers and fighters – they believe they can ‘power through’ while many managers just ‘don’t want any issues’ and are dis-incentivized to seek change
  • The civilian workforce profoundly lacks an understanding of the military experience and culture
  • Managers too often take little time to understand or appreciate nuanced capacities and motivators of former military service members

Both veterans and employers have more work to do to improve success rates for each party. This event explores these issues in detail. It offers actionable advice to active duty, currently transitioning and seasoned prior-military and non prior-military professionals wanting to tap the potential of the military’s can-do, high integrity ethos in their organizations.


The event brings together experienced Wall Street professionals and transitioning military persons for an exploration of how to keep prior military talent engaged, while providing organizations with the insights to reap the benefits.

Key Points

Success, impact, wealth – goals that every ambitious veteran craves. And like many young and motivated professionals out of college who are seeking Wall Street careers, they want results and they want these results fast. A lucky few achieve such, but for many, careers are long, winding roads with ups and downs. For veterans, understanding and managing one’s emotional self has parallels with going into a battle. Just as every veteran recognizes that ‘hope is not a strategy’, attendees should come away with a better appreciation that the ups and downs of joining the civilian workforce requires a well thought out strategy.

What You Will Learn

Attendees will gain better tools for assessing their ambitions, their passions, their strengths and weaknesses, and perhaps most importantly, their personal peeves that will almost certainly be triggered along their paths.

Attendees will delve into corporate cultures and gain a deeper appreciation of management styles, differing vantage points, and areas where conflict and dissatisfaction may arise.

Attendees will gain greater appreciation of how to increase probabilities of success and the importance of quality mentors.

Attendees will gain a better appreciation for the camaraderie and structure that they will quickly realize will be lacking from many civilian work cultures, and how to thrive in such an environment.

Who Should Attend

All non-military and prior service member professionals are welcome and encouraged to attend.

CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFANY event or meeting.

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

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