You must be logged in to participate.
Jared StecklerKeymasterFriday, August 3 at 5:01 PMPost count: 2
Your Contact Information Name Mario Carias email@example.com Post Custom Field 31086 Event Details Event Title Launch of Millennials report by CFA Institute, Future of Finance and the FINRA Foundation (exact title TBD) Event Start Date 10/04/2018 Start Time 06:00 pm Event Duration 2 Hours Interest Group / Series
- Other – Unlisted
Other – Unlisted CFA Institute Event Type Select Event Type Event Event Location Room Request 3 Rooms (fits up to 200) Expected Attendees 100+ Livestream and/or Recorded Event? Yes Organizers Key Organizers Name Title/Firm OR Volunteer Title Phone Tara Smith Project Manager, Future of Finance CFA Institute firstname.lastname@example.org 434-951-0603 Additional Organizers (If Any) Name Title/Firm OR Volunteer Title Phone Lauren McAdams Director, Society Relations Lauren.email@example.com Communications Secretary & Content Secretary Communications Secretary Name tbc: Sloane Ortel firstname.lastname@example.org Content Secretary Name tbc: Sloane Ortel email@example.com Event Overview Keywords for Marketing Millennial, FINRA, investing Description of Program A live, 75 minute event to launch a research report developed in collaboration between the CFA Institute and FINRA Foundation examining millennials’ investment behaviors, attitudes, and perceptions. The event will be held at the offices of the CFA NY society, with the in-person component accommodating up to 200 individuals (including members of the NY society, FINRA, CFA Institute, and the financial press), and a live stream component for remote attendees. The event will be comprised of a lead-in keynote speech by TBD subject-matter expert, with a panel presentation on the high-level findings of the study led by reps from Zeldis, FINRA, and CFA Institute, followed by a Q&A session. The live event may conclude with a reception. Learning Outcome Statements (LOS): 3-5 Bullet Points TBD Agenda (If Available) To Be ConfirmedOpening remarks by Kurt Schacht (CFAI) & Gerry (FINRA)
Speaker Details Number of Speakers Expected 4-5 Potential Speakers Select Type from drop-down. Add as needed. Other Important Note on Speakers POTENTIAL Speakers Name Title/Firm Email/Phone # of Employees AUM ($US B) URL to Bio Speaker Type Speaker Role Kurt Schacht CFA Institute Other Panelist Gerry Finra Other Panelist CONFIRMED Speakers Name Title/Firm Email/Phone # of Employees AUM ($US B) URL to Bio Speaker Type Speaker Role Asset Owner Panelist Is the press permitted to register for this event? Yes Partners & Sponsors Potential Partners & Sponsors Partner/Sponsor Name Confirmed? Contact Person: Name/Title Who Has the Relationship? (May be N/A) Finra Foundation Yes CFA Institute Yes Lauren McAdams Lauren.firstname.lastname@example.org Terms & Conditions I have read the proposal Terms & Conditions and I understand the CFANY Code of Conduct. I agree to abide by the rules described above and understand that I may be removed as a volunteer, member or employee if I violate any of these rules.
- I understand and agree.
You must be logged in to reply to this topic.