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Collaborative WIM Initiative

This collaboration is modeled after the CFA Institute Women In Investment (WIM) Initiative. CFA societies and FPA chapters around the country have joined efforts to further our shared goals of inclusion and diversity in capitalism. This is a grassroots campaign:
•  To empower female professionals across all facets of the finance industry
•  To support the advancement and development of female leaders, as well as to celebrate their accomplishments
•  To establish a broad-based community and share resources to promote our shared vision
•  To create demand for diversity


JANUARY 12, 2021
CFA Society Indianapolis hosts “Hack Your Own Brain” with Dr. Karolien Notebaert, Founder of One-Step Ahead, Notebaert Consulting.
Register Online

JANUARY 12, 2021
FPA Austin hosts “The 10 Marketing Tools You Never Knew You’ve Always Needed” with Sheryl Hickerson, CEO, Females and Finance.
Register Online

JANUARY 26, 2021
Women Investing in Security and Education hosts “Secrets of Wealthy and Successful Women” with Veronica Dagher, Co-Creator, Wall Street Journal Podcast Series: Secrets of Wealthy Women.
Register Online

FEBRUARY 3, 2021
CFA Society Indianapolis hosts “Break Free from Imposter Syndrome: Embrace Your Confident, Capable Self” featuring Michele Galloway, Of Counsel Cooley.
Register Online

May 6, 2021
CFA Society Los Angeles hosts “The Myth of Fearlessness” with Mary Poffenroth, STEM Faculty at San Jose University.
Registration Opens Soon


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CFA Institute
Making Connexions

Women in Investment Management Conference – October 2020

Submit Speaker or Topic
Submit Resource to Share
• Digital Content created by your Society/Chapter that showcases talented, accomplished female leaders in the finance industry
• Resources to support the advancement and development of female investment professionals
• Relevant industry news related to Diversity & Inclusion

Our inaugural collaborative event on September 29, 2020 (hosted by the Women’s Network of CFA Society Chicago) was the first in a series of programs designed to celebrate female leaders and inspire young professionals. Nearly 200 CFA Society and FPA members joined us for a candid conversation with Stephanie Cohen, Chief Strategy Officer of Goldman Sachs.






Sarah Yao Schutzman, CFA
Managing Partner
Providence Heights Capital Management LLC

CFA Society Indianapolis
WIM Chair, Membership Chair







Arielle Bittoni, CFA
Chief Wealth Strategist
Refresh Investments LLC

CFA Society Los Angeles
Women’s Member Community Co-Chair






Christine Tinker, CFA
Equity Portfolio Manager
Northern Trust Asset Management

CFA Society Chicago
Women’s Network Co-Chair






Regina Gaysina
Vice President
Municipal Finance at RBC
Capital Markets

CFA Society New Mexico
Women’s Advisory Committee






Victoria Prescott, CFA
Associate Director
Capital Markets & Investor Relations
at Realty Income Corporation

CFA Society San Diego
Advocacy Chair


The Collaborative Women in Investment Management (WIM) Initiative is a collaboration between CFA societies and FPA chapters around the country. The information provided on this webpage along with external links are provided by The Collaborative Women in Investment Management (WIM) Initiative and not by CFA Society Chicago.