Join us for our Outsourced CIO Roundtable—an exclusive gathering focused on the investment strategies of outsourced CIOs and trends in the usage of outsourced CIO services.
05-20-2026 | 11:30 AM - 01:30 PM ET
Traditional value investing has struggled in recent decades, potentially highlighting a flaw in relying on commonly used value ratios such as book-to-price and earnings-to-price. These measures overlook profits that will be realized in the future and therefore only partially capture a company’s...
05-14-2026 | 12:00 PM - 01:00 PM ET
CFA Society Boston invites you to join us for this half-day conference that will explore how AI is being used today across investment teams, how it is influencing decision-making and capital allocation, and what its rapid growth means for sustainability, data integrity, and long-term market...
06-09-2026 | 01:00 PM - 05:30 PM ET
Have a question about Connect? Looking for a presentation resource? Wondering how to navigate the volunteer platform, tailor a CORE deck, prepare for your first Alliance call, or close out a volunteer opportunity? Join us for our monthly Financial Literacy Volunteer Q&A Live session.
03-03-2026 | 08:00 AM - 08:30 AM ET
Join us for this month's Lunch & Learn!
03-12-2026 | 12:00 PM - 01:00 PM ET
Seeking 2 volunteers to present Understanding Taxes, updated for last year's changes, at Lyyn Public Library.
03-11-2026 | Short Task (a few hours)
CFA Society Boston is ready to launch our next cohort year of our popular Candidate Study Group for Levels I, II & III. Each exam cycle cohort will kick off with a Study Tips & FAQ session led by current Charterholders. If you are a Charterholder who recently sat for a computer based...
09-16-2026 | Short Task (a few hours)
Thursday March 5, 2026 7:00pm to 8:00pm Understanding Your Taxes
03-05-2026 | Short Task (a few hours)
We invite Financial Literacy volunteers, both new and seasoned, as well as members interested in learning about the society’s Financial Literacy initiative.
03-31-2026 | 12:00 PM - 01:30 PM ET
Join us for an overview of the Mentor Match Program. This overview is designed to help you better understand our online platform Connect, how to participate, and how to maximize your experience as a mentor or mentee.
04-01-2026 | 09:00 AM - 10:00 AM ET
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