Thursday, 20 September 2018

1:30–2:30 p.m.

Optional: Yoga Classes

Satori Yoga offers yoga and meditation classes for a variety of levels from early in the morning to later evening classes. There are several classes to choose from in the early afternoon before the conference starts.

The studio is an 8-minute walk from the hotel, and is offering conference attendees $4.00 off the regular class drop in + mat rental rate for the entire month of September; use code CFA2018 when registering.

The class schedule can be found here.

Special thanks to Andrea Stern and Satori Yoga for welcoming conference attendees to San Francisco!

3:30–4:30 p.m.

Career Development Sessions: Skill-Building Workshops

Choose from three different practical workshops that will focus on the soft skills needed to advance your career. Interact with speakers who are executive coaches and leading practitioners to gain their advice about crafting your resume, networking, negotiating promotions and salaries, and building your unique path to reach your personal career goals. You’ll have the opportunity to discuss topics and ask questions of the experts in an informal, small-group setting.

Achieving “Next-Level” Success by Leveraging Relationships
Fran Skinner, CFA
Chief Administrative Officer, Investments
Diamond Hill Capital Management, Inc.

In this interactive session, Fran Skinner will briefly share her unusual journey towards achieving her CFA designation, which changed her career trajectory in positive but unexpected ways. Through an interactive exercise, participants will learn practical ways to achieve “next-level” success and to help others achieve success by leveraging existing relationships. This session will explore:

  • How to be open to new possibilities regardless of prior career and education decisions
  • How to be that person in others’ lives that drives the creation of “leaders at every level”
  • Which simple questions immediately reveal specifics about where your “next-level” success may be

Reverse-Engineering Your Long-Term Career Goals
Jared Redick
Executive Résumé Writer and Career Transition Coach
The Résumé Studio

What if there were strategies you could use today to cultivate what your career might look like in two, five, or ten years? In this session, Jared Redick shares how he helps clients from grad school to the C-suite make thoughtful investments today that can amplify career earnings, opportunities, and satisfaction tomorrow. The session includes practical career development handouts. Highlights:

  • Planning ahead for new jobs, promotions, and board appointments
  • Writing a game-changing résumé, LinkedIn profile, and executive bio
  • Cautiously tell your career story to your public and private audiences
  • Message your value without hyperbole or understatement

Building Your Path to the C-Suite and Board Room
Patrice E. Merrin
Independent Director​
Glencore PLC and Kew Media Group

  • It is widely known that companies that promote diversity in their C-Suite and on their boards have a distinct competitive advantage and can substantially outperform companies that do not
  • In this interactive workshop, join a pioneer who has extensive C-Suite experience and as a Board Director for a number of public and private companies
  • Hear about her unique business career and  her advice and guidance about the steps you can take now to enhance your prospects for promotion, recruitment, and career success
  • Learn to identify your unique skills that set you apart, how to match your skills with those needed on boards or at the executive level, and how to successfully negotiate your place at the table

5:00–5:15 p.m.

Conference Welcome

5:15–6:15 p.m.

Opening Keynote: The Time Has Come: Why Men Must Join the Gender Equality Revolution

Michael Kaufman
Senior Fellow, Instituto Promundo
Member, G7 Gender Equality Advisory Council

Cheryl Evans, Moderator

  • Although many assume that gender equality and women’s rights are “only” women’s issues, achieving equality, increasing diversity, and improving the lives of half the world’s population should be reason enough for men to actively support these movements.
  • But there are two other reasons: One is that gender equality is transforming our workplaces and economies, helping us rethink leadership and work–life balance, and unleashing tremendous talent and productive energies.
  • The second is that gender equality is actually the best thing that’s ever happened to men, as it is positively transforming their lives.

Watch now

7:30-9:30 p.m.

Optional: Networking Dinners

CFA Society San Francisco welcomes you! As co-hosts of the conference, CFA Society San Francisco has made reservations at seven nearby restaurants on Thursday evening. Please note that dinner will be at your own cost.

At this time all of the dinner reservations are full, but please come by the CFA Society San Francisco booth on Thursday to see if there have been any cancellations.


Bluestem Brasserie (American) FULL


Café Claude (French) FULL


E&O Kitchen (Asian Fusion) FULL


John’s Grill (Steak and Seafood) FULL


Hakkasan (Chinese) FULL


Scala’s Bistro (Italian) FULL


Amber (Indian) FULL