Part III: Veteran Transition Boot Camp ­— Spring 2017

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Part III: Veteran Transition Boot Camp ­— Spring 2017

Part III: Veteran Transition Boot Camp
Resume Conversion: Do’s, Don’ts, Pitfalls and Transferable Skills

6-Part Series
Monday, June 26 – Wednesday, July 12, 2017
6:00 pm – 8:00 pm


[FREE | Members & Nonmembers]

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CFANY Conference Center 1540 Broadway Suite 1010 (45th Street Entrance) New York, NY 10036

CFA Institute CE®

Part IV: 2.0 Credits
Part V: 2.0 Credits
Part VI: 2.0 Credits
Sponsored by Kaplan Schweser

Part I — Finance 101

Dates: June 26, 27, 28 and 29; 6-8PM | Registration Deadline: June 29
Speaker: Frank J. Fabozzi, Ph.D., CFA, CPA
Description: Fundamentals of finance for the transitioning vet. Will begin classes with what career specialization is relevant to each topic taught and will close with how to become more education, i.e. MBA vs. CFA.

Part II —Finding the Right Fit and Managing Expectations

Dates: July 5; 6-8PM | Registration Deadline: July 5
Speakers: Lance Widner, CFA, CFP,  Veterans Roundtable Chair; Won Palisoul, Defense Council Member, Truman Project, NY State Coordinator, DNC Veterans and Military Families Council; Leo Cardoso, CFA, Discretionary Portfolio Manager, IDB Bank
Description: Learn what career options exist within the finance industry and how to decide what path is best to pursue based on skills and career objectives.

Part III — Resume Conversion: Do’s, Don’ts, Pitfalls and Transferable Skills

Date: July 6; 6-8PM | Registration Deadline: July 6
Speaker: Melissa Castello, HR Director
Description: How to convert a resume from military experience to one that catches a recruiter’s eye.

Part IV — Effective Keys to Networking and Business Etiquette

Date July 10; 6-8PM | Registration Deadline: July 10
Speakers: Amanda Veinott, Founder, Miligistix
Description: How to network, who to network with, etiquette on rules of non-military engagement.

Part V — Landing the Interview

Date July 11; 6-8PM | Registration Deadline: July 11
Speakers: Lance Widner, CFA, CFP, Veterans Roundtable Chair
Description: Using online and offline resources to increase interview probability, building your brand online and developing your story.

Part VI — Selling “You” in the Interview and Effective Follow Up

Date July 12; 6-8PM | Registration Deadline: July 12
Speakers: Melissa Castello, HR Director, Oppenheimer
Description: Interview basics, questions to ask / questions to answer, managing follow-up expectations.

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. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
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July 6, 2017
6:00 PM - 8:00 PM
Event Categories:


CFA Society New York
1540 Broadway, Suite 1010 (Entrance on 45th street)
New York City, NY 10036 United States
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