Webinar | Boardroom to ballot: Governance insights for investment professionals

How does governance shape investment strategies? We’ll examine the impact of governance on investment decision-making and explore its role as a potential alpha factor.

This session offers practical insights for investment professionals looking to enhance their approach to risk assessment and value creation. Learn from real-world examples and gain a deeper understanding of proxy voting practices and institutional investor expectations.

Format: Online

Audience: Member, Candidate, Non-member

Speaker(s):

Martin Lawrence, Director, Ownership Matters

Webinar | Financial modelling best practices

This practical and engaging webinar will unpack 10 essential best practices for building high-quality financial models that inspire confidence and drive better decisions. Discover how to improve model structure, clarity, and technical execution—whether you’re refining your skills or starting to build your modelling discipline.

Led by Ian Schnoor, CFA, CFM, this session is ideal for finance professionals, analysts, and students seeking to elevate their modelling capabilities.

Format: Online

Audience: Member, Candidate, Non-member

Speaker(s):

Ian Schnoor, CFA, CFM, Executive Director of Financial Modeling Institute

QLD Chapter | Women’s fireside chat and social event

A relaxed evening of drinks, networking, and candid conversation with leading women in finance. This is your chance to connect with peers, expand your professional circle, and engage with Dr. Katrina Hibberd, CFA, Portfolio Manager at Australian Retirement Trust, and Gemma Lynam, CFA, Partner, Advisory at BDO.

Enjoy informal chats about building confidence, finding mentors, and navigating the finance industry. Whether you’re looking to be inspired, ask questions, or simply connect with like-minded professionals, this event is for you.

Format: In-person

Audience: Member, Candidate

VIC Chapter | CFA Program Candidate social event

Don’t miss this exclusive networking event designed for current CFA Program candidates. Meet peers and local CFA charterholders, exchange study tips, and expand your professional network in a friendly, informal setting. Whether you’re just starting your CFA journey or preparing for your next exam, this is a great opportunity to connect, share, and unwind.  Open to enrolled CFA Program candidates only.

Format: In person

Audience: Candidate

Speaker(s):

NSW Chapter | Tariffs and Australian election impacts: Navigating the shifting economic landscape

With rising US tariffs, the Israel/Iran conflict, geopolitical tensions and shifting trade dynamics, this session will examine how these developments are impacting growth, inflation, and monetary policy both globally and locally.

Our industry expert will provide timely insights on recession risks, key economic indicators, and central bank responses. As the RBA considers its next move on interest rates, we’ll explore what’s ahead for the Australian economy and what it means for investors and policymakers alike.

Format: In person

Audience: Member, Non-member

Speaker(s):

Diana Mousina, Deputy Chief Economist at AMP

Webinar | Tariffs and Australian election impacts: Navigating the shifting economic landscape

With rising US tariffs, the Israel/Iran conflict, geopolitical tensions and shifting trade dynamics, this session will examine how these developments are impacting growth, inflation, and monetary policy both globally and locally.

Our industry expert will provide timely insights on recession risks, key economic indicators, and central bank responses. As the RBA considers its next move on interest rates, we’ll explore what’s ahead for the Australian economy and what it means for investors and policymakers alike.

Format: Online

Audience: Member, Non-member

Speaker(s):

Diana Mousina, Deputy Chief Economist at AMP

VIC Chapter I Quarterly social drinks

Engage with fellow members to expand your network, catch up with industry colleagues and un-wind in a relaxed setting.

Format: In person

Audience: Member

VIC Chapter | What makes emerging markets attractive to private debt investors?

Explore the investment potential of emerging markets in private debt. Discover how SMEs offer consistent risk-adjusted returns and low correlation to developed markets. Learn about the $4.3 trillion SDG financing gap and its implications for investors. Examine the balance between financial returns and impact in emerging economies.

Format: In person

Audience: Member, Employer, Non-member

Speaker(s):

Chris Kuchanny, Founder & CEO, Impactable

Raj Gohil, CFA, Global Head of Distribution, Impactable and former VP of CFA Society Sydney

NSW Chapter | What makes emerging markets attractive to private debt investors?

Explore the investment potential of emerging markets in private debt. Discover how SMEs offer consistent risk-adjusted returns and low correlation to developed markets. Learn about the $4.3 trillion SDG financing gap and its implications for investors. Examine the balance between financial returns and impact in emerging economies.

Format: In person

Audience: Member, Employer, Non-member

Speaker(s):

Chris Kuchanny, Founder & CEO, Impactable

Raj Gohil, CFA, Global Head of Distribution, Impactable and former VP of CFA Society Sydney

VIC Chapter I New member welcome lunch

New charterholders and early-year members are invited to connect and expand their professional network over lunch. Enjoy one of the benefits of being part of our growing community.

Format: In person

Audience: Member

NSW Chapter | Quarterly social drinks

Engage with fellow members to expand your network, catch up with industry colleagues and un-wind in a relaxed setting.

Format: In person

Audience: Member