05.26.2026
Patrick W. Wing Speaking at Maryland GFOA 2026 Summer Conference 6/11
On Thursday, June 11, Patrick W. Wing, CFA, CIPM will be speaking at the Maryland Government Finance Officers Association (GFOA)…
On Wednesday, January 15, Dave Smith, CFA and Jack Sannes, CFA, CAIA will be speaking at the Community Foundation of Northeast Iowa’s 2025 Professional Advisor Education Series event in Cedar Falls, Iowa.
The two will be presenting a “Market Review and 2025 Outlook” for attendees. The session will address current themes in the global economy, equities, fixed income, and alternative asset classes.
The Community Foundation of Northeast Iowa serves as a resource for attorneys, financial planners, CPAs, and other professionals to simplify giving for clients, recommend strategies, and help advisors connect with the community. Their quarterly series of complimentary charitable continuing education events brings together professional advisors around topics that will help to enrich their communities. For more information, please visit the CFNEIA website.
05.26.2026
On Thursday, June 11, Patrick W. Wing, CFA, CIPM will be speaking at the Maryland Government Finance Officers Association (GFOA)…
05.26.2026
On Tuesday, June 16, Eric Gaylord, CFA will be speaking at the 2026 Treasury Management Training Symposium…
05.26.2026
On Thursday, June 18, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
03.30.2026
On Monday, May 18, Sam Frymier will be speaking at the National Conference on Public Employee Retirement…
04.20.2026
On Thursday, May 7, Tim Burdick, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
03.30.2026
On Thursday, April 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be speaking…
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