CWIM: Leading through disruption: AI and the next Frontier, 6.11.2025

Members and non-members event

date & time

06/11/2025 7:00-8:00 pm EET

Artificial intelligence is no longer just a buzzword—it's reshaping the foundations of finance and investing. From algorithmic trading to portfolio management and risk assessment, AI is transforming how the industry operates and how professionals make decisions.

Join Collaborative WIM featuring CFA Society Colorado and CFA Society Romania for a high-impact panel discussion featuring thought leaders at the intersection of AI, finance, and investment strategy. Webonar will explore how firms are leveraging AI today, where the real competitive advantages lie, and what finance professionals need to know to adapt—and lead—in this rapidly evolving landscape.

Whether you're navigating digital transformation at your firm or evaluating AI-driven investment opportunities, this session will equip you with critical insights to stay ahead of the curve.

By the end of the session, participants will be able to:

  • Evaluate the risks and opportunities associated with AI-powered tools and platforms.

  • Understand how AI is reshaping roles, workflows, and decision-making in financial services.

  • Explore regulatory, ethical, and governance considerations unique to AI in finance.

  • Gain insights from case studies and real-world examples of AI adoption in the industry

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29th Annual GIPS Standards Conference, 11-12.11.2025

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Global Wealth Management Summit, 5.-6.11.2025