Chapter

Career Management: Alternative Career Paths for Financial Professionals

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Career Management: Alternative Career Paths for Financial Professionals
FEI’s first career management event of the year! Join a panel of experts, who have all chosen a different path than the traditional W-2 route. Explore the possibilities of wealth management, fractional CFO work, franchising, consulting and more. The panel will share their stories and offer advice on starting and maintaining a career in their respective fields. Come for the panel, stay for the networking!
This event is geared for finance professionals in transition as well as those starting to think about moving on from their current position. Passed apps and drinks are included with your registration.

CPE Credits Offered: 1

Location
Stazione Di Federal (2nd Floor)
123 Moody Street Waltham, MA 02453
Free parking is available directly behind the restaurant

Program
5:30-6:00 Sign in and networking
6:00-7:00 Presentation and Q & A
7:00-7:30 Networking
 

Panel announcement coming soon!
 


Speakers

Kathlyn Booth

Director | Boston Office Lead
Bridgepoint Consulting, LLC

Brian Frohn

CFO Performance Coach
StoicExecutive

Dana Hall

Franchise Consultant
FraNet of Boston

Mr. Larry Kramer

Managing Partner
Foundation Management Associates

Mr. John Williams

Private Wealth Advisor
Baystate Financial

Credits

1.00 CPE
Basic

Method

group-live

Field

Personal Development, Non-technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.