AWF Magazine - December 2023.pdf

INVESTOR CLUB - CFA EVENT

NOVEMBER 16,2023

By: Ning Wang

On November 16, the AT&T Women of Finance Investor Club held its fourth meeting of the year. This meeting included a panel discussion related to the Chartered Financial Analyst (CFA) program and its benefits to corporate finance careers. The panel included four finance managers who are all CFA charterholders. Jansen McGuire, Juli Galloway, Kevin Marvin and Dan O’Grady shared their experiences and insights related to obtaining, and the benefits of, the CFA charter. The panelists represented a diverse range of finance expertise, including treasury, finance operations, employee benefits and corporate development. Lauren Minch, the CEO of the CFA Society of Dallas Fort Worth, also joined the discussion. She underscored the benefits of the CFA charter in the corporate finance space and the advantages provided, emphasizing that employers actively seek CFA charterholders. She shared: "I think anyone who’s gone through the CFA program, you realize how much you learn. To me, it is the gold standard in finance. There is no other designation as large and as broad as the CFA designation."