The CFA Society of Madison is a local chapter of the CFA Institute, a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals. Our membership consists of individuals that are employed with area insurance companies, banks, money managers, wealth management firms, public agencies, universities and corporations. The job functions represented by membership are diverse ranging from equity, fixed income and alternative investment analysts to portfolio managers, wealth managers, sales and marketing professionals and partners, principals and CEOs of their firms.

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Nonprofit Management

THE CITIZEN SCIENCE LAB RECEIVES $250,000 GRANT FROM RICHARD KING MELLON FOUNDATION

The Citizen Science Lab | August 18, 2021

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The Citizen Science Lab has been awarded a $250,000 grant from the Richard King Mellon Foundation to expand its work in providing science, technology, engineering and math programs to youth and their families in Pittsburgh. A critical component to the creation of a new STEM laboratory located within the Hill District, the funding will play a key role during presentations and negotiations with Hill District stakeholders and community partners to acquire the Dr. Martin Luther King Jr. Reading Cent...

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CHARITY NAVIGATOR ACQUIRES IMPACTMATTERS STARTUP THAT APPLIES RIGOROUS METHODOLOGY TO ASSESS NONPROFIT IMPACT

Charity Navigator | October 14, 2020

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Charity Navigator, the world's largest evaluator of nonprofits, has acquired ImpactMatters, a startup that applies rigorous methodology to assess nonprofit impact. The announcement of the acquisition coincides with the rollout of Charity Navigator's new Impact & Results beacon–part of its recently launched Encompass Rating System–which will continue the organization's shift towards providing a more holistic assessment of nonprofit effectiveness. The organization has h...

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KWT GLOBAL OFFERS PRO-BONO CRISIS COMMUNICATIONS SUPPORT TO NONPROFIT ORGANIZATIONS ADDRESSING COVID-19

KWT Global | March 12, 2020

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KWT Global, an MDC Partners Inc. agency, announced today that with confirmed cases of COVID-19 (Coronavirus) on the rise, it is making its Special Situations/Crisis Communications team available to nonprofits in need of communications support on a pro bono basis. KWT Global will provide communications advice, guidance and content support on a first come, first served basis to help these organizations effectively communicate key health and safety messaging to critical stakeholders....

Read More

Nonprofit Technology

NEW REPORT FROM CLASSY UNCOVERS DONOR INSIGHTS FROM PLATFORM DATA ACROSS 12 MILLION DONATIONS

Classy | May 26, 2022

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Classy, a giving platform that enables nonprofits to connect supporters with the causes they care about, released its fifth-annual The State of Modern Philanthropy 2022 report, titled "The Path to Lasting Donor Connections." This year's interactive online report breaks down donation trends and insights across the three stages of the supporter funnel. Readers can navigate between data sets specific to the process of acquiring new donors, converting interest into a donation, and reta...

Read More
news image

Nonprofit Management

THE CITIZEN SCIENCE LAB RECEIVES $250,000 GRANT FROM RICHARD KING MELLON FOUNDATION

The Citizen Science Lab | August 18, 2021

The Citizen Science Lab has been awarded a $250,000 grant from the Richard King Mellon Foundation to expand its work in providing science, technology, engineering and math programs to youth and their families in Pittsburgh. A critical component to the creation of a new STEM laboratory located within the Hill District, the funding will play a key role during presentations and negotiations with Hill District stakeholders and community partners to acquire the Dr. Martin Luther King Jr. Reading Cent...

Read More
news image

CHARITY NAVIGATOR ACQUIRES IMPACTMATTERS STARTUP THAT APPLIES RIGOROUS METHODOLOGY TO ASSESS NONPROFIT IMPACT

Charity Navigator | October 14, 2020

Charity Navigator, the world's largest evaluator of nonprofits, has acquired ImpactMatters, a startup that applies rigorous methodology to assess nonprofit impact. The announcement of the acquisition coincides with the rollout of Charity Navigator's new Impact & Results beacon–part of its recently launched Encompass Rating System–which will continue the organization's shift towards providing a more holistic assessment of nonprofit effectiveness. The organization has h...

Read More
news image

KWT GLOBAL OFFERS PRO-BONO CRISIS COMMUNICATIONS SUPPORT TO NONPROFIT ORGANIZATIONS ADDRESSING COVID-19

KWT Global | March 12, 2020

KWT Global, an MDC Partners Inc. agency, announced today that with confirmed cases of COVID-19 (Coronavirus) on the rise, it is making its Special Situations/Crisis Communications team available to nonprofits in need of communications support on a pro bono basis. KWT Global will provide communications advice, guidance and content support on a first come, first served basis to help these organizations effectively communicate key health and safety messaging to critical stakeholders....

Read More
news image

Nonprofit Technology

NEW REPORT FROM CLASSY UNCOVERS DONOR INSIGHTS FROM PLATFORM DATA ACROSS 12 MILLION DONATIONS

Classy | May 26, 2022

Classy, a giving platform that enables nonprofits to connect supporters with the causes they care about, released its fifth-annual The State of Modern Philanthropy 2022 report, titled "The Path to Lasting Donor Connections." This year's interactive online report breaks down donation trends and insights across the three stages of the supporter funnel. Readers can navigate between data sets specific to the process of acquiring new donors, converting interest into a donation, and reta...

Read More

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C-Suite On Deck

Responsive image

Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us