With quarterly mini-symposiums, quarterly webinars AND additional special events all over Southwestern Ohio, there is always something going on in our chapter!

Sign up for our monthly newsletter and/or follow us on LinkedIn to keep up to date with what is happening locally. More details coming soon!

Upcoming Events

*events subject to change

The Roadmap to a Transaction

Virtual | Wednesday, January 14 | 11:30am
Register Now!

Financial Trivia

Wednesday, February 18th I MadTree Oakley I 4:30-6:30p

Virtual Workshop: Using AI in Business

Thursday, March 12 | 11:00am

Women in Finance: Divorce

Wednesday, March 18th I Location TBD

2026 All Ohio Symposium

Hybrid | Monday-Tuesday, April 27-28 | Columbus
Register Now!

Tax Update with Steven Jarvis

Virtual | Thursday, May 14 | 12:30pm

RIA Golf Outing

Wednesday, June 10 | Shaker Run Golf Club | Lebanon, OH
Oh yeah... and it's FREE!

NexGen Top Golf

May/June | TBD

Women in Finance: Social Security

June | TBD

Joint Event with CFA Cincy & Dayton - Washington & Macro Update

August | TBD

Women in Finance: Behavioral Finance

September | TBD

Joint Event with CEPC

Date TBD

Women in Finance: Senior Living

December | TBD