Women in Finance Forum

    The Leeds “End the Gap” initiative was launched in 2017 with the goal of reaching equitable gender parity across all business programs by 2020. Several business programs have either met or are close to meeting this objective. One of the programs that is the furthest from meeting this objective is Finance. Women continue to comprise approximately 20% of finance graduates – a statistic that has remained nearly constant since the 1980’s.

    The Women in Finance Forum brings female finance professionals together to speak to students about their careers, experiences and have an open discussion. Meetings for Fall 2020 will be remote, and take place 5:30-7PM MT.

    Thursday September 24th: signup here!
    Tuesday October 13th
    Thursday Novermber 12th

    Student signup is through Handshake.

    September 24th Panelists include:

    Amanda BreslinAmanda Breslin, Chatham Financial

    Amanda Breslin leads Chatham’s Corporate Treasury Advisory team where she partners with clients on strategy, analysis, and execution of interest rate, foreign exchange, and commodities risk management. Amanda has advised corporate clients on challenges ranging from standing up a new risk management program, to navigating complexities of cross-border M&A risk profiles, to driving operational efficiencies in high-volume programs. Prior to joining Chatham, Amanda was an Army officer serving in Germany and Afghanistan. Amanda received her MBA from the Wharton School at the University of Pennsylvania, a master’s in international relations from the University of Oklahoma, and a B.S. in Business Administration from Cal Poly, San Luis Obispo.

    Jami FarrJami Farr, Sector Spdr ETFs

    Jami Farr is a Regional Sales Manager for the Select Sector SPDR ETFs, a family of exchange-traded funds. Jami joined the Sector SPDR team in 2016 after holding previous roles in sales and marketing for ALPS Portfolio Solutions, Wells Fargo Bank, and Cornerstone Asset Management, a Denver-based wealth management firm. Jami is a Colorado native and earned a degree in Business Marketing from the University of Northern Colorado in 2008. She currently resides in Denver with her husband, Ryan, and two Golden Retrievers- Murphy and Max.” 
    Lauren MetzLauren Metz, Platte River Equity

    Lauren joined Platte River Equity in 2018 as a Business Development Associate. Prior to joining Platte River Equity, Lauren worked as a Client Services Assistant at the Boston Consulting Group. Previously, Lauren was an Assistant on the Private Equity team at Harvard Management Company in Boston, Massachusetts.
    Lauren graduated with a B.S. in Business from Champlain College in Burlington, Vermont.

    Makenzie Guth, Davita
    Moderated by Ellen Balageur, Former Global Managing Director at Accenture

    Questions? Please email Matt Fleming and Susan Brodnicki.

    Personal Financial Planning Program

    The financial planning track is a new addition to the tracks available in the finance area of emphasis, beginning fall, 2016. The track is designed to prepare students for a career as a personal financial planner and to take the CFP® certification exam. The development of the program has been fostered by a generous grant from Charles Schwab & Co.

    Personal Financial Planning is a holistic process involving:

    • Establishing a client relationship;
    • Determining client goals;
    • Collection of relevant information;
    • Financial analysis and formulation of a plan of action;
    • Working with the client to implement the financial plan;
    • Monitoring the plan and making adjustments over time.

    Learn more about the PFP Program

    Quantitative Finance Certificate

    The Quantitative Finance Certificate Program is an undergraduate certificate program housed in the Leeds School of Business, designed to provide the foundation for a lifetime of analytical problem solving. The Program appeals to accomplished students who enjoy solving analytic problems as applied in their career of choice. Students with these skills and interests are in high demand in the business world which becomes more analytical and mathematical every year. In addition, successful candidates will be well-prepared for further study at the graduate level.

    The program offers two tracks:

    • The Actuarial Studies Track
    • The Quantitative Finance Track

    The two tracks differ only in application. If you are unfamiliar with the two fields, see the links to the left for an overview. Although similar, each curriculum is tailored to the area of application. Curricula are rigorous and multi-disciplinary, with required coursework drawing from the Mathematics, Applied Mathematics, and the Economics Department, as well as the Finance Division of the Leeds School of Business. The confluence of such widely varying material is one of the unique features of the program. Successful completion of the Program requirements is a significant accomplishment. The Program is not a major and is open to students majoring in any subject. However, the program has extensive course requirements which mesh most closely with students majoring in Business (finance emphasis), Mathematics, Applied Mathematics, and Economics.

    Learn more about the Quant Finance Certificate

    CFA Exam Preparation Resources

    • 300 hours
      Blog focusing on CFA preparation, the difficulties of studying, and including many links to other good practice exams and materials.
    • Elan Guides
      Excellent study notes, guides, and practice exams.
    • Kaplan Schweser Study Materials
    • Stalla Mobile CFA Review
      Study materials for for mobile devices.
    • Analyst Forum - CFA
      The largest and most active CFA message board. Great for finding help to an End of Chapter (EOC) problem.

    CFA Institute Resources and Scholarships

    • Resources
      CFA Institute information tailored to the students.
    • Scholarships
      (information on CFA Institute scholarship and how to access a scholarship)
    • CFA Awareness Scholarships
      (special scholarship programs)
    • Scholarship form for CU-Leeds Students