Upcoming Programs

CFA Level I Weekly Review: Session A-Tuesdays

Tuesday January 10 5:45 PM - Tuesday May 1 9:00 PM • Practising Law Institute

Agenda Schweser’s Complete Seminar Slide Workbook Vol. 1 and 2, a compilation of instructor slides, are included in your tuition. What do you get with the Weekly Review? ...

CFA Level I Preparation

CFA Level II Weekly Review: Session A-Wednesdays

Wednesday January 11 - Wednesday May 2 • NYSSA Conference Center

Agenda What do you get with the Weekly Review? An exclusive offer: Purchase the SchweserNotes™ Package plus SchweserPro™ QBank for only $350 (plus shipping and ha...

CFA Level II Preparation

CFA Level III Weekly Review: Session A-Thursdays

Thursday January 12 5:45 PM - Thursday May 3 9:00 PM • NYSSA Conference Center

This session is SOLD OUT! To register for CFA Level III Weekly Review: Session B-Tuesdays starting January 24th click here. To be put on a waiting list for this session, please...

CFA Level III Preparation

CFA Level II Weekly Review: Session B-Mondays

Monday January 23 5:45 PM - Monday May 21 9:00 PM • NYSSA Conference Center

Agenda What do you get with the Weekly or Condensed Review course? An exclusive offer: Purchase the SchweserNotes™ Package plus SchweserPro™ QBank for only $350 (...

CFA Level II Preparation

CFA Level I Weekly Review: Session B-Mondays

Monday January 23 5:45 PM - Monday May 21 9:00 PM • Kaplan Financial (Downtown)

Note: This session is SOLD OUT! To register for CFA Level I Weekly Review: Session A-Tuesdays please contact NYSSA. Agenda Schweser’s Complete Seminar Slide Workbook Vol...

CFA Level I Preparation

CFA Level III Weekly Review: Session B-Tuesdays

Tuesday January 24 5:45 PM - Tuesday May 15 9:00 PM • NYSSA Conference Center

What do you get with the Weekly or Condensed Review course? An exclusive offer: Purchase the SchweserNotes™ Package plus SchweserPro™ QBank for only $350 (plus sh...

CFA Level III Preparation

NYSSA-Queens College CFA Level I Sunday Review

Sunday January 29 8:30 AM - Sunday April 22 1:00 PM • Queens College

What do you get with the NYSSA/Queens College Sunday Review? An exclusive offer: Purchase the SchweserNotes™ Package plus SchweserPro™ QBank for only $350 (pl...

CFA Level I Preparation

NYSSA-Queens College CFA Level II Sunday Review

Sunday January 29 1:30 PM - Sunday April 22 6:00 PM • Queens College

What do you get with the NYSSA/Queens College Sunday Review? An exclusive offer: Purchase the SchweserNotes™ Package plus SchweserPro™ QBank for only $35...

CFA Level II Preparation

Excel Fundamentals for the Finance Professional -- IN-PERSON and ONLINE

Thursday February 23 9:00 AM - 4:00 PM • NYSSA Conference Center

Before you can crunch data and build effective models, you need to master the basics of Excel. Focusing on the essential features in Excel will build the skills required to u...

Financial Modeling & Analysis Tools, Microsoft Excel Skills and Techniques, Professional Development

Shareholder Driven Capitalism

Thursday February 23 5:45 PM - 8:00 PM •

The Roundtable is pleased to be hosting Mike Mayo, author of “Exile on Wall Street” and esteemed banking analyst.Mike will address his belief that the U.S. is faci...

Other Industry Events

Toastmasters

Thursday February 23 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speaking to...

Programs for Members

Career Chat: Getting a Job on Wall Street in 2012

Thursday February 23 6:00 PM - 8:00 PM • NYSSA Conference Center

Media pundits dubbed 2011 as a “year to forget” but 2012 opened with stories of additional downsizing on the Street and reduced bonuses for those who “survive...

Career Chatâ„¢, Career Development, Programs for Members, Seminar

CFA Level I 6-Week Saturday Condensed Review

Saturday February 25 9:00 AM - Saturday March 31 4:00 PM • NYSSA Conference Center

We know you’re busy. That’s why we created the 6-Week Condensed Review for those whose weeknight schedules are already full. You’ll receive the same benefi ts...

CFA Level I Preparation

CFA Level II 6-Week Saturday Condensed Review

Saturday February 25 10:00 AM - Saturday March 31 5:00 PM • NYSSA Conference Center

We know you’re busy. That’s why we created the 6-Week Condensed Review for those whose weeknight schedules are already full. You’ll receive the same benefits ...

CFA Level II Preparation

CFA Level III 6-Week Sunday Condensed Review

Sunday February 26 10:00 AM - Sunday April 1 5:00 PM • NYSSA Conference Center

We know you’re busy. That’s why we created the 6-Week Condensed Review for those whose weeknight schedules are already full. You’ll receive the same benefi ts...

CFA Level III Preparation

Socially Sustainable Portfolios: A New Framework

Monday February 27 12:00 PM - 1:30 PM • NYSSA Conference Center

Dan diBartolomeo, a pioneer in socially responsible investing metrics and indexes and judge at the prestigious Moskowitz Prize competition, will look at the economic sustainabi...

Programs for Members, Seminar, Sustainable Investing

How to Analyze a 10-K -- IN-PERSON and ONLINE

Monday February 27 1:00 PM - 4:30 PM • NYSSA Conference Center

Don’t make the mistake of going directly to the numbers and not reading the details of a company’s 10-K filing. Build the knowledge base and practice the skills...

Improved Corporate Reporting, Professional Development

Changes to 2011 Financial Statements

Tuesday February 28 1:00 PM - 4:30 PM • NYSSA Conference Center

PLEASE NOTE: We are no longer holding this event - to register for similar future events please view our Upcoming Programs calendar. When the new financial reporting rulesgo i...

Improved Corporate Reporting, Seminar

Corporate Governance Committee Meeting

Tuesday February 28 6:00 PM - 7:30 PM • NYSSA Conference Center

Monthly committee meeting. About this committee The committee addresses issues related to shareholder rights and corporate governance. It hosts events assessing the impact...

Committee Meeting, Corporate Governance, Programs for Members

XBRL and Financial Analysis Technology Conference

Wednesday February 29 3:30 PM - 6:00 PM • Baruch Zicklin Center for Corporate Integrity

This free industry event will explore and demonstrate the use of XBRL as well as other emerging research technologies such as new standards-based financial distribution, intern...

Conference, Investment Strategy

CFA Institute Conference: Investing in Emerging Markets

Thursday March 1 7:00 AM - Friday March 2 12:30 PM •

If you’re looking to diversify your portfolio globally and benefit from the insights of leading portfolio managers, economists, risk managers, analysts, and country exper...

Conference, Emerging Markets, Global Investing

Global Investing Committee Meeting

Thursday March 1 5:30 PM - 7:00 PM • NYSSA Conference Center

Monthly membership. The committee organizes a diverse range of programs to keep members abreast of key trends affecting global investment markets. It partners with Wall Street ...

Committee Meeting, Global Investing

Toastmasters

Thursday March 1 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speaking to ...

Programs for Members

NYSSA/Rutgers University Level I Saturday Review

Saturday March 3 10:00 AM - Saturday March 31 4:00 PM • Rutgers University - Livingston Campus

Agenda What do you get with the Saturday Review? A 20% discount on other supplemental Schweser study products Access to three recorded classes from Schweser’s Vid...

CFA Level I Preparation, Rutgers University

FREE CFA Level I Fordham University Sample Class

Sunday March 4 12:00 PM - 2:00 PM • Fordham University - Westchester

Learn what you can expect from the June 2012 exam at this free orientation. You'll get an overview of the CFA Program curriculum, NYSSA prep courses and study groups.  ...

CFA Level I Preparation

Securitization and Mortgage-Backed Securities

Monday March 5 1:00 PM - 4:30 PM • NYSSA Conference Center

Securitized assets comprise some of the largest and most important financial markets. Attain a solid foundation of the securitization process and the wide variety of accompany...

Portfolio & Risk Management, Professional Development

Value-at-Risk Modeling for Different Asset Classes -- Two-Day Course

Wednesday March 7 9:00 AM - Thursday March 8 5:00 PM • NYSSA Conference Center

Analyze and model various Value-at-Risk (VaR) approaches for a wide array of financial assets including stocks, bonds, forward contracts, futures contracts, swaps and options...

Financial Modeling & Analysis Tools, Professional Development

Career Development Committee Meeting

Wednesday March 7 6:00 PM - 7:30 PM • NYSSA Conference Center

 Monthly Committee Meeting This committee develops programs to help members excel during all stages of their careers and adjust to changes in the financial industry. Throu...

Career Development, Committee Meeting

Credit Analysis and Credit Risk Management

Monday March 12 1:00 PM - 4:30 PM • NYSSA Conference Center

Measuring and managing credit risk are among the major challenges for any lender and credit analyst. Credit analysis and risk management draw heavily on the hard sciences of ...

Portfolio & Risk Management, Professional Development

The Darkest Side of Finance: What I Did and What I Learned

Wednesday March 14 8:00 AM - 9:00 AM • NYSSA Conference Center

Insider trading … obstruction of justice … money laundering. These were the charges Garrett Bauer was facing in one of the largest, longest-running insider tradi...

Committee Event, Derivatives, Seminar

Toastmasters

Thursday March 15 6:00 PM - 7:15 PM • NYSSA Conference Center

Become the Speaker You Want to Be Visit the NYSSA Toastmasters Club website. Do you have to give presentations for work? Would you like to be more confident when speaking to ...

Programs for Members

Friday Career Coffee: Getting a Direct Line on the Best Jobs in Financial Markets

Friday March 16 8:00 AM - 9:00 AM • NYSSA Conference Center

Have you wondered whether you are using the right resources to take your career to the next level?Do know which levers to pull, and when? Do you question whether you should b...

Career Chatâ„¢, Career Development, Programs for Members, Seminar

16th Annual Insurance Conference

Monday March 19 8:30 AM - Tuesday March 20 5:00 PM • NYSSA Conference Center

Agenda The property/casualty (P/C) insurance industry battled through competitive market conditions in 2011. While there are some indications of more stable pricing conditions ...

Industry Conference

Hedging Interest Rate Risk

Thursday March 22 1:00 PM - 4:30 PM • NYSSA Conference Center

The financial crisis underscored the pitfalls of leverage. Interest rate risk exists in some form in virtually every investor portfolio and in the financial structure of ever...

Portfolio & Risk Management, Professional Development

Membership Committee Meeting

Thursday March 22 5:30 PM - 7:00 PM • NYSSA Conference Center

Monthly Membership Meeting. About this committee This committee reviews and approves all prospective member applications and makes recommendations to the Board of Directors as ...

Committee Meeting, Membership, Programs for Members

Defined Benefit Pension Panel

Thursday March 22 6:00 PM - 8:00 PM • NYSSA Conference Center

New regulations, confusing capital markets, and deteriorating plan financial positions pose new challenges for pension investment managers. Questions arise such as What are rea...

Institutional Asset Management, Seminar

NYSSA/Fordham University Level I Sunday Review

Sunday March 25 10:00 AM - Sunday April 29 4:00 PM • Fordham University - Westchester

We know you’re busy. That’s why we created the 5-Week Condensed Review for those whose weeknight schedules are already full. You’ll receive the same benefi ts...

CFA Level I Preparation

Credit Risk Modeling in Excel and VBA: Default Risk and Prepayment Modeling

Tuesday March 27 9:00 AM - Wednesday March 28 5:00 PM • NYSSA Conference Center

In this post-credit crisis tough regulatory environment, it is more essential than ever to understand and quantify the risk of your portfolio. Understand the role of defaul...

Financial Modeling & Analysis Tools, Microsoft Excel Skills and Techniques, Portfolio & Risk Management, Professional Development

4th Annual Technology Innovators Micro-cap Investment Conference

Thursday March 29 8:30 AM - 3:00 PM • NYSSA Conference Center

Attend this forum to hear an overview of investing in technology stocks, with a focus on emerging micro-cap companies. Executives from a select group of publicly traded compan...

Industry Conference, Technology

The Human Side of Investing: Theory and Practice

Thursday April 5 6:00 PM - 8:00 PM • NYSSA Conference Center

Most investing education focuses on accounting, financial analysis, or capital market theory. But an investor’s relative performance will be determined largely by anot...

Investment Strategy, Portfolio & Risk Management, Seminar, Value Investing

Investing in Distressed and Defaulted Debt

Thursday April 12 5:00 PM - 9:00 PM • NYSSA Conference Center

Although corporate default rates are currently low, relaxed credit underwriting trends coupled with a potentially volatile economic outlook could change trends quickly. Th...

Portfolio & Risk Management, Professional Development

Financial Statement Analysis

Saturday April 14 9:00 AM - 5:00 PM • NYSSA Conference Center

Financial statement analysis represents the largest weighting on the CFA® Level I exam, and is typically the most difficult area of the test for most candidates. Candidates...

CFA Level I Preparation, CFA Level II Preparation

Oil and Gas Services: Industry Primer and Financial Modeling

Tuesday April 17 9:00 AM - 5:00 PM • NYSSA Conference Center

With the increased interest in oil and gas and alternatives, an understanding of the repercussions of the current natural resource constrained environment Is essential. Get an...

Financial Modeling & Analysis Tools, Professional Development

Credit Agreements and Covenants

Wednesday April 18 9:00 AM - 5:00 PM • NYSSA Conference Center

Analyze sections of debt agreements and legal and financial covenants and understand the legal aspects of bank-issued debt and corporate bonds. In this course, you ...

Portfolio & Risk Management, Professional Development

Market Technicians Association 2012 Annual Symposium

Thursday April 19 7:30 AM - Friday April 20 3:00 PM •

The MTA Annual Symposium is a two-day event held annually in New York City featuring some of the brightest professionals in Technical Analysis.The Annual Symposium consists of ...

Other Industry Events

REIT Modeling -- NEW Two-Day Course

Thursday April 19 9:00 AM - Friday April 20 5:00 PM • NYSSA Conference Center

Build a fully integrated, scalable, REIT financial model including detailed build-up by internal growth, acquisitions, dispositions, and new development. Consolidate the vari...

Financial Modeling & Analysis Tools, Professional Development

Credit Risk Modeling in Excel and VBA: Default Risk and Prepayment Modeling -- Two-Day Course

Wednesday April 25 9:00 AM - Thursday April 26 5:00 PM • NYSSA Conference Center

In this post-credit crisis tough regulatory environment, it is more essential than ever to understand and quantify the risk of your portfolio. Understand the role of default ...

Financial Modeling & Analysis Tools, Microsoft Excel Skills and Techniques, Professional Development

CFA Level III Schweser 3-Day Intensive Review

Friday April 27 8:30 AM - Sunday April 29 5:00 PM • NYSSA Conference Center

Bring your study efforts into focus with this weekend review from Schweser. An experienced instructor will guide you through the challenging CFA Program curriculum, provide imp...

CFA Level III Preparation

CFA Level II Schweser 3-Day Intensive Review

Friday May 4 8:30 AM - Sunday May 6 5:00 PM • NYSSA Conference Center

Bring your study efforts into focus with this weekend review from Schweser. An experienced instructor will guide you through the challenging CFA Program curriculum, provide imp...

CFA Level II Preparation

CFA Level II 5-Day Boot Camp

Monday May 7 9:00 AM - Friday May 11 5:00 PM • NYSSA Conference Center

Candidates currently enrolled in a NYSSA Weekly or Condensed review receive 50% off.  Have you done all you can to pass the CFA exam? Have no doubts. Take NYSSA’s 5...

CFA Level II Preparation

Insurance Company Primer: Financial Statements and Modeling -- IN-PERSON and ONLINE

Tuesday May 8 9:00 AM - 5:00 PM • NYSSA Conference Center

Balance sheet–based companies, such as insurance companies, operate by different rules and methodologies according to the unique nature of their business. In thi...

Financial Modeling & Analysis Tools, Professional Development

Volatility/Correlation Modeling and Risk Management -- NEW Two-Day Course

Wednesday May 9 9:00 AM - Thursday May 10 5:00 PM • NYSSA Conference Center

Understand volatility and correlation modeling for hedging and trading strategies. Volatility derivatives and correlation products are explored in detail including plain vani...

Portfolio & Risk Management, Professional Development

CFA Level I Schweser 3-Day Intensive Review

Friday May 11 8:30 AM - Sunday May 13 5:00 PM • NYSSA Conference Center

Bring your study efforts into focus with this weekend review from Schweser. An experienced instructor will guide you through the challenging CFA Program curriculum, provide imp...

CFA Level I Preparation

Investment Program in China: What Is Really Going on with US Listed Chinese Companies

Monday May 14 - Monday May 21 • Beijing and Shanghai, China

This coming May, NYSSA is going to China. We will be leading a delegation of businesspeople interested in researching Chinese investment opportunities.  This unprecedented...

Committee Event, Conference, Investment Strategy

Corporate Valuation Methodologies -- IN-PERSON and ONLINE

Tuesday May 15 9:00 AM - 4:00 PM • NYSSA Conference Center

Overvalued or undervalued? Take a practical, tangible and non-theoretical approach to examine how corporations are valued and the major analytical tools that are used. In th...

Financial Modeling & Analysis Tools, Professional Development

Investing in Brazil

Thursday May 17 8:30 AM - 5:00 PM • NYSSA Conference Center

The conference will begin with an overview of economic and investment opportunities in Brazil. It will be followed by presentations from some of the countries leading publicly ...

Industry Conference, Investment Strategy

CFA Level III Weekend Problem Solving Review

Saturday May 19 9:00 AM - Sunday May 20 5:00 PM • NYSSA Conference Center

The Level III exam is different from all others because of the heavy emphasis on essay questions. Attend this two-day weekend review to practice answering portfolio management ...

CFA Level III Preparation

CFA Level I 5-Day Boot Camp

Monday May 21 8:30 AM - Friday May 25 5:00 PM • NYSSA Conference Center

Candidates currently enrolled in a NYSSA Weekly or Condensed review receive 50% off.  Have you done all you can to pass the CFA exam? Have no doubts. Take NYSSA’s 5...

CFA Level I Preparation

Advanced Excel for Data Analysis -- IN-PERSON and ONLINE

Tuesday May 22 9:00 AM - 4:00 PM • NYSSA Conference Center

Any skilled financial analyst on top of his or her game needs to be able to efficiently execute detailed data analysis. This course will teach you advanced Excel tools that wi...

Financial Modeling & Analysis Tools, Microsoft Excel Skills and Techniques, Professional Development

Marrying Strategic Analysis with Advanced Valuation Frameworks - NEW

Tuesday June 12 1:00 PM - 4:30 PM • NYSSA Conference Center

Survey some genuinely unique frameworks for real–time stock ideas and market forecasts. The program demonstrates a combination of non-traditional strategic fundamenta...

Portfolio & Risk Management, Professional Development

Financial Modeling with the Monte Carlo Simulation

Tuesday June 19 1:00 PM - 4:30 PM • NYSSA Conference Center

Most people use the Black-Scholes equation to get a price for an option but the Black-Scholes equation is used for European options, and is not valid for so-called exotic o...

Financial Modeling & Analysis Tools, Microsoft Excel Skills and Techniques, Professional Development

NYSSA 75th Anniversary Dinner

Tuesday June 26 6:00 PM - 10:00 PM •

Join us at... The Museum of American Finance 48 Wall Street, New York, NY 10005 Celebrate & Support Celebrate NYSSA’s 75 year history at a museum dedicat...

Networking Event, Reception

Interest Rate Derivatives Modeling and Term of Structure Rates -- NEW Two-Day Course

Wednesday June 27 9:00 AM - Thursday June 28 5:00 PM • NYSSA Conference Center

Analyze the term structure of interest rates and interest rate derivatives pricing models and compare their strengths and weakness. Explore different interest rate derivati...

Financial Modeling & Analysis Tools, Microsoft Excel Skills and Techniques, Professional Development

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