Cheryl L. Evans, JD, LLM, was a director, professional learning, at CFA Institute. She has also served on the Future of Finance team and was a senior investigator in the Professional Conduct Program at CFA Institute. Prior to joining CFA Institute, she held various legal positions, including: senior counsel at the US Securities and Exchange Commission; trial attorney at the US Department of Justice; and Special Assistant US Attorney in the Eastern District of Virginia, handling criminal matters, among other positions. She holds bachelor of arts, juris doctor, and master of laws degrees.
Technological advances are reshaping the global economic system and the future of work. At the 70th CFA Institute Annual Conference, Arun Sundararajan shared his findings on how technology is transforming the labor force and business organizations.
Barbara Roberts shared the lessons she has learned in her over 20 years as an entrepreneur and entrepreneur adviser at the CFA Institute Alpha and Gender Diversity conference. She focused on what she calls “the owner’s journey,” specifically the issues owner-entrepreneurs must navigate in managing their wealth.
Ethical behavior is influenced by many factors that you may not have considered. In essence, behaving ethically requires more than knowing right from wrong: it primarily involves keeping an ethical mindset and being aware of potential problems.
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