Networking workshop: Career and Life Enhancement with Jim Keene
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When: Wednesday, April 27th
2:00 PM - 5:30 PM
Where: CFA Classroom
235 Montgomery
6th Floor
San Francisco, California  94104
United States
Contact: Ameeta

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Networking Workshop: Career and Life Enhancement



Event Description 

Networking evokes responses ranging from high resistance to great enthusiasm and energy. But many people respond somewhere in the middle with a degree of ambivalence. Entire books have been written about approaches to networking (Never Eat Alone: And Other Secrets to Success, One Relationship at a Time by Keith Ferrazzi and Give and Take: A Revolutionary Approach to Success by Adam Grant, Ph.D.) A common frustration people experience is that they expect immediate personal tangible results, which rarely happens. Others don’t know how to approach people in networking, move to the next step or have a clear idea of their goals. Still others feel burned out with nothing to show for their efforts. No wonder people get resistant and cynical. Networking can and should be much more rewarding and satisfying than this. We need to think of networking more as long-term relationship development than transactional sales pitches. There are more effective long-term strategies to build, sustain and cultivate a network in a personally meaningful way. In this 3 ½ hour interactive and engaging workshop we will:

  • shed light on the research for effective long-term network development
  • utilize voting technology for participant engagement on networking issues and strategies
  • consider how the most common investment professional personality type needs to develop
  • employ progressive role play to learn how to build personal and purposeful relationships toward common goals
  • show how to use LinkedIn in your overall strategy
  • help each participant create a personalized plan for networking success
  • provide one free phone coaching session with Jim on your personal networking plan

About our Speaker:

Jim Keene, CFA, will lead participants in this workshop. Jim is the Founder and Managing Director of Atherton Consulting Group, LLC (, and a real advocate of networking as a long-term career strategy. He is an experienced and successful investment management leader and coach with over twenty-five years experience in wealth management, venture leasing and commercial real estate investing. He provides strategy consulting and leadership development (including communications and executive coaching) services to wealth/investment management groups and entrepreneurial ventures. Jim also delivers other high quality workshops including Best Practices in Mentoring Programs and Authentic, Influential Leadership Unveiled: The What, Why and How of Executive Presence (he has created and delivered webinars for CFA Institute on both of these topics). He inspires individuals and organizations to reach their greatness. Jim has done client work for US Bank Private Client Reserve, Pacific Alternative Asset Management Company, CFA Institute, Stanford University Graduate School of Business, City National Bank, Franklin-Templeton Investments, Darby Private Equity, Prudential Asia, India Society of Investment Professionals and Trinity Private Equity Group, among others.

He has also taught Alternative Investments in the MSFA program at the University of San Francisco. He is co-author of a book entitled Retire on the House: Using Real Estate to Secure Your Retirement published by Wiley (which resulted from networking). He holds a B.S. in Business from Syracuse University where he graduated magna cum laude, an M.S. in Management from the Stanford University Graduate School of Business and is a Chartered Financial Analyst (CFA). Jim is Past President of the CFA Society of San Francisco, President of The Cancer Support Community of San Francisco - East Bay and the Past President of his class at Stanford. 




$60 Members 

$75 Nonmembers 



CE: This program is approved for 2 Continuing Education credits 


Date, Time + Location

Wednesday, April 27th

2:00 pm- 5:30 pm 


CFA Classroom - 6th Floor
235 Montgomery Street,  
San Francisco, CA 94104
United States




Cancellation Policy
Please contact with at least 24 hours notice to receive a full refund.




235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E:

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