Delegation Workshop: Want to Grow – yourself, your team, your firm? Learn to Delegate
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When: Tuesday, September 19th, 2017
From 3:00 PM until 5:00 PM
Where: MSCI
101 California Street
Suite 910
San Francisco, California  94111
United States

Online registration is closed.
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CFASF Women's Initiative Network (WIN) Presents:

Want to Grow – yourself, your team, your firm?  Learn to Delegate 

Lack of Delegation has been called the Velcro that holds people and companies back from even greater success. In this session, Fran Skinner, CFA, CPA will share the personality traits common among successful investment professionals. These traits are frequently the same traits holding people back from delegating responsibilities to others. In addition, she will provide the specific steps investment professionals can take to determine the best person on your team to delegate a task to and execute a delegation strategy that will allow everyone to maximize their contribution.


Speaker: Fran Skinner, CFA, CPA

Fran is co-founder of AUM Partners, a boutique consulting firm that works exclusively with investment firms to assess and develop talented employees to create High Performing Teams.  She is an Independent Corporate Director for publicly traded Diamond Hill Investments, and Chair of their Compensation Committee.  She is a contributor to Barron’s and co-author of the book, “High Performing Investment Teams”.  In addition to having her CFA and CPA, Fran has an MBA from the University of Illinois – Chicago.  
Before co-founding AUM Partners in 2009, Fran worked for Mellon Bank and Allstate Investments in a wide variety of roles including launching the quantitative portfolio modeling function and developing the performance incentive measures for the Allstate investment portfolios.  Drawing on her 25 years of leadership and consulting experience in the financial services industry, Fran designs custom assessments and training to support the unique challenges investment leaders face attracting and developing talent in all roles of their firms.



101 California Street, Suite 910


Members: FREE


Wine & Cheese will be served


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