Virtual: 2024 CMT Association Annual Member Meeting

Virtual Meeting Link will be distributed prior to event

The CMT Association's Annual General Meeting is a pivotal event open to all Professional and Emeritus members in good standing. As a virtual Town Hall gathering, it serves as a platform for board members to engage with the association's membership. The meeting will be brought to order at 10am ET on Tuesday, June 20th. During the meeting, board members will lay out the strategic vision guiding the association's trajectory and provide insights into recent and ongoing changes within the organization. These changes encompass a spectrum of areas, ranging from operational adjustments to broader strategic initiatives aimed at enhancing member benefits and advancing the association's mission. Crucially, the AGM offers members the opportunity to engage directly with board members, and senior staff. The open Q&A format fosters transparency and dialogue within the community. This interactive aspect ensures that members have a voice in shaping the direction and priorities of the association. […]

Webcast: “Yeah. We can and should time our risk opportunities in Markets” with Wayne Montierth, CMT

A webcast presentation by Wayne Montierth, as part of the CMT Association's Educational Web Series. About the Presentation: I will demonstrate the legitimate imperative of TA chart principles and the power of expectations that it affords. The staff and players of the KC Chiefs probably screen more hours of video footage than every movie theater in Kansas City. Maybe that's hyperbole, but there's a reason they do. Strategic planning requires understanding patterns of behavior and where to exploit it. Random Markets? Where? It's ALL about timing that risk-taking counter-punch

Webcast: The Million Dollar Blueprint: A Proven Guide to Growing a 7-Figure Financial Advisory Practice Part 1 with Adam Koós, CMT

A webcast presentation by Adam Koós, CMT as part of the CMT Association's Educational Web Series. About the Presentation: Do you feel “stuck?” Are you a growth-minded, goal-oriented financial advisor, but struggling to take your firm to the next level? What about your mindset – are you stressed out, or have you reached a point where you’re not as excited about your practice as you once were? Have you ever thought to yourself, “I’m like a V-10 engine, ready to race toward greatness… if I could just find the right fuel to get me there?!” In this 1-hour presentation, Adam Koós crams a plethora of tested and proven methods to grow your financial advisory firm in ways that surpass all your expectations. You’ll learn tips on how to attract new clients, perfect your client on-boarding process, increase your conversion ratios, get more referrals from clients and COIs, prospect for new […]

Virtual: Women in TA Chapter Meeting featuring Kristi Mallory

Virtual Meeting Link will be distributed prior to event

The Women in TA Chapter of the CMT Association invite you to our meeting on Friday, August 16, 2024.  Kristi Mallory will be our guest speaker.  We hope you will join us! TOPIC: Networking, Mentoring, Connection, and Coaching PRESENTER: Kristi Mallory Executive Business Coach You will receive an email with the Link to the zoom call on the day of event. Karen Benefiel, CMT, CPA Kelly Corbiere, CMT, CFA, CFP Gina Martin Adams, CMT, CFA Women in TA   

Webcast: “CRYPTOCURRENCY: How to manage a crypto fund” with Javier Pineda, CMT

A webcast presentation by Javier Pineda, CMT as part of the CMT Association's Educational Web Series. About the Presentation: In this session, Javier Pineda will demystify the complexities of cryptocurrency fund management. With years of experience in the financial sector and a deep understanding of digital assets, Javier will share invaluable insights into: Understanding the Crypto Market: Gain a comprehensive overview of the cryptocurrency landscape, including key trends and market dynamics. Risk Management Strategies: Learn how to identify, assess, and mitigate risks unique to cryptocurrency investments. Portfolio Diversification: Discover the best practices for diversifying your crypto assets to optimize returns and minimize risks. Regulatory Considerations: Navigate the evolving regulatory environment and ensure compliance in your crypto fund operations. Advanced Investment Techniques: Explore sophisticated investment strategies and tools to enhance your crypto fund performance. This webinar is a must-attend for financial professionals, fund managers, and anyone interested in mastering the art of cryptocurrency fund management. Whether […]

Webcast: “Purging Random Market Dogma” with Wayne Montierth, CMT

A webcast presentation by Wayne Montierth, CMT as part of the CMT Association's Educational Web Series. About the Presentation: I will demonstrate the legitimate expectation that Financial markets are not random. Catch-all terminology like 'volatile' and 'risky' are excuses for a lack of context and perception. "You will do the wrong thing at the wrong time" acknowledges that there is a right place and right time. We know what that looks like, where it will probably happen, and what is likely to play out if triggered; and we will take the odds and failure rates. Tactical Chart Analysis is NOT gambling or wishful thinking.

Webcast: The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Firm Part 2 with Adam Koós, CMT

A webcast presentation by Adam Koós, CMT as part of the CMT Association's Educational Web Series. About the Presentation: Do you feel “stuck?” Are you a growth-minded, goal-oriented financial advisor, but struggling to take your firm to the next level? What about your mindset – are you stressed out, or have you reached a point where you’re not as excited about your practice as you once were? Have you ever thought to yourself, “I’m like a V-10 engine, ready to race toward greatness… if I could just find the right fuel to get me there?!” In this 1-hour presentation, Adam Koós crams a plethora of tested and proven methods to grow your financial advisory firm in ways that surpass all your expectations. You’ll learn tips on how to attract new clients, perfect your client on-boarding process, increase your conversion ratios, get more referrals from clients and COIs, prospect for new […]