Return to Forté Foundation

Sessions New York, NY

Friday, Mar 24, 2017

8:30–9:00 am

Registration & Breakfast

9:00–9:15 am

Welcome & Overview

9:15–11:00 am

Building a Winning Brand

Practice your networking skills and get to know your fellow attendees. This highly interactive session will provide an overview on the importance of strategic networking and how to prepare for networking receptions, exploratory calls, and other “meet and greet” opportunities. Perfect your “elevator pitch” and receive feedback on how to improve your impact.

Presenter: Great on the Job

11:00–11:15 am


11:20 am–12:10 pm

Financial Services 101

Get a fun and fast-paced look at the financial services industry with specific emphasis on investment banking and sales & trading. Learn about different types of investment options, including stocks, bonds, mutual funds, commodities, index funds, etc. We will also cover various career tracks and demystify some of the commonly used terminology in this exciting industry.

12:10–1:10 pm

Lunch Keynote and Networking


1:10–2:15 pm

Investment Banking Simulation

Experience the role of an investment banker as your hone your analysis and advisory skills. Decide whether or not two different companies in the fast paced technology sector are ready to go public! Work in small teams to evaluate each company’s growth prospects, revenue potential and external competitive threats. Sponsor reps play the role of technology company executives who are seeking capital and are hopeful that their company is ready for an Initial Public Offering (IPO).

2:15–3:30 pm

Sales & Trading Simulation

Gain hands-on experience bringing a company public through the IPO process. Experience market gyrations once a company has issued stock. Participants play the role of sales brokers who will decide whether the recent IPO stock is a buy, hold or sell. Sponsor reps play the role of investors who are potential buyers of stocks in the technology sector. Each team will calculate your client’s returns and prizes will be awarded to leading teams.

3:45–4:45 pm

The Inside Scoop: How to Land a Great Job in Finance

Learn tips and strategies on preparing for interviews and internships during this panel discussion featuring women in various finance roles. You’ll gain insights on a “day in the life” of an entry-level employee and have your questions answered by role models from several leading companies.

Panelists: TBD

4:45–6:00 pm

Career Networking with Company Representatives

Network and practice your personal pitch with representatives from sponsor companies who are excited to meet you.

How to Apply
Want to Attend?

Forté College Fast Track to Finance is an elite program for college leaders interested in exploring the full scope of career options, including a career in finance. There is an application process to attend each event and only 100 applicants will be selected.


women CFOs in the Fortune 500