- Students
- Executives
- Universities
- Recruiters
- Society (as a whole)
By students, for students, we implement a research-based approach to developing programs that transform the trajectories of future leaders.
Our leadership development and mentorship programs foster a culture of integrity, capital stewardship, and moral financial leadership.
Our impact goes beyond the students who join our organization. Stakeholders include:
8-week flagship program for new members w/ leadership development, introspection & discussion with their peers to identify their purpose & values.
Recruitment
Bootcamp
6-week program for Sophomores to develop their technical & soft skills, learn how to recruit with integrity, and find firms and teams that align with their values.
Members gain access to a network of finance professionals for 1:1 coaching and the potential opportunity to develop long-term mentoring relationships.
Principles
Workshops
Chapters hold at least 6 workshops per year focused on the practical application of the SOF Principles in finance through activities & case-studies
Professional
Success Events
Chapters hold at least 6 Speaker Series, Technical Workshops, or Corporate Partner events to learn more how to be successful in the finance industry
“LDP 2” For Upperclassmen
4-week series aimed at empowering Juniors with tools to excel during their summer internships, secure return offers, and learn how to stay true to their values in the workplace
Leadership
Conferences
Annual regional conferences bring together students and professionals for a mix of panel discussions and keynote speeches focused on our values.
Our programs provide students and professionals with powerful opportunities.
Develop, or become, the next generation of financial leaders to make a positive impact on the industry, your community, and the world.
Learn from renowned thought leaders in the industry to understand how their strategic focus on core principles has contributed to their success in finance.
Find the next candidate your firm is going to hire or meet the hiring manager who will open the door to your next opportunity.
Expand your network and potential opportunities with the current and future financial leaders in your area.

Whether you are a professional or student, very busy, or have spare time, there are ways to get involved at various levels of time and commitment.
Join us on the journey to transform finance.