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Financial Services

Meet other local people interested in Financial Services: share experiences, inspire and encourage each other! Join a Financial Services group.
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Frequently Asked Questions

Yes! Check out financial services events happening today here. These are in-person gatherings where you can meet fellow enthusiasts and participate in activities right now.

Discover all the financial services events taking place this week here. Plan ahead and join exciting meetups throughout the week.

Absolutely! Find financial services events near your location here. Connect with your local community and discover events within your area.

Financial Services Events Near You

Connect with your local Financial Services community

Investing & Personal Finance Meeting
Investing & Personal Finance Meeting
If you are interested in selecting investment choices for your 401(k) or other workplace savings plan, minimizing your income tax liability, or identifying the most effective investments for your brokerage account, we are the group for you. We are a local chapter of Bogleheads**®**, whose investment strategy can be found here: https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy Or you can peruse the Boglehead forum here: https://www.bogleheads.org/index.php I look forward to seeing you there. Mark Vonder Haar
Columbus Women's Investing & Personal Finance Meeting
Columbus Women's Investing & Personal Finance Meeting
**Welcome to the Women’s Columbus Bogleheads® Sub-Group** This sub-group is for **women who want to learn and discuss finances in a safe, supportive space**. For those interested in moving towards financial independence and retirement by learning investment basics, choosing your 401(k) investments, minimizing taxes, and more. We’re a local chapter of **Bogleheads®**, following a long-term, practical investment philosophy: [Investment Philosophy](https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy): https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy [Bogleheads Forum](https://www.bogleheads.org/index.php): https://www.bogleheads.org/index.php No question is too small, and no experience is too simple. Share, ask, and learn — at your own pace, without judgment, in a group of like-minded women. Let’s build confidence and knowledge **together**!
IxDA Chat ‘n Pancakes
IxDA Chat ‘n Pancakes
Pay attention! We’re delaying a week for those of you who may be on Spring break and/or celebrating the holiday. Ok, no pancakes, but waffles-a-plenty. Join the local UX and Digital Design community for a casual monthly breakfast. Look for us upstairs!
Topic to be announced
Topic to be announced
Topic to be announced! **CALL FOR SPEAKERS** Learn more: https://www.awscolumbus.com/get-involved/ **THANK YOU** *Leading EDJE* for hosting our meetup! Leading EDJE specializes in helping organizations innovate and solve complex problems. EDJE does this with their "A" player team of professionals using agile methodologies and SCRUM management techniques to give organizations a competitive advantage that sets them apart. Learn more at https://www.leadingedje.com/ **THANK YOU** *Amazon Web Services* for sponsoring pizza! Learn more at https://aws.amazon.com/. **DIRECTIONS** 6515 Longshore Loop, Suite 300 Dublin, OH 43017 (3rd floor) **FREE PARKING** at the Endres Garage across the street, 6540 Riverside Dr, Dublin, OH **Want to sponsor the pizza and/or bar tab for a future meetup?** Please contact me if you would like to sponsor this meetup's pizza and/or bar tab: angelo@mandato.com
Gold Star Business Networking
Gold Star Business Networking
Bring your business cards and network in person with other business professionals! Gold Star Referral Clubs is one of the most established professional networking organizations in the country, with multiple groups in central Ohio. Join us!
Data & Analytics Wednesday - The Data-Driven Brand
Data & Analytics Wednesday - The Data-Driven Brand
**The Data-Driven Brand: Using Analytics to Shape Perception** Can you use analytics to improve tacos? This being CBUSDAW, we think the answer is probably “yes”, but we’re not sure how to implement or test this theory. For our April meetup we’ve got Sara Kear, CMO of Condado Tacos, to investigate this delicious question. Sara will explore how she blends quantitative data and qualitative customer feedback to shape brand positioning and drive business decisions. We all know that marketing and analytics go way beyond attribution. Sara will show how Condado uses customer insights to inform product and pricing strategy. She’ll also highlight how Condado leverages customer feedback at scale to influence operational priorities, positioning marketing as the voice of the customer across the organization. In the last 12 years Condado has gone from one location in Columbus to 52 locations across 10 states, so we’re guessing there’s more to that growth than really good guac (though the guac probably helps). Ultimately, this talk focuses on the intersection of art and science—using data to inform creativity and build a brand that resonates with customers in a measurable way. **About Our Speaker** Sara Kear is Chief Marketing Officer at Condado Tacos, where she oversees brand, restaurant design, menu and pricing strategy, off-premise including catering, and customer data strategy. Since joining in 2021, she has helped grow the brand from 19 to 52 locations while building a data-driven marketing organization focused on loyalty and customer insights. Condado has since been named to the Inc. 5000, recognized as Breakout Retailer by Chain Store Age, and consistently ranked among FastCasual’s Top 100 Movers & Shakers. Thanks to our 2026 sponsors: [Clarivoy](https://www.clarivoy.com), [What Box Consulting Group](https://www.whatboxconsultinggroup.com), [Conductrics](https://www.conductrics.com), and [Piwik PRO](https://piwik.pro) More info at [cbusdaw.com](https://cbusdaw.com)
Lunch at Cooper’s Hawk
Lunch at Cooper’s Hawk
Join us for lunch at Cooper’s Hawk in Easton. If the weather is nice, we’ll enjoy lunch on their gorgeous patio!