AI Skill Report Card
Curating Financial Events
Quick Start13 / 15
For a target city (e.g., "Toronto") and its region (e.g., "Ontario"/"Canada"):
- Pull all events scoped to the city/region — no filtering needed, include everything finance/fintech-related.
- Pull country-wide events (national conferences, virtual summits, events in other major cities) — apply a worthiness filter and keep only the top-tier ones.
- Merge into a single list, tagged by scope (
localvsnational), sorted by date.
Recommendation▾
Show a full worked example with raw input events and the final sorted JSON output array, not just prose descriptions of what's included/excluded.
Workflow14 / 15
Progress:
- Define the target city + region + country
- Identify sources (see below)
- Scrape/collect all local-scope events (no filter)
- Scrape/collect country-scope events (raw list)
- Apply worthiness filter to country-scope events
- Deduplicate (an event can appear in multiple sources)
- Tag each event with scope + worthiness score
- Output combined, sorted list
1. Identify Sources
Default source types to check, in priority order:
- Event aggregators: Eventbrite, Meetup, Luma — filter by location + finance/fintech category
- Exchange/regulator calendars: local stock exchange, central bank, financial regulator "events" or "press" pages
- Industry associations: fintech associations, CFA society chapters, banking associations (city chapter = local; national body = country-scope)
- Conference organizers: Finovate, Money20/20, Sibos, local fintech weeks — these are almost always country/international scope
- University/accelerator calendars: local business schools, fintech accelerators/incubators (local scope)
- News/PR: search
"[city] fintech event"and"[country] financial conference 2025"on Google News, LinkedIn Events - Coworking/VC hosted: local VC firms and coworking spaces often host finance-focused meetups (local scope)
2. Local Scope = No Filter
Any event physically located in, or specifically organized for, the target city/region goes in. Include small meetups, panels, workshops — comprehensiveness matters more than prestige here.
3. Country Scope = Apply Worthiness Filter
For events outside the city but within the country, only keep ones meeting at least 2 of these criteria:
- Attendance > 500 or explicitly marketed as "national"/"flagship"
- Speakers include C-level execs from major banks/fintechs, regulators, or well-known VCs
- Covered by major financial press (Bloomberg, Reuters, local equivalent) beforehand or historically
- Organized by a recognized industry body or top-tier conference brand
- Has had 3+ prior editions (established, not a one-off)
Score each country-scope event 0-5 against these criteria; keep score ≥ 2.
4. Deduplicate & Tag
{
"name": "...",
"date": "...",
"city": "...",
"scope": "local" | "national",
"worthiness_score": null | 0-5,
"source": "..."
}
Recommendation▾
Clarify how to handle ties or borderline worthiness scores (exactly 2) and what 'virtual/hybrid' national events look like in the tagged output schema.
Examples14 / 20
Example 1: Input: City = Austin, Region = Texas, Country = USA Output:
- Local (all included): "Austin Fintech Meetup #42", "UT Austin Blockchain Club Panel", "Capital Factory Demo Day – Fintech Cohort"
- National (filtered, score ≥2 only): "Money20/20 USA (Las Vegas)" ✅ score 5, "Finovate Fall (NYC)" ✅ score 4 — excluded: "Regional Payments Meetup (Denver)" ❌ score 1
Example 2: Input: City = Lagos, Region = Lagos State, Country = Nigeria Output:
- Local: all Lagos fintech meetups, Central Bank of Nigeria Lagos branch sessions, local hackathons
- National: "Nigeria Fintech Week" ✅ score 5 kept; a one-off "Abuja SME Finance Mixer" ❌ score 1 excluded
Recommendation▾
Add guidance on output format/delivery (e.g., calendar entry, markdown table) since the skill is meant to feed a newsletter/dashboard, not just an internal JSON list.
Best Practices
- Always confirm whether an event is virtual/hybrid — virtual events nominally "national" may need separate handling (treat as national, apply filter).
- Re-check worthiness scores yearly; a new conference can earn trust after repeat editions.
- Keep local inclusion generous — the value of this skill is hyper-local comprehensiveness contrasted with curated national signal.
- Record the source and scoring rationale for each national event so filtering is auditable.
Common Pitfalls
- Don't apply the worthiness filter to local events — that defeats the purpose of full local coverage.
- Don't assume "held in capital city" = automatically worthy; score it like any other country-scope event.
- Don't skip deduplication — large national events often get cross-posted by multiple local chapters.
- Don't rely on a single aggregator; regulator/association sites catch events Eventbrite/Meetup miss.