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November 2019

2019: A Momentous Year for Our Global Community

Randi Tolber, CFA, Head, Global Society Relations, CFA Institute

As we head towards the end of 2019, I’d like to extend a heartfelt thank you to society volunteers and staff, PCR’s, and my CFA Institute colleagues around the world for what has been a momentous year for this global community. 

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Working together, we have made tremendous strides in positioning ourselves to have a greater impact on the industry, our members, and society through the vision of Societies 2.0. There is always more to do, and 2020 promises to be just as momentous. We wish all of you a restful holiday season and New Year.  

If you missed Emily Dunbar’s email in November, please take a look at the Connexions article announcing our Professional Learning Plan for 2020. It is important that all society leaders are familiar with our plans if engaged with members in conversations on this topic. You can contact me or Emily directly with any questions regarding our plans and relevant talking points.

Looking Ahead

BUILDING BRAND
CFA Society Atlanta Strengthens the Global Community

We are delighted to announce that earlier this year, the Atlanta Society of Finance and Investment Professionals changed its name to CFA Society Atlanta. With the enthusiasm and opportunities that come with the new name, CFA Society Atlanta is ready to shine in the year ahead.

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MEMBER VALUE
The Importance of Africa

The “Emerging Markets: Africa” feature on Connexions celebrates the important role our CFA Societies play in the development of the investment industry across the continent. The feature includes details of the first Africa-focused report CFA Institute has published, a video from Gary Baker on the importance of Africa, and articles from Society Leaders in Africa about the unique challenges and opportunities they face.

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OUTREACH
Introducing the CFA Institute Student Investment Management Symposium

Next year’s Americas Regional and Global Research Challenge will feature the addition of a new conference – the CFA Institute Student Investment Management Symposium. 

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SOCIETY MANAGEMENT
Enhancing CFA Society Technology

“Techtimes”, a quarterly update, has been published to share how we have been enhancing CFA Society technology. 

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          Society Leader LinkedIn Group

          Further to my November Connexions update, a reminder that we will soon be closing the CFA Institute Society Leaders group on LinkedIn. We will be exploring plans for enabling peer discussions through Connexions or another Society Leader channel in the future. In the meantime, please continue to visit Connexions for the latest news, success stories, resources and more. The group will close on 13 December.

            CPD Design Council Meeting Update

            The CPD Design Council met in September and was provided with feedback on the CPD and Competency Framework that Society Leaders provided at the APAC SLC event.

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            First Society Event Launched in cVent!

            To support CFA Societies in their efforts to engage and deliver value to members, CFA Institute has partnered with Cvent to implement a new event management platform. Training is currently underway and CFA Society Calgary is the first to launch an event in the new integrated system!

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            Best wishes,
            Randi


            Get to know Randi

            Randi Tolber, CFA, is Head of Global Society Relations at CFA Institute. Her team manages relationships with 158 CFA Societies located in more than 90 countries around the world.

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            More updates from Randi

            November 2019

            November 2019: It’s a Wrap for 2019 Regional SLCs!

            October 2019

            October 2019: Strengthening our Partnership

            September 2019

            September 2019: Improving Your Experience: Introducing an Enhanced Connexions

            May 2019

            May 2019: Reflecting on an Inspiring Global SLC

            Earlier this month nearly 450 society leaders from 155 countries around the world gathered in London for the 2019 Global Society Leadership Conference.

            April 2019

            April 2019: Marking an Important Milestone at the Global SLC

            Randi Tolber, CFA, Head, Global Society Relations, CFA Institute

            March 2019

            March 2019: CFA Societies Measure Up

            International Women's Day was celebrated around the world earlier this month and the power of our global society network was on full display.

            February 2019

            February 2019: Progress on Many Fronts

            Research Challenge competitions, Annual Dinners, Charter Award events, and a myriad of other local projects, conferences, and initiatives are in full swing.

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