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.
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.
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.
OUTREACH
Introducing the CFA Institute Student Investment Management Symposium
SOCIETY MANAGEMENT
Enhancing CFA Society Technology
“Techtimes”, a quarterly update, has been published to share how we have been enhancing CFA Society technology.
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.
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!
Best wishes,
Randi
Get to know Randi
Randi Tolber, CFA, is Head of Global Society Relations at CFA Institute. Her team manages relationships with 157 CFA Societies located in more than 90 countries around the world.
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