Happy New Year! As we usher in 2021, we are excited to welcome Lutfey Siddiqi, CFA, who has joined the leadership team at CFA Institute as Managing Director, Regions & Society Relations.
As Marg mentioned in last week’s announcement, Lutfey’s experience in industry and academia, coupled with society leadership and Future of Finance Council contributions, will benefit our organizations and the society partnership tremendously. I’m certain you will find him a great listener, an inspirational leader, and a good friend to our CFA Society® community. We look forward to introducing him to all of you. Look for a series of regional town halls to hear from Lutfey virtually in mid-February.
With our goals of growing relevance and influence of the CFA Institute voice in mind, we have more exciting news to share on the global stage: CFA Institute has been named “Industry Association of the Year” by Regulation Asia in their 2020 Awards for Excellence! The award recognizes our work this year across Asia Pacific in developing best practice and industry standards, educating and informing industry professionals, connecting the community through events and regular dialogue, and promoting harmonization of regulatory requirements. This is all made possible through our strong partnerships with our CFA Society network across APAC and around the world. Thank you to all our CFA® charterholders, local societies, and volunteers for your support! You can read more about our APAC Advocacy, Standards, and Regulatory Relations work that contributed to this award win.
Speaking of awards, the Society Awards Programme has officially kicked off, and round 1 applications are due 3 March 2021. Please help us recognize the outstanding achievements and dedication of your society and volunteers by submitting your applications. To view the winners and reflect on the successes of the past year, please visit the 2020 Society Awards Programme page.
What can you expect in the coming few months? The leadership team is working to refine the CFA Institute strategy and we will be sharing those refinements with all of you for feedback. The open leadership team positions in Advocacy and Professional Learning will be filled. Lutfey and I will be working closely to imagine a global society operating model, which will require your input. Look for opportunities to volunteer for various topical consultative groups if you would like to be directly involved. And of course, we will be sharing FY22 society funding information in early February after approval by the Board of Governors.
As I noted last month, we have updated the Society FAQ document to respond to the most recent recurring questions from the December mini-SLCs and Marg’s coffee chats. We will continue to keep this document fresh so I suggest bookmarking it for reference as things develop over the course of the year.
Sending my best wishes for a healthy and prosperous New Year.
Kind regards,
Randi Tolber
MEMBER VALUE
Exam Updates Reminder
We encourage you to bookmark our CFA Exam Updates page, our primary source of information about expanded exam options, new testing windows, our refund policy, and more, to support candidates through their testing options.
We also encourage you to keep an eye on your inbox so you do not miss important updates about exam administration and candidate communications.
Women in Investment Management Resources
On 14 and 15 October 2020, CFA Institute hosted its annual Women in Investment Management Conference. Sessions discussed evolving investment strategies, shared methods to overcome unconscious bias to enhance and maintain diversity of thought and inclusive cultures, and provided insight from industry leaders. These sessions are not available on the CFA Institute enterprise site because the Women in Investment Management virtual conference was a paid event. However, we are offering our society audiences access to this content.
The CFA Society® community around the globe has joined efforts to promote inclusion and diversity in the investment management profession. Modelled on the CFA Institute Women in Investment (WIM) initiative, 19 local societies and five FPA chapters have created a unique program to support the advancement of female professionals of all backgrounds, across the finance industry.
SOCIETY MANAGEMENT
Updated FAQ Guide for Societies
Following the Virtual SLCs and recent coffee chats with Marg, we have updated the FAQ Guide for Societies, which summarizes responses to the most frequently asked questions posed by the CFA Society network. The latest version is available here.
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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