Login to view this content

Forgot password?

Don’t have an account?

The registration email has been resent. Please click the link within it to confirm your email address.

Register

*Required field
View privacy policy

An email has been sent to the email address provided. Please click the link within the email to confirm your email address.

Close Popup
Help us make your Connexions even better

Based on your visit today, how would you rate your overall Connexions experience?


  • 1
  • 2
  • 3
  • 4
  • 5
What do you like most about Connexions?*
What content or features would make your Connexions experience better?
CFA Insitute CFA Connexions

BUILDING SOCIETY EXCELLENCE

MENU
  • Home
  • Archive
  • Strategic Focus
    • Vision, Mission and Strategy
    • Society Operating Model
    • Funding
    • Principles of Partnership
  • Resources
    • Society Resources
    • Society Center
  • Calendars
    • Institute Content & Product Pipeline
    • Society Planning Guide
  • Search
  • Submit content
  • CFA Society® Community Content
  • Home
  • Archive
  • Strategic Focus
    • Vision, Mission and Strategy
    • Society Operating Model
    • Funding
    • Principles of Partnership
  • Resources
    • Society Resources
    • Society Center
  • Calendars
    • Institute Content & Product Pipeline
    • Society Planning Guide
  • Search
  • Submit content
  • CFA Society® Community Content
Close

Month published

CFA Institute Goal

Content Type

Topic

November 2019

It’s a Wrap for 2019 Regional SLCs!

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

With the close of the EMEA SLC in Istanbul, Turkey, we wrap up the CFA Institute Regional Society Leadership Conferences for FY20. What passion and energy were on display at all three!

1.0.0.20
1.0.0.20
1.0.0.20
1.0.0.20
1.0.0.20
1.0.0.20

There was consistently positive buzz around the new competency framework and the vision for professional learning; lots of productive conversation on thoughtful advocacy strategy; and example-after-example of partnership in action. Thanks to all who participated. 

Watch the Partnership in Action video to learn more about our shared vision, aligned strategies and key FY19 accomplishments. And look for all conference content on the Society Center when posted later this month.

Looking Ahead

Advocacy
Sarah Maynard, ASIP, Joins CFA Institute

I’m delighted to welcome Sarah Maynard who joined CFA Institute this week as Global Head, External Diversity & Inclusion Strategies and Programs. An experienced investment professional, Sarah joins us from Majedie Asset Management, an independent investment firm based in the UK, where she was Client Communications Director and Head of Stewardship.  In this role, she focused on ESG, especially governance, with a keen interest in how companies can achieve success through improving inclusion in stewardship.  Prior to that, she was Director of Career Development at CFA Society UK, and a founder of their Women’s Network, which is now the Inclusion & Diversity Network.

          Building Brand
          Society Brand Activation Funding Now Available

          FY20 Society Brand Activation (SBA) funding is now available to help your CFA Society to improve local visibility, recruit more members, increase member engagement, and pursue activities that will increase brand awareness. CFA Institute will be providing $11M globally and you can apply for funding via your Society Relations Manager. View SBA services on the local brand building page and see examples of how societies used funding in FY19 to advance their objectives.

              Brand and Media Learning Content

              CFA Institute has produced two new pieces of learning content to support CFA Societies with brand building efforts: “Media Relations” provides details of how to partner with CFA Institute to generate positive media coverage and “Branding in Action” provides details on how to protect and properly use our brand.

              • Media Relations
              • Branding in Action
                  LinkedIn Update

                  Following our recent launch of an enhanced Connexions, we’re continuing to focus on streamlining the way we engage with you. As such, we have decided to close 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. The group will close on 29 November.

                        Member Value
                        CPD Competency Framework

                        CFA Institute has been working in close collaboration with CFA Societies to develop a career focused competency framework. We are now requesting CFA Society help to obtain further feedback to ensure its relevance and validity to your Society.

                        • Read more
                              CFA Institute Disciplinary Review Committee

                              The application process for the CFA Institute Disciplinary Review Committee (DRC) will open in December for the term beginning FY2021. We are calling for member volunteers who are passionate about maintaining ethics and the value of the CFA® charter.

                              • Read more
                                    Society Management
                                    Welcoming CFA Society Ghana as the 158th Society Globally

                                    At the September 2019 CFA Institute board of governors meeting, CFA Society Ghana was approved as the 158th CFA Society globally and 5th in Sub-Sahara Africa. 

                                    • Read more

                                            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.

                                            • Learn more
                                            1.0.0.20
                                            1.0.0.20
                                            1.0.0.20
                                            1.0.0.20
                                            1.0.0.20
                                            1.0.0.20

                                            1.0.0.20
                                            1.0.0.20
                                            1.0.0.20
                                            1.0.0.20
                                            1.0.0.20
                                            1.0.0.20
                                            SHARE ARTICLE
                                            •  
                                              Like article
                                              Like Article
                                            To download assets, please view the site on a desktop device

                                            1.0.0.20
                                            1.0.0.20
                                            1.0.0.20
                                            1.0.0.20
                                            1.0.0.20
                                            1.0.0.20

                                            More updates from Randi

                                            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.

                                            SHARE ON:

                                            CLOSE
                                            • About ConnexionsAbout Connexions
                                            • CFA Institute websiteCFA Institute website
                                            • Contact Us
                                            • Privacy Policy
                                            • Terms & Conditions
                                            • Cookies Policy

                                            This site is for informational purposes only. Featured ads are only for use in certain markets.
                                            These images may not be reproduced without specific permission from CFA Institute.
                                            © 2020 CFA Institute. All Rights Reserved.

                                            We’re using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.

                                            Continue

                                            This material is provided for informational purposes only and may not be used in any commercial manner without prior written permission from CFA Institute.

                                            © 2023 CFA Institute. All Rights Reserved.