Over the last few weeks, hugely successful Society Leadership Conferences took place in Asia Pacific (Bali, Indonesia) and the Americas (Austin, Texas). We explored the theme of “Partnership in Action,” learned a lot, celebrated many recent achievements, and looked ahead to the coming year. The conferences were highly engaging, informative, and truly inspiring. I’m looking forward to the same in Istanbul, Turkey with our EMEA CFA Societies.
1.0.0.20
1.0.0.20
1.0.0.20
1.0.0.20
1.0.0.20
1.0.0.20
Throughout FY20, Connexions will be featuring an Emerging Markets Series, which will put a spotlight on the strategic importance of emerging markets across the globe. The first in the series, to be launched in November, will focus on Africa and will provide content that you can share with your members, charterholders and local community.
I would also like to congratulate Anne O’Brien, CEO, CFA Society San Francisco, on being named one of the most influential business women in the San Francisco Bay Area. You can read an interview with Anne here.
We have lots of news to share as FY20 takes shape so keep checking Connexions for updates!
Advocacy
Join our social media campaign to mark Global Ethics Day
To mark Global Ethics Day (16 October 2019), CFA Institute will be running a global social media campaign. Take the opportunity to show your support and commitment to ethics by sharing the content via your CFA Society social media channels. You can repost and share CFA Institute content or create your own using the artwork files provided on Society Center (our campaign book will guide you on how to do this). Plus, see our wide range of Ethics resources for other ways to get involved.
1.0.0.20
1.0.0.20
1.0.0.20
Building Brand
New Society Marcomms Council members
The Society Marcomms Council was created to facilitate discussion and strategy on marketing-related issues. We are delighted to announce four new members, who will serve with the council for two years:
AMER: Daniel Katz, CFA, CFA Society Colorado
APAC: Jitendra Chawla, CFA, CFA Society India
EMEA: Anthony Cagiati, CFA, CFA Society Switzerland and Stavros Georgiadis, CFA, CFA Society Greece
Thank you to the past members – Fiona Edwards, CFA Society United Kingdom; Nerina Visser, CFA, CFA Society South Africa; George Dudley, CFA Society Boston; and Jainendra Shandilya, CFA, CFA Society India – for dedicating their time and providing such valuable input.
Brand Health Tracker Results
Each year, we conduct a brand health survey to measure the success of our global brand building efforts. This year’s results show increased brand awareness among institutional and high-net worth investors.
Member Value
Launching a new Selections experience
To provide the resources most valuable to our members, CFA Institute has developed a product that will consolidate content and deliver an individualized newsletter built from members’ interests.
1.0.0.20
Compensation Study Results
The results of the compensation study are now ready and will be delivered through an interactive dashboard and executive report to our members. We have created resources to ensure CFA Societies are well informed about the results and guidance on how to share this information with your members.
1.0.0.20
1.0.0.20
1.0.0.20
1.0.0.20
Refresher Readings & 2020 CFA® Program Curriculum Changes
2020 CFA Program Curriculum updates are now available to promote to members via Refresher Readings and the Member's Guide to Practitioner-Relevant Updates.
1.0.0.20
Membership Application Enhancements Update
Early next year, the membership application process is being enhanced to support new work experience requirements and streamline the operations of your Society’s membership management process.
1.0.0.20
Society Management
Transitioning Societies to a Best-In-Class Event Management Platform
We are currently transitioning CFA Societies using Member Nation to Cvent, a best-in-class event management platform. So far, 35 CFA Societies in the Americas have transitioned. Training will begin in November 2019.
1.0.0.20
1.0.0.20
1.0.0.20
CE Tracker Enhancements
To improve the professional learning experience for members, we are soon launching two new digital products that focus on tracking CE activity and credits for members. The first is a member-facing CE Tracker and the second is the CE Admin Tool, which means CFA Societies can upload CE credit for their members.
More information, including a user guide, will be distributed to society staff in the coming weeks. Please contact your Society Relations manager if you have any questions in the meantime.
1.0.0.20
1.0.0.20
1.0.0.20
1.0.0.20
1.0.0.20
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.
1.0.0.20
1.0.0.20
1.0.0.20
1.0.0.20
1.0.0.20
1.0.0.20
To download assets, please view the site on a desktop device