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BUILDING SOCIETY EXCELLENCE

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February 2021 » Society Management

February Town Halls

In our February 2021 virtual town hall sessions, Marg Franklin, CFA, introduced Lutfey Siddiqi, CFA, new Managing Director, Regions & Society Relations at CFA Institute.

Randi Tolber, CFA, hosted a conversation in which Lutfey shared his vision for the future of the society partnership and opportunities ahead for CFA Institute and our global network. The sessions also incorporated live questions from the audience. 

APAC event


AMER event


EMEA event



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Related updates

February 2021 » Society Management

Call for Volunteers: Society Operations Advisory Council (SOAC)

As part of our commitment to further enhance collaboration between CFA Institute and the CFA Society® community, we have recently formed the Society Operations Advisory Council (SOAC).

February 2021 » Society Management

CFA Society Technology update

As CFA Institute embarks on its new strategy, we see an opportunity to create a more agile, resilient, and sustainable model for supporting society technology needs that better serves both local markets and our global community.

February 2021 » Society Management

Introducing Lutfey Siddiqi, CFA

Lutfey Siddiqi, CFA, recently joined the CFA Institute leadership team as Managing Director, Regions & Society Relations.

January 2021 » Society Management

A Strong Start to 2021

January 2021 » Advocacy

Collaborating to Support the Advancement of Women in Investment Management

The CFA Society® community around the globe has joined efforts to promote inclusion and diversity in the investment management profession.

January 2021 » Society Management

2021 Society Awards Programme

In spite of the enormous challenges of the past year, our global CFA Society community delivered ongoing, innovative programming and inspiring initiatives to their members and communities.

December 2020 » Society Management

Reflecting on the Successes of 2020

December 2020 » Society Management

Society Leadership Conferences

Professional Learning features prominently in the new CFA Institute strategy.

November 2020 » Society Management

Virtual 2020 Society Leadership Conference

This December, CFA Institute invites you to join us for a virtual Society Leadership Conference.

November 2020 » Society Management

Global Society Operations: Introducing Stephanie Field

Here we speak to Stephanie Field, Senior Director, Global Society Operations, CFA Institute, to learn more about her role and the direction of Society Operations and technology.

November 2020 » Society Management

Sameer Jagetia, CFA, Appointed as CEO of CFA Society New York

The Board of Directors of CFA Society New York appointed Sameer Jagetia, CFA, as Chief Executive Officer of CFA Society New York.

November 2020 » Society Management

2020: An Extraordinary Year That Requires Strong Collaboration

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