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BUILDING SOCIETY EXCELLENCE

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  • Archive
  • Strategic Focus
    • Advocacy
    • Building Brand
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    • Outreach
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November 2020 » Society Management

New Customized Report To Help Your Business Planning

Business planning enables the CFA Society® community to effectively govern its finances. The process encourages strategic planning and budgeting to be done prior to the end of the member year (the fiscal year end for approximately two-thirds of the CFA Society network).

CFA Institute requests that each local society submits an annual business plan and budget for the upcoming fiscal year to enable us to focus resources and support common objectives and planned activities.

This year, there was an updated, streamlined process for collecting information related to annual business planning and operational funding requirements.  As a result, the data has been consolidated and will be shared with the CFA Society community for future planning efforts. 

Your local society customized report, along with a definitions resource guide, will be uploaded to your SalesForce library from 10 November 2020. This ‘Consolidated Society FY21 Business Plan Data Report’ will contain anonymized, consolidated business plan data that will allow each society to see its budgeted financials in comparison to anonymized societies in its size range and sub-region, as well as summarized objectives and KPIs. 

Some examples of the data contained in this report include:


FY21 Budgeted Expenses compared to Sub-Regional and Society Size Averages


FY21 Budgeted Expenses % plotted amongst Societies of Same Size


FY21 Key Performance Indicators compared to Sub-Regional and Society Size Averages


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February 2021 » Society Management

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February 2021 » Society Management

Call for Volunteers: Society Operations Advisory Council (SOAC)

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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.

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