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May 2019 » Society Management

Reflecting on an Inspiring Global SLC

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

Earlier this month nearly 450 society leaders from 155 countries around the world gathered in London for the 2019 Global Society Leadership Conference.  Thank you to all who joined us for what we hope was a rewarding and inspiring three days, and thank you to the society leaders who helped lead sessions by sharing your experiences and expertise with your peers.


From my perspective, the conference was a great success.  Leaders seemed highly engaged with the conference content and with each other, and excited about the direction we are heading together.  Opportunities to network were really special - I know I speak for all of my colleagues at CFA Institute when I tell you how much we enjoyed talking with and getting to know so many of you over the course of the conference week.

Notably, the new Principles of Partnership and Operating Framework were discussed at the Global SLC Presidents Council meeting, and Society Presidents and the CFA Institute Board of Governors approved the documents. I encourage you to look at these revised foundational documents to learn more about how we will work together under Societies 2.0.

Congratulations, once more, to all of our Society Excellence Awards winners who were recognized at the conference. Read about those CFA Societies that won the Impact and Innovation Award and the Most Outstanding Society Award, and hear from our Volunteers of the Year.

For those of you who were unable to attend, check out the conference highlights, photos, and video interviews with Society Leaders on Connexions.

2019 Global CFA Society® Leadership Conference survey results:

 
 
 
 
 
 
 
 


A warm welcome to the Newly Elected Presidents Council Representatives and I personally wish to thank our past presidents.

We now turn our attention to business as we approach the end of the member year:

  • Calling for all CFA Societies to respond to the 2019 Society Satisfaction Survey! Unique links to the survey are being sent to CFA Societies from 24 May and you will have one month to complete this. This has been shortened and streamlined to capture key satisfaction metrics and assess our progress on Societies 2.0 objectives. Please contact your Society Relations Manager with any questions.
  • Submitting your business plans – to receive Operational Funding, CFA Societies must submit a business plan for the upcoming year and a fiscal year-end report for the prior year. The deadline for your FY20 beginning of year reporting is 30 June 2019. CFA Societies will be asked to submit FY19 year-end reporting from July. Your Society Relations Manager will be in contact shortly with instructions.

Over the course of the summer, we will be building the next phase of the Societies 2.0 Roadmap and preparing for the fall Regional Society Leadership Conferences.  Continue to look for progress on these fronts in my monthly updates. 


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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More updates from Randi

September 2019 » Society Management

September 2019: Improving Your Experience: Introducing an Enhanced Connexions

July 2019 » Society Management

July 2019: Welcoming all new CFA Society Leaders

Welcome to all the new CFA Society Leaders and Presidents around the world who have started their terms as of July 1.

June 2019 » Society Management

June 2019: Time to Rejuvenate
Ahead of FY20

Wherever you are in the world, I hope you have the opportunity for rest and rejuvenation in the coming months before the start of new fiscal year.

April 2019 » Society Management

April 2019: Marking an Important Milestone at the Global SLC

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

March 2019 » Society Management

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 » Society Management

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.

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