CFA Societies Australia was established to build the brand and influence of the three CFA Societies based in Australia (CFA Society Perth, CFA Society Melbourne and CFA Society Sydney), grow member and candidate numbers, deepen engagement with members and stakeholders, and contribute to the investment management industry and the integrity of financial markets.
To enable CFA Societies Australia to effectively develop a robust strategy, business plan, and financial budget – as required under Societies 2.0 – project funding was used to hire a Chief Executive Officer (CEO).
Lisa Caroll was appointed CEO in September 2018 and a comprehensive national strategy has since been developed, in conjunction with the three Australian Societies boards of directors and CFA Institute. Lisa facilitated several discussions and workshops with each of the three CFA Societies based in Australia and the strategy and business plan were finalised at the Australian national society leadership conference in March 2019. The six strategic goals are:
- Build the CFA brand, reputation and influence in Australia, through advocacy, marketing and communications
- Engage with industry to increase recognition and build market integrity
- Attract and develop future professionals
- Deliver member value and extend local reach
- Significantly increase the number of women becoming CFA charterholders and participating in the industry
- Enhance operational excellence and financial sustainability
Mr Ganesh Suntharam, CFA, President, Board of Directors, CFA Society Sydney said: “Using project funding to hire a Chief Executive Officer for CFA Societies Australia has provided enormous value. Lisa has driven the development of a robust national strategy by engaging with internal and external stakeholders spread over a number of different states. By coordinating and aligning strategy nationally, we will be able to make a bigger impact in Australia by delivering greater value for our members and more effectively fulfilling our mission.”
CFA Societies Australia has now applied for further project funding to financially support the implementation of the strategy and agreed business plan.
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