As our fiscal year comes to an end, we want to take a moment to thank our outgoing Presidents Council Representatives (PCRs). The commitment that PCRs make to give their time, energy, and experience to represent the views of societies to our Board of Governors and to CFA Institute is enormous.
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Ordinarily, we’d celebrate their contributions in person at a Society Leadership Conference (SLC), but as we were unable to hold the event this year, we would like to use this opportunity to extend our warmest gratitude to Bogdan Bilaus, CFA, Susan Williams, CFA, and Ken Yee, CFA. We say, “so long” for now, not goodbye, as we know you will always be part of our valuable volunteer community.
Speaking of SLCs, given the uncertainties surrounding both the pandemic and our financials, we have decided to cancel plans for both the fall Regional SLCs and the spring Global SLC in FY21. We are conscious of the learning and networking value these live opportunities provide, and we will aim to hold the next set of SLCs in the fall of FY22. In the meantime, there will be plenty of virtual opportunities to engage and stay current, so please do keep a look out for these.
Collaboration and consultation with our society partners remains a high priority. In preparation for rolling out the new strategy, the Society Partnership Advisory Council (SPAC) has approved sunsetting several existing volunteer councils that have completed their remits. These will make way for new consultative councils that will better support the new strategy. Look for new volunteer opportunities in coming months.
Remember to register for the upcoming Virtual CFA Society Strategic Update events. Marg and I will share additional details of the CFA Institute strategy and organizational structure, the role of the CFA Society® community and our regional teams, and the opportunities ahead for collaboration. Questions can be submitted in advance. I look forward to seeing you all then.
Read more below for important news and updates for our CFA Society community.
Stay safe, be well.
Randi
ADVOCACY
Society Advocacy Engagement
To ensure that societies in EMEA are aligned with the CFA Institute advocacy vision, principles and current policy positions, a society advocacy advisory council has been established in Europe. The European Union Society Advocacy Advisory Council (EU SAAC) will strengthen the collaboration between CFA Institute and the CFA Society® community in Europe and help to build market integrity.
At its July plenary meeting, the new membership for the EU SAAC was confirmed and a new charter further illustrating key principles and responsibilities was voted in. The guiding principles of the EU SAAC are relevance and impact and members come from local societies across Central and Eastern Europe and Western Europe. After a rigorous nomination process, each member was proposed by the board of their society to represent their views on the EU SAAC.
MEMBER VALUE
Marg Franklin’s Reflections on Her First Year
The September issue of Selections*, our member-exclusive newsletter, will feature an update from Marg Franklin, CFA, as she reflects on her first year as president and CEO of CFA Institute.
SOCIETY MANAGEMENT
Board Recruitment
The CFA Institute Nominating Committee is accepting recommendations for applicants to serve a three-year term on the Board of Governors beginning 1 September 2021. For the upcoming term, the Nominating Committee is looking for candidates:
- with technology expertise, specifically in the education space; or
- that reflect gender, race, ethnic, and geographical diversity; and
- have leadership experience within CFA Institute local societies.
Nominate yourself by completing the Governor Recommendation Form by 23 October 2020.
More information is available on our website.
Most Outstanding Research award
Our series featuring 2020 Society Awards Programme winners continues with a story highlighting the achievements of CFA Montréal, our Most Outstanding Research award winner. CFA Montréal has been recognised for its impactful initiatives that have leveraged research content and raised awareness locally.
BUILDING BRAND
Hong Kong Society of Financial Analysts Rebrands as CFA Society Hong Kong
CFA Society Hong Kong has become the new brand name of the largest CFA Society in Asia Pacific (in terms of members) and fourth largest globally. The rebrand allows the local society to strengthen its brand connection with the global investment community, while retaining its strong local voice and network.
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.
* Selections is not available in mainland China. In the mainland of China, CFA Institute accepts CFA® charterholders only.
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