Episodi
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Tom Berry, Chief Marketing Officer, and Ivy Xu, Senior Director of Product Marketing & Customer Experience will explore the future priorities for Marketing & Customer Experience, including analytics, channels, and experiences. Discover what we've learned about our customers over the past year and how it's shaping our approach. We'll also dive into insights from our brand refresh and discuss how we're adding value for charterholder members. Plus, get top tips for societies on building a strong brand together.
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What does successful employer and institutional outreach look like? How can societies and CFA Institute work together to pursue our mission? Join Dana Day, Managing Director of Business Development at CFA Institute and Syn Nee Chow, Executive Director of CFA Society Malaysia as they discuss the latest trends from employers and institutions and how our portfolio meets their needs. Hear case studies highlighting successful partnerships between CFA Institute and societies that can serve as a model for your own outreach.
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Episodi mancanti?
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Tune in as Delme Thompson, Head, Global Event Solutions at CFA Institute and Fred Pinto, CFA, CEO of CFA Society Toronto dive into how audience preferences have shifted post-pandemic and the innovations they’re seeing in live and virtual events. Hear what's working (and what's not) at the local level, and how programming has grown their audience base. Plus, get their top tips for creating world-class events. Delme will share what to expect at the return of CFA Institute’s flagship conference in May.
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Join Chris Wiese, CFA, Managing Director of our Education division for a deeper dive into the latest research on adult learning and to see how the CFA Program and our certificates portfolio are evolving to meet the needs of diverse learners. He will discuss the opportunities we see in AI and community engagement. Gain valuable tips for incorporating these insights into the PL-eligible content and exam prep resources you develop.
Chris references this video in the podcast: https://www.youtube.com/watch?v=-ySpuPMzfz0&t=59s
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Join a discussion with Sarah Maynard, Global Head of Diversity, Equity, and Inclusion at CFA Institute for a brief background on the DEI Code. She’ll be joined by Jo-Ann Hajdamacha, Executive Director of CFA Montreal, who will touch on what it took for her society to become a signatory. Then, hear from Lisa Carroll, Executive Director of CFA Society Australia, for a discussion on how the code was adapted to reflect the needs of the Australian market.
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Explore how the conference theme, “Inspiring Innovation: Shaping Tomorrow Together,” is reflected in the priorities for Global Society Relations and Operations with Julie Emerson, Head of Global Society Relations, and Stephanie Field, Senior Director, Global Society Operations. Delve into plans for global training, advancements in our tech offerings, and how we see the support model evolving. Learn how to enable collaboration and content sharing within the network through webinars and shared services, and don’t miss our guests’ insights into quick wins for societies to implement this year, based on a global perspective across segments and regions.
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Dive into the workings of the Presidents Council with Presidents Council Chair Pieter van Putten, CFA, and Board of Governors member Jennifer Garbowicz, CFA, CIPM. Pieter provides an overview of the Council's composition, subregional representation, and how PCRs collaborate with CFA Institute. Our guests highlight the Council's priorities for the year and the benefits for societies. Finally, Pieter and Jen reflect on the qualities of an effective PCR and their personal takeaways from their volunteer service.
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An engaging fireside chat hosted by Odrée Ducharme, CFA, Presidents Council Representative, featuring president and CEO Marg Franklin, CFA, and our new Board of Governors Chair, Marshall Bailey, CFA.
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Connections SLC Live! That’s right—your go-to podcast for society leaders and support staff is back for its third season, and this time, we’re recording live from Montreal at the Global Society Leadership Conference.
This season, we're bringing you all the latest news, info, and insider updates straight from the Global SLC. Whether you're in the office or on the go, stay connected with everything happening in a convenient, easy-to-digest format!
So, don’t miss out! Subscribe or follow the podcast feed to get it sent right to your device starting on October 17th.
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Three guests—Janet Li from CFA Society Hong Kong, Charles Wu from CFA Society Sydney, and Kingpai Koosakulnirund from CFA Society Thailand—share their experiences attending the 2023 APAC Society Leadership Conference in Bangkok. The guests discuss key takeaways, including insights on leadership, engaging with PR, and overcoming challenges. They highlight the importance of building a supportive global network among CFA society leaders and share strategic opportunities and challenges discussed during the conference. The episode also touches on the theme of building community for impact and influence, with a playful mention of the energetic performance by one specific society on stage.
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In this episode Moe Khuen, interviews two CFA Institute leaders, Dana Day and Brenda Hou. Dana, Global Managing Director of Business Development, shares her experience of returning to CFA Institute after an absence and highlights the organization's resilience during challenging times. Brenda, Head of Global Partnerships and Client Solutions, discusses the expansion of CFA Institute's learning products globally, including certifications in ESG investing, data science, and private markets. The conversation emphasizes the importance of building a community for impact and influence, with examples of successful collaborations between CFA societies and the Institute in different regions, such as programs in Malaysia, partnerships in Korea, and an innovative Mentors Program in Chengdu, China. The podcast concludes with gratitude for the vital role societies play in the success of CFA Institute.
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Three special guests: Susan Spinner, CEO of CFA Society Germany, Ashraf El-Khatib Vice President of CFA Society Egypt, and Maja Vlejo, President of CFA Society Croatia, join Moe Khuen to discuss their experiences at the EMEA SLC conference. Highlights include the well-composed panels, diverse and engaging sessions, and the impact of CFA scholarships. Ashraf emphasizes the importance of networking and job opportunities for members, citing examples from Egypt. Maja discusses the significance of returning to operational and governance excellence to add value to members. Susan shares her insights on the strategic board session at the conference, emphasizing the importance of governance, board nomination processes, and the challenges faced by societies of all sizes. This podcast episode provides a glimpse into the conference's content, key takeaways, and the shared experiences of society leaders from different regions.
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Three society Presidents from the Americas region share valuable insights into the conference and their takeaways as leaders from different society segments. Kwame Boateng of CFA Society Okanagan represents a local society. Kanna Sriskanthan, of CFA Society Stamford, represents a member society and Odrée Ducharme from CFA Society Montreal, represents a professional society. This episode offers a unique and informative perspective for the audience, providing valuable insights into the topics of delivering value to members, identifying strategic opportunities or challenges and how each leader plans to discuss these topics with their respective boards.
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Paul Andrews talks about the newly launched Research and Policy Center at CFA Institute, which aims to be a strong voice for change in the industry. The center will focus on transforming information into action and influence, and will serve as a "think and do tank."
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Chris Wiese and Ivy Xu join us to discuss a variety of topics related to the CFA Program, which has seen the expansion of eligibility requirements and a focus on curriculum. The changes have been well-received, with third-year students surpassing fourth-year students in the program and performing as well as recent graduates. Ivy talks about the new candidate experience, which has been introduced to provide support for candidates. Society plays an important role in this experience, and further enhancements are being made to the candidate experience strategy.
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Tom Berry talks about CFA Institute's brand positioning, value, and awareness. The brand refresh is focused on adapting the brand for the digital future and extending its reach into new audiences and markets. The podcast also mentions the completion timeline for the brand rollout and the need to provide societies with tailored resources and assets for implementation.
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Stephanie Field & Rachel LeWitt provide an overview of the Higher Logic platform and CFA Institute's community strategy, explaining how the platform allows society leaders to connect globally and share best practices. They emphasize the need for society leaders to utilize the platform to both connect with other leaders and enhance their ability to serve their members and candidates.
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Julie Emerson, the newly appointed Head of Global Society Relations and Operations at CFA Institute, discusses her excitement about the opportunities and potential for growth within the society network. She also highlights the importance of connecting society leaders and leveraging their expertise to benefit CFA Institute. The podcast mentions the launch of the Higher Logic Society leadership community as a platform for peer-to-peer connections and knowledge sharing. Additionally, Julie mentions the possibilities of co-curating content with societies and engaging smaller cohorts to have a greater impact in local markets.
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Randi Tolber and Jennifer Taylor talk about the FY24 (and beyond) membership strategy vision. They discuss the results of a survey conducted to understand member needs and identify areas for improvement. The survey revealed that members struggle to find high-quality resources to stay up-to-date in a fast-changing industry. They also found that member satisfaction is below that of other professional associations. The podcast highlights the importance of delivering value to younger members and emphasizes the value of society membership.
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In this podcast episode recorded at the 2023 AMER Society Leadership Conference, Moe Khuen interviews Sue Thompson and Marg Franklin about their careers in the finance industry. They discuss their humble beginnings and how they found their way into the investment business. They also talk about the lack of female representation in the industry and the importance of having role models and allies. Patty Dunn is highlighted as an influential figure for both Thompson and Franklin.
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