Connexions: SLC Live Transistor (https://transistor.fm) https://feeds.transistor.fm/connexions-slc-live Hear straight from leadership about everything happening at the SLC this year. These short podcasts distill the key points of each content session down to the most important pieces of info that you need as a Society leader. 2022 1b315d58-0299-54a3-b16f-95a958c217b5 yes SLC Live is back for a new season October 17th! Back by Popular Demand: SLC Live Podcast Returns This Fall! en Thu, 10 Sep 2026 19:15:49 +0000 Thu, 10 Sep 2026 19:16:04 +0000 http://sites.libsyn.com/433329/website https://img.transistorcdn.com/MmI5Kzu2FL2cX1K5LQzuTXRyvkoycTIeYNHFc6IzMYw/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kNDQy/OTFjOTU3YTIwMGJj/YzRjZjRlY2EzYWRk/MWUxNS5qcGc.jpg Connexions: SLC Live http://sites.libsyn.com/433329/website episodic Society Relations Hear straight from leadership about everything happening at the SLC this year. These short podcasts distill the key points of each content session down to the most important pieces of info that you need as a Society leader. Hear straight from leadership about everything happening at the SLC this year. Mitchell Forst No No Partnering for Progress: How Societies Drive CFA Institute's Global Strategy 4 4 10 10 Partnering for Progress: How Societies Drive CFA Institute's Global Strategy full 0bbec3e3-e63c-4434-9626-b1db67f5459a https://share.transistor.fm/s/57cfa572 In this special episode of SLC LIVE, recorded at the 2025 Society Leadership Conference in Lisbon, moderator Julie Emerson leads a dynamic conversation with CFA Institute leaders Randi Tobler, CFA, Paul Moody, and Chris Wiese, CFA. Together, they explore how CFA Institute is setting the standard across membership, industry partnerships, and education.

Discover how the organization is evolving to deliver deeper member value, strengthen partnerships with employers and regulators, and modernize the CFA Program through skills-based learning. The discussion also unveils details on the new associate membership class, launching in 2026, and what it means for societies as strategic partners in shaping the future of the investment profession.

]]> In this special episode of SLC LIVE, recorded at the 2025 Society Leadership Conference in Lisbon, moderator Julie Emerson leads a dynamic conversation with CFA Institute leaders Randi Tobler, CFA, Paul Moody, and Chris Wiese, CFA. Together, they explore how CFA Institute is setting the standard across membership, industry partnerships, and education.

Discover how the organization is evolving to deliver deeper member value, strengthen partnerships with employers and regulators, and modernize the CFA Program through skills-based learning. The discussion also unveils details on the new associate membership class, launching in 2026, and what it means for societies as strategic partners in shaping the future of the investment profession.

]]> Tue, 28 Oct 2025 18:49:00 -0100 Society Relations Society Relations 1630 In this special episode of SLC LIVE, recorded at the 2025 Society Leadership Conference in Lisbon, moderator Julie Emerson leads a dynamic conversation with CFA Institute leaders Randi Tobler, CFA, Paul Moody, and Chris Wiese, CFA. Together, they explore how CFA Institute is setting the standard across membership, industry partnerships, and education.

Discover how the organization is evolving to deliver deeper member value, strengthen partnerships with employers and regulators, and modernize the CFA Program through skills-based learning. The discussion also unveils details on the new associate membership class, launching in 2026, and what it means for societies as strategic partners in shaping the future of the investment profession.

]]> No Inside the Presidents Council: How PCRs Strengthen the CFA Society Network 4 4 9 9 Inside the Presidents Council: How PCRs Strengthen the CFA Society Network full 6005e77c-0d63-41e7-baff-699f0bd9903f https://share.transistor.fm/s/6b8f5264 In this episode, we sit down with Presidents Council Representatives (PCRs) Pieter van Putten, Barbara Mainzer, Nerina Visser, and Abishek Lookner to explore how the Presidents Council connects CFA societies around the world. Our guests share insights into the PCRs' mission, how they collaborate with society leaders, and what's top of mind for them as they prepare for their upcoming retreat in Lisbon. Tune in for real-world examples of volunteer leadership in action—and learn how you can get involved in shaping the future of the CFA community.

]]> In this episode, we sit down with Presidents Council Representatives (PCRs) Pieter van Putten, Barbara Mainzer, Nerina Visser, and Abishek Lookner to explore how the Presidents Council connects CFA societies around the world. Our guests share insights into the PCRs' mission, how they collaborate with society leaders, and what's top of mind for them as they prepare for their upcoming retreat in Lisbon. Tune in for real-world examples of volunteer leadership in action—and learn how you can get involved in shaping the future of the CFA community.

]]> Fri, 17 Oct 2025 12:08:00 +0000 Society Relations Society Relations 1267 In this episode, we sit down with Presidents Council Representatives (PCRs) Pieter van Putten, Barbara Mainzer, Nerina Visser, and Abishek Lookner to explore how the Presidents Council connects CFA societies around the world. Our guests share insights into the PCRs' mission, how they collaborate with society leaders, and what's top of mind for them as they prepare for their upcoming retreat in Lisbon. Tune in for real-world examples of volunteer leadership in action—and learn how you can get involved in shaping the future of the CFA community.

]]> No From Knowledge to Capability: Embedding Skills-Based Learning in the CFA Program 4 4 3 3 From Knowledge to Capability: Embedding Skills-Based Learning in the CFA Program full ae8b9530-0057-4b9b-a12e-6c92c0ec5997 https://share.transistor.fm/s/ba66c6f4 Guests Chris Wiese, CFA, and Anne Fahlgren join us to unpack one of the most significant evolutions in the CFA Program—its shift toward skills-based learning. Together, they explain what this approach means, how it differs from traditional knowledge-based learning, and why it's essential to the future of professional education in finance.

Chris and Anne share insights into the market signals and employer feedback that prompted this transformation, outlining how the CFA Institute is integrating job-relevant skills while maintaining the program's hallmark rigor and depth. The discussion explores how new assessment formats and curriculum design balance technical mastery with practical application.

Looking ahead, they discuss how a skills-based framework opens new possibilities for supporting members and Charterholders through ongoing professional development, and how societies can begin incorporating this mindset into their own programming. The conversation offers both a preview of what's to come and a call to action for societies ready to help shape the future of learning.

]]> Guests Chris Wiese, CFA, and Anne Fahlgren join us to unpack one of the most significant evolutions in the CFA Program—its shift toward skills-based learning. Together, they explain what this approach means, how it differs from traditional knowledge-based learning, and why it's essential to the future of professional education in finance.

Chris and Anne share insights into the market signals and employer feedback that prompted this transformation, outlining how the CFA Institute is integrating job-relevant skills while maintaining the program's hallmark rigor and depth. The discussion explores how new assessment formats and curriculum design balance technical mastery with practical application.

Looking ahead, they discuss how a skills-based framework opens new possibilities for supporting members and Charterholders through ongoing professional development, and how societies can begin incorporating this mindset into their own programming. The conversation offers both a preview of what's to come and a call to action for societies ready to help shape the future of learning.

]]> Thu, 16 Oct 2025 07:14:00 +0000 Society Relations Society Relations 568 Guests Chris Wiese, CFA, and Anne Fahlgren join us to unpack one of the most significant evolutions in the CFA Program—its shift toward skills-based learning. Together, they explain what this approach means, how it differs from traditional knowledge-based learning, and why it's essential to the future of professional education in finance.

Chris and Anne share insights into the market signals and employer feedback that prompted this transformation, outlining how the CFA Institute is integrating job-relevant skills while maintaining the program's hallmark rigor and depth. The discussion explores how new assessment formats and curriculum design balance technical mastery with practical application.

Looking ahead, they discuss how a skills-based framework opens new possibilities for supporting members and Charterholders through ongoing professional development, and how societies can begin incorporating this mindset into their own programming. The conversation offers both a preview of what's to come and a call to action for societies ready to help shape the future of learning.

]]> No Evolving Member Value: Inside CFA Institute's Membership Strategy 4 4 2 2 Evolving Member Value: Inside CFA Institute's Membership Strategy full c61f2167-a0f7-4a76-bf87-21795bb6f8e0 https://share.transistor.fm/s/5c15072f Join guests Sarah Belenkin-Martin and Randi Tolber, CFA, for a candid conversation about how CFA Institute is evolving the value it delivers to members and Charterholders. In this episode, we explore the organization's renewed focus on enhancing the member experience—what's working, what's next, and where opportunities still exist.

Our guests discuss the insights driving the Associate membership class, what this new structure means for members, societies, and the broader CFA community, and how local societies are leading the way in creating meaningful, replicable member value. From new engagement strategies to surprising local initiatives, this conversation connects the dots between today's membership experience and CFA Institute's 2030 vision.

Tune in to understand how member value is evolving—and how you can be part of shaping what comes next.

]]> Join guests Sarah Belenkin-Martin and Randi Tolber, CFA, for a candid conversation about how CFA Institute is evolving the value it delivers to members and Charterholders. In this episode, we explore the organization's renewed focus on enhancing the member experience—what's working, what's next, and where opportunities still exist.

Our guests discuss the insights driving the Associate membership class, what this new structure means for members, societies, and the broader CFA community, and how local societies are leading the way in creating meaningful, replicable member value. From new engagement strategies to surprising local initiatives, this conversation connects the dots between today's membership experience and CFA Institute's 2030 vision.

Tune in to understand how member value is evolving—and how you can be part of shaping what comes next.

]]> Wed, 15 Oct 2025 16:37:00 +0000 Society Relations Society Relations 799 Join guests Sarah Belenkin-Martin and Randi Tolber, CFA, for a candid conversation about how CFA Institute is evolving the value it delivers to members and Charterholders. In this episode, we explore the organization's renewed focus on enhancing the member experience—what's working, what's next, and where opportunities still exist.

Our guests discuss the insights driving the Associate membership class, what this new structure means for members, societies, and the broader CFA community, and how local societies are leading the way in creating meaningful, replicable member value. From new engagement strategies to surprising local initiatives, this conversation connects the dots between today's membership experience and CFA Institute's 2030 vision.

Tune in to understand how member value is evolving—and how you can be part of shaping what comes next.

]]> No Building the Pipeline: Strengthening University Connections Across the CFA Network 4 4 4 4 Building the Pipeline: Strengthening University Connections Across the CFA Network full 3f3900b6-86d6-42b9-9dbd-9d72e7e8816d https://share.transistor.fm/s/a8a19ed1 In this episode, Peter Watkins joins us to discuss how CFA Institute's University Relations team is fostering meaningful connections between societies, universities, and the next generation of investment professionals.

Peter walks through his team's structure and goals, outlining the many ways they engage with university communities worldwide—and why those relationships are so vital to the Institute's mission and long-term growth. The conversation highlights standout examples of successful society outreach initiatives, lessons learned from diverse markets, and strategies that societies can adapt to strengthen their own university partnerships.

Listeners will come away with practical, actionable ideas for building collaborations, mobilizing volunteers, and measuring impact—plus a few "do-this-tomorrow" takeaways to help boards and staff get started. The discussion wraps with a look at upcoming resources and tools designed to make university engagement easier and more effective across the network.

]]> In this episode, Peter Watkins joins us to discuss how CFA Institute's University Relations team is fostering meaningful connections between societies, universities, and the next generation of investment professionals.

Peter walks through his team's structure and goals, outlining the many ways they engage with university communities worldwide—and why those relationships are so vital to the Institute's mission and long-term growth. The conversation highlights standout examples of successful society outreach initiatives, lessons learned from diverse markets, and strategies that societies can adapt to strengthen their own university partnerships.

Listeners will come away with practical, actionable ideas for building collaborations, mobilizing volunteers, and measuring impact—plus a few "do-this-tomorrow" takeaways to help boards and staff get started. The discussion wraps with a look at upcoming resources and tools designed to make university engagement easier and more effective across the network.

]]> Wed, 08 Oct 2025 06:59:00 +0000 Society Relations Society Relations 827 In this episode, Peter Watkins joins us to discuss how CFA Institute's University Relations team is fostering meaningful connections between societies, universities, and the next generation of investment professionals.

Peter walks through his team's structure and goals, outlining the many ways they engage with university communities worldwide—and why those relationships are so vital to the Institute's mission and long-term growth. The conversation highlights standout examples of successful society outreach initiatives, lessons learned from diverse markets, and strategies that societies can adapt to strengthen their own university partnerships.

Listeners will come away with practical, actionable ideas for building collaborations, mobilizing volunteers, and measuring impact—plus a few "do-this-tomorrow" takeaways to help boards and staff get started. The discussion wraps with a look at upcoming resources and tools designed to make university engagement easier and more effective across the network.

]]> No Amplifying Advocacy: What's Next for Research, Policy, and Content at CFA Institute 4 4 8 8 Amplifying Advocacy: What's Next for Research, Policy, and Content at CFA Institute full 49400a02-2ce0-46c8-a29c-97ab629e417b https://share.transistor.fm/s/9a04110e Guests Olivier Fines, Andrew Craine, and Rhodri Preece join us to discuss what's ahead for CFA Institute's Research, Policy, and Advocacy (RPC) work—and how societies can play a powerful role in amplifying its impact locally and globally.

The conversation highlights the upcoming pipeline of RPC and advocacy-related content, offering a look at the themes and initiatives shaping the next phase of CFA Institute's policy influence and thought leadership. Olivier and Rhodri also share how societies can effectively leverage RPC insights, data, and publications to advance meaningful dialogue in their own markets and strengthen alignment with the Institute's RAS (Research, Advocacy, and Standards) objectives.

]]> Guests Olivier Fines, Andrew Craine, and Rhodri Preece join us to discuss what's ahead for CFA Institute's Research, Policy, and Advocacy (RPC) work—and how societies can play a powerful role in amplifying its impact locally and globally.

The conversation highlights the upcoming pipeline of RPC and advocacy-related content, offering a look at the themes and initiatives shaping the next phase of CFA Institute's policy influence and thought leadership. Olivier and Rhodri also share how societies can effectively leverage RPC insights, data, and publications to advance meaningful dialogue in their own markets and strengthen alignment with the Institute's RAS (Research, Advocacy, and Standards) objectives.

]]> Tue, 07 Oct 2025 17:44:00 +0000 Society Relations Society Relations 855 Guests Olivier Fines, Andrew Craine, and Rhodri Preece join us to discuss what's ahead for CFA Institute's Research, Policy, and Advocacy (RPC) work—and how societies can play a powerful role in amplifying its impact locally and globally.

The conversation highlights the upcoming pipeline of RPC and advocacy-related content, offering a look at the themes and initiatives shaping the next phase of CFA Institute's policy influence and thought leadership. Olivier and Rhodri also share how societies can effectively leverage RPC insights, data, and publications to advance meaningful dialogue in their own markets and strengthen alignment with the Institute's RAS (Research, Advocacy, and Standards) objectives.

]]> No AI in Action: Harnessing Technology to Empower CFA Societies 4 4 6 6 AI in Action: Harnessing Technology to Empower CFA Societies full 811979ec-c07d-44d7-a82d-48f679c1819f https://share.transistor.fm/s/2f606cb9 Guests Doug Cohen, Alyson Corrigan, and Stephanie Field join us to explore how artificial intelligence is reshaping the way CFA societies engage members, create content, and operate efficiently. Drawing on examples from recent pilots and society feedback, they share where AI tools are already making a difference—and where the most promising opportunities lie ahead.

The conversation examines CFA Institute's approach to evaluating and responsibly implementing AI technologies, emphasizing the balance between innovation, sustainability, and ethical governance. Our guests discuss how the organization is weighing both the risks and rewards of AI, ensuring new tools enhance—not compromise—the member experience.

Listeners will gain practical guidance on how to start AI conversations within their own societies, what questions to ask, and where to find resources or support from CFA Institute. The episode closes with an inspiring look at how AI can strengthen collaboration, insight-sharing, and the collective impact of the global CFA society network.

]]> Guests Doug Cohen, Alyson Corrigan, and Stephanie Field join us to explore how artificial intelligence is reshaping the way CFA societies engage members, create content, and operate efficiently. Drawing on examples from recent pilots and society feedback, they share where AI tools are already making a difference—and where the most promising opportunities lie ahead.

The conversation examines CFA Institute's approach to evaluating and responsibly implementing AI technologies, emphasizing the balance between innovation, sustainability, and ethical governance. Our guests discuss how the organization is weighing both the risks and rewards of AI, ensuring new tools enhance—not compromise—the member experience.

Listeners will gain practical guidance on how to start AI conversations within their own societies, what questions to ask, and where to find resources or support from CFA Institute. The episode closes with an inspiring look at how AI can strengthen collaboration, insight-sharing, and the collective impact of the global CFA society network.

]]> Tue, 07 Oct 2025 17:43:00 +0000 Society Relations Society Relations 1043 Guests Doug Cohen, Alyson Corrigan, and Stephanie Field join us to explore how artificial intelligence is reshaping the way CFA societies engage members, create content, and operate efficiently. Drawing on examples from recent pilots and society feedback, they share where AI tools are already making a difference—and where the most promising opportunities lie ahead.

The conversation examines CFA Institute's approach to evaluating and responsibly implementing AI technologies, emphasizing the balance between innovation, sustainability, and ethical governance. Our guests discuss how the organization is weighing both the risks and rewards of AI, ensuring new tools enhance—not compromise—the member experience.

Listeners will gain practical guidance on how to start AI conversations within their own societies, what questions to ask, and where to find resources or support from CFA Institute. The episode closes with an inspiring look at how AI can strengthen collaboration, insight-sharing, and the collective impact of the global CFA society network.

]]> No Charting the Future: Leadership Perspectives on CFA Institute's 2030 Strategy 4 4 7 7 Charting the Future: Leadership Perspectives on CFA Institute's 2030 Strategy full 088e99e5-25f0-4973-bf4f-8ca086ab53f0 https://share.transistor.fm/s/a8d821e3 In this special conversation, Marg Franklin, CFA, Marshall Bailey, CFA and Heinz Hockmann, PhD, share their perspectives on how CFA Institute is evolving to meet the needs of a rapidly changing financial world.

Drawing on themes of exploration and adaptation, Marsh reflects on the Institute's legacy of discovery and how it continues to shape the organization's mission to serve society and advance the investment profession. Marg then expands on how the 2030 strategy empowers CFA Institute, its members, and societies to lead with purpose—strengthening the long-term value of the charter while preparing for emerging market and technological disruptors.

Together, they discuss key takeaways from the recent Board of Governors meeting, the priorities guiding CFA Institute's future direction, and the vital role societies play in delivering value and defining the profession's next chapter.

]]> In this special conversation, Marg Franklin, CFA, Marshall Bailey, CFA and Heinz Hockmann, PhD, share their perspectives on how CFA Institute is evolving to meet the needs of a rapidly changing financial world.

Drawing on themes of exploration and adaptation, Marsh reflects on the Institute's legacy of discovery and how it continues to shape the organization's mission to serve society and advance the investment profession. Marg then expands on how the 2030 strategy empowers CFA Institute, its members, and societies to lead with purpose—strengthening the long-term value of the charter while preparing for emerging market and technological disruptors.

Together, they discuss key takeaways from the recent Board of Governors meeting, the priorities guiding CFA Institute's future direction, and the vital role societies play in delivering value and defining the profession's next chapter.

]]> Tue, 07 Oct 2025 17:37:00 +0000 Society Relations Society Relations 1669 In this special conversation, Marg Franklin, CFA, Marshall Bailey, CFA and Heinz Hockmann, PhD, share their perspectives on how CFA Institute is evolving to meet the needs of a rapidly changing financial world.

Drawing on themes of exploration and adaptation, Marsh reflects on the Institute's legacy of discovery and how it continues to shape the organization's mission to serve society and advance the investment profession. Marg then expands on how the 2030 strategy empowers CFA Institute, its members, and societies to lead with purpose—strengthening the long-term value of the charter while preparing for emerging market and technological disruptors.

Together, they discuss key takeaways from the recent Board of Governors meeting, the priorities guiding CFA Institute's future direction, and the vital role societies play in delivering value and defining the profession's next chapter.

]]> No Setting the Standard: The Next Wave of CFA Institute's Brand Evolution 4 4 5 5 Setting the Standard: The Next Wave of CFA Institute's Brand Evolution full 85fc93f0-009c-4dc5-a728-4cdfa48b723b https://share.transistor.fm/s/39892470 Guests Katrina McKee and Emily Lau join us for an inside look at the next phase of CFA Institute's global brand campaign, "Set the Standard." Building on the momentum of the first wave, this conversation explores how the campaign reflects the organization's heritage, mission, and modern relevance in a changing professional landscape.

Katrina and Emily share the story behind the brand—from its origins and evolution to how "Set the Standard" captures the spirit of today's CFA community. They discuss how societies can engage with the campaign through assets, partnerships, and local activations.

]]> Guests Katrina McKee and Emily Lau join us for an inside look at the next phase of CFA Institute's global brand campaign, "Set the Standard." Building on the momentum of the first wave, this conversation explores how the campaign reflects the organization's heritage, mission, and modern relevance in a changing professional landscape.

Katrina and Emily share the story behind the brand—from its origins and evolution to how "Set the Standard" captures the spirit of today's CFA community. They discuss how societies can engage with the campaign through assets, partnerships, and local activations.

]]> Tue, 07 Oct 2025 17:36:00 +0000 Society Relations Society Relations 496 Guests Katrina McKee and Emily Lau join us for an inside look at the next phase of CFA Institute's global brand campaign, "Set the Standard." Building on the momentum of the first wave, this conversation explores how the campaign reflects the organization's heritage, mission, and modern relevance in a changing professional landscape.

Katrina and Emily share the story behind the brand—from its origins and evolution to how "Set the Standard" captures the spirit of today's CFA community. They discuss how societies can engage with the campaign through assets, partnerships, and local activations.

]]> No Kicking Off FY26: Highlights and the Road Ahead 4 4 1 1 Kicking Off FY26: Highlights and the Road Ahead full 679c4e5e-7d1e-4fc2-87e3-452f0a9436d5 https://share.transistor.fm/s/f191d39b Kicking Off FY26: Highlights and the Road Ahead

In this special kickoff episode of Connexions: SLC Live, Randi Tolber, CFA, Julie Emerson, and Liz Oakland reflect on the past year's accomplishments across CFA Institute's global network of societies and look ahead to what's next. From advocacy efforts and industry conferences in emerging markets to innovative and impactful projects, the conversation shines a spotlight on how societies are creating member value worldwide.

The episode also previews key priorities for FY26, including how we're advancing our membership strategy, how we're developing the long-term funding model, and how we're enabling the network for success through technology and training.

Our hosts close with a discussion about the regional Society Leadership Conferences, the theme, "The Evolution of Value," and how attendees can make the most of their time onsite.

Chapters

00:00 Kickoff and Reflections on Past Achievements 05:00 Society Enablement and New Initiatives 10:00 Future Directives and Membership Changes 12:33 Society Leadership Conferences and Networking Opportunities

]]> Kicking Off FY26: Highlights and the Road Ahead

In this special kickoff episode of Connexions: SLC Live, Randi Tolber, CFA, Julie Emerson, and Liz Oakland reflect on the past year's accomplishments across CFA Institute's global network of societies and look ahead to what's next. From advocacy efforts and industry conferences in emerging markets to innovative and impactful projects, the conversation shines a spotlight on how societies are creating member value worldwide.

The episode also previews key priorities for FY26, including how we're advancing our membership strategy, how we're developing the long-term funding model, and how we're enabling the network for success through technology and training.

Our hosts close with a discussion about the regional Society Leadership Conferences, the theme, "The Evolution of Value," and how attendees can make the most of their time onsite.

Chapters

00:00 Kickoff and Reflections on Past Achievements 05:00 Society Enablement and New Initiatives 10:00 Future Directives and Membership Changes 12:33 Society Leadership Conferences and Networking Opportunities

]]> Wed, 03 Sep 2025 19:55:00 +0000 Society Relations Society Relations 1008 Kicking Off FY26: Highlights and the Road Ahead

In this special kickoff episode of Connexions: SLC Live, Randi Tolber, CFA, Julie Emerson, and Liz Oakland reflect on the past year's accomplishments across CFA Institute's global network of societies and look ahead to what's next. From advocacy efforts and industry conferences in emerging markets to innovative and impactful projects, the conversation shines a spotlight on how societies are creating member value worldwide.

The episode also previews key priorities for FY26, including how we're advancing our membership strategy, how we're developing the long-term funding model, and how we're enabling the network for success through technology and training.

Our hosts close with a discussion about the regional Society Leadership Conferences, the theme, "The Evolution of Value," and how attendees can make the most of their time onsite.

Chapters

00:00 Kickoff and Reflections on Past Achievements 05:00 Society Enablement and New Initiatives 10:00 Future Directives and Membership Changes 12:33 Society Leadership Conferences and Networking Opportunities

]]> No Marketing & Customer Experience: Future Priorities and Insights 3 3 8 8 Marketing & Customer Experience: Future Priorities and Insights full 9e7889e3-e6a1-43da-8b0d-d720628bda6d https://share.transistor.fm/s/7c123ef2 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.

]]> 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.

]]> Fri, 18 Oct 2024 18:05:00 +0000 Society Relations Society Relations 987 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.

]]> No Building Bridges: Trends and Success Stories in Employer Engagement 3 3 7 7 Building Bridges: Trends and Success Stories in Employer Engagement full e4044425-cc97-423a-8eba-bd716f2aee7d https://share.transistor.fm/s/83f515bb 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.

]]> 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.

]]> Fri, 18 Oct 2024 17:23:00 +0000 Society Relations Society Relations 638 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.

]]> No Creating World-Class Events and Programming 3 3 6 6 Creating World-Class Events and Programming full d2a7343e-477e-434a-99e9-2ccbedafc1a2 https://share.transistor.fm/s/462989cc 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.

]]> 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.

]]> Fri, 18 Oct 2024 15:18:00 +0000 Society Relations Society Relations 1066 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.

]]> No Innovations in Education 3 3 5 5 Innovations in Education full dbbc814b-c255-47dd-b47f-7d03643cc788 https://share.transistor.fm/s/794b1341 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

]]> 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

]]> Thu, 17 Oct 2024 19:22:00 +0000 Society Relations Society Relations 634 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

]]> No Adopting and Adapting the DEI Code 3 3 4 4 Adopting and Adapting the DEI Code full f80b82c8-fea0-48b1-8d29-270834d656ba https://share.transistor.fm/s/055c1f81 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.

]]> 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.

]]> Thu, 17 Oct 2024 16:01:00 +0000 Society Relations Society Relations 834 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.

]]> No Shaping Tomorrow Together with Global Society Relations and Operations 3 3 3 3 Shaping Tomorrow Together with Global Society Relations and Operations full b9cb2677-0e7c-4850-9d24-d985ba70e523 https://share.transistor.fm/s/b4b616e9 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.

]]> 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.

]]> Thu, 17 Oct 2024 15:30:00 +0000 Society Relations Society Relations 551 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.

]]> No Inside the Presidents Council 3 3 2 2 Inside the Presidents Council full a346d6fc-ac7d-44ab-b245-c75675db535c https://share.transistor.fm/s/9d603c22 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.

]]> 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.

]]> Thu, 17 Oct 2024 14:52:00 +0000 Society Relations Society Relations 971 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.

]]> No Fireside Chat with Marg Franklin, CFA, and Marshall Bailey, CFA 3 3 1 1 Fireside Chat with Marg Franklin, CFA, and Marshall Bailey, CFA full 449f6dee-0eaf-428d-ad63-19c2c72ad223 https://share.transistor.fm/s/f38daed9 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.

]]> 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.

]]> Thu, 17 Oct 2024 12:00:00 +0000 Society Relations Society Relations 2232 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.

]]> No SLC Live is back for a new season October 17th! 3 3 1 1 SLC Live is back for a new season October 17th! trailer 5d564c91-1923-400f-8c1c-f19b6021bf72 https://share.transistor.fm/s/ad9a2b06 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.

]]> 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.

]]> Mon, 30 Sep 2024 18:59:00 +0000 Society Relations Society Relations 49 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.

]]> No SLC APAC Recap: The Society Leader Perspective 2 2 11 11 SLC APAC Recap: The Society Leader Perspective full e8a27e02-4721-4942-80fd-dda2dc394462 https://share.transistor.fm/s/4447e84d 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.

]]> 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.

]]> Mon, 18 Dec 2023 12:58:00 -0100 Society Relations Society Relations 1304 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.

]]> No Dana Day & Brenda Hou: Society Success Stories 2 2 10 10 Dana Day & Brenda Hou: Society Success Stories full d0a0580a-ad6e-4fcf-8d67-ba4c471677bf https://share.transistor.fm/s/7ff8376e 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.

]]> 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.

]]> Wed, 29 Nov 2023 17:33:00 -0100 Society Relations Society Relations 1299 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.

]]> No SLC EMEA Recap: The Society Leader Perspective 2 2 9 9 SLC EMEA Recap: The Society Leader Perspective full 633df44c-3dce-4d73-a6cf-1ccf3ea4af3a https://share.transistor.fm/s/1ba3ba79 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.

]]> 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.

]]> Tue, 28 Nov 2023 18:33:58 -0100 Society Relations Society Relations 1084 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.

]]> No SLC America's Recap: The Society Leader Perspective 2 2 8 8 SLC America's Recap: The Society Leader Perspective full b3571d68-e481-410a-abc3-1f986d1e5b89 https://share.transistor.fm/s/da327d35 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.

]]> 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.

]]> Tue, 07 Nov 2023 17:02:16 -0100 Society Relations Society Relations 1360 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.

]]> No Paul Andrews: Exploring the Research and Policy Center 2 2 7 7 Paul Andrews: Exploring the Research and Policy Center full 8a01ebf6-dee9-4c8c-a758-e4c4b0354877 https://share.transistor.fm/s/c273abda 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."

]]> 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."

]]> Sun, 24 Sep 2023 01:27:00 +0000 Society Relations Society Relations 376 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."

]]> No Chris Wiese & Ivy Xu: The Revamped Candidate Experience 2 2 6 6 Chris Wiese & Ivy Xu: The Revamped Candidate Experience full 41229542-35c2-4458-93ef-ab2679649cc9 https://share.transistor.fm/s/a74f7fbe 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.

]]> 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.

]]> Fri, 22 Sep 2023 19:18:00 +0000 Society Relations Society Relations 1044 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.

]]> No Tom Berry: The Future of CFA Institute's Brand in a Digital World 2 2 5 5 Tom Berry: The Future of CFA Institute's Brand in a Digital World full bac505af-e28f-4f40-8a1d-af2b499d5c1a https://share.transistor.fm/s/895936e7 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.

]]> 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.

]]> Fri, 22 Sep 2023 18:39:00 +0000 Society Relations Society Relations 485 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.

]]> No Stephanie Field & Rachel LeWitt: Fostering Partnership and Collaboration Among Society Leaders 2 2 4 4 Stephanie Field & Rachel LeWitt: Fostering Partnership and Collaboration Among Society Leaders full 225d7da9-c826-4818-8bdf-e0f8c26f1ae6 https://share.transistor.fm/s/f4166828 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.

]]> 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.

]]> Fri, 22 Sep 2023 17:44:00 +0000 Society Relations Society Relations 267 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.

]]> No Julie Emerson: Community, Content, and Cohort...The Equation for Success 2 2 3 3 Julie Emerson: Community, Content, and Cohort...The Equation for Success full 88bdc1c0-47ba-45b7-bc7c-339f50c28789 https://share.transistor.fm/s/e91453ae 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.

]]> 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.

]]> Fri, 22 Sep 2023 17:41:00 +0000 Society Relations Society Relations 431 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.

]]> No Randi Tolber & Jennifer Taylor: Exploring the Membership Strategy Vision 2 2 2 2 Randi Tolber & Jennifer Taylor: Exploring the Membership Strategy Vision full 2f1de1e6-4f9b-4e42-a174-09d339ff225b https://share.transistor.fm/s/c7a508fd 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.

]]> 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.

]]> Fri, 22 Sep 2023 17:14:00 +0000 Society Relations Society Relations 666 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.

]]> No Sue Thompson and Marg Franklin: The Power of Female Leadership in Finance 2 2 1 1 Sue Thompson and Marg Franklin: The Power of Female Leadership in Finance full 7a7624bd-b2b8-438d-8ffe-6ebaf8c30448 https://share.transistor.fm/s/a3b0f0fa 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.

]]> 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.

]]> Fri, 22 Sep 2023 15:11:00 +0000 CFA Institute CFA Institute 1724 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.

]]> No Back by Popular Demand: SLC Live Podcast Returns This Fall! 8 8 Back by Popular Demand: SLC Live Podcast Returns This Fall! trailer efbca86d-1c13-4271-bf27-fd31c4f8ba45 https://share.transistor.fm/s/7b15c260 Society Leaders and Supporting Staff, This Show Is for You!

The go-to podcast for society leaders and supporting staff is back for a second season. We'll be reporting live from the Americas' Regional and in the days surrounding the EMEA and APAC events, so you can stay up-to-date on the latest news, info, and happenings in a convenient, easy-to-consume format.

Subscribe or follow in your favorite podcast app to get all the updates sent directly to your device.

]]> Society Leaders and Supporting Staff, This Show Is for You!

The go-to podcast for society leaders and supporting staff is back for a second season. We'll be reporting live from the Americas' Regional and in the days surrounding the EMEA and APAC events, so you can stay up-to-date on the latest news, info, and happenings in a convenient, easy-to-consume format.

Subscribe or follow in your favorite podcast app to get all the updates sent directly to your device.

]]> Wed, 06 Sep 2023 18:02:41 +0000 Society Relations Society Relations 74 Society Leaders and Supporting Staff, This Show Is for You!

The go-to podcast for society leaders and supporting staff is back for a second season. We'll be reporting live from the Americas' Regional and in the days surrounding the EMEA and APAC events, so you can stay up-to-date on the latest news, info, and happenings in a convenient, easy-to-consume format.

Subscribe or follow in your favorite podcast app to get all the updates sent directly to your device.

]]> No Episode 7: Randi Tolber and Jennifer Garbowicz 1 1 7 7 Episode 7: Randi Tolber and Jennifer Garbowicz full 01546ad5-d37a-4c7c-9177-72e2a5e4c3b1 https://share.transistor.fm/s/8bd76627 Randi Tolber and Jennifer Garbowicz recap the Americas SLC and provide key take-aways from the conference.

]]> Randi Tolber and Jennifer Garbowicz recap the Americas SLC and provide key take-aways from the conference.

]]> Fri, 07 Oct 2022 22:00:00 +0000 CFA Institute CFA Institute 734 Randi Tolber and Jennifer Garbowicz recap the Americas SLC and provide key take-aways from the conference.

]]> No Episode 6: Merridith Kauten 1 1 6 6 Episode 6: Merridith Kauten full c318a4c7-7209-4543-aaa2-0715f2eb3746 https://share.transistor.fm/s/646e26ca Merridith Kauten talks about the landscape of higher education and how university outreach is engaging new Level I CFA Program candidates.

]]> Merridith Kauten talks about the landscape of higher education and how university outreach is engaging new Level I CFA Program candidates.

]]> Fri, 07 Oct 2022 20:30:00 +0000 CFA Institute CFA Institute 797 Merridith Kauten talks about the landscape of higher education and how university outreach is engaging new Level I CFA Program candidates.

]]> No Episode 5: Tom Berry 1 1 5 5 Episode 5: Tom Berry full 974fa16b-d8f6-440b-89a5-691a263cccee https://share.transistor.fm/s/f6f33b23 Tom Berry talks about delivering member value, measuring feedback from societies, and the evolution of the CFA Institute brand.

]]> Tom Berry talks about delivering member value, measuring feedback from societies, and the evolution of the CFA Institute brand.

]]> Fri, 07 Oct 2022 14:58:30 +0000 CFA Institute CFA Institute 640 Tom Berry talks about delivering member value, measuring feedback from societies, and the evolution of the CFA Institute brand.

]]> No Episode 4: Paul Moody 1 1 4 4 Episode 4: Paul Moody full 1327a246-4e59-40e7-8ff6-39ecda7c2c6d https://share.transistor.fm/s/b13744e9 Paul Moody talks about the voice of the customer and future revenue streams for CFA Institute that help deliver on our mission.

]]> Paul Moody talks about the voice of the customer and future revenue streams for CFA Institute that help deliver on our mission.

]]> Fri, 07 Oct 2022 14:28:00 +0000 CFA Institute CFA Institute 644 Paul Moody talks about the voice of the customer and future revenue streams for CFA Institute that help deliver on our mission.

]]> No Episode 3: Rhodri Preece 1 1 3 3 Episode 3: Rhodri Preece full 9d12b27a-8ce3-4f5a-b69f-bad77220ee4d https://share.transistor.fm/s/1a2792b7 Rhodri Preece shares insight on our research related to career development, the future of work and provides an update on the development of the CFA Institute Research Center.

]]> Rhodri Preece shares insight on our research related to career development, the future of work and provides an update on the development of the CFA Institute Research Center.

]]> Fri, 07 Oct 2022 11:00:00 +0000 CFA Institute CFA Institute 629 Rhodri Preece shares insight on our research related to career development, the future of work and provides an update on the development of the CFA Institute Research Center.

]]> No Episode 2: Courtney Neal 1 1 2 2 Episode 2: Courtney Neal full e1003b00-2db6-469c-9bfc-e6ae339b271c https://share.transistor.fm/s/c0625752 Courtney Neal talks about the evolving volunteer experience and how societies play a vital role in building our global volunteer community.

]]> Courtney Neal talks about the evolving volunteer experience and how societies play a vital role in building our global volunteer community.

]]> Thu, 06 Oct 2022 18:00:00 +0000 CFA Institute CFA Institute 462 Courtney Neal talks about the evolving volunteer experience and how societies play a vital role in building our global volunteer community.

]]> No Episode 1: Marg Franklin 1 1 1 1 Episode 1: Marg Franklin full 63eed62a-ea5b-4042-89ec-acf9c6290079 https://share.transistor.fm/s/d7ce53e5 Marg Franklin talks about the future of society collaboration and strategic priorities for the coming year.

]]> Marg Franklin talks about the future of society collaboration and strategic priorities for the coming year.

]]> Thu, 06 Oct 2022 12:39:00 +0000 CFA Institute CFA Institute 948 Marg Franklin talks about the future of society collaboration and strategic priorities for the coming year.

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