Connexions: SLC Live
Hear the key ideas, conversations, and memorable moments from the annual Society Leadership Conference. Each short episode helps Society leaders stay connected to the insights and discussions shaping the global CFA Society community.
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Building Stronger Pathways from University to Career
<p>Peter Watkins, Guillermina Pagaza from CFA Society Mexico and Bobby Lee from CFA Society Malaysia dig deeper into the ways societies can help students and emerging professionals navigate the journey from classroom to career. Learn how university partnerships, mentoring, practitioner engagement, competitions, and career-focused programs are developing future talent, building professional networks, and creating pathways into the investment profession.</p>
Turning Society Connections into Shared Solutions
<p>Natalie Barron and Lori Tabb of Momentum Partners, along with Laura Carney from CFA Society Los Angeles recap the live Peer Exchange, where society leaders identified challenges, shared expertise, and made practical connections across the global network. Hear how the session worked, what it revealed about shared needs and solutions, and which takeaways societies can put to use locally.</p>
Building the Future of Institutional Solutions
<p>Join Nikolaz Foucaud and Moe Khuen for a behind-the-scenes look back at the formation, growth, and objectives of Institutional Solutions. They discuss what they've learned from employers and institutional clients, and how they're building scalable solutions that address workforce development, private markets, and emerging topics such as ethical AI. </p>
Skills, Localization, and Innovation in CFA Institute Education
<p>Chris Wiese, CFA, Managing Director, Education, and Anne Falghren, Senior Head, CFA Program unpack how CFA Institute is evolving its education portfolio to meet changing learner and employer needs. They'll discuss how skills-based learning, localized offerings, certificates, and continued CFA Program innovation are expanding access, enhancing relevance, and preparing investment professionals for success in a rapidly changing global profession.</p>
Telling Our Story: How Societies and Volunteers Can Strengthen the Brand
<p>Join Cassandra Calpe from CFA Institute and José Segarra Silva, CFA, from CFA Society Mexico as they consider how societies and volunteers can amplify the CFA Institute and society brand through authentic storytelling and social media engagement. Hear practical approaches for turning members into ambassadors, increasing visibility, and creating content and experiences that strengthen trust and engagement in local markets.</p>
From Local Insights to Global Action: Presidents Council Priorities for FY27
<p>Join Presidents Council Chair Pieter van Putten, CFA, Odrée Ducharme, CFA, and Charles Wu, CFA, to understand how the Presidents Council serves as convening voice for society leaders. Learn how the Council is working to elevate local society perspectives, share global insights with CFA Institute leadership and the Board, and strengthen two-way communication and action across the society network.</p>
The Future of Membership: Engaging Emerging Professionals and Growing the Community
<p>Selma Laklai, Director of Member Value, Angela Sam, Director, Membership Marketing & Engagement, and Sarah Belenkin-Martin, Director, Society Relations, talk about the future of membership and how CFA Institute plans to meet the evolving needs of members and professionals. Explore emerging pathways into the profession, the distinctions between membership classes, and how societies can strengthen engagement, retention, and long-term community growth by delivering meaningful value throughout the member journey.</p>
Technology Trends for Membership Organizations: What’s Changing and What Matters Most
<p>Craig Dellorso of RSM and Peggy Hoffman of Mariner Management explore the technology trends reshaping membership organizations—and in turn, the member experience—from AI and automation to digital modernization and governance. They discuss which changes matter most and what society leaders should prepare for over the next three to five years.</p>
Season 5 Trailer: Connexions SLC Live from London
<p>Moe Khuen, Director of Society Technology Operations, is back as your host for another season of Connexions: SLC Live! This year, Moe reports live from the 2026 Society Leadership Conference in London, bringing you the best ideas, conversations, and memorable moments from across the global CFA Society community.</p><p>Attending in person? Tune in for a recap of anything you missed between sessions and coffee runs. Following from your local society? Get an inside look at all the action.</p><p>New episodes arrive October 21. Subscribe now so you don't miss one, and share the Connexions website with colleagues...
Partnering for Progress: How Societies Drive CFA Institute's Global Strategy
<p>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.</p> <p>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...
