Turning Society Connections into Shared Solutions

Journalist and broadcaster Adam Shaw and Nick Bartlett, chief executive of CFA Society United Kingdom, join the show talk about how Societies can raise their profile through media and public relations. Adam draws on his experience with the BBC, ITV, Sky, and CNBC, while Nick shares how CFA Society UK has built its own media presence. Together, they’ll explore what makes a story newsworthy, how to build relationships with journalists, and how to approach interviews with confidence.

Wade Bicknell, Chief Information Security Officer discusses emerging cyber threats, lessons from recent incidents, and steps societies can take to protect their brands and data. They also explore the approach CFA Institute is taking to use AI responsibly and what it means for society leaders.

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.

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.

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. 

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.

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.

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.

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.

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.