Connexions: SLC Live

Society Relations
  • 5.0 (4)
  • Investing

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.

  1. 5d ago

    Using the Media to Build Your Society's Brand

    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.

  2. 6d ago

    Protecting the Network: Cybersecurity and Responsible AI for Societies

    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.

  3. Oct 24

    Building Stronger Pathways from University to Career

    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.

  4. Oct 23

    Turning Society Connections into Shared Solutions

    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.

  5. Oct 21

    Building the Future of Institutional Solutions

    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.

  6. Oct 21

    Skills, Localization, and Innovation in CFA Institute Education

    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.

  7. Oct 20

    Telling Our Story: How Societies and Volunteers Can Strengthen the Brand

    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.

  8. Oct 20

    From Local Insights to Global Action: Presidents Council Priorities for FY27

    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.

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Ratings & Reviews

5
out of 5
4 Ratings

About

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.

Information

  • Creator
    Society Relations
  • Years Active
    2022 - 2026
  • Episodes
    48
  • Rating
    Clean
  • Copyright
    © 2026
  • Show Website
    Connexions: SLC Live