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Connexions: SLC Live

Society Relations

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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  • 22 episodes
  • Avg 16 min
  • English
Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.
  • S4 · E1
    Sep 3, 2025 · 16 min

    Kicking Off FY26: Highlights and the Road Ahead

    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

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  • S3 · E8
    Oct 18, 2024 · 16 min

    Marketing & Customer Experience: Future Priorities and Insights

    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.

Showing 21–22 of 22 episodes