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.