Connexions: SLC Live

Evolving Member Value: Inside CFA Institute's Membership Strategy


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Join guests Sarah Belenkin-Martin and Randi Tolber, CFA, for a candid conversation about how CFA Institute is evolving the value it delivers to members and Charterholders. In this episode, we explore the organization's renewed focus on enhancing the member experience—what's working, what's next, and where opportunities still exist.

Our guests discuss the insights driving the Associate membership class, what this new structure means for members, societies, and the broader CFA community, and how local societies are leading the way in creating meaningful, replicable member value. From new engagement strategies to surprising local initiatives, this conversation connects the dots between today's membership experience and CFA Institute's 2030 vision.

Tune in to understand how member value is evolving—and how you can be part of shaping what comes next.

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Connexions: SLC LiveBy Society Relations