Connexions: SLC Live

Partnering for Progress: How Societies Drive CFA Institute's Global Strategy


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In this special episode of SLC LIVE, recorded at the 2025 Society Leadership Conference in Lisbon, moderator Julie Emerson leads a dynamic conversation with CFA Institute leaders Randi Tobler, CFA, Paul Moody, and Chris Wiese, CFA. Together, they explore how CFA Institute is setting the standard across membership, industry partnerships, and education.

Discover how the organization is evolving to deliver deeper member value, strengthen partnerships with employers and regulators, and modernize the CFA Program through skills-based learning. The discussion also unveils details on the new associate membership class, launching in 2026, and what it means for societies as strategic partners in shaping the future of the investment profession.

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Connexions: SLC LiveBy Society Relations