AS WE WRAP UP ANOTHER CALENDAR YEAR and position ourselves to hit the ground running in 2020, I’d like to update you on the priorities we’ve set for our objectives as we approach the halfway mark of Year 2 of our Strategic Plan.

Visibility, community, and an increase in member value are key drivers for initiatives taken on by the Board of Directors and CFA Society Toronto Management Office. As such, increasing visibility on both a local and global level remains a fundamental focus.

DRIVING MEMBERSHIP VALUE THROUGH OUTREACH
We’ve identified the leading local organizations that employ CFA charterholders and are working at strengthening our relationships with these connections. Simultaneously, we’re making efforts to broaden our impact and foster new relationships with other employers. The intention is both to maintain our stronghold with our key partners and to expand awareness of the value of the CFA charter within the financial community.

Continued presence within the academic community helps us reach the next generation of financial professionals. With this in mind, CFA Society Toronto has created a student ambassador program. This program engages post-secondary students and gives them the opportunity to connect with the Society and our local volunteer members.

INCREASING DESIGNATION VALUE ON A LOCAL LEVEL
We’ve made a conscious effort to expand our continued educational offerings to incorporate more programming opportunities on diversity and inclusion, by incorporating more diverse insights in our speaker panels for upcoming events.

Based on our survey responses from past events, we’re working to better connect with you, our membership, surrounding your interest and opinions on topics of sustainable investment. Sustainability and responsible investing has been a hot topic in recent years, and the Society will be working with fellow industry leaders to help make sense of it and provide greater insights into it in the coming months.

I’m proud of the leadership that CFA Society Toronto’s membership continues to show throughout the financial community—and the Society.

Warm wishes for a wonderful holiday season and a prosperous new year.