Society Partnership Advisory Council
Reference Materials
Society Partnership Advisory Council Charter
View charter (PDF)The purpose of the Society Partnership Advisory Council (the “Council”) is established by the Board of Governors (the “Board”) to assist CFA Institute with the followings matters related to CFA Societies:
- Facilitate the alignment between CFA Institute and CFA societies that is critical in advancing our mission globally and delivering value to our members.
- Establish a unified voice on CFA Society related matters in order to represent CFA Society interests to the Board.
- Ensure continued strength in the relationship between CFA Institute, the Presidents Council, and CFA Societies.
- Provide feedback and guidance on CFA Society business to the Board, Presidents Council, CFA Institute staff, and CFA Societies.
Co-Chair
Private Client Advisor, Senior Vice President, Bank of America Private Bank
Member of CFA Society Tampa Bay
Co-Chair
Ahlstrom Invest
Chief Risk Officer, USS Ltd.
Member of CFA Society United Kingdom
Co-Chair
Senior Director, Africa Finance Corporation
Member of CFA Society Nigeria
Executive Vice President, Head of AI Innovation, Fidelity Investments
PCR Appointment
Director, Black School of Business Samuel P. Black III Professor of Finance and Risk Management Penn State Erie, the Behrend College
Member of CFA Society Pittsburgh
Western Europe
Member of CFA Society Switzerland
APAC North and Oceania
Head, Global Society Relations, CFA Institute
Head, Global Society Relations, CFA Institute