Society Partnership and Strategy Council

The Society Partnership and Strategy Council (the “Council” or “SPSC”) is established by the Board of Governors (the “Board”) to serve as a strategic advisory body addressing key challenges and opportunities impacting or arising from the society network. SPSC focuses on high-impact issues critical to advancing CFA Institute’s mission globally and delivering value to members.

The Council’s role is to:

• Contribute to the alignment between CFA Institute and CFA Societies that is critical in advancing our strategy and mission globally and delivering value to members. Raise and evaluate matters of misalignment between CFA Institute and CFA Societies to the Board.  
• Present meaningful and balanced input to the Board on CFA Society-related matters to represent society interests.  
• Assess and share society network market insights, perspectives, and sentiment providing regular reports to the Board to inform decision-making.
• Advise on society funding models, membership growth strategies, network governance, and enterprise-level strategic initiatives impacting societies, incorporating society perspectives to inform the Board’s decisions.

SPSC’s focus complements the role of Presidents Council Representatives (PCRs) by addressing strategic topics distinct from operational or network-wide alignment efforts. SPSC considers and relies on feedback and input collected by PCRs as well as management recommendations and insights in its deliberations on strategic matters and any related recommendations to the Board of Governors.

Want to get in touch? 
Contact the Society Partnership and Strategy Council.