Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

Mission & Vision Statements

Mission:

The mission of the CFA Society Spokane is to exemplify excellence, education and integrity in
the investment management profession.

Vision:

An integral and widely recognized element of the Inland Northwest business community.
An organization comprised of serious investment professionals in Eastern Washington,
North Idaho, parts of Wyoming, and Montana.
A society whose members are actively committed to enhancing the value of the
organization by willingly giving of their time as society volunteers, while openly sharing
of their knowledge and expertise with one another.

Strategic Plan Summary

1. Growth

a. Continue to expand into greater Inland NW in terms of membership and member

value initiatives

b. Targeted membership at 100

2. Integration

a. Continue rebranding process to CFA Inland Northwest

b. Broaden leadership and board for more geographic diversity to broaden reach and

potential member value

c. Increase Board size

i. More committee heads and formalization of the processes

d. Send minimum 3 board members to CFA Western Region training annually

i. Strive to bring (1) other highly active volunteer as a way to recruit to the

board

3. Technology

a. Continue to provide tech resources to members given the broad the geography

b. Live stream/record at least 4 events annually

i. Record and upload major events with speakers for members to watch

playbacks

4. University

a. Continue to target better University involvement

i. CFA Research Challenge

ii. Networking and Outreach

iii. Mentorship for future candidates/members

iv. Co-sponsor 1 finance club event at current CFA IRC schools

1. Goal to add one new relationship annually

5. Industry

i. Continue to bring outside professionals into CFA network

ii. Goals

1. Board members bring one outside industry professional to every

CFA event

2. Target circles of influence (accountants, lawyers, etc) for potential

sponsors or guests to annual dinners and/or professional

networking events

6. Advocacy

a. Continue to try and have one meaningful meeting with key political figure

annually to raise awareness of the CFA Institute, CFA Local Societies, and the

CFA exam programs

7. Measure results

a. What metrics can we use to evaluate

i. Member growth

ii. # of meetings

iii. Sponsorship $’s

iv. Members satisfaction surveys