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What’s going on at CFA Institute?  How does it affect you?  Join us to find out!

Event Description

​Join your fellow CFA Society Madison members for complimentary drinks and appetizers as we welcome James Bailey, CFA the Midwest Region Presidents Council Representative.   The President's Council represents the CFA Societies around the globe and serves as an advisory group to the CFA Board of Governors.   James is a former President of the Cleveland CFA Society and has been representing the Midwestern societies on this Board for the last 3 years.  

In addition to James, we are also pleased to welcome Leah Lindauer and Lauren McAdams, who serve as Society Relations Managers from CFA Institute.

We plan to ask our guests to provide some brief comments and then take questions on what's going on at CFA Institute and how it affects you and the Madison Society.  Potential topics include:   

  • How the relationship with CFA Institute and the role of local societies is evolving over time, including an update on an initiative called "Societies 2.0". 
  • How CFA Institute is looking to provide additional Continuing Professional Development and Career Management resources to help you manage your career.
  • A discussion of the opportunities and challenges facing CFA Institute and local societies.
  • How member benefits and the way members interact with both CFA Institute and their local society is likely to evolve.  

Members please join us for this interesting conversation about the future of the CFA Institute, our Society and your membership.   We look forward to seeing you there!   

Event Type

Society; Career; Educational

Education Topic


Start Time

4/16/2019 3:45 PM

End Time

4/16/2019 5:30 PM





Event Country

United States

Event Region


Location Info

​Best Western Park Hotel
22 South Carroll Street
Madison, WI  53703


James Bailey, CFA, Lauren McAdams, Leah Lindauer

CE Credits


SER Credit




Member Price

No Charge

Non-Member Price


Candidate Price



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Content Type: MyCFA Custom Calendar
Created at 2/13/2019 12:44 PM by
Last modified at 4/17/2019 9:46 AM by