Free Agent Nation Proposal Full 2006

FREE AGENT NATION PROPOSAL Speaking to the relevance of the CFA Institute and the Societies to existing members: “Now that I have it, What do I do with it?!?* Marc B. Ira, CFA Chair, Corporate Outreach and Career Development STAMFORD CFA SOCIETY Stamford, Connecticut, USA Tel. 203 968 1121; email: [email_address] * Quote from a Stamford CFA Society member and charterholder about his CFA charter Presented to: Jeffrey Deiermeier, CFA – CEO, CFA Institute Raymond D’Angelo, Managing Director, CFA Institutte New York City October 2006

Agenda ,[object Object],[object Object],[object Object],[object Object]

Today’s CFA “Community” ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

But “ Community ” Missing In: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],“ Asset that Lasts a Lifetime” Ad

Talk of the “Member Era” ,[object Object],[object Object],[object Object],[object Object],[object Object]

Community dialog via Yahoo eGroups Personalized Member login Personal Community Dashboard JOBS Events Study Groups News HOW WE’RE DOING “ COMMUNITY”

SCFAS Seeking Relevance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],BUT WE STILL FALL SHORT!!

SCFAS Members Today ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],So…

Stamford CFA Society ,[object Object],[object Object],[object Object],[object Object],= The “Plugged-in” Member, with SCFAS the HUB of his/her professional Network

Free Agent Nation ,[object Object],[object Object],[object Object],[object Object],[object Object]

Environmental Change ,[object Object],[object Object],[object Object],So…

The Ants have Megaphones ,[object Object],[object Object],[object Object]

The Environment ,[object Object],[object Object],[object Object],[object Object],[object Object]

An Academic’s View ,[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Case Study: Wharton Club of NY

Case Study: WhartonNY Infrastructure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Strong Networks = Loyalty ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Two Different Visions Taking advantage of Metcalf’s Law These: Evolving to This:

A Step: START A CONVERSATION ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

CEO Blogs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Packaging “a Culture” ,[object Object],[object Object],[object Object],Except…

A different Paradigm? CFA Institute CFA Institute α (Media + Community) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],+ Global Vantage Point The Trenches

The Recommendation Age ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Community building Suggestions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Suggestion #8 ,[object Object],[object Object],[object Object],[object Object],[object Object],A Permanent CFA Email Address:

Payback of a CFA Community ,[object Object]

Total CFA Value Proposition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],CFA Institute [Stamford] CFA Society ,[object Object],[object Object],[object Object],[object Object],[object Object],+ Global Vantage Point The Trenches

Here’s what you do with it! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

For Societies: The Potential ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

For CFA Institute ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

CFA: Uniquely Positioned for Community COMMUNITY LEVERS CFA Marines McKinsey Alumni Wharton Alumni Shared experiences     Has relevant, timely Content    “ Ethics and Values” to rally around   164 Local Societies Globally  Multi-Cultural 

Use the Ants ,[object Object],The COMMUNITY as “Force Multiplier”

Free Agent Nation Proposal Full 2006

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Free Agent Nation Proposal Full 2006