Society Outreach Challenge

 

In the spirit of maintaining momentum from CFA Day, CFA Institute challenged its member societies to continue developing relationships with the audiences (i.e. allied professionals, employers, media) targeted during their CFA Day activities. US$800,000 was budgeted for this initiative.

 

For activities to qualify for consideration of Society Outreach Challenge funding, they should:

• Maintain and build upon the momentum from CFA Day activities and develop new relationships
• Raise awareness of the society, the CFA Program, and/or CFA Institute
• Target non-members and non-candidates (activities geared solely toward members or candidates were not considered)

 

The Society Outreach Challenge was introduced to societies on conference calls in September 2007, and formally launched at the Society Leadership Conference in October 2007. Societies were asked to submit proposals with detailed budgets for consideration by the Society Outreach Challenge review committee by 31 December 2007.

 

Societies were not guaranteed funding simply for submitting a proposal. A maximum amount that societies were eligible to receive was not set; however, societies were asked to be accurate and realistic when proposing budgets for their activities. 

 

More than 80 proposals were submitted for the consideration of the volunteer review committee. The volunteers independently evaluated the proposals in January and convened on a series of conference calls in late January/early February to discuss which proposals were best aligned with the spirit of the Society Outreach Challenge.

 

Approved Society Outreach Challenge Activities

 

Argentina & Uruguay Ethical and professional standards workshop Arkansas Networking events with local allied professionals Bahrain Career planning presentations and career expo participation Brazil Forecast dinner Buffalo Employer outreach luncheon Calgary "Bullish On Your Future" monument in financial district Chattanooga Networking event with local allied professionals and university contacts Chicago Development of media resource section and a public listing of society members on web site Cleveland Year-long sponsorship of relevant programming on local NPR station Columbus Series of educational events to boost media relations Dallas Print and radio advertising campaign Dayton Networking dinner with local allied professionals Edmonton Networking event with local media at Edmonton Oilers game Germany Forecast dinners in two new markets (Dusseldorf and Stuttgart) Hawaii Conferences on institutional investments and investment education and ethics Hellenic Event targeting employers, regulators, and media Hong Kong Investor Education Seminar Series 2008 Indianapolis Advertising and outreach campaign leading up to networking event at Indianapolis 500 Iowa Branding and awareness campaign Italy Participation in the Italian Asset Management Forum Jacksonville Print supplement in Jacksonville Business Journal Japan Advertorial campaign Kansas City Investment symposium Korea Conference on GIPS Madison Awareness campaign to include key sponsorships and development of educational booklet Memphis Speaker series for local university contacts Miami Networking event with local allied professionals Milwaukee Sponsorships of community events Mississippi Sponsorship of Millsaps College Else School of Management Fall Forum Nashville Print and online advertising campaign

Nebraska Print and online advertising campaign New Orleans Forecast luncheon and development of society literature New Zealand Event geared toward Wellington regulatory bodies North Carolina Media seminar breakfast and donation of Wall Street Journal Classroom Edition to local high schools Okanagan Speaker series with University of British Columbia - Okanagan Ottawa Marketing campaign targeting federal government Pakistan Career fair participation Philippines Publicity and support for Inter-Collegiate Finance Competition Phoenix Print supplement in Phoenix Business Journal Providence Networking event with Rhode Island Society of CPAs Quebec City Employer outreach campaign Sacramento Economic forecast project with Sacramento State University St. Louis Radio advertising campaign San Diego University and high school student outreach program San Francisco Local university and allied professionals outreach Saskatchewan Forecast dinner in new market (Saskatoon) Seattle Networking event with local media contacts Singapore University outreach and career seminar South Florida Networking event with local allied professionals and university contacts Spokane Campaign to develop relationships with key organizations Sri Lanka Educational and media campaign to improve financial literacy Sydney Public relations campaign Thailand Advertising/advertorial campaign in Money & Banking Toronto Networking event with local media at Toronto Blue Jays game Trinidad & Tobago Conference on capital markets infrastructure Tucson Sponsorship of local radio programming, society web site enhancements Vancouver Networking event with local allied professionals Vermont Events targeting university students and young financial professionals Victoria Sponsorship of exhibits at local art gallery Washington, DC Public awareness and employer outreach campaign Winnipeg Networking event with local employers, professors, and media contacts at Manitoba Moose game