The Board of Directors recently empowered a task force to review CFA NY’s sponsorship and partnership programs. The task force’s goals are to recommend to the Board an approach for these programs that:
- Delivers value to CFA NY members and the New York investment management community;
- Supports the fiscal health of the Society; and
- Provides clear, transparent guidelines for sponsor and partner participation that maintain the quality and objectivity in CFA NY’s programming and content.
Broadly defined: sponsorships are opportunities for third parties to provide direct or in-kind financial support for CFA NY’s programming; partnerships are opportunities for third parties to work with CFA NY’s towards mutually beneficial goals, and may or may not have a financial component to them.
We would like to ask for your participation in the brief survey, presented below, to help inform the work of the task force.