1. CFA Institute Strategy 2015/2022 Planning and Partnering for the Future EMEA Society Regional Meeting Dublin, Ireland

2. En route to Vision2012 Tokyo Board Narrative San Francisco Board Fully fledged strategy Chicago Board Adoption Listening – Research/ engagement Interactive - Socializing Iterative – Straw-men Arresting - Narrative CFA Institute 2015/2022 Strategy 2/3/20122

3. Vision 2012 Strategy Map Current and Future Macro - Broad Environment Current and Future Macro - Investment Profession Mission and Vision Narrative Shift Chart Strategy Map 2015/2022 Decision Lead Red = Board Black = Leadership Team Green = Shared Identify Opportunities Key Tools to Define the New Strategy Planning Canvas CFA Institute 2015/2022 Strategy 2/3/20123

4. Mission: To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence to the ultimate benefit of society. Strategic Focus: Broader Mission Bolder Voice Bigger Tent 2015/2022 Strategy CFA Institute 2015/2022 Strategy 2/3/20124

5. Broader Mission:  Understand and invest in our broader mission with a focus on addressing the loss of public trust.  Promote ethical and trustworthy investment markets and services.  Education for investment professionals and other market participants (including the CFA Program and beyond). Potential impact for societies:  Higher profile for CFA Institute and the CFA charter, with a particular focus as above.  More public awareness.  Other ideas – your suggestions. 2015/2022 Strategy CFA Institute 2015/2022 Strategy 2/3/20125

6. Bolder Voice:  Become a strong, brave voice for ethics in the investment profession, understanding the significance of the commitment, strategic investment, and risk.  Promote our values in the investment industry.  Take a leading voice in rebuilding trust in the investment profession. Potential impact for societies:  Opportunities for advocacy with employers or regulators, local leadership.  Local/regional focus on ethics and Code and Standards, educating regulators and media.  Other ideas – your suggestions. 2015/2022 Strategy CFA Institute 2015/2022 Strategy 2/3/20126

7. Bigger Tent:  Initiate broad relationships with individuals and institutions in the financial industry, with a continued emphasis on our core membership as the professionals of the investment industry.  Broaden our global reach with those working in, or using the financial markets.  Spread use of our ethical standards to a broader group. Potential impact for societies:  New opportunities for local engagement.  Reach out to a broader group of market participants.  Broader education opportunities in local markets.  Other ideas – your suggestions. 2015/2022 Strategy CFA Institute 2015/2022 Strategy 2/3/20127

8. Thank You CFA Institute 2015/2022 Strategy 2/3/20128