During the conference, Juan Enrique Platero and Sofía García Gallinal took part in a panel on operational excellence. They shared how CFA Society Uruguay delivers its initiatives through collaboration among volunteers, the Board, and staff, using our financial education program on Radio Carve and Montevideo Portal as a practical example.
The presentation highlighted how clear responsibilities, peer review, and Board oversight help translate our volunteers’ expertise into accessible financial education for the wider community.
The conference also provided an opportunity to learn from other societies and discuss shared challenges, including the impact of artificial intelligence on the investment industry, member engagement, and effective governance.
We returned with fresh insights, stronger connections, and ideas to support the continued development of CFA Society Uruguay. We thank CFA Institute for the opportunity to share our experience and all participating societies for their valuable contributions.