CFA Society Poland University Meeting 
A Look Inside the Future of a Finance Profession

The CFA Society Poland University Meeting is one of the key events in the CFA Society Poland calendar, as such initiatives, aimed at reinforcing the relationship between universities and the professional community, perfectly reflects the mission of CFA Institute and CFA Society Poland. By creating a group of experts who boast a wide range of expertise in the field of finance, we strive not only to promote the international Chartered Financial Analyst (CFA) certification awarded by the CFA Institute but also to organize valuable thematic events aimed at improving the quality of services within the financial sector.

In this year's meeting, with the support of a number of experts representing both academics, practitioners and the CFA community, we will focus on boosting the relationship between the CFA Society and the world of academia.

The September meeting at the Warszawianka Hotel in Jachranka is designed to integrate Poland's leading academic centers and is held for the third time. The first event, called the CFA Society Poland Universit Summit, was held on October 27, 2017, as an all-day conference. The inclusion of this year's meeting in the agenda of the CFA Society Poland Annual Conference 2022 will allow representatives of Polish and Baltic universities to join a group of nearly 250 professionals.

2022 ED.

Venue: Warszawianka Hotel, Jachranka

Date: September 22, 2022 r.


10:00 — 10:30 A meeting check-in for academics and morning cofee
10:30 — 11:00 Prof. Krzysztof Jajuga, President, the Board of Directors, CFA Society Poland: Introduction
11:00 — 11:50 Peter Watkins, Director, University Relations, CFA Institute: Presentation on CFA Program and CFA Institute's university accreditation process
11:50 — 12:10 Coffee break
12:10 — 12:40 Olivier P. Müller, CFA, University Relations, CFA Society Switzerland: Presentation on cooperation between CFA Societies and universities, best practices from the Swiss market
12:40 — 13:10 Anna Golec, CFA, CFA Society Poland Member, University West, School of Business Economics and IT: Presentation on the experience of academics in working with business and CFA Institute in the field of credential affiliation
13:10 — 13:25 Q&A
13:25 — 13:30 Closing Remarks
13:30 — 14:30 Lunch
14:30 — Launching the conference for financial professionals, including academics also invited to attend. Details: www.cfasummit.pl

Experts you will meet
President of CFA Society Poland, Professor of Economic Sciences at Wroclaw University of Economics (title given by the President of Poland in 1992), Head of Finance Management Institute. He is member in scientific and professional organizations: Member of Executive Board of Committee of Statistics and Econometrics of Polish Academy of Sciences, Member of Executive Board of Committee of Financial Sciences of Polish Academy of Sciences, Member of Executive Board of Committee of Economic Sciences of Polish Academy of Sciences. His research interests are: financial markets and instruments, risk management, corporate finance, real estate, insurance and quantitative methods (econometrics, statistics).He was a member of the Scientific Council of the National Bank of Poland and a member of the Supervisory Board of Warsaw Stock Exchange.
A graduate of Finance and Banking at the University of Gdańsk. CFA charter holder. She started her professional career in corporate consulting. After defending the inspectorate in the field of corporate supervision services, she joined the academic service at the Faculty of Management of the University of Gdańsk in advisory activities for enterprises and control over non-profit services. From 2020. lecturer at University West in Sweden. Her research interests are related to problems related to capital capital problems, capital level analysis and corporate economic aspects. Privately, a mother, a lover, votes for walks and is against.
Olivier Muller has more than 18 years of financial services industry experience, and also broad leadership experience. He holds a Master of Science in Business and Economics, has been a CFA Charterholder since 2006, and is a CAIA Charterholder as well as a FRM Charterholder. Oli has been with Credit Suisse since 2002 in many roles, including portfolio management, trading research, equity and credit research, and investment strategy and most lately he was Head of Investment Delivery, working on advisory and discretionary solutions as well as investment communication. He has been a volunteer since 2009 with CFA Society Switzerland and CFA Institute, working with two colleagues on the CFA Institute Research Challenge and University Relations, as well as on smaller assignments. He is a Swiss citizen, lives in the city of Zürich, and speaks German and French, both native, as well as English.


Peter is Director of University Relations in the Europe Middle East and Africa region. He develops relationships with the network of over 170 CFA Institute Affiliated Universities in EMEA that offer finance and investment programmes closely aligned to the content of the CFA Program. CFA Institute has members and member societies in Southern, East and West Africa where it is actively engaged with universities, professional learning and with financial regulators. Before moving into his current role, Peter worked in examination development including the launch of the CFA Institute Investment Foundations Program. Before joining CFA Institute, Peter worked for CFA Society of the UK as Director of Education, leading the relationship with UK educational partners and regulators and had responsibility for the CFA Society UK Investment Management Certificate. His career in testing and assessment began at the University of Cambridge Local Examination Syndicate as an examiner and developer of English language tests. This followed an international career with the British Council as a teacher and centre manager with postings across Europe and the Middle East.
More about the host.

CFA Society Poland was founded in 2004 and is one of the largest member societies of the international CFA Institute in the CEE region. CFA Society Poland propagates and implements the highest ethical and educational standards in the field of investment industry performance in Poland. CFA Society Poland is an association of professionals involved in the broadly defined making of investments and financial management.

Contact Person:

Monika Grabek
Executive Director
Mobile: +48 668 870 211
e-mail: monika.grabek@poland.cfasociety.org

Jakub Jański
Deputy Executive Director
Mobile: +48 798 068 139
e-mail: jakub.janski@poland.cfasociety.org

e-mail: office@cfa.com.pl