Speaker, Organizer: Consent and Assets

Event Title and Date
Event Title*
Via the required field below, please provide the title of the event in which you will be participating.
Event Date*
Via the required field below, please provide the date of the event in which you will be participating.
MM slash DD slash YYYY
Your Information
Please Note: Your email address and phone number will only be used internally. CFA Society New York will not share your email address and phone number with event attendees or third parties unless you voluntarily include the information in your bio or presentation materials. Your provided name, designation(s) and employment will appear on event-related marketing and promotion accordingly.
Name*
First Last
Professional Designations?
Email*
Phone (USA +1)*
If you have an international phone number, please check the box below.
I'd like to add an international phone number
- Yes
Phone (International)*
Company Information*
To be used alongside your name (and designations, where applicable) on CFA Society New York event pages, particularly within the agenda listings. If you currently hold multiple positions, you may add any that you'd like to see appear on event promotional pages.
Role/Position Company/Employer
Upload Biography and Headshot*
Upload your biography as you'd like it to appear on your dedicated speaker/organizer page, as well as the headshot that you'd like featured. Alternatively, you may manually enter or paste your biography text in the subsequent field area below.

You may upload up to two files (2MB limit each) in the following authorized file formats: jpg, jpeg, gif, png, pdf, .doc, .docx, .ppt, .pptx
Drop files here or
Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx, ppt, pptx, Max. file size: 2 MB, Max. files: 2.
Manually provide biography text?
- I'd prefer to manually enter/paste my biography text
Manual Biography Text Entry*
Social Media Tagging & Sharing
- I'd like to be tagged on social media for this event's promotional efforts
May CFA Society New York tag you in promotional posts—related to this event—on social media?

Additionally, to further support your brand and CFA NY's event-promotional efforts, participants are encouraged to share or repost the content themselves if interested.
Submit Pre-Reading Content
If you would like to submit research or other papers for this event’s registrants to read prior to the event, please check the box below; links can be added to the element that will then appear below the checkbox field once marked.

These pieces can be distributed by your firm, or written by someone you respect. Marketing language should be avoided, and the pieces must be publicly available. We will confirm their use with you before distributing or making them available across any CFA Society New York digital properties.
I would like to submit pre-reading content
- I would like to submit pre-reading content
A new section will appear below. Add any links/details there.
Pre-Reading Content
Pre-Reading Link Pre-Reading Title Actions
There are no Pre-Reading Links.
Maximum number of pre-reading links reached.
Event Page, Promotion and Consent
Please Note: Any person speaking or organizing a CFA Society New York conference, seminar, or other program grants permission to CFA Society New York to use and publish his or her biography, image or likeness collected in connection with the program, for any usual and customary purpose of CFA Society New York, including advertisements and promotions for CFA Society New York and its programs.
To download a copy of the below CFA Society New York Presenter Consent and Release Agreement:

Click Here
CFA Society New York Presenter Release and License Agreement*
This release and license agreement (“Agreement”) by the presenter identified below (the “Presenter”) to CFA Society New York (the “Society”) is for the content in the Event (defined below) including any and all related comments, handouts, illustrations, references, or other related materials (the “Content”).
1. License. The Presenter grants to the Society a license to record the Content by video, audio, audiovisual, photographs or other electronic means, and grants to the Society a non-exclusive, irrevocable, worldwide license to produce, publish, modify, create derivative works from, reproduce, distribute, and/or sell the Content and/or any other created work prepared and provided by the Presenter in connection with the Content (including any registered trademarks or copyrighted content), and to do so in print, electronic, or other known or unknown format. The Presenter understands that this license does not transfer ownership to the Society and does not prohibit the Presenter from using the Content or related materials in the future in the Presenter’s professional or personal work. Presenter acknowledges that Presenter will receive no compensation for the Event or for licensing the Content.
2. Promotion of Content. The Presenter further authorizes the Society to use the Presenter’s name, likeness, photograph, and biographical data in connection with the use and promotion of any aspect of the Content and the marketing, publications, advertising, and related products and services of the Society, including through social media tools. If Presenter assists with promotion of the Content, Presenter agrees to follow all promotional and trademark usage guidelines provided by the Society.
3. Representations and Warranties. The Presenter warrants and represents that the Content does not violate any proprietary or personal rights of others (including, without limitation, any trademarks, copyrights or privacy rights); that the Content is factually accurate and contains no libelous or otherwise unlawful content; that the Content is the Presenter’s own original work;, that the Presenter is the sole owner of all copyright, trademarks, and other intellectual property rights in and to the Content and/or that Presenter has obtained all necessary permissions from any persons or organizations whose materials are included in the Content; and that the Presenter has full power to grant this release and license.
4. Use of Content. The Society may cancel or decline to use the Content at any time in its sole discretion, including if it determines that use of the Content may be harmful to its reputation, does not further its mission, or may create the appearance of a conflict of interest. The Presenter agrees not to make any statement or indication to the contrary in its Presentation or otherwise.
I have read the CFA Society New York presenter release and license agreement above and agree to be bound by the terms.
Effective Date
Signature of Individual / Authorized Representative*

Event Title and Date

Your Information

Submit Pre-Reading Content

Event Page, Promotion and Consent

General Information

Events

Learn

Media

Contact Information

Role/Position	Company/Employer

Pre-Reading Link	Pre-Reading Title	Actions

There are no Pre-Reading Links.