Case Study: CFA Institute boosts event registrations and attendee satisfaction with Gatesman

A Gatesman Case Study

Preview of the CFA Institute Case Study

CFA Institute boosts registrations 25% with Gatesman

The CFA Institute, a global association for investment professionals, faced the challenge of reigniting its flagship annual conference after a five-year hiatus due to COVID-19. They needed to overcome digital fatigue, prove the value of in-person connection, and differentiate their event in a competitive landscape. The vendor, Gatesman, was enlisted to provide branding, experiential, and media services to address this.

Gatesman developed a new brand identity and name, "LIVE 2025," with the theme "Invest in the Power of Connection." The solution included a multi-channel campaign and a distinctive visual identity. The vendor's efforts resulted in the conference exceeding its registration goal by 25%, achieving a 95% satisfaction rate with networking, and a 90% overall attendee satisfaction rating, solidifying the event's premier status for the investment community.


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