September 2017
 
Jesús López Zaballos
EFFAS Chairman

Dear EFFAS Friends,

It has been a very intensive quarter for the Federation. You will find below an overview of the various fields in which EFFAS is present and active: Summer School 2017, OEI-EFFAS agreement signature, establishment of the EFFAS Capital Market Commission, incorporation of a new EFFAS Member and presentation of the first EFFAS working Paper just to give a hint of the diversity we are dealing with.

Each one of the items listed have been fully delivered, thanks to the cooperation and joint efforts of all of us. A warm thanks to all key actors involved.  But let me start with a general thank-you to all EFFAS Members and especially to the EMC Board for supporting the renewal of my position as EFFAS Chairman for an extra three years. This period provides me with the opportunity to complete and implement the vision I had when starting. It is not always easy to lead our umbrella society in the turbulent years since 2009. Thank you for the trust you place in me.

  
 
Top news
1 Editorial
2 EFFAS AGM Toledo, 23 June 2017
3 Successful 10th Edition of the EFFAS Summer School 2017
4 EFFAS signed a collaboration agreement with the Organisation of Ibero-American States (OEI)
5 JAFIS Bosnia Herzegovina EFFAS new member
6 EFFAS new Commission on Capital Market (CMC)
7 Presentation of the Paper ´Non-Bank Financing of European Non-Financial Firms´
8 CEFA Scholarship and Grant Programme 2017
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2. EFFAS AGM Toledo, 23 June 2017

The AGM appointed Mr. Manuel Puerta (APAF, Portugal) as new Board Member for a new period of 3 years Mr. Hubert de Charsonville (SFAF, France), Mr. Frank Klein (DVFA, Germany), Mr. Pietro Gasparri, (AIAF, Italy) and Dr. Jesús López Zaballos.  Please join us in giving them a warm welcome!

The re-election of Dr. López zaballos for the period June 2017- June 2020 was unanimously approved by the board of directors. Dr. Zaballos is member of the Spanish Institute of Financial Analysts (IEAF), director of the Foundation for Financial Studies (FEF) training centre and Council member of the Association of Certified lnternational lnvestment Analyst (ACIIA) and expert in the Capital Market Industry, working for several important private and public financial institutions in different fields

The EFFAS General Assembly of Members 2017 was kindly hosted by the Spanish Society of Finance Analysts (IEAF). Our gratitude to the IEAF, General Secretary Mr. Javier Mendez Llera for the extraordinary facilities and organization as well as for the excellent reception offered the evening before at the Sant Sebastian Church, in Toledo.

  
3.Successful 10th Edition of the EFFAS Summer School 2017

Over 150 professionals from 18 different nationalities gathered together in the Santander Financial City from 5 July – 7 July 2017, to attend the conferences of the 10th Edition of the EFFAS Summer School. EFFAS was honoured with the presence of  Mr. Johan Van Overtveldt, Minister of Finance of the Belgian Federal Government,  Key Note speaker of this edition on The Future of Finance in Europe. Also participating as main speakers were Mr. Jean Paul Gauzes, President of the Board at the European Financial Reporting Advisory Group (EFRAG), Mr. José Manuel Campa, Global Head of Regulatory Affairs at Banco Santander, Mr. Oliveira Gomes, Board Member of the International Accounting Standards Board (IASB) and Mr. Andrew Jones from the International Integrated Reporting Council (IIRC).

Our gratitude to our sponsors, lecturers & speakers as well as to all participants. Their good feedback and the extraordinary quality perception, is for EFFAS an endorsement to continue with this annual event. We are looking forward already to the 11th Edition of the EFFAS Summer School next year!

  
4. EFFAS signed a collaboration agreement with the Organisation of Ibero-American States (OEI)

We are glad to announce that a collaboration agreement between the Organisation of Ibero-American States (OEI) and The European Federation of Financial Analysts Societies (EFFAS) was signed last Wednesday 5th July in Santander City. With this agreement the OEI General Secretary Dr. Paulo Speller and EFFAS Chairman Dr. Jesús López Zaballos, enhance in a joint effort the promotion of high quality human resources formation.

  
5. JAFIS Bosnia Herzegovina EFFAS new member

Since last June, EFFAS has a new National Member Society in Bosnia Herzegovina. The membership of The Association of Professional Accountants and Financial Experts (JAFIS) was unanimously approved by the AGM Toledo. EFFAS warmly welcomes JAFIS Bosnia as new member. 

  
6. EFFAS new Commission on Capital Market (CMC)

For years EFFAS has been involved in capital markets subjects, namely through its European Bond Commission headed by Chris Golden in the past and now refunded as EFFAS new Capital Markets Commission (CCM) leaded by Mr. Raul Marques as Chairman and Prof. Dr. Leef H. Dierks as Deputy Chairman.

  
7. Presentation of the Paper ´Non-Bank Financing of European Non-Financial Firms´

On Tuesday, 23rd May 2017 the Working Paper ´Non-Bank Financing of European Non-Financial Firms´ developed for EFFAS by the Nova School of Business and Economics under the direction of the Mr. Marques, APAF representative in the EFFAS EMC, was presented in Lisbon. 

  
8. CEFA Scholarship and Grant Programme 2017

We are glad to announce the results of the Scholarship and Grants Programme 2017, in fulfilment of one of the EFFAS main goals of development of initiatives to promote and encourage professional training and international certification in the areas of financial and investment analysis for professionals.

  

EFFAS NATIONAL MEMBERS