Event Detail

Annual Business Meeting & Networking Reception (Members Only) (Ended)

Date, Time, and Location:
Thursday, June 21, 2018 (add this event to your Outlook Calendar)
5:00 pm - 7:00 pm
The Library, 190 S. LaSalle Street, 40th Floor, Chicago, IL   (Driving Directions)

We are pleased to invite you to join your fellow members on June 21, 2018 for the CFA Society Chicago Annual Business Meeting. Leadership will provide a year-end review in addition to a strategic overview of the organization. As stakeholders in the Society, learn more about the future plans and goals of CFA Society Chicago. Regular members will vote on the nominated slate of Directors before formally recognizing outgoing society leaders. The business meeting will be followed by a complimentary cocktail reception.

CFA Society Chicago Board of Directors

CFA Society Chicago is pleased to announce the following candidates nominated for the 2018-2019 CFA Society Chicago Officers and Board of Directors. View the proposed slate of 2018-2019 Officers and Directors with full bios.

New one-year term ending June 30:
Chair: Thomas Digenan, CFA 2019
Vice Chair: Dan Kastholm, CFA 2019
Secretary/Treasurer: Kristan Rowland, CFA 2019


New three-year terms ending June 30:
Class A Michelle Beck (Completing final year on RJ Bukovac, CFA, term) 2019
Class A Garrett Glawe, CFA (Completing final year on Dan Kastholm, CFA, term) 2019
Class B Michael Holt, CFA 2020
Class B Dhvani Shah, CFA 2021
Class B David Smith, CFA 2021
Class C Tanya Williams, CFA (Completing final two years on Kathy Buck, CFA, term) 2020
Class D Marie Winters, CFA (Immediate Past Chair) 2019
New one-year term ending June 30:
Class E William Fitzpatrick, CFA 2019
Class E Levoyd Robinson, CFA 2019
Class E Linda Ruegsegger, CFA 2019
Class E Mark Toledo, CFA 2019


Directors continuing in their respective terms ending June 30:
Class A: Doug Laskowski, CFA 2019
Class C: Jenifer Aronson, CFA 2020
Class C: Cosmin Lucaci, CFA 2020
Chief Executive Officer:   Shannon Curley, CFA

Note that the Executive Committee is comprised of the following positions; Chair, Vice Chair, Secretary/Treasurer, Immediate Past Chair, and Executive Director.

The 2017-2018 Governance and Nominating Committee:

Doug Jackman, CFA – Chair, Immediate Past Chair
Doug Laskowski, CFA  Board Member
Tim Holt, CFA – Non-Board Member
Sunitha Thomas, CFA – Non-Board Member
Justin Shepherd, CFA – Non-Board Member
Marie Winters, CFA – Chair (ex-officio)
Tom Digenan, CFA – Vice Chair (ex-officio)
Tanya Williams, CFA – Secretary Treasurer (ex-officio)

While we hope you will join us in person, we will accept directed proxies online, as well as via mail or fax from regular members. You will need your CFA Institute number and your password to login to see the slate once it is posted and to submit a proxy. If you have problems logging in, please contact the CFA Society Chicago office at (312) 251-1301. Thank you for your membership and your participation in this election.

View the online proxy form 

View the mail/fax proxy form 

Members - Complimentary
(pricing underwritten by CFA Society Chicago)

Attire: Business Casual

Menu: Light hors d'oeuvres, complimentary bar

Register: Online

5:00 pm - 5:30 pm - Networking & Registration
5:30 pm - 6:00 pm - Annual Business Meeting
6:00 pm - 7:00 pm - Networking Cocktail Reception

*Special Notes Regarding Fees:
Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, June 15th. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.