Event Detail

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

Date, Time, and Location:
Tuesday, June 24, 2014 (add this event to your Outlook Calendar)
5:00 pm - 7:00 pm
Trump International Hotel & Tower Chicago, 401 N. Wabash Ave., Chicago, IL  60611   (Driving Directions)

All members are invited to attend the Annual Business Meeting for CFA Society Chicago, where we will present the nominated slate of Directors and Officers, recommended bylaws changes and provide a strategic overview of the organization. Regular members will vote on the nominated slate of Directors and Officers and revised bylaws before formally recognizing our outgoing society leaders. The short business meeting will be followed by a complimentary cocktail reception.

CFA Society Chicago Bylaws
View the proposed bylaws - final form
View the proposed bylaws - with track changes

CFA Society Chicago Board of Directors
View the proposed slate of 2014-2015 Officers and Directors with full bios

CFA Society Chicago is pleased to announce the candidates nominated for officer and director positions on the 2014-2015 CFA Society Chicago Board of Directors. "The board includes executives and leaders from organizations across Chicagoland, representing the wide diversity of our membership that forms Chicago's financial and business community," said Angela McKay, CAE, CEO and President, CFA Society Chicago. "Board nominees have been selected to ensure that CFA Chicago will continue to grow and evolve to the benefit of all our members by leading the investment profession in the promotion of the highest standards of ethics, education and professional excellence in the investment community."

New one-year term ending June 30:
Chairman:Christopher T. Vincent, CFA2015
Vice Chairman:Kerry Jordan, CFA2015
Secretary/TreasurerCarmen Heredia-Lopez, CFA2015

New three-year terms ending June 30:
Class CDoug Jackman, CFA2017
Class CChristopher Mier, CFA2017
Class CMaura Murrihy, CFA2017

New two-year term ending June 30:
(Serving remaining 2 years of Heredia-Lopez term)
Class BStephen N. Potter2016

New one-year term ending June 30:
Class EWilliam Atwood (non-member)2015
Class EDoug Brown (non-member)2015
Class EJustin Sheperd, CFA2015
Class EDonna Sims Wilson (pending membership)2015
Class D
Gautam Dhingra, CFA
Immediate Past Chair

Directors continuing in their respective terms ending June 30:
Class A:Brian Collins, CFA:2015
Class A:Wendell Mackey, CFA2015
Class A:Terry Mullen, CFA2015
Class B:Patricia Ann Halper, CFA2016
Class B:Robert A. Taylor, CFA2016

Chief Executive Officer/President:
Angela K. McKay, CAE

Thank you for your membership and your participation in this election. 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 and to submit a proxy. If you have problems logging in, please contact the CFA Chicago office at (312) 251-1301.

View the online proxy form

View the mail/fax proxy form

Members - $45 Free
(pricing underwritten by CFA Chicago)

Attire: Business Casual

Menu: Passed hors d'oeuvres, complimentary beer, wine & soda

For Reservations: Register below

5:00 - 5:30pm: Networking & Registration
5:30 - 6:00pm: Annual Business Meeting
6:00 - 7:00pm: 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 19. 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.