CFA Society Chicago Board of Directors – Nomination Process

Nomination Process and Selection Criteria
To help you better understand the process and requirements necessary for these positions, please review the information below.

Fill Out the Nomination Form

Call for Nominations: Board of Directors

The CFA Society Chicago Governance and Nominating Committee is seeking nominations for individuals with leadership and management experience to serve on the Board of Directors.

What criteria will the Governance and Nominating Committee use to select Board candidates?

The Governance and Nominating Committee will evaluate Board candidates based on their background, including their credentials, industry tenure, leadership experience and effectiveness as an internal leader at their organization. The Committee will also evaluate the candidate’s contributions/participation with CFA Society Chicago, familiarity with CFA Institute Initiatives and personal characteristics. This includes communication skills, leadership style and commitment to the highest ethical and professional standards, and commitment to inclusion, diversity, and respect among investment professionals.

What are Board Members responsible for?

Board members are responsible for strategically thinking, planning and evaluating on behalf of the Society. Board members are responsible for participating at board meetings, the Annual Dinner and other CFA Society Chicago events. Also a successful board member will represent the society in strengthening alliances, recruiting new members and building the Board’s development. While CFA Society Chicago staff and volunteers typically execute society programs, the Board is responsible for envisioning the direction and strategy, and evaluating success. Additionally, the chairman and vice chair are expected to travel globally, representing the Society at CFA Institute events.

Can I nominate myself?

Yes. CFA Society Chicago members may nominate themselves for board service by following the same procedures they would use in order to nominate someone else. If you know someone who’d make a great volunteer leader – or if you’re interested in serving, please complete the nomination form.

What if I'm nominated, but not elected?

Since there are only a limited number of positions available; nominees are not guaranteed an assignment but will be kept for consideration in subsequent years. And there are always countless opportunities to contribute to the success of the society by signing up to be part of an Advisory Group.

Who can answer other questions that I have?

For more information about the nominating process for the Board of Directors, contact the CFA Society Chicago office at info@cfachicago.org.