CFA Society Chicago Board of Directors – Nomination Process

The Governance and Nominating Committee will evaluate Board candidates based on their background, including their credentials, leadership experience and industry tenure; their CFA Society Chicago contributions or participation; and their personal characteristics, including their communication skills, leadership style and commitment to the highest ethical and professional standards, and commitment to inclusion, diversity, and respect among investment professionals.

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.

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.

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.

For more information about the nominating process for the Board of Directors, contact Nicole Harris with CFA Society Chicago at nharris@cfachicago.org.