Become a Society Leader: Board, Committees, Interest Groups

Tuesday, September 17 | 6:00 PM - 8:00 PM

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Overview

This event is an informational session and forum, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and election process at CFANY. You will meet the current leadership team, gain understanding about your direct involvement in the mission and vision of CFANY, and learn the ways in which it is achievable via direct representation on the elected Board of Directors as well as through various leadership programs.

As the largest local membership society of the CFA Institute and a leading forum for the investment community, CFA Society New york is committed to promoting the highest professional standards in the investment industry. CFANY has excelled at its mission largely thanks to the stellar leadership and initiative of senior industry professionals who are dedicated to the core values that CFANY promulgates and upholds.

In addition, fairly recent corporate governance changes have created a catalytic environment for CFANY members to get involved and lend their own vision to that of the leading-edge developments at CFANY, and to elevate this organization to be the foremost of its kind for the investment community.

Agenda

5:30 PM | REGISTRATION & NETWORKING


6:00 PM | WELCOMING REMARKS


6:05 PM | PANEL DISCUSSION

Dennis Alvarado, Managing Director, Human Resources Business Partner at Nuveen Investments

Solange Charas. Ph.D., CEO, Charas Consulting, FOunder, HCMoneyball


7:00 PM |  CLOSING REMARKS


7:05 PM | NETWORKING & CATERED RECEPTION

This program will provide:

  • An introduction the CFANY, the current leadership team, the most recent governance changes.
  • Information about the corporate governance structure, policies, and process, particularly as it relates to potential Board of Directors and Nominations Committee candidacy.
  • Informational session will be followed by a catered networking reception.
Candidate Application Forms