Conference / Seminar, Virtual Events & Programming

Become a Society Leader: Board, Committees, Interest Groups

Wednesday, September 16 | 5:00 PM - 6:00 PM

This event has passed.

Overview

 This event is an informational session, designed for CFA Society New York members who are seasoned and senior-industry professionals to get acquainted with the governance structure and the election process for the Board of Directors and Nominations Committee at CFA Society New York. You will meet the current leadership team, gain insight into the formative role that the direct involvement of volunteers like you plays toward CFA Society New York’s mission and vision, and appreciate how driving thought leadership—and elevating CFA Society New York’s status as a leading forum in the investment community—will not only support Society membership at large, but have profound impacts on both your personal and professional life.

As one of the largest member societies 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. CFA Society New York  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 CFA Society New York promulgates and upholds. 

In addition, fairly recent corporate governance changes have created a catalytic environment for CFA Society New York members to get involved and lend their own vision to that of the leading-edge developments at CFA Society New York, and to elevate the 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 to CFANY, the current leadership team, its mission and construct. 
    • Information about the leadership structure, policies, and process, particularly as it relates to potential Board of Directors and Nominations Committee candidacy. 
    • Informational presentation followed by a Q&A session. 
    Candidate Application Forms