Opportunities for Engagement
Education and Programs Advisory Board
The Programs and Education Advisory Council is a standing body that identifies relevant content, current trends, topics and learning opportunities within the industry for the benefit of members, candidates and local investment professionals. These delivery mechanisms include, but are not limited to, conferences, webinars, programs, courses, and events. Advisory Council members express ideas and provides input for high impact programming at CFA Society Boston. The Advisory Council Nominating Committee collects and vets the slate of candidates for consideration each year.
Membership Value Committee
Originally formed in 2010, the CFA Society Boston Member Value Committee will focus on engagement of members in society activities. The committee leverages surveys and member demographic data to inform the value proposition for CFA Society Boston members. Current initiatives include networking events, mentorship program, young leaders programming, skills development, and member recruitment and retention. The mission of the Member Value Committee is the relentless pursuit of delivering exceptional service and value to the members of CFA Society Boston. The goal of the Member Value Committee is to increase awareness of, and involve more members in, society benefits and opportunities. This Committee accomplishes these goals through the use of three subcommittees: Young Leaders; Career Development; and Mentorship.
Career Development Committee
The Career Development Committee focuses on helping CFA Society Boston members advance in their careers through the Society Job Board, programming, skills development and networking opportunities.
Young Leaders Committee
CFA Society Boston's Young Leaders Committee provides younger members with an opportunity to develop a peer network through the society. This group focuses on networking, programming and leadership development.
Diversity, Equity and Inclusion Planning Committee
CFA Society Boston supports an investment management profession that values diversity, equity and inclusion. The CFA Society Boston DEI program began as the Women in Investment Management Initiative (WIMN) in August 2015 with the mission of recruiting, retaining and promoting women in the investment profession in Boston. Through programming and outreach, the committee has moved the mission forward. We have held women-focused events and met with University partners to advocate for women. In order to create a more inclusive industry, we shifted to a more comprehensive and broader scope with the Diversity, Equity & Inclusion program.
Financial Literacy Initiative
CFA Society Boston’s Financial Literacy Initiative is a community outreach program designed to consolidate valuable financial literacy content and make it widely available as a resource to the general investing public. We strike alliances with non-profit groups, leveraging their reach to access a wide variety of audiences. Since its inception in 2014, the initiative has grown year-over-year in member engagement, active non-profit alliances, and number of lives touched.
More than 100 CFA Society Boston members volunteer to develop, market, and distribute educational modules to improve financial literacy. The initiative is topic-driven and targets people of all ages and backgrounds. The program addresses issues such as Personal Finance, Basics of Investing, Retirement, Bonds vs. Equities, Choosing a Bank, and more.
Volunteer leaders cultivate relationships with non-profit alliances, help determine the financial literacy needs of the alliance's constituents, direct content development teams, and schedules presentations. This structure helps to delegate efforts across our volunteer base and keep the initiative scalable.
Sustainable Investing Taskforce
This Taskforce contributes to the development of the annual Sustainable Investing Conference and ESG online educational offerings. Interested members should have professional experience in sustainable investing and/or be subject matter experts in topics pertaining to sustainable investing.
Practice Exam Contributors
Each year CFA Society Boston assembles a team of writers for the globally recognized CFA Society Boston CFA® Practice Exam. Writers are responsible for developing questions and solutions that pertain to the current Body of Knowledge.
Investment Research Challenge Volunteers
Mentor a student-team or grade reports as part of the CFA Institute Research Challenge. This challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students gain real-world experience as they assume the role of a research analyst.
Board of Directors
Each year, in accordance with its by-laws, CFA Society Boston members elect new officers and directors to serve on the CFA Society Boston Board of Directors. Any Regular Member of the Society can be nominated for a Board position. Multiple nominations of qualified colleagues are allowed and members may self-nominate.
The CFA Society Boston Nominating Committee collects and vets the slate of candidates for consideration and presents it to the full membership for a vote at the Annual Meeting each June. Striving to build a talented slate of individuals with diverse experience, the Nominating Committee thoroughly assesses candidates' backgrounds, professional experience and volunteer participation – both at CFA Society Boston and in other roles.
We understand the importance of networking with colleagues and peers. Our Member Communities platform is an online resource for members to communicate with others and manage shared content. Member Communities allow participants to connect with like-minded colleagues through collaborative, interactive education and networking opportunities. Individuals can also identify speakers and promote professional development at Meet-Ups in informal settings. This platform is also ideal for sharing resources specific to each Community's topic.
In addition to following Member Communities, members can volunteer to act as an Ambassador for a particular community. Ambassadors act as leaders and gatekeepers of the Communities. They are community members who are passionate about collaborating, using technology, and maintaining and promoting community information. Ambassadors are also familiar with the organization’s strategic plan and the role communities play within it.
Micro Volunteer Opportunities
There will be opportunities throughout the year for volunteers. Some potential micro volunteer activities include: Blog Posts; Photo Entries; Moderating Charterholder Chats; Contributing Resources; Conference/Event Assistance; Welcoming New Members; and more. To receive updates on such volunteer opportunities be sure to complete your volunteer profile in Connect and opt into receiving communications.
How to Get Involved
If you are interested in getting involved visit the CFA Society Boston Volunteer Headquarters in our members only portal Connect where you can volunteer for projects that fit your interests, expertise and schedule. There you will find short-term opportunities as well as the Society’s one-year term committee and task force appointments. or email to firstname.lastname@example.org.
If you are interested in getting involved and have questions please send an email to email@example.com.