Programs and Education Advisory Council

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. The Advisory Council members serve as liaisons for the various affinity groups/communities and report directly to the Board of Directors.

Key Responsibilities
  • Identify relevant content, current trends, topics and learning opportunities within the industry
  • Provide insight into areas of the profession where additional training, continuing education and/or research is required
  • Confirm program alignment with the society's Strategic Plan
  • Employ policies and procedures for the efficient and effective functioning of the Advisory Council
  • Offer guidance to the Member Communities

2022-2023 Program an Advisory Council Members:

  • Daniel S. Kern, CFA, TFC Financial Management
  • Jeffrey K. Kerrigan, CFA, Congress
  • Richard O. Michaud, Ph.D, New Frontier Advisors, LLC
  • Glenn T. Migliozzi, CFA, Babson College
  • Chris Powers, CFA, Parametric Portfolio Associates
  • Debi D. Rossi, CIPM, Kyza Performance Consulting, L.L.C.
  • Patricia M. Schneider, CFA, Fiduciary Trust Company
  • Peter Sullivan, CFA, CPA
  • Manasi Vora, CFA, Nebulous
  • Jimmy Zhao, CFA, McKinsey & Company

Interested in being considered
for next year's council?

  • Consists of one chair and members of diverse backgrounds
  • A new program council will be created each membership year
  • You may submit your name (or another member's) any time

What Programs
Do You Recommend?

  • What industry topics interest you? 
  • Want to present a program on your area of expertise? 
  • Do you know a compelling speaker?