Volunteering for the CFA Ottawa Society

Executive Positions

Generally, volunteering with the CFA Ottawa Society in supporting roles leads to a position on the Executive after one or more years by nomination and Board vote. Most executives are Board members; however this is not always the case.

 

Below is a general description of volunteer roles and responsibilities.

 

President

• Develops the CFA Ottawa Society’s annual strategic plan
• Organizes and chairs (monthly ) meetings with the Executives
• Oversees the efforts of the Executives of the society
• Reviews annual financial statements of CFA Ottawa Society
• Authorizes payments as signing officer for CFA Ottawa Society
• Attends CFA Ottawa Society organized luncheons, dinners and events
• Attends national and international annual CFA Institute organized conferences
• Responsible for ongoing awareness campaign for the CFA designation in Ottawa
• Responsible for managing the sponsorship and media relationships
• Responsible for overseeing the planning and execution of the Forecast Dinner.
• Signing authority for Society

Total time commitment 10 - 20 hours per month

 

Vice President

• Contributes to the development of the CFA Ottawa Society’s annual strategic plan for society
• Contribute and reviews society bylaws and governing principles to ensure ongoing compliance
• Reviews annual financial statements of CFA Ottawa Society
• Authorizes payments as signing officer for CFA Ottawa Society
• Signing officer for Society
• Provides stewardship and guidance to CFA Ottawa Society’s chaired positions
• Participates in CFA Ottawa Society’s (monthly ) Executive meetings
• Participates in CFA Ottawa Society’s organized luncheon and dinners
• Attends national and international annual CFA Institute organized conferences

Total time commitment approx. 10-15 hours per month

 

Treasury Chair     

• Contributes to the development of the strategic plan
• Manages and oversees the CFA Ottawa Society ’s financial affairs
• Prepares annual financial statements for CFA Ottawa Society
• Prepares preliminary budget in accordance with CFA Ottawa Society’s Strategic Plan
• Attends CFA Ottawa Society’s (monthly) Executive meetings
• Participates in CFA Ottawa Society’s organized luncheon and dinners
• Attends national and international CFA Institute organized conferences as backup to President and Vice President
• Total time commitment 5-10 hours per month

 

Program Chair

• Responsible for identification, recommendation and confirmation of potential speakers.
• Responsible for organizing luncheons and dinners in coordination with speakers and venues.
• Responsible for the feedback from program events.
• Participate in CFA Ottawa Society’s (monthly) Executive meetings
• Attend CFA Ottawa Society’s organized luncheon and dinners
• Responsible for chairing the career fair event (annual).
• Coordinate programming events with CFA Institute.
• Total time commitment – approximately 10-15 hours per month

 

Public Awareness Chair

• Responsible for improving the brand awareness of the CFA Program designation throughout the community.
• Building relationships with members, candidates and potential candidates
• Creating awareness among the business community
• Responsible for media and public relations
• Lead all marketing, promotional and member-appreciation activities Responsible for managing the Public Awareness budget and CFA Institute reimbursement requirements
• Develop and manage sponsorship activities
• Total time commitment – approximately 5-10 hours per month

 

Education Chair

• Acts as a liaison between the CFA Ottawa Society and candidates
• Organizes mock exam and prepares programs for Ottawa area candidates
• Promotes continuing education for CFA Charter holders in the Ottawa area
• Total time commitment 3-5 hours per month

 

Membership /Scholarship Chair

• Contributes to the development of the strategic plan
• Manages Society’s membership review process
• Responsible for the Society scholarship program
• Participates in CFA Ottawa Society’s (monthly) Executive meetings
• Attends CFA Ottawa Society’s organized luncheon and dinners
• Organizes and Coordinates Society’s membership appreciation initiatives
• Total time commitment is approximately 5 hours per month

 

Website Technology

• Responsible for updating and maintaining various sections of the website with new content and information when required .
• Aid in coordinating changes to the website with Web designers and CFA Ottawa Executives

 

Administrator

• Manage incoming emails and distributing email messages to the appropriate members of the CFA Ottawa Executive
• Responsible for replying to basic inquiries
• Coordinates the email notices of upcoming events, job postings or any other information that needs to be disseminated to the members and candidates in the Ottawa area
• Manages the registration of individuals for various CFA Ottawa events
• Issues invoices and participates in the collection of funds from members during CFA Ottawa events