Education Committee Positions

Education Committee Chair
This position is fulfilled by a current member of the Society Board of Directors. They oversee management of the Education Committee, as defined in the board manual. The committee chair will work with the CFA Institue Education Foundation to promote programs for members.

Chair: Sam Chang, CFA
Needed: seeking at least 2 volunteers

University Liaison
This person will act as the communication link between the Society and university and school programs in our region. They will actively seek to develop relationships with universities through outreach to fund programs, professors and students. They will actively participate on the education Committee and support the Committee chair, as needed. Specific responsibilities include:

• Making and maintaining contact with schools in our geographic region
• Work with partners to arrange informational sessions promoting the CFA designation
• Assist with other Committee initiatives where University relationships are required
• Communicate with professors regarding CFA exam scholarship opportunities
• Motivate school participation in Society events; i.e. Career Day, Day in the Life, Mock exams

Chair:Jim Hammel, CFA
Needed: seeking at least 1 volunteer

Candidate Preparation/Prep-Course Liaison
This person will develop relationships with CFA preparatory course providers. They will actively participate on the education Committee and support the Committee chair, as needed. Specific responsibilities include:

• Work with staff to continue successful relationships
• Oversee posted information on website to ensure current content
• Coordinate information to assure appropriate scheduling
• Work with University Liaison to promote offerings to appropriate student groups

Needed: seeking at least 1 volunteer

Scholarship Coordinator
This person will work with CFA Institute and the University Liaison to promote awareness of CFA Institute funded exam scholarships. They will actively participate on the education Committee and support the Committee chair, as needed. Specific responsibilities include:

• Review and understand all CFA Institute scholarship rules
• Support staff with the bi-annual promotion of scholarships
• Lead application review process; select recipients
• Submit final applications to CFA Institute
• Send award notification letter to lucky winners

Chair: Chris Glaser, CFA
Needed: seeking at least 1 volunteer

Study Group Coordinator
This person will support candidates by helping form study groups for each level and cycle of the CFA exams. They will actively participate on the education Committee and support the Committee chair, as needed. Specific responsibilities include:

• Work with university liaison to connect with student groups
• Host study group kick-off parties, bi-annually; work with staff to plan
• Seek and develop relationships with Society member firms to sponsor study groups
• Reach out to new candidates to help coordinate initial study sessions
• Be available to answer candidate questions, as needed

Needed: seeking at least 1 volunteer

CFA Institute Global Investment Research Challenge
This person will oversee all elements of the local challenge for the IRC. They will act as the primary point person for questions related to the local challenge, and manage Sub-Committee liaisons. They will actively participate on the education Committee and support the Committee chair, as needed. Specific responsibilities include:

• Understand all IRC rules; understand and oversee local challenge expectations
• Regular communication with CFA Institute to assure compliance with requirements
• Support liaisons in successfully executing responsibilities
• Attend and act as host for kick-off, analyst day and challenge event; others and needed
• Call meetings of Sub-Committee, as necessary
• Prepare and manage event budget and expenses
• Submit all applicable material to CFA Institute, as and when needed
• Ensure successful challenge

Chair: William J (Bill) DeRosa, CFA
Needed: seeking at least co-chair and multiple volunteers

CFA Institute Investment Research Challenge Grader Liaison
This person will be the communication link between the graders and the Sub-Committee. They will act as the resource for questions from graders, and support the Sub-Committee chair as needed. Responsibilities include:

• Understand IRC rules as they pertain to graders
• Coordinate with Judge and Mentor Liaison to develop contact list
• Make initial contact with potential graders
• Obtain grader commitment; form, as required
• Maintain list of participating graders
• Host Grader Orientation call; relay expectations of local challenge as defined by Sub-Committee
• Distribute final reports to graders
• Ensure graders are invited to challenge and send post event thank-you letters

Needed: seeking at least 4 volunteers

CFA Institute Investment Research Challenge Judge Liaison
This person will be the communication link between the judges and the Sub-Committee. They will act as the resource for questions from judges, and support the Committee chair as needed. Responsibilities include:

• Understand IRC rules as they pertain to judges
• Coordinate with Grader and Mentor Liaison to develop contact list
• Make initial contact with potential judges; focus on senior level management
• Obtain judge commitment; form, as required
• Maintain list of participating judges
• Host Judge Orientation call; relay expectations of local challenge as defined by Sub-Committee
• Distribute final reports to judges
• Ensure Judges are invited to challenge and send post event thank-you letters

Needed: seeking at least 4 volunteers

CFA Institute Investment Research Challenge Mentor Liaison
This person will be the communication link between the mentors and the Sub-Committee. They will act as the resource for questions from mentors, and support the Committee chair as needed. Responsibilities include:

• Understand IRC rules as they pertain to mentors
• Coordinate with Judge and Grader Liaison to develop contact list
• Make initial contact with potential mentors; assure CFA Charterholders
• Obtain mentor commitment; form, as required
• Maintain list of participating mentors
• Host Mentor Orientation call
• Assure regular, at least monthly, contact between mentor and student teams
• Ensure mentors are invited to challenge and send post event thank-you letters

Needed: seeking at least 4 volunteers

CFA Institute Investment Research Challenge University/Student Liaison
This person will be the communication link between participating universities and the Sub-Committee. They would act as the resource for student team questions, and support the Committee chair as needed. Responsibilities include:

• Understand IRC rules as they pertain to student teams
• Make initial contact with interested schools
• Follow up to obtain final school commitments
• Obtain completed student participation and other required forms
• Maintaining current list of participating student team members/captains and advisors
• Maintain regular, at least monthly, contact with faculty advisors and team captains
• Assure reports are turned in to Sub-Committee chair in a timely manner

Needed: seeking at least 4 volunteers

CFA Institute Investment Research Challenge Target Company Liaison
This person will be the communication link between the target company and the Sub-Committee. They will act as the resource for target company questions, and support the Sub-Committee chair as needed. Responsibilities include:

• Understand Global rules as they pertain to target company involvement
• Understand minimum participation criteria for local challenge
• Make initial contact with potential companies
• Make recommendation of interested qualified companies to Sub-Committee
• Obtain company commitment; commitment form, as required
• Organize and oversee analyst day
• Ensure target company is invited to challenge and send post event thank-you letters

Needed: Seeking committee of 3

Career Services Committee Positions

Committee Chair Career Services
This position is fulfilled by a current member of the Society Board of Directors. They oversee management of the Employment Committee, as defined in the board manual.

Career Development

• Events of effective networking, presentation skills, career growth
• Develop Relationships with Employers
• Oversee Job Board postings
• Developoment of 2012 Career Program

Chair: Brad Waitsman, CFA
Needed: seeking at least 4 volunteers

Career Day Committee Chair
This person will oversee all elements of the Society Annual Professional and Career Development Conference. They will act as the primary point person for questions regarding the conference, manage Sub-Committee liaisons, and work closely with staff to ensure a successful event.

• Support liaisons in successfully executing responsibilities
• Call meetings of Sub-Committee, as necessary
• Prepare and manage event budget and expenses
• Attend conference, and act as host, as needed
• Submit all applicable material to CFA Institute, as and when needed
• Ensure successful event

Needed: seeking chair and at least 4 volunteers

Career Day Speaker Liaison
This person will work with the Sub-Committee to identify, contact and confirm speakers. Their primary role will be filling and finalizing the event agenda, in partnership with the Society Executive Director. They will act as a resource for questions from speakers, and support the Sub-Committee chair, as needed. Responsibilities include:

• Work with Committee to identify relevant agenda topics
• Utilize potential speaker lists, identifying new speakers as needed
• Contact and confirm speaker and panelist participation
• Refer contract negotiation items to staff
• Attend conference; liaise with speakers
• Ensure presenters receive final survey responses, and follow up with written thank-you letters

Career Day Exhibitor Liaison
This person will work with the Sub-Committee to identify, contact and confirm event exhibitors. Their primary role will be filling the exhibit hall, in partnership with the Society Executive Director and others. They will act as a resource for questions from exhibitors, and support the Sub-Committee chair, as needed. Responsibilities include:

• Work with Committee to identify creative unique and pertinent exhibitors
• Utilize past exhibitor lists, identifying new participants as needed
• Contact and confirm exhibitor for participation
• Refer contract negotiation items to staff; obtain signed exhibitor contracts from each participant
• Attend conference; liaise with exhibitors, helping to set up and tear down as needed
• Ensure exhibitors receive event summary and written thank you letters

Career Day Attendee Liaison
This person will work with the Sub-Committee to identify target audiences, and then promote the event. Their primary role will be maximizing event attendance. This person will be an enthusiastic promoter of the conference. They will act as a resource for questions from attendees and support the Sub-Committee chair, as needed. Responsibilities include:

• Work with Committee to identify creative marketing opportunities
• Identify appropriate target audiences, determine best mode of publicity
• Actively promote conference; support marketing material development
• Attend conference; network with attendees
• Assist staff with event survey development

Career Day Sponsor Liaison
This person will work with the Sub-Committee to identify, contact and confirm event-specific sponsors. Their primary role will be supporting the event budget by engaging with relevant sponsors. They will interact with other Sub-Committee liaisons to capitalize on sponsor benefits and opportunities. They will act as a resource for questions from sponsors, and support the Sub-Committee chair, as needed. Responsibilities include:

• Work with Committee to identify creative unique and pertinent sponsors
• Utilize past sponsor lists, identifying new participants as needed
• Contact and confirm sponsors for participation, including annual sponsors
• Refer contract negotiation items to staff; obtain signed sponsor agreements
• Attend conference; liaise with sponsors
• Ensure sponsors receive event summary and written thank-you letters

Membership Committee Positions

Membership Committee Chair
This position is fulfilled by a current member of the Society Board of Directors. They oversee management of the Membership Committee, as defined in the board manual.

• Value Proposition: Conduct membership surveys to determine precieved value utilizing CFAI standard survey
• Get survey from CFAI, send it out, collect the data,
• Present a summary and recommendations
• Increase Membership through member retention,
• Send letter to lapsed members asking them the reasons, reiterating value of membership
• Send letter to new members on a periodic basis encouraging participation.
• New member campaign
• Encourage local CFAs who are members of other societies (Boson, New York) to join the Harford CFA Society (HCFAS)
• Develop campaign to communicate with prospective local members
• Expanding local society membership options
• Update By-Laws to include new member class, establish operational procedures needed to maintain membership list, update contact information, create promo code for program discount
• Create a student membership option encourages program participation to students, establishes HCFAS as local industry leaders promoting educational programs, ties in with education and university relations committees
• Develop campaign to contact local student bodies and promote membership, logistical issues same as above
• Educate existing and potential members about new society operational support guidelines through communication
• Funding for programs from the CFA Institute is dependent upon the number of dues paying members on July 1 each year. So all national and local dues must be received by the CFAI prior to this date for the upcoming membership fiscal year.
• Future funding is highly dependent upon the growth or increase in new Hartford CFA Society members each year.
• The CFA Institute provides about 30-40% of our annual budget for monthly programs, Forecast Dinner and networking events.

Chair: Kim L. DiPietro, CFA
Needed: seeking at least 3 volunteers

Membership Liaison - Committee Member to Support Membership Chair
This person’s role is to interface with members and potential members to address application and integration issues. Their primary role will be overseeing the annual membership renewal process, including working with staff and other volunteers to assure that members renew annually, and that delinquent and lapsed members are contacted and encouraged to re-engage. This person is likely the Membership Committee Chair, or will coordinate with and support the chair, as needed. Specific responsibilities include:

• Understand applicable CFA Institute membership requirements
• Be an available, informed advocate for membership inquiries
• Support staff with the annual member renewals and other member inquiries
• Actively participate in regular application review process
• Oversee accuracy of content in membership section of website, providing content to Administrator

Needed: Seeking chair and at least 1 volunteer

Volunteer Coordinator
This person works with staff to oversee our veritable army of volunteers, assuring specific positions are filled and that volunteers receive orientation, information, support and recognition. This person will be supported by staff and board members, and will have access to Society volunteer and project data. In addition, this person will oversee our annual volunteer recognition event. Specific responsibilities include:

• Actively promote volunteer opportunities
• Coordinate with staff, Committee and Sub-Committee chairs to fulfill open positions
• Work with staff to plan annual volunteer recognition event; attend and participate
• Maintain Society volunteer master list; ensure current content
• Reach out to current volunteers to encourage engagement
• Be available to answer volunteer questions, as needed

Needed: Seeking chair and at least 2 volunteers

Strategic Planning Committee

Strategic Planning Committee Chair
This position is fulfilled by the current President of the Society Board of Directors. They oversee development of the Society Strategic Plan, working with Board Members and staff. This Committee is made up of the Executive Committee and convenes one or more meetings of the full Board at least annually to oversee the Society’s annual and long-term strategic plan.

Board Nominations Committee

Board Nominations/Board Training Committee Chair
This position is fulfilled by the current Immediate Past President of the Society Board of Directors. They work with the Vice President to review and recommend the slate of candidates for the upcoming term of the Society Board of Directors.

Chair: Jamie Rice, CFA

Programs Committee Positions

Program Committee Chair
This position is fulfilled by a current member of the Society Board of Directors. They oversee management of the Programs Committee, as defined in the Board manual. They are assisted by a co-chair, who is the chair-elect for the following term.

• Plan 10 events annually
• Prepare and manage event budget and expenses
• Indentify and confirm appropriate event speakers
• Attend events, and act as host, as needed
• Ensure successful events
• Ensure speakers receive event summaries and written thank-you letters

Chair: Juliana Dalton, CFA
Needed: seeking at least 2 volunteers

Fall Mini-Conference
This role is to oversee Fall Mini-Conference Luncheon. This person will act as the primary point person for questions regarding the event, manage event logistics, and work closely with administrator to ensure a successful event. This coordinator will actively participate on the Programs Committee and support the Committee chair, as needed. Specific responsibilities include:

• Prepare and manage event budget and expenses
• Indentify and confirm appropriate event speakers
• Attend event, and act as host, as needed
• Ensure successful events
• Ensure speakers receive event summaries and written thank-you letters

Chair: Raymond Bovich, CFA
Needed: Seeking volunteers

New Charterholder Lucheon Sub-Committee Chair
This person will oversee all elements of the Society Annual New Charterholder Luncheon. They will act as the primary point person for questions regarding the luncheon, identify and confirm an appropriate event speaker, manage Sub-Committee liaisons, and work with staff to ensure a successful event.

• Support liaisons in successfully executing responsibilities
• Call meetings of Sub-Committee, as necessary
• Prepare and manage event budget and expenses
• Indentify and confirm appropriate event speaker
• Attend dinner, and act as host, as needed
• Submit all applicable material to CFA Institute, as and when needed
• Ensure successful event
• Ensure speaker receives event summary and written thank-you letters

Needed: Seeking chair and at least 2 volunteers

CE Coordinator
This role is to oversee Society continuing education programs to assure compliance with CFA Institute standards and requirements. This coordinator will actively participate on the Programs Committee and support the Committee chair, as needed. Specific responsibilities include:

• Understand applicable CFA Institute rules
• Regularly review program content for compliance with CFA institute rules

Needed: Seeking chair and at least 1 volunteer

Annual Forecast Dinner Sub-Committee Chair
This person will oversee all elements of the Society's Annual Economic Dinner. They will act as the primary point person for questions regarding the dinner, identify and confirm an appropriate event speaker, manage Sub-Committee liaisons, and work with staff to ensure a successful event.

• Support liaisons in successfully executing responsibilities
• Call meetings of Sub-Committee, as necessary
• Prepare and manage event budget and expenses
• Indentify and confirm appropriate event speaker
• Attend dinner, and act as host, as needed
• Ensure successful event
• Ensure speaker receives event summary and written thank-you letter

Chair: Karyn Cavanaugh, CFA

Annual Forecast Dinner Sponsor/Table Sponsor Liaison
This person will work with the Sub-Committee to identify, contact, and confirm table sponsors. This person will act as a resource for questions from sponsors, and support the Sub-Committee chair and staff, as needed. Responsibilities include:

• Work with Sub-Committee and staff to identify pertinent sponsors
• Contact and confirm sponsors for participation, including annual sponsors
• Refer contract negotiation items to staff; obtain signed sponsor agreements
• Attend event; liason with sponsors

Chair: Kim DiPietro, CFA
Needed: Seeking at least 5 volunteers

Annual Forecast Dinner Speaker Liaison
This person will work with the Sub-Committee to identify, contact, and confirm a speaker for the dinner. Their primary role will be filling and finalizing the event agenda, in partnership with the Society Executive Director. They will act as a resource for questions from the speaker, and support the Sub-Committee chair, as needed. Responsibilities include:

• Work with Committee to identify relevant agenda topics
• Utilize potential speaker lists, identifying a new speaker as needed
• Contact and confirm speaker participation
• Refer contract negotiation items to staff
• Attend conference; liaise with speaker
• Ensure speaker receives final survey responses, and follow up with written thank-you letter

Annual Forecast Dinner Attendee Liaison
This person will work with the Sub-Committee to identify target audiences, and then promote the event. Their primary role will be maximizing event attendance. This person will be an enthusiastic promoter of the conference. They will act as a resource for questions from attendees and support the Sub-Committee chair, as needed. Responsibilities include:

• Work with Committee to identify creative marketing opportunities
• Identify appropriate target audiences, determine best mode of publicity
• Actively promote conference; support marketing material development
• Attend conference; network with attendees
• Assist staff with event survey development

Marketing, Public Awareness, and Advocacy Committee Positions

Publicity Committee Chair
This position is fulfilled by a current member of the Society Board of Directors. They oversee management of the Marketing, Public Awareness and Advocacy Committee

Chair: Philip McDonald, CFA

Newsletter Liaison
This person’s primary role is to support administrator in the creation of the monthly Society e-newsletter, Hartford CFA Connect. They will work with staff and the Sponsorship Coordinator to effectively monetize the publication for increased revenue generation. They will seek member content, and assist with other content generation and obtainment. They will actively participate on the Marketing Committee and support the Committee chair, as needed. Specific responsibilities include:

• Assist staff with obtaining and developing newsletter content
• Promote monetized content to appropriate targets, generating new revenue
• Work with Sponsorship Coordinator to assure sponsor benefits and recognition are properly reflected in appropriate publications

Needed: Seeking 1 volunteer

Social Media Manager(s)
One or more people will be assigned to manage the Society’s Facebook, LinkedIn, and Twitter accounts. The Social Media Managers primary roles are to support Society social media accounts by managing admission and content. They will work with administrator and the Marketing Committee to actively promote the Society through these online vehicles. They will participate on the Marketing Committee and support the Committee chair, as needed. Specific responsibilities include:

• Work with staff to promote Society offerings and events
• Manage discussion Boards, groups, members, photos and postings
• Work with staff to assure sponsor recognition and current events are properly posted

Needed: Seeking volunteers

Press Release Coordinator
This person will work with staff and the Society’s contract PR firm to appropriately disseminate news and information about the Society and its events. They will participate on the Marketing Committee and support the Committee chair, as needed. Specific responsibilities include:

• Work with staff to promote Society offerings and events
• Maintain awareness of current event calendar and newsworthy occurrences
• Coordinate regular schedule of press releases and similar
• Manage Media Kit page on Society website

Needed: Seeking volunteers