Awards

2011 CFA Institute's Presidents Council Representative Selection

Leyla Kassem, President of the Board of Directors of the CFA Society of Minnesota, has been elected as CFA Institute's Presidents Council Representative for the Midwest Region, commencing September 1, 2011.  The Presidents Council is made up of a chair and an elected representative from each society region. These PCRs serve the membership by representing the view of societies to the CFA Board of Governors and acting as the primary communication channel between the Board and societies.  PCRs are an integral part of the information flow and coordination among CFA Institute and its member societies.

·       2011 Minneapolis/St. Paul Business Journal 40 Under Forty Award

Maren Amdal, executive director of the CFA Society of Minnesota, has been selected as one of the Minneapolis/St. Paul Business Journal's 2011 "40 Under Forty" honorees.

This annual Business Journal award spotlights 40 of the region's top young business and civic leaders.  To be selected, a candidate must demonstrate consistent, outstanding professional achievement and show a commitment to community service as well.  Maren and the other 39 honorees received their awards at a ceremony on March 24th.

The CFA Society of Minnesota has been selected as winner of the CFA Institute’s 2010 Society Excellence Award for Excellence in Planning for the second consecutive year. Of the nearly 140 CFA societies around the world, more than 60 applied for the prestigious award. CFA Minnesota was selected for best executing their plan.

2009 Society Excellence Award for Strategic Planning
The CFA Society of Minnesota entry clearly met the category's criteria.  Specifically, the judges appreciated how "Minnesota's strategic plan included SMART goals and had a clear connection between the mission, vision, and objectives and addressed specific results. The results are truly visible, as identifying issues within a society and finding a proactive solution is no small feat.

CFA Institute values its Member Societies and the work they do to help lead the investment profession globally by setting the highest standards of education, integrity, and professional excellence. The Minnesota society's award-winning efforts are a shining example of this leadership."

Award Criteria
Effective operation of a Member Society requires detailed planning and execution. A mission, vision, goals and objectives, and policies and procedures all are needed. This category recognizes the member society that has “planned their work and worked their plan” by developing an annual business plan and/or longer‐term strategic plan, and implementing systems to ensure successful execution of the plan(s).

Includes:

• The Society's annual business plan and/or longer-term strategic plan was developed (the process followed)
• How the elements of the plan(s) relate to specific activities of the Society (e.g. plan implementation)
• The method and frequency for evaluating achievement of plan objectives and goals, and modifying plan elements as necessary
• How success is measured
• Results to date in achieving the goals and objectives set forth in the society's plan(s)
• If applicable, compare and contrast the current business and/or strategic plan to previous versions of the document(s)