Committee Roles & Responsibilities

Business & Financial Management Committee
Chair: Jessica D. Murray, CFA; Treasurer

The Business & Financial Management Committee is chaired by the Treasurer and is also assigned a co-chair to assist in committee management. The Committee oversees the Society's finances, implements financial guidelines, and coordinates budgeting, reporting, and auditing procedures. It is responsible for safeguarding and monitoring the Society's financial stability and long-term economic health.  This Committee meets on an ad hoc basis as called by the Treasurer.

Education Committee
Chair: Jacob M. Seltz, CFA; Director at Large, as appointed

The Education Committee develops and offers programs to the members for improving analytical techniques and advancement within the profession.  It also oversees the Society scholarship program and acts as liaison to both local educational institutions and prep course service providers as appropriate.  This Committee also makes itself available to current and potential members with questions regarding Education as it pertains to the CFA Institute and CFA designation.  This Committee organizes volunteer mentors and connects them with new member mentees in conjunction with the Membership Committee.  This Committee meets on an ad hoc basis as called by the Committee Chair.

Employment Committee
Chair: Kristine J. Mogollon, CFA; Director at Large, as appointed

The Employment Committee seeks to provide a forum and resource for career development and job search for members of the Society and build/enhance awareness of the CFA charter among employers in the community. The Committee also promotes the Job Board Spotlight and job postings in Society e-newsletters. This committee meets on an ad hoc basis as called by the Committee Chair.

Membership & Ethics Committee
Chair: Joshua M. Howard, CFA; Director at Large, as appointed

The Membership & Ethics Committee reviews applications for membership and for changes in membership status, and makes its recommendations for approval to the Board of Directors.  The Membership & Ethics Committee is also available to potential and current members regarding membership questions, including connecting applicants with local sponsors and mentors.  Additionally, the Membership & Ethics Committee reviews and makes recommendations concerning: the Code of Ethics and Standards of Professional Practice, compliance with rules and regulations of this Society, the CFA Institute, and any government regulatory body; and charges of violation of rules of professional ethical conduct or other ethical consideration as they pertain to matters not governed by the CFA Institute.  This Committee meets quarterly as called by the Committee Chair.

Programs Committee
Chair: Raj Balachandran, CFA; Director at Large, as appointed

The Programs Committee arranges to provide speakers to address the members of the Society at reasonably frequent intervals on subjects related to financial analysis and other topics of general interest to the members.  

Public Awareness/Advocacy Committee
Chair: Samuel D. Smith; Director at Large, as appointed

The Public Awareness/Advocacy Committee is the primary liaison between the Center for Financial Market Integrity and the Society. The Committee develops the Society's marketing and advertising strategy, recommends how to use the CFA Institute promotional allowance, implements the promotional strategy, spearheads Society communications in the geographic area on advocacy and policy issues, and develops and maintains relations with the local media.

Strategic Planning Committee
Chair: Kim M. Brustuen, CFA; Vice President

Strategic Planning Committee shall maintain the Mission, Vision, and Strategic Objectives of the Society and lead the development and implementation of the Society's Strategic Plan.