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​​​​​​Volunteer Opportunities

One of the best ways to optimize your membership with CFA Society Hartford is to v​olunteer. Volunteering heightens your visibility and puts you in contact with other professionals in the industry. There are many levels of volunteer activity, so take your time evaluating how you would like to get involved and then get started by following the simple steps below;

  1. Read through the descriptions below to find any open positions that interest you
  2. Send the name of one or more positions that interest you to Rebecca Taylor at administrator@hartfordcfa.org or complete the volunteer application.  Don't forget to join the CFA Society Hartford (if you are a CFA, join on the CFA Institute website. ​Associate and Student Memberships click here)
  3. Participate in a short training session to orientate you to the position.
  4. Actively engage with your committee or initiative. Network, learn, and have fun!
  5. Utilize our Volunteer Resource Page

Board, Committees and Chairs​

Executive Board

John N. Fuller, CFA, President

Juliana B. Dalton, CFA - First Vice President - Programs & President-Elect

Frederic (Ric) C. Filippelli, CFA®, ChFC®, CLU®​,  Second Vice President  – Membership & Advocacy

Pam Minish, CFA, CAIA - Third Vice President - Education

Elizabeth (Lisa) V. PIker, CFA - Treasurer & Secretary

Raymond H. Bovich, ("Ray") CFA, Immediate Past President

Kim DiPietro, CFA, Past President​​

View List of ​Past Presidents

Advisory Council

Gail Bruhn, CFA

Jojo Cuevo, CFA

Jim Hammel, CFA

Jukka Lipponen, CFA

Jamie Rice, CFA

Ned Steiger, CFA​​​

Initiatives & Volunteer Needs

INITIATIVE: CFA Society Hartford 5K Race

A scenic 5K to benefit The Connection. Starting near the Arch in Bushnell Park, the flat out and back course passes the State Capitol and a number of historic buildings. Compete as a team or run/walk as an individual. After the race enjoy a complimentary cookout with live music and an awards ceremony! 

VOLUNTEER NEEDS: Seeking volunteers for the CFA Society Hartford 5K Race in Hartford in August.  

  • Onsite volunteers for CFA Society Tent & Bag Check
  • Pre-marketing Campaign
  • Corporate Outreach
  • Race team

Contact: Email Administrator@hartfordcfa.org for more information


INITIATIVE: CFA Institute Research Challenge  (View CFA Society Hartford "CFA Institute Research Challenge" Page)

The CFA Society Hartford hosts a local competition as part of the annual CFA Institute Global Research Challenge (The Research Challenge) in association with the CFA Society Providence. The Research Challenge is an investment competition among university students at the graduate and undergraduate level. One team of three to five students per university is challenged to conduct an equity analysis of a public company, specified by the CFA Society Hartford. Two teams per university may be allowed at the discretion of the CFA Society of Hartford.  Each team is required to prepare a written analysis and finalists will conduct a 10 minute oral presentation for a panel of judges. The students’ work is judged by industry professionals.  Each team may be provided one faculty adviser that is selected by the team’s university. The adviser will be the team’s point of contact with the CFA Society Hartford. Winning local teams have the opportunity to move on to the regional competition in Seattle, Wa., in April 2017 and potentially, the global competition in Prague, Czech Republic in April 2017 as well. 

The CFA Institute Research Challenge requires a large number of VOLUNTE​ERS.  Volunteer positions include the following:

Industry Mentors: The primary responsibility of the Industry Mentor is to impart a "real-world" industry perspective into the students' theoretical knowledge base. Each Industry Mentor will review an assigned team's written work and presentation and provide commentary. Industry Mentors should have at least five years of experience in a position focusing on company analysis and CFA Charterholders are preferred.  It is not necessary to have experience in a specific sector. The allowed time commitment under the competition rules is a maximum of six hours including any phone calls, emails, in-person meetings, and any additional contact. An additional two hours is allowed for each local, regional or global final.

Report Graders: The Report Graders work remotely by reviewing the reports submitted by the student teams. The reports are reviewed and scored by the Graders according to a predetermined point system and Graders also provide written feedback. Graders should have at least five years of experience preparing or reading equity research along with a strong understanding of the financial markets and investment process. CFA Charterholders are preferred.  The total expected time commitment is approximately eight to sixteen hours in late February and/or early March.

Presentation Judges: Judges view the student presentations. In this role, they wear the cap of a buy-side analyst or a Director of Research listening to and critiquing a member of his/her team. Judges should have at least five years of experience preparing or reading equity research along with a strong understanding of the financial markets and investment process. CFA Charterholders are preferred. The time commitment will be for two to three hours on the day of the local competition.

Research Volunteers: Other volunteer opportunities will be available that do not require a CFA charter or significant industry experience. These opportunities may include assisting at various events as well as working on logistics.

View The Research Challenge Page for Timeline and Documents for the 2017 CFA Institute Research Challenge​​

Contact: Board Member: Email Vice President Education​​

 

INITIATIVE:        Annual Forecast Dinner

Each January the CFA Society Hartford holds a Forecast Dinner at the Connecticut Convention Center.  The event includes a reception with vendor area, a seated dinner, President’s address, awards, and a Keynote speaker.  The event is sponsored.

VOLUNTEER NEEDS:

Sponsorship Committee:  This committee develops a sponsor plan that sets levels of sponsorship and related benefits, targets sponsors, provides as a liaison to the Administrator (Rebecca Taylor) for billing, seating, logos, etc. 

Forecast Committee:  This includes all aspects of planning this event.  The contract is always set the previous year when feedback is fresh so the new volunteer has a foundation to work on.

    • Sets budget including ticket prices, table and individual, contract management
    • Liaison with venue:  Sets menu for reception and dinner, table requirements, technology vendor contract, photographer
    • Work with Treasurer for payments
    • Chose and order attendee gifts if desired
    • Determine Forecast Contest winners, chose and acquire gifts   

Contact Board Member:  Email Treasurer for Sponsorship or Email Chair

 

INITIATIVE:       Investors First Day

Several local CFA Societies recognize May 15 as Investors First Day to reinforce the message that fiduciaries should maintain the highest ethical standards when managing capital for the benefit of clients.  There are several ways this can be accomplished from political recognition to an educational event.  CFA Society Hartford has not yet engaged in this initiative.

VOLUNTEER NEEDS:

  • Develop an Investors 1st Program in Hartford
  • Utilize CFAI support and materials
  • A budget is available

Contact: Board Member:  Email Vice President Membership & Advocacy

 

INITIATIVE:        Outreach

The goal is to better integrate the CFA Society Hartford into the greater Hartford financial and business community establishing CFA Society Hartford as a leader promoting ethical behavior and best business practices in finance.

VOLUNTEER NEEDS:

  • Identify and connect with other local organizations that have a similar mission to the CFA Society Hartford (Our mission is to lead the financial services industry in Hartford) Develop business ties with other organizations within the Greater Hartford Region.  The potential ties may be for programming, promotion, cross-membership opportunities or anything mutually beneficial for our memberships.
  • Identify local nonprofit organizations that may benefit from the resources available to the CFA Society Hartford
  • Utilize CFAI support and materials
  • A budget is available

Contact: Board Member:  Email Vice President Membership & Advocacy

 

INITIATIVE: Financial Literacy Education​

The CFA Society Hartford provides financial literacy education within local schools in classes K -12.  Volunteers go into classrooms and present financial literacy education materials (provided in partnership with Junior Achievement).  Each assignment will typically involve five classroom sessions of about 45 minutes each (one per week).  Volunteers can work individually or in teams.

VOLUNTEER NEEDS:

  • Volunteers must attend a training session at the Junior Achievement offices in Hartford.  This will likely take place on a weekend this fall.
  • Volunteers must be comfortable presenting lessons to and interacting with school age kids.
  • Volunteers will need to spend time familiarizing themselves with the education materials prior to going into the classroom.  They should plan on 45 minutes of prep time per session.
  • Volunteers should be able to commit to approximately five straight weeks of going into classrooms.  Total time commitment (including prep time) will be approximately 1 ½ hours / week plus travel time.  Alternatively, a team of volunteers may split responsibilities amongst several members thereby reducing the time commitment for individuals.
  • Timing is flexible and sessions can be carried out throughout the school year.

​Contact: Jim Newman, CFA​ Email Financial Literacy Chair