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A Member of the CFA Institute Global Network of Societies

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Committee Roles & Responsibilities
Please contact Diane Senjem​ at support@cfamn.org to get involved with a society committee 

Advocacy/Public Awareness Committee
Chair: David Slegh, CFA; Director at Large, as appointed

CFA Institute is positioned as the thought and action leader in ethics within the financial services industry.  Maintaining this position is a critical purpose of CFA Institute’s mission.  Doing so encompasses many broad-reaching and ambiguous facets of the industry, ranging from advocating for Capital Markets Policy to espousing Professional Standards and reiterating the importance of GIPS.  It is, nevertheless, imperative that CFA Society Minnesota utilize resources which compress these broad, critical pillars of the CFA Institute into relevant, localized programs and content.  The Advocacy/Public Awareness Committee utilizes a targeted project based approach to satisfy its objective. Communication with our local members on how the Society is serving in their best interests creates value.  Reiterating this value proposition through consistent and differentiated offerings reinforces this perception within our Members.  The Committee seeks to aide in the ongoing awareness of the Society through social and other media, and other outlets as needed.

Projects include: Annual Compensation Survey, Editorial Board, Freezing Assets Blog, Future of Finance, Social Media

 


Business & Financial Management Committee
Chair: Katie Bourget, 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 annual 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: Matt Grimes, CFA; Director at Large, as appointed

The Education Committee exists to facilitate learning opportunities for our region’s CFA candidates and university finance students. Its volunteers make presentations about the CFA Program to local universities, oversee the Society’s exam prep class and scholarship programs, and manage the Society’s CFA Institute Research Challenge. This Committee also makes itself available to current and potential members with questions regarding education as it pertains to CFA Institute and the CFA Charterholder designation. This Committee meets quarterly as called by the Committee Chair. 

Projects include: CFA Institute Research Challenge, University Outreach, CFA Program Information Sessions, Live Exam Prep Classes​, Society Intern Program

 


Employment Committee
Chair: Marco Naylon, CFA; Director at Large, as appointed

The Employment Committee seeks to provide increasingly valuable career development events and resources for society members, and to build/enhance awareness of the CFA Designation among employers in our region. Employment Committee members regularly reach out to recruiters, career coaches and networking experts to expand our society's resources. This committee meets quarterly as called by the Committee Chair.

Projects include: Career Resources, Job Board, Employer Outreach, Career Development Network

 


Membership & Ethics Committee
Chair: Chris May, CFA;​ Director at Large, as appointe

The volunteers of the Membership & Ethics Committee play a crucial role in the continued success and relevancy of our professional association. They work year round to connect with current and potential members, study the demographics of our 1300 members, and gather feedback and suggestions for ways to make the organization more valuable. Their projects and initiatives mark the milestones of each CFA Charterholder's career. Additionally the Membership & Ethics Committee reviews and makes recommendations to the Board of Directors concerning:

  • applications for membership and changes in membership status
  • the Code of Ethics and Standards of Professional Practice
  • compliance with rules and regulations of this Society, CFA Institute, and any government regulatory body
  • charges of violation of rules of professional ethical conduct or other ethical consideration as they pertain to matters not governed by CFA Institute. 

This Committee meets quarterly as called by the Committee Chair.

Projects include: Annual Membership Survey, Annual Membership Renewal Campaign, New Member Welcome Program, Professional Mentoring Program, New Charterholder Dinner, Networking & Social Events

 


Programs Committee
Chair: Ben Duininck, CFA; Director at Large, as appointed

The Programs Committee chooses topics and vets speakers to address society members on subjects related to financial analysis and other topics of general interest to the regional investment community. Programmed events include the Annual Economic Dinner, Distinguished Speaker Series, Insight Series, Monthly Luncheons, Breakfast Before the Bell, and After Market Appetizers. Please write to events@cfamn.org with programming inquiries.

 


Strategic Planning Committee
Chair: Mark Peiler, 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.



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