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Committee Roles & Responsibilities

Please contact Megan Millett at [email protected] to get involved with a society committee.

Advocacy 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 that compress these broad, critical pillars of the CFA Institute into relevant, localized programs and content.  The Advocacy/Career Development Committee utilizes a targeted project-based approach to satisfy its objective. Communication with our local members and employers 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 aid in the ongoing awareness of the Society through social and other media, and other outlets as needed. 

Projects include: Editorial Board, Freezing Assets Blog, Putting Investors First initiative

Business & Financial Management Committee
Chair: ​Cory Markling, 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.​

Career Development Committee
Chair: KC Connors, CFA; Director at Large, as appointed​

The Career Development Committee provides increasingly valuable career development events and resources for society members. It also serves to build/enhance awareness of the CFA Designation among employers in our region. This committee meets quarterly as called by the Committee Chair.​

Projects include: Career Resources, Employer Outreach, Career Development Network, Day in the Life series


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


Membership & Ethics Committee
Chair: Phil Stern, CAIA;​ 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 1400 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: Andrew Rem, CFA; Director at Large, as appointed

The Programs Committee is the primary driver of educational and professional development content for the Society. We work year-round to understand industry trends, identify the curiosities of our members, and present cutting-edge speakers and concepts to our investment community.
Our events have included the Annual Dinner, Distinguished Speaker Series, Insight Series, Monthly Luncheons, Breakfast Before the Bell, and Industry Roundtables. The current calendar of events can be found here.

If you have an idea for the Programs Committee please contact [email protected]


Strategic Planning Committee
Chair: Christy Bipes; Director at Large, as appointed

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.