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 How to Get Involved

Society Leadership Opportunities

Each year we see over 70 society volunteers for CFAMN in a wide variety of ways. One of the best ways to optimize your membership with CFA Society Minnesota is to get involved on a Society initiative or committee. Volunteering heightens your visibility and puts you in direct contact with other professionals in the industry. Whether you are a university student, CFA Candidate, or CFA Charterholder, there are casual, enjoyable ways to get involved in CFAMN and meet other members.

To get started as a volunteer: 

  1. Contact Us: Send an email of interest to Events & Members Services Manager - Megan Millett. Please attach your resume for reference.

  2. Interview: Schedule a time to meet with Society Staff to learn more about the organization and discuss what committee or project might be a good fit for your interests.


Current Opportunities

Annual Events

  • InvestMNt Conference: Introduce companies 

    • August

    • Open to: CFA Charterholders

    • Time commitment: 4-8 hours, one day

  • InvestMNt Conference: Assist in company presentation rooms

    • August

    • Open to: CFA Candidates and students

    • Time commitment: 4-8 hours, one day

  • Annual Dinner, New Charterholder Dinner, or Annual Golf Tournament: Behind the scenes event support

    • February

    • Open to: CFA Charterholders, Candidates, and students

    • Time commitment: 4-6 hours, one day

Committee Work
Society Committees are open to members who want to get more involved in shaping and leading the organization. Committee commitment includes attendance at meetings and 1-2 hours on committee projects per month.

  • Program

  • Membership

  • Career Development/Advocacy

  • Education

  • Business & Financial Management

Communication

  • Write original content or commentary for our Freezing Assets blog (ongoing)

  • Attend a Society event and write an event recap for the blog

Education

  • ​Give a CFA Program Presentation on a college campus and/or host a group of finance students to visit your office 

    • Time commitment: 2-4 hours per year

  • Provide feedback on CFA program preparation methods

 

Mentorship

  • Serve as a formal mentor in our annual Mentorship Program

    • Time commitment: 8-months commitment, 1-2 hours per month

  • Offer informational interviews to society interns, students, CFA Candidates or fellow CFA Charterholders interested in learning about new areas of the investment industry 

    • Time commitment: episodic, 1-2 hour commitment per individual

Research Challenge

  • Mentor a university team 

    • Time commitment: 4-month commitment, 1-2 hours per month

  • Grade research reports 

    • Time commitment: 2-week commitment, 4 hours

  • Judge presentation finals 

    • Time commitment: One-time, 4 hours

  • Behind the scenes event support

    • Time commitment: One-time, 4 hours

Quarterly Society Internships

Students and recent graduates are invited to volunteer as interns during the summer or during the school year. Internships can be done for college credit.

  • Time commitment: 8 weeks, one 6-8 hour shift per week


Join the CFA Society Minnesota Board of Directors
Contact Mark Salter, Executive Director, to learn more about our Board of Directors.

Do you have an idea not already listed above? Nearly every society project or initiative has been invented and championed by a member. Please share your ideas with us!


Recognition

Each year, the Society hosts a volunteer appreciation event where volunteers, who assisted over the past program year, gather to celebrate their accomplishments. Each year, Society staff recognize a volunteer of the year recipient in addition to other key volunteer project leaders. Individuals interested in volunteering are welcome to attend as well. 

Volunteer of the Year Recipients:
2013 - Tony Carideo, CFA
2014 - Jessica Murray, CFA​
2015 - Sam Somuri, CFA
2016 - David Slegh, CFA
2017 - Josh Howard, CFA
2018 - Tom Crandall, CFA
2019 - Andrew Rem, CFA
2020 - Kathryn Lyons, CFA
2021 - Amanda Carter, CFA

  
  
  
  
  
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