To get started as a volunteer:
Contact Us: Send an email of interest to Events & Members Services Manager - Megan Millett. Please attach your resume for reference.
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.
Annual Events
Annual Dinner: Behind-the-scenes event support
February
Open to: CFA Charterholders, Candidates, and students
Time commitment: 4-6 hours, one day
Committee WorkSociety 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
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
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
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!
Volunteer of the Year Recipients:2013 - Tony Carideo, CFA2014 - Jessica Murray, CFA2015 - Sam Somuri, CFA2016 - David Slegh, CFA2017 - Josh Howard, CFA2018 - Tom Crandall, CFA2019 - Andrew Rem, CFA2020 - Kathryn Lyons, CFA2021 - Amanda Carter, CFA2022 - Susanna Gibbons, CFA
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