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 How to Get Involved

Society Leadership Opportunities

Check out our Volunteer Opportunities for the latest volunteer opportunities! During the 2017-18 season, over 150 society members volunteered for CFA Society Minnesota. One of the best ways to optimize your membership 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 ways to get involved with the Society and meet others. 



Where do I begin? (choose one of the options below)
 
  • Send an email of interest to Megan Millett, Events & Member Services Manager. Please attach your resume for reference.

  • 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.

  • Apply for an opportunity on the Volunteer Board above.


Episodic Opportunities Overview​:​​

As specific positions become available, they'll be posted on the volunteer board below. 

Annual Events

  • New Charterholder Dinner (Nov)
  • Annual Dinner (Jan/Feb)
  • Intellisight Conference (Aug)

Annual Programs

  • Research Challenge (Sept-Feb)

    • ​Opportunities include mentoring a team, grading research reports and judging oral presentations.

  • Annual Mentorship Program (Mar-Oct)

    • Serve as a formal mentor in our annual Mentorship Program (an 8-month commitment, 1-2 hours per month)

    • Serve as an informal mentor in our annual Mentorship Program​ (meet with 3-4 mentees, 1-2 hour commitment per individual)


Ongoing Volunteer Opportunities​:​​

  • Committee Work 

    • Society Committees are open to members and candidates 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

      • Changing Perceptions Initiative 

  • Education

    • ​​Give a CFA Program Presentation on a college campus and/or host a group of finance students to visit your office (2-4 hours per year)

  • Mentorship

    • ​Offer informational interviews to society interns, students, CFA Candidates, or fellow CFA Charterholders interested in learning about new areas of the investment industry (episodic, 1-2 hour commitment per individual)


Quarterly Society Internships:

Students and recent graduates are invited to volunteer as interns during the summer. Internships are eight weeks long, and interns must be available to work one 6-8 hour shift per week. Internships can be done for college credit.


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!


Join the CFA Society Minnesota Board of Directors:

Contact Mark Salter, Executive Director, to learn more about our Board of Directors.


Recognition

Each fall, 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


  
  
  
  
  
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