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​Executive Positions


Please email admin@cfaottawa.ca​ if you are interested in volunteering with the CFA Society Ottawa.

Below is a general description of key volunteer roles and responsibilities.

President

  • Organizes and chairs (monthly) meetings with the Executives
  • Oversees the efforts of the Executives of the society
  • Responsible for overseeing the planning and execution of the CFA charter ceremony
  • Develops the CFA Society Ottawa's bi-annual strategic plan
  • Reviews annual financial statements of CFA Society Ottawa
  • Authorizes payments as signing officer for CFA Society Ottawa
  • Attends CFA Society Ottawa organized luncheons, dinners and events
  • Attends national and international annual CFA Institute organized conferences
  • Responsible for ongoing awareness campaign for the CFA designation in Ottawa
  • Responsible for managing the sponsorship and media relationships

Total time commitment 10 - 20 hours per month 

Vice President

  • Responsible for overseeing the planning and execution of the Forecast Dinner
  • Contributes to the development of the CFA Society Ottawa's bi-annual strategic plan
  • Authorizes payments as signing officer for CFA Society Ottawa
  • Provides stewardship and guidance to CFA Society Ottawa's chaired positions
  • Participates in CFA Society Ottawa's (monthly ) Executive meetings
  • Participates in CFA Society Ottawa's organized luncheon and dinners
  • Attends national and international annual CFA Institute organized conferences

Total time commitment approximately 10-15 hours per month

Treasurer 

  • Prepares annual Society budget and the CFA Institute Level I funding reports
  • Manages and oversees the CFA Society Ottawa's financial affairs
  • Authorizes payments as signing officer for CFA Society Ottawa
  • Liaises with society bookkeeper to produce quarterly and annual financial statements
  • Attends CFA Society Ottawa's (monthly) Executive meetings
  • Participates in CFA Society Ottawa's organized luncheon and dinners
  • Attends national and international CFA Institute organized conferences as backup to President and Vice President

Total time commitment 5-10 hours per month

Secretary

  • Periodically reviews society bylaws and governing principles to ensure ongoing compliance
  • Reviews minutes from Executive meetings
  • Participates in quarterly CAC conference calls
  • Manages and oversees semi-annual newsletter
  • Attends CFA Society Ottawa's organized luncheon and dinners
  • Contributes to the development of the strategic plan
  • Attends national and international annual CFA Institute organized conferences

Total time commitment 5-10 hours per month

Program Chair

  • Responsible for identification, recommendation and confirmation of potential speakers for quarterly luncheons and Forecast dinner 
  • Responsible for organizing quarterly luncheons and quarterly networking events
  • Assists VP with planning and organizing annual Forecast dinner
  • Responsible for feedback from program events.
  • Participate in CFA Society Ottawa's (monthly) Executive meetings
  • Attend CFA Society Ottawa's organized luncheon and dinners
  • Coordinate programming events with CFA Institute

Total time commitment - approximately 10-15 hours per month

Education Chair

  • Responsible for 3rd year student equity research competition (UofO and Carleton)
  • Assists and supports CFA Society Toronto with organizing the Global Investment Research Challenge
  • Acts as a liaison between CFA Society Ottawa, candidates and local universities
  • Building relationships with members, candidates and potential candidates
  • Organizes mock exam and prepares programs for Ottawa area candidates
  • Attends CFA Society Ottawa's organized luncheon and dinners
  • Promotes continuing education for CFA charterholders in the Ottawa area

Total time commitment 5-10 hours per month

Membership /Scholarship Chair

  • Manages Society's membership review process
  • Responsible for the Society scholarship program
  • Participates in CFA Society Ottawa's (monthly) Executive meetings
  • Attends CFA Society Ottawa's organized luncheon and dinners
  • Contributes to the development of the strategic plan
  • Organizes and coordinates Society's membership appreciation initiatives

Total time commitment is approximately 5 hours per month ​