CFA Society Washington, DC

A Member of the CFA Institute Global Network of Societies

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Committee Roles & Responsibilities

Learn about the Society’s committees below.  We encourage you to get involved.  Participation is a great way to meet other members, be a part of a fun event, network and to help CFA Society Washington, DC fulfill its mission:

Mission: To advance members' professional success and facilitate a vibrant, engaged community.


Click here to submit a volunteer application! Contact info@cfawashington.org for more information.

 

Committees of the Board:

 

Finance:

Chair: Brad Neumann, CFA

 

The Finance Committee makes recommendations to the Board on financial related matters.  These include recommending a draft annual budget, monitoring the asset allocation of Society reserve funds, overseeing the annual audit and other ad-hoc special financial analysis needs.

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Click here to read the committee charter

 

*Executive:
Chair: Roman Iwachiw, CFA

The Executive Committee is comprised of CFAW Board Officers and the Immediate Past Chair. It assists the Board in fulfilling its responsibility to manage its own operations and to act on behalf of the board during on-demand activities that may occur between Board meetings.

Click here to read the committee charter

Governance:
Chair: Toshie Kabuto, CFA

The Governance Committee works to ensure that the board fulfills its legal, ethical, and functional responsibilities through adequate governance policy development, recruitment strategies, training programs, monitoring of board activities, and evaluation of board members' performance.

Click here to read the committee charter

 

Committees of the Society:

External Relations:
Chair: Victor Krasij, CFA
Board Liaison: Matthew Malone, Esq.

The External Relations Committee performs outreach to the community, employers, regulators, nonprofits and universities to raise awareness of the substance and value of the CFA charter. It supports CFA Institute advocacy efforts locally and assists with other external focused activities such as media and sponsor relations.

Click here to read the committee charter

Member Engagement:
Chair: Joe Flippin
Board Liaison: Randy Nordby, CFA

The Member Engagement Committee focuses on member recruitment, engagement and retention and evaluates the overall member experience. The committee uses social media to communicate about CFAW, and also to organize networking events and informal member-organized gatherings.

Click here to read the committee charter

*Nominating:
Chair: Camille Alexander, CFA

The Nominating Committee is appointed by the Chair and approved by the Board each year to identify qualified candidates for Officer and Director positions.

Click here to read the committee charter

Programs & Education:
Chair: Stuart Cohen, CFA
Board Liaison: Shep Buckman, CFA

The Programs & Education Committee helps members enhance their investment knowledge, professional practices, career development and professional networks. The committee plans and executes approximately 2-3 programs per month that provide opportunities for networking, professional education, career development and/or technical training. Committee members recruit thought leaders and prominent practitioners as speakers, and create and deliver events of interest to members. The committee also organizes CFA exam prep resources for local candidates and oversees the awarding of scholarships.

Click here to read the committee charter

 

 * NOT AVAILABLE TO VOLUNTEERS

  Contact Us
CFA Society Washington, DC
1200 Eighteenth St. NW, Suite 700
Washington, DC 20036
Phone: +1 (202) 872-4310
Fax: +1 (202) 315-3332
info@cfawashington.org