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Committee Roles & Responsibilities

CFAW is a member-driven society that relies heavily on volunteer committees to accomplish much of the Society's work. There are two types of committees: Committes of the Board and  Committees of the Society. Each type is outlined below along with the individual description of each specific committee.     

 

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:

         

Committees of the Board*:

Committees of the Board assist and enable the Board in carrying out its duties in setting policy and strategic priorities, providing financial stewardshp and oversight, and ensuring the operational effectiveness of the organization.

 

Finance:

Chair: Richard Holly, CFA, CPA

Members: Julie Dellinger, CFA & Tom Selman, 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: Matt Malone, CFA
Members: Richard Holly, CFA, CFP, Roman Iwachiw, CFA & Tom Selman, 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: TBD

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:
Although Committees of the Society may from time to time recommend strategic initatives or policies to the CFAW Board of Directors, they are primarily focused on assisting the CEO and staff in the implementation of the society's strategic priorities. For each of these committees, at least one Board member is assigned as a liaison.

External Relations:
Chair: Ryan Torguson, CFA
Board Liaison: Victor Krasij, CFA & Anthony Marrelli, CFA

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: Claire Cui, CFA and Justin Wood, CFA
Board Liaison: Margaret Fischer, CFA & Tom Selman, 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

Programs & Education:
Chair: Stuart Cohen, CFA 
Board Liaison: Julie Dellinger, CFA & Christine Song, 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

Women's Investment Network Community:
Chair: Pauline Bell
Liaison: Christine Song, CFA

Nominating*:

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

 

 *NOT AVAILABLE TO VOLUNTEERS