Greetings!

Member engagement is a hallmark of all vibrant associations. Involvement is opportunity, and whether you’re looking to network, develop your career, gain leadership skills, or volunteer your time, CFA Society Boston has many ways for you to get involved. 

On behalf of the Society’s leadership and staff, thank you for your membership. I’d like to personally invite you to explore our engagement alternatives and consider how to maximize the benefits associated with your membership.  

I’d also like to thank all CFA Society Boston members who contribute to the Society. You provide the essential information, tools, community, and experiences that help CFA Society Boston continue to meet the high standards our members have grown to expect.

Most sincerely,

Jeffrey B. Augustine, CFA, CFP®
Chair, CFA Society Boston Board of Directors
SUMMARY OF OPPORTUNITIES:
(Respond by 9/1)

MEMBER
PROFILE

JOIN MEMBER
COMMUNITIES

COMMITTEES, INITIATIVES &
TASK FORCES:
  • Membership Engagement
  • Advocacy
  • Ad Hoc
UPDATE YOUR MEMBER PROFILE
We're focused on tailoring messages to your specific interests. To receive pertinent information, please take five minutes and update your member profile. Enhance your visibility by including your social media profiles, a head shot, and professional information. First, sign in with your user name and password. We provide step-by-step instructions on how to login to your account to avoid creating a duplicate record. These instructions also detail how to update your member profile.
LEADERSHIP & LEADERSHIP DEVELOPMENT
  • Board of Directors
  • Education / Programs Advisory Council

PRACTICE EXAM WRITERS
JOIN A MEMBER COMMUNITY
CFA Boston online communities let membership sub-group collaborate on projects, share knowledge, communicate, and connect. This platform also offers distinctly defined tools for web-based collaboration and group-work. For example, community members will have the capability to contribute time-sensitive topics in a blog or discussion, while maintaining knowledge-based articles in a resource library or wiki.

Communities also have the opportunity plan Meet-Ups, a casual style of meeting that combines networking and content. Meet-ups are member-exclusive, free of charge, and take place in different office locations around Boston. The are scheduled at various times during the day and are a good way to help member communities develop as a hub for communicating and sharing common interests, problems, and ideas.
COMMITTEES, INITIATIVES & TASK FORCES
MEMBERSHIP ENGAGEMENT

MEMBER VALUE COMMITTEE
Originally formed in 2010, the CFA Society Boston Member Value Committee will focus on engagement of members in society activities. The committee leverages surveys and member demographic data to inform the value proposition for CFA Society Boston members. Current initiatives include networking events, mentorship program, young leaders programming, skills development, and member recruitment and retention. The goal of the Member Value Committee is to increase awareness of, and involve more members in, society benefits and opportunities. A sub-set of this group will also oversee CFA Boston's Mentorship Program.

CAREER SERVICES TASK FORCE
As part of the society’s strategic plan, career services will be an integral part of member benefits. The Career Services Task Force will focus on identifying member career life-cycles and career opportunities for members. The group will look at enhancing the job board, developing a salary survey, and executing events based on member career needs.

DATA ANALYSIS TASK FORCE
Are you a self-professed data geek? Here's a chance to show off your analytical skills. We need your help to understand member needs and make informed decisions to improve member benefits. This task force will review and analyze member demographics as well as data collected from surveys and focus groups.

YOUNG LEADERS COMMITTEE
CFA Boston's Young Leaders Committee provides younger members with an opportunity to develop a peer network through the society. This group focuses on networking, programming and leadership development.

INVESTMENT RESEARCH CHALLENGE
Mentor a student-team or grade reports as part of the CFA Institute Research Challenge. This challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students gain real-world experience as they assume the role of a research analyst.

MENTORSHIP PROGRAM
CFA Society Boston's Mentorship Program leverages the vast experience of our members, promotes professional development, and enhances members’ value. Members of the Mentorship Committee work to create successful Mentor/Mentee pairings by reviewing Mentor and Mentee applications to best match criteria such as work experience, education, industry niche, areas of interest, and education. 

To apply to be a Mentor or Mentee, complete the appropriate application here .
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ADVOCACY
SUMMARY
CFA Society Boston actively helps to shape policy that promotes fair markets and ethical practices in the investment profession through partnerships, promotion of the CFA charter designation brand, and quality programming. Advocacy initiatives include the Advocacy Task Force, Financial Literacy and Diversity. 

ADVOCACY TASK FORCE
The Advocacy Task Force will prioritize strategic objectives for CFA Society Boston’s advocacy and outreach efforts, including financial literacy, ethics and integrity, and promotion of the charter and the profession to the public.

FINANCIAL LITERACY INITIATIVE
CFA Society Boston’s Financial Literacy Initiative’s mission is to close the financial literacy gap by imparting financial knowledge without conflicts of interest, thereby improving the lives of the current and future investing public, the credibility of our industry and ultimately, the stability of our economy.

This community outreach program makes valuable financial literacy content available to the general investing public (high school onward) through alliances with non-profit groups. The initiative addresses issues such as Personal Finance, Basics of Investing, Retirement, Bonds vs. Equities, Choosing a Bank, and more.
AD-HOC OPPORTUNITIES

AD-HOC ENGAGEMENT TASK FORCE
From time to time CFA Society Boston needs members to complete short-term tasks. If you are not able to contribute or be involved on a regular basis, but would like to be considered for special task force or one-time tasks, this is a great option for you.  

CFA SOCIETY BOSTON MEDIA DIRECTORY
Are you a subject matter expert (SME) who is willing to provide comments to the press on your area(s) of expertise? Journalists need quotes from experts and we want to build a robust media directory to provide them with sources. This is a service we will provide and comments to the press will represent the individual quoted and not CFA Society Boston.
LEADERSHIP & LEADERSHIP DEVELOPMENT
BOARD OF DIRECTORS
Each year, in accordance with our by-laws, CFA Society Boston members elect new officers and directors to serve on CFA Society Boston’s Board of Directors. The Nominating Committee solicits nominations each fall, collects and vets the slate of candidates for consideration, and presents it to the full membership for a vote at the Annual Meeting in June. Any Regular Member of the Society can be nominated for a Board position. Multiple nominations of qualified colleagues are allowed and members may also nominate yourself. 
Watch your inbox this fall for our
annual Call for Nominations .
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EDUCATION AND PROGRAMS ADVISORY COUNCIL
The Programs and Education Advisory Council is a standing body that identifies relevant content, current trends, topics and learning opportunities within the industry for the benefit of members, candidates and local investment professionals. These delivery mechanisms include, but are not limited to:
  • Conferences
  • Webinars
  • Programs
  • Courses
  • Events
Advisory Council members serve as liaisons for the various affinity groups/communities and report directly to the Board of Directors. Each spring, the Nominating Committee reviews applications and recommends new members to the full Council. If you would like to be considered for the 2018-2019 Council, please complete the application. 
PRACTICE EXAM WRITERS
SUMMARY
Each year CFA Society Boston assembles a team of writers for the globally recognized CFA Society Boston CFA® Practice Exam. Writers are responsible for developing questions and solutions that pertain to the current Body of Knowledge.