Types of Committees
CFA Society Toronto offers various programs, events, and courses throughout the year. These events are primarily driven and supported by dedicated volunteers from numerous committees. The committees fall into the following categories:
- member services committees
- outreach committees
- programming committees
- standing committees
Member Services Committees
The purpose of the member services committees are to serve the membership, provide various benefits for the different segments of the membership, and identify opportunities to enhance overall member satisfaction. A member services committees representative will act as a liaison between the Board of Directors and relevant committees in member services matters. This representative will also work to facilitate communication and member services to the current membership and some outside parties. The following committees fall under the Member Services portfolio: Career Management, Member Communications and Mentorship.
The purpose of the outreach committees are to raise awareness of the importance of the CFA brand and designation, CFA Institute, and CFA Society Toronto as a whole, within and outside of the investment community. An outreach committees' representative serves as a liaison between committees and the CFA Society Toronto Board, and the management office on projects to raise awareness of CFA Society Toronto, CFA charter, and CFA Institute. A key objective of this representative is to ensure that we foster relationships with top employers, regulators, and Ontario Business Schools with the goal of achieving recognition of a global designation that symbolizes knowledge, professionalism, and integrity. This role works to educate and engage Society members regarding the CFA brand, as well as key regulatory and governance issues. The following committees fall under the Outreach portfolio: Awards & University Relations and External Relations & Advocacy.
The purpose of programming committees is to provide concentrated programming on issues that are timely and of interest regarding targeted investment themes such as skills, career and personal development, as well as outreach and advocacy. This is done through various educational programs and informational networking events that are appropriate to the subject matter and targeted audience. These include, but are not limited to: seminars, workshops, courses, conferences, evening network events, roundtables, and events with other reputable professional organizations in the financial markets.
Standing committees are Board committees defined in Society by-laws and have special oversight functions. The following committees are standing committees: Audit, Executive, Finance, Governance & Nominations Committee and Membership.
Committees are also encouraged to organize programs jointly with other committees within the Society, where appropriate. Finally, all committees are tasked with the responsibility of attracting new members, and committee Chairs are tasked with the ongoing purpose of providing leadership and continuity.
Audit Committee (Standing)
Chair: Alain Bergeron, CFA
The Audit Committee is outlined in by-law 6.0. It is a standing committee composed of a minimum of three Directors (Board Members), including a committee chair, to be selected by the Directors who are not members of the Executive Committee. Members of the committee must not be members of the Executive Committee and members must be appointed within 30 days of each new Board term. It consists of members who are financially literate, as determined by the Board, and at least one member shall have accounting or related field experience. Where there is no Director with the required accounting or related field experience, the Board shall select an additional committee member from outside the Board with the required experience. This person shall participate on the Audit Committee in an ex-officio (without voting rights) capacity. The Audit Committee shall adopt and follow a formal written charter that is approved by the Board and that sets out the scope of the Audit Committee's responsibilities and review this charter at least annually and revise if necessary.
Awards & University Relations (Outreach)
Chair: Noam Silverstein, CFA
Vice Chair: Raj Arora,CFA
Purpose of the Awards Committee is to organize, promote, and monitor CFA Society Toronto's Awards Program, which includes the CFA Institute Research Challenge (Ontario), scholarships to undergraduates and CFA Candidates, the CFA Society Toronto & Hillsdale Canadian Investment Research Award, and the CFA Society Toronto Fellowship Award.
The University Relations Committee works to build relationships with Ontario business schools' faculty and student associations to improve awareness of the CFA Program and highlight CFA Society Toronto's role in the investment community. This is accomplished primarily through presentations to students, the annual scholarship program, and by fulfilling faculty and student requests for information or speakers.
Career Management (Member Services & Programming)
Chair: Paul Hamilton, CFA
Vice Chair: Jenifer Rush, CFA
Senior Advisor: Irene Barone
Purpose of the Career Management Committee is leadership and professional development programming focused on improving members' skills to enhance their career prospects. This would include events and courses targeting areas such as leadership, communication, presentation skills, networking, career discussions, industry trends on talent needs, and transferable skills. Examples of events include: Board of Directors' Panel, Leadership in Finance Panel, Career Chats, networking socials, as well as communication, branding, negotiation, and decision-making workshops.
Continuing Education (Programming)
Chair: Lee McNab, CFA
Vice Chair: Kathrin Forrest, CFA
Senior Advisor: Sean Cleary, CFA
Purpose of the Continuing Education Committee is the creation and identification of continuing educational programming that addresses members' ongoing business and professional development needs. These practitioner-targeted programs are primarily classroom, workshop, or seminar style, with various durations delivered in person or electronically. They may be half day, full day, or longer conferences in conjunction with other committees. A more immediate objective is to work closely with other program committees to refine our existing offerings and add new programs to complement their offerings and/or fill gaps ion their continuing education offerings.
Corporate Finance (Programming)
Chair: Ankit Arora, CFA
Vice Chair: TBD
Purpose of the Corporate Finance Committee is to develop high-value and topical programming on corporate finance. Subject areas include, but are not limited to: investment banking (equity and fixed-income), mergers and acquisitions, levered buy-outs, and securitizations. Programming targets leading-edge issues in corporate finance, as well as technical and practical training.
Chair: Chris Sheridan, CFA
Vice Chair: Cathy Dimitriadis, CFA
Senior Advisor: John Stephenson, CFA
Purpose of the Equity Committee is to develop high impact, high value, topical educational programs and events, generally centered on equity markets. These include, but are not limited to: investment strategies and economic analysis, stock or sector analyses and valuations, company presentations, regulatory or trading system developments, and other subjects that are of interest to institutional and private client portfolio managers, buy-and sell-side analysts, traders, and those participating in equity markets.
Chair: Dan Lavallee, CFA
Vice Chair: Pamela Steer, CFA
Treasurer: Brenda King, CFA
Past Chair: Anish Chopra, CFA
The Executive Committee is outlined in by-law 3.0. It is a standing committee that consists of the Chair, Vice Chair, Immediate Past Chair, and Secretary-Treasurer. It is charged with oversight of the Society's chief executive officer and acts in place of the Board when decisions are essential between Board meetings.
External Relations & Advocacy (Outreach & Programming)
Chair: Nino Boezio, CFA
Vice Chair: Parham Nasseri, CFA
Purpose of the External Relations & Advocacy Committee is to raise awareness and profile for CFA Society Toronto, the CFA Charter, and CFA Institute, and to educate and engage Society members on key regulatory and governance issues, including regulatory oversight of markets.
Chair: Brenda King, CFA
Vice Chair: TBD
Purpose of the Finance Committee is financial oversight of the Society, consistent with the best interests of our members. Key responsibilities include: developing and drafting financial policies and procedures for Board approval, overseeing the annual budget process, and reviewing interim financial statements. It is also responsible for examining differences between budget and expenditures, and providing summaries and reviews of this analysis on an ongoing basis to the Board.
Fixed Income (Programming)
Chair: David Matheson, CFA
Vice Chair: Kevin Dickinson, CFA
Senior Advisor: John Carswell, CFA
Purpose of the Fixed Income Committee is to provide concentrated programming on issues that are timely and of interest to fixed income investing and markets in general. This is done through educational, informational, and networking events appropriate to the subject matter and the targeted audience. These include, but are not limited to: investment strategies and economic analysis, credit analyses and bond valuations, regulatory or trading system developments, and other subjects relevant to institutional and private client portfolio managers, analysts, traders, and those participating in fixed income markets.
Governance & Nominations Committee (Standing)
Chair: Anish Chopra, CFA
The Governance and Nominations Committee is outlined in by-law 4.0. It is a standing committee that consists of the Immediate Past Chair as the Chair, the Vice Chair, one director, and three individuals outside of the Board who are regular members in good standing of the Society. The Board is responsible for selecting the Governance & Nominations Committee members on the recommendation of the Chair. This committee acts as a resource to the Board in the form of developing and giving oversight to the Society's chosen governance principles and the model that will ensure these principles and processes achieve the Board's aims. They recommend individuals for consideration as directors and officers. The Vice Chair will be a non-voting member of the Governance & Nominations Committee and will recommend individuals for consideration as directors and officers.
Chair: David Brattan, CFA
Vice Chair: TBD
Purpose of the Kitchener-Waterloo Committee is to provide a diverse selection of high-quality events to Society members, targeted non-members, finance students and professors from local universities and colleges in the Kitchener, Waterloo, Guelph, Cambridge, London, and surrounding areas.
Events will be topical, have educational value, and provide attendees with the opportunity to network and socialize. Content will be designed with broad appeal to attract the varied investment-related professions of CFA charterholders in the area. A key initiative is to partner with Toronto and other CFA societies to transmit events via live webcasts and webinars to our area members.
Other goals will include developing university relations and employer outreach capabilities to raise awareness of the CFA charter.
Member Communications (Member Services)
Chair: Devin Crago, CFA
Vice Chair: TBD
Purpose of the Member Communications Committee is communicating to members and outside parties the activities, accomplishments, objectives, and services of the Society with the goal of enhancing members' knowledge bases and networking opportunities. This is done primarily through the presentation of topical articles and other information in The Analyst, published quarterly, and through the Society's website.
This committee also participates in and provides insight regarding:
- content, design, and functionality of the Society's website
- social media initiatives (such as CFA Society Toronto's LinkedIn presence and other related tools)
- development of an online version of The Analyst, with links to other electronic capabilities of the Society
- research and guidance on alternative ways staff can improve member communication capabilities
Chair: Brian Madden, CFA
Vice Chair: Answerd Ramcharan, CFA
Board Member: Dan Lavallee, CFA
The Membership Committee is outlined in by-law 5.0. Purpose of the Membership Committee is to ensure that membership applications to CFA Society Toronto are reviewed in a timely, accurate, and consistent manner, and to act as a liaison between CFA Society Toronto Board of Directors and CFA Institute.
Mentorship (Member Services)
Chair: Terri Ellis, CFA
Vice Chair: Michael Schankula, CFA
Senior Advisor: John Ewing, CFA
Purpose of the Mentorship Committee is to oversee the mentorship program and pair mentors with protégés (in a way that enables the best possible matches for both and supports the integrity of the program). In addition, the committee will coordinate events that add further value to those participating. Events can include the "Day in the Life Of" series, resume workshops, soft skills courses, and networking functions. It will also be supported by coaching sessions and biannual evaluations to continuously monitor and improve the quality of programming.
Portfolio Management (Programming)
Chair: Grace Yu, CFA
Vice Chair: James Davis, CFA
Purpose of the Portfolio Management Committee is to provide relevant and timely content related to managing both institutional and private client investment portfolios. Programs will generally concentrate on analyses, analytics, and management issues associated with managing a multi-asset investment portfolio and will strive to promote and encourage high standards in their management. The committee encourages interaction with other committees and organizations in order to share ideas and provide the highest level of quality and service for the benefit of Society members.
Private Client (Programming)
Chair: Keith Pangretitsch, CFA
Vice Chair: Zubair Ladak, CFA
Senior Advisor: Marg Franklin, CFA
Purpose of the Private Client Committee is to develop programming targeted at private wealth practitioners, enabling them to provide better advice and service to their clients. The committee strives to bring to membership the most current industry thought that is consistent with CFA Institute's Private Wealth Management Body of Knowledge through seminars, workshops, and full-length conferences. Broad subject areas include clients management, investments and investment practices, practice marketing, and practice management.
Risk Management & Alternative Investments (Programming)
Chair: Catherine Marshall, CFA
Vice Chair: Sadiq Alladina, CFA
Senior Advisor: Vadim Gracie, CFA
Purpose of the Risk Management & Alternatives Committee is to identify and examine current issues in the investment process related to risk management and the use of alternative assets and strategies in the investment portfolio. The committee organizes educational programming and events such as workshops, conferences, and networking events, some of which will include other organizations.
Social Media Sub-Committee
Chair: Devin Crago, CFA
Purpose is to amplify our Social Media presence through volunteer engagement and collaboration, information sharing and topical. The committee strives to: build a digital footprint, build online engagement, grow/build contact with Society membership via online mediums and to share and create value.