2016-2017 Call for Nominations

The board of directors is seeking nominations for the following positions/portfolios for the 2016-2017 year.
  • Director, Portfolio to be vacated with Vice Chair nomination
  • Director, Programming Vice Chair


The Governance and Nominations Committee will be looking for candidates who possess the following qualities:
  • strong commitment to the CFA designation
  • reflects the diversity of CFA Society Toronto
  • able to devote the requisite time to fulfill the duties as board members
  • strong leadership orientation and a desire to add value to the profession and its members
We encourage you to complete and return your candidate nomination form or sponsor form for a board nominee below. Board of Director positions are open to charterholders who are regular members in good standing of CFA Society Toronto. Terms are one-year renewable to a maximum of three years.

Deadline for submissions is Monday, March 21, 2016 at 5:00 p.m. EST

Should you have any questions or require further information, please contact Norma Summers, Director, Operations at 416.366.5755 x224 or nsummers@cfatoronto.ca.

Candidate Nomination Form (PDF)
Sponsor Form (PDF)

Director, Portfolio to be vacated with Vice Chair nomination

Director, Programming Vice Chair
Scope of the Position
This volunteer position is responsible for overall coordination and execution of professional development programs for CFA Society Toronto members.  This position, along with the Chair, programs oversees all program activities representing various asset classes and sectors to ensure appropriate coverage and scope.  The Chair and Vice Chair also serve as members of the board of directors.  Execution of these roles is conducted through a number of committees with over 100 volunteers.


    • Provide leadership in generating effective programming to meet the professional development needs of the CFA Society Toronto membership
    • Focus on quality control, performance, efficiency and member requirements to create and sustain a standard of excellence
    • Ensure that the programming committee structure is able to fulfill these goals

  • Duties and Responsibilities

    • Attend all meetings of the board
    • Manage committee structure to ensure committee heads are sufficiently motivated and understand the parameters of their involvement with the society, thus motivating the members of their own respective committees
    • Oversee the activities of individual committees and special-purpose subgroups to ensure coordinated delivery of effective programming
    • Work with committee chairs to review event timing, formats, topics, attendance, member feedback to improve our professional development offers
    • Liaise with relevant management office members to ensure events are supported, marketed and delivered on a seamless, cost-effective basis
    • Hold program committee chair meetings on a periodic basis
    • Report to the board on professional development activities


    Time Commitment

    • Average 2-4 hours per week, program committee meetings [monthly or bi-monthly] periodic meetings and 10 board meetings per annum.


    • Active attendee/participant in CFA Society Toronto events
    • Prior experience as committee member preferred
    • Exposure to/experience with continuing education programs in other professional associations
    • Strong verbal and written communication skills
    • Coaching, mentoring volunteers in other not-for-profit/community initiatives considered an asset
    • Proven strategic leadership skills
    • Excellent organizational skills; ability to motivate and delegate
    • Strong communicator and facilitator
    • Commitment to the mission, strategies, and work of the society