Search

About Us
Committees

Standing Committees

The Standing Committees are Board committees defined in the Society by-laws which oversee CFA Society Toronto’s finance, governance, membership and more.

All Standing Committees are responsible for recruiting new CFA Society Toronto members. Each Committee Chair is responsible for providing leadership and continuity. Standing Committees are also encouraged to organize programs jointly with other Society committees when appropriate. The following committees fall under the Standing Committees portfolio.

Executive

Chair:  Brian Madden, CFA
Past-Chair: Mari Jensen, CFA 
Treasurer:  Bobby Thompson, CFA 

The Executive Committee is outlined in by-law 3.0. It is a standing committee that consists of the Chair, immediate Past Chair, and Secretary-Treasurer. It is responsible for the oversight of the Society's Chief Executive Officer and acts in place of the Board when decisions are essential between Board meetings.

Finance & Audit

Chair: Bobby Thompson, CFA


The Finance & Audit Committee provides financial oversight of the Society and all assets, consistent with the best interests of members. It is also responsible for the review and analysis of quarterly financial statements, providing summaries and reviews of this analysis on an ongoing basis to the Board. The group oversees CFA Society Toronto financial and audit systems for financial integrity and the process for monitoring compliance as it relates to financial integrity. The Committee approve written procedures and internal controls for execution of the investment policy as well as review, develop and endorse financial vendor services including banking, controllership, and audit and tax services.

Governance & Nominations

Chair: Minal Upadhyaya

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. The Governance & Nominations Committee also recommends 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.

Membership

Chair:  Andrew Morgan, CFA


The Membership Committee is outlined in by-law 5.0. The Membership Committee is responsible for ensuring 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.