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How To Join
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Sponsorship & Services
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Event Sponsorship
Advertise in the Analyst
Facility Services
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CFA Society Toronto & Hillsdale Canadian Investment Research Award
Undergraduate Finance & Economic Scholarship Awards
University Outreach
CFA Institute Research Challenge
Canadian Ethics Challenge
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University Outreach
/
Internal University & College Outreach Notification Form
University Outreach Program
Hello UR Cmte Member or Student Ambassador! This outreach notification form will allow you capture an outreach request you've created. If you have any questions, please feel free to
contact us
.
Please fill out a separate request form for each unrelated event.
Student Ambassadors, if you need to request a UR Cmte Member representative for an event that you maybe attending or have coordinated, please use the appropriate fields below.
Institution's Information
University, College or Non-profit Name
Click to add
Group Name
Click to add
(Department, course, student organization, etc.)
Outreach Information
Event Name
Click to add
(If applicable)
Date of Event
Click to add
(If applicable)
Event Time
Click to add
(If applicable)
If you do not have a determined date and time for your event, please explain open options.
Click to add
Does this outreach request coincide with a submitted sponsorship request?
Yes
No, stand-along outreach request
Sponsorship Application Code
Click to add
If you answered 'yes', please indicate the Sponsorship Application Code you created for your application.
Outreach Location Address
Click to add
(If applicable, include building name, room number, etc.)
Attendance Number
Click to add
(Approximate or actual)
You can list up to 2 different outreach roles for a single event.
Please note...
Networking Representative(s) (General) would be your option if you'd be attending an event to casually socialize with your event guests and participants.
Role Notification 1
1. What type of outreach role?
CFA Designation/Personal Career Story Presenter
CFA Institute Ethical Decision-making Presenter
Keynote Speaker
Panelist
Competition Judge
Networking Representative (General)
Networking Representative (Booth)
Other
Click to add
Role (1) remote option - If you've selected CFA Designation/Personal Career Story Presenter could this representative present remotely via tech? If yes, we'll reach out with more information.
Yes
No
N/A
Role (1) Time fame?
Click to add
When will this outreach representative be needed?
Role Notification 2
2. What type of outreach request?
CFA Designation/Personal Career Story Presenter
CFA Institute Ethical Decision-making Presenter
Keynote Speaker
Panelist
Competition Judge
Networking Representative (General)
Networking Representative (Booth)
Other
Click to add
Request (2) remote option - If you've selected CFA Designation/Personal Career Story Presenter could this representative present remotely via tech? If yes, we'll reach out with more information.
Yes
No
N/A
Role (2) Time fame?
Click to add
When will this outreach representative be needed?
For Student Ambassador use
I'm a Student Ambassador and I've coordinated to have a UR Cmte Member to attend this event. UR Cmte Member Name:
Click to add
Coordinated UR Cmte Member's appointed role
CFA Designation/Personal Career Story Presenter
CFA Institute Ethical Decision-making Presenter
Keynote Speaker
Panelist
Competition Judge
Networking Representative (General)
Networking Representative (Booth)
Other
Click to add
If the UR Cmte Member is presenting could this representative present remotely via tech? If yes, we'll reach out with more information.
Yes
No
N/A
I'm a Student Ambassador and I'm in need of a UR Cmte Member outreach representative
UR Cmte Member role time fame?
Click to add
When will this outreach representative be needed?
Needed UR Cmte Member role request
CFA Designation/Personal Career Story Presenter
CFA Institute Ethical Decision-making Presenter
Keynote Speaker
Panelist
Competition Judge
Networking Representative (General)
Networking Representative (Booth)
Other
Click to add
If the UR Cmte Member is presenting could this representative present remotely via tech? If yes, we'll reach out with more information.
Yes
No
N/A
Needed UR Cmte Member role time fame?
Click to add
When will this outreach representative be needed?
Request (3) Response Deadline
Click to add
What is the deadline for us to find you a representative?
CFA Society Toronto Swag Request
We have CFA Society Toronto swag we can mail or courier out for your event.
Since we receive quite a few swag requests, a maximum of 30 of each items listed below can be offered per event.
We need swag for...
Handout Bags
Sponsor(s) Table/Handout Table
Our Networking Booth
Other
Click to add
Swag Items
CFA Society Toronto Info Brochures
2019-2020 University Relations Programs Flyers
Branded Pens
Branded Paper Pads
Branded Tote Bags
Branded Cell Phone Card Holders
Applicant's Contact Information
Given Name
Click to add
Surname
Click to add
I am...
Faculty
Administration
Student
Other
Click to add
Faculty, Administration, Student Association or Other Job Title
Click to add
Phone:
Click to add
E-mail:
Click to add
Swag contact confirmation
Please mail or courier swag to applicant's contact information.
Please mail or courier swag to contact below.
N/A
Given Name
Click to add
Surname
Click to add
Address
Click to add
Phone
Click to add
I am...
Faculty
Administration
Student
Other
Click to add
Faculty, Administration, Student Association or Other Job Title
Click to add