2010 Board Organizational Chart - CFA Society
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Executive Committee President Secretary Board Nominations Chair: Past President Committee to includes total 3 board and 2 non-board members. Strategic Planning Chair: Vice Pres •Executive Cmte •Executive Director •Full Board; PCR as appropriate Responsible for Annual and 3-year Strategic Planning, as well as quarterly reviews MarketSegmentation Roundtables Program Managers •Speaker Liaison Plans 9 individual SIG events each FY VendorEvents Program Managers Plans 3-5 individual vendor events each FY Annual Economic Dinner Sub-Cmte Chair •Speaker Liaison •Sponsor Coord. Works with staff to plan late- Jan. dinner Investor Conference Sub-Cmte Chair •Exhibitor Liaison •Speaker Liaison •Sponsor Coord. Plan half-day conference in early-Sept. Employment Chair & Co-Chair •Job Placement Liaison •C.E. Coord •Career Dev Chair Coordinates Employment- related offerings such as the Job and Resume Boards “DayintheLifeof…” Sub-Cmte Chair •Speaker Liaison •Sponsor Liaison Plan & execute 4 events Volunteer Recognition Event Sub-Chair: Volunteer Coord •President Organizes annual event SocialProgramming Sub-Cmte Chair •Program Managers Plan & implement board- and member-driven social networking events BudgetCommittee •Treasurer •Exec Director •Exec Cmte Draw, review & maintain annual budget AnnualSponsorship Sub-Cmte Chair Exec Director •Sponsor Liaisons •Employer Outrch Sub- Chair Develop Annual Sponsor packages and builds relationships Education Chair & Co-Chair •University Liaison •Scholarship Coord •Prep Course Liaison Coordinates Education- related offerings such as scholarships, University outreach & prep- provider relationships “5 O'clockSeries” Sub-Cmte Chair •Speaker Liaison Plans 6 individual events each FY Membership Chair & Co-Chair •Membership Liaison •Volunteer Coord •Career Dev. Chair •PCP Liaison Interfaces with all aspects of Membership Membership Chair Advocacy Chair Programs Chair Employment Chair Education Chair Business/Financial Mgmt Chair CareerDay Sub-Cmte Chair •Speaker Liaison •Sponsor Liaison Plans full-day conference in late April CIOOutreach Sub-Cmte Chair •Speaker Liaison Organizes quarterly events each FY GlobalIRC Sub-Cmte Chair/s •Speaker Liaison •Sponsor Liaison •Judge Liaison Plan local challenge Marketing & Public Awareness Chair & Co-Chair •President •PR Conslt •Mktg Conslt Manages all aspects of Marketing, PR & Advocacy work Strat. Plan Chair PR Firm Programs Committee Chair & Co-Chair •C.E. Coord •Special Project Managers Plans regular educational events; Oversees all program-related sub-cmtes Job SearchForum Group Coordinator Supports unemployed members in their job searches EmployerOutreach •Sub-Cmte Chair •Sponsor Liaison Build relationships with employers for job-placement and sponsorship opportunities RecruiterOutreach •Sub-Cmte Chair •Sponsor Liaison Identify and build relationships with Recruiters Executive Director ex officio NewCharterholderDinner Sub-Cmte Chair •New CH Liaison •Employer/Uni Coord. Plan commencement-style event in Late-Oct. Mentor/SponsorProgram Program Coord Pairs members and mentors Vice President Past President Treasurer Business & Financial Mgmnt Chair: Treasurer •Co-Chair •Secretary •Institute Liaison •Tech Liaison Oversees finances Social Media/Web Print/TV/ Radio MediaGuide •Sub-Cmte Chair •Employer Outrch Sub-Cmte Chair •Sponsor Liaison Build, maintain and distribute list of CFA’s who can be media contacts Advocacy
Transcript of 2010 Board Organizational Chart - CFA Society
Executive CommitteePresident
Secretary
Board NominationsChair: Past President
Committee to includes total 3 board
and 2 non-board members.
Strategic PlanningChair: Vice Pres
•Executive Cmte
•Executive Director
•Full Board; PCR as appropriateResponsible for Annual and 3-year Strategic
Planning, as well as quarterly reviews
Market Segmentation
Roundtables Program Managers
•Speaker LiaisonPlans 9 individual SIG
events each FY
Vendor EventsProgram ManagersPlans 3-5 individual vendor
events each FY
Annual Economic DinnerSub-Cmte Chair
•Speaker Liaison
•Sponsor Coord.Works with staff to plan late-
Jan. dinner
Investor ConferenceSub-Cmte Chair
•Exhibitor Liaison
•Speaker Liaison
•Sponsor Coord.Plan half-day conference
in early-Sept.
EmploymentChair & Co-Chair
•Job Placement Liaison
•C.E. Coord
•Career Dev ChairCoordinates Employment-
related offerings such as the
Job and Resume Boards
“Day in the Life of…” Sub-Cmte Chair
•Speaker Liaison
•Sponsor LiaisonPlan & execute 4 events
Volunteer Recognition EventSub-Chair: Volunteer Coord
•PresidentOrganizes annual event
Social Programming
Sub-Cmte Chair
•Program ManagersPlan & implement board-
and member-driven social
networking events
Budget Committee•Treasurer
•Exec Director
•Exec CmteDraw, review & maintain
annual budget
Annual SponsorshipSub-Cmte Chair
Exec Director
•Sponsor Liaisons
•Employer Outrch Sub-
ChairDevelop Annual Sponsor
packages and builds
relationships
EducationChair & Co-Chair
•University Liaison
•Scholarship Coord
•Prep Course LiaisonCoordinates Education-
related offerings such as
scholarships, University
outreach & prep-
provider relationships
“5 O'clock Series” Sub-Cmte Chair
•Speaker LiaisonPlans 6 individual
events each FY
MembershipChair & Co-Chair
•Membership Liaison
•Volunteer Coord
•Career Dev. Chair
•PCP LiaisonInterfaces with all
aspects of Membership
Membership
Chair
Advocacy
Chair
Programs
Chair
Employment
Chair
Education
Chair
Business/Financial
Mgmt Chair
Career DaySub-Cmte Chair
•Speaker Liaison
•Sponsor LiaisonPlans full-day conference
in late April CIO OutreachSub-Cmte Chair
•Speaker LiaisonOrganizes quarterly
events each FY
Global IRCSub-Cmte Chair/s
•Speaker Liaison
•Sponsor Liaison
•Judge LiaisonPlan local challenge
Marketing
& Public
AwarenessChair &
Co-Chair
•President
•PR Conslt
•Mktg ConsltManages all
aspects of
Marketing, PR &
Advocacy work
Strat. Plan
Chair
PR Firm
Programs CommitteeChair & Co-Chair
•C.E. Coord
•Special Project ManagersPlans regular educational events;
Oversees all program-related sub-cmtes
Job Search ForumGroup CoordinatorSupports unemployed members
in their job searches
Employer Outreach•Sub-Cmte Chair
•Sponsor LiaisonBuild relationships with
employers for job-placement
and sponsorship opportunities
Recruiter Outreach•Sub-Cmte Chair
•Sponsor LiaisonIdentify and build
relationships with Recruiters
Executive Director
ex officio
New Charterholder Dinner
Sub-Cmte Chair
•New CH Liaison
•Employer/Uni Coord.Plan commencement-style
event in Late-Oct.
Mentor /Sponsor ProgramProgram CoordPairs members and mentors
Vice PresidentPast PresidentTreasurer
Business &
Financial MgmntChair: Treasurer
•Co-Chair
•Secretary
•Institute Liaison
•Tech LiaisonOversees finances
Social Media/Web
Print/TV/Radio
Media Guide•Sub-Cmte Chair
•Employer Outrch
Sub-Cmte Chair
•Sponsor LiaisonBuild, maintain and
distribute list of
CFA’s who can be
media contacts
Advocacy
