Policy Leadership and Functional Organization

2009 -2010

Policy Leadership

Board of Directors

Executive CommitteeCommittee Chairs

Committee Chairs

Policy Leadership

Events (David Shepherd)

Education (Chris Tidmore and Brian Lauzon)

Membership (David Brune)

Media & Communications (Maggie Creed)

Career Services (Mark Byers and Gina Moore)

Outreach (Kristen Boling and Daken Vanderburg )

CFAP Organization (Barry Missett)

Staffed Office

• The Events Committee delivers all of our regular programs such as the monthly Luncheon events, the annual Forecast Dinner and periodic Social Events.

• The Education Committee provides Professional Development services for members plus CFA examination guidance for candidates. Member PD includes member to member “teaching” plus awareness / encouragement for the CFA Institute’s voluntary PD Program and its emphasis on lifetime learning. CFA Candidate services includes partnering with prep course providers facilitating candidate study groups and conduction mock examinations.

• The Membership Committee sponsors new members and encourages interested members to serve as volunteers.

• The Media and Communications Committee delivers the quarterly newsletter, manages the website and maintains the Society’s public awareness.

• The Career Services Committee delivers the annual Career Development Day plus maintains the job posting link on the website.

• The Outreach Committee develops and maintains relationships with Employers (CFA awareness), Universities (Global Research Challenge and CFA awareness). High Schools (investment education) and CFA Institute & Local Societies (share ideas).

• The CFAP Organization Committee coordinates internal functions such as technology, bylaws, strategic planning and operational considerations not directly related to any other Committee function.

Committee Responsibilities

Events CommitteeEvents Chairperson

Downtown Philadelphia (Jeremy Bach)

Suburban Philadelphia (Jason Laird)

Wilmington (Open)

Forecast Dinner (Jim Rowley)

Social Events (Open)

Functional Events (Open)

Equity (Open)

Fixed Income (Open)

Alternatives (Open)

Quantitative Strategies (Val de Vassall)

Education CommitteeEducation Chairperson

Member Professional Development (Chris Tidmore)

CFA Candidates (Chris Tidmore)

CFA Institute PD Advocacy (Open)

Member to Member PD (Open)

CFA Global Body of Knowledge (Paul Emata)

Prep Course Providers (Open)

Study Group Facilitator (Rama Bangad)

Mock Exam (Chris Tidmore)

Membership Committee

Membership Chairperson

Regular Members & Affiliate Members (Joyce Li)

Adjunct Members & Student Members (Joyce Li)

New Member Sponsorship Coordination (Joyce Li)

Volunteer Recruitment & Coordination (Jon Fioravanti)

Media & Communications Committee

Media & Communications Chairperson

Newsletter (Maggie Creed)

Website (Joyce Li and Daken Vanderburg)

Public Awareness (Lucy Momjian)

Career Development Committee

Career Services Chairperson

Professional Development Day (Mark Byers and Gina Moore)

Job Posting Service (Daken Vanderburg)

Lifetime Achievement Award (Open)

Outreach CommitteeOutreach Chairperson

Employers (open)

Academic Community (Daken Vanderberg)

Community Outreach (Open)

CFA Program Advocacy (open)

CFA Society of Philadelphia Advocacy (open)

Scholarship (Mark Barrish)

Global University Research Challenge (Daken V.)

High School Education Sessions (Open)

Wall Street Journal (Open)

CFA Society Relations & Outreach (David Biernacki)

CFA Institute Outreach (Paul Emata)

Distinguished Investors Outreach (John Neff)

Global Interdependence Center (Dom D’Ginto)

CFAP Organization Committee

CFAP Organization Chairperson

Technology (Walter Lenhard)

Strategic Planning (Herb Taylor & Lucy Momjian)

Governance (open)

Bylaws (Barry Missett)

IMIS Applications (open)