312-251-1301 info@cfachicago.org

Event Detail

Annual Business Meeting & Networking Reception (Members Only) (Ended)

Date, Time, and Location:
Thursday, June 15, 2017 (add this event to your Outlook Calendar)
5:00 pm - 7:00 pm
Wyndham Grand Riverfront Chicago, 71 E. Wacker Drive, Chicago, IL  60601   (Driving Directions)

We are pleased to invite you to join your fellow members on June 15, 2017 for the CFA Society Chicago Annual Business Meeting. Leadership will provide a year-end review in addition to a strategic overview of the organization. As stakeholders in the Society, learn more about the future plans and goals of CFA Society Chicago. Regular members will vote on the nominated slate of Directors before formally recognizing outgoing society leaders. The business meeting will be followed by a complimentary cocktail reception.

CFA Society Chicago Board of Directors

CFA Society Chicago is pleased to announce the following candidates nominated for the 2017-2018 CFA Society Chicago Officers and Board of Directors. View the proposed slate of 2017-2018 Officers and Directors with full bios.

New one-year term ending June 30:
Chairman: Marie Winters, CFA 2018
Vice Chairman: Thomas Digenan, CFA 2018
Secretary/Treasurer: Tanya Williams, CFA 2018


New three-year terms ending June 30:
Class C Jenifer Aronson, CFA 2020
Class C Kathy Buck, CFA 2020
Class C Cosmin Lucaci, CFA 2020
Class D Douglas Jackman, CFA 2018
(Immediate Past Chair)
New one-year term ending June 30:
Class E Nickol Hackett (non-member) 2018
Class E Kunal Kapoor, CFA 2018
Class E Michelle McCarthy Beck 2018
Class E Levoyd Robinson, CFA (non-member) 2018


Directors continuing in their respective terms ending June 30:
Class B: Stephen Cummings, CFA 2018
Class B: Jeff Kernagis, CFA 2018
Class B: Alex Roever, CFA 2018
Class A: RJ Bukovac, CFA 2019
Class A: Dan Kastholm, CFA 2019
Class A: Doug Laskowski, CFA 2019
Chief Executive Officer:
Shannon Curley, CFA

Note that the Executive Committee is comprised of the following positions; Chairman, Vice Chairman, Secretary/Treasurer, Immediate Past Chairman, and Executive Director.

The 2016-2017 Governance and Nominating Committee:

Kerry Jordan, CFA - Chair, Immediate Past Chair
Katherine Buck, CFA - Non Board Member
Keith Cardoza, CFA - Non Board Member
Nickol Hackett - Board Member
Lyndon Taylor - Board Member
Doug Jackman, CFA - (Chairman) (ex-officio)
Marie Winters, CFA (Vice Chair) (ex-officio)
Tom Digenan, CFA (Secretary Treasurer) (ex-officio)
Shannon Curley, CFA (Permanent Staff Liaison)

CFA Society Chicago is pleased to announce the candidates nominated for the 2017-2018 CFA Society Chicago Officers and Board of Directors. While we hope you will join us in person, we will accept directed proxies online, as well as via mail or fax from regular members. You will need your CFA Institute number and your password to login to see the slate and to submit a proxy. If you have problems logging in, please contact the CFA Society Chicago office at (312) 251-1301. Thank you for your membership and your participation in this election.

View the online proxy form

View the mail/fax proxy form

Members - Complimentary
(pricing underwritten by CFA Society Chicago)

Attire: Business Casual

Menu: Light hors d'oeuvres, complimentary bar

Register: Online

5:00 pm - 5:30 pm - Networking & Registration
5:30 pm - 6:00 pm - Annual Business Meeting
6:00 pm - 7:00 pm - Networking Cocktail Reception

*Special Notes Regarding Fees:
Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, June 9th. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.