312-251-1301 info@cfachicago.org

Event Detail

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

Date, Time, and Location:
Monday, June 22, 2015 (add this event to your Outlook Calendar)
5:00 pm - 7:00 pm
Chase Tower, 21 S. Clark Street, Chicago, IL  60603   (Driving Directions)

All members are invited to attend the Annual Business Meeting for CFA Society Chicago, where we will present the nominated slate of Directors and Officers, recommended bylaws changes and provide a strategic overview of the organization. Regular members will vote on the nominated slate of Directors and Officers and revised bylaws before formally recognizing our outgoing society leaders. The short business meeting will be followed by a complimentary cocktail reception.

CFA Society Chicago Bylaws
View the proposed bylaws - final form
View the proposed bylaws - with track changes

CFA Society Chicago Board of Directors
View the proposed slate of 2015-2016 Officers and Directors with full bios

CFA Society Chicago is pleased to announce the candidates nominated for the 2015-2016 CFA Society Chicago Officers and Board of Directors. "We are very excited for all the nominees, which through a rigorous process led by Immediate Past Chairman Gautam Dhingra, CFA, were chosen to represent the diverse sectors of the investment and finance communities of Chicago", said Shannon Curley, CFA Executive Director of the CFA Society Chicago. "The highly regarded candidates ensure that CFA Chicago will continue to grow and evolve to the benefit of all our members by leading the investment profession in the promotion of the highest standards of ethics, education and professional excellence in the investment community."

Thank you for your membership and your participation in this election. 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 Chicago office at (312) 251-1301.

OFFICERS
New one-year term ending June 30:
Chairman:Kerry Jordan, CFA2016
Vice Chairman:Doug Jackman, CFA2016
Secretary/TreasurerMarie Winters, CFA2016

 

DIRECTORS
New three-year terms ending June 30:
Class AStephen Cummings, CFA2018
Class AThomas Digenan, CFA2018
Class AAlex Roever, CFA2018

New two-year term ending June 30:
(Serving remaining 2 years of Jackman term)
Class CMark Schmid (pending membership)2017

New one-year term ending June 30:
Class EWilliam Atwood (non-member)2016
Class ECheryl Francis (non-member)2016
Class EJustin Sheperd, CFA2016
Class ELyndon Taylor (pending membership)2016
Class D
Christopher T. Vincent, CFA
Immediate Past Chair
2016

 

INFORMATION ONLY:
Directors continuing in their respective terms ending June 30:
Class B:Patricia Ann Halper, CFA2016
Class B:Stephen Potter2016
Class B:Robert A. Taylor, CFA2016
Class C:Christopher Mier, CFA2017
Class C:Maura Murrihy, CFA2017

Executive Director:
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.

View the online proxy form

View the mail/fax proxy form

Fee*:
Members - $45 Free
(pricing underwritten by CFA Chicago)

Attire: Business Casual

Menu: Passed hors d'oeuvres, complimentary beer, wine & soda

For Reservations: Register below

Agenda:
5:00 - 5:30pm: Networking & Registration
5:30 - 6:00pm: Annual Business Meeting
6:00 - 7:00pm: 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 17. 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.