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Board of Directors Candidate Application

Board of Directors Candidate Application
  • Candidate Application for CFA NY Board of Directors

    Submission deadline is November 9, 2018.
  • Contact Information & Availability

  • (365 Days) - (Annual Travel Days) = Total
  • Tell Us About Your History of Involvement with CFA Society New York

    Please add as much detail—or additional rows, where applicable—as you would like to answer the following questions:
  • Please provide the total number of years in the field above.
  • Please provide the total number of years in the field above.
  • Current, continuous status as a “Regular Member” only. Years spent as a nonmember should not be included in the start year provided above.

    ”I I have been a Regular Member (CFA Charterholder) of CFA Society New York continuously since ______.”
  • CFA SocietyMembership Span (YYYY - YYYY) 
    Example:
    CFA Society Chicago | 2013-2017
  • CFA Society New York Leadership

    Please list your CFA NY experience, including leadership positions, with the year(s) served in each position
    Examples:
    PositionYear(s)Details (optional)
    Board Member2017-19
    Chair, Young Leaders Group2019-21Started successful group-specific monthly newsletter and increased group membership
    Panelist, Ben Graham Conference2018
  • PositionYear(s) ServedDetails (optional) 
    Feel free to add as many rows as necessary.
  • If you'd like to offer any additional notes or details regarding your CFA Society New York experience, feel free to do so here.
  • Current/Most Recent Employer

    Include any information you feel necessary to describe your firm and your role.
  • If you'd like to offer any additional notes or details regarding your industry/employment experience, feel free to do so here.
  • Please upload/attach the following

    Two (2) Letters of Reference
    Ideally
    • One from a current employer or client if currently employed/consulting
    • One from a CFA NY "Regular Member" (CFA charterholder member)
    A current CV
    Parameters
    • Two-page maximum for CV document
  • Drop files here or
    Max. file size: 5 MB, Max. files: 5.
    • Applicant Certification

    • I am a Member in good standing of CFA Society New York. I have completed this application and the attached documents, and all of the information contained in this application and the attached documents is true. I have read the job description of the position for which I am applying. I understand what my duties and role would be and, if selected as a candidate for the role and approved by the membership of CFA Society New York, I am willing to make the commitment of time and energy required for service on the CFA Society New York Board of Directors.

      I understand that it is the expectation of CFA Society New York that people who accept leadership positions on the CFA Society New York Board of Directors recognize that leadership entails:

      • Mentoring and supporting other members

      • Working cooperatively and in good faith with all other CFA Society New York constituents, including members of the Board of Directors, committee leaders, members, and staff

      • Being and remaining in good financial standing at CFA Society New York

      • Meeting the Board of Directors basic criteria, including attendance at meetings, participation on at least one board committee, and signing the governance forms

      In consideration of, and as a condition of, being considered by CFA Society New York as a nominee for election to the Board of Directors, the applicant, by signing this application, does hereby expressly represent and agree that he or she will comply with all applicable law, rules and regulations and the policies of CFA Society New York, will maintain CFA Society New York’s nonpublic information as confidential, will observe and discharge all duties of a director of CFA Society New York in good faith (if nominated and elected) and will not commence any lawsuit or proceeding against CFA Society New York related to or arising out of the nomination and/or election processes.
    • Use your mouse to sign above by clicking within the input field and dragging your cursor.
    Save and Continue Later

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