Board of Directors Candidate Application

Candidate Application for CFA NY Board of Directors

Submission deadline is November 9, 2018.

Name of Applicant*

First Last

Membership Status/Type*

Regular
Professional
CFA Candidate

Contact Information & Availability

Name*

First Middle Last

Address*

Street Address Address Line 2 City State ZIP Code

Preferred Phone #*

Preferred Email Address*

Enter Email Confirm Email

I live and work in the tri-state area:*

Yes
No

Number of days per year spent in the tri-state area?*

(365 Days) - (Annual Travel Days) = Total

Are you available to meet in-person or on the phone as matters arise?*

Yes
No

Are you comfortable with the potential time commitment associated with being an active member of the Board?*

Yes
No

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:

How long have you been a member of CFA Society New York?*

Please provide the total number of years in the field above.

How long have you been a CFA charterholder?*

Please provide the total number of years in the field above.

What year did your current, continuous, CFA Society New York “Regular Membership” (a CFA charterholder member) tenure begin?*

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 ______.”

Excluding CFA NY, have you been a "Regular Member" (CFA charterholder member) of any [other] CFA Societies? If so, please list them below, as well as the related continuous years you spent as a "Regular Member"

CFA Society	Membership 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:

Position	Year(s)	Details (optional)
Board Member	2017-19
Chair, Young Leaders Group	2019-21	Started successful group-specific monthly newsletter and increased group membership
Panelist, Ben Graham Conference	2018

Experience Includes:*

Position	Year(s) Served	Details (optional)

Feel free to add as many rows as necessary.

Additional Notes or details? (Optional)

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.

Industry*

Specialization*

Size of Firm (number of employees):

Would your firm be supportive of your service on the CFA NY Board?*

Do you have experience serving on a board, particularly a non-profit board?*

Yes
No

Please detail your experience.*

Additional Notes or details? (Optional)

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

Upload at least two (2) reference letters, and a current CV (not exceeding 2 pages), here:*

Drop files here or

Max. file size: 5 MB, Max. files: 5.

Applicant Certification

Date Signed

I attest that:*

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.

Confirm

Your Signature*

Use your mouse to sign above by clicking within the input field and dragging your cursor.