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External Relations Committee Member - CFA Society Toronto Volunteer Role

The External Relations Committee’s purpose is to increase, engage and manage external relationships that are important to CFA Society Toronto.  Committee members collaborate with Society staff to execute defined deliverables. Committee members should represent the broad range of specializations and subsectors within the industry.

Requirements

  •  Must be a current CFA Toronto member in good standing.
  • Be committed to supporting the Society’s growth and influence in the industry.
  • Be an active participant in promoting and/or attending the Society’s events.
  • Must not have a current leadership role in another professional organization
  • Must have excellent outreach, engagement, relationship management skills and experience.
  • Committed and hands-on individual.
  • Willingness to reach out to personal network.
  • Strong communicator and facilitator.
  • Excellent organizational skills.
  • Proven strategic leadership skills.
  • Must have time to attend necessary meetings, events and committee functions.

Goals

  • To increase the awareness of the CFA Charter and the Society.
  • To support membership recruitment and retention through employer relations and other associations.
  • Assist in increasing non-membership revenues via sponsorship and advertising opportunities with the Society and its marketing opportunities.
  • Engage with other professionals who do not possess the CFA Charter and encourage their membership in the Society as eligible members of the Society’s current membership classes.
  • Work in collaboration with Society and other stakeholders to build and maintain strong and active relationships, activity levels and connectivity with external groups, such as but not limited to employers, other associations and the community at large.
  • Liaise with CFA Societies Canada and the Society’s management in complementing their work and sharing local Society issues and advances within regulation impacting membership.

Time Commitment

  • Average 15-20 hours annually.
  • Committee meetings, sub-committee meetings, ad-hoc email or meetings as necessary.

Duties and Responsibilities

  • Attend and participate in bi-monthly meetings, sub-committee meetings and any ad hoc committee meetings as required.
  • Engage with non-member professionals to encourage their membership in the Society.
  • Actively develop and coordinate new members to the External Relations committee.
  • Work with other committee members and CFA Society Toronto staff to define a stakeholder map for the External Relations Committee and associated target groups.
  • Work in collaboration with CFA Society staff and other stakeholders to maintain, build, and grow strong and active relationships with external organizations and groups, including but not limited to employers, other professional organizations, and our local CFA Society Toronto and investment community.

 

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