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The cornerstone of the CFA Society of Seattle is centered around the
volunteer efforts of its members. The Board of Directors encourages members
to become involved on a committee and assume a pro-active leadership role in
promoting the goals of the Society. Please directly contact the respective
Committee Chairperson below, or call the Society office at (206) 304-5053.
BOOK FORUM
Provide quarterly thought-provoking discussions and social interaction via review of selected financial books.
Chair: Cherish Sutull, CFA
Phone: 206-464-5295
Email: :c.sutull@lntyee.com
CFA LIAISON
To best meet the needs of local CFA candidates by providing information and answering questions about the CFA program, facilitating study groups including the current study course conducted with Seattle University.
Chair: Brian Harper, CFA
Phone: 404-451-7432
Email:bharper@harperasset.com
COMMUNICATIONS
The mission of the Communications Committee is to build membership by creating interest in new markets, to increase visibility and value in existing markets and to enhance employer interest in supporting CFA Seattle activities.
Chair: Leisa Western
Phone: 206-283-6760
Email: leisa@absoluteverification.com
COMMUNITY OUTREACH
The Community Outreach Committee is a group of CFA Society of Seattle volunteers that seeks to recognize the Seattle community for the benefits that our members receive from it, and who seek to give back to others in our community who are in need. A key activity is to host an annual dinner at a local homeless shelter.
Chair: Roy A. Hamrick, CFA
Phone: 206-441-9911
Email: :RAHamrick@hamrickinvestment.com
FORECAST DINNER
The Forecast Dinner Committee plans and produces the Annual Gala Dinner event, which furthers all of the societies objectives including education, networking opportunities, and promotion of the "brand" (Charter and Society). Those interested in volunteering are welcome to contact the Co-Chairs!
Chair: Jay Turley, CFA
Phone: 206-340-2105
Email: jay.f.turley@ampf.com
JOB NEWSLETTER/ EMPLOYER OUTREACH
Markets can be inefficient. The goal of the Newsletter is to reduce the informational inefficiencies of our people looking for jobs (our CFA Seattle membership) and the employers in the Seattle area while minimizing costs. Employers pay only $95 for up to a full-page job listing. We, in turn, generally send the Newsletter out to our membership who are interested in a new opportunity in the same day your ad is listed. We continuously strive to improve the process of matching employers and potential new employees, our CFA Seattle members. In year 2004 over 80 Portfolio Manager, Research Analyst, and related professional investment management positions were listed. There are currently 240 subscribers to the Job Newsletter. Post jobs at https://www.cfaseattle.org/ssfa_cfmfiles/job2/joblisting.cfm
Chair: James Walsh
Phone: 425-283-1620
Email: jobs@cfaseattle.org
MEMBERSHIP
The mission of the Membership Committee is to maintain the viability of the society through recruitment of new members and the retention of existing members.
Chair: Leisa Western
Phone: 206-283-6760
Email:leisa@absoluteverification.com
PROGRAMS
The mission of the CFA Society of Seattle Program Committee is to enhance members' investment knowledge and professional practices by providing high quality programming comprised of educational speakers, company speakers, and/or field trips.
Chair: Phillip Vitale, CFA
Phone: 253-576-3940
Email: phillip@filamentadvisors.com
SCHOLARSHIP
The Scholarship Committee of CFA Seattle was set up in the late 1970s to 1) enhance relations with the local educational community and 2) expose the virtues of the analytical community/investmest business through the establishment and award of two scholarships to MBA candidates at local universities. It was funded with the intention of paying for one quarter of public school tuition and books. The Committee has been guided equally by merit (grades) and financial need in making its selection, with the candidate's level of interest in the investment business also serving as a distinguishing factor. Typically, 4-5 CFA Seattle members serve as the Committee, interviewing the 3-5 candidates offered to us by the schools.
Additionally, ten scholarships (5 for June, 5 for December) are granted to CFA candidates to cover all but $150 of registration and exam fees. Preferrence is given to Level I candidates and selection criteria is primarily need-based. Society involvement and/or membership is looked upon favorably.
Chair: Jeff Atkin
Email: atkin@kkra.com
TECHNOLOGY
The mission of the Technology Committee is to efficiently utilize technology to support record keeping, communication and dissemination of information for the CFA Society of Seattle. The committee will serve as liaison with the CFA Institute technology support staff and will inform and advise the Board on issues related to technology that may be relevant to current society activities.
Chair: Lee Thacker, CFA
Email: lthacker@paraport.com
VOLUNTEERS
We are always looking for people to assist with developing programs and events, work on the annual Forecast Dinner, help facilitate the CFA review course, and other important roles that make this volunteer organization a success! Most of these tasks do not require a significant time committment and are a great way to get involved and meet other members.
Contact: Nancy McFadden, CFA
Phone: 206-694-4236
Email: nmcfadden@pughcapital.com
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