CFA Society Boston Board of Directors Opportunities

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Signup Deadline: 04-09-2021
Starts: 07-01-2021
Ends: 06-30-2022



The CFA Society Boston Nominating Committee is actively seeking nominations for the 2021 – 2022 Board of Directors. The Board of Directors is the governing body of the organization, responsible for strategic planning and fiduciary oversight of CFA Society Boston. The Board of Directors is led by the Chair of the Board and is supported by the CFA Society Boston staff.

In 2021, the Board of Directors approved a new strategic plan that focuses on three key areas:

  • Professional Development
  • Community engagement
  • Diversity and Inclusion

In order to support the goals of the strategic plan, CFA Society Boston and its nominating committee is looking for candidates who can contribute to these objectives. Specifically, diverse candidates are encouraged to apply. There is also a need for subject matter experts in FinTech (AI, Machine Learning, Crypto Currency, eg); Private Wealth, Investor Education, University Outreach and most importantly, Diversity and Inclusion.

Key Responsibilities

  • Set the strategy for the organization
  • Oversee the chief staff officer
  • Attend quarterly board meetings
  • Create best practice policies
  • Participate in board committees
  • Promote the organization externally
  • Help with speaker connections
  • Provide fiduciary oversight
  • Other duties as required

Time Commitment

The Board of Directors meets for 2 hours every quarter. Board members are expected to sit on 1-2 board committees, which will require a minimum monthly commitment of 2 hours. Board members are expected to communicate through the CFA Society Boston social platform, Connect.

Volunteers Needed

  • 3 Director positions
  • 1 Chair
  • 1 Vice Chair
  • 1 Secretary
  • 1 Treasurer
  • 1 Chair of Education and Programs



  • Must be a regular member of CFA Society Boston in good standing
  • 3-5 years industry experience
  • Diverse candidates encouraged to apply


Volunteers Needed:

8 (5 open slots)

Experience Required:

4 - 6 Years Industry Experience




Jeanne Wolf
CFA Society Boston