Key Responsibilities

• Acts as a liaison with the accounting profession and conducts periodic searches for accounting firms to conduct the Society’s annual audit.
• Members submit and review Requests for Proposal for auditing services and recommend future audit firms to the Board of Governors.
• Members may be asked to attend one Board meeting each year.

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Key Responsibilities

• Advises the Board of Governors on investment actions and other financial matters as necessary.
• Maintains powers and duties separate from those delegated to the Audit & Accounting Commission.
• Oversees the investment policy statement.
• Serves as a standing Commission; the Chair and Vice-Chair positions are held by the current Treasurer and Secretary.
• Members are appointed and approved by the President.
• Provides periodic reviews of Society investments to ensure compliance with the investment policy.
• Presents recommended allocation changes to the Board through the Chair.

Typical Commitment

Renewable one-year terms beginning September 1 and ending August 31.

Purpose

Reviews the governance documents of the Corporation, including the Bylaws, and recommends changes to the Board. The Commission also performs other duties prescribed by the Board.

Key Responsibilities

• Conducts a monthly review of membership applications and reports new applicants and membership-status changes to the Board of Governors.
• Speaks with Advisory Council and Commission applicants who may require special consideration before submitting an application to CFA Institute and answers general questions about Society membership.
• Proposes membership recruitment and retention programs and monitors membership trends.

Typical Commitment

Monthly review of pending applications. Responsibilities are ongoing, and the position is held for renewable one-year terms.

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Purpose

The Nomination Commission is a standing Commission chaired by the most recent Past President and appointed by the current President. It identifies and nominates Society members for consideration as Officers and Governors, identifies potential nominees for CFA Institute positions and committees, and nominates potential annual award recipients.

Purpose

The Ambassador Program is composed of active CFA Society Los Angeles leaders and members who serve as key allies in raising awareness of the Society and the value it provides. Ambassadors inform their firms about Society events, programs, continuing professional development, thought leadership, and other activities. They also help shape the Society’s voice within their firms and help CFA Society Los Angeles and CFA Institute navigate member firms in mutually beneficial ways.

Program Overview

CFA Society Los Angeles members with ten or more years of experience may volunteer as mentors. The program pairs each volunteer mentor with one mentee for a one-year commitment. Because demand from mentees generally exceeds the number of available mentors, the mentee application process is highly competitive.

The Co-Chairs conduct a detailed matching process based on the applications to create productive mentor-mentee relationships. Applications are accepted during the summer, and the program begins with a meet-and-greet event in September.

Purpose

Organizes community outreach projects benefiting people and organizations in need throughout the Los Angeles area. Past projects have supported homeless shelters, food banks, beach cleanups, Junior Achievement, and CCEE.

Key Responsibilities

• Communicates Society news and events to members and the public through the CFALA e-newsletter, press releases, and social media.
• Supports promotion of larger quarterly events, including the Economic Forecast Dinner, CFA Charter Recognition Event, Annual Meeting of Members, and PORTFOLIO.
• Requires excellent writing skills; media experience is a plus.

Typical Commitment

Year-round participation through renewable one-year terms.

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Key Responsibilities

• Creates a bimonthly publication featuring noteworthy Society activities and events, along with curated content of interest to members.
• Facilitates guest articles by members, book reviews, and other relevant content.

Typical Commitment

Usually an annual commitment, although members may also contribute a story suggestion or article on a one-time basis.

Key Responsibilities

• Plans periodic social activities for members and their guests.
• Researches venues that provide a friendly social environment.
• Provides recommendations to the Chief Executive Officer and submits a budget for review.
• Coordinates event logistics and publicity.
• Participates on-site when required.

Typical Commitment

Ongoing participation that may require several hours of planning per event.

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Key Responsibilities

• Researches potential venues for the Annual Meeting of Members.
• Presents venue findings that meet budget requirements to the Board for consideration.
• After a venue is approved, coordinates dinner details within budget, including menu selection, entertainment, floral arrangements, and dinner favors.

Typical Commitment

Approximately January through the close of the Annual Meeting around July.

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Key Responsibilities

• Plans the CFA Charter Recognition Event and related publicity.
• Researches venues and works with administrative staff to select a location.
• Coordinates luncheon details within budget, including invitations, menu selection, floral arrangements, Charterholder gifts, media announcements, and the receipt, wrapping, and presentation of Charters.

Typical Commitment

Approximately August through the Charter Recognition Event around November.

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Key Responsibilities

• Organizes and schedules the annual Economic & Investments Forecast Dinner.
• Solicits speakers, secures sponsors, proofs the program, and coordinates publicity and press releases.

Typical Commitment

August through the conclusion of the Forecast Dinner, normally in January.

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Key Responsibilities

• Organizes and schedules the annual PORTFOLIO Conference.
• Solicits speakers, secures sponsors, proofs the agenda, and coordinates publicity.

Typical Commitment

August through the conclusion of the PORTFOLIO Conference, normally in May.

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Key Responsibilities

• Coordinates the annual CFA Institute Research Challenge in Los Angeles, involving university teams of three to five students mentored by investment professionals as they prepare an equity research report on a publicly traded company.
• Builds partnerships among universities, the financial industry, and CFA Society Los Angeles.
• Helps students understand the CFA Program and CFA Society Los Angeles resources.

Contact the Chair

Key Responsibilities

• Advocates for the investment industry and the CFA credential with investors, regulators, and the media.
• Promotes the highest standards of ethical behavior among investment professionals.
• Supports fair and transparent financial markets and practices while protecting investor interests.
• Curates and provides resources that help members elevate their standards of ethical practice.

View the Advocacy & Ethics Reading Resource List

Purpose

Promotes a welcoming environment by encouraging cooperation, tolerance, and respect among those working and participating in the investment industry. The Commission provides information, education, and communication that foster understanding and celebrate differences, and advises CFA Society Los Angeles on ways to unite the community and ensure all participants are respected, valued, and needed.