1 / 62

W ELCOME to the 2009 New Charterholder Recognition Dinner

W ELCOME to the 2009 New Charterholder Recognition Dinner. Membership Meeting Agenda 1) Board Organizational Chart 2 ) Ratification of Slate 3) Bylaw Changes 4 ) Annual Strategic Plan Update . New Board Slate 2009-10 CFA Minnesota Board of Directors.

umeko
Download Presentation

W ELCOME to the 2009 New Charterholder Recognition Dinner

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. WELCOMEto the 2009 New Charterholder Recognition Dinner

  2. Membership Meeting Agenda1)Board Organizational Chart 2) Ratification of Slate 3) Bylaw Changes 4) Annual Strategic Plan Update

  3. New Board Slate2009-10 CFA Minnesota Board of Directors Executive CommitteePresident – Leyla G. Kassem, CFA;  Wells Capital ManagementVice President – Robert L. Buss, CFA;  Disciplined Growth InvestorsSecretary – David R. Spangler, CFA;  Thrivent FinancialTreasurer – Jessica D. Murray, CFA;  Thrivent Asset ManagementImmediate Past President – Anthony P. Carideo, CFA;  Carideo GroupCommittee ChairsEducation Committee – Jacob Seltz, CFA;Wells FargoEmployment Committee – Kristine J. Mogollon, CFA;  Thrivent FinancialMembership Committee – Jay C. Alexander, CFA;  RiverSource InvestmentsProgram Committee – Daniel R. Aronson, CFA;  Tealwood Asset ManagementKim M. Brustuen, CFA;  U.S. Bank Public Awareness Committee – Karen A. Florez, CFADirectors at LargeGregory I. Baranivsky, CFA;  First American FundsRobbie J. Burkhart, CFA;  Blue Rock AdvisorsPatrick M. Coleman, CFA;  Jeffrey Slocum & Associates, Inc.Patrick E. Donohue, CFA;  Northland SecuritiesJoshua T. Hill, CFA;  Windsor Financial GroupJoshua M. Howard, CFA;  Kenwood Capital ManagementJeffrey R. LeMunyon, CFA;  Linwood Capital, LLCMichael A. Lingvall, CFA;  Finacorp SecuritiesJacob M. Seltz, CFA;  Wells FargoMichael W. Seppelt, CFA;  Lowry HillMichael J. Toay;  U.S. Bank

  4. Bylaw ChangesARTICLE Eight – Election of Officers- Addition: Regular members may vote for such officials in person or cast votes through electronic communications that the Board deems reasonably secure.

  5. Highlights from:CFA Society of Minnesota2009-10 Annual Planan update to our 3-Year Strategic Plan Summer 2009

  6. Planning Excellence:Everything we do is driven by member input.

  7. MISSION:To enhance the investment profession by promoting high ethical behavior, professional excellence, and fellowship through offering quality, innovative programming.

  8. VISION:We envision a CFA Minnesota that is:Widely recognized, well respected and highly valued by investors, academia and the business community in our region. A society whose members are actively committed to enhancing the value of the organization by willingly giving of their time as volunteers Continuously experiencing growth due to its unerring responsiveness to the needs of its members and its success at developing a strong sense of community amongst investment professionals within our region.

  9. OBJECTIVES:Multi-year areas of focus that will guide us in fulfilling our mission and achieving our Vision are:Board Development – Strengthen the CFA Minnesota Board of Directors by implementing formal position descriptions, accountability standards, refining by-laws and diversifying and growing membership. Transition from a working board to one that is more strategically focused.Innovative Programming:Increase Value – Provide the highest quality, relevant deliverables and thereby increase perception of value to members.Member Engagement – Increase attendance at events by 10% each of the next 3 fiscal years. Increase involvement of membership to 40% by developing and implementing a pipeline for volunteer participation. Educational Offerings – Expand current partnerships with exam prep providers and academic institutions. Develop and implement mentoring programs. Continue and expand scholarship offerings. Create and promote student membership level.Outreach – Broaden awareness of charter and our society through a campaign focusing on top employers, local CIOs, academia, and the general public.

  10. GOING FORWARD: Achieved InitiativesThe following Strategic Initiatives were achieved or have been reviewed and discontinued.

  11. GOING FORWARD: Ongoing InitiativesThe following are successfully completed 3-Year Plan Strategic Initiatives, and are now on-going.

  12. WelcomeTom Welch, CFA Chair, Board of Governors, CFA Institute

  13. Guest SpeakerJohn Rogers, CFA CEO, CFA Institute

  14. Candidate Recognition& Presentation of Charters

  15. Rajarshi Aroskar

  16. Andrew Wilhelm Auvinen

  17. Michael A. Baker, CFA

  18. Neil Matthew Bizily, CFA

  19. Bryce A. Bowman, CFA

  20. Sean J. Brenckman, CFA

  21. Joshua Patrick Bruce

  22. DigvijayChowdhary

  23. Karen (Shanhua) Cui

  24. Jason R. Engman, CFA

  25. Benjamin J. George

  26. Chad Michael Halbur, CFA

  27. Ryan W. Hemmingsen

  28. Jeffrey Marden Holt, CFA

  29. Brian P. Hurd

  30. Tong Jiang

  31. Brett Thomas Johnson

  32. Carrie L. Johnson

  33. VishalKhanduja, CFA

  34. Julie A. Lakovic, CFA

  35. Andrew E. Lang, CFA

  36. Benjamin Spencer Lazarus, CFA

  37. Matthew Dale Liebl

  38. Martha Linstroth

  39. Michael A. Luker, Jr.

  40. Christine M. Manfred, CFA

  41. Mark William Moeller, CFA

  42. Nolan Patrick O’Neill

  43. Kyle Douglas Ordahl

  44. Ryan Osborn, CFA

  45. Kevin D. Pike

  46. Steven Pope

  47. John Thomas Prigge

  48. Huadong Qi, CFA

  49. BhaktiRaicha

More Related