CFA Society Toronto - Board

2016_CFA_SocietyToronto_BoardManual

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COMMITTEE DESCRIPTIONS Updated: August 2015 Audit (Standing) – See Terms of Reference Vice Chair: TBC Tel: Email: Awards & University Relations (Outreach) Chair: Noam Silberstein Tel: 416.869.7491 Email: noam.silberstein@nbc.ca Vice Chair: Tel: Email: The purpose of the Awards Committee is to organize, promote and monitor CFA Society Toronto's Awards Program which includes the CFA Institute Research Challenge (Ontario), Scholarships to Undergraduates, the CFA Society Toronto & Hillsdale Canadian Investment Research Award, and the CFA Society Toronto Fellowship Award. The University Relations Committee works to build relationships with Ontario business school faculty and student associations to improve awareness of the CFA Program and highlight CFA Society Toronto's role in the investment community. This is accomplished primarily through presentations to students, the annual scholarship program and by fulfilling faculty and student requests for information or speakers. Executive (Standing) - See Terms of Reference Chair: Anish Chopra Tel: 416. 307.9456 Email: Anish.Chopra@tdam.com Vice Chair: Daniel Lavallee Tel: 416-350-4838 Email: danlavallee@hoopp.com Treasurer: Pamela Steer Tel: 416.924.5106 Email: Pamela_Steer@wsib.on.ca Past Chair: Christopher Polson Tel: 416.361.2587 Email: chris.polson@duffandphelps.com External Relations & Advocacy (Outreach) Chair: Nino Boezio Tel: 416.642.7790 Email: nboezio@segalrc.com Vice Chair: Parham Nasseri Tel: 416.287.2877x2250 Email: pnasseri@obsi.ca Purpose of the External Relations & Advocacy Committee is to raise awareness and profile for CFA Society Toronto, the CFA Charter and CFA Institute, and to educate and engage society members on key regulatory and governance issues including regulatory oversight of markets. Finance (Standing) - See Terms of Reference Chair: Pamela Steer Tel: 416.344.4512 Email: Pamela_Steer@wsib.on.ca Vice Chair: Tel: Email: Governance & Nominations (Standing) – See Terms of Reference Chair: Christopher Polson Tel: 416.361.2587 Email: chris.polson@duffandphelps.com Member Communications (Member Services) Chair: Devin Crago Tel: 647-925-8943 Email: devincrago@gmail.com Vice Chair: TBC Purpose of the Member Communications Committee is communicating to members and outside parties the activities, accomplishments, objectives, and services of the society with the goal of enhancing members' knowledge bases and networking opportunities. This is done primarily through the presentation of topical articles and other information in The Analyst, published quarterly and through the society's website. This committee also participates in and provides insight regarding: 1) Content, design and functionality of the society's website, 2) Social media initiatives (such as CFA Society Toronto's LinkedIn presence and other related tools), 3) Development of an online version of The Analyst with links to other electronic capabilities of the society, 4) Research and guidance on alternative ways staff can improve member communication capabilities CFA Society Toronto Board Manual 2016 Page 17 of 194

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