CFA Society Toronto - Board


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TERMS OF REFERENCE – BOARD MEMBER AT LARGE Scope of the Position The purpose of the position is to serve as a consultant to CFA Society Toronto board and management office on initiatives and situations that relate to board strategy/ operations and to creating connections that help raise awareness of charterholder activities with interested parties. This role operates in a supportive and collaborative manner without a permanent committee however is often called to sit on and/or chair ad hoc/temporary/standing committees. The board member at large will lead/assist on projects and initiatives as determined by the Board of Directors. Goals • To promote the society and CFA brand to internal/external stakeholders. • Serves as an ambassador for the society with CEO's and other senior positions within the Canadian capital markets. • To enhance the overall capabilities of the Board of Directors through sharing acquired expertise and knowledge. Duties and Responsibilities • Identify and understand emerging issues and opportunities for the investment profession which are compatible with the society's goals to maximize our value add to members • In conjunction with the External Relations committee chair, establish and maintain contacts with select regulators [ie: OSC, IDA, CICA] and other professional organizations to ensure an ongoing dialogue that promotes the CFA charter and society membership • Assist in making contacts with senior level individuals who could be persuaded to speak or moderate at key member events • Assist in building the society's sponsorship catalog • Attend all meetings of the board • Comply with the by-laws and policies of the society and ensure compliance by others • Be prepared to substitute for another Board member due to emergency, extended leave of absence, and/or resignation Time Commitment • 4-6 hours a month including 10 board meetings per annum Characteristics • Prior board experience, for-profit and professional association • Proven executive leadership and/or entrepreneurial skills • Well-connected/solid reputation; access at c-suite levels • Excellent communicator; written and verbal mediums • Current CFA Society Toronto member in good standing • Previous governance experience an asset • Commitment to the mission, strategies, and work of the society CFA Society Toronto Board Manual 2016 Page 28 of 194

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