The CFA Society of Orange County has many rewarding volunteer opportunities across several
different committees. We request that you make a minimum commitment of 6 months to 1 year
to insure consistency in our efforts to execute our programs with the highest standards. If you
are interested in learning more about volunteer opportunities for the CFA Society of Orange
County, please email Thomas Harter, Volunteer Committee chair.
Treasurer Committee
The Treasurer’s Committee shall be responsible for the financial operations of the Society,
including, but not limited to preparation of budgets and cash flow forecasts. The Treasurer’s
Committee is a standing committee of the Society, the Chair position is held by the current
Treasurer. Members of the committee are appointed and approved by the Treasurer. Participation
in the Treasurer’s Committee is for renewable terms of one year beginning July 1 and ending
June 30. The committee provides periodic reviews of the Society’s financial statements, as well
as monthly updates on the Society’s current financial position.
Investment Committee
The Investment Committee shall assist the Treasurer in advising the Board of Directors in the
management of investment actions and consider other financial matters as necessary. The
oversight of the investment policy statement is the responsibility of the Investment Committee.
The Investment Committee is a standing committee of the Society, the Chair position is often
held by the current Treasurer. Members of the committee are appointed and approved by the
Board. Participation in the Investment Committee is for renewable terms of one year beginning
July 1 and ending June 30. The committee provides periodic reviews of the Society’s
investments to ensure compliance with the investment policy. Recommended changes of
allocations from the committee are presented to the Board by the Chair.
PR and Awareness Committee
The PR and Awareness Committee is responsible for the development and implementation of a
public awareness plan and the promotion of Society events in Orange County. This responsibility
includes coordinating a media calendar and other activities, sometimes with the assistance of a
PR firm. Other responsibilities include reaching out to local businesses and organizations in the
community by promoting the society, its members, and the value of CFA charter. Also, the
Committee develops and maintains a Society Media Kit that identifies member subject matter
experts that are available to respond to media questions. Members on the Committee will also
oversee website development for the purpose of communicating a consistent message to the
public for the Societies’ events and activities. The Committee is responsible for developing a
budget and managing expenses to the budget throughout the year.
Programs Committee
The Programs Committee is responsible for providing both educational and social networking
events for the membership. These events include our monthly programs, Annual Dinner, MidYear Forecast Dinner, and an annual holiday event where we recognize the new CFA
Charterholders. We augment our educational events with social networking events like wine
tastings, Angels baseball game and other social events. The committee members are responsible
for all aspects of planning and execution of these events. This includes finding speakers and
topics that will further enhance the education of our members, selecting venues, menu items,
coordination of invitations, web postings, registration, etc. The committee also helps the
President and Treasurer keep track of the costs of each event, submits an annual budget each
year and is responsible for finding sponsorships to help offset some of the expenditures.
Education Committee
The Education Committee provides for the educational needs of the Society’s current and future
members. A big focus of the committee is to coordinate and manage the Global Research
Challenge and CFA Review Program. Part of that responsibility includes oversight of university
relations in the community and coordinating events and activities with any CFAI University
Partners on educational programs or conferences. Committee activities also include coordination
of scholarship awards to students in universities and CFA and/or CFA Review programs and
facilitating the development of study groups. The Education committee may also help support
the Foundation RFP Competition and scholarship activities.
Membership Committee
The Membership Committee reviews applications for membership and change in membership
status, in accordance with the CFA Institute Bylaws, and makes its recommendations for
approval by the Board of Directors. The Committee assists those members and applicants
seeking assistance with membership and connects incoming members with sponsors. As such, an
important focus of the committee is to insure that approved membership applications are
converted to New Members. The Membership Committee is also responsible for proposing
membership recruiting and retention programs and monitoring membership trends.
Volunteer Committee
The Volunteer Committee is responsible for corresponding with potential volunteers and
assigning them to various committees where there is a need. The Committee may from time to
time also be involved with recognizing individual volunteers for their contributions to the
CFAOC and organizing related events, as necessary.
Technology Committee
The Technology Committee reviews and updates the CFAOC website, as necessary. The
Committee also acts as a liaison between the CFA Institute and CFAOC with respect to
significant website enhancements. In addition, the Committee is a central point of contact for
questions and/or issues that arise from time to time as it relates to the website.
There may be a need for other subcommittees from time to time in the areas of Communications,
Placements, Nominating, and for other periodic activities of the Society.