Since joining CFA Society Chicago in May 2019, Marina Viergutz, CFA, CAIA has been actively involved on three advisory groups (CFA Women’s Network, Education and Professional Development). She has been vocal in sharing new ideas and suggestions to enhance Society program and events.
Marina has answered the call to serve as a Mentor in the Society’s Mentorship Program, took a co-lead role in planning the Opportunities in Hedge Funds event scheduled for October 10, 2019 and has stepped up to assist in planning the annual Industry Roundtables event scheduled for February 2020.
Marina, thank you for coming onboard and hitting the ground running! The Society is grateful for members like you!
Chicago held its annual celebration for new members and volunteers on Thursday,
January 17, 2019. The venue was a new one the Society, hosting the event at River
Roast on LaSalle Street just north of the river. Attendees enjoyed a spacious,
private setting away from the public area of the restaurant. The setting
provided an excellent opportunity for new members to build their professional
networks, and for everyone to reconnect with friends and colleagues.
CEO of the
Society, Shannon Curley, CFA, led off the official portion of the event by
welcoming everyone, and introducing members of CFA Society Chicago’s Board of Directors
and co-chairs of advisory groups who were present. He added a special welcome
to new members, encouraging them to take advantage of the event to speak with
members of the various advisory groups represented, and consider volunteering
their time by joining one. Finally, Shannon gave a well-deserved thank you to
society staff for planning this (and every) event.
Shannon then announced the list of volunteers recognized for their outstanding contributions during 2018 to each advisory group:
Annual Dinner – Cara Esser, CFA
Professional Development – Kevin Ross, CFA
Communications – Lisa Davenport, CFA
Education Seminars – Matthew Morris, CFA
Distinguished Speakers Series – Arthur Olunwa, CFA
Membership Engagement – Deb Koch, CFA
Social Events – Jenny McNicholas
CFA Women’s Network – Bhavna Khurana, CFA
Shannon continued by thanking the co-chairs of the advisory groups for the extensive time and energy they put into making the events the society offers so valuable to our membership. All recognized volunteers received a gift from the Society in appreciation of their service. The final piece of official business was the drawing of raffle prizes (to some the highlight of the event). This year, everyone could choose to enter their choice of two drawings for overnight stays for two at the Standard Cub or Hyatt Regency. Congratulations to Ben Huddleston, CFA, and Pranay Subedi, CFA, winners of the raffle! With the official business completed, the socializing continued for the remainder of the event.
Kevin Ross, CFA, has been a CFA Society Chicago member since 2009 and served on several advisory groups including Education, Distinguished Speaker Series and Professional Development.
This month Kevin is being recognized for his efforts with the Professional Development Advisory Group. Kevin has served as a mentor for the Society’s Mentorship Program since the inception of the revamped program. This summer Kevin has taken a lead role with the Mentorship Program and elevated it by researching and securing a speaker to present a 90-minute session on what it takes to establish a strong mentoring experience. This session will be available to the broader membership in late October accessible via the Society’s website.
This month’s Volunteer of the Month is Garrett Glawe, CFA, Director of Asset Owners Channel for the Central Region at S&P Dow Jones Indices. Garrett has volunteered with CFA Society Chicago for many years in several capacities, including as co-chair of the Education Advisory Group and by teaching financial literacy as a member of the Membership Engagement Advisory Group.
During his tenure as co-chair of the Education Advisory Group, Garrett was instrumental in organizing and securing sponsorship for the group’s Active vs. Passive event featuring Nobel Laureate Eugene Fama, which set a new CFA Society Chicago record for attendance with over 400 attendees (excluding the Annual Dinner). Although he is no longer a co-chair, Garrett is still an active member of the Education Advisory Group. Most recently, he assisted with its Corporate Governance event by developing the event format and securing several speakers.
Garrett also serves as a valuable resource for coaching and mentoring new volunteers and aspiring leaders within CFA Society Chicago.
This month’s Volunteer of the Month is recognized for her efforts on both the Communications and Education Seminars Advisory Groups. Rida Iqbal is a Level III Candidate in the CFA Program. She holds a bachelor’s degree in applied accounting from Oxford Brooks University and is an analyst, consultant, and auditor for firms including Big 4 member Ernst & Young.
Rida is a longtime volunteer and contributor to the Education Advisory Group (EAG). She has served the advisory group by taking meeting minutes and offering assistance with several of the group’s programs. Most notably, she served as research assistant and helped with the Practitioner Demand Driven Academic Research Initiative (PDDARI). Rida also has a commitment to keeping CFA Society Chicago members informed by serving as an event reporter. She has written several articles for the CFA Society Chicago Blog.
CFA Society Chicago would like to recognize Amir Moaiery, CFA, for his contributions with the Society’s Industry Roundtables event and the Job Seekers Forum. Today, Amir Moaiery is the Professional Development Advisory Group’s Volunteer of the Month.
Amir has been a CFA Society Chicago member for more than two years and joined the advisory group in July 2017. He worked with a small group of volunteers that planned the Society’s Industry Roundtables, a member-only event where table hosts discuss their respective sectors in the investment industry. Amir has also been involved in ensuring facilitators of the Job Seekers Forum are prepared to lead discussions by updating the Job Seekers Facilitator Guide with current tips and best practices.
Thank you Amir! We’re lucky to have you as a part of our society!
Erik Baaske, CFA, is 2nd Vice President, Team Lead HFS Poseidon FX at Northern Trust. Erik joined the Membership Engagement Advisory Group in 2016. Shortly after joining the group, Erik presented an idea of expanding its outreach initiatives by conducting information sessions for summer interns at local financial institutions. He then planned and coordinated a session at Northern Trust this past summer where current CFA Society Chicago Chairman, Marie Winters, CFA, and CEO, Shannon Curley, CFA, spoke to 30 interns.
Erik is also a part of a small group that make calls to new members that join the Society. He places calls to welcome new members, shares information about CFA Society Chicago events, the use of function tickets and shares the benefits of serving on an advisory group. Additionally, Erik served as a panelist for the July 13, 2017 CFA Exam and Candidate Information Session.
CFA Society Chicago is grateful to volunteers like Erik Baaske for promoting the charter and making it possible to serve our members with the highest quality programming.
The Social Events Advisory Group is tasked with organizing relaxing, entertaining, and networking-oriented events that will appeal to the Society’s diverse membership. Andrew has been actively involved on the advisory group since 2016 and is part of a core group of members thinking outside the box when planning social events.
Today Andrew is being recognized for his efforts with the Society’s kickball team. Since the inception in summer 2014, Andrew has played every year on the team and will be serving as team captain when the summer league starts later this month.
Help us in thanking Andrew for taking his advisory group duties to the next level and making the Society champions on the field!
Today Brad is being recognized for his efforts on the Communications Advisory Group. Regularly attending meetings and volunteering to be a reporter at the Society’s events, Brad has made a strong contribution to the Communications Committee.
Brad has published seven CFA Society Chicago Blog articles since the launch of the online publication and is scheduled for more. Help us in thanking Brad for attending Society events and keeping members informed!
Job well done! We appreciate all you do for the Society.