Volunteer of the Month: April 2017

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Andy Feltovich, CFA

Since joining CFA Society Chicago in 2012, Andy Feltovich, CFA, didn’t hesitate when it came to answer the call for volunteers. Andy has generously given his time and talents by serving on the Education and Professional Development Advisory Groups.

Andy is currently the Co-Chair for the Professional Development Advisory Group but today’s kudos come from his work on the Education Advisory Group. Andy led a subcommittee that planned, “Investing for the Long-Term” event with top financial leaders including Robert Gordon, Deirdre Nansen McCloskey, Bob Browne, CFA, Rick Rieder, and Francisco Torralba, CFA. The event was moderated by Michele Gambera, CFA, and drew nearly 200 attendees!

Thank you Andy! We appreciate all you do for the Society.

Volunteer of the Month: March 2017

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Spencer Kelly

Thank you to all the dedicated CFA Society Chicago volunteers who give selflessly of their time and talents! This month the Professional Development Advisory Group is recognizing Spencer Kelly.

New Candidate member Spencer Kelly joined the Society in November 2016 and hit the ground running with his volunteer participation. Spencer joined the Professional Development Advisory Group and signed up to help plan Industry Roundtables, one of the Society’s notable member-only events. He worked with a subcommittee to secure 12 roundtable hosts to discuss their respective sectors in the investment industry.

Please join the Society and the Professional Development Advisory Group in thanking Spencer for his contributions.

Annual Celebration 2016: New Member and Volunteer Recognition

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CFA Society Chicago Advisory Group Co-Chairs

CFA Society Chicago held its annual celebration for new members and volunteers on Thursday, January 26, 2017. The site was a unique one–the dress circle lounge at the Chicago Opera House, which was filled to near capacity. The event provided a wonderful opportunity for new members to build their professional networks, and a time for everyone to reconnect with friends and colleagues.

Chairman of the Society, Doug Jackman, CFA, led off the official portion of the event by welcoming everyone, and thanking the many volunteers for their hours of effort that make the CFA Society Chicago a success. The Society currently has more than 225 volunteers who make the 100 plus events over the year possible. Jackman gave a special welcome for the new members and encouraged them to seek out the members of the various advisory groups represented at the meeting and to consider joining one to assure the continued success of the society’s programming:

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  • Communications Advisory Group
  • Distinguished Speaker Series Advisory Group
  • Education Advisory Group
  • Membership Engagement Advisory Group
  • Professional Development Advisory Group
  • Social Events Advisory Group
  • CFA Women’s Network

Executive Director Shannon Curley, CFA, then stepped to the mic and announced the list of volunteers recognized for their outstanding contributions during 2016 to each advisory group:

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CFA Society Chicago Volunteers – Outstanding Contribution 2016

Annual Dinner – Melissa Binder, CFA

Professional Development – Shai (Shy) Dobrusin, CFA and Samantha Grant, CFA

Communications – Brad Adams, CFA

Education Seminars – Jeanne Murphy, CFA and Cindy Tsai, CFA

Distinguished Speakers Series – Alan Papier, CFA

Membership Engagement – Gerald Norby, CFA

Social Events – Taylor Champion, CFA

Curley 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 three drawings, each offering a combination of dining, entertainment and hotel vouchers. With the official business completed, the socializing continued for the remainder of the event.

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Volunteer of the Month: February 2017

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Sitaram (Ram) Gundapaneni

CFA Society Chicago would like to send a heartfelt thanks to all of its volunteers who share their time and talents with the Society.  Today, we’re extending a very special “thank you” to Sitaram (Ram) Gundapaneni.  He’s the Membership Engagement Advisory Group’s Volunteer of the Month.

Ram has been a CFA Society Chicago member for more than four years, serving on both the Communications and Membership Engagement advisory groups since joining the Society.  Ram has led a small group of volunteers and organized Welcome Calls to over 500 new members, trained volunteers to make Welcome Calls by holding orientation conference calls, and attended society events to greet new members in attendance. Ram has also prescreened membership applications to be presented to the CFA Society Chicago Board of Directors, taken minutes at the Membership Engagement Advisory Group meetings, and assisted with the CFA Institute Research Challenge hosted by the Society.

Thank you Ram! We’re lucky to have you as a part of our society!