CFA Society Austin - Volunteer Form

* Name
* Phone
* Email

We encourage you to take an active role with any of CFA Austin’s Groups. Your participation as a volunteer will not only benefit the Society, but it will also provide you with valuable opportunities to meet industry leaders and to make lasting friendships among your peers. The creativity, energy, and support of individuals like your-self are crucial to the success of these groups.

The chairs of each of the committees you select will contact you to discuss how you may assist in each of these areas. Time commitment for each group is approximately 1-2 hours a month.

If you have any questions about volunteering, please email us at

Where would you like to volunteer? (Check all that interest you)

Advocacy: Help promote CFA Program and ethical standards. Through communicating educational excellence and ethical standards of charterholders to media, regulators, investors and society and co-ordinate with national, regional and global advocacy efforts at other societies and CFA Institute
Communications/Social Media - Twitter, Facebook and LinkedIn: Communications prepares the Constant Contact and Social Media messages sent out to membership on a regular basis to generate conversation and community, inform them of upcoming events, opportunities available for members and candidates, messages from CFA Institute and/or CFA Societies Texas, and regular communiqués from the President and the board about the strategic initiatives and activities of the society.
Forecast Dinner: Oversees and coordinates Forecast Dinner, including obtaining speakers, moderators.
Membership: Handles and reports on membership data and develops strategies and programs to promote new membership and retention of current membership base.
Mentorship Program: Help Mentors and Mentees work together to establish a relationship built on encouragement, trust, and development.
Programs: Plans educational, social and networking programs for the society. May serve as greeter for attendees and/or speakers.
University Relations: Maintains the contacts with the local university to build CFA awareness, handles scholarships, review programs, mock exams, Exam day lunch, and serves as a liaison for the local CFA Institute Research Challenge.
Website/Technology: Helps maintains and updates society website and stays on top of new technology and makes recommendations for implementing these technologies where appropriate.
Anywhere the Society Needs Help: Let us know your talents and we will put them to work.
Please tell us more about your interest, qualifications, and experience in the areas in which you would like to volunteer: