Annual Business Meeting & Networking Reception (Members Only)
We are pleased to invite you to join your fellow members on August 26, 2026, for the CFA Society Chicago Annual Business Meeting. Leadership will provide a year-end review in addition to a strategic overview of the organization. Regular members will vote on the nominated slate of directors before formally recognizing outgoing society leaders. Join us for an evening of networking, drinks and hors d’oeuvres!
If you cannot attend the meeting please fill out and submit the Online Proxy (Members will receive this via email the week of July 13th and must be submitted by 5:00 PM on August 25, 2026). If you do not receive the email, please contact the CFA Society Chicago office at [email protected]. You will need your CFA Institute number to submit a proxy.
CFA Society Chicago is pleased to announce the candidates nominated for the FY 2027 CFA Society Chicago Officers and Board of Directors. Please review the Bylaw Addition and Proposed Slate here.
Agenda:
5:00 - 5:30pm: Networking & Registration
5:30 - 6:00pm: Annual Business Meeting
6:00 - 7:00pm: Networking Cocktail Reception
Welcome & Society Updates (5:30)
Christopher T. Vincent, CFA - CEO
James Boudreault, CFA – Chair
Financial Update
Carla Norfleet Taylor, CFA – Secretary Treasurer
Presentation of Officer/Director Slate & Call for Vote
TBA – Member of Governance & Nominating Committee
James Boudreault, CFA – Chair
Questions from the Membership for the Executive Committee
James Boudreault, CFA – Chair
Peeyush Shukla, CFA, FRM – Vice Chair
Carla Norfleet Taylor, CFA – Secretary Treasurer
Christopher T. Vincent, CFA – CEO
Incoming Chair
Derik Coffey, CFA –Director
Outgoing Leadership/Chairman Recognition
Peeyush Shukla – Vice Chair
Adjourn (6:00)
James Boudreault, CFA
Fee*: Complimentary (Members Only)
Attire: Business Casual
Menu: Light hors d’oeuvres, complimentary cocktails