Setting a higher standard for the Austin investment community
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Membership Committee Contact Nancy McCarthy
- Members to greet/sit with/potentially sponsor a guest interested in becoming a member of our chapter. Looking for several volunteers with different backgrounds to match to the guest’s background, i.e. Venture Capital, Private Equity, Institutional Buy Side, Private Wealth Management, Corporate, etc.
- Assist the Committee chair with various projects that help to improve membership experience
- Approving, updating/maintaining membership records through the web-based portal
- Time commitment is ~ 2-3 hours per month
Educational and Social/Special Events Contact Sara Seely
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3-4 people are needed to help with check-in at events and assist with distributing/collecting surveys. Volunteers will alternate/rotate events as schedules permit.
Forecast Dinner Contact David Veal
- Speaker Coordinator / Program Development
- Invite and communication with speakers
- Coordinate with the speakers regarding the event, topics, format, travel logistics, hotel reservations, etc
- Develop agenda/flow of the evening
- Venue Coordinator
- Primary contact for the venue regarding room layout, seating, setup, menu, parking, etc
- Coordinate technical, audiovisual needs (laptop, projector, screen, recording, etc) and act as primary contact for venue AV representative
- Marketing Coordinators (2+ people preferred)
- Oversee production and distribution of written materials (brochure, invitation, program, signs, etc)
- Coordinate website announcements and email distribution of invitations
- Coordinate any advertisement and/or media coverage of even
- Sponsorship Coordinator
- Oversee the list of potential sponsors, list of contacts, who is responsible for reaching out to potential sponsors
- Primary contact for committed sponsors to coordinate their list of attendees, collect payment, get logo in time for printed materials, make sure appropriate logo placement is given, answer questions, etc.
- Attendance Coordinator
- Keep tract of headcount (members, guests, table sales, sponsors, etc)
- Work with CFAI system for RSVPs
- Coordinate seating assignments
- Work with admin for nametags, placecards, and check-in procedures
- Check-in table assistance
- 4 people will be needed the day of the event to work the check-in table so that guests can quickly check-in and other team members are working to make sure setup is complete
- Time commitment for all coordinators is 4-5 hours per month September through January/February, with more time needed during the 2 weeks leading up to the dinner. Check-in table assistance time commitment is approximately 3 hours on the night of the dinner.
Technology Committee Contact Richard Campbell
- Assist with maintaining the society website
- Time commitment is ~ 2 hours per month
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