Research Challenge Volunteer Opportunities

Volunteer Opportunities for the 2016-2017 CFA Institute Research Challenge – Kansas City

Mentors – Earn 1 hour of CE Credit
Must be a CFA Charterholder. Mentors serve as an advisor to the university teams. Mentors may spend up to 6 hours (not counting transportation and logistic arrangement time) with a university team. The time spent with the team must be used prior to the submission of the Written Report. Each team advancing to the Local, Regional or Global competitions may spend an additional two hours with the team. Mentors are not permitted to perform any research or write any portion of the report.

Graders (6-12 hours) – Earn 4 hours of CE Credit
Must be a CFA Charterholder. Graders will evaluate five Written Reports using the Research Report Evaluation Form developed by the CFA Institute Research Challenge. All Graders must be investment professionals with experience in writing and reviewing research reports. Graders are asked to provide constructive feedback for the teams in each of the areas of the written report that are evaluated. This feedback is a very important part of the learning process for the university teams and faculty advisors. It is also used by the winning team that advances to the Regional Challenge to improve their analysis for that next level of competition.

Judges – Earn 4 hours of CE Credit
Must be a CFA Charterholder. Chief Investment Officers, Senior Portfolio Managers, and Senior Analysts with extensive experience are preferred for this position. Judges will evaluate each Presentation using the Presentation Scoring Sheet developed by the CFA Institute. Judges must be investment professionals with experience in writing and reviewing research report. Judges will provide feedback on their evaluation forms for each team for education purposes. The winning team will also use the feedback to improve their presentation for the next level of competition. Judges will be invited to share additional verbal feedback with team members immediately following the competition.

Technology Coordinator for Company Presentation
Attend and help set up the audio-visual needs (including microphones) for the Company Presentation. Coordinator will be responsible for obtaining the Society Computer (and laser pointer) and loading all presentation onto these computers, making sure all slides pull up in proper form. If needed, the Coordinator will work with the Program Chair to assure all software has been updated on the Society computers.

Technology Coordinator for Final Oral Presentation
Attend and help set up the audio-visual needs (including microphones) for the Final Oral Presentations. Coordinator will be responsible for obtaining the Society Computer (and laser pointer) and loading all presentations onto these computers, making sure all slides pull up in proper form. If needed, the Coordinator will work with the Program Chair to assure all software has been updated on the Society computers.

Nametag Table Attendant – just over an hour per event
Stand or sit by the nametag table, making sure all attendees find their nametags.

Greeter/Door Attendants – About two hours for the Final Event
Stand by one of the two entry doors at American Century, allowing attendants to enter through locked doors.

Team Guide for Finals Event
After each team finishes their presentation and Q&A this person will bring the next team into the auditorium to present.

Scorers – 3.5 hours
Aid the Director in double checking scoring and rankings for the Finals Presentation event to determine the winning team.

Photographer
Attend the Finals Event and take pictures of each team as they arrive (45 minutes before the event at 10:00 AM) and take photos during the event. Submit the photos to the Director of the Challenge within 48 hours of the Finals Presentation. Photographer should be familiar with proper framing of photos.

Video Coordinator
Attend the Finals Event to videotape each presentation of each team, using the Society video equipment. Download the videos to DVD, making one copy for each team, one for the Society, and one for the Subject Company within a week of the Finals Presentation event.