IMCA Committees
IMCA, as an association, depends on the many kinds of volunteers and the excellent addition of expert assistance in executing its many programs and services available to members. IMCA has three types of committees: Some are working committees with volunteers from among the membership. Some are subcommittees of the Board of Directors, consisting of members of the Board. And, finally, we have a committee appointed by the Board of Directors, the Advisory Council, that reaches out to nonmembers who are influential throughout the financial services arena. The current active committees are listed below. Other committees are formed, meet, then disband as the need arises. Often we have task forces that accomplish specific tasks as well. Please contact IMCA's Executive Director for more information about the committees and possible volunteer opportunities.
 

Awards Committee: Meets annually to discuss the possible recipients of the Journalism Award, the Richard J. Davis Ethics Award, and the Stephen L. Kessler Writing Award. These awards are presented at the annual Spring meeting. 

Broadcast Conference: Assists in the development of topics and speakers for IMCA's audio/web broadcasts. 

Certification Committee: Charged with the development and maintenance of the certification programs that are established by the Board of Directors. The committee is responsible for setting the initial and ongoing requirements that candidates must meet in order to be certified by IMCA.  

Ethics Committee: Responsible for the maintenance of IMCA’s Code of Professional Responsibility, the Standards of Practice, and the Guidelines for Receiving Benefits from Third Parties

Finance, Audit, and Investments Committee: This Board of Directors subcommittee is charged with oversight of the financial operations of the association.

Journal of Investment Consulting Editorial Advisory Board: Oversees all content published in IMCA's bi-annual Journal; oversees the blind-review process of all submissions.

Matthew McArthur Award Committee: Meets annually to discuss the possible recipient of IMCA's award that honors a person(s) who best embodies the spirit of professionalism in the investment management consulting arena. This award is announced at the annual Spring meeting.

Membership Committee: Charged with keeping the membership requirements, benefits, programs, etc. up-to-date and in tune with members’ needs. 

Investments & Wealth Monitor Editorial Advisory Board: Meets regularly to define the themes, topics, articles, and editorial content of IMCA’s bimonthly magazine.

National Conference Committee: Meets regularly to discuss topics, tracks, speakers, and locations for IMCA's two national conferences a year (spring and fall), covering 2½ days of continuing education. 

Nominating Committee: This Board of Directors subcommittee meets annually to discuss the slate of nominations to the Board of Directors and the officer positions.

Personnel Committee: This Board of Directors subcommittee is charged with oversight of the executive director and the IMCA staff. 

Practice Management Committee: Meets regularly to discuss practice management topics and trends that affect the membership. The committee serves as a resource for the conference planners and the Investments & Wealth Monitor.  

Professional Review Board: This group of IMCA volunteers, specifically appointed by the Board of Directors, reviews disciplinary complaints filed against members who may have violated the Code of Professional Responsibility or the Standards of Practice according to the Disciplinary Rules and Procedures.

Specialty Conference Committee: Meets regularly to discuss topics, speakers, and locations for IMCA's four annual specialty conferences that are dedicated to topics such as international investing, practice management, and advanced wealth management. 

Wealth Management Committee: Oversees the development and maintenance of the new Chartered Private Wealth Advisor designation program. 

 


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