Committees

Like many associations, IMCA depends on volunteers and the addition of expert assistance in executing its programs and services to members. IMCA operates several types of committees and task forces:

1. Working committees charged with developing conference programs, editorial works, examinations, or policies.
2. Advisory committees responsible for generating new ideas and suggestions for improving IMCA.
3. Subcommittees of the board of directors.
4. Certification Examination Item Writers and Test Form Review Task Force members.

Current active committees are listed below. Other committees are formed, meet, and disband as the need arises. If you are interested in volunteering on IMCA committees, please download, complete, and submit the Volunteer Application and Expectations form to committees@imca.org or emotley@imca.org. 

Advisory Council: An invitation-only think-tank of industry leaders and experts that provides direction, advice, and guidance to IMCA on professional matters affecting the financial services industry. Click one of the links below to read about the council’s meetings: 2011, 2009.

Annual Conference Committee: Meets regularly to discuss topics, tracks, speakers, and locations for IMCA's Annual Conference, covering two-and-a-half days of continuing education.

Awards Committee: Meets annually to discuss the possible recipients of the Edward D. Baker III Journal Award, the Richard J. Davis Legal/Regulatory/Ethics Award, and the Stephen L. Kessler Writing Award. These awards are presented at the IMCA Annual Conference.

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

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

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

Government Relations Committee.  IMCA’s government relations committee acts as an advisory workgroup, providing guidance and direction to staff and government relations firm Potomac Strategies. The committee provides IMCA members with legislative intelligence updates about Washington happenings, and grows “political branding” strategies and tactics, particularly related to IMCA’s certification programs. As an education and credentialing organization, IMCA does not lobby Congress, but the government relations committee helps tell IMCA’s story to regulators and government officials. 

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

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 an individual or individuals who best embody the spirit of professionalism in the investment management consulting arena. This award is announced at the IMCA Annual Conference.

Media Source Bureau: Reporters and editors periodically contact IMCA for sources on stories on a wide range of industry topics. IMCA members can respond to these requests as they relate to the investment consulting and wealth management industry. This volunteer opportunity is open to any IMCA member and provides the opportunity to positively impact media coverage and potentially increase exposure for IMCA. To enroll in the Media Source Bureau, download, complete, and submit the IMCA Guidelines for Working with the Media document to rhoffman@imca.org.

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

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

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 orthe 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 Certified Private Wealth Advisor designation program.

Certification Examination Item Writers and Test Form Review Task Force members

CIMA^® and CPWA^® Certification Examination Item Writers

Item writers develop test questions (items) according to test plan specifications and validate them by using  standard textbooks appropriate for each credential.  Writers also draw upon their experience and expertise to develop realistic settings and to present accurate and valid information in their test questions. Individuals selected for writing test questions receive training and materials on how to write a valid, defensible test question. No item writing experience is required. 

• CIMA or CPWA certification preferred.
• If interested, please submit a current resume and a statement that summarizes your interest/experience in item writing to  certification@imca.org  Attn:  Mary O’Neale, Certification Assessment Manager
• Please indicate any specialty area of expertise

CIMA^® and CPWA^® Certification Item/Test Form Review Task Force

Task force members meet to review all questions selected for each examination form. Such matters as correctness of answers, biases, clarity and appropriateness of items are considered during the item review process. The task force review constitutes a final check and balance system on the reliability of the examination. No previous experience is necessary. Training is provided by IMCA’s test development partner, AMP – Applied Measurement Professionals, Inc.

• Travel: If travel is required, IMCA provides all airfare and hotel accommodations.
• Time Commitment: If a face-to-face meeting is necessary, a day and a half will be required.