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Nomination Guidelines
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Nomination Forms, Process and Instructions for Sponsor

To ensure your nominated candidate qualifies for consideration, you are encouraged to review the CFE Nomination process and Membership Guidelines included on this page.

 

Forms

CLICK HERE to view or download the forms.
    

Requirements and Documents Needed for Pre-Qualification:

      
  • Completed pre-qualification and nomination form.       
            
    • Must be completed by sponsor -- not the candidate.
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    • Please provide as much information as you can on the form. If the member is approved for pre-qualification, the sponsor will be asked to complete any empty fields on this form after pre-approval.
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  • Current resume and/or detailed bio.
        
        - Send all documents to the Administrative Office at admin@chicagofinanceexchange.org.
        
        - Once these documents are received, they are reviewed by the Membership Committee which typically meets the fourth Monday of every month (except August and December).
             
            
    • Sponsors will be notified by the Membership Committee of pre-qualification.      
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The Sponsor's responsibility does not end with the candidate's acceptance for membership. The Sponsor's greatest role is encouraging and supporting the candidate's active integration into CFE.
  


Requirements and Documents Needed for Board Approval

Once the candidate is pre-qualified, the sponsor should complete the remainder of the nomination packet:

      
  • Completed pre-qualification and nomination form (if not fully completed at pre-qualification
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  • Formal letter of sponsorship (by sponsor)
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  • A seconding letter from another CFE member
            
    • In cases where the sponsor, candidate and seconding member are not from three different companies/organizations, TWO members must second the nomination with each member providing a letter of support.   
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  • Current resume (if one was not included with the pre-qualification.
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  • A candidate must have attended at least one CFE dinner program as a guest (six held annually).
        
        - Send all documents to the Administrative Office at admin@chicagofinanceexchange.org.
        
        - Once these documents are received and the candidate has attended a dinner, they are reviewed by the Membership Committee and the Board for approval. Board meetings are typically held the second Monday in the month in February, April, June, August, October and December.
            
    • Sponsors will be notified by the Membership Committee of approval.
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