CFE Membership Guidelines

To ensure your nominated candidate qualifies for consideration, please review these general CFE Membership Guidelines used by the Membership and Executive Committees when assessing candidates’ qualifications.

Three Main Criteria

• Target women in senior leadership roles who work in finance-related functions and/or the financial services industry who are primarily based in the Chicago metropolitan area.
• While all organizations vary in titling, general title “minimums” could be Executive, Director, Vice Presidents or Partners,
• Consider the overall breadth, scope and accomplishments of an individual’s career and current responsibilities
• Confirm candidate’s interest in broadening professional network and engaging with other woman professionals.

Other Considerations

• Maintain an appropriate balance between industry groups and organizations for optimal personal and professional development for members.
• Be sufficiently selective, to support and enhance the stature of the Chicago Finance Exchange.

If you have questions or would like further clarification, please email: membership@chicagofinanceexchange.com

Effective April 14, 2026