We’re getting the band back together!
In fact, we want to welcome and include many of our newest members into our chapter meetings. Historically, it was these meetings that formed the foundation of the association, and we need to get back to our roots.
Covid led to some changes, but as we came out of the pandemic, the need to revive the global community feeling was front and centre in our minds. This is how the Chapter Development Committee was formed. Together with my fellow board members, Gina Martin Adams, CMT, Ananda Bhaumik, CMT, Eric Caisse, CMT, Dan Shkolnik, CMT, I have been working with Rob and John to revisit how our global chapters are structured.
Think of our committee as the stage crew for the rock stars of technical analysis. We set the stage for you to shine, crafting meetings that are as much about learning and professional growth as they are about getting to know your fellow chart enthusiasts. These are the spots where old pros and newbies alike can share a chart or a challenge, find a mentor, make a friend, and even change the trajectory of their careers.
With the help of many new faces and some of the usual volunteers we are excited to get the New York chapter back consistently and more active than before. Our India and Hong Kong Chapters are serving as prototypes for a global strategy that helps us take our culture and 50-year legacy to every member everywhere in the world.
It’s chapter meetings when we share some of the best ideas, network, and talk markets until we are blue in the face. We have experienced a resurgence and there’s a strong desire for more and we hear you.
Our meetings are so much more than just “meetings”
Enhancing Reach and Relevance:
We’re on a mission to bring the vibrant spirit of CMT chapter meetings far and wide. From bustling city centers to quiet corners of the globe, we’re committed to ensuring that no matter where you are, you’re part of the CMT family. Whether it’s by hosting virtual meet-ups or setting up new chapters, we’re dialing up our efforts to keep everyone in the loop and part of the conversation. Let’s chart the course of technical analysis together, in every market, in every city!
Strengthening Governance:
But what’s a band without some ground rules? To keep our ensemble in tune, we’re fine-tuning our governance structures. By clarifying roles and expectations for our chapter leaders and introducing robust oversight mechanisms, we’re ensuring that our chapters not only meet but exceed the high standards we set. This way, every chapter acts as a beacon of integrity and professionalism—keynotes in our symphony of success.
Improving Resource Management:
Let’s talk brass tacks. We’re ramping up our resource game. By harnessing cutting-edge technology and streamlining our processes, we’re making sure that our chapters have what they need, when they need it, without missing a beat. From smarter use of our CRM systems to more effective event management tools, we’re investing in capabilities that support our chapters in delivering top-notch experiences to every member.
Increasing Member Value:
Every meeting, every event, every workshop—we’re setting the stage for you to shine. By diversifying our speakers and topics, we’re enriching our offerings, ensuring that every member finds value, whether they’re market mavens or chartist novices. And let’s not forget the power of connection. Our meetings are the perfect place to build relationships that go beyond charts and indicators, creating opportunities that are as valuable personally as they are professionally.
Volunteer Recruitment and Retention:
Remember, our chapters are only as strong as the volunteers who run them. We’re stepping up our game in recruiting passionate, driven individuals who want to make a mark. With clearer paths to involvement and defined benefits like leadership training and recognition, we’re not just filling positions; we’re building leaders. Come on board, and let’s make waves together!
Measuring Impact:
And how do we know we’re hitting the right notes? By keeping our ear to the ground with solid metrics and feedback mechanisms. From member satisfaction surveys to engagement metrics, we’re keeping tabs on our performance, fine-tuning our strategies, and ensuring that our efforts resonate with the needs and aspirations of our community. Your feedback is our compass, guiding us toward continuous improvement and innovation.
What we’ve done…
Over the last several months we have welcomed some of the newest CMT’s to the NYSE and had cocktails after the closing bell. Through this endeavor we got to learn what the CMT journey was like and what paths it may lead us going forward. It was great to meet with them, network and also learn where the CMT Association can improve for its members.
We had our (hopefully) annual Christmas party in lower Manhattan watching JC Parets, CMT plow through charts and revel with some titans in the industry including Tom Lee and Mark Newton, CMT.
We hosted a good friend of the organization, Larry McDonald, as he talked about his new book and market views in the historic vaults of 40 Wall St.
We hosted our June event in the Fidelity offices in the Flatiron district. John Gagliardi, CMT will be hosted a lively discussion of the latest market trends. Following that we congregated at a local establishment to network and as Arthur Cashin would say – “marinated a few ice cubes”.
This edition of Technically Speaking also features recaps of other brilliant meetings that happened around the world, both in person and virtual.
How we sustain and grow…
This comes from the help of all of you. We need partners and venues to host. Discussions are ongoing with several locations, but ideas are always welcome.
We need to continue to welcome and encourage our newest members to get involved and stay involved. We cannot have the same speakers all the time. We want to see new faces and hear fresh ideas. We need to grow our bench because it’s as deep as anytime in the association’s history.
Looking ahead, the Chapter Development Committee is all in. We’re here to grow our reach, deepen our impact, and keep the CMT Association as the beacon of excellence in the financial services industry. We’re inviting every one of you to jump in, get involved, and be part of this thrilling journey. Let’s make these chapters shine, together!
Our goals as a committee are to meet quarterly at a minimum and expand the all-star rosters of presenters and participants.
If you have over 40 active members and candidates in your country, and/or over 25 active members in your city, it’s time to plan a member meeting! Roll up your sleeves!
It’s you who make us great and we want to let you shine.
Jay Woods, CMT
CMT Association Board Member
Chief Global Strategist Freedom Capital Markets.
