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

Click here to view and download the nomination form.
 

Member Reinstatement
Former CFE members interested in reinstating their membership may apply for reinstatement by completing and submitting the following form: Reinstatement Form
  

Requirements and Documents Needed for Pre-Qualification: 

Completed nomination form.     

• Must be completed by sponsor -- not the candidate.
• Please provide as much information as you can on the form. The seconding member information is not required at this stage of the process.
  

Email the nomination form to membership@chicagofinanceexchange.org. One of the committee chairs, Maria Tabrizi, Julie Durkin, or Susan McDermott, will follow up as needed.

Once the document is received, the candidate will be reviewed by the Membership Committee. Sponsors will be notified if the candidate is pre-qualified and given a special discount code for the candidate to attend an upcoming event.

Requirements and Documents Needed for Board Approval

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

1. Completed nomination form (if not fully completed at pre-qualification)

2. A seconding letter of support from another CFE member in good standing

3. Candidate must have attended one dinner program, or another CFE event as approved by the board and membership committee. 

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.   

Once these documents are received and the candidate has attended a dinner, they are reviewed by the Membership Committee and the Board for approval.