Board Of Directors
Board of Directors
The President is responsible for presiding over Board Meetings, General/Special Sessions and the Conferences. The President sets the strategic direction of the organization and is the official spokesperson of the organization and the general administrator/steward of the association.
The Vice-President is a signing authority of the organization and, in the absence of the President, is responsible for presiding over Board Meetings, General Meetings or the Conference.
Wealth One Bank of Canada
The Treasurer is responsible for the care and custody of the CSRSA funds, making all payments for operating expenditures within their mandate and gaining approval for any unusual items. The Treasurer is also responsible for delivering audited financial statements to the Board and the Membership on an annual basis.
TD Canada Trust
The Secretary is responsible for ensuring that Board Meetings and decisions made therein are properly and completely documented and may also provide guidance to the Board, in consultation with other Directors, on legal, privacy, compliance and governance matters, seeking professional services as required to provide good counsel on such matters as directed by the Board.
The Membership Manager is responsible for the overall care of the membership database management, and membership related questions.
The Communications Manager is responsible for electronic communication with the membership, and those non-members who opted in to receive emails, to support General Sessions / Seminars / Workshops / Conferences attendance.
SCORE Statistical Consulting
The Website Manager is responsible for maintaining the website content, troubleshooting any issues relating to the website and seeking solutions together with the website developer vendors. The Website Manager is also responsible for documentation of any significant design changes to the website and testing the design changes.
S. Young Consulting Inc.
The Sponsor Manager is responsible for the overall management of and communication with the CSRSA Sponsors. This includes membership renewal invoicing, assisting with employee membership updates, obtaining sponsor focus descriptions and logos for the website/conference, and coordinating conference sponsorship pledges and SWAG.
Conference Committee Chair
The Conference Committee Chair, with a team of committee members, is responsible for the overall planning, organizing, development and execution of the conference agenda each year. They liaise with the meeting planner, develop conference budget and timeline schedule and reviews/signs all contracts on behalf of the CSRSA. The Conference Manager directs the activities of the conference committee and ensures all timelines and deliverables are met.
Conference Committee Member
Conference Committee Member
Bank of Montreal
Professional Development Chair
The Professional Development Manager is responsible for development and delivery of the content for the General Sessions / Seminars / Workshops each year.
Professional Development Manager
Web / Social Media Manager
Royal Bank of Canada