CMT Volunteer R&D
Charlotte Community
About
The Charlotte Community connects CMT Association members in one of the largest banking centers in the United States. This group serves a significant concentration of professionals in corporate finance, investment banking, and asset management. After New York City, Charlotte is the second-largest banking capital in the United States. Its modern financial identity was forged through a series of major bank mergers, creating a concentration of financial talent and corporate headquarters that makes it a vital center for the practice and advancement of technical analysis.
Mission
The mission of the Charlotte Community is to provide a leading, high-impact forum for technical analysts within this major American financial center. We organize high-quality educational events and strategic networking opportunities that foster deep connections among practitioners at top-tier institutions in the local banking and investment landscape. We value professionalism, connectivity, and industry advocacy, actively promoting the value and integrity of the Chartered Market Technician® (CMT) designation. By serving as a central hub, we ensure that our members have continuous access to expert knowledge and peer collaboration, strengthening the professional practice of technical analysis throughout the Carolinas.
Media
Leadership & Support
Core Responsibilities
Build a strong local culture of learning and inclusion through regular, in-person engagement for members in a specific city or area.
Champion outreach to local universities and employers to grow awareness of technical analysis and the CMT Program in the local market.
Maintain a healthy, self-governed volunteer group that delivers reliable programming and reports into the Chapter as needed.
Call to Service
Understanding Groups and Gigs
What is a Group?
A Group is an ongoing, strategic body of volunteers who collaborate on a defined mission over an extended period. Groups have formal governance, defined membership, and regular meeting cadences. Joining a group means becoming part of a team committed to driving long-term impact within CMT.
What is a Gig?
A Gig is a short-term, tactical assignment with a clear deliverable and timeline. Gigs are ideal for volunteers who want to contribute their expertise to a specific task without a long-term commitment. They are time-boxed and goal-oriented.
(How to Join This Group)
| Group | |
|---|---|
| Ideal Candidate |
Eligible CMT Journey Stages
Leads: Active Professional Member or Affiliate Member; Volunteers: Active Candidate L2+
Key Competencies
Local convening; event execution; CRM basics
Suggested Career Age & TA Depth
3+ years experience; 1–3 years TA |
| What You'll Do |
Core Activities
Host quarterly Community meetings and networking events, including thematic inclusion-focused sessions tailored to the local audience. Organize and deliver outreach visits, talks, or collaborations with local universities and employers to encourage rigorous technical analysis education and practice. Welcome new members at events and maintain active local communication channels (mailing lists, chats, or social media) to keep members engaged. Hire and onboard Community volunteers, assign roles for events and outreach, and conduct regular volunteer group meetings to track plans and progress. |
| Time Commitment |
Recommended Time Commitment & Cadence
Community leaders should expect a commitment of 4–8 hours per month. This includes a 1-hour monthly planning meeting, plus time for venue coordination, local member outreach, and social media engagement. During months with major local events, this commitment may increase to 10–12 hours.
Communities are expected to convene their leadership groups at least six to eight times per year. While the formal requirement is bi-monthly, most successful communities meet monthly to plan local networking mixers, technical talks, and candidate study sessions.
Member Appointment & Term
BYLAWS §8.02(E): The members of the committee shall be appointed by the committee chair with the approval of the Board to serve for a term of one (1) year or such longer period as the Board may determine, provided that no individual shall serve as a member of a committee (including anytime as committee chair) for more than four (4) consecutive years.
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Available short-term assignments will be listed here.