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West US Chapter

About

The West US Chapter represents CMT Association members across Silicon Valley, Southern California, and the Pacific Northwest, regions marked by financial technology innovation and dynamic market conditions. This chapter facilitates local, in-person networking and educational events focused on technical analysis, providing resources and support for Chartered Market Technician® (CMT) Program candidates. It acts as a regional hub that connects city-level communities to the broader CMT Association mission, fostering a vibrant professional network tailored to the unique interests of practitioners in this diverse and rapidly evolving market landscape. The chapter also ensures compliance with local governance and record-keeping standards, reinforcing consistent standards within the Association’s framework.

Mission

The West US Chapter advances the CMT Association mission by delivering relevant programming and networking opportunities that reflect the innovative and diverse nature of its region. It empowers local leaders to organize educational events and candidate support activities that address the evolving needs of technical analysts in financial technology hubs. The chapter upholds values of innovation, inclusivity, and market relevance, ensuring members have a platform to exchange insights and apply technical analysis effectively. Through consistent governance and collaboration with city communities and regional partners, the chapter strengthens member engagement and supports the professional growth of CMT Program candidates. It commits to transparency and accountability by maintaining thorough event documentation and governance reporting, thereby sustaining trust and alignment with the Association’s standards.
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Chapter & Community

Understanding the nuanced differences between our volunteer groups.

CriteriaChapterCommunity
Geographic RemitRegulatory Jurisdiction (typically country)35-mile radius with 10 active members or candidates (typically city)
Core Member Engagement ResponsibilityMembers outside formal communities engaged digitallyLocal community meetups create a vibrant, collegial fraternity
Volunteer-led Event/Meetup FrequencyAnnual (proposed 2028 onwards)Quarterly (ASAP)
Advocacy OwnershipRegulators, MediaAcademia, Employers
Minimum Eligibility to VolunteerLevel 3 candidateLevel 2 candidate
Eligibility to be a Chair/Vice ChairProfessional MemberProfessional Member

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Call to Service

Discover how you can contribute your expertise to West US Chapter.

The Group Experience
BUILD THE LOCAL HOME OF TECHNICAL ANALYSIS

CMT Association chapters connect charterholders, candidates, and market practitioners in a shared region. Chapter leaders organize local programming, welcome new members, and represent the Association to nearby markets and schools.

Core Responsibilities

  • Steward the CMT Association mission at
    Steward the CMT Association mission at the national level, extending engagement to members and stakeholders beyond individual city communities
  • Lead national advocacy
    Lead national advocacy for technical analysis with regulators, financial media, and institutional employers
  • Provide governance oversight
    Provide governance oversight and leadership for city Communities, ensuring consistent standards, reporting, and volunteer support across the country

Core Activities

  • Engage members and partners outside city Communities through national communications, virtual touchpoints,
    Engage members and partners outside city Communities through national communications, virtual touchpoints, and cross-city initiatives
  • Host annual or flagship Chapter summits
    Host annual or flagship Chapter summits and thematic inclusion campaigns that bring multiple Communities together
  • Meet regularly with national regulators
    Meet regularly with national regulators and financial media outlets to promote recognition of technical analysis and the CMT Program
  • Coordinate and support Community leaders, including scheduling leadership calls, sharing programming templates,
    Coordinate and support Community leaders, including scheduling leadership calls, sharing programming templates, and tracking basic governance and reporting
  • Hire and onboard Chapter-level volunteers
    Hire and onboard Chapter-level volunteers and conduct regular Chapter volunteer meetings to review progress and plan upcoming programs