The Group Experience
SHAPE THE FUTURE OF TECHNICAL ANALYSIS
CMT Association committees are standing bodies of charterholders who steward a specific function of the Association — curriculum, ethics, governance, programming, and more. Committee members are appointed based on qualifications and experience.
Core Responsibilities
- Safeguard financial healthMonitor and manage the Association’s overall financial condition to ensure stability and long-term viability
- Develop annual budgetPrepare and propose the yearly budget aligned with strategic priorities and operational needs
- Oversee reserves and investmentsManage the Association’s reserve funds and strategic investments to optimize returns while controlling risk
- Advise on resource allocationProvide guidance to the Board regarding the strategic deployment of financial resources to support organizational goals
- Ensure fiscal responsibilityEstablish and uphold policies that promote prudent financial management and sustainability
Core Activities
- Build and recommend the annual budget with staff
- Monitor monthly and quarterly financial statements
- Oversee reserves, investments, and funds policy
- Review and interpret financial statements (GAAP)
- Review the annual Form 990 filing


