Volunteering

The Portland Chapter is a small chapter with a large percentage of clubs and lifetime BI members when compared to large and mega-large chapters in the country. Our area of service includes Western Oregon and Southwest Washington state. We provide periodic Stock Study meetups and an annual education event coupled with a short Annual Meeting each Fall. We send you chapter newsletters via email once a month or twice a month. We provide free club visits when asked. We teach Beginning SSG,  Beyond Beginner, and Portfolio Management classes for OLLI at Southern Oregon University. 

This is all done by volunteers. We need some new volunteers, including board directors, to help with these events if they are to continue.  Some of our volunteer directors are new. One has been volunteering for 20 years. We have fun doing what we do and enjoy each other’s company at our meetings. 

If you have enjoyed any of our events or services, please consider volunteering to help us continue to host events in the future. Whether you have a few hours now and then or can make a longer commitment, you can be of enormous help. 

 Here is an overview of the various volunteer roles in a BetterInvesting chapter:

  • What is a “Volunteer”?  A BetterInvesting member who wishes to contribute to the chapter.  A volunteer may be invited to become an Associate Director on the Chapter Board or, after serving the prescribed “apprenticeship period,”  be eligible to be voted in as a director. 
  • What is an “Associate Director”?  A volunteer who wants to be involved in the leadership and management of the Chapter.  It is a prerequisite to being nominated for election as a full Director. It can be considered to be a training ground prior to election to full Director to determine if the candidate fully understands and accepts the duties and responsibilities of a full director. The Associate Director position affords the Chapter Board the opportunity to work and observe the candidate for at least one year to see if the person is compatible with the Chapter Board and its purpose.
  • Who can be a Director?  Any Portland Chapter member may be elected to be a Director after service as an associate director.  There are prerequisites to being a Director.  A prospective Director must first have satisfactorily served as either a Volunteer or an Associate Director for a minimum of one year.  
  • Who are the Officers of the Board and how are they selected?  The officers of the Portland Chapter are a President, several Vice Presidents in various functional areas, a Secretary, and a Treasurer.  Following the Annual Meeting and preceding the beginning of the next fiscal year, the current President convenes a special Chapter Board meeting to select officers for the new fiscal year from the newly elected Board.  
Associate and full directors receive deep discounts on BetterInvesting membership fees, online tools, classes, and the BetterInvesting National Convention, as well as the benefits from our educational opportunities and skills training at Board meetings and social events. 
 

Please contact us at president@portland.betterinvesting.net to learn more, or submit the Volunteer Application form. We look forward to meeting you!  

Here are some of the ways you can help:

  • Board member
  • Newsletter writer/contributor/editor
  • Website design/maintenance
  • Social Media Coordinator
  • Marketing/publicity
  • Assistant Secretary
  • Class instructor/Assistant (Ashland/Medford or Portland Community College)