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CAUFP "Vintage" Member Survey
CAUFP turns 30 in 2027 making this the perfect time to reconnect with you, our vintage members, to understand where you are in your careers and what you're looking for when it comes to community involvement, professional development and networking.
Your answers will inform how we enhance CAUFP's programming.
Part 1: The Career Snapshot (Demographics)
Q1: What best describes your engagement with CAUFP over the last 1-2 years?
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Q1: What best describes your engagement with CAUFP over the last 1-2 years?
A
Actively engaged in the past 1-2 years
B
Occasionally attended events
C
Haven't engaged in several years
D
Previously a member but fully disengaged
Other
Q2: What led to your reduced engagement with CAUFP?
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Q2: What led to your reduced engagement with CAUFP?
A
Programming was not relevant to my career stage
B
Events didn't feel like a strong use of time
C
I didn't feel a strong sense of community or connection
D
My priorities shifted (career, family, etc.)
E
I wasn't aware of what was being offered
Other
Q3. Which of the following best describes your current career stage?
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Q3. Which of the following best describes your current career stage?
A
Individual Contributor/Consultant
B
Middle Management (Manager, Senior Manager)
C
C-Suite/Executive (Director/Senior Director, Assistant Vice President)
D
Founder/Entrepreneur
E
Career/Next Chapter/Retired
Other
Q4. How many years of experience do you have in your industry?
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Q4. How many years of experience do you have in your industry?
A
Less than 10 years
B
10-15 years
C
15-20 years
D
20+ years
Other
Q5. What is your primary area of expertise or industry focus today?
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Q5. What is your primary area of expertise or industry focus today?
Capital Markets
Wealth Management
Fintech
Human Resources
Sales & Marketing
Technology
Risk Management
Consulting
Process Management
Finance/Accounting
Insurance
Other
Part 2: Equipping the Next Generation (Mentorship & Community)
Q6. One of CAUFP's mandates is community engagement. We focus on financial literacy of the Black community as well as exposing young people to the wide range of career options within the financial services industry. What types of community engagement resonate most with you today?
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Q6. One of CAUFP's mandates is community engagement. We focus on financial literacy of the Black community as well as exposing young people to the wide range of career options within the financial services industry. What types of community engagement resonate most with you today?
A
Financial literacy programs for Black youth
B
Financial literacy programs for the broader Black community
C
Pro-bono consulting for Black-owned small business
D
Sponsoring scholarships
E
Career awareness events/panel discussions
F
Youth summit
Other
Q6. Mentorship - both formal and informal - has been a staple in the value CAUFP provides. I would like:
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Q6. Mentorship - both formal and informal - has been a staple in the value CAUFP provides. I would like:
To be a mentor
To be mentored
Neither
Q7. Which forms of mentorship activities appeals to you?
Q7. Which forms of mentorship activities appeals to you?
Hosting small in-quarter 'Ask Me Anything' discussions
Speed-mentoring event
Leading a one-off masterclass/workshop
I can't commit to mentoring relationships but open to informal conversations with members at events
Other
Q8. How much time do you have available for CAUFP community and mentorship initiatives?
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Q8. How much time do you have available for CAUFP community and mentorship initiatives?
A
1-2 hours per month
B
1-2 hours per quarter
C
Open to project-based events as my schedule allows
D
No time available right now
Part 3: Leadership Value & Professional Development
Q9. Which of the following are the most relevant challenges in your current role?
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Q9. Which of the following are the most relevant challenges in your current role?
A
Managing the change fatigue with my team as they struggle with the rapid pace of change
B
Navigating the people change with my team as they struggle with innovations like AI
C
Fostering cultural cohesion across our teams in hybrid work environments
D
Avoiding the burnout that can result from juggling work priorities and the 'emotional labour' involved in coaching our teams
E
Strategies to retain top performers
Other
Q10. At your current leadership level, what does meaningful professional development look like for you?
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Q10. At your current leadership level, what does meaningful professional development look like for you?
A
Board readiness and placement training
B
Executive presence and media training
C
Navigating corporate politics at the executive level
D
Tech integration/AI strategy for business
Other
Q11. What type of content would be relevant to you at our meetings? What transforms an event from an 'I'll catch the recap' into a 'Must-Attend' for you?
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Q11. What type of content would be relevant to you at our meetings? What transforms an event from an 'I'll catch the recap' into a 'Must-Attend' for you?
A
Quality speaker, industry thought leader
B
Peer-to-peer problem-solving roundtables
C
Networking events opportunities/Social experiences to connect with other professionals
D
Strictly business/tactical execution workshops
Suggest topics that would interest you
Q12. When engaging with your peers (other senior leaders), what type of connection are you primarily seeking?
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Q12. When engaging with your peers (other senior leaders), what type of connection are you primarily seeking?
A
A trusted sounding board for leadership challenges
B
Deal flow and co-founder/board members
C
Senior leaders who can help me prepare for the next level professionally
D
Purely social connection with individuals who have shared professional experiences and values
Other
Q13. What is the most frictionless format for you to attend regular CAUFP events?
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Q13. What is the most frictionless format for you to attend regular CAUFP events?
A
Early morning breakfast briefings
B
Weekday after-work dinners/drinks
C
Hybrid formats (listen-only)
D
Weekend retreats/summits
E
Regular evening meetings - monthly/quarterly
Other
Q14. If CAUFP is going to successfully build a dedicated space to help you grow professionally while helping CAUFP build a pipeline of Black leaders behind you, what is the one thing we absolutely must get right?
Q15. Please provide any additional feedback here that you would like to share with the CAUFP Board
Submit