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ISA Leadership Development Certificate Program

By completing and submitting this form you are confirming that you have completed the ISA Leadership
Development Certificate Program and are requesting your certificate of completion.

Member ID:
Full Name:
Initial Enrollment Date:
Completion Date:

Leadership Participation Activities

100 points are required to complete the program. Points are obtained by participating in the 3
categories listed below. A minimum number of points are required in each category. Please list your
points earned next to each activity and the date.

1. General Leadership Training (30 points are required in this category)

Points/ General Leadership Training Date Points/Credits
Credits Earned
5 Read an approved book on leadership practices (5
points per book. Maximum 3 books). Refer to
Leadership Development Book List for Approved Books
5 Present material from book or training seminar read
above at intracompany meeting, DLC, Section
Meeting, Spring or Fall Leaders Meeting (minimum 1
5 Develop and present an intracompany training course
External leadership/management training webinar or live (subject
to prior approval. i.e. Coursera, Harvard University Online
Training, Dale Carnegie)
2 - Single Day Webinars 0-2 hrs

4 - Single Day Webinars 2-4 hrs

6 - Single Day Webinars 4 hrs and greater

10 -Full day live sessions

10 - Multi-Day Webinars

5 Read 3 InTech Feature Articles (Issue Number and Title



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2. ISA Specific Leadership Training (Minimum 9 topics to be reviewed (27 points), Ethics
mandatory (30 points required))
Points/ Points/Credits
ISA Specific Leadership Training Date
Credits Earned
3 ISA Professional Ethics: A Practical Perspective
3 Generating Revenue
3 Tools for Communicating to your Members
3 ISA Leader Resources
3 Engaging Students
3 Society Finance and Investment Policy
3 DLC Planning
3 Hosting a Table Top Show
3 ISA Section Operating Dates
3 Setting Up Section Event Programs
3 Membership Retention and Recruitment

3. Leadership Roles & Activities (40 points required, must have completed role in last 5 years.
For multi-term positions, only first year applies)
Points/ Points/Credits
Leadership Roles & Activities Date
Credits Earned
Attendance at the Spring Leaders Meeting or Fall
Leaders Meeting
2 Attendance at a District Leadership Conference
Facilitate Leader Training Session at ISA Fall Leaders
8 Write an Article for InTech (upon approval)
8 Create a Leadership Training Module
5 Present at a local section meeting
5 District Vice President
4 District/Department Vice President Elect
4 Division Director
3 Be a Member of a Division
2 Be a Member of an active Standards Committee

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2 Other Section or Division Officer Positions
4 Committee Chair**
2 Committee Member
5 Section President
4 Section Vice President
3 Section Treasurer
2 Section Secretary
2 Section Program Chair
2 Section Webmaster
2 Section Newsletter Editor
2 Section Membership Chair
2 Section Standards and Practices Chair
2 Section Divisions Chair
2 Section Student Liaison Chair
2 Section Honors and Awards Chair
2 Section Education Chair

Total Points Overall:

Total Points Required for Certificate is 100.
Confirm that your total points equal 100 before submitting.

Please provide this completed form, along with any additional supporting documents via email to
Rachael McGuffin, Member Services Manager at
Your application will be reviewed by ISA Staff. Notification will be sent to you advising whether you have
successfully completed the program.
Thank you.

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