In preparation for the next renewal cycle opening in May 2019, we are preparing to launch improvements to the membership transactions process for those reactivating memberships and joining CFA Institute and societies.
To accommodate time for deployment, data verification, and testing, we will not accept membership transactions from 1 – 8 February. A notice will be posted on our website to ensure that the small number of reactivating or joining members (estimated to be approximately 200 globally, based on past history), will be aware of this down time. We will update you if there are any changes to this schedule.
Launching now, rather than waiting until May 2019, allows us to verify the system and collect feedback with a small volume of members reactivating or joining (estimated to be approximately 2,000 globally), during the three-month period 1 February through 30 April. As you know, this is a huge endeavor, encompassing risks and complex technology components, which is why we are releasing during a relatively quiet period.
The changes being implemented will simplify the member renewal experience and enhance reporting functionality. For a reminder of changes and benefits to your society and our members, refer to the November Connexions article.
There is no impact to your society during this initial launch. In the coming weeks, we will share detailed information with you about the membership process and reporting enhancements, both via Connexions and the Society Center. Your support at this time will be essential in identifying potential improvements and providing feedback to us through your Society Relations Managers.
Please reach out to your Society Relations Manager with any questions.
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