Dear colleagues,
It is my privilege and pleasure to inform you that the Board of Governors, on the recommendation of the Nominating Committee, has approved the following slate of officers and governors to be presented to the membership for election at the 14 July 2022 Annual Meeting of Members:
Officers:
(Term length: 1 September 2022 – 31 August 2023)
- Chair: Mark Lazberger, CFA
- Vice Chair: Tricia Rothschild, CFA
Governors:
(Term length: 1 September 2022 – 31 August 2025)
-
Oyebanji Fehintola, CFA
-
Mei Gao, CFA
-
Tricia Rothschild, CFA
-
Maria Wilton, CFA
The 2022 proxy statement, as well as instructions on how to cast a vote, will be sent to members the week of 16 May. We are confident that the wisdom and expertise of the recommended slate of officers and governors in this effort will allow for our societies, staff, and CFA Institute to be supported for future, consistent success.
I would like to extend a well-deserved thank you to our Nominating Committee, PCRs, and societies for the great candidate pipeline that was formed this fiscal year. We will continue to engage this pipeline in future nomination cycles as well. If you have any questions on the timing of the proxy statement, the logistics moving forward, or general questions please reach out Joe Lange or me.
Take care,
Daniel Gamba, CFA
2022 Proxy At a Glance
- Proxy voting will open the week of 16 May and close on 13 July.
- The Annual Meeting of Members will take place on 14 July from 8 to 9 am ET. Register now!
- Voting matters for 2022 include the following:
- Approve amendments to the CFA Institute Articles of Incorporation and Bylaws. These amendments aim to provide the organization with flexibility for future expansion (including the ability to add non-voting membership classes), enhance transparency, align with best practice, and refine our governance.
- Elect a Chair and a Vice Chair to the CFA Institute Board of Governors for fiscal year 2023.
- Elect four Governors, each to serve a term beginning 1 September 2022 and ending 31 August 2025.
- Ratify the selection of an independent registered public accounting firm for fiscal year 2022.
Proxy Outreach Schedule
In conjunction with Election Services Corporation, we will alert eligible regular members that the proxy vote is open and urge them to cast their votes. Emails are scheduled during the following weeks:
- 16 May
- 30 May
- 13 June
- 20 June
- 4 July
- 11 July
We will supplement this outreach with posts on social platforms and other channels. Remember that because the member renewal and proxy voting cycles will overlap this year, CFA Institute will need to be agile and pivot as necessary to support participation in these critical activities. Please refer to our campaign schedule on Society Center (Membership tile > Member Renewal Campaign) for more information, and access our promotional toolkit for ideas to engage your eligible society members in this year's vote..
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