Login to view this content

Forgot password?

Don’t have an account?

The registration email has been resent. Please click the link within it to confirm your email address.

Register

*Required field
View privacy policy

An email has been sent to the email address provided. Please click the link within the email to confirm your email address.

Close Popup
Help us make your Connexions even better

Based on your visit today, how would you rate your overall Connexions experience?


  • 1
  • 2
  • 3
  • 4
  • 5
What do you like most about Connexions?*
What content or features would make your Connexions experience better?
CFA Insitute CFA Connexions

BUILDING SOCIETY EXCELLENCE

MENU
  • Home
  • Archive
  • Strategic Focus
    • Advocacy
    • Building Brand
    • Member Value
    • Outreach
    • Society Management
  • Resources
    • Society Resources
    • Shareable Social Content
    • Society Center
  • Calendar
  • Submit content
  • CFA Society® Community Content
  • Home
  • Archive
  • Strategic Focus
    • Advocacy
    • Building Brand
    • Member Value
    • Outreach
    • Society Management
  • Resources
    • Society Resources
    • Shareable Social Content
    • Society Center
  • Calendar
  • Submit content
  • CFA Society® Community Content
March 2021 » Member Value

Member Renewal and Proxy Voting Kick Off in May

This year, two critical member* activities—our renewal cycle and member proxy vote—will overlap from May through mid-July. Read more to find out how CFA Institute is promoting engagement with these transactions and the resources we are providing your society.


Renewal for 2021-2022 Opens on 3 May

Despite the challenges of the 2021–2021 membership year, we are proud to have worked with you to offer our members opportunities to continue their professional, personal, and career development. We look forward to kicking off the 2021–2022 membership renewal cycle.

Please note the following for key dates and information about the 2021–2022 cycle:

  • We plan to open our systems to accept member renewals on Monday, 3 May.
  • This year, to enable ongoing user enhancements to our systems, the ability to generate an invoice will be unavailable to all members until renewal opens on 3 May. Dues payments can still be made via credit card payment and AliPay.
  • In recognition of the continued impact of the COVID-19 pandemic,we will continue to waive the five-year membership requirement of our professional leave policy so that all members not currently working full time in the industry as a result of the pandemic are eligible for reduced membership fees. Members can request this option in the renewal experience.
  • We have developed promotional resources to support your society’s renewal efforts. Access the resources and find:

    • specifics of the global campaign
    • key campaign dates (including recommended dates for your society’s efforts)
    • segmentation
    • messaging
    • downloadable assets
    • information about new renewal URLs for use in your society’s emails and social posts
  • The deadline to renew is 14 July; however, we will not begin our lapse campaign until September.

Proxy Voting Opens on 18 May

Our organization’s proxy vote typically opens in March and closes in May. This year, to support a more competitive nominations process and virtual event, the proxy vote will open on 18 May and close on 14 July. The Annual Meeting of Members will take place on 15 July.

Eligible regular members can expect to vote on the following:

  • Elections for Chair, Vice Chair, and Governors
  • Amendment to the Bylaws to allow CFA Institute to host a fully virtual Annual Meeting of Members
  • Ratification of the selection of the independent registered public accounting firm

In April, we will provide societies with more information and resources for supporting members’ participation in the proxy vote.


Supporting Member Engagement

We understand that the overlapping proxy and renewal cycles will be a new experience for our members and societies. To support these critical activities, CFA Institute is implementing the following tactics:

  • Freeze on member emails coming from CFA Institute for specific weeks from May to July to preserve members’ time and attention to proxy and renewal transactions.
  • Alternating between renewal and proxy email touchpoints. To support this approach, we ask that you conduct your outreach in the windows indicated in the toolkit.
  • Amplifying and cross-promoting proxy and renewal, where possible (that is, explicitly tying the relationship between renewing membership with the organization and being an engaged participant by voting the proxy)
  • Campaign check-in date of 23 June to evaluate the performance of each campaign and pivot tactics as needed. We will communicate any resulting changes to campaign plans to societies after this date.
  • Communicating dates and deadlines more clearly and urgently.

Thank you for supporting our members through these important activities!

*In the mainland of China, CFA Institute accepts CFA® charterholders only.


SHARE ARTICLE
  •  
    Like article
    Like Article
To download assets, please view the site on a desktop device

Related

April 2021 » Advocacy

CFA Society South Africa Brings CFA Program Refresher Readings To Life

April 2021 » Advocacy

Ringing the Bell for Gender Equality

In celebration of International Women’s Day on the 8th of March 2021, more than 80 stock exchanges around the world took part in a global event focused on gender equality by hosting Bell Ringing ceremonies...

March 2021 » Advocacy

CFA Society Malaysia Builds Strategic Partnership That Benefits Members

On 14th January 2021, CFA Society Malaysia signed a Memorandum of Understanding (MoU) with the Securities Industry Development Corporation (SIDC)...

March 2021 » Member Value

Investing in Africa: Perspective from the Continent

Take 15 Series
What can Africa expect from a Biden administration? What is the outlook for the continent post-pandemic? Herman Warren, Africa Director for The Economist Corporate Network, discusses these questions and more.

March 2021 » Member Value

Machine Learning Applications: What We Can Learn from Healthcare Finance

Take 15 Series
Andrew W. Lo, Professor of Finance at MIT, talks about the application of machine learning techniques in his work on healthcare finance.

March 2021 » Member Value

Executive Update: Computer-Based Testing Launched and Upcoming Milestones

March 2021 » Member Value

Will Digital Asset Securities Revolutionize Capital Markets?

Take 15 Series
Carlos Domingo, CEO and co-founder of Securitize, discusses blockchain technology and the power of digital securities, or security tokens, to drive liquidity for private securities and democratize access to investing.

March 2021 » Member Value

The Emerging Asia Pacific Capital Markets: India

Research Foundation Briefs
After a massive capital markets transformation, India has two of the largest stock markets in the world and an expanding asset management industry.

March 2021 » Member Value

Geo-Economics Chapter 9: The Impact of Climate Change

Research Foundation Books
Climate change has become a critical consideration for investors. Two major geo-economic developments are key: the likely economic impact of climate change and the societal consequences of climate change...

February 2021 » Member Value

Enhanced Portfolio Optimization

Financial Analysts Journal
Managers can improve the performance of the mean–variance approach by using enhanced portfolio optimization (EPO).

February 2021 » Member Value

How to Make Smarter Decisions about Money

Take 15 Series
Paul Sullivan, author and Wealth Matters columnist for The New York Times, discusses why it’s important for financial advisers to discuss money scripts with clients and for families to talk to their children about money.

January 2021 » Member Value

Climate and Data Portfolio Scenario Analysis

Environmental, Social, Corporate Governance Investing
Asset owners are increasingly holding managers accountable for climate risk management, resulting in challenges to navigating the types of data available...

SHARE ON:

CLOSE
  • About ConnexionsAbout Connexions
  • CFA Institute websiteCFA Institute website
  • Society Relations contactsSociety Relations contacts
  • Contact Us
  • Privacy Policy
  • Terms & Conditions
  • Cookies Policy

This site is for informational purposes only. Featured ads are only for use in certain markets.
These images may not be reproduced without specific permission from CFA Institute.
© 2020 CFA Institute. All Rights Reserved.

We’re using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.

Continue

This material is provided for informational purposes only and may not be used in any commercial manner without prior written permission from CFA Institute.

© 2021 CFA Institute. All Rights Reserved.