Two critical member* activities—our renewal cycle and member proxy vote—will again 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 2022-2023 Opens on 3 May

We are proud to have worked with you to continue offering our members opportunities to advance in their professional, personal, and career development. We look forward to kicking off the 2022–2023 membership renewal cycle.

Please note the following for key dates and information about the 2022–2023 cycle. We plan to open our systems to accept member renewals on Tuesday, 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 on Society Center (Membership tile > Member Renewal Campaign) 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
• key campaign messages
• downloadable assets
• information about new renewal URLs for use in your society’s emails and social posts

The published deadline to renew is 31 July; however, we will not begin our lapse campaign until September.

Proxy Voting Opens on 17 May

Our members' participation in our proxy vote is critical to sound governance of our organization. This year's proxy vote will open on 17 May and close on 13 July. The Annual Meeting of Members will take place on 14 July.

Eligible regular members can expect to vote on the following:

• Elections for Chair, Vice Chair, and Governors
• Amendments to the CFA Institute Bylaws
• 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

To support members’ participation in these critical activities, CFA Institute is implementing the following tactics:

• Freeze on member emails coming from CFA Institute during these campaigns to preserve members’ time and attention to proxy and renewal transactions.
• Shifting the published membership renewal deadline from 14 July to 31 July to allow for more frequent reminders in the days and weeks before the renewal deadline (as we have observed in the last several years that emails sent before the deadline drive the most renewals). 
• 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.