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.