Greetings from my home in Charlottesville to all of you around the world in yours. Thank you to all who joined recent virtual conversations with our regional colleagues and who joined me and Marg for the global society town hall two weeks ago. We appreciate your ongoing engagement in our important work together.
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The extraordinary times we are living in make ordinary messages about budgeting and deadlines feel a bit tedious, but now more than ever, good business discipline is critical. CFA Institute has given careful thought to our expenses and priorities for the remainder of this year and next. We will be opening the business planning process for societies to report on your own planned activities and budgets for FY21, beginning on 18 May.
As communicated, the Operational Funding Formula will remain intact for FY21, while Project and Brand Activation Funding programs will be discontinued. Please focus your programming and other activities on core services most valued by your stakeholders and which can be self-funded.
Please find instructions, requirements, and deadlines regarding the FY21 business planning process here:
Stay safe, be well.
Randi
Member Value
Membership Renewal: Updated Timeline and Toolkit
To support scheduled candidate communications, CFA Institute will now begin our renewal email campaign in late May. We recommend that societies begin your renewal campaigns no earlier than mid-June. To accommodate this later timeline and our COVID-19 response, we have updated our Renewal Toolkit with email copy that reflects the extended deadline and changes to our Professional Leave policy. Find an updated toolkit and assets on Society Center.
73rd CFA Institute Annual Virtual Conference
The 73rd CFA Institute Annual Virtual Conference will be hosted over three days and feature presentations and interviews with noted investors, geopolitical experts, best-selling authors, coaches, psychologists, leading researchers, and successful practitioners.
Encourage your members to virtually join us for the 73rd CFA Institute Annual Virtual Conference.
Society Management
COVID-19 Resources
Many local societies have been sharing ideas, content and virtual events on the COVID-19 resources page of Connexions. We encourage you to check out the page and submit resources and content that have helped you to handle the impact of COVID-19. By collaborating, we can be agile, learn from one another, and navigate these challenging times together.
Strategy Survey Report Results
On 18 March, we sent a survey to our global society leadership to collect input on the CFA Institute strategy for FY21. The survey was open until 31 March and solicited feedback regarding the needs of members, conditions and factors in local markets, and society engagement with local employers. To improve the response rate, we reopened the survey from 16 April to 20 April. See the report on Society Center.
Presidents Council: Call for Nominations
Interested in serving on our Presidents Council? Calls for 2020 Presidents Council nominations close on 19 May 2020. Find information about which subregions have open positions and more about Presidents Council Chair responsibilities here.
Society Activity Calendar
Make sure you keep up-to-date on the latest activities that impact the CFA Society® community, including events, meetings, society activities and society-led events.
Get to know Randi
Randi Tolber, CFA, is Head of Global Society Relations at CFA Institute. Her team manages relationships with 158 CFA Societies located in more than 90 countries around the world.
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