Society Board/Staff Roster Resources

What is a Society Board/Staff Roster?

 

The Society Board/Staff Roster determines which individuals within your society are eligible to receive key CFA Institute communications intended for society leadership and identifies which individuals should have access rights to CFA Institute’s technology platforms. The roster process is now broken into two steps, the society Board/Staff Roster form and the Technology Access form.

Maintaining an up-to-date Society Board/Staff Roster is essential for ensuring CFA Institute has an accurate record of society leadership and that only current leaders can access sensitive data and systems.

To support seamless communication and uninterrupted platform access, the roster should be submitted before the incoming board’s term begins. In the weeks leading up to the board term rollover, an invitation to submit the Society Board/Staff Roster and will be emailed to the highest-ranking society staff member, or to the society president if no staff member is available. This individual will submit the roster and technology access requests on behalf of the entire society.

If you have questions, please contact us.

Access Now

Board/Staff Roster Submission Login

Submission Process: Board/Staff Roster + Technology Access 

Logging In: Accessing Submission Request Forms

Step 1: Submitting Society Board/Staff Roster Forms

Step 2: Submitting Technology Access Forms

Removal Process: Board/Staff Roster + Technology Access 

Logging In: Accessing Removal Submission Request Forms

Step 1: Requesting Removal From Roster

Step 2: Requesting Technology Access Removal

Society Board/Staff Roster FAQs

The Board/Staff Roster and Technology Access Request forms determine which individuals within your society are authorized to receive critical CFA Institute communications and access key technology platforms.

Timely submission of these forms is essential to ensure uninterrupted access to systems and services, and to maintain accurate records of society leadership.

CFA Institute is committed to continuously improving its operational processes. The updated Board/Staff Roster and Technology Access Request process is designed to more accurately identify society leaders and ensure appropriate access to CFA Institute platforms.

This enhanced process strengthens our commitment to data privacy and security by more closely governing platform access. It also introduces automation to streamline the administrative workload associated with roster and technology access submissions.

Moving forward, board/staff rosters and technology access requests will be submitted via secure Jira forms, accessible through Connexions. To access these forms, the designated society representative must log in using their CFA Institute account credentials.

This marks a shift from the previous process, which relied on the manual collection of Excel documents. The new approach enhances data security, ensures authenticated submissions, and supports a more streamlined and efficient experience for societies.

Societies are required to submit their Board/Staff Roster and Technology Access Request forms prior to the end of each board term. For most societies, this will be an annual submission. However, societies with multi-year or staggered terms will be expected to submit updated information as individual board terms conclude.

The Society Operations team will send an email invitation to the designated society representative 1–2 weeks before the board term expires, prompting them to complete the roster and access request submissions.

The Society Operations team will email an invitation to a single designated representative at each society—typically the highest-ranking staff member, or the society president if no staff is available.
 
To ensure consistency and avoid duplicate submissions, only one individual should complete and submit the Board/Staff Roster and Technology Access Request forms on behalf of the entire society.
 
If you receive the invitation but are unable to complete the submission, please coordinate internally to identify the appropriate representative who will submit on behalf of your society.

If your society does not submit the Board/Staff Roster and Technology Access Request forms before the end of the board term, access to CFA Institute technology platforms and key communications for society leaders will be suspended.
 
To avoid disruptions, it is essential that submissions are made on time. If you anticipate a delay, please contact us as soon as possible to request an extension.

Yes. Societies must submit the Board/Staff Roster and Technology Access Request forms for every board term, even if some individuals are continuing in the same or different roles.
 
If a board or staff member already has access to CFA Institute technology platforms and should retain that access, a new technology request must be submitted. This ensures continued access into the new term and helps minimize security risks by validating active users and removing outdated or unauthorized access.
 
Additionally, all board and staff members must be assigned the “Society Leader Training” access each year, regardless of whether they have previously completed the Society Leader Orientation or Data Privacy courses. This enables accurate tracking and reporting of training completion across the society network and allows all leaders access to new and updated content as it is added to our learning management platform.

Yes. The Board/Staff Roster and Technology Access forms are available year-round to accommodate changes as they arise.
 
If a board or staff member departs mid-term, your society should submit a removal request to revoke their role designation and platform access. Similarly, if a new board or staff member joins mid-term, you may submit updated forms to grant them access and ensure they are properly listed on the roster.
 
Timely updates help maintain accurate records and safeguard access to CFA Institute platforms.

The email invitation sent to the designated society representative will include an attachment listing current board and staff members, along with their term end dates and the list of individuals at your society who currently have access to CFA Institute-provisioned technology platforms.
 
This attachment should be used as a reference when completing your Board/Staff Roster and Technology Access Request forms to ensure accuracy and continuity.
 
If you need this information outside of the formal invitation period, you may contact us to request an updated list at any time.

Yes. Each platform has a limited number of available licenses, and these limits are outlined in the email invitation sent to the designated society representative.
 
Technology access requests should be submitted only for board or staff members whose roles require access to the data or functionality within a specific platform. Licenses that are not actively used may be revoked to ensure availability for those who need them.
 
The only exception is Society Leader Training access, which is required for all board and staff members, regardless of their platform usage.