May 2019


We have a great selection of programs lined up as our membership year nears its close. Speaking of which ... it's time to Renew. Because of you, our membership continues to grow year-over-year making us one of the five largest local CFA Societies in the world. Thank you. We hope you'll consider renewing now . If you haven't seen the 2019-2020 Board of Directors' slate of candidates, see below. There's also information about our Member Directory and a CFA Institute Advocacy Update. Thanks for reading News & Notes .
Upcoming Events
Friday, May 17, 8:00 am - 5:00 pm
Thursday, May 30, 12:00 pm - 1:30 pm
Thursday, May 30, 5:30 pm - 8:00 pm
Wednesday, June 5, 5:00 pm - 7:30 pm
Friday, June 7, 12:00 pm - 1:30 pm
 Saturday, June 8, 8:30 am - 4:30 pm
Tuesday, June 11, 8:30 am - 6:30 pm
Tuesday, June 18, 12:00 pm - 1:30 pm
Annual Meeting and Networking Reception
Join us on the outdoor patio overlooking Boston Harbor at Marriott Long Wharf for networking and the election of our 2019-2020 Board. This event is FREE for members.

Attendees could win a pair of Bose® Noise Canceling Headphones
Board of Directors 2019-2020
Slate of Candidates
We recently announced the 2019-2020 Board of Directors' slate of candidates. The election will take place at our Annual Meeting on Wednesday, June 5. Members will also vote on a motion to create a new membership category for CFA® Charter Candidates . The addition of a new membership category affects Article II, Membership , and requires a change to our bylaws. If you cannot attend the Annual Meeting, you may vote by proxy (must be submitted no later than Tuesday, May 28, 2019 ). Please click on the links below for information about Board Nominees, the modification to our bylaws, and/or to register for our annual meeting. 
Member Directory
Building networks and connecting with other investment industry professionals are key CFA Society Boston member benefits. Have you explored our new Member Directory on Connect, our online community platform? You can search for other members as you would in a web site search function (rather than searching for  content  you search for  people) . Clicking on the “Directory” drop-down button in Connect offers you a BASIC SEARCH option to enter First Name, Last Name, Company, or Email Address . For additional search capabilities, select ADVANCED SEARCH. Here you can search by LOCATION or MEMBER GROUP. This is also an ideal time to set your Member Directory privacy settings:
  • Click on the link below
  • Sign in to Connect using your CFA Society Boston username and password (if you're already signed into you won't need to sign in to Connect)
  • Click on the drop-down arrow in the upper right-hand corner of the screen
  • Select PROFILE 
  • Click on the MY ACCOUNT tab
  • Select your settings and SAVE CHANGES

It may sound a bit complex, but it's simple. You'll be glad you did it. Thanks for taking advantage of this member benefit.
Member Focus
This month's Member Focus features Xi Zhao, CFA , Business Development at Spinnaker Analytics LLC . Xi is also an active CFA Society Boston volunteer.
Learn more about Xi's career path, her current responsibilities, and her CFA Society Boston membership experiences. 
Renew Now for the 2019-2020 Membership Year
Renewal for the 2019-2020 membership year is open now! Demonstrate your commitment to
professionalism and building a better world by renewing today.
CFA Institute Advocacy Update
CFA Institute's recent Advocacy update discusses the undoing of shareholder rights via IPOs such as Lyft’s, which went public with a dual-class share structure designed to keep voting control with company founders while giving public shareholders fewer corporate governance rights. It also covers pension fund trustee training, CFA Institute's work with the International Financial Reporting Standards Foundation, and more.