April Newsletter

Reminder to order your CFA Society Idaho golf shirt

We are excited to offer a free golf shirt (with the CFA Society Idaho logo) to you as part of your membership this year. Click here to see the colors and sizes available (6 options, including white). Once you have decided on a color and size, please email your order to cfasocietyofidaho@gmail.com by April 26 (if you have not already done so.)

Introducing Melanie Lewis as our new administrator

We are pleased to introduce Melanie Lewis to CFA Society Idaho. Melanie will be working as our society's administrator, so you will likely be connecting with her regarding future events, renewals, job postings, and other questions. Melanie has been in a similar role for CFA Society Portland for more than 10 years.

CFA Institute has launched a global effort to decentralize some operations to local societies and is providing additional funding to us as part of this effort. This funding has made it possible for us to hire Melanie.

Please continue to reach out to us by emailing cfasocietyofidaho@gmail.com.

New research publication addresses effective investment governance

Effective investment governance is an enabler of good stewardship, and for this reason it should be of interest to all fiduciaries, no matter the size of the pool of assets or the nature of the beneficiaries, according to a new book published by the CFA Institute Research Foundation. Click here to access the book and the Research Foundation's other publications.

July 15: Save the date for an event with Paul Smith

CFA Institute President and CEO Paul Smith will be visiting Boise in July and we are finalizing details for an event on the evening of July 15. Additional details will be sent out in the coming weeks.

Calendar

May 9: Deadline to vote proxy for CFA Institute annual meeting (9:59 a.m.)

June 15: North America CFA exam date

July 15: CFA Society Idaho event with Paul Smith, CFA Institute President and CEO. Details are forthcoming

Links

CFA Society Idaho career center

CFA Society Idaho LinkedIn company page

Finance Forecasting Challenge registration

Kaplan Schweser test prep materials -- 15% discounts available through this link

Wiley CFA exam test prep materials -- use coupon code IDAHO for a 20% discount