Community Rules & Etiquette and Privacy Guidelines

Thank you for being part of our Connect community. To ensure the best possible experience for all members, we have established some basic guidelines for participation.

By joining and using this community, you agree that you have read and will follow these rules and guidelines. You also agree to reserve discussions and shared files and content to that best suited to the medium. This is a great medium with which to solicit the advice of your peers, benefit from their experience, and participate in an ongoing conversation. Questions should be directed to our community services department via the Contact Us link on this site.

Please take a moment to familiarize yourself with these important guidelines. If you have questions, contact the community services department. In order to preserve an environment that encourages both civil and fruitful dialogue, we reserve the right to suspend or terminate membership in this community for anyone who violates these rules.

The Rules

• Respect the purpose of the community. Use the community to share successes, challenges, constructive feedback, questions, and goals instead of products or services that you provide. If you’ve found a product or service helpful, please share your experience with the group in a respectful way.

• Use caution when discussing products. Information posted on the discussion groups and in the libraries is available for all to see, and comments are subject to libel, slander, and antitrust laws.

• All defamatory, abusive, profane, threatening, offensive, or illegal materials are strictly prohibited.

• Respect intellectual property. Post content that you have personally created or have permission to use and have properly attributed to the content creator.

• When posting items in our collaborative environment, please indicate if the item is not available for reuse. It’s also advisable to contact the owner of any material if you would like to reuse it.

• Post your message or documents only to the most appropriate communities. This helps ensure all messages receive the best response by eliminating "noise."

Discussion Group Etiquette

• State concisely and clearly the topic of your comments in the subject line. This allows members to respond more appropriately to your posting and makes it easier for members to search the archives by subject.

• Send messages such as "thanks for the information" or "me, too" to individuals, not to the entire list. Do this by using the "Reply to Sender" link in every message.

• Do not send administrative messages, such as “remove me from the list,” to the group. Instead, use the web interface to change your settings or to remove yourself from a list. If you are changing email addresses, you do not need to remove yourself from the list and rejoin under your new email address. Simply change your settings.

Disclaimer

This site is provided as a service for the members of CFA Society Boston Connect.  CFA Society Boston Connect is not responsible for the opinions and information posted on this site by others. We disclaim all warranties with regard to information posted on this site, whether posted by CFA Society Boston Connect or any third party; this disclaimer includes all implied warranties of merchantability and fitness. In no event shall CFA Society Boston Connect be liable for any special, indirect, or consequential damages or any damages whatsoever resulting from loss of use, data, or profits, arising out of or in connection with the use or performance of any information posted on this site.

Do not post any defamatory, abusive, profane, threatening, offensive, or illegal materials.  Do not post any information or other material protected by copyright without the permission of the copyright owner. By posting material, the posting party warrants and represents that he or she owns the copyright with respect to such material or has received permission from the copyright owner. In addition, the posting party grants CFA Society Boston Connect and users of this site the nonexclusive right and license to display, copy, publish, distribute, transmit, print, and use such information or other material.

Messages should not be posted if they encourage or facilitate members to arrive at any agreement that either expressly or impliedly leads to price fixing, a boycott of another's business, or other conduct intended to illegally restrict free trade. Messages that encourage or facilitate an agreement about the following subjects are inappropriate: prices, discounts, or terms or conditions of sale; salaries; profits, profit margins, or cost data; market shares, sales territories, or markets; allocation of customers or territories; or selection, rejection, or termination of customers or suppliers.

CFA Society Boston Connect does not actively monitor the site for inappropriate postings and does not on its own undertake editorial control of postings. However, in the event that any inappropriate posting is brought to the attention of CFA Society Boston Connect we will take all appropriate action.

CFA Society Boston Connect reserves the right to terminate access to any user who does not abide by these guidelines.


Privacy Policy

Click here to view the complete CFA Society Boston Privacy Policy.

CFA Society Boston Connect Community Allowlist Recommendations

CFA Society Boston recognizes that there are numerous emails that are delivered to our members’ inboxes every day. Some Email Service Providers (ESPs) incorrectly identify these messages as spam. We kindly ask all members to take the following steps to ensure that our emails are being correctly delivered to their inbox.  

Why is this necessary? If you stopped receiving email from your Connect community, this is the first and most critical step to take to ensure our email messages can be delivered to you. It's sometimes necessary that you add the community email addresses to your allowlist (this tells your ESP that we are approved senders, not spam). 

What is an allowlist? It's a list of email addresses and domains that you want to receive emails from. By adding an email address or domain to your allowlist, you're telling the ESP not to filter email from that address or domain. 

How To Add CFA Society Boston to my Allow List 

1. Organization/Employer email address 

If you use an employer- or organization-based email address (e.g., name@cfasocietyboston.com), ask your IT department or vendor to add the following domain to your organization's allowlist. 

• Email to safelist: connectedcommunity.org 

Alternatively, they can allowlist by IP address. The Connect Community sends email messages from 12 dedicated IP addresses. 

• 54.240.14.78 
• 54.240.14.79 
• 54.240.14.80 
• 54.240.14.31 
• 54.240.14.32 
• 54.240.14.106 
• 54.240.14.216 
• 54.240.14.217 
• 54.240.14.218 
• 54.240.14.219 
• 54.240.14.220 
• 54.240.14.221 

2. AOL 

New subscribers

Add the following to your AOL address book: 

• DoNotReply@connectedcommunity.org 
• Mail@ConnectedCommunity.org

To do this:

• From your AOL email inbox, click the Mail menu and select Address Book. 
• In the resulting Address Book pop-up, click Add. 
• In the resulting Address Card for New Contact window, copy and paste one of the two addresses listed above into the Other email field. 
• Make our address the Primary Email address by checking the associated box. 
• Click the Save button. 
• Repeat these steps to add the other address. 

Existing subscribers

• If you're already a subscriber but our email isn’t getting through, it may be in your AOL Spam Folder.
• Use your web mail to check your Spam Folder. If our email is there, open our email and click the This Is Not Spam button. 
• Based on your location, add the two addresses listed above into your Address Book, as outlined in the New Subscribers section above. 

3. Yahoo!

Emails to Safe List:  

• DoNotReply@connectedcommunity.org 
• Mail@ConnectedCommunity.org 

New subscribers

• You need to set up a filter to redirect community email into your inbox: 
• Open your mailbox and click Mail Options (upper right-hand corner). 
• Select Filters. 
• Click the Add link on the filters page. 
• Update the From Header rule with the following two pieces of information: "contains" and one of the addresses listed above that's appropriate for your location. 
• Click the Choose Folder menu and select Inbox. Pick the Add Filter button. 
• Repeat these steps for the other address. 

Existing subscribers

• If our emails are ending up in your Yahoo! Bulk Folder: 
• Open the email and click the Not Spam button. 
• Check to see if either of the two addresses listed above (based on your location) is in your Blocked Addresses list. If you see either or both of these in this list, select it/them and click the Remove Block button. 
• Lastly, set up a filter as outlined in the New Subscribers section above. 

4. Gmail (Google) 

New subscribers

Add the following to your Gmail contacts list: 

• DoNotReply@connectedcommunity.org 
• Mail@ConnectedCommunity.org

To do so:

• Click Contacts along the left side of any Gmail page. 
• Click Add Contact. 
• Copy and paste one of the two addresses listed above into the primary email address dialog box. 
• Click Save. 
• Repeat these steps to add the other address.

Existing subscribers

• Check to see if your community email is in the Spam folder: 
• Click Spam along the left side of any Gmail page. 
• If you see any community email listed among the messages in this folder, check the box next to our email. 
• Click the Not Spam button at the top. 

5. Windows Live/Hotmail 

New subscribers

Add the following to your Safe Senders list: 

• DoNotReply@connectedcommunity.org 
• Mail@ConnectedCommunity.org 

To do so:

• Open your mailbox and click Options (upper right corner). 
• Click the Junk Email Protection link (top of page). 
• Select the Safe List link (second from bottom). 
• Copy and paste one of the two addresses listed above into the Type an address or domain dialog box. 
• Click the Add button next to the dialog box. 
• Repeat these steps to add the other address. 

Existing subscribers 

• If your community email is in your Junk Email Folder: 
• Open the email and click the Not Junk button. 
• Check to see if our email address is in your Blocked Senders list. If you see either of the addresses listed above in this list, select it and click the Remove button. 
• Finally, if you have not done so, add this email address to your Safe Senders list as described in the New Subscribers section above. 

CFA Society Boston Organizational Email Addresses  

Allowlisting Recommendations

Your firm may use spam filters to block out marketing messages from outside organizations. Below you can find instructions from commonly used filter software and ask your IT department to allow CFA Society Boston email messages.  

•  Trend Micro - allowlisting information  
•  Cloudmark - allowlisting information  
•  Mimecast - configure permitted senders  
•  Symantec - Support site  
•  Microsoft Exchange - connection filter policy  

CFA Society Boston uses several organizational email addresses to contact its members, and we kindly ask you to add the following email addresses to your Contacts or Address Book:  

• Jeanne Wolf, jwolf@cfaboston.org 
• Renee Russo, rrusso@cfaboston.org 
• Caitlin Basler, cbasler@cfaboston.org 
• Todd Fowler, tfowler@cfaboston.org 
• Laura Scardina, lscardina@cfaboston.org 
• Megan Harding, mharding@cfaboston.org 
• Mackenzie Godley, mgodley@cfaboston.org 
• Events Team, events@cfaboston.org 
• General Information, info@cfaboston.org 
• Membership Services, membership@cfaboston.org 

Instructions for common email providers  

1. Outlook  

• Right-click a message in the preview pane (double-check the Junk and Clutter folders for messages too).  
• Click the drop-down list and select Junk.  
• Select Never Block Sender's Domain.  

2. Gmail  

• Click the Gmail drop-down list (on the left side of the screen) and select Contacts.  
•  Add the "from" address to your contact list.  
•  If the message was found in the spam folder, right click it and select Not Spam. Additionally, you can move messages to their proper classification folder, if needed.  

3. AOL  

• Right click a message and select Add to Contacts. Alternatively, select Contacts on the left sidebar and add the sender's "from" address. If the message was found in the spam folder, right-click it and select Not Spam.  

4. Yahoo!  

• Click the Contacts icon (in the upper left corner) and select New Contact.  
• Add the sender's email address.  
• If the message was found in the spam folder, right click it and select Not Spam. if you see the address in the block list, select the address you wish to remove and click Remove.  

5. Other Email Clients  

• Add the sender’s “from” address to your contact list/address book. If the message was found in the spam folder, move it to the inbox or right click it and select Not Spam.