Planning Checklist

CSI's fiscal year begins on July 1 and ends on June 30. The national organization, regions, and chapters operate within this timeframe for operational and fiscal requirements. All terms for directors and officers, and due dates for financial, accounting, and reporting requirements, are established in this timeframe. This is also referred to as a "chapter year." 

2026–2027 Planning

Use this page to track region and chapter deadlines as well as general deadlines from CSI. Visit any of the pages below for additional details and instructions related to each deadline. 

July 2026
1st Start of the 2027 Fiscal Year
22nd Outstanding Chapter Commendation nomination deadline
August 2026
11th Fall 2026 Exam early registration begins
September 2026
TBD Emeritus Member nominations open
18th Fall 2026 Exam standard registration begins
October 2026
6th

Pre-Conference Leadership Workshop at CSI National Conference

7th-9th

CSI National Conference

31st

Annual Check-In deadline

November 2026

10th

Fall 2026 Exam window opens

15th

Form 990 filing due to the IRS

18th

Fall 2026 Exam registration ends

December 2026

15th

Fall 2026 Exam window closes

January 2027
1st Begin considering who will be a leader for the next FY...it’s never too early!
February 2027
2nd Spring 2027 Exam early registration begins
March 2027
TBD Honors and Awards submission window opens
12th Spring 2027 Exam standard registration begins
April 2027
1st Check your financial reporting for the year. Will you be ready to close the books June 30th?
29th Spring 2027 Exam final registration begins
May 2027
TBD

Outstanding Chapter Commendation submissions open

TBD

CSI Fellowship, Distinguished Member, Honorary Membership, and National Awards nominations close

4th

Spring 2027 Exam window opens

12th

Spring 2027 Exam registration ends

31st FY28 Chapter Leader roster updates deadline
June 2027
9th Spring 2027 Exam window ends
30th End of Fiscal Year — thank you to all leaders!
Questions?  Contact the CSI Component Relations Team at chapterrelations@csinet.org