Planning Committee

(Board Governance Committee)

 

Purpose

• Overseeing the strategic direction, mission, and vision of CFA Institute

• Overseeing the annual financial plans, including capital investment plans of CFA Institute

• Overseeing the goals and targets adopted by the board to meet CFA Institute objectives

 

Reference Materials

Vision 2012: CFA Institute Case Study (PDF)

Terms of Reference (PDF)

 

Current Members 

Member	Primary Society	Comment
Anson, Mark J.P., CFA	New York
Carcano, Alida, CFA	Italian
Diermeier, Jeffrey J., CFA	Chicago
Gonzalez, Emilio, CFA	Sydney
Lee, Stanley G., CFA	New York
Noyes, George W., CFA	Boston
Welch, Thomas B., CFA	Minnesota	Chair
Yap, Teong Keat (T.K.), CFA	Singapore