Governance
CFA Institute, a 501(c)6 organization incorporated in the state of Virginia, and its Board of Governors are committed to upholding a high standard of governance in the US not-for-profit sector. We aspire to align the organization’s public disclosure practices with US public company standards wherever practical and reasonable.
Our governance culture
We believe a philosophy of candor and transparency is the key to facilitating a relationship of trust with our constituents and the public at large.
This page, along with the Annual Reports and 990s, will provide you with ease of access to our disclosure documents and insight into our corporate governance practices and policies. If you have any questions or want more information, please email our Corporate Secretary at [email protected].
Our leadership
As defined by the Articles of Incorporation and Bylaws, the President and CEO, Leadership Team, and other executives report to our Board of Governors, which is the highest governing authority and is responsible for defining our vision, mission, and strategies.
The Board of Governors is the most senior corporate body, with ultimate responsibility for the strategy and the management of the organization. It works in conjunction with the Leadership Team, composed of staff members who manage their respective divisions.
Governor nominations to the CFA Institute Board
2026 Proxy Voting
Proxy voting opens on 20 April 2026 and closes at 11:59 am ET on 16 June. For the 2026 vote, we have retained Election Services Co., an independent proxy tabulator.
Eligible members can vote using the secure link sent beginning 20 April to their email address on record or by entering the election validation number included in the email and their CFA Institute ID (available in their profile) on the voting site.
Those requiring additional assistance with voting can email Election Services Co. at [email protected] or call toll free +1 (866) 720-4357 / +1 (516) 688-7013.
Voting matters for 2026 include the following:
1. To elect 3 governors, each to serve a term beginning 1 September 2026 and ending 31 August 2029.
2. To ratify the selection of an independent registered public accounting firm for fiscal year 2026.
3. To transact any other business that properly comes before the meeting or any adjournment.
Learn more in the 2026 Proxy Statement.
Annual Meeting of Members
The Annual Meeting of Members will be held on 17 June 2026. Please use the following link to join the livestream: https://cfainstitute-org.zoom.us/j/95200746676. You will be able to access the meeting recording here shortly after the session.
Nominations Slate
Governor recommendations have been approved by the Board of Governors. Candidate nominations identified below were published on 7 April 2026 and will be presented to the membership for election at the Annual Meeting of Members to be held virtually on 17 June 2026.
Recommendation to serve as Governor on the CFA Institute Board of Governors
(3-year term beginning on 1 September 2026 and ending on 31 August 2029)
- Richard Brandweiner, CFA
- Virginie Maisonneuve, CFA
- Pamela Yang, CFA
Proxy Statements:
Board Committees
The Board of Governors serves in a variety of roles critical to the governance of CFA Institute and utilizes the following committees to assist with the fulfillment of its oversight functions.
Beyond the Board Committees, there are many other ways our members serve the profession, participation on the governing bodies that direct key initiatives at CFA Institute is an essential contribution.
CFA Institute Policies
More in this section
Who we are
Discover how we are positioned to best serve our community of professionals and society.
Our history
Explore our unique history, from our beginnings in the 1940s to our leading global position today.
Careers at CFA Institute
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