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Board of Governors Nominations

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  • Members, please take a few minutes to cast your proxy vote by the 14 July deadline! Vote using the link sent to you on 18 May or follow the instructions on the voting site.

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The Nominating Committee, chaired by Diane Nordin, CFA, annually solicits recommendations for individuals to serve on the CFA Institute Board of Governors for a three-year term.

The current application window for the three-year term, beginning 1 September 2021, is now soliciting for new candidate recommendations. The Nominating Committee welcomes application forms to be submitted prior to 23 October 2020. If you, or someone you know, meets one or more of the below criteria please encourage them complete the Governor Application Form

If you have any questions or Board of Governors recommendations, please contact roman.mcachren@cfainstitute.org.

Qualifications and Expected Duties

Here is an overview of a governor’s role and responsibilities.

In advance of this governor recruitment cycle, the Board has reviewed both the likely number of vacancies and skill sets that would be needed. Accordingly, the Board has directed the Nominating Committee to give priority in its search process to the following:

  • Technology expertise emphasizing online delivery of credentialing and educational content.
  • CFA Institute remains invested in maintaining a climate where equality and mutual respect are both intrinsic and explicit by valuing individuals and groups from all occupational and personal backgrounds and experiences to obtain a wide range of viewpoints and perspectives. The Board is committed to cultivating its members to reflect diversity in demographics such as gender, race, ethnicity, and geography.
  • In addition to a strong expertise in Technology (EdTech), and meeting our FY21 Diversity vision - experience serving in a leadership role for a CFA Institute Member Society remains beneficial for future Board Membership.

In addition, the Nominating Committee is requested to work to achieve a total board size within the range of 13 to 15 governors. The Board currently has 14 sitting governors. Five governors reach the end of their tenure or first term as of 31 August 2021.

Required FY2021 Meetings

Date Meeting Location
19-21 October 2020 Board and Committee Meetings Charlottesville, Virginia, USA
4-6 February 2021 Board and Committee Meetings TBD
22-24 April 2021 Board Meeting New York, New York, USA
27-29 June 2021 Grading and Governor Onboarding Charlottesville, Virginia, USA
15-17 July 2021 Board and Committee Meetings London, United Kingdom

Related Documents

Governance