Learn more about the CFA Institute Board of Governors and Leadership Team on our Leadership page.

The CFA Institute Annual Meeting of Members will be held virtually on Wednesday, 12 July 2023, 4:00 pm EDT / 20:00:00 UTC. Regular Members are encouraged to participate via live audio webcast (Zoom Webinar). For instructions for joining the meeting, please see the Notice of Annual Meeting of Members provided in the FY2023 Proxy Statement.  

The proxy is solicited on behalf of the CFA Institute Board of Governors. Whether or not you plan to attend the Annual Meeting of Members, please vote your proxy following the instructions provided in the Notice of Annual Meeting of Members. Regular Members are eligible to vote as of the Record Date (9 May 2023). To vote electronically, please visit https://vote.escvote.com/cfainstitute.

The CFA Institute Board of Governors recommends that the membership vote For the election of the following candidates:

Recommendation to serve as Chair on the CFA Institute Board of Governors

(1-year term beginning on 1 September 2023 and ending on 31 August 2024)
 Mark Lazberger, CFA (3rd term Board Chair)

Recommendation to serve as Vice Chair on the CFA Institute Board of Governors

(1-year term beginning on 1 September 2023 and ending on 31 August 2024)
Heinz Hockmann, PhD (1st term Board Vice Chair)

Recommendations to serve as Governor on the CFA Institute Board of Governors

(3-year term beginning on 1 September 2023 and ending on 31 August 2026)

Marshall Bailey, CFA (2nd term Board member)

Yimei Li, CFA (2nd term Board member)

Pamela Yang, CFA (1st term Board member)

Please see FY2023 Proxy Statement for more information. 

Past Proxy Statements

• FY2022 Proxy Statement
• FY2021 Proxy Statement
• FY2020 Proxy Statement

The Nominating Committee solicits for new candidate recommendations throughout the year on a rolling basis. If you, or someone you know, is interested, please encourage them to complete the Governor Application Form.

If you have any questions about the CFA Institute Board of Governors application process, please contact our Corporate Secretary at [email protected].

View the list of individuals who have previously served as the Chair of the CFA Institute Board of Governors on the Past Chairs of CFA Institute page.

Learn more about CFA Institute by visiting our Annual Reports and 990s page.

• CFA Institute Articles of Incorporation
• CFA Institute Bylaws
• Code of Conduct for CFA Institute Governors
• Board Nominations Process
• CFA Institute Inspirational Leader Award
• Conflict of Interest Policy
• Policy on Raising Concerns
• Openness and Transparency Policy
• Guiding Principles for Setting the CFA Examination Minimum Passing Score
• Additional Educational Designations and Certification Guiding Principles
• Volunteer and Non-Employee Handbook

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.

• Audit and Finance Committee
• Executive Committee
• Governance Committee
• Investment Subcommittee
• Nominating Committee
• People and Culture Committee
• Risk Committee
• Society Partnership Advisory Council

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.