Board of Governors Nominations

The Nominating Committee, chaired by Heather Brilliant, 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 2020, has moved into the next phase of the nominations process. The Nominating Committee welcomes application forms to be submitted throughout the calendar year. 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:

  • Edtech or educational expertise emphasizing an online delivery of credentialing and educational content
  • Professionals with expertise in and knowledge of the Chinese market place. Ostensible expertise in Chinese policy making and regulatory environment.
  • Public company board expertise and corporate governance expertise

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 15 sitting governors. Three governors reach the end of their tenure or first term as of 31 August 2020.

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 Hong Kong
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

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