Mission and Vision

   The CPCU Society is dedicated to providing knowledge and leadership opportunities for the global community of risk and insurance professionals in order to advance the industry and benefit those they serve while adhering to the highest ethical standards. 

Vision:  The CPCU Society will be the premier inclusive community of risk and insurance professionals who shape the future of the industry.

Governing Documents

The Institutes CPCU Society Leadership Council establishes a renewed strategic plan every three years that focuses on key goals, each with their own critical objectives. This plan is the result of listening to our members, the industry, and essential data. We believe it, along with several other governing documents, including our Core Values Statement, Diversity and Inclusion Statement, and more, help further our mission and vision while benefiting all members and stakeholders.    

  1. We are the premier community of risk management and insurance thought leaders
    • Increase visibility and promotion of active membership as thought leaders throughout the industry and the broader business world
    • Expand and support a value proposition that further advances knowledge and leadership development across all career stages
    • Collaborate and partner with other organizations, leveraging strengths, to benefit chapters, members, Interest Groups, Committees, and mission
    • Meet our members where they are, embracing a multichannel delivery of information and networking to align with the ever changing business environment
  3. We are recognized as a personal and professional investment that positively impacts and drives successful outcomes
    • Clearly and consistently articulate the direct correlation of Society membership to significant ROI and a powerful value proposition
    • Elevate the visibility of the CPCU Society and the designation by leveraging The Institutes affiliates and key industry partnerships
    • Connect our members to leadership opportunities and knowledge acquisition through Society engagement
    • Effectively communicate our value, opportunities, and successes across all platforms
  5. We are a vibrant and inclusive global community that welcomes and empowers all individuals, ideas, and voices
    • Retain and grow membership globally in a consistent and sustainable manner
    • Diversify and grow membership across geographies, disciplines, and career levels
    • Incorporate diverse perspectives, disciplines, and experiences in leadership succession planning
    • Empower volunteer leaders to drive change to achieve growth and inclusivity information and networking to align with the ever changing business environment
  7. We are committed to social responsibility, sustainability, and resilience
    • Promote, engage, and support members in activities that have positive environmental, ethical, economic, and philanthropic impact
    • Act in congruence with and in support of generally acceptable principles
    • Promote and educate our Society community on Resilience

The Institutes CPCU Society has established and adopted a set of core values that represent our beliefs and principles as an organization. These values will guide us in our decision making by defining who we are, what we believe, and who we want to be. Incorporating core value statements into our framework allows the Society to foster a cohesive organizational culture and strengthen member and stakeholder engagement through shared goals, beliefs, and principles.

Integrity: Demonstrating honesty, transparency, professionalism, and ethical behavior while acting in a socially responsible manner in all interactions and decisions.

Excellence: Striving for the highest standards of professional competence, education, and conduct.

Empowerment: Empowering members to reach their full potential by promoting personal and professional growth through continuous learning, mentorship, and leadership opportunities.

Commitment: We are committed to building strong, long-lasting relationships and opportunities for lifelong learning. We encourage each other and are committed to being our best through work-life balance, wellbeing, and volunteering.

Community: Prioritizing relationships that enable us to grow, flourish and innovate while creating a sense of belonging for all members; valuing and promoting a diverse and inclusive community that embraces different backgrounds, perspectives, and ideas.

The Institutes CPCU Society is committed to promoting diversity, equity, and inclusion at all levels. Specifically, we believe in:

  • Promoting a diverse membership that reflects the populations we serve
  • Creating a pipeline of diverse talent to support the Society and the risk management and insurance industry
  • Promoting diversity, equity, and inclusion so that members can most effectively connect to achieve their business, personal, and professional goals
  • Empowering chapters to embrace diversity, equity, and inclusion, thereby elevating the importance of Society membership among members’ customers
  • Establishing strategic partnerships that support cultural diversity
  • Educating members on diversity and inclusion topics, both at the global and chapter levels of the Society
  • Strategically leveraging the Society’s collective experiences and communication skills
  • Maintaining a sustained dialogue to share information and best practices, as well as leverage our differences

In promoting diversity, we recognize that everyone is unique and a product of many factors, including race, ethnicity, gender, sexual orientation, socioeconomic status, age, physical abilities, academic/professional backgrounds, heritage, life experience, religious beliefs, political beliefs, and other ideologies.

Our definition of equity is: providing equitable treatment, access, opportunity, and advancement for all people, while simultaneously striving to identify and eliminate barriers that may inhibit members of any one group.

Finally, we believe that, through inclusion, all people have the right to be appreciated as and considered valuable members, and to be treated fairly and respectfully. We will deliver on this commitment through a targeted strategy focused on:

  • Leadership accountability—Society staff and leadership will strive to develop and elevate the next generation of diverse leaders.
  • Inclusive culture—Society staff, leadership, and members will foster an inclusive culture where all members can contribute and reach their fullest potential.
  • Organizational commitment—We will align our people, processes, and programs to support equitable outcomes.

Mission alignment: We will ensure that Society staff, leadership, committees, and interest groups showcase the impact of diversity and inclusion to our colleagues, customers, clients, and communities.


As a member of the CPCU Society,

I will use my full knowledge and ability to perform my professional obligations and duties within the risk management and insurance industry.

I will faithfully present material facts and honor all confidential relationships in my risk management and insurance business dealings.

I will faithfully adhere to all applicable laws and regulations in my risk management and insurance business dealings.

I will treat all members with fairness and respect, foster an inclusive culture and support equitable treatment, access, and opportunity by eliminating barriers that may inhibit members of any one group.

I will abide by the ethical practices set forth in the Bylaws of the CPCU Society and only engage in practices which reflect well on the Society and industries I serve.

I will write, speak, and act as an official representative of the Society or as a chapter of the Society only if I have been duly authorized to do so.

For CPCU® Designees: I will accurately represent the nature and significance of the CPCU designation and abide by the standards set forth in the CPCU Code of Professional Conduct

The Canons and Rules in the CPCU Code of Professional Conduct are essential for maintaining the integrity and reputation of the CPCU designation. They provide a consistent framework for ethical behavior, promote accountability, and protect the interest of the public, as well as ensure your commitment to act ethically.

Access the Canons

The Bylaws are the legally binding rules by which the Society is governed. They set forth the structure of the organization and guide the Board of Directors and Leadership Council.

Access the most recent version