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Chapter Governors

Chapter Governors

Role Description

Chapter governors provide advice and serve as mentors to CPCU Society chapter leaders, helping them develop their capabilities, ensure continued member value, and strengthen membership recruitment and retention at the chapter level.

Related Policies

  • Term Lengths for Chapter and Interest Group Governors—Chapter and interest group governors shall serve a term of three years from the time of instatement. Chapter and interest group governors shall serve no more than two consecutive terms. If interested in serving a second term, chapter and interest group governors must reapply.
  • Chapter and Interest Group Governor Appointments and Succession—The Leadership Council’s Nominating Committee shall recommend chapter and interest group governor appointees to the Leadership Council for final approval. Outgoing chapter and interest group governors are encouraged to be involved in the application process and may suggest successors to the Nominating Committee.
  • Chapter Governor Territory Composition—There will be 24 chapter territories, with a chapter governor appointed to each one. Territories will be segmented into eight regions. The managing chapter governors and their Society staff liaison will revisit the configuration of the Society’s territories and regions annually and recommend any modifications to the Leadership Council’s president and chair, as needed.
  • Chapter Governor Leadership Team—Chapter governors will be co-led by two third-year governors and by two second-year governors who are selected by a simple majority of all chapter governors. These four co-leads compose the Chapter Governor Leadership Team. To ensure continuity, second-year governors on the Chapter Governor Leadership Team will serve two years in this role; they will be replaced following their two-year term by a simple majority vote of all chapter governors. The Chapter Governor Leadership Team and the Society staff liaison to the chapter governors will set the agenda and facilitate meetings of the chapter governors. The Chapter Governor Leadership Team will also contribute strategically to chapter-facing initiatives being driven by Society staff.

Operational Alignment

Chapter governors partner with Jen Polachek, program director (jpolachek@CPCUSociety.org), in support of CPCU Society chapters.


Knowledge—Committees/task forces that support providing technical content to Society members or that support the Society’s recruitment, retention and engagement efforts

Empowerment—Committees/task forces that support Society leadership development efforts or that empower Society members and leaders with information, tools and resources

Engagement—Volunteer groups that are engaged to provide strategic input and/or feedback about the Society’s initiatives; future direction; or, in some instances, operations as they affect Society leadership, as well as volunteer groups responsible for engaging other volunteers

Roles and Responsibilities

  • Act as a liaison between Leadership Council and chapter leadership to foster and strengthen their relationship and enhance two-way communications
  • Encourage networking and facilitate collaboration among chapter leadership
  • Support chapter leadership in strategic, operational and transition planning
  • Provide advice, information and support to Society staff
  • Attend chapter leader webinar series, chapter governor teleconferences and face-to-face meetings
  • Support chapters with the attainment of chapter Circle of Excellence goals
  • Support chapters with defining their annual chapter operating plans
  • Review chapter Circle of Excellence operating plans annually and make recommendations with respect to Circle of Excellence recognition
  • Support maturation of chapters by coaching chapter leadership on best practices related to chapter operations, recruitment and retention
  • Share messaging on the Leadership Council’s strategic initiatives and their status; route related inquiries about these initiatives appropriately
  • Provide feedback to the Leadership Council via the chapter governors’ Leadership Council liaison
  • Support regional meetings as necessary, including agenda and content formulation
  • Attend the Leadership Summit and CPCU Society Annual Meeting (desirable)
  • Visit chapters and recommend improvements

Selection Process and Qualifications

  • Each chapter governor is identified through an open call for qualified volunteers.
  • Selection is based on alignment with qualifications and the results of a phone or an in-person interview.

Chapter governors must meet the following qualifications:

  • Be a CPCU designation holder
  • Be a paid Society member for a minimum of three consecutive years
  • Served as a chapter leader previously, preferably as chapter president
  • Possess strong communication, organizational, facilitation and leadership skills
  • Have a strong understanding of the Society’s Strategic Plan and Bylaws
  • Able to attend the Leadership Summit and Annual Meeting (desirable)
  • Able to work independently and virtually to complete deliverables as required by the Society

Applicable Governing Documents

  • CPCU Society Bylaws
  • CPCU Society Strategic Plan
  • Chapter Governor Role Description

Submit completed application and any attachments in one of the following ways: