The CFP Board introduced the promotion of two employees members, together with one who will head the group’s authorities relations efforts.
Erin Koeppel was named managing director of presidency relations and public coverage, whereas Jason Gudenius was named managing director of workforce, overseeing the board’s expertise pipeline efforts and its future monetary planner and pupil engagement initiatives, the board mentioned in a press launch in the present day.
“Erin’s in depth understanding of the intricate coverage and regulatory panorama, in addition to Jason’s revolutionary considering on workforce improvement and certification progress, make them superb for these roles,” CFP Board CEO Kevin R. Keller mentioned in a ready assertion. “Their strategic management will advance our mission, amplifying our affect in coverage and workforce improvement for the advantage of your complete monetary planning occupation.”
Koeppel joined the CFP Board in 2018 and has served because the group’s deputy common counsel for adjudication.
“Because the lead counsel to the Disciplinary and Ethics Fee (DEC), she oversaw vital tasks similar to implementing CFP Board’s new procedural guidelines, designed to make the adjudication course of extra environment friendly, and managing the adjudication of elevated enforcement actions,” the board mentioned.
She was beforehand a accomplice at world legislation agency Ok&L Gates LLP in Washington, D.C., the place she represented monetary providers corporations and people in regulatory and enforcement issues, the board mentioned. Koeppel earned a J.D. diploma from Cornell Regulation College and a bachelor’s diploma in political science and sociology from Ohio Wesleyan College.
Gudenius has served because the CFP Board’s director of selling for six years, the board mentioned.
“In his former function, he led the advertising and marketing staff in growing and executing in depth advertising and marketing and engagement packages supporting tens of 1000’s of candidates for CFP certification, annual certification renewals, and merchandise and occasions,” the board mentioned. “These profitable packages centered on rising entry to, and the range of, competent and moral monetary planners and supporting present CFP professionals. Throughout Gudenius’s tenure, the variety of CFP professionals grew by virtually 24%, nearing 100,000 CFP professionals.”
Gudenius was beforehand managing director for account providers at Advertising and marketing Basic Inc., the place he oversaw consumer technique, new enterprise improvement and account staff coaching and program execution, the board mentioned. He earned a bachelor’s diploma in advertising and marketing from the College of Maryland and a licensed direct marketer certification from Virginia Commonwealth College.
Maureen Thompson, the previous CFP Board vice chairman of public coverage, will stay a advisor for the board till Koeppel transitions into her new function, following the board’s identification of a candidate to guide adjudication, the board mentioned.