CFP Board's CFP® Certificant Connection

These town-hall style events are an opportunity for CFP® professionals and other CFP Board stakeholders to engage in two-way dialogue with CFP Board's leadership. During 2012, Alan Goldfarb, CFP®, 2012 Chair of CFP Board's Board of Directors, and Kevin R. Keller, CAE, CFP Board's CEO will hold CFP® Certificant Connection meetings in several cities across the country. The events are held in an open format to allow participants to address the issues of most concern to them, and to provide CFP Board’s leadership the chance to connect with local CFP® professional communities across the country.

Locations, dates and registration details for CFP® Certificant Connections will be added to this page as events are scheduled. CFP Board will notify CFP® professionals and CFP Board stakeholders in areas near the CFP® Certificant Connection events when the meeting locations are secured. For more information, please contact CFP Board at events@cfpboard.org

UPCOMING EVENTS

Locations, dates and registration details for CFP® Certificant Connections will be listed here as events are scheduled. (Events listed without registration details are tentative and subject to change.)

ATLANTA, GEORGIA
Thursday, February 9, 2012, 8:00 - 9:30 a.m.
The Georgian Club
Hosted by Alan Goldfarb, CFP® and Kevin Keller, CAE
Continental breakfast will be served
Registration is closed. We have reached maximum capacity for this event.
Driving and Parking Directions

ORLANDO, FLORIDA
Thursday, February 9, 2012, 5:30 - 7:00 p.m.
The Citrus Club
Hosted by Alan Goldfarb, CFP® and Kevin Keller, CAE
Refreshments will be served
Online registration is closed. You can still attend the event by registering onsite.
Driving and Parking Directions

FORT LAUDERDALE, FLORIDA
Friday, February 10, 2012, 8:00 - 9:30 a.m.
The Westin Fort Lauderdale
Hosted by Alan Goldfarb, CFP® and Kevin Keller, CAE
Continental breakfast will be served
Online registration is closed. You can still attend the event by registering onsite.
Driving and Parking Directions

SALT LAKE CITY, UTAH
Wednesday, May 9, 2012
8:00 - 9:30 a.m.
Continental breakfast will be served
Save the date! Watch for registration and location details in March 2012.

KANSAS CITY, MISSOURI
Wednesday, May 9, 2012
5:30 - 7:00 p.m.
Refreshments will be served
Save the date! Watch for registration and location details in March 2012.

ST. LOUIS, MISSOURI
Thursday, May 10, 2012
8:00 - 9:30 a.m.
Continental breakfast will be served
Save the date! Watch for registration and location details in March 2012.

INDIANAPOLIS, INDIANA
Thursday, September 13, 2012
8:00 - 9:30 a.m.
Continental breakfast will be served
Save the date! Watch for registration and location details in July 2012.

MILWAUKEE, WISCONSIN
Thursday, September 13, 2012
5:30 - 7:00 p.m.
Refreshments will be served
Save the date! Watch for registration and location details in July 2012.

CHICAGO, ILLINOIS
Friday, September 13, 2012
8:00 - 9:30 a.m.
Continental breakfast will be served
Save the date! Watch for registration and location details in July 2012.

PAST EVENTS

CINCINNATI, OHIO
Tuesday, September 13, 2011, 8:00 - 9:30 a.m.
The Cincinnati Club Building
Hosted by Charles A. Moran, CFP®, CEBS, JD and Kevin Keller, CAE

CLEVELAND, OHIO
Monday, September 12, 2011, 5:30 - 7:00 p.m.
The Club at Key Center
Hosted by Charles A. Moran, CFP®, CEBS, JD and Kevin Keller, CAE

COLUMBUS, OHIO
Monday, September 12, 2011, 8:00 - 9:30 a.m.
The Fawcett Event Center at Ohio State University
Hosted by Charles A. Moran, CFP®, CEBS, JD and Kevin Keller, CAE

GREENSBORO, NORTH CAROLINA
Tuesday, May 10, 2011, 8:00 - 9:30 a.m.
Hyatt Place Greensboro
Hosted by Charles A. Moran, CFP®, CEBS, JD and Kevin Keller, CAE

RALEIGH, NORTH CAROLINA
Monday, May 9, 2011, 5:30 - 7:00 p.m.
Cardinal Club
Hosted by Charles A. Moran, CFP®, CEBS, JD and Kevin Keller, CAE

NASHVILLE, TENNESSEE
Monday, May 9, 2011, 8:00 - 9:30 a.m.
Nashville City Club
Hosted by Charles A. Moran, CFP®, CEBS, JD and Kevin Keller, CAE

SCOTTSDALE, ARIZONA
Tuesday, February 8, 2011, 8:00 - 9:30 a.m.
Gainey Ranch Golf Club
Hosted by Charles A. Moran, CFP®, CEBS, JD and Kevin Keller, CAE

SAN DIEGO, CALIFORNIA
Monday, February 7, 2011, 5:30 - 7:00 p.m.
University Club atop Symphony Towers
Hosted by Charles A. Moran, CFP®, CEBS, JD and Kevin Keller, CAE

ORANGE COUNTY, CALIFORNIA
Monday, February 7, 2011, 8:00 - 9:30 a.m.
Center Club
Hosted by Charles A. Moran, CFP®, CEBS, JD and Kevin Keller, CAE

VIRTUAL CFP® CERTIFICANT CONNECTION
Thursday, October 7, 2010
Hosted by Robert Glovsky, JD, LLM, CFP®, Kevin Keller, CAE, and Tom Crowder, CFP Board
View the recording >

DALLAS, TEXAS
Thursday, September 30, 2010, 5:30-7:00 p.m. (CT)
The Westin Galleria Dallas
Hosted by Alan Goldfarb, CFP®, CFP Board's Board of Directors, Kevin Keller, CAE, and Tom Crowder, CFP Board

KANSAS CITY, MISSOURI
Thursday, September 30, 2010, 8:00-9:30 a.m.
Kansas City Club
Hosted by Terry Lister, JD, CFP Board's Board of Directors, Don Tharpe, Ph.D., and Tom Crowder, CFP Board

MINNEAPOLIS, MINNESOTA
Wednesday, September 29, 2010, 8:00-9:30 a.m.
The Westin Minneapolis
Hosted by Richard Sincere, CFP Board's Board of Directors, Marilyn Mohrman-Gillis, Esq., and James Denora, CFP®, CFP Board

PHILADELPHIA, PENNSYLVANIA
Wednesday, September 29, 2010, 8:00-9:30 a.m.
Philadelphia Marriott Downtown
Hosted by Charles A. Moran, CFP®, CFP Board's Board of Directors and Kevin Keller, CAE

NEW YORK CITY, NEW YORK
Tuesday, September 28, 2010, 5:30-7:00 p.m.
Penn Club of NY
Hosted by Nancy A. Kistner, CFP®, CFP Board's Board of Directors and Kevin Keller, CAE

BOSTON, MASSACHUSETTS
Tuesday, September 28, 2010, 8:00-9:30 a.m.
University of Massachusetts Club
Hosted by Robert Glovsky, JD, LLM, CFP® , V. Raymond Ferrara, CFP®, CFP Board's Board of Directors and Kevin Keller, CAE

SEATTLE, WASHINGTON
Friday, September 24, 2010, 8:00 - 9:30 a.m.
Columbia Tower Club
Hosted by Robert Glovsky, JD, LLM, CFP®, Richard P. Rojeck, CFP®, CFP Board's Board of Directors and Kevin Keller, CAE

PORTLAND, OREGON
Thursday, September 23, 2010, 5:30 - 7:00 p.m.
University Club of Portland
Hosted by Robert Glovsky, JD, LLM, CFP® and Kevin Keller, CAE

BERKELEY, CALIFORNIA
Thursday, September 23, 2010, 8:00 - 9:30 a.m.
The Faculty Club: UC Berkeley
Hosted by Jeanne Robinson, CFP®, Robert Glovsky, JD, LLM, CFP®, and Kevin Keller, CAE

CHARLOTTE, NORTH CAROLINA
Tuesday, September 21, 2010, 5:30-7:00 p.m.
Charlotte City Club
Hosted by Michele Wetherald, Esq. and Tom Crowder, CFP Board

BALTIMORE, MARYLAND
Tuesday, September 21, 2010, 8:00-9:30 a.m.
Hotel Monaco Baltimore
Hosted by Michael Shaw, Esq. and Tom Crowder, CFP Board

WASHINGTON, DC
Monday, September 20, 2010, 5:30-7:00 p.m.
Columbia Square Club
Hosted by Theodore Daniels, CFP Board's Board of Directors, and Kevin Keller, CAE

FAIRFIELD COUNTY, CONNECTICUT
Friday, May 7, 2010, 8:00 - 9:30 a.m.
Doubletree Hotel Norwalk
Hosted by Robert Glovsky, JD, LLM, CFP® and Kevin Keller, CAE

LONG ISLAND, NEW YORK
Thursday, May 6, 2010, 5:30 - 7:00 p.m.
Roslyn Claremont Hotel
Hosted by Robert Glovsky, JD, LLM, CFP® and Kevin Keller, CAE

EDISON, NEW JERSEY
Thursday, May 6, 2010, 8:00 - 9:30 a.m.
The Crowne Plaza Edison
Hosted by Robert Glovsky, JD, LLM, CFP® and Kevin Keller, CAE

FORT MYERS (ESTERO), FLORIDA
Friday, February 12, 2010, 8:00 - 9:30 a.m.
The Club at Grandezza
Hosted by Robert Glovsky, JD, LLM, CFP® and Kevin Keller, CAE

FORT LAUDERDALE, FLORIDA
Thursday, February 11, 2010, 5:30 - 7:00 p.m.
The Westin Fort Lauderdale
Hosted by Robert Glovsky, JD, LLM, CFP® and Kevin Keller, CAE

MIAMI, FLORIDA
Thursday, February 11, 2010, 8:00 - 9:30 a.m.
The Westin Colonnade, Coral Gables
Hosted by Robert Glovsky, JD, LLM, CFP® and Kevin Keller, CAE

CHICAGO, ILLINOIS
Wednesday, October 21, 2009, 5:30 - 7:00 p.m.
The Mid America Club
Hosted by Marilyn Capelli Dimitroff, CFP® and Kevin Keller, CAE

ST. LOUIS, MISSOURI
Wednesday, October 21, 2009, 8:00 - 9:30 a.m.
Missouri Athletic Club
Hosted by Marilyn Capelli Dimitroff, CFP® and Kevin Keller, CAE

MINNEAPOLIS, MINNESOTA
Tuesday, October 20, 2009, 5:00 - 6:30 p.m.
Millennium Hotel Minneapolis
Hosted by Marilyn Capelli Dimitroff, CFP® and Kevin Keller, CAE

SAN FRANCISCO, CALIFORNIA
Tuesday, July 14, 2009, 5:30 - 7:00 p.m.
The City Club of San Francisco
Hosted by Marilyn Capelli Dimitroff, CFP® and Kevin Keller, CAE

LOS ANGELES, CALIFORNIA
Tuesday, July 14, 2009, 8:00 - 9:30 a.m.
Hyatt Regency Century Plaza
Hosted by Marilyn Capelli Dimitroff, CFP® and Kevin Keller, CAE

SAN DIEGO, CALIFORNIA
Monday, July 13, 2009, 5:30 - 7:00 p.m.
The University Club Atop Symphony Towers
Hosted by Marilyn Capelli Dimitroff, CFP® and Kevin Keller, CAE

BOSTON, MASSACHUSETTS
Tuesday, May 12, 2009, 5:30 - 7:00 p.m.
University of Massachusetts Club
Hosted by Robert J. Glovsky, CFP® and Marilyn Mohrman-Gillis, CFP Board's Managing Director of Public Policy

ORLANDO, FLORIDA
Tuesday, May 12, 2009, 5:30 - 7:00 p.m.
Citrus Club
Hosted by Marilyn Capelli Dimitroff, CFP® and Kevin Keller, CAE

PHILADELPHIA, PENNSYLVANIA
Tuesday, May 12, 2009, 8:00 - 9:30 a.m.
Pyramid Club
Hosted by Robert J. Glovsky, CFP® and Marilyn Mohrman-Gillis, CFP Board's Managing Director of Public Policy

ATLANTA, GEORGIA
Tuesday, May 12, 2009, 8:00 - 9:30 a.m.
Buckhead Club
Hosted by Marilyn Capelli Dimitroff, CFP® and Kevin Keller, CAE

NEW YORK, NEW YORK
Monday, May 11, 2009, 5:30 - 7:00 p.m.
The Penn Club of New York
Hosted by Robert J. Glovsky, CFP® and Marilyn Mohrman-Gillis, CFP Board's Managing Director of Public Policy

WASHINGTON, DC
Monday, May 11, 2009, 5:30 - 7:00 p.m.
City Club of Washington at Columbia Square
Hosted by Marilyn Capelli Dimitroff, CFP® and Kevin Keller, CAE

DALLAS, TEXAS
Thursday, February 12, 2009, 5:30 - 7:00 p.m.
The City Club
Hosted by Marilyn Capelli Dimitroff, CFP® and Kevin Keller, CAE

SAN ANTONIO, TEXAS
Thursday, February 12, 2009, 8:00 - 9:30 a.m.
The San Antonio Petroleum Club
Hosted by Marilyn Capelli Dimitroff, CFP® and Kevin Keller, CAE

HOUSTON, TEXAS
Wednesday, February 11, 2009, 5:30 - 7:00 p.m.
The Houston Club
Hosted by Marilyn Capelli Dimitroff, CFP® and Kevin Keller, CAE