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Certification Updates

CFP Board Elects Four New Members to Board of Directors

Nov 09, 2011

Washington, DC, November 9, 2011 – Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected four new Directors to the Board of Directors at its Fall 2011 meeting: John Connell, Michael R. Greene, CFP®, Dr. Eva Kampits and G. Joseph Votava, Jr., CFP®.

“We are very pleased to have these distinguished individuals bring their many talents to CFP Board,” said 2011 Chair Charles A. Moran, CFP®. “The Board of Directors looks forward to their contributions, which will strengthen our organization and the CFP® designation.”

The incoming Board members begin their four-year terms January 1, 2012. Leaving the Board will be Moran, Charles Robinson, CFP® and Terry Lister. The Board now has 14 voting members and one non-voting member, Kevin R. Keller, CAE – Chief Executive Officer of CFP Board.

“Our heartfelt thanks to Chuck, Charles and Terry for serving on the Board. They have certainly made an impact and we appreciate all of their hard work on behalf of CFP Board and CFP® professionals,” said Alan Goldfarb, CFP® and the incoming 2012 Chair. “This is an exciting time for CFP Board and I’m pleased to have these new Board members on the team.”

About the new Directors:

John R. Connell has 36 years of experience specializing in business valuations, tax, financial planning and financially-orientated litigation support matters. John is a principal with the accounting firm Causey Demgen & Moore, Inc. in Denver, focusing on financial planning and litigation support matters. Previously, John was a partner at Deloitte from 1981 to 1990, serving as the national director of financial planning from 1986 to 1990. He is licensed as a Certified Public Accountant, an attorney, a Certified Valuation Analyst (CVA) and a Personal Financial Specialist (CPA/PFS).

Michael R. Greene, CFP® is the senior vice president responsible for the financial planning business at Ameriprise Financial Services, based in Minneapolis. Before coming to Ameriprise in 2002, Mike worked at McKinsey & Company, CNH Global N.V. and served as engineer officer in the U.S. Army. He received his MSc in Economics from the London School of Economics and his BS in Mathematical Economics from the United States Military Academy.

Eva Kampits, Ph.D. is a director at the New England Association of Schools & Colleges. Founded in 1885, it is the first and oldest regional accrediting association in the nation, serving nearly 2,000 member institutions in New England's six states together with more than 175 American/International schools in more than 70 countries. Eva has more than three decades of experience in varied roles beginning at M.I.T. (Artificial Intelligence Laboratory, Laboratory for Computer Science), followed by service as a chief academic officer of a liberal arts college. A graduate of Harvard College, she holds a Ph.D. from Boston College. Over the past decade, she has increasingly spoken at forums of interest to international policy and educational leaders, including Harvard's Kennedy School of Government and its School of Education. She is the recipient of Harvard's Albert H. Gordon '23 Award (2011) and the Joseph R. Hamlen '04 Award (2008).

G. Joseph Votava, Jr., CFP® serves as the chief executive officer for Seneca Financial Advisors, LLC. With over 30 years of experience, Joe provides comprehensive financial planning services to clients, with a focus on taxes, investments, employee benefits and estate planning. Previously, Joe was a partner at Nixon Peabody, LLP, an international law firm, where he served corporate executives and closely held businesses. A well-known figure in the financial planning community, Joe has served as past chairman of the national board of directors for the Financial Planning Association and of CFP Board’s Public Policy Council, and has participated in a variety of forums to promote financial planning globally. He has also served as past chairman of the board of trustees for the National Endowment for Financial Education. Joe is licensed as a Certified Public Accountant and as an attorney in New York State and Washington DC, and holds a New York State life and health insurance license.


ABOUT CFP BOARD: The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® certificants and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 63,000 individuals to use these marks in the United States.

CONTACT:
Dan Drummond, Director of Public Relations
P: 202-379-2252
M: 202-550-4372
E: ddrummond@CFPBoard.org
Twitter: @CFPBoardmedia

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