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CFP Board in the News

IT Management: Strategize, Document, Test and Train

Feb 18, 2011

Associations need to manage their technology programs actively and ensure alignment with overall organizational goals

At the Certified Financial Planner Board of Standards, the link between IT and strategic planning is reinforced in several ways, said CEO Kevin Keller. The group's umbrella strategic plan has a section entitled "Sustainability" that includes IT goals. In addition, the IT department has its own detailed strategic plan, driven by CFP Board business needs. The IT director works closely with executive management to implement both plans, Keller said.

CEO Update
Mark Tarallo
February 18, 2011
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