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Marilyn Mohrman-Gillis Joins CFP Board as Managing Director of Public Policy

Jul 17, 2008

Public Advocacy Veteran to Direct CFP Board’s Efforts on Behalf of Public

WASHINGTON DC, July 16, 2008 – Certified Financial Planner Board of Standards, Inc. (CFP Board), the certifying and standards-setting organization that oversees nearly 58,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification, today announced it has hired Marilyn Mohrman-Gillis as Managing Director, Public Policy, effective Aug. 18.

A well-rounded policy executive with a long and distinguished public policy career in Washington, DC, Ms. Mohrman-Gillis will be responsible for developing and overseeing CFP Board’s advocacy initiatives to ensure the visibility and credibility of the CFP® certification with legislators, regulators and other policy makers.

During her 30-year career in the nation’s capital, Ms. Mohrman-Gillis has built an impressive portfolio of advocating on behalf of the American public for and with regulators and legislators. Her career includes senior positions at the Federal Communications Commission, the Association of Public Television Stations and the National League of Cities. Most recently, she was an independent consultant working extensively with non-profit organizations on public policy and governance issues.

“At a time when CFP Board’s efforts to ensure that the public has access to competent and ethical financial planning advice has never been more crucial, Marilyn brings to CFP Board a deep reservoir of knowledge in policy, regulatory and financial affairs. With her extensive leadership skills and accomplishments, Marilyn will be instrumental in helping drive our policy efforts on behalf of the public,” said Kevin R. Keller, CAE, Chief Executive Officer of CFP Board.

While serving as Director of Policy and Federal Relations with the National League of Cities, Ms. Mohrman-Gillis directed policy development, federal advocacy, and grassroots mobilization for the nation’s leading association representing municipalities across the country. She also directed the NLC’s advocacy before Congress and federal agencies on a number of issues, including extensive work with tax and finance policies.

In her roles as Vice President for Policy and Legal Affairs and General Counsel for the Association of Public Television Stations, Ms. Mohrman-Gillis had extensive legal and regulatory advocacy responsibilities. She supplemented her extensive legislative experience with a key role in strategic planning for the association, its board and member public television stations.

As a supervising attorney in the Federal Communications Commission’s Mass Media Bureau, Ms. Mohrman-Gillis managed staff attorneys who were responsible for the development of broadcast and cable rules. She began her career as a litigator in the Washington, DC, office of the law firm Steptoe & Johnson.

“Throughout her distinguished career, Marilyn has demonstrated an ability to create and execute focused, coherent and achievable plans that effectively represented the interests and issues of the organizations she has worked for,” Keller said. “We are pleased to have the benefit of her talents as CFP Board moves to become an established voice for the public interest in the nation’s capital.”

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. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered 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 57,000 individuals to use these marks in the United States.

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CONTACT:
Chris Wloszczyna, Director of Public Relations
CFP Board
P: 202-379-2252
E: cwloszczyna@CFPBoard.org

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The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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