Speaker's Bureau

News & Events

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Speaker's Bureau

CFP Board’s leadership and representatives are available for speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® certification.

• Blaine Aikin, CFP®, Chair of CFP Board’s Board of Directors

• Kevin R. Keller, CAE, CFP Board’s CEO

• Jill Schlesinger, CFP®, CFP Board’s Senior Ambassador 

• Maureen Thompson, CFP Board’s Vice President of Public Policy

• Leo G. Rydzewski, CFP Board’s General Counsel

• Joe Maugeri, CFP®, CFP Board’s Managing Director of Corporate Relations

• John Loper, CFP®, CFP Board’s Managing Director of Professional Practice 

• Elizabeth M. Stewart, CFP Board’s Chief Operating Officer 

• Marilyn Mohrman-Gillis, CFP Board Center for Financial Planning Executive Director

• Eleanor Blayney, CFP®, CFP Board Center for Financial Planning

Speaker & Interview Requests

To arrange for a speaking engagement or interview with CFP Board representatives, or to request information about CFP Board and the CFP® certification, contact Dan Drummond, Director of Communications, at 202-379-2252 or ddrummond@cfpboard.org.

Pro Bono Volunteers

Depending on the nature of an event or program, CFP Board can also fulfill requests for experienced CFP® professionals to present workshops and offer personalized, one-on-one guidance on a pro bono basis. Learn more >

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
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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