Liz Lacey

As Managing Director, Professional Practice, Elizabeth (Liz) S. Lacey serves an enterprise leadership role responsible for advancing CFP Board’s professional standards and practitioner ecosystem.

Liz provides strategic oversight of CFP Board’s certification competency standards across Examination, Continuing Education, Experience and Stakeholder Services. She leads work to strengthen administration, policy implementation, practitioner engagement and cross-functional alignment, ensuring CFP Board’s standards continue to protect the public and support the long-term growth of the financial planning profession.

Liz joined CFP Board in March 2026 as Director of Continuing Education and Experience. In that role, she led the strategy, operations and governance of CFP Board’s Continuing Education and Experience portfolio, supporting more than 109,000 CFP® professionals and a nationwide network of Continuing Education Sponsors.

Before joining CFP Board, Liz spent nearly two decades with SHRM (Society for Human Resource Management), where she held progressive leadership roles spanning education, credentialing, learning, partnerships and consumer products. She led a $57 million business portfolio, launched nationally recognized learning and credentialing initiatives, modernized enterprise learning systems and drove operational improvements that enhanced organizational performance and customer experience.

Liz holds a Bachelor of Science in business administration from the University of Vermont.